John Ryan
@beaglebrigade
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Investment ideas | Technology | Futurist | Engineering | Current In-Focus : $EOSE 🔋🇺🇸 Others : $PLTR, $BKSY, $SMR
Joined April 2009
Affordable EV cars ➡️ Self Driving cars and semis; large scale battery energy storage ➡️ Humanoid robotics ➡️ Multiplanet development ➡️ ?. This is the most mind bending business flywheel to ever be created. It goes beyond earth and it’s happening in front of us 🤯. $TSLA
@SawyerMerritt Elon’s Tesla Masterplan from 19 years ago 👇🏼. ….now transitioning to Autonomous FSD being the new future product. The car will be negligible margin.
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RT @niccruzpatane: A Waymo reportedly hit a bus in Atlanta, Georgia. A police officer then had to jump in from the opposite side and manua….
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Australia’s biggest gas advocates are quietly swapping out peaking gas plans for big batteries. “In June, batteries supplied 26 per cent of Kaizen’s evening peak demand, surpassing gas for the first time. That’s a landmark moment for our industry.”.
reneweconomy.com.au
Big batteries are displacing plans for peaking gas generators, even those that are fully permitted, because they’re cheaper and faster to build.
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Big Auto playbook :. 1) Watch declining market share.2) Tout the next move as ‘revolutionary’ with an outlook date 2-3 years away. Reference Billions of planned investment. 3) Build a concept vehicle and generate Apple-like fan fare. 4) Cancel program due to overruns.5) Repeat.
Ford had a whole presentation today talking about their next gen EVs slated to release in 2027. Jim Farley didn’t mention Autonomy once. Basically a death sentence.
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$TSLA @Tesla_Optimus use case #420… 🦂.
Did you know? Scorpions farms do exist. Each scorpion produces about 2 milligrams of venom daily, which is milked using a pair of tweezers and tongs. A liter is worth $10 million, used for cosmetics and medicines. [📹 efre812].
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$TSLA Semi will be increasingly amazing. Another under-appreciated TAM as Full Self Driving is ramping into deployment. Team Elon past performance is a minimal indicator of future. Exhibit X:
Cool look at one of the Tesla Semi’s rear motors. The amount of engineering that goes into making a Semi truck is insane.
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US DoE got nuked by community notes. Ouch. Maybe stick to the facts instead of the politics. Batteries are now entering the major leagues in true economic utility and crushing it. No denying it. 💪🏼🔋🇺🇸. $EOSE $TSLA.
Wind and solar require backup from peaker gas plants or batteries, which cost more than THREE TIMES as much as baseload power. Adding more variable resources to the grid can actually INCREASE price spikes and power shortages. A COMMON SENSE approach to America’s energy sector is.
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RT @bert_gilfoyle: This is the Lincoln Electric Microgrid, which is apparently already online and collecting field data. It was sized as a….
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Poll : Elon is purposefully holding back $TSLA until his pay package is approved in November?.
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RT @7MileCapital: $EOSE.Couple of interesting comments from the $TSLA call regarding storage . Quite clear the direction of storage in the….
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Is Enphase finished? A huge collapse at a time when solar energy capture and management is still relevant. We know solar got wacked on BBB but energy prices are not getting cheaper so thinking residential self gen solutions should be in modest demand. $ENPH $TSLA $EOSE $FSLR
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One of the early concerns with Palantir was government concentration risk. $EOSE, is starting off with both Military and Commercial customers ~30/70%. This is super important to secure revenue stability which makes it much easier to run the company long term.
@StockSavvyShay Don’t forget about the unique grid security aspect. US DoD will be writing them regular checks to power military bases world wide instead of Chinese sourced batteries with malware Trojan back door risks. 🇺🇸💪🏼🔋America’s Battery! .
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“if they were in that situation where 10 minutes prior to the blackout, the operator are seeing that they've got a big voltage problem on their hand, if they had more batteries, they could have instantly, and they were using batteries to regulate voltage, they could have.
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Discussion on Spain’s April grid failure. Recommended solution : Increase asynchronous power gen (solar, wind, battery storage) equipped with Grid-forming inverters. 🇪🇸Spain only has ~100MW of battery storage! 🤑 Cc: @mc_bee4 . $EOSE.
podcasts.apple.com
Education Podcast · Updated Weekly · The USEA Power Sector Podcast is bringing new voices and new ideas to key energy system conversations in 15-minute interviews targeting urgently needed solutions....
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Did you catch that $NVDA would be the world's most valuable company by unlocking AI compute?. Did you then catch that $PLTR would become the world's most powerful AI operating system?. Will you catch that winning requires more electricity than your competitors? $OKLO $EOSE
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$TSLA Energy business value projection , ~ $1 Trillion by 2030. What’s a reasonable market share for $EOSE ?. 1% = $10 B = $40 / share.5% = $50 B = $200 / share. (11m 45s)
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$EOSE : as share price exhales over the past 24 hrs, it strikes me that the Pittsburgh AI Energy summit was a trading event, but should reinforce the pipeline of deals to be announced for long-term investors. Cerberus stuck their neck out BIG TIME as they know what’s coming.
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$EOSE Case closed! Nobody knows what the “quiet period” means. It’s an urban myth. A retail rumor. Eos is on the megaphone over the next 48 hours at the top of their lungs.
Want to hear more from Eos? Tune into AI Horizon's Preview Event "Autonomy & National Security" panel today @ 3:20 pm EST, as Eos Board Member Nick Robinson moderates the discussion on how tech innovation is essential infrastructure for America's defense.
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