🔋Eos Slice🔋
@primedcapital
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Civil Engineer in a Software Engineers world 🌎 | HUMAN | $EOSE $IREN $AMZN $PYPL |
Joined August 2023
Done ✅ $EOSE. If you have 🔋s in your name, I expect you to retweet this and pin to profile. 👇🏻👇🏻👇🏻
$EOSE For anybody interested about learning more and following the rise of the NEXT ENERGY JUGGERNAUT, join our community by clicking on the link below.
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$EOSE 70,000 employees. 30+ factories worldwide. It’s our destiny. Welcome John let’s get to work. “Mahaz joins Eos with more than three decades of experience in global manufacturing, operations, supply chain and business development from his tenure at Jabil Inc. (NYSE: $JBL), a.
Eos welcomes John Mahaz as our new COO! With 30+ years of global expertise in manufacturing, operations, supply chain, and business development from his time at Jabil, John strengthens our leadership team as we enter a pivotal phase of commercial scale-up!
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$IREN WOW.
Google $GOOG has increased its stake in TeraWulf $WULF from 8% to 14%, as the miner announced an expansion of its deal with Fluidstack from 200MW to 360MW capacity, or $3.7 billion to $6.7 billion in contracted revenue.
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Ooof $FLNC $EOSE.
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$EOSE 🔥.
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We really need to ask the question on an EC if ramping two lines at the same time is possible in either new factory. $EOSE.
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$EOSE price target unchanged.
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Actually crazy.
Why is the federal government helping ink deals to export gas turbines?
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$EOSE. And @PoweredByEos will take its fair share 🤝 while you figure that one out. “but for energy storage to scale economically in light of Foreign Entity of Concern (FEOC)/Prohibited Foreign Entity (PFE) you will need to find domestic LFP CAM providers for the ESS supply.
Energy is the big bottle neck for AI. In both physical and software AI, it’s not just that the ingredients need to change but the entire recipe does as well:. 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that.
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$EOSE guys they finally said it. They finally admitted batteries with solar actually work! 😂😂.
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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The whole energy industry and hyper scalers right now. $EOSE
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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Oh and add 360m on to revenue of 1.5b on the low end. $EOSE.
90m a year in credits with 4 lines is 360m a year sometime in 2027. $EOSE . We could be seeing almost 1b in credits in 2030. ok.
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Basically what Joe said in the q/a session is it is only getting easier to ramp as they get more sub assemblies online. They already got part of the hard part out of the way is what it sounds like. This makes me feel better. 2 down, did they say there were 8?. $EOSE.
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$EOSE $IREN ok.
BIG TECH AI CAPEX JUST BLEW PAST EXPECTATIONS. • $MSFT: $120B vs Est. $80B.• $AMZN : $118B vs Est. $105B.• $META: $100B vs Est. $72B.• $GOOGL: $85B vs Est. $75B. So freaking bullish for $NVDA, $AMD, $ORCL, $AVGO, $TSM, $ASML, $ALAB, $MU, $MRVL, $NBIS, $CRWV.
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90m a year in credits with 4 lines is 360m a year sometime in 2027. $EOSE . We could be seeing almost 1b in credits in 2030. ok.
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