Jeff Lutz 🔋
@thejefflutz
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CEO high tech manufacturing consulting on supply chain design, scale, cost, DFX. Ex Corp VP Supply Chain & CQO Motorola, Google, Lenovo
Chicago, IL
Joined August 2016
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The press release didn’t make it clear that after the first Nvidia Blackwell wafer was produced in the U.S., it would still need to be shipped to Taiwan for CoWoS advanced packaging — only then would the production of the Blackwell chip be considered complete. Two years from now,
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Someone’s electricity bill in Texas went up 30pct to create this video
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OKLO valuation can stay wherever the hell it wants for all I care… $EOSE room to run is the point 🚀
I’ll keep repeating myself till $EOSE flips $OKLO $EOSE Quarterly Projected Revenue (4.2B Market Cap) Q1 25: 10m Q2 25: 15m Q3 25: ~40m (projected) Q4 25: ~85m (projected) 26: 500m (my projection) 27: 1.5B (my projection) $OKLO Quarterly Projected Revenue (24B Market Cap) Q1
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I’ll keep repeating myself till $EOSE flips $OKLO $EOSE Quarterly Projected Revenue (4.2B Market Cap) Q1 25: 10m Q2 25: 15m Q3 25: ~40m (projected) Q4 25: ~85m (projected) 26: 500m (my projection) 27: 1.5B (my projection) $OKLO Quarterly Projected Revenue (24B Market Cap) Q1
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$EOSE The combo of the 12 hour discharge profile and what IEP said about EOS in the past makes this so bullish - it's disgusting. For the newgen investors: we're talking over $3B in potential revenue.
$eose IEP refreshed their website. https://t.co/EJ1v8DnyF8 Not sure why Hummingbird doesn’t list BESS, but we know. Bigger news: Desert Wren, holy sh*t!! 1 GW / 12 GWh 🤯 Notice it doesn’t say “under development” or “early stage” Also, SDG&E? 👀🤔 + Texas City = Blackhawk
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Madmax on FSD V14 is much more than just another driving profile. Tesla is telling us they’ve unlocked a new level of system performance and safety… 👀 @Tesla_AI
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The enormity of this is beginning to become known… slowly, then all at once… $EOSE 👀
$EOSE This is HUGE! Over $4.5 billion in potential orders just from ONE customer. And I dont even think this is their biggest strategic customer. IEP — an energy developer that has grown alongside $EOSE — is stating over 15GWh+ of planned BESS. We know they work with Eos'
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PRESIDENT TRUMP SAYS “MASSIVE RATE CUTS ARE COMING SOON”
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Great sign. Set up for the principles (Trump/Xi) the following week…
*BESSENT SAYS WILL MEET CHINA'S HE IN MALAYSIA LIKELY NEXT WEEK 🇺🇸🇨🇳
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So predictable… Wake up call coming for Chinese auto soon in the EU
🇨🇳🇪🇺 EU PREPS TECH-GRAB IN TRADE WAR WITH CHINA Brussels is done playing nice - and Beijing’s grip on rare earth minerals may have finally snapped the EU out of its free-trade fantasy. The EU is weighing rules that would force Chinese firms to hand over patents, software, and
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What the whaaaat 🤯 $eose Could be looking at 20+GWh of orders in next 12 months from just a small number of existing clients and known projects That’s $5B of orders from a company that turned over $10m last year !!
$eose IEP refreshed their website. https://t.co/EJ1v8DnyF8 Not sure why Hummingbird doesn’t list BESS, but we know. Bigger news: Desert Wren, holy sh*t!! 1 GW / 12 GWh 🤯 Notice it doesn’t say “under development” or “early stage” Also, SDG&E? 👀🤔 + Texas City = Blackhawk
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CHINA VICE PREMIER AND U.S. TREASURY SECRETARY HELD “SINCERE, THOROUGH, AND POSITIVE” TALKS — XINHUA #BREAKING
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Every Tesla rally starts the same way, quietly, then suddenly. The market keeps trying to trade Tesla like a car company while Elon keeps turning it into something else entirely. If next week’s earnings confirm real margin recovery and AI traction, this isn’t a relief rally,
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GDP growth is currently an outstanding 3.9%, and AI is 40% of that. It’s easy for politicians to posture and grandstand by beating up on tech. But the real question is whether they want 4% growth rates or 2% growth rates.
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CHINA SAYS VICE FINANCE MINISTER MET US OFFICIALS IN WASHINGTON
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🚨Update: A wealthy donor (who’s name you know) offered to cover the military’s $10B a month payroll if the Democrats refuse to reopen the government. He is an American hero and patriot. 🇺🇸
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THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG: $FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7. $BE Fuel cell
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