Tim Apple 🔋🔋🔋

@Jebaim3 It is trading as if it won’t. Expectations and sentiment are at rock bottom levels. And that is exactly where the alpha is. Zoom out, the story and potential is very much intact. $eose

@aplot1113 $EOSE can come back from the recent disaster?

Best names under 2b market cap? - Insiders with skin in the game - Low debt / Low risk of dilution - Turnarounds at an inflection point Any ideas?

@jxnlco What terminal?

JFK rn

@clintoptions Let’s go

I AM OFFICIALLY RESTARTING THE $1,000 TO $1,000,000 $SPX 2026 CHALLENGE NEXT MONDAY! 💸 I’M GOING TO RESTART AND LET EVERYONE FOLLOW MY EXACT TRADES FOR COMPLETELY FREE IN A PRIVATE X GROUP CHAT! 🚀 LIKE, REPOST, & COMMENT “$SPX” TO BE ADDED! ❤️‍🔥 YOU MUST BE FOLLOWING ME TO JOIN! ☢️

@blondebroker1 Hint: it’s not, and nowhere close

Why would you be on X if your net worth is over $100M?! I’d be on a yacht sipping Pina Coladas 💛😂🤞

@x_times_1 @Browpeak Great analysis - I’m equally very bullish and looking to increase investment substantially. What do we know about margins? I assume they have substantial pricing power given demand, unique tech, and product-market fit, but still curious if we have any vis into GMs.

$INV up 18.75%... we haven't been this high since (checks chart) ... last Wednesday. The announcement today represents a fundamental change in the VALUE of Innventure. Why? 1.) Anyone who deeply studied the structure could understand that the holdco was burning through too much cash and would be forced to issue more stock every 6 months or so to fund Revinity and AreoFlex. Over time this would dilute the stock holders exposure to the Unicorn asset of Accelsius. Accelsius exposure is why most (if not all) shareholders hold the $INV shares. This made the investment case dramatically less attractive and created additional risk. Today the company committed that future cash would be raised on the balance sheets of the subsitary companies. While this may further dilute Innventure's holding of Aeroflex and Revinity, it will not dilute Innventure shareholders exposure to Accelsius -- where the real value is at the moment. 2.) The path to cash flow break even/profitability for Accelsius was not yet clear. Today the company declared line of sight to Cash Flow positive by year end 2026. Huge Statement! 3.) The company communicated 50M in new orders bookings - It is my belief that these are mainly related to Accelsius. 4.) The company committed to board changes to address oversight concerns. Where do we go from here? (My expectations - not financial advice) 1.) I anticipate continued large bookings for Accelsius in the first half of the year. (est 100M 1H) 2.) I anticipate 2026 Revenue to come in around 70-100M USD, back weighted. The company has previously communicated 100M run rate as the level needed for cash flow positive. 3.) I expect to hear that Innventure cash burn is cut to ~10-20M per year at the Innventure level (hopefully closer to 10M) as a result of getting these companies off the Innventure balance sheet from a funding perspective. This means that Innventure has ~2 years of cash on hand and no need for raises in the short term. My valuation model: 1.) I write Revinity and AeroFlex to zero in my model. They obviously have some value but I don't consider them at this time due to lack of track record and material orders. 2.) Innventure holds between 40 and 44% of the ownership in Accelsius as far as I can tell. Lets use 42%. 3.) Innventure has 78M shares per market cap. @ 665M strategic round and 42% ownership, the strategic round implies a value of 3.58/sh. Every share you buy below 3.58 is cheaper than JCI and Legrand paid for their ownership in Accelsius. @$100M revenue run rate at end of 2026 and cashflow breakeven, one would expect the company to be valued at 10x revenue or 1B USD. @44% ownership this would imply $5.64. HOWEVER: The market is forward looking and pulls forward the value using discounted cash flows. Additionally, this is a growth story from a very low base, so the market will evaluate 2027 revenue projections and growth performance. I would expect revenue in 2027 to be between 300M and 500M. Using the lower number, this implies 3B valuation for Accelsius. This implies a share price of $16.92 - perhaps at the end of 2026. I believe that the value of Innventure stock today is ~5.64 per share rising to ~10 per share at the end of the year and reaching $20/sh sometime in 2027. The market will reflect this value progressively as the company: 1.) Books orders 2.) Delivers are revenue ramp 3.) Communicates effectively. Final note: I believe that the impact of the JCI and Legrand strategic investment has been vastly undervalued. Both these companies are data center behemoths and have vast pipelines of data center orders in progress. I am sure they will bring Accelsius to the table on as many of these deals as they can since there is a dramatic energy cost savings and technology improvement for customers. This is in addition to Accelsius current 1B pipeline of opportunities. The upside here is incredible. We could be looking at a much faster ramp than I modeled above over the next 18-24 months. The world is yours, Accelsius! Go take it!

@market_sleuth @JohnLoc18 👏👏👏👏wishing you the best of luck!!

🚨250K Trading Challenge Begins🚨. @JohnLoc18 gave me an idea.💡He’s turned $300 into over 200K trading only $SPY options since late last year. I’ve followed his trades, they are all legit. I’ve never attempted something like this in over 3 decades of trading but thought it would be fun! Can I turn $300 into 250K by July 4? 🇺🇸🎆 Yesterday I bought one $688 $SPY put contract for $316. I sold it at the open for $13. $316 is now $1300. I’ll be sharing this challenge with entry & exits as I attempt to turn $300 to $250K by July 4, our nation’s 250th birthday! Follow along for the fun.☺️🎂🇺🇸

@market_sleuth @blondebroker1 John, been following you for a while and really respect your work and values. Looking out for when you plan to enter your next big trade…. Maybe soon?

@blondebroker1 Today we closed lower than Oct 28 of last year (125 days ago). Distribution continues unabated. BB’s on $SPY haven’t been this tight since August 2015, (still my best month ever). The next 45 days are going to be glorious 🍀

Do you get the feeling the market is waiting on the next Fed move? March 18th

@GrindeOptions Quad 1 coming in April… good for small caps🚀

People are going to make so much money on high beta stocks once this conflict is over in the Middle East, interest rates get cut, the 10 year comes down, GDP rises and inflation is nonexistent. It’s coming folks.

@FreemyerGreg @mymorristribe I’m coming back for more

@mymorristribe I'm still sitting there.

$eose Investors confidently believing they are about to gorge themselves on the feast of earnings day.

@Bullstkpicks @dmottco I 100% agree with this takeaway. It just makes the most sense IMO. I am also still very bullish but think this will now be a “prove it” story for the next few quarters as mgmt gains back credibility. $EOSE

$EOSE — @dmottco nails it with this thread and his prior one. After listening to the call multiple times, reading the 10Q closely, and loading everything into my models; here’s where I land: 1) Late Nov / early Dec they pushed Line 1 to max throughput to hit the low end of guidance — and the line didn’t hold. Downtime spiked to 35% vs 10% plan. Automated bipolar yield deteriorated under load. A vendor issue cost roughly a week. In other words: first-gen automation at full speed exposed repeatability gaps. That’s not a demand problem. That’s an OEE collapse. 2) John likely knew they were risking it going into Q4 but being newer probably went along with Joe wanting to push to hit the low end of annual guidance. He admitted he underestimated the ramp complexity. Semi-automated yield was 97%. Under full automation and max speed, process tolerance fell apart. That’s a classic scale mistake, pushing utilization before statistical stability. Joe reiterated guidance on 11/6. Once you do that, you either walk it back, or you try to hit it. They chose to try to hit it. 3) At that point, Cerberus likely stepped in to force a strategic reset. The tone shift on the call was obvious: “We’re not out chasing volume, we’re building capability to reliably deliver.” That is not growth CEO language. That is board induced discipline language. I think they said: Fix production first, Stop stretching guidance, Only guide booked / high-confidence revenue, and Under-promise, beat, rebuild trust To me this explains: 1) The conservative $300–400M guide 2) Q1 “around Q4” commentary despite production fixes 3) The emphasis on reliability over growth 4) Conservative timing on line 2 Now here’s the key question: is the long-term thesis broken? I don’t think so, but it is pushed back and the prior share price premium will take time to earn back. What broke in Q4 was OEE due to pushing too quickly, not chemistry, not demand, not backlog. So what gives me hope and why I will likely buy a lot more here: 1) I don’t see the manufacturer issues being that difficult to overcome. Coming into q4 they should have said we have demand for $90-$100 but we don’t and to over stretch the line too quickly with full automation going live so we are going to back it down. Hindsight is always 20/20. This is a Joe failure and I completely understand everyone calling for him to be fired. 2) Margins work at scale even on line one. Look at @ugusek1 post on that. I honestly see line 1 being close to COGS of $220-$230 but $250 is a fair calculation. Lines 2+ will be way better. 3) I believe Cerberus is now more in control than ever. They did a tremendous about of due diligence and I think they know demand is there and is only going to grow, they have the government in their corner, and the product can be made profitably at scale. I believe Cerberus is thinking in multi-year IRR, not quarters. If they wanted to exit in June this would not have been the tone of the call. The only good short term news is I think this opens up an incredible buying opportunity (especially if it would go sub $5, although I think we already very close to a bottom. Just my opinion, DYOR

@JordanSolace @OBGInvestments The extreme negativity and postulation happening on X right now is probably one of the biggest contra-indicators I’ve seen since container gate, or even earlier. Going out on a limb but I think $EOSE with a $5 handle will be looked upon in 2027+ as an INSANE entry

@OBGInvestments Upside does exist. I’m starting to come around to the idea. The future of the company doesn’t include Joe or Nate though.

This is a fantastic post $EOSE But if this was true, why the fuck didn’t they tell us this during the earnings call? Are they so incompetent/naive that they thought the stock wasn’t gonna be nearly cut in half because the response to their shit quarter was “My bad” And even in this target scenario, they still would have missed guidance (although the mist would’ve been easily accepted) I know Joe doesn’t come up with financial projections himself, but whoever does needs to be axed

@howlongtoretire Haven’t sold a share

If you are still long $EOSE and I’m not following you, please let me know.

@400kProject @GrassmanWilliam I’m starting to think there was some reason for the extreme sandbagging… it doesn’t make sense considering all the other signals

👀👀👀 Felt for days… (or years if you’re a bear). Did CCM lightly suggest they sandbag for 2026? Sure would make some nice entries for those in the know… @GrassmanWilliam

$EOSE What i take from here is: Look at the emphasis the Trump Administration is putting on “large-scale batteries”!! Its the first time that im seeing it, at least in this magnitude and such a specific shoutout. “Considering NATIONAL SECURITY TARIFFS”. They name 3 industry before “others”: - Power-grid (generic) - Telecom (generic) - LARGE-SCALE BATTERIES (super specific. Its even a sub-component of the first generic industry mentioned, power-grid) The grid of the not-so-distant future will be increasingly reliable on batteries. The Trump administration knows that. And they are putting a specific, targeted, emphasis on developing a thriving national industry for it.

@LucasSacerdote_ @SelectTrader Hahahaha

@SelectTrader I love it when you talk dirty to me 😉🫶

$EOSE This guy's a genius.. Supercalm downhill into earnings he means.. 🤣 Let's see how much cash they burnt this time.. $FLNC $BE

@bert_gilfoyle 🤣🤣🤣

Really need a Bill Abbatt tweet, Pdro resurfacing and new video from the barely legal financial advisors to mark the bottom. 🤞

@Noahpinion $EOSE for long duration batteries is the play

Solar+batteries is just going to win. Texas is going solar. It's over.

@thejefflutz In 6-12 months, people will be asking where were the signs of impending inflection… $eose

$EOSE : Hockey stick pipeline ramp in AI data center demand since Sept 2025 for Fluence … 👀 24GWh 🤯 Pin-action 🎳 highly highly likely imo dyor