Futures only

@ryanwhitney6 Flyers seem fast, or is Pitt slow?

This is domination by the Flyers. Martone is a joke. What a shot. What is going on in Pittsburgh. 14 shots. Will Flyers fans still say Tochett sucks?

@IvanTheK @dee_bosa But listening to CEO talk about a 20% unemployment rate…..

This is a must-watch from @dee_bosa, if you're into the AI game as a user or investor. It's reminiscent of the early dotcom game where metrics were not really tied to actual economics. cnbc.com/video/2026/04/…

@PatrickFete @patrickhund1 @bert_gilfoyle I don’t care he sold but saying he top tick it is brutal.

@patrickhund1 @bert_gilfoyle @futures_only At some point the responsibility simply falls upon the owner to sell. Easy to become disillusioned by promises of $30 near term and forget that it would be prudent to trim huge gains. Selling doesn’t equate to bearishness, nor need announcement

If you listen to it again with the benefit of hindsight, the $EOSE Q3 earnings call was a massive sales pitch for the upcoming equity raise. We should have seen it coming, but hindsight is 20/20. I sold all of my calls, and about half of my commons at the top. Mainly, to give me a 10+ year runway on replacing my salary for an early retirement. But I should have sold it all and stuck to my original analysis of the situation, instead of being skewed by others. That raise was pretty epic. $700m cash on the balance sheet and negligible coupon interest rate. I can't help but feel we contributed to an investment environment that helped make that happen. Raising capital by giving good speeches is a much different skill than doing the blocks and tackles that produce quality batteries and commission them in a timely manner and delight customers. Quality is much more important than schedule in the utility business. I hope they've reassessed and have a solid recovery plan.

@JoshTradeOption No I added you n the $5’s but still doing ok

$EOSE is looking strong here. When we all panicked after Q1, I decided to buy these Jan 21 2028 $7.00 LEAPS which are now in the money. They are up nicely. Did anyone else add in the 4s?

@DanOnGolfShow Will LIV players need to go through Q school?

"If it's not dead, it's circling the drain. It's in the intensive care unit."

@howardlindzon FFS man!! Ouch

Finger reattachment week 3 … healing fast now Amazing surgeon… pain almost gone and almost full sensation

@bert_gilfoyle At any price?

$EOSE Are you planning to vote to authorize additional dilution from 600M to 800M fully diluted shares? Votes are due June 3, 2026.

Tariffs’ impact on inflation is undeniable @CatoInstitute

@JigarShahDC @dylan522p @dwarkesh_sp Get them in your podcast!!

@SportsCenter Talk about Kelce fatigue!! Enough already

Jason Kelce is rocking a full caddie outfit for the Par 3 Contest 😅

@SullyCNBC No way Iran hands anything over.

Won’t happen unless money goes into some kind of “security pot” everyone shares. Otherwise non starter.

@OilersNation “I wake up and piss excellence “

Gene: Will you win the Norris Evan? Bouchard: Well I’m lighting the league on fire you tell me

@howardlindzon “The Knick” is something you did to your finger

Been watching 'The Knick' on HBO again...juso so good. The Pitt but 1900 Manhattan

@OilersNation @jsbmbaggedmilk One game hero!

"I’m hopeful that it can also act as a dose of confidence for a guy who will be an important piece as we roll toward the playoffs." - @jsbmbaggedmilk on Adam Henrique. You can read more about his thoughts from last night's game here: oilersnation.com/news/adam-henr…

@StockSavvyShay Going to China! Allies of Iran. Maybe some additional context is needed.

More vessels are moving through the Strait of Hormuz today in what looks like the strongest traffic since the war began. That may have been the clearest sign yet this U.S.-Iran conflict was closer to the end than the beginning.

@bert_gilfoyle Why is this so hard to figure out, they are low balling to raise later on to give themselves some wiggle room after the catastrophe of Q4

$EOSE Joe said coming out of Q1, Line 1 hit 100% capacity utilization (2 GWh/yr) run rate. But, assume 90% capacity utilization throughout the year, and a modest finished product cycle time improvement from 18 seconds at the beginning of the year to 17 seconds by the end of year. All the while, (I'll assume very pessimistically) ASP decreases from $217/kWh to $208/kWh by the end of the year. That's 1.95 GWh produced by Line 1 and revenue of over $400M. Now add Line 2. I'll assume a ramp up of 8% in Q2, 38% in Q3, and 77% in Q4, and won't even credit an improved finished product cycle time, which was the whole point of the new line design in the first place. That results in a total Q4 run rate of about 3.6 GWh in Q4. And again using this very pessimistic ASP, that's still over $550M. Nothing adds up to the guidance, unless you assume some significant idle time for one or both of the lines. Especially, considering a more reasonable ASP. The top line guidance does not assume a smooth ramp up to a 4 GWh/yr run rate. The mixed messaging here has been beyond absurd.

@EdmontonJack “The privilege is all ours”

It’s been a privilege to see all 400.

@bert_gilfoyle Joe said they were to buy American made.

Again, I readily admit I could be wrong about this. But, I really don't think I am. And if anyone else has alternative explanations, I'm all ears. Issues like these are common in early manufacturing ramps of nascent technology. But, the damage has already been done. The important part for the company is to not just look back and beat yourself up about it, but to identify the problems, formulate the fixes, and move forward. And, as investors, we should not stay blind to these problems. We should instead be skeptical and trust our judgement when we have more questions than answers. The company has burned a lot of trust. It will be much more difficult to raise capital in the future. Fortunately, they seem to have a long runway at this point before they'll need to again.

$EOSE What's going on with IEP? Not much, it seems. It's a fair question to ask. 🧵

@OilersNation Construction, gotten slower for the last two years.

Who's to blame for the Edmonton Oilers struggles this season? Oilersnation Everyday Presented by Bright Dental.