Rich Duprey

@StockSavvyShay Except $MU missed out on supplying the HMB4. SK Hynix is supplying 70%, Samsung the other 30%. MU is supplying the LPDDR5X memory

$MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands. The supply constraint has gotten so severe that memory content alone now runs ~$2M per rack.

@DoniTheMisfit I had this happen twice. One of my barred rocks turned out to be a rooster. The other was a red rock just being bossy. Unfortunately, I can’t have roosters where I live so I had to get rid of him

I don't know which one it is yet, but I heard one of my hens crowing this morning.

@DripCalc @StockSavvyShay @fiscal_ai @StockSavvyShay keeps posting this, but I can't find any analyst (or anyone else) anywhere projecting this. Big if true. May be one outlier he's latching onto

@StockSavvyShay @fiscal_ai $133B profit a year? Hmmm... Idk about that one

$MU will generate ~$364M in profits every single day in 2027. Every $NVDA GPU is only as fast as the memory bandwidth feeding it and Micron is one of only three companies on earth making the HBM layer that keeps Blackwell-class AI systems fully utilized.

@StockSavvyShay @fiscal_ai $MU's near-term growth is undoubtedly strong, but I can't find a single projection anywhere showing anyone saying OI will hit $131B in '27

$MU could be more profitable than both $AMZN and $META by 2027. That is how powerful this memory cycle could be.

@NJGov is the epitome of stupid. To access my pension account I need to use an authenticator app. But the app needs to be registered. To register I need to access my account. But I can't access it without the authenticator app. 😡

@ValaAfshar Denmark spent less than $10 billion in 2024 on defense & $60 million for NATO. The U.S. spent $800 million on NATO, and $900 billion total. Like most of Europe, it relies on U.S. taxpayers to defend it so giving kids pocket money is easy when someone else is picking up the tab.

Denmark pays students $1,000 a month to go to universities, with no tuition fees

@dsware123 It's an AI video (the grass never changes, plants in the background never grow). Good concept--vertical gardening has been around a while--but this will not be your real-world experience.

I grow cucumbers every year but have never tried it like this. I may give it a go this year. What are your thoughts?

@StockSavvyShay Might be smart to diversify, but can it make much headway against $TSM that dominates the advanced packaging niche?

$ASML plans to expand beyond its EUV roots moving into several new chipmaking equipment categories. The company is targeting advanced packaging, building tools that glue and connect multiple specialized chips together.

@grok @hanzoo118 @StockSavvyShay @grok when did "reaffirm" guidance late in the quarter?

The shareholder letter hits hard on valid pain points: EOSE's Q4 rev came in at $58M (37% miss vs consensus ~$93M), EPS loss ~$0.72-$0.84 (big beat on the downside), after reaffirming guidance late in the quarter and raising capital. No pre-warning amplified the trust hit, and stock dropped ~40% today. Manufacturing scaling issues (downtime, automation, suppliers) explain some of it. On the flip: Full-year rev $114M (7x YoY growth), backlog up to $702M, cash at $625M, and zinc battery tech fills a real long-duration storage gap for grids/AI data centers. 2026 guide of $300-400M is below expectations but gives room to execute. High-risk name—credibility rebuild is key now.

Dear Joe, I’m writing this as a shareholder who actually wanted to believe in $EOSE is building and who still believes the underlying problem you’re trying to solve is real, urgent & structurally important for the grid. But this quarter wasn’t just a bad print.. it genuinely was a complete trust break. Small-cap investing is like watching your house catch fire since you already know the risk going in but the only way you survive is if you trust the person guiding you to the front door. Once that trust is gone then you don’t just lose money but you burn with it. That’s what this quarter felt like. Reaffirming guidance deep into the quarter and then missing it by this much without pre-announcing tells me that you actually didn't know what was happening inside the factory or chose to stick with the story even as the numbers were falling apart. Both are bad. As CEO, that’s on you. What makes this harder to swallow is the timing since you raised roughly $600M late in the quarter and then turned around and delivered results that were nowhere close to what had been guided. Even if every operational issue you laid out is real then the sequence alone creates a governance problem. You can’t take fresh capital from the market while the quarter is blowing up and then act surprised after the fact. That destroys credibility. I heard the explanations of supplier issues, downtime way above expectations, automation not hitting quality targets, rework, utilization below plan. These are real problems but from the outside it looks like the manufacturing system still isn’t stable enough to support the confidence you projected publicly. You can’t ask investors to underwrite a scaling story when the engine is still sputtering. The frustrating part is that demand doesn’t look like the problem. You booked a lot of new orders, backlog grew and the pipeline is big and the tech actually matters. Long-duration, non-flammable zinc batteries solve a real gap that lithium-ion doesn’t since data centers run 24/7 but the grid wasn’t built for that. Eos sits right at the intersection of AI power demand and grid reliability which is why people believed in this story in the first place. But none of that matters if management credibility is impaired which is exactly what today’s stock action reflects. A 40% drawdown isn’t the market debating long-duration storage but it’s the market GRADING YOU JOE and saying it no longer trusts you on execution. I hope the company does turn it around. I hope the technology scales. I hope the mission succeeds. But as an investor, I already accept enough uncertainty from markets, supply chains and the normal fog of war but what I cannot accept is uncertainty layered with distrust of management communication. This quarter crossed that line and you should assume many shareholders feel the same.

@wadelentz My @WhirlpoolCorp refrigerator's compressor seized after 9 days. Customer service refused to respond. I posted on their FB page for 30 straight days. No response. I would NEVER buy another Whirlpool appliance. Horrible product, worse company.

Our refrigerator just died... again. This is our second refrigerator in ten years. It was a Whirlpool, a "plain Jane" model with no bells, no whistles, and no fancy screens. We bought it for its simplicity, thinking it would be the one thing in our house that just worked. It lasted five years and one month, exactly thirty days past the warranty. The repairman’s verdict? A dead compressor. But the real diagnosis... it was Built to Break. Under the guise of "green" regulations and "energy efficiency," we’ve traded tanks that lasted thirty years for plastic-heavy shells that barely last five. We are forced to pay a premium for "high-efficiency" tech that saves ten cents a month on electricity, only to be told to throw the whole $1,500 + unit into a landfill when a single internal component fails. It’s a racket. The government mandates the specs, the manufacturers cut the quality, and the consumer is left holding a bag of spoiled milk. We don’t own appliances anymore; we just lease them from the scrap yard.

@EricLDaugh Great. Paying government employees not to work even more days.

🚨 BREAKING: President Trump just signed an executive order declaring Christmas EVE and Dec. 26 federal holidays, an early present for federal workers They now get both days OFF of work. TRUMP LOVES CHRISTMAS!🎄🇺🇸

@RealMuhuLuhu I guess you didn't like the conclusion, but time will tell

@FoolishCop poor post about $open ….

@WallStreetApes Apparently less than 5% of U.S. chicken still uses a chlorine rinse. The industry has transitioned to other methods. Also, not a big deal. Drinking water that is kept stored should also have a small amount of bleach added to prevent harmful bacterial growth. Perfectly safe

This post has 375k Likes. Americans are learning our chicken is not only dunked in chlorine, but it’s legally allowed to absorb a certain percentage its weight in chemical water, “without having to be reported as water added” “Did you know that our chicken is dunked in chlorine? Did you know that unless your chicken is labeled as air chilled, that when it is killed, it is dumped in a water bath that has chemicals in it to keep the water sterile and it can absorb 12% of its weight without having to be reported as water added. So when you go and you thaw your chicken and all that water comes out, that's not just because it was in the freezer. That is because there's water added into the chicken with chlorine and other chemicals in it that absorbs into the meat of your chicken and then runs out when you thaw it, and that's why sometimes chicken feels stringy. So if you're trying to eat organic antibiotic free, you don't just need to look for an organic label. You need this. You need the air chilled. That is not chilled with any of those chemicals. (In video) I wouldn't have known any of this if I hadn't started buying my meat from a local processor. And the guy talked to me about it, and he educated me on how our meat is processed in this country. And the answer is with a lot of chemicals that they don't tell us about” FSIS regulations require labeling for any retained water above what naturally occurs in the meat. (Naturally occurring is now considered to be roughly 8% of the meats weight)

@_HMSP I went to Timothy’s Restaurant in Newark, DE several years ago and ordered a “blackened” steak on the menu. When the bill came there was an extra $1 charge. I asked what it was for and was told “blackening.” I was also caught in an endless circular reasoning loop.

Went to a new burger joint. Cheeseburger: $10 Bacon cheeseburger: $12 Order bacon cheeseburger Waitress: “FYI, bacon is extra” “Well, yeah, it costs $2 more” “No, there’s an upcharge” She says getting bacon on a bacon cheeseburger is an extra $2.50 on top of the price 1/4

@pmensoni @JohnEkdahl I'd add all those professional degree initials to the list too

@JohnEkdahl I’ve been on this train for years. Whether it’s “SR,” “JR,” or “III,” it’s incoherent, and frankly, kinda vain IMHO.

Minor thing that annoys me: seeing “Sr.” on sports jerseys. The designation comes from having a common first name (and middle), not last, so “Lastname, Sr.” appearing on a jersey makes no sense.

@Rainmaker1973 I'm old enough to remember the Ford plant that stood there, then abandoned for years, only to be demolished to make way for the Crossroads. Now it will become 2 giant warehouses. Progress?

The demolition of Sheraton Crossroads Hotel in Mahwah, New Jersey

@wakeupnj Had a cousin who got into an accident with one of these people. She ended up getting stuck with thousands of dollars in costs and no way to recover them even though the freeloader was at fault. Infuriating.

Have you ever heard of the Special Automobile Insurance Policy (SAIP) in New Jersey? It's often called the "Dollar-a-Day" policy, is a STATE SPONSORED auto insurance program designed to provide affordable, limited coverage for low-income drivers who might otherwise drive uninsured due to financial constraints This “insurance” only covers any injuries of the insured. that’s right, it doesn’t cover any liability Even more crazy is when you seek out legal action, your lawyers will tell you there is nothing you can do, because SAIP recipients are protected by the state of NJ Want to know the lawyers advice against this? Pay more to have better coverage if we ever were to be hit by someone with this type of insurance again This is nuts! While you're paying insane amounts of money for insurance, this is going on and you're screwed if you get into an accident with someone who has this insurance

@WSJ @jmackin2 Except you can't do that. The Mag 7 are a product of the U.S. economy, something Europe actively suppresses. Before Mag 7 were FAANG, dot-com stocks, semiconductor stocks, the Nifty Fifty. U.S. markets always produce new winners.

It’s easy to think of Europe as the investment that time forgot. But strip out the Magnificent Seven from U.S. indexes and Europe doesn’t look so bad, writes Streetwise columnist @jmackin2. on.wsj.com/4nac94n

@TheImmortal007 @AMAZlNGNATURE And I just learned that a group of sharks is called a shiver

@AMAZlNGNATURE A shiver of sharks swimming through a school of fish 🐠

What the heck just happened 😳

@realdefender45 Just shut down NJ Transit altogether. Sell to private enterprise all the bus, rail, and light rail operations. $3 billion saved, not to mention cutting the number of govt workers and saving on the pension/benefits costs

NJTransit update. Don’t be fooled by the narrative spin. Here’s the truth the media won’t cover.