hundog

@Microinteracti1 Fantastic. Sad but fantastic. Well done.🙏

The cheapest electricity on earth is about to own the AI economy. Here is the fact that rewrites the story. In 2024, onshore wind produced electricity at $0.034 per kilowatt-hour. Solar came in at $0.043. Both are now cheaper than any new fossil fuel plant on the planet, by a margin that would have seemed like science fiction ten years ago. 91% of all new renewable capacity commissioned last year beat fossil fuels on pure cost. This is not an environmental argument. It never was. Global data center electricity consumption is projected to hit 945 terawatt-hours by 2030, nearly double what it is today.  Every single one of those terawatt-hours has a price attached. The operators who can source the cheapest power will undercut everyone else on inference costs, training costs, and ultimately on the price of intelligence itself. Energy is the new moat. China spent $625 billion on clean energy in 2024 alone. That is 31% of the entire global total. Even adjusted for economic size, China’s energy transition spending reached 4.5% of GDP, compared to 1.2% for the United States.  Battery deployment tripled in three years. China added more battery storage in 2024 than the US. 74% of all large-scale wind and solar projects currently under construction are being built in China. The United States is building 6%.  Meanwhile the Trump administration has cancelled over $426 million in federal grants for renewable projects, stripped tax credits, and issued stop-work orders across the sector. The president has also signed executive orders designed to boost coal, a fuel that cannot compete on cost with either gas or renewables. The official position is that wind turbines cause cancer. This is the energy strategy of the world’s historically largest economy. Battery storage costs have dropped 93% since 2010, reaching $192 per kilowatt-hour for utility-scale systems in 2024. That number is not a policy outcome. It is a manufacturing outcome. And China accounts for 81% of global clean energy supply chain investment.  The factories that make the batteries, the panels, and the turbines are Chinese. The IP is increasingly Chinese. Chinese companies now lodge 75% of all global clean energy patent applications. In 2000 that figure was 5%.  Europe is running full days, full weeks on clean power. France is selling nuclear electricity at prices that are drawing data center operators with long-term contracts. France, where roughly 70% of electricity comes from nuclear, is now marketing that stable, carbon-free baseload as an explicit AI competitive advantage.  The Nordic countries have some of the cheapest electricity on the continent and a growing cluster of hyperscale data centers to show for it. The logic is not complicated. Renewables are the fastest-growing source of electricity for data centers globally, growing at 22% per year through 2030 and meeting nearly half of all new demand growth.  The operators who locked in cheap renewable power purchase agreements five years ago are now running at a structural cost advantage that their competitors cannot close quickly. Building new gas infrastructure takes a decade. Building a solar farm with battery storage takes eighteen months. The country that produces the cheapest, most reliable electricity at scale will host the data centers. The country that hosts the data centers will train the models. The country that trains the models will set the terms for what intelligence costs, who has access to it, and what it is used for. That is not a climate story. That is a civilizational competition. And one of the major players just decided that the most important strategic response was to bring back coal. If you want to follow where this goes, subscribe. New analysis every week. Gandalv / @Microinteracti1

@GrassmanWilliam We have devils on our side. Call it what it is.

$EOSE / DOW / Feinberg / 1.5 trillion thecurrency.news/articles/22360…

@OptionKing33996 I may have to buy that. I'm sure it's hot now. I'll look for a pull-back. In the mean-time, I have a bunch of 8C 8/21. How much do you have on it? I think it's time to buy leaps like I did when the stock was under $2.

I like $EOSE as stock As well as Option 10C 05/15 .

@AnishP144 @bert_gilfoyle Spot on!

@bert_gilfoyle All we need is one data center project to be up and running to get a rerate similar to $BE

$EOSE Eos' battery being able to handle rapid fluctuations from data centers work loads is now a settled debate. "With millisecond-class storage response and high energy density within a compact footprint, the platform supports both immediate power availability and the dynamic load profiles associated with AI training and inference workloads."

@OBGInvestments actually, $4

@OBGInvestments EOSE goes both ways. It's gone up more than 62% in 3 mo. the last time it was at 3.

Down 62% in 3 months—but yeah, lets victory lap the bounce. $EOSE ps -62% includes the $2 bounce we just had 🤪

@FlashersUnder40 @ShaykhSulaiman Actually, he turned Democracy upside down, illegally. And the politicians who put their heads in the sand, and voters who will never ever apologies, are all complicit. "Republicans have no shame". So true.

@ShaykhSulaiman Trump saved America and flipped politics upside down. Literally the most significant political figure of his own lifetime. Candace won’t even have a legacy.

CANDACE OWENS SAYS TRUMP WILL FOREVER ASSOCIATED WITH DEATH AND THE R*PE OF CHILDREN ON AN ISLAND “That is your legacy now.”

@_Primefolio_ You serious? Much more than usual!

$EOSE no volume

@tmitch4040 @OBGInvestments I can relate. Cheers

@OBGInvestments Hundredthousandaire in Feb '23. Went all in $EOSE. Millionaire Nov '25. HEDLED almost all shares. Twohundredthousandaire again. Ready to head back up (along w/a couple bookies).

I’m very happy for those that stayed the course. Been a painful last month to say the least. Enjoy this beautiful day $EOSE

@OBGInvestments It really picked up in AH and overnight trading. I think it's going higher, as it should.

NICE $EOSE

@shoogahsnaps @ohnonotcameron @99_loss_capital Good one.

@ohnonotcameron @99_loss_capital Because Joe wanted to keep his job.

$EOSE NYSERDA updated their website. It now says bid evaluations concluded in February. Public announcements should be close now, probably just weeks away. The question is: if Eos got a private update in Feb, how did the insider buys in early March happen?

@in_retrotech @oGambleoFuture @StockSavvyShay I was quite shook, as it were, but not shaken out.

@oGambleoFuture @StockSavvyShay they didn't shake me out... and most of the OG I know weren't shaken out. they just whine a lot. :)

$EOSE Q1 PRELIMINARY RESULTS • Revenue: $57M vs. Est. $56M • Shipments: +17% QoQ to a record level • Battery output: +10% QoQ • Automation yields: +22% Manufacturing output & yields keep improving as Eos prepares to bring Line 2 online by the end of Q2 2026.

@theanimal23 That is interesting and not surprising.

$EOSE

@JamesMclaire @KGhazzagh Interest rates will drop with either a recession or removal of DT ... on the 25th.

@KGhazzagh About the same move $eose is doing. Let's hope this is the end of interest rates skyrocketing.

$spwr new 52 week low. TJ has to seriously consider a reverse split.

@bert_gilfoyle I'll have to get down there. I have yet to get up close to a cube. Maybe I'll run into Joe there. Who knows.

$EOSE SCE just told me the Viejas microgrid is connected and running.

@HarryTuttle1977 @tommyjhtrip @MagaGrunt1 @SULLY10X You talking to the party of hate! And let them not forget: making the filthy rich and corporations richer by increasing national dept. by at least 2tril.

@tommyjhtrip @MagaGrunt1 @SULLY10X How’s MAGA working out for you? Lower prices? No. No new wars? No. President getting filthy rich off the presidency while we struggle? Yes. Epstein files? No. How’s it going? Be truthful

🇺🇸Democrats were more outraged over Sydney Sweeney’s jeans than they were over Iryna Zarutska’s murder.🇺🇸

@blueicetrike @oeingoboeing I'm with you. I came from a fantastic city, family, a father a fire captain, stay at home mother, served 5 yrs of Catholic school ...Then planet destruction and wars. Honestly, beginning with Regan, it was clear that party cared about $ and power. Dems-people and conservation.

@oeingoboeing I lived through the 50's, 60s, 70s . . . 2000s . . . and I am not optimistic about our future. I hope I am wrong. If I am right, I hope the Lord takes me first.

@William8rannick @oeingoboeing The things that matter: Love, honesty, caring for each other, caring for nature: the plants, animals, and the air by reducing CO2 and methane, co-operation with neighbors. Not for us, for our children and grandchildren. Already they'll be suffering and loving what we loved.

@oeingoboeing There's a lot that you have to let go of. A lot that was taken from you. And then hold tight to the things that truly matter.

@charlesland123 @bert_gilfoyle I must say, Joe is a good guy building a start up with a lot of balls still in the air. He's a bit of a dreamer, as am I. Things happened. Dream had a setback while finance matters biggly. I say he's learned a lesson, and the quality board are more involved now. I dreaming?

@bert_gilfoyle Joe is fine with the addition of John. I’m not worried.

$EOSE I've said before that the likelihood of an outsider riding in like a white knight to save the day is statistically unlikely. This has been studied extensively by armies of graduate students with empirical evidence. The evidence from public companies who tried that just doesn't support the idea very often. The experience from Enovix is a good example. They were brought in as technical execution guys. As if technical execution alone would turn things around. More famously, Lee Iacocca was brought into Chrysler as the great, charismatic disciplinarian. He turned things around for a bit, but got distracted with the Maserati and his own vanity projects, and things eventually returned to where they were before. The empirical evidence suggests most successful long term companies who struggled at time and turned things around for the long term had leaders who were essentially insiders. Some turnaround insiders were uniquely in the know about what needed to be done. They had a front row seat to what was being done wrong, were not drinking the Kool-Aid, and and had unique insights into what needed to change. These turnaround execs nevertheless came deep from inside the company. They were incredibly ambitious and energetic individuals. But they were motivated by the cause. The mission of the company. Not themselves. Many long term successful companies who overcame their failures and mediocrity and went onto greatness were essentially family businesses. Does Eos have somebody waiting int the wings to take this on? I have no idea. But, I'm extremely skeptical of another silver tongued outsider who comes in with a few years time horizon and a ridiculously expensive negotiated golden parachute. I really hope the Board has got a plan now. Many public companies in similar positions would kill to have retail fans like this, and who would not use and abuse and take us for granted like Eos has in the past year.

@freebirdsteven @99_loss_capital Like a mushroom relationship?

@99_loss_capital $EOSE will get several orders and still keep us mushrooms 🍄 n the dark…

$EOSE UK Cap and Floor initial decisions are probably only weeks away. Eos has ~10.5 GWh shortlisted and I think they have a decent shot at 4–6 GWh.(Though, as always with Eos, you can never fully rule out a disappointment) linkedin.com/pulse/ldes-gol…