Ale M

It takes a special kind of retard to think these two cultures could ever mix.

FSD Supervised handles Amsterdam’s busiest streets with ease

@elonmusk Correct, for us it will be like switching from a dyno juice car to a Tesla for the first time ever. It's going to be awesome 🥰

Europe will love Tesla self-driving! Due to the extreme regulatory burden of the EU, which in general stifles innovation in Europe, Tesla owners there have been stuck with basic lane-following.

German TV reporter testing @Tesla FSD (Supervised) V14 in the country as public transport in rural areas: "I was genuinely impressed. In the situations where we experienced the system, it worked perfectly and safely. I hadn't expected that. Even in the bad weather conditions in the Eifel region. In many cases, it reacted at least as well as a human driver, if not better. If Tesla is ever allowed to roll out this system nationwide in Germany, I think it will have a major impact on mobility. And that will only be the beginning of some very significant changes in transportation..."

@BaronDestructo Teyla for sure...unbeatable with that small part of Wraith DNA 👍

The search for our ship's Enforcer/Warrior continues! (The Elite 8) Choose -

🚨🚨🚨 Oklahomans there is a Muslim day scheduled at the Capitol. I was groomed and isolated by a Muslim ex Iranian gov official from age 14-20. Do NOT allow this to repeat. Muslim = terrorist

This was a sizable retail purge. You can see the second wave coming… newbies who have “discovered” $EOSE … “have had this on my radar for some time” blah blah. These cycles are part of being long. People will come and go, some silently, some needing a big “told you so” exit to help them feel better, and of course some turn into active bears for a time. Inevitable. The toughest thing about being long is remaining so, in the face of all the despair, whining, and gnashing of teeth. More so today with the immediacy of hellscapes like this one, lol. Anyway, glad to be on this ride with level headed folks like yourself, Tony.

The $EOSE community on X right now is dominated by negativity. I get it. The stock has been brutal, management missed their 2025 guidance significantly after confirming it just weeks before Q4 ended, and trust in leadership is at a low point. People are angry, some are calling for the CEO to resign, and the mood feels like a breaking point. But I've been investing in individual stocks for 24 years, and one thing I've learned is that emotions driven by price action and missed guidance are almost always the worst possible compass for decision-making. The stock price is rarely an accurate reflection of what a company is actually worth. In my experience, a stock trades close to fair value maybe once or twice a year. The rest of the time it's either overpriced or underpriced, often dramatically. That doesn't make the frustration wrong, but it does make it a poor basis for conclusions. There is also a lot of frustration about how quiet management has been. That criticism is not entirely unfair. But I'm not sure it's entirely fair either. When someone in the community asked me to co-sign an email pushing IR for monthly production updates, I declined. Asking a company to share more data to make shareholders feel better in the short term is not really an investor request, it's a comfort request. And comfort requests rarely move companies forward. Someone else did send that email. The response from IR was real and substantive. They explained that monthly production figures at a single-product company are essentially a direct proxy for revenue, and that without sufficient context those numbers risk being misread by the market. That is a legitimate answer. You can disagree with the decision, but it's not the answer of a company that doesn't care or isn't thinking about its shareholders. So I decided to do something that felt clarifying: completely ignore the stock price and ignore all forward guidance. Just look at what they have actually achieved, and what the trend lines in that data are telling us. On revenue, the picture is more nuanced than most people realize. After strong growth in 2021 and 2022, revenue dipped slightly in 2023 and again in 2024. That looks bad on the surface, but the reason matters: they deliberately shut down the old manual Gen 2.3 production line and transitioned to the automated Z3 line. It's the same painful-but-necessary pattern Tesla went through when shifting to Model 3 production. You take a step back to take several steps forward. In 2025 that step forward arrived: $114.2M in revenue, up 632% year over year. On production, the underlying numbers tell you why that revenue growth is real and not a one-time event. In July 2024 they installed their first automated Z3 line. By the end of 2024 annualized capacity was 1.25 GWh. Through 2025 they systematically expanded that, integrating subassembly automation, bringing 26 suppliers to full capacity, and ending the year at 2 GWh. Shipments grew 659% year over year in 2025. In Q4 alone, battery module output was up 76%, bipolar automation up 90%, and containerization up 82%. These are not paper improvements. They are physical throughput numbers from a factory that is genuinely scaling. All during a quarter with plenty of production challenges. On margins, the trend is the story. Gross margin went from -324% in Q4 2024 to -94% in Q4 2025. Five consecutive quarters of improvement, without a single exception. They are nowhere near profitable yet, but the direction of that curve is unambiguous, and it's accelerating as volume increases. On demand, the numbers are striking. Their pipeline has grown from roughly $13B at the start of 2024 to $23.6B by the end of 2025, representing 99 GWh of potential demand. Their current production capacity is 2 GWh. The market wants significantly more than they can currently build, which means the primary constraint on their growth is their own ability to scale, not demand. And that is exactly what makes this company hard to own. Scaling physical manufacturing is genuinely one of the most difficult things a company can do. Timelines slip. Predictions miss. Even the best operators in the world struggle with this. That doesn't excuse poor communication from management, and I'm not defending it. But when I look at what Eos has actually built in two years, the automated line, the consistent quarterly improvement across every key metric, the growing pipeline, the first real balance sheet they've ever had, I see a company that is executing something incredibly difficult and showing real progress doing it. The anger on X is understandable. Missing guidance that badly, that late, damages credibility. I feel that too. But all of that anger is being driven by two things: a stock price that is a poor indicator of company value, and predictions that I never fully relied on in the first place. Eos is hard to own. But hard to own and wrong to own are not the same thing.

Line 2 is a much better line. Not just a copy of line 1. Significant improvements in line length and product travel. This line can run faster and output more. Line output, quality, and product supply gaited Q4 results. Look forward to its installation and ramp up. $EOSE

@BaronDestructo We need an ex-Jaffa 😉

The search for our ship's Enforcer/Warrior continues! (The Elite 8) Choose -

@PoweredByEos Pedal to the metal. Well done. Focus on transparency

Battery Line 2 has successfully completed Factory Acceptance Testing (FAT), validating system performance under real operating conditions ahead of installation! This milestone reflects the disciplined, process-driven execution required to scale advanced manufacturing. Line 2 is purpose-built to expand overall production capacity and incorporates key enhancements, including a single-piece flow configuration, increased process redundancy,  and advanced pick-and-place gantry systems to drive faster cycle times and improved efficiency. These design improvements, along with the Thorn Hill building layout, are expected to translate into meaningful gains: 1. Raw material travel reduced from approximately 2.09 miles to 0.29 miles —86% reduction 2. Line length reduced from approximately 478 ft (Line 1) to 288 ft (Line 2) — 40% reduction Next stop: installation at the Eos Thorn Hill facility.

This is the transparency your investor base (current and future) needs to increase trust. No more "foggy" announcements please 😉. Pedal to the metal $eose @PoweredByEos @JoeMastrangelo8

We are being replaced

You had one job, @warnerbros. Just the one. And you fucked it up. 🤦‍♂️

This miscast of Snape in Harry Potter is a good example of race swapping changing an entire story. If Snape is Black, despite books saying he’s White, then Harry is now suspicious that the only Black teacher at Hogwarts is stealing and his Dad bullied a Black kid by hanging him. This seems like a major story change to introduce the idea of racism, and it strays from the source material. 🥴

This is what happens when you hire idiots to remake classics

Remembering Leonard on what would have been his 95th Birthday 🎂

🇺🇸Very true.🇺🇸

@GuntherEagleman Maybe the globalists are finally seeing the effectiveness of the CCP strategy of pushing invasion by immigration ...... maybe China benefits greatly as the West collapses.

“Have an open mind” really means “it’s woke, it’s full of alphabet gang stuff and they fear you might kill it before even starting (à la Star Trek Woke Academy)” 😉