Bill Stolze

@joceyreyes209 Don't ignore Aeroflexx either. While it isn't as sexy as Accelsius, it has real orders and an increasing book of business.

$INV This is how I’m think about those calling for the AI bubble to burst. Everyone is focusing on hyperscaler capex. To date 90% of AI capex has been Hyperscaler based becuase they have receiving 90% of the GPU’s. The enterprise AI build out hasn’t even started in earnest yet and will accelerate IMO as agentic AI takes hold in the enterprise. This is a multi year cycle and we are still in the early innings. It will dwarf the .com build out of the late 1990’s early 2000’s by an order of magnitude. AI requires vastly more compute, memory, storage and power as AI goes from chat based to agentic AI and ultimately AGI and the requirement to cool processors as they run hotter and hotter will become a increasingly critical requirement. two phase cooling will become a mandatory requirement as processors run hotter and hotter as processing loads increase. Air and single phase cooling aren’t viable solutions. I believe Accelsius is positioned to capitalize on the massive opportunity in front of them and emerge as THE industry leader in the $30B two phase cooling market. Through INV I have made a concentrated bet in Accelsius. DYODD. Not financial advice.

@RodDMartin Democrats have been vastly overrepresented for decades.

🧵The Democrats may not survive the Callais ruling. The Supreme Court’s decision to curb race-based congressional districts strikes at the structural foundation of their House power. I've been counting 21 such districts. But by the American Spectator's count, 122 of Democrats' 212 seats sit in majority-minority districts engineered along racial lines. This is not a small correction. It is an existential threat to their current model.

@MrNotAdvice @Keir_Starmer And a Gerbil Smuggler.

@Keir_Starmer You are a f'ing MORON. And a DISGRACE.

@xEBITDA Excellent post

Trigger warning: Long post after digesting the ER. I think the market is still misunderstanding what the $EOSE/Cerberus JV actually represents. Most people are analyzing this like a normal strategic investment where Cerberus simply decided to back Eos. That’s not really the important part. The important part is that this may be one of the first serious attempts to solve the actual bottleneck in long-duration energy storage: project bankability. The issue with LDES was never simply demand. Everyone already understands the need for dispatchable power, AI/datacenter load balancing, grid resiliency and renewable integration. The real problem was always financing, insurance, guarantees, underwriting and project structuring. Utilities and hyperscalers do not want to coordinate a battery vendor, an insurer, a project finance group, EPC contractors, asset managers, software operators, and energy market specialists for every deployment. They want turnkey infrastructure with predictable economics and credible counterparties standing behind it. That is what Frontier Power USA appears designed to become. The JV effectively creates a vertically integrated deployment and financing platform around energy storage projects. Cerberus brings institutional capital, infrastructure expertise and project structuring capabilities. Ariel Green brings long-duration performance insurance and underwriting capacity. Eos supplies the initial underlying technology stack and manufacturing platform. Together, that creates something much more important than simply “a battery company.” It creates a framework where a datacenter operator or utility can potentially make one phone call and receive: the batteries, financing, insurance, guarantees, project management, operational support, and assistance monetizing various energy market revenue streams. That dramatically lowers procurement friction. The most important piece here may actually be the insurance and financing framework itself as both @AdamLevey7 and @JigarShahDC can probably attest to. Battery projects are difficult to finance because lenders fear technology underperformance and uncertain long-duration cash flows. Most lenders are not battery experts. They care about whether the project performs as promised and whether revenue streams are reliable enough to support institutional debt financing. By wrapping projects with standardized underwriting structures, long-duration insurance coverage and institutional financing frameworks, Frontier potentially lowers one of the biggest barriers preventing large-scale LDES deployment. Infrastructure markets run on trust and underwriting confidence far more than chemistry debates. And this is where I think many investors are still missing the bigger picture. $EOSE does not necessarily need to “win the battery wars” in a winner-take-all outcome to become extremely successful. The LDES market itself may become enormous because the underlying demand drivers are structural: - AI power demand, - renewable intermittency, - transmission constraints, - resiliency requirements, - electrification, - and grid modernization. It is naive to think $EOSE or any other company will be "the one". Multiple technologies will likely coexist. What matters is whether $EOSE secures a durable position inside the financing and deployment ecosystem as the industry scales. The Cerberus JV potentially helps accomplish exactly that. Before this deal, $EOSE was mostly viewed as: “a speculative battery manufacturer.” After this deal, $EOSE starts looking more like “a foundational participant inside an emerging infrastructure financing platform.” That distinction matters enormously. Battery hardware alone eventually commoditizes. Margins compress over time. But financing ecosystems, underwriting frameworks, institutional relationships, recurring project cash flows and deployment platforms create real moats.And ironically, one of the most interesting aspects of this structure is that Frontier itself may eventually become bigger than just $EOSE technology. As a reference, look at GE Finance, Siemens Finance, or any of the Automotive Fincos. These are enormous businesses by themselves. Today, the platform is clearly centered around $EOSE. Frontier secured a 2 GWh reservation agreement tied to $EOSE manufacturing. Cerberus committed $100M of equity capital into Frontier. $EOSE plans to contribute approximately $150M via the rights offering. The Ariel Green insurance structure is specifically designed around $EOSE technology today. But over time, if Frontier successfully institutionalizes the financing side of storage deployment, the platform itself could theoretically finance and deploy multiple technologies across the broader industry. That possibility actually reinforces the thesis. Because it suggests the real moat may not ultimately be: “our battery chemistry is slightly better.” The real moat may be: “we can actually get projects financed, insured, approved and deployed at scale.” Disclaimer: Long $EOSE

@LucasSacerdote_ You aren't at all concerned re RTE rates and a lack of outside orders?

$EOSE Great call and progress! Congrats to the whole team. Main takeaway: Cerberus isn't going anywhere. They continue to doble-down on $EOSE, reinvesting, putting the effort and talent, and building a "platform"; the typical Private Equity playbook. A battery OEM having its own project development arm makes all the sense in the world. I like it. Allows for faster deployments of newer technologies, and can work as a hedge and reinvestment avenue if manufacturing ever becomes commoditized. There's a scenario were owning the energy asset is more profitable than manufacturing it. Dont know the probability of it, but it exists. Eos has got that covered now. On the commercial front: 2GWh from Turbine-X + 2GWh from Frontier USA + 3GWh from Talen + 3.3GWh from NYSERDA... among others... some of them need to turn into firm orders, but still. Lots of traction to like imo. Manufacturability of the product continues to improve, even without Tornhill online. John Mahaz is a killer and great addition to the team! Margins still negative but improving fast, and are even targeting adj-EBITDA positive by year-end. That was above my expectations. All-in-all, lots to like. $EOSE placed the bar super low after Q4 2025. That was deliberate. Painful in the short term, but the only was to rebuild from there. Q1 2026 was the first step towards that. Cerberus continues to be all-in. A lot more to digest.

@x_times_1 Might be never

$EOSE Wen 12.50?

@JoshYohe_PGH Jason Robertson age 26

Dubas had a lot to say and much of it was quite interesting. Article upcoming. A couple of things I found especially noteworthy were Dubas basically campaigning for players in their 20s to come play in Pittsburgh and the fact that Bill Zonnon already knows the team’s system.

@Osint613 "So guys, we'll trade you this PSA 7 Mario Mendoza rookie card for your PSA 10 Mickey Mantle rookie. Sound good?"

According to Al Mayadeen, Iran’s proposal to the U.S. includes: • Ending the naval blockade • Restoring full freedom to export oil • Lifting U.S. sanctions • Unfreezing Iranian assets • Securing a ceasefire in Lebanon • Maintaining Iranian control over the Strait of Hormuz

@MarkMaddenX And things can change quickly with the abundance of cap space they are likely to have for the next several years.

I wouldn’t. It’s far off.

@marklevinshow She should write her dissents in crayon.

Jackson is a radical in a robe. She’ll become a hero of the left, as she attacks the Court from within. foxnews.com/politics/supre…

@GadSaad @cenkuygur He won't need to. His stress will soon manage him.

Chunky Yogurt needs to manage his stress. @cenkuygur

@TheCinesthetic And now it will be a chick with a dick.

Achilles in Troy (2004) is Brad Pitt at peak movie-star power. The film spends the entire runtime building Achilles up as this almost mythical warrior, then Pitt plays him with such confidence that every entrance feels huge before he even lifts a sword.

@KimKatieUSA This will be the first Christopher Nolan movie that I will not watch.

Can anyone explain to me how a scrawny little female is going to come anywhere near replicating this?

@Osint613 "But while we wait, bring us some goats and KY."

Commander of the IRGC Aerospace Force: “The Aerospace Force’s missiles and drones are locked onto the enemy, and we are awaiting the order to launch.”

@Osint613 I thought it was a bass fishing tournament.

IRGC ISSUES WARNING TO U.S. NAVY: “Warning! Any aggression against Iran's oil tankers and commercial vessels will result in a heavy assault against one of the American centers in the region and the enemy's ships.”

@Milajoy Why is it sad? Fuck em. They voted for it. Now, it must be razed entirely before having a chance to reform and rebuild.

Most downtown Seattle businesses are GONE because of leftist rule. Starbucks Old Navy The Loft And many more GONE. They left because of crime and homelessness & now most of downtown Seattle is VACANT. How SAD.

@zerohedge TardGPT

ChatGPT should train on her

@GadSaad @sapinker @realDonaldTrump He can't. They can't. Hard wired.

Dear @sapinker, You are yet again unnecessarily bringing @realDonaldTrump into the conversation. Try to process the contents of my book without invoking your political orientation. The open border immigration policies that have taken place in the West are perfectly suicidal. You need to have the imagination to extrapolate from current realities to a far-away future to recognize the death spiral. You grew up in the warm succour of the West; I grew up in the Middle East. As a Jewish man, you may wish to reconsider your immense kindness and empathy toward those who would eradicate you in a heartbeat once the demographic realities are in their favour. I live in the real world and not in the ecosystem of the ivory tower where ideas are fully decoupled from reality. Shabbat shalom.

@x_times_1 7A. Resolved, that BNYDC be authorized to enter into an amended and restated lease with NYC Energy LLC for the use of Building 293 for the construction and operation of a 300 MW zinc-based battery energy storage system.

@WaltRuff They'll go back to missing the playoffs again next year.

The Flyers are angry and trying to mix it up late. K'Andre Miller and Mark Jankowski are laughing.