Mary Tang

@ni1hannah 你是神吧？马斯克脑子里想什么你都知道

突发！马斯克为了做成在中国的生意，答应封掉李老师的X号。

@kcbb69 @FuzzyPandaShort Cerberus will lock up the shares till the end of 2026.

@MaryTang166 @FuzzyPandaShort They don't have a choice. They can't sell their sizable position. Only chance for them is to dress up this pig and try for a trade sale exit. They will use as much public money as possible to make that happen.

$EOSE's 10-Q reveals huge revenue & customer issues that CEO Joe clearly doesn't want investors to know 51% of Revenue ($28.9m) came from the UK Which customer is in the UK? Frontier Power UK (connected to Cerberus, Eos's PE owner) But digging deeper gets dirty: - Import-Export Databases reveal 0 shipments by Eos or any of it's subs to the UK...so 51% of Q1-26 Rev is from batteries that were NOT actually shipped to the UK - Meanwhile - Eos's 10-Q shows an unexplained 180% spike in Unbilled Receivables (aka contract assets). The spike almost perfectly matches the amount of revenue booked from Frontier Power UK It looks like $EOSE both did NOT ship batteries to Frontier Power + did NOT bill for them! This is a bombshell on top of the fact that Eos's new major customer was revealed this morning to be "Frontier Power USA," an entity that was only registered last week and which was created by Cerberus & Eos During the hottest AI boom and demand for batteries ever $FLNC reported backlog increasing +100% YoY Meanwhile, $EOSE's backlog is -5% YoY & their only hope now seems to be selling batteries to themselves GFLTA

Elon is so popular, everyone wanted to take picture with him ;)

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

@ParadisLabs Thank you so much! I will be waiting for your research

Seems like the two most popular names were: 1. $PENG 2. $OUST I'll start doing research into both. I already have high-level notes for $OUST, but would prefer to beef it out a bit before talking about them. Note: I currently don't have a position in either.

@hanking66 回来吧，特斯拉家庭欢迎你

$TSLA 特斯拉再涨10%也要破新高了，涨涨真的很快的，MAG7的一大特色就是，无论跌多少都会涨回来。 我以前是个纯特斯拉多头，虽然现在没有持有了，但是看到特斯拉也好起来了，我还是感到恼火。🤣 Discord在个人资料，buy the dip，长期持有。

@WangNextDoor2 真是这样。当没有了生存焦虑，以前什么生活还是什么生活，不会因为有钱了生活方式来个大变化

看了李晨的生活，更加说明了当财富达到了一个程度，钱再多也基本改变不了太大的格局了，人就是那个人，吃什么东西，睡多大地方，有多少烦恼，该孤独的孤独，该傻帽的傻帽，就那么回事，不必太纠结最后成功的那个数字！

@Rustallintsla 真的是这样。其实等待特斯拉爆发的那一天，才知道信仰有多重要，对好股票的重仓有多重要。虽然热股的回报率很高，但谁敢全仓？因为炒热度，只敢小仓位。最终没有跑赢全仓的特斯拉

@MaryTang166 两耳不闻窗外事，一心只加特斯拉

我和我妈昨天视频聊天，她突然说你的tsla最近涨上来了，你看看能不能获利了结一部分，做个T。 首先我听不懂啥叫做个T，然后我就笑而不语。 她又说，现在光模块很热，我把你三姨的钱从50万炒到120万了都。 然后她有抛出了一些单词，我听都没听过，然后就尴尬的用笑声和赞叹掩盖我的无知。

@hanking66 感谢！从你的POST中学习了不少投资的经验

恐高 卖飞 踏空不要慌，机会总是有的，只要有耐心，这周五美联储交接班，是市场非常好的借机回调时机，下跌都是买入机会。买上了回来留言感谢我就行。 此条不是看空建议，切记多看少动，美股还会继续上涨的。（每次都要这么说，怕被人误会我是空头，又担心多头被我说的跳下车） Discord在个人资料，buy the dip，长期持有。

@h5LPyKL7TP6jjop 这种女人真让人恶心！也真丢中国人的脸

华女太贪 与富豪上床后威胁曝光获650万仍不够要分12亿 一名46岁的华人女子，通过社交媒体与某亿万富豪联系，并约到家中发生关系后，以曝光相威胁，获得了650万美元的“赔偿”，但仍不满足，继续要威胁曝光，要求分得该富豪一半的资产，约12.15亿美元元。

最终，富豪选择报警求助。该华人女子获悉后试图回中国躲避，在纽约肯尼迪国际机场被联邦调查局（FBI）探员逮捕。 
据《华人街日报》报道，该富豪是 NBA 球队密尔沃基雄鹿队（密尔沃基）雄鹿队联合老板、华尔街著名投资人韦斯利·埃登斯（Wesley Edens），同时担任英格兰阿斯顿维拉足球俱乐部老板，他在体育和金融界拥有巨大影响力，公开的资产为25亿美元。

被告是一名华人女子，46岁的罗昌丽（Changli “Sophia” Luo，音译），中国出生，离异人士。事件起源于2022年，罗女士通过LinkedIn私信联系埃登斯，双方迅速发展出密切关系，并在罗女士 位于泰勒的公寓内发生行为。 官方称，埃登斯当时刚离婚，在激情的一夜后，罗女士寄给他一封充满激情的“情书”。信中写道：“我从来没有对你说过我爱你，今晚我想告诉你，我一直在暗示我对你的感情，因为我从心底里爱你！” 然而，埃登斯明显拒绝了爱情。罗女士的精神状态也日益令其厌恶，开始对埃登斯展开长达数月的敲诈勒索活动。 联系其家人与合作伙伴曝光威胁，罗女士威胁将亲密视频和照片公之于众。她不仅要巨额金钱，还试图通过联系埃登斯的家人、前妻以及商业伙伴施压。  据刑事诉状，罗女士的勒索行为持续数月。她不仅发送威胁信息，还试图通过媒体渠道放大压力。在一封信中，她写道：“我相信你的家人和商业伙伴会从这些采访中的行为了解到你和你的不法。 ” 检察官指出，罗女士精准打击埃登斯的“痛处”，警告称无法支付款项，否则将曝光丑闻，“永远玷污你的名声”，她甚至声称公寓内安装有摄像头，“你做的每件事都被拍了一下”。 索要650万美元后加码到12亿美元，为避免家人骚扰和公众羞辱，埃登斯最初选择配合。达成双方共识和解协议，埃登斯同意支付650万美元，其中包括100万美元预付款。 据罗女士律师称，后来她发现自己感染了人乳头瘤病毒（HPV），这是一种可通过性行为传播、可能导致癌症的病毒。她将责任归属于埃登斯，并要求重新谈判协议，索要高达12.15亿美元的巨额赔偿。这一要求几乎相当于埃登斯净资产的一半。 埃登斯忍无可忍，遂报警求助。 2024年5月，联邦调查局（FBI）特工搜查了罗女士在仓库的公寓里。在洗衣篮中发现一部手机，而另一部关键手机则藏在一个卫生巾盒内。这些设备中存储了多段视频和照片，其中部分内容显示埃登斯。调查认为，这些材料是罗女士用于勒索的核心“证据”。 罗女士在肯尼迪国际机场被捕。她被控四项罪名，包括敲勒索和相关记录等。目前，她已拒不认罪，以50万美元保释金释，并获软禁状态，预计庭审将于今年晚些时候进行。 埃登斯方面坚决否认相关指控。其后证实自己是罗女士的勒索目标，但强调所有指控均不属实。联邦诉讼在诉状中未直接点名埃登斯，但《华尔街日报》通过多方细节拼凑，确认了其身份。 韦斯利·埃登斯是美国体育界和金融界的重量级人物。2014年，他与马克·拉斯里（Marc Lasry）共同收购密尔沃基雄鹿队，使球队价值大幅提升。目前，雄鹿队是NBA劲旅，埃登斯还涉足其他体育投资，包括英超阿斯顿维拉俱乐部。他的堡垒投资集团管理数百亿美元资产，在私募股权和信贷领域享有盛誉。 目前，罗女士被限制在家，无法离开纽约地区。她的律师表示将积极辩护。而埃登斯方面将保持低调，案件进展华尔街日报和体育界关注，可能对埃登斯的公众宣传及行动机构产生潜在影响。

@blondebroker1 @cantonmeow Thank you. I love $TSLA at $600

$TSLA $600 coming Chart dropped in Discord today Think I’ll post for my X subscribers too! Thanks for those that have subscribed and supported me this week ❤️ let’s get some levels

@__Inty__ 真丢中国人的脸

亿万富翁雄鹿队老板韦斯利·埃登斯与中国离异女子发生性关系后遭到勒索，该女子要求分得他一半的财产

@ShanghaoJin 谢谢提醒，对进与不进，正是犹豫不决的时候。你的话点醒了我

But if you want to buy SNDK/MU now You are basically showing up to the party at 1:30 AM

What you see vs what your Tesla is able to see

@Jackie_s_pace 还有，当特斯拉DIP时，特斯拉股东都抄底的，所以实际回报率远比QQQ高

很多人说特斯拉垃圾，但是5年回报跟QQQ几乎一样，差到哪里去了？ 差就差在你不是一个长期投资者。 $TSLA $QQQ

@MMatters22596 @grok is 700m backlog true fir $EOSE?

$EOSE up 25% today. Can this actually make a comeback? The company has to prove it can execute. This is literally the only thing holding this back. Demand is massive. - $700m Backlog - $23.6 commercial pipeline The bottleneck is production capacity. If $EOSE can make this work, this is still one of the most interesting and disruptive tech companies out there.

@in_retrotech Legend!

$eose hope this helped some folks out! sent before market opened at < $6.69 closed >$8, ~26% run

Why Tesla cars are much safer than other cars!