Stealth Trading

2026 bingo is set. @PeterSchiff @gamestop @brian_armstrong @elonmusk @RobinhoodApp @michaelburry_ @saylor @GrantCardone $ASST @mikealfred @JoeCarlasare

@in_retrotech Show the next 31 days...

$eose checking in on 3/10 model. our primary model now for 25+ days. model is 31 days old.

@Rsulli6300 @temu143 Didn't they just announce a 443% preliminary result?

@temu143 cant be , revenue numbers in q1 down from disastrous q4 . said the exited q4 at an annualized 2gw . that would produce 5x the revenue realized in q1. something is not right

$eose delays , BMS software and performance tuning , problems with rte .

@bkfichter I think $15 is fair. But if they land another contract then absolutely. 2H26 will also be the time where they get positive.

Who thinks $eose can hit 20 by the end of the year?

Wow…look where people are move to and away from. Almost like taxes are fucking dumb. Yet people keep voting in shit that tax them.

@OutSideDaBox_ Cerberus will vote to increase shares to give them more money. Dilution = price drop. It will still end strong by EOY but this has to drop it for the future.

EOSE forming a bottom. Wants $6

@danielrucci Looks like based on the vote to increase shares. It may fail to break $5.50 and come back down.

$EOSE has broken out of its recent trading channel. 👀

@Jupupa1 @bert_gilfoyle Maybe they are not confident in winning Brooklyn anymore…

@bert_gilfoyle Maybe they discount possible orders heavily. Also no point to have high top end if market won't believe you'd hit it even if internally just meeting the guidance was a disappointment. Factoring in substantial downtime seems realistic as well

$EOSE Joe said coming out of Q1, Line 1 hit 100% capacity utilization (2 GWh/yr) run rate. But, assume 90% capacity utilization throughout the year, and a modest finished product cycle time improvement from 18 seconds at the beginning of the year to 17 seconds by the end of year. All the while, (I'll assume very pessimistically) ASP decreases from $217/kWh to $208/kWh by the end of the year. That's 1.95 GWh produced by Line 1 and revenue of over $400M. Now add Line 2. I'll assume a ramp up of 8% in Q2, 38% in Q3, and 77% in Q4, and won't even credit an improved finished product cycle time, which was the whole point of the new line design in the first place. That results in a total Q4 run rate of about 3.6 GWh in Q4. And again using this very pessimistic ASP, that's still over $550M. Nothing adds up to the guidance, unless you assume some significant idle time for one or both of the lines. Especially, considering a more reasonable ASP. The top line guidance does not assume a smooth ramp up to a 4 GWh/yr run rate. The mixed messaging here has been beyond absurd.

@MarketNewsLLC You do know they just appointed someone to the board? They would be dumb to go anywhere at this point...

$EOSE If I was a baby I’d be scared too that cerb was going to come in jun and dump on me. I guess that’s where money is made, take risks when others are not willing to (will delete if cerb dumps on me)

For those of you that had no faith in $EOSE for 2H26 to hit double digits. Where are we now? We thinking $1 still by December 2026? Or are we now bulls and thinking $15 by December 26? Quick go delete your posts and start telling everyone you knew this was a buy.

@teslaloosa Then people are lazy because it isn’t hard to find out…

Virtually no one knows what their kWh rate is. Except for one friend who's worked for the power company, I don't personally know anyone who knows. Every time I ask people, I get 🤷‍♂️. It's part of why people are hesitant to go EV. What's a kWh? No one knows. ⚡🔋🔌

@dmottco @realDonaldTrump yo if you don’t get a contract with $EOSE after claiming you want American made. All walk no talk. They are ready to take on the DOD requirements. Get it done! Thank you for your attention to this matter.

$eose My thoughts on Fick The DOD has approximately 800 domestic installations. Every one of them has a microgrid resilience requirement under EXORD 18-02 — a standing executive order requiring DOD installations to achieve 14 days of energy independence from the commercial grid. That’s not a nice-to-have. It’s a mandatory operational requirement. Current status — almost no DOD installation meets this requirement. The gap between current capability and the 14-day mandate represents hundreds of gigawatt hours of storage that needs to be deployed. At $200-250/kWh ASP for defense grade storage — and DOD pays premium prices for domestic non-flammable secure deployable storage — a program to address even 10% of the 800 installation gap represents potentially $5-10B of hardware revenue over 5-7 years. That’s not speculative demand. That’s a mandatory congressional requirement that DOD is legally obligated to fulfill. The Indensity Defense Spec Sheet Every Indensity specification maps to a defense requirement. Non-flammable — essential for occupied military facilities. Lithium fires on military bases are catastrophic operationally and politically. Indoor rated — forward operating bases and hardened facilities need storage that can be placed inside protected structures. Forklift serviceable — military logistics are built around ISO containers and forklift operations. No cranes needed in forward environments. 25-year lifespan — military infrastructure investments need to outlast political cycles and budget cycles. Domestic manufacturing — Buy American requirements. No Chinese mineral content. Defense Industrial Base qualification. DawnOS with cybersecurity hardening — NIST cybersecurity framework compliance. Network isolation capability. Tamper detection. These are not utility product features. They’re defense product requirements. Fick spent four years as Ambassador at Large for Cyberspace writing the exact cybersecurity standards that defense energy storage systems must meet. He knows precisely what DawnOS needs to do to qualify for DOD deployment. He’s on the board to make sure it does.

@Ben_son_of_Lars @Shay_Hartis This! 2H26 is where this gets back to double digits. Release of the cali news and this will touch ATHs.

@Shay_Hartis Fireproof American-made LDES with cheap abundant materials 7x YoY growth, $701M backlog + $23.6B pipeline, $625M cash, NDAA/DOD compliant, full domestic content, hockey stick ramp, Line 2 soon, DOE/DOD partner, overseas sales, NY & CA soon

Anyone care to share their opinion on $EOSE?

@TheLongInvest What about $EOSE LOL

$BTC will return to its ATH $ETH will return to its ATH $SPY will return to its ATH $AMZN will return to its ATH $GOOG will return to its ATH $NVDA will return to its ATH $MSFT will return to its ATH $META will return to its ATH $TSLA will return to its ATH $UNH will return to its ATH

@OBGInvestments @PoweredByEos Really hoping after April 17th...I have CCs that I need to expire worthless.

When can we expect this type of an announcement for @PoweredByEos ? $EOSE

@TJTheWheelDeal Needs to be cheap and have three rows...

Stop teasing up and put out a game changer. This would fly off the shelf imo.

@LamarMK Or...Or...now hear me out. SELL THE VEHICLE WITH IT INCLUDED. Tesla is just turning out to be yet another sub company.

A lot of people don't want to pay $99 a month for FSD. So they don't even try it. Drop the price to $49.99 and suddenly it's an easy decision. Add a 6-month plan for $279 or a yearly plan for $499, and now it's a no-brainer. We saw what happened when Tesla offered the Cybertruck for $59K. Demand took off. Same thing would happen with FSD. Lower the price. Get more people in the door. Let the tech sell itself.

@LamarMK It will probably cost $80k base. Which is not cooler than a minivan. As you can get a nice minivan for like $50k...so @elonmusk is wrong.

The minivan era is over. Elon just confirmed Tesla is working on something cooler than a minivan. Many are hoping it's a Cyber SUV built on the Cybertruck platform. Same durability. Same tech. Same futuristic design. This would be the next evolution of what an SUV should be. Who's ready to order theirs?

@Zerosumgame33 The amount of people that dont think that gap fills in 12 months is WILD.

$EOSE The bottom is $3.70 and I strongly believe we see it before the Q1 print. If it does, I plan on taking a very serious look to get 12 months long.

@Dolphins19845 Such a short minded take. How about buy, sell CCs for premium and 2H26 you make money? Pretty easy game.

Time to go night night $EOSE 5.28 is saying you shall no pass Historic run though

As someone that owns both a $TSLA and $RIVN I will say $TSLA Smokes them in the tech department. Their recognition, FSD, etc. Blows $RIVN out of the water But, $RIVN smokes them in "driver" experience. It drives sooo smooth! The adjustments are nice!