🔋 C-ric 🔋

On this day in 1994... Suns superstar PG Kevin Johnson capped off a monster night (38 PTS, 12 AST) with this iconic dunk in Game 4 of the Western Conference Semifinals!

@GrassmanWilliam I need to stop paying my SRP bill since they’re not using EOS.

$EOSE “Looking toward 2027, the site will host two pilot projects for non-lithium energy storage to further the utility’s goal of reducing carbon intensity. These include an iron-flow battery system and an organic flow battery pilot, both targeting 10-hour discharge durations.” pv-magazine-usa.com/2026/04/16/srp…

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

@HyGrowth @bdfish24 lol

@bdfish24 I try to give 🐬🐬 some sympathy calls once in a while so he does not feel so isolated.

$EOSE Dilution 🤔

@bert_gilfoyle Uncalled for post

It would be classic $EOSE to miss numbers after already announcing them early. "Revenue for Q1 was $35 million. Regrettably, a calculation error in previously disclosed revenue estimates was discovered. That's on me, and we have already taken steps to ensure this won't happen again. While we are disappointed with the year's start, we ended the quarter with just over $670 million in backlog, booking nearly $1.8 million in new orders across 3 different customers. We are exciting about getting field data for these diverse use cases, sometime in the next 18 to 36 months."

@TheEXECUTlONER_ Placement of the HVAC units depends on what was decided when the home was built. New homes typically now have condenser units placed on the ground with a heat pump set inside or in the attic. Units on the roof are typically combo units, which was common in older homes in AZ.

This man is in Phoenix, Arizona visiting his daughter. It is 108* there!🥵 He noticed this unit on top of her house and wondered why it isn’t on the ground like most houses. He asked her and she said that was the way it was when they bought the house. Why would this be on top of the roof? I’ve lived in 5 different states and never seen them on the roof. And notice how big it is, it’s huge! Why would they be on the roof? What’s the reasoning? And 108*? Are people really digging a 108* weather? Could you handle that?

@Jellenne @TheEXECUTlONER_ Definitely not a swamp cooler.

It's not an AC unit, it's a Swamp Cooler. This needs air to flow over water saturated pads to lower temps without refrigerant. Rooftop placement for swamp coolers allows direct intake of dry outside air, saves ground space in yards, and is a standard, practical installation in the Southwest where they are more energy-efficient than traditional AC in arid conditions.

@TheEXECUTlONER_ Driver in left lane is correct.

This guy is using the left hand lane , which is open. There is a mile long backup and everyone is over in the right hand lane. He drives all the way up until he has to merge. Some people are saying what a jerk he is for not getting in line like everyone else, but a great many people are saying that the cars in the right lane merged into one lane too soon and that if they had used the left lane, instead of being a mile backup it would have been a half a mile backup. What’s your take? Do you think he was correct in using the left lane and merging up at the front or should he have merged right and got in line way in the back like everyone else?

Every time Randy took the mound, you were watching something special. The Big Unit's teammates share what it was like watching him pitch during his 20-strikeout game.

Counterpoint:

@stephenasmith None of them. Pass the SAVE act is #1. And id vote the party that is for freedom and against government fraud, so basically the Trump administration.

If the 2026 midterms were to take place tomorrow, what issue is top-of-mind for you heading to the polls?

@bert_gilfoyle I didn’t realize Larry Marcs was Clubgoer. He adds negative comments to every EOSE post he can. I agree - Him ‘knowing’ they would come in at 2025 revs at $115m doesn’t look good for him if he didn’t sell and now trying to sue.

$EOSE Clubgoer as lead witness in class action trial, being cross examined how on January 29th he already suspected the company missed plan by over 20% and knew what the reaction would be, yet still chose to not sell any of his shares at $16+.

This would never happen under a democrat or an establishment republican president. It is clear we need JD Vance after Trump’s 2nd term is up.

Many traders struggle not because of lack of skill, but because they can't block out noise. I don't care about oil prices, economy, headlines, weekly top calls from influencers. My *only input* is ES chart, my trade plan, my 1 setup. No edge possible if you can't ignore noise

@Basssem666 Stop shorting and you’ll be fine

$SPY I lost a little over 20% of my entire trading capital shorting this rally at every resistance from the 670s to 718. The worst drawdown I have ever experienced to be honest. Few lessons learned. Drawdowns teach you a lot more than winning streaks. Actually, the lessons learned from drawdowns are what fuels the winning streaks. Ready to bounce back stronger✌️💪!

@HyGrowth I’ve had enough of that guy. Time to mute him.

$EOSE Stay in school folks and be careful when swimming with 🐬🐬🐬May cause brain damage 🤣

@BasedMikeLee Those senators holding up the SAVE act are not taking abuse. They are colluding behind the public with democrats.

I agree with President Trump Do you?

@GrassmanWilliam All for warranty 😜

$EOSE 2025 roughly 370,000 KG felt 2026 through April 326,113 KG felt

You don’t get guys like Zeldin in government positions with any other GOP or Democrat administration. He’s a good guy trying to stop fraud in the EPA.