Jesse🔋

$EOSE Golden Standard.

ENERGY. ‘Few’ understand what we’re building intelligence on right now. There’s a limit. You can invest across every layer that brings AI to life… but it’s not durability. AI will die. -> Flip the switch, will be worth trillions 8oz medium-rare filet. 4oz A5. Blanton’s.

@dmottco Had a great dinner last night. Wish you were there

@srvc76 👋

hey @dmottco

Macro Inflows

@99_loss_capital @philroberts @MarketNewsLLC They’re not going to consistently publicize one of their biggest competitive advantages. Eos will “drip” it within investor decks, over time.

$EOSE Eos need good news desperately. Otherwise, will be a long painful road to what I think is Q2 earnings.

OH.. last thing. Sorry Ken Rosenthal is such a fucking loser.

USA captures Venezuelan President… USA loses to Venezuela in the WBC Final. I’d trade Maduro for a Gold Medal

Last one until 2030. Play Ball.

AMERICA. Mother fuckers 🇺🇸⚾️

@kremsnite #CybertruckBottom

@srvc76 That explains it. Eose tanked bc they took your 📐 away and the reversal this afternoon is due to its rightful return home. 🫡 onwards and upwards.

WE. ARE. BACK. 📐

This won’t pass. Just noise. Moving from 4x earnings reports a year to 2x doesn’t change valuation. Multiples are driven by growth, cash flow, and execution YoY. BUT… it would change the entire dynamic of market rotation. That’s exactly why it won’t pass.

$EOSE Bullish Divergence.

$AAPL AirPods Max 2. S/o Tim Cook. #Innovation

@RektTargaryen you’re on fire

$EOSE Found the guy responsible for quality control on the bipolar dividers..

@Jared_Carrabis It’s a 162 game season.

If MLB games were played with the same emotion and passion as WBC games, baseball would be the number one global sport in less than a decade.

Average is the default setting of the human condition. Today, comfort has created more losers than ever. If you want to be great… build habits most people avoid. -> Experience failure Growth isn’t comfortable. If you don’t know where to start… wake up before everyone else.

No.. you missed my point Topher. There’s absolutely a trajectory on misses. My point is Q4 was so sporadic that we can’t base 2x revenue print & then overlay that to the actual internal efficiencies of the business to roll that into 2026 We need a couple more quarters of SotA line with actual uptime to create a foundation at this first inflection of scale. That’s why I have Q4 in penalty box for now

There’s a fugging trajectory. It’s called misses and a pretty large gap to fill between CM+ and where we are at. It doesn’t do any good to make $1 worth of product when it costs $2 to make. That’s where we are at. There’s a trajectory that you and the other permabulltards ignore. Because it doesn’t match your spreadsheets and spaces.

$EOSE It’s been a few weeks since the Q4 print and I’ve read a lot of takes on Eos. Some thoughtful, some emotional. Per usual. Truth is.. everyone digests information differently based on their own timeline, obligations, & tolerance for volatility. Some people truly rely on the market to fund everyday parts of their life… others are thinking 5, 10, 15+ years out. Both seats exist and that’s part of what makes markets fascinating. For those of us who have accepted the peaks and troughs of a long term investment, price deviation & “what the hell just happened” moments .. are part of the ride. That includes premiums to credibility, vanished. Horrific earnings. As long as the underlying trend of the business continues to move forward… that’s what matters. It’ll never be perfect or on your timeline. “Short-term thinking demands immediate proof. Long-term investing lets time deliver the verdict.” -> Mind you.. a short-term viewing can absolutely be 1-3+ yrs.. or even longer. Take a step back and look at the numbers. In the second half of 2024, Eos printed back to back quarters with less than $1M in revenue. Let that sink in for a second… Fast forward to early 2026, 18 months. The debate is whether they can reach roughly $300M this year. Regardless of street’s expectations, sandbagging, or just overall questioning of optics within Q4.. I get it. Healthy skepticism is absolutely fair based of recent trends, but the scale of that progression shouldn’t be ignored. Two years ago this company was conserving cash, slowing operations, and dealing with extremely expensive capital just to keep the lights on. Today they sit on a much stronger balance sheet with capital to execute & a clearer operational path forward. That is a massive shift. Again, a massive shift. Nothing is perfect and the story is still early… but when you zoom out, the trajectory is remarkable. If a company goes from under $1M per quarter to over $100M per quarter within a handful of years… that is real scaling. Hypergrowth. Markets will always price things daily. Macro, sentiment, bears, momentum… all of it. But sometimes it’s worth peeling back the noise and just looking at the progression of the business itself. Eos is still in the early chapters… and the trend is what matters. They should be a dead SPAC. But every investor also has to do a personal check in. What is your timeline… how much volatility can you realistically handle… & what milestones do you personally need to see next from the business? Markets will always test conviction along the way. But if you step back and focus on progression instead of daily price… the story becomes much clearer. For me, that progression is still moving in the right direction. Let’s see what 2026 brings. Their first full year with a SotA line. Good luck

@ThomannTrevor @Cluster_6 Aw thanks I take no issues being called a Permabull None of my posts should validate anything financially. My thoughts & observations. I really enjoy these chapters of a story. Stock is above $10 for 6months, then sinks in short-term. Pitchfork the Permabull Let’s run it back

🤣 I think you missed my point entirely and are now somehow shifting this to me looking for validation. I exited 75% this stock well before it dropped 70%. If I were getting validation from you, I wouldn’t have exited and like you, fully round tripped. My point was for others, not you, to not take your perma bull posts seriously.

@ThomannTrevor @Cluster_6 Hey Trevor. If calling out management more directly is what creates validation for you, there’s plenty of “Fire Joe” posts on here. Go follow them. No one on X will ever tell me how to think or speak about an investment, trust me 🤣

@srvc76 @Cluster_6 I’d take these posts a lot more serious if Jesse has ever once called out Management. Rose colored glasses are why people have gotten destroyed on this stock recently.