Truth seeker II
1.6K posts

Truth seeker II
@truthseekerbeg
A lot of truth wrapped in humor and sarcasm. You may cry but hopefully you laugh more.
Katılım Aralık 2025
157 Takip Edilen165 Takipçiler

@thedaywar90 She raised a gay son, who married a man who misled the world and betrayed a country.
I am sure she is very proud.
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@RyanRozbiani He couldn’t get back on the plane.
Your mother was servicing the Chinese communist party on the plane. Trump only brought the best team with him.
Appreciate her service.
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Where’s the fly? I miss the fly.
David J Harris Jr@DavidJHarrisJr
Mike Pence: "I think Republicans ought to do a lot of soul-searching before 2028." Thoughts?
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@JDunlap1974 His wife has a cock
So theirs that, just saying.
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@USronaldcarter If China wants to not be dominated and controlled by our AI he will deal. Unless he has a death wish his posture will change.
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🚨 THE NEXT 72 HOURS. DAY BY DAY. BOOKMARK THIS.
📅 TODAY — May 13
→ Air Force One lands in Beijing with 12+ named CEOs aboard — Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill
→ Jensen Huang boarded during the Alaska refueling stop — last-minute addition
→ Trump confirms "many other" undisclosed CEOs also on the plane
→ The largest corporate delegation ever to accompany a sitting U.S. president touches down in China
📅 MAY 14 — Day 1 of Summit
→ Trump and Xi sit down for formal talks
→ The ask: Xi opens China's market to U.S. business — directly, officially, on camera
→ 12+ of the most powerful CEOs in the world are in the room or the building
→ Combined market cap of companies represented: over $10,000,000,000,000
📅 MAY 15 — Day 2 / Outcomes
→ Deal announcements expected — or silence that speaks louder
→ Every CEO on that plane needs something specific from Beijing: chip licenses, manufacturing access, supply chain agreements, financial market entry
→ If Xi says yes to even half of it, the trade war framework changes overnight
→ If Xi says no, 12 CEOs flew to China for nothing — and markets will price that immediately
72 hours. Every step has precedent. Every prediction has math.
Nothing like this has ever happened in the history of U.S.-China relations.
The outcome of this trip will move markets more than any Fed meeting this year.
Bookmark this. Come back May 15.
if you're not following me you're finding out about this 48 hours late from someone who read my post..

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@DonDurrett With fiat currency on the brink of collapse, real money like gold and silver is the ultimate wealth protector. Mining stocks are about to explode. Most analysts only have hammers, so they still think everything’s a nail.
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Gold mining stocks are for speculators, and not investors.
Wall Street only buys them when they have no choice. In other words, they will only buy them to avoid getting fired, or to get a bonus. 😂
Wall Street Gold@WSBGold
CNBC asked about mining stocks. The answer was basically, “We avoid businesses without cash flow.” That tells you how misunderstood this sector still is. Many investors are using an old playbook while today’s metal prices are turning miners into cash flow machines.
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@FuzzyPandaShort This is normal ramp-up accounting for a manufacturer converting backlog. UK/Frontier was pre-existing; USA JV unlocks more. Shipments may be intra-quarter, under different names, or not yet in public databases. Demand for LDES is real.
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@FuzzyPandaShort Fuzzy Panda discloses shorts and has a track record. Their reports often highlight real issues but frame them maximally bearishly. EOSE bulls point to execution progress and market tailwinds (zinc batteries as safer/non-lithium alternative).
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$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


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@FuzzyPandaShort The only thing leaking is your wife’s vagina, gonorrhea is not ideal, but I’m sure you like it.
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@truthseekerbeg if you think $EOSE batteries are safer then we suggest you stand next to some of them as they are leaking hydrogen bromide gas and take a deep breath in
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