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Rotation to LDES
Morgan Stanley
March 17.
$eose
Ayesha Tariq, CFA@AyeshaTariq
Morgan Stanley sees the next big opportunity in Energy Storage when it comes to AI power plays.
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Fun fact about $EOSE:
It doesn’t have a clean room that costs millions of dollars.
Z3 batteries are essentially reversible electroplating systems. Like lithium-ion batteries, they’re affected by dendrites.
But the dendrites aren’t needle-shaped, they’re physical irregularities in how the metal was plated. The electrolyte is based on water and the zinc can be dissolved back into the liquid.
Because Z3 stores energy by plating zinc onto an electrode, $EOSE relies on chemical tanks, pumps, and piping systems. Nothing fancy.
The facility uses standard industrial presses and stamping machines to shape the electrode materials and casings.
The components aren't microscopic or particularly fragile. They don't need the precise robots required in clean rooms.
$EOSE does use robotic arms for stacking battery cells and assembling modules. But this is the same type of automation used to put together e.g. car engines.
All this means that $EOSE has relatively low capex, can scale up more easily, and doesn’t depend on a specialized supplier (like the semiconductor industry depends on Taiwan Semiconductor Corporation or ASML).

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Huge announcement coming up soon nyc ;) $eose
$50 sooooon buckle up
Volt@volt1149
$EOSE is actually gonna fly and go back to $20 real quick
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The squeeze is real and the fun prt will start in few minutes 😉 $bynd
Volt@volt1149
Ok $bynd watch how fast it’ll go vertical and crash $2 and might close at $7 tonight
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