Elliott WW

Full video here: youtu.be/3TdD8Qv5Tk8?si…

$EOSE The company boosted this post, yet only 57 longs retweeted it? Hello? Amplify this for goodness sake, not difficult.

@SpearfishingCap The problem is, I have no more free cash to participate in the rights offering. Maybe selling some shares to purchase the discounted shares and 10-year warrants makes sense?

This filing makes the rights offering significantly more attractive for existing shareholders by attaching 10-year warrants to the discounted shares, while confirming that Cerberus is structurally aligned and positioned to run the IPP platform.

The 13D filed today adds a new sweetener to the Pro Rata offering the market was not previously aware of: The filing explicitly states that Eos stockholders who participate in the $150m rights offering are expected to receive shares of Common Stock PLUS Warrants. $EOSE 🇺🇸🔋🇺🇸

@SpearfishingCap @tmitch4040 @freebirdsteven @NateStrande I agree.

@tmitch4040 @freebirdsteven @NateStrande Yes, without scienter the case will be dismissed. With 7x growth w/ a 5-week delay there is no intent to defraud. The plaintiffs will say, if only we could have discovery, then we will be able to prove intent. But that's not how the law works.

Pretty clear who is trying to sue $eose mgmt based on the spiteful sentiment of the posts/replies regarding the stock appreciation in value this week.

$EOSE ssind.com

@SpearfishingCap It will be a great year. And more.

Sums up the last 60 days.

@IntlOptions @aakashgupta Good idea for next blog. Meanwhile you might find this interesting: sterlites.com/blog/stable-wo… Also you can search your topic of interest on sterlites.com/blog

@SpearfishingCap I would be shocked if Cerberus exists.

We still expect a good amount of chop until we get to Q3. Good OfGem news coupled with dilution fears in April, Q1 reporting and L2 updates in May, and NYSERDA news in June coupled with dilution fears or not (depending on what Cerberus decides). All surrounding macro fallout.

Actual quotes from President Trump: Trump’s “victory timeline” claims. Mar 3: "We won the war." Mar 7: "We defeated Iran." Mar 9: "We must attack Iran." Mar 9: "The war is ending almost completely, and very beautifully. March 10: practically nothing left to target Mar 11: “You never like to say too ⁠early you won. We won. In ​the first hour it was over.” Mar 12: "We did win, but we haven't won completely yet." Mar 13: "We won the war." Mar 14: "Please help us." Mar 15: "If you don't help us, I will certainly remember it." Mar 16: "Actually, we don't need any help at all." Mar 16: "I was just testing to see who's listening to me." Mar 16: "If NATO doesn't help, they will suffer something very bad." Mar 17: "We neither need nor want NATO's help." Mar 17: "I don't need Congressional approval to withdraw from NATO." Mar 18: "Our allies must cooperate in reopening the Strait of Hormuz." Mar 19: "US allies need to get a grip - step up and help open the Strait of Hormuz." Mar 20: "NATO are cowards." Mar 21: "The Strait of Hormuz must be protected by the countries that use it. We don't use it, we don't need to open it." Mar 22: "This is the last time. I will give Iran 48 hours. Open the strait" Mar 22: "Iran is Dead" Mar 23: "We had very good and productive talks with Iran." Mar 24: "We’re making progress." Mar 25: “They gave us a present and the present arrived today. And it was a very big present worth a tremendous amount of money. I’m not going to tell you what that present is, but it was a very significant prize.” Mar 26: "Make a deal, or we’ll just keep blowing them away." Mar 27: "We don’t have to be there for NATO." Mar 28: No major quote Mar 29: Claimed talks were progressing Mar 30: "Open the Strait of Hormuz immediately, or face devastating consequences." Mar 31: Claimed a deal was "very close" and that Iran would "do the right thing" Apr 1: "We’ll see what happens very soon." Apr 2: Repeated that a deal was likely, while warning of continued strikes if not Apr 3: "Something big is going to happen." Apr 4: Said Iran must comply "immediately" or face further consequences. Apr 5: "Open the fuckin' Strait, you crazy bastards, or you'll be living in Hell - JUST WATCH! Praise be to Allah." April 6 :a whole civilization will die April 7: total and complete victory April8: objectives were met A true disaster

MAGA calls Europe freeloaders. Here’s what they’re not telling you. ​1. Ramstein Air Base, the most important US military hub outside America, is built on German land provided rent-free, with Germany contributing hundreds of millions to its upkeep. The US couldn’t replace it anywhere in the world. 2. Every US military operation in the Middle East, Africa and Central Asia flows through Ramstein. Lose it and US power projection in the Eastern Hemisphere is crippled. 3. The UK provides and maintains RAF Lakenheath used almost entirely by the US Air Force. Italy provides Aviano. Greece provides Souda Bay. Turkey provides Incirlik. European land. European infrastructure. American operations. 4. The US Sixth Fleet depends entirely on European ports for fuel and supplies. Souda Bay, Naples, 11 Greek ports. Without them the Sixth Fleet cannot operate in the Mediterranean or project power into the Middle East. 5. The majority of NATO’s intelligence and surveillance capacity is hosted on European soil and fed directly to the CIA, NSA and Pentagon. 6. Early warning radar at Fylingdales, UK. Missile tracking in Greenland. Norwegian monitoring stations near Russia. All dependent on European goodwill. 7. It would cost America MORE to bring the troops home than keep them here. European hosts subsidise roughly a third of all basing costs. 8. Europe is America’s largest arms customer. Stop buying American and part of their defence industry goes bankrupt. 9. The bases aren’t charity. They’re America using European soil, European money and European goodwill to project power across the world. 10. We’re not the freeloaders.

@SpearfishingCap Thanks for finding this and posting.

CEC and Indian Energy were so upset with $EOSE performance at the Viejas Microgrid project that they chose Eos for their next HMSS demo project at the Marine Corps Air Station (MCAS) in Miramar. Exactly what a project manager does when 0 batteries perform to spec. 🇺🇸🔋🇺🇸

I believe VPPs are an incredibly powerful tool for utilities that are virtually untapped. I also think they are a very risky business for startups - dependent on the whims of utility regulators. canarymedia.com/articles/virtu…

Google paper → quantumai.google/static/site-as… Oratomic paper → arxiv.org/abs/2603.28627

Today is a monumentous day for quantum computing and cryptography. Two breakthrough papers just landed (links in next tweet). Both papers improve Shor's algorithm, infamous for cracking RSA and elliptic curve cryptography. The two results compound, optimising separate layers of the quantum stack. The results are shocking. I expect a narrative shift and a further R&D boost toward post-quantum cryptography. The first paper is by Google Quantum AI. They tackle the (logical) Shor algorithm, tailoring it to crack Bitcoin and Ethereum signatures. The algorithm runs on ~1K logical qubits for the 256-bit elliptic curve secp256k1. Due to the low circuit depth, a fast superconducting computer would recover private keys in minutes. I'm grateful to have joined as a late paper co-author, in large part for the chance to interact with experts and the alpha gleaned from internal discussions. The second paper is by a stealthy startup called Oratomic, with ex-Google and prominent Caltech faculty. Their starting point is Google's improvements to the logical quantum circuit. They then apply improvements at the physical layer, with tricks specific to neutral atom quantum computers. The result estimates that 26,000 atomic qubits are sufficient to break 256-bit elliptic curve signatures. This would be roughly a 40x improvement in physical qubit count over previous state-of-the-art. On the flip side, a single Shor run would take ~10 days due to the relatively slow speed of neutral atoms. Below are my key takeaways. As a disclaimer, I am not a quantum expert. Time is needed for the results to be properly vetted. Based on my interactions with the team, I have faith the Google Quantum AI results are conservative. The Oratomic paper is much harder for me to assess, especially because of the use of more exotic qLDPC codes. I will take it with a grain of salt until the dust settles. → q-day: My confidence in q-day by 2032 has shot up significantly. IMO there's at least a 10% chance that by 2032 a quantum computer recovers a secp256k1 ECDSA private key from an exposed public key. While a cryptographically-relevant quantum computer (CRQC) before 2030 still feels unlikely, now is undoubtedly the time to start preparing. → censorship: The Google paper uses a zero-knowledge (ZK) proof to demonstrate the algorithm's existence without leaking actual optimisations. From now on, assume state-of-the-art algorithms will be censored. There may be self-censorship for moral or commercial reasons, or because of government pressure. A blackout in academic publications would be a tell-tale sign. → cracking time: A superconducting quantum computer, the type Google is building, could crack keys in minutes. This is because the optimised quantum circuit is just 100M Toffoli gates, which is surprisingly shallow. (Toffoli gates are hard because they require production of so-called "magic states".) Toffoli gates would consume ~10 microseconds on a superconducting platform, totalling ~1,000 sec of Shor runtime. → latency optimisations: Two latency optimisations bring key cracking time to single-digit minutes. The first parallelises computation across quantum devices. The second involves feeding the pubkey to the quantum computer mid-flight, after a generic setup phase. → fast- and slow-clock: At first approximation there are two families of quantum computers. The fast-clock flavour, which includes superconducting and photonic architectures, runs at roughly 100 kHz. The slow-clock flavour, which includes trapped ion and neutral atom architectures, runs roughly 1,000x slower (~100 Hz, or ~1 week to crack a single key). → qubit count: The size-optimised variant of the algorithm runs on 1,200 logical qubits. On a superconducting computer with surface code error correction that's roughly 500K physical qubits, a 400:1 physical-to-logical ratio. The surface code is conservative, assuming only four-way nearest-neighbour grid connectivity. It was demonstrated last year by Google on a real quantum computer. → future gains: Low-hanging fruit is still being picked, with at least one of the Google optimisations resulting from a surprisingly simple observation. Interestingly, AI was not (yet!) tasked to find optimisations. This was also the first time authors such as Craig Gidney attacked elliptic curves (as opposed to RSA). Shor logical qubit count could plausibly go under 1K soonish. → error correction: The physical-to-logical ratio for superconducting computers could go under 100:1. For superconducting computers that would be mean ~100K physical qubits for a CRQC, two orders of magnitude away from state of the art. Neutral atoms quantum computers are amenable to error correcting codes other than the surface code. While much slower to run, they can bring down the physical to logical qubit ratio closer to 10:1. → Bitcoin PoW: Commercially-viable Bitcoin PoW via Grover's algorithm is not happening any time soon. We're talking decades, possibly centuries away. This observation should help focus the discussion on ECDSA and Schnorr. (Side note: as unofficial Bitcoin security researcher, I still believe Bitcoin PoW is cooked due to the dwindling security budget.) → team quality: The folks at Google Quantum AI are the real deal. Craig Gidney (@CraigGidney) is arguably the world's top quantum circuit optimisooor. Just last year he squeezed 10x out of Shor for RSA, bringing the physical qubit count down from 10M to 1M. Special thanks to the Google team for patiently answering all my newb questions with detailed, fact-based answers. I was expecting some hype, but found none.

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Batteries are hard not to love. They are in our phones, in our laptops, in our earbuds, and now on our grid. They are cheap and recyclable. They make everything better.

Battery storage in ERCOT is now routinely providing 10%-20% of power required by the Texas grid during times of peak demand. Five years ago, we had no batteries in ERCOT. The next 5 years are going to be nuts.

NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: “You can't beat it. I've said before, if you have the wrong architecture, even if it's free, it's not cheap enough. And the reason for that is because no matter what happens, you still have to build a gigawatt data center.”

Great article and cost tool, little will be able to compete against solar and battery at $0.01/kWh