@AdamBartas Crazy you have the balls for this take having never tried the product!
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Alan Edgett
12.6K posts
Alan Edgett
@ACEdge
CEO The Gig Agency — Just Launched https://t.co/qYs6FXUMXL an Agent Control Platform for SAAS
Irvine, CA Присоединился Nisan 2008
2.2K Подписки1.2K Подписчики
First sign that Lovable is dead
Pivoting to general assistant is the most "investor-pleasing" move you could do
Their app building business is obv going nowhere and investor money is drying up
Why should anyone use Lovable instead of the already established ecosystems
Anton Osika – eu/acc@antonosika
Introducing Lovable for more general tasks. Lovable has always been for building apps. Today it also becomes your data scientist, your business analyst, your deck builder, and your marketing assistant. This is a big step toward what Lovable is becoming: a general-purpose co-founder that can do anything. See examples below.
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@CockedStriker Tough lesson for me to learn that almost all of the “OG’s” who claimed to be holding to $30,40,50 were in fact dumping $12-18, all while posting crap spreadsheets, felt deliveries, and super bull comments seemingly just trying to wreck new investors.
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My only interest in $EOSE is seeing if this flaming bag of dog shit can ever be profitable. I don’t care what you do with your money. I told you what I was seeing and what I was doing with mine when it was unpopular to do so and other big accounts were talking about hulk candles, “the real move hasn’t happened yet,” and “textbook setups” at $18 while they were quietly dumping their shares. I feel bad for the guys that got swept up in that noise and lost their ass.
I’m not short. I don’t have puts. I don’t have a price target for re-entry. I’m not particularly interested in investing again with their current CEO still at the helm. My lines in the sand are performance based, not price based. It’s an amusing circus to watch and I still follow a lot of you so it pops up on my feed constantly, so that’s why I call out some of the smooth brained takes I’ve been seeing. I’m one of a handful of accounts that has battled both bulls and bears on this investment over the years. Deal with it.
Batfleck@JezzieFlannigan
@tmitch4040 this account, topher, and hunger strike have all been talking to each other, this is a very common tactic used by manipulators to get you to be bearish. this is similar to how meme coins are launches. talking to each other can signal the same person is running the account.
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@JezzieFlannigan @tmitch4040 Horseshit. Been chatting with Topher on this stock and others for over a year. They’re being realistic. I still own shares and say it’s a shit mgt team all the time. Why? Because it’s a shit team that stepped on their own dick. Saying otherwise does a disservice to new investors.
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@tmitch4040 this account, topher, and hunger strike have all been talking to each other, this is a very common tactic used by manipulators to get you to be bearish. this is similar to how meme coins are launches. talking to each other can signal the same person is running the account.
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$EOSE
What's the downside to at least talking to one of the class action firms? I bought approx 30000 shares after 4nov25 (after panic selling 38000). They want the receipts. Will I be blackballed? I get it, the rewards are small; and as I'll tell them, I hope EOSE is NG.
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@braden_tewinkel No chance Q1 will be good. About best you can hope for is NYSERDA decision perhaps in late April that gets included/PR’d with earnings. Might stabilize stock back to $6-8
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$eose
When is the pain over? Should I buy into a falling knife? Will Q1 be as bad as Q4 or will it be the beginning of reversal? Is our bull thesis still intact despite setbacks? All questions I need to ask before buying back in. But I will say this it looks quite enticing at these levels 😏
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Pretty balanced. I’m not as generous. @JoeMastrangelo8 knows he acted fraudulently. How he lives with himself after that is on him. BUT, NOT providing a mfg update by April 5th, is incompetence and should be addressed by Cerberus. Clients want to know. Not hiring a sales lead is incompetence. Not hiring a proper CFO (given the apparent fraud) also incompetence (if not Fraud). Hiding in a hole is pathetic. You can’t shrink your way to greatness. Also, if they stepped on their own dick that badly through mismanagement only to NOW get a sales order, they are legendary in their incompetence! They need to hold serve.
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$EOSE I expect $5 to provide stong support for $EOSE and I am happy to buy some under $5.50. I do expect this "fall from grace" to take time to recover from.
I would expect that the next catalyst is either:
1.) Order - Nyserda or other.
2.) Announcement of the Q1 revenue that material supports the 2026 revenue forecast.
@JoeMastrangelo8 has a huge credibility gap. Basically no on believes a word he says after he has nuked his credibility for the 20th time. I am sure Joe is fuming about how "No one gets it" instead of reflecting on the fact that its his JOB to help people GET IT.
If you constantly fail to clearly communicate, people will fill in the gaps themselves.
Hopefully, Cerberus rides his ass on the next call - no only reviewing the call comments but working through effective answers to likely questions. Joe has shown improvement on his call performance in the past year (until the Q4 call) but he wiffs every question like he has done no preparation whatsoever.
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They pivoted to indensity to "compete on price"...no chance they get $250 kwh, and we have no evidence yet line 2 will be $60....and they have to ride line 1 all of '26 when it's CM-. Frankly as an unfortunate long, the only real hope is a large order on old cubes that bridges to line 2
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$eose if line 1 is configured like line 2. Which it eventually will be this is what I think Eos will look like
Revenue per kWh — $250
Variable cost — $60
Variable gross margin — 76%
Two lines — $1B revenue
Variable COGS — $240M
Cash Fixed COGS — $100M
Depreciation — $36M
Total COGS — $376M
Gross Profit — $624M
Gross Margin — 62.4%
Add 45X credits — $140M
Effective gross profit — $764M
Effective gross margin — 76.4%
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@yianisz Joe needs to be fired. Nathan side lined. And get a sales team!
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$EOSE's persistent decline isn’t just a typical post-earnings selloff, it’s the market still repricing a credibility break.
After the Q4 miss, the stock has continued to drift lower as lawsuits pile up and confidence in management weakens.
The dominant story this week is a wave of securities fraud class action lawsuits being filed and publicized. Multiple law firms (Bleichmar Fonti & Auld, Gross Law Firm, Rosen Law Firm, Kirby McInerney, Block & Leviton) all announced or amplified class action filings..
At the same time, the CEO has stepped in with insider buying, which on the surface supports sentiment. But context matters, prior selling at higher levels and a pattern of overpromising make this look more reactive than reassuring.
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@0marginalreturn When they have actual demand (see $MU). Not claimed insatiable demand that turns out to be lumpy /nonexistent disappearing demand like in q4/q1.
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I guess the good news is I no longer lose as much each day on $eose declines.
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@bert_gilfoyle Must be “make goods”. I hope they provide an update on line utilization and RTE at least before EC.
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$EOSE
So if Eos solved the quality problem by last call, and with 2 weeks left for the quarter they are still producing 24x7, how does that square with the estimate that Q1 revenue might be similar to Q4?
Sandbagging?
Creating inventory of goods to be recognized later?
They are just moving slow and steady?
Another explanation?
DM@dmottco
$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property
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@kevinrose Also murders BI. No reason whatsoever to build custom cubes of data trying to anticipate questions.
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🔮Future: Real-time AI codebase awareness kills version control; you don’t need version control when everything is understood in the present moment. The next accelerated version kills bugs as they occur, before a user sees them.
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@adamhjk I'm firmly in 3, building and launching 10,000's of functioning, secure, working code for clients, while everyone in 1 & 2 tells me it can't/shouldn't/won't be done or work.
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We're rapidly forming into even stranger camps around using agents for software development. There's the "none at all camp", the "helps on the margins but writes bad code" camp, and the "rebuilt my whole social and technical system around it" camp. 1 can talk to 2 but not 3, and 2 sometimes can't talk to 3 either.
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@CompoundingTony What has IR and the ELT communicated? That they can’t forecast or operate the business. That they can’t run profitably. And they’ve hidden (possibly) that they have quality problems. That is terrible IR and PR. Need to be fired (they already got sued).
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$EOSE
I sometimes feel like I’m the only one who thinks this, but I don’t believe it’s Eos or IR’s job to make retail investors feel comfortable.
A company has one job: build a great business and create long term value. IR has one job: communicate clearly, consistently, and within the rules. That’s it.
Not to reassure us. Not to manage emotions. Not to make holding the stock feel “comfortable” for a bunch of X degens. 😉
When I see requests or even demands for more updates just to reduce uncertainty, it usually tells me something else is going on. It’s often less about the business, and more about how the position feels in the moment. And to be fair, I get that. Periods like this aren’t easy.
At the same time, I do think Eos and IR have room to improve their communication. Not because retail investors feel uncomfortable, but because clear and consistent communication is simply part of running a professional public company. That’s a different standard, and a fair one to expect.
But those are two different conversations. One is about business quality and professionalism. The other is about managing emotions in the market.
If you need more communication to feel okay, it’s worth asking yourself a harder question. Am I positioned in a way that actually fits my conviction?
I try to remind myself of this. I’m not a consumer of updates. I’m an owner of a business. And that mindset changes everything.
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Ignoring the investors, if $eose mgt does not at least communicate by 4/5 that March mfg was at an improved level of quality/throughput (and/or mention RTE’s) they are putting company at jeopardy WRT potential customers. Board needs to step up.
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@MarketNewsLLC @JohnChe42227594 I can. They invested heavily in a line that produced meaningfully more product but at suspect quality, and at terrible (though improving) margins. Now remains to be seen if line 1 is salvageable at all & if potential customers will hold on orders as a result or wait for line 2.
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@JohnChe42227594 John Chester, I’d ask you to explain the company today vs after Q2, let me know what you can find.
Describe it from a manufacturing standpoint.
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$eose screwed…they missed their window.
Sawyer Merritt@SawyerMerritt
BREAKING: The U.S. Government has officially announced that @Tesla and LG Energy have signed an agreement to build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system
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@SpearfishingCap I’m about ready to throw in last towel. I think the company is cooked. 1/2 B won’t survive line 2 build + working cap at negative -90 margins and sales won’t materialize with going concern (in practice). They have to raise again and no chance
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There's no reason for buyers to step in yet.
-Company's communication is non-existent.
-Macro is poor.
-One too many overhangs.
-27% of the float is still short.
We're nibbling, but waiting for signs of life before jumping in, which we're assuming won't come until June.
The Rusting Trader@RustingTrader
$EOSE Stepping down instead of out. -11% from high of M15 range. Retesting lows Negative delta. "M" formation on Daily Very weak rally. Buyers need to step up, or 5s on horizon TA on M15, imo, looks like 3rd descending leg incoming
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