Ray🌞🔋
4.4K posts

Ray🌞🔋
@raz037
Husband. Dad. Citizen. Capitalist. Retired Super Hero.
3rd rock from the Sun เข้าร่วม Ağustos 2011
896 กำลังติดตาม477 ผู้ติดตาม

$eose
My thoughts on Fick
The DOD has approximately 800 domestic installations. Every one of them has a microgrid resilience requirement under EXORD 18-02 — a standing executive order requiring DOD installations to achieve 14 days of energy independence from the commercial grid. That’s not a nice-to-have. It’s a mandatory operational requirement.
Current status — almost no DOD installation meets this requirement. The gap between current capability and the 14-day mandate represents hundreds of gigawatt hours of storage that needs to be deployed.
At $200-250/kWh ASP for defense grade storage — and DOD pays premium prices for domestic non-flammable secure deployable storage — a program to address even 10% of the 800 installation gap represents potentially $5-10B of hardware revenue over 5-7 years.
That’s not speculative demand. That’s a mandatory congressional requirement that DOD is legally obligated to fulfill.
The Indensity Defense Spec Sheet
Every Indensity specification maps to a defense requirement.
Non-flammable — essential for occupied military facilities. Lithium fires on military bases are catastrophic operationally and politically.
Indoor rated — forward operating bases and hardened facilities need storage that can be placed inside protected structures.
Forklift serviceable — military logistics are built around ISO containers and forklift operations. No cranes needed in forward environments.
25-year lifespan — military infrastructure investments need to outlast political cycles and budget cycles.
Domestic manufacturing — Buy American requirements. No Chinese mineral content. Defense Industrial Base qualification.
DawnOS with cybersecurity hardening — NIST cybersecurity framework compliance. Network isolation capability. Tamper detection. These are not utility product features. They’re defense product requirements.
Fick spent four years as Ambassador at Large for Cyberspace writing the exact cybersecurity standards that defense energy storage systems must meet. He knows precisely what DawnOS needs to do to qualify for DOD deployment. He’s on the board to make sure it does.
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Ray🌞🔋 รีทวีตแล้ว

Chadwick Boseman was diagnosed with stage IV colon cancer in 2016 and told no one.
He filmed Black Panther, Avengers, and more while undergoing brutal chemotherapy and surgery.
He died at just 43, shocking the world.
Yet with everything that happened, Chadwick Boseman never missed an opportunity to help people in need.
He visited children’s hospitals in costume as Black Panther between treatments.
He quietly mentored young actors and paid for their training.
He worked through unimaginable pain so millions could see a Black superhero on screen, then gave away his own spotlight.
Most stars announce their struggles for sympathy. Chadwick fought in silence so others could stand tall.
This man could’ve rested, but every day he got up and chose one thing that matters most: be a hero for real.

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Ray🌞🔋 รีทวีตแล้ว
Ray🌞🔋 รีทวีตแล้ว

HISTORIC SEASON CONTINUES FOR THE REDHAWKS 🕺
Miami marches on to the first round after defeating SMU 89-79 💪
#MarchMadness

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Ray🌞🔋 รีทวีตแล้ว

$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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Ray🌞🔋 รีทวีตแล้ว
Ray🌞🔋 รีทวีตแล้ว
Ray🌞🔋 รีทวีตแล้ว
Ray🌞🔋 รีทวีตแล้ว

@s_carruthtx @MLBergman_ Miami University (OH) chartered 1809
Miami (FL) incorporated 1896
😐👊🏽
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@MLBergman_ Fun history fact:
Miami University gets its name from the Native American tribe that used to inhabit parts of Western Ohio.
The city in Florida is named after the Miami River, which derives its name from the completely unrelated Mayaimi.
MU came before UM
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There should be a rule that only the lower ranked Miami should have to say its state

Trilly Donovan@trillydonovan
You are not going to believe this, but this isn’t the first time both Miami (FL) and Miami (OH) have been ranked at the same time. The last time it happened was February 15, 1999!
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@mymorristribe @bert_gilfoyle @in_retrotech @Cluster_6 @srvc76 @xEBITDA If we can stop stepping on our own d!*k, we might be able to sell some batteries in the coming years into one of the largest TAMs ever to exist.
I’m in 🔋👊🏽
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So, besides @bert_gilfoyle @in_retrotech @Cluster_6 @srvc76 @xEBITDA and me, who's left that is still bullish on $eose?
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Ray🌞🔋 รีทวีตแล้ว
Ray🌞🔋 รีทวีตแล้ว

Modern-day equivalent of Washington leading the troops across the Delaware
Barstool Sports@barstoolsports
Miami-Ohio was bananalands for Jack Hughes’ Gold Medal OT winner @BrickStOxford
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Ray🌞🔋 รีทวีตแล้ว

















