Every fucking formula includes Battery Storage. WE, will be right. 🔋

$EOSE Folks, big picture… As of today, I believe the market has this wrong. The market can be right about the price today & wrong about the opportunity tomorrow. Congratulations to the shorts, the bears and those who have wanted to see this company fail. Including those with personal grievances toward Joe. 2026 has been great for you in terms of the top sentiment driver.. stock price. Bulls have had their moments. Bears have ultimately won the equity battle thus far. I don’t know what Q3 will bring. Or whether management can deliver the execution, growth and line of sight into 2027–2028 that investors deserve. But the earnings progress thus far favors the bulls. What I do know is that the market is demanding battery storage solutions to a growing list of problems. That demand isn’t going away. There’s also an undeniable government component to Eos playbook. A politician’s public image is arguably their most valuable asset. We’ve seen elected officials publicly associate themselves with Joe and Eos’s American manufacturing footprint. This, amongst many things, including FPUSA.. has truly not taken shape to be factored. 2026 has brought significant valuation destruction despite tangible QoQ operational progress. Execution risk undeniably remains. It’ll never go away. But Q4 2025 earnings left a dark cloud over management credibility and projections. That confidence still needs to be rebuilt & it starts with hitting 2026 guidance. Investing requires conviction when the market disagrees with you. There’s a difference between a broken stock & a broken thesis. As of today, this thesis is alive. Until proven otherwise, I still believe Eos represents one of the most compelling pure-play opportunities in the BESS markets. I can’t guarantee what happens in a few weeks. But the opportunity remains significant. Congratulations to the bears. You’ve won on equity value in 2026, to this point. -> But this company is still very much alive. Good luck

$EOSE Just remember… we’re all gonna die one day, & none of this will matter. ❤️ Cheers

$EOSE All Eos has to do is not trip over their own feet… And they’ll be a preferred supplier for the United States of America for many years to come. #ThinkBigger

Having a tough mental health day. No one is superhuman 👍

FSD on Mad Max to Athens, GA. Go Dawgs 🏈

Have a great weekend 🤟

$EOSE 4hr timeframe is now the most oversold it’s been since the days following the Q4 ER debacle. Peace & Love, my friends.

$EOSE Here’s your rational post The initial NYSERDA update is very disappointing. The broader takeaway from the announcement is less about Eos specifically & more about where the market currently stands with Li-ion. BUT… It’s a devastating initial blow to Eos investors because NYSERDA was arguably the ONE tangible pipeline anchor investors had real visibility into 2027. We’ve been waiting all year.. during a very tough stock performance year. The market opportunity is enormous. Not winning NYSERDA , as of now, is not the problem. We will win many deals & lose a lot more deals. That’s business. But not having enough demand visibility & line of sight beyond it with fragments of storytelling.. no one has a clue. That’s the problem. Until management provides that visibility, the reaction from investors & the market is warranted. Q4 is next week. No mistakes can be made.

Just set a new 1 mile record 🏃‍♂️ -> 0.56 seconds Forgot to stop my Garmin before driving

As a fan of baseball, here’s a pretty sad stat that shows the generational shift we’re watching in pitching. The 300 win career is dead. Once Justin Verlander & Max Scherzer retire, look at what’s left behind them. There is essentially an entire missing generation of pitchers accumulating the traditional counting stats we grew up watching. Aaron Nola is 33 years old and we’re already down around the ~100 win range. Velocity in the game is higher, injuries are more frequent & innings continue to decline. Analytics have completely changed how games are managed, bullpens cover more innings & organizations are managing workloads from Day 1. We are legitimately entering an era where some of the best starting pitchers of an entire generation finish their careers around 150 wins. Not because the pitchers are worse, but because baseball simply doesn’t allow them to accumulate the workload anymore. 300 wins wasn’t just a milestone. It belonged to an era of baseball that is basically gone. Personally.. as an old school fan of the game, I hate what analytics have done to how we evaluate pitching. Give me wins, ERA, innings pitched, complete games, strikeouts & a starter who wants the ball into the 7th, 8th or 9th. I understand the value of WAR & the advanced metrics. But there was something different about judging greatness by what a pitcher actually accumulated over 15 or 20 years, while taking the ball every fifth day & going deep into games. That version of baseball is disappearing & 100mph is the new 90mph, yet with zero arm durability. I look forward to corrections within the game. The ‘market’ always shifts & corrects.

$EOSE And…. [ Insert ‘Soon’ Memes ] ✨

Between the Caleb Williams memes and the Falcons QB room situation… The creativity people bring to X is hysterical 🤣

These next-gen NFL QBs need to drink some milk.

Energy headlines have never been louder.

$EOSE We are right where we need to be. -> Let’s execute.

$EOSE | Industry News Morgan Stanley just materially raised its U.S. data center power forecast. They now estimate 97 GW of incremental power demand through 2028, up 43% from the prior 68 GW estimate. -> 2028. Not 2030. Before accelerated power solutions, Morgan Stanley sees a 57 GW gross power gap. Behind-the-meter generation, fuel cells, nuclear co-location and other solutions could address roughly 24 GW. That still leaves a 33 GW shortfall by 2028, equivalent to roughly six New York Cities of baseload power. The progression: 2026: ~5 GW 2027: ~12 GW 2028: ~33 GW Meanwhile, power density keeps moving higher. NVIDIA Vera Rubin is modeled at 234 kW per rack. Rubin Ultra reaches roughly 600 kW. Efficiency is improving. Absolute power demand is still exploding. It’s time. 🔋

$META - Finally. 🥲

$EOSE December 3, 2025. Jensen, on energy & AI: -> “…Energy is THE bottleneck.” The massive shift is happening as we enter 2027. There’s ultimately no choice. It’s time. Upgrade the grid, & scale BYOP… or China wins. The power mix will vary. The need for storage won’t. 🔋

$EOSE FEOC Compliant. 🇺🇸🔋 I struggle to find another U.S. battery storage company this diversified across the U.S. defense energy ecosystem. Eos is among the most insulated from global supply-chain risk, with its technology assets & manufacturing anchored in Pennsylvania. Folks are paying attention.

To be different… You have to think & act differently. Obviously. Most people want different outcomes while following the same assumptions. Maybe the same crowd, or even the same definition of what makes sense. Whether it’s life, business or investing.. the biggest opportunities rarely look obvious in real time. Independent thinking requires being comfortable with being early. Being questioned. Sometimes even being wrong. But thinking differently doesn’t mean ignoring the facts. -> It means seeing the same facts as everyone else & asking a better question. Zoom out. Challenge the obvious. Think in second & third-order effects. That’s the philosophy. Consensus explains today… Independent thought is how you see tomorrow. Cheers. #Manifest