None

?

[None @33plates]

@MartyChargin @OpenClawCentral even from here????

[None @33plates]

@StockSavvyShay @FuturumEquities and I own none 🤦‍♂️

[None @33plates]

@Hedgeye so Quad 3 came early?

[None @33plates]

@TGatliff @maticrobots @johnfaires How loud is it???

[None @33plates]

@OBGInvestments 👀👀👀

[None @33plates]

@dvandenbord $EOSE

[None @33plates]

@OBGInvestments Strike?

[The AI Robot Guy on X @Housebots]

>Be Noelia Castillo Ramos
>Your parents love you
>They fall on difficult financial times
>You are ripped away from them by the government
>Your grandmother and mom are crying and begging
>They bring 12 police officers to stop any resistance
>You are placed in a “teen shelter” full of muslim migrants
>You aren’t allowed to leave
>The staff treats you like you are worthless
>The muslim teens decide to gang r*pe you
>You think you will get help
>Nobody comes. Nobody listens.
>They rape you again, with even more people this time
>You try to report it
>The women in charge of the shelter are woke liberals
>They refuse to report it to avoid making muslim immigrants look bad
>They won’t do anything
>You try to be happy
>You can’t move on
>You jump from the 5th story of the building
>By the grace of God, you live
>You are injured, but you still have hope
>The state tells you about the option of euthanasia
>You pass it off at first
>The trauma keeps replaying in your brain
>Still, nobody is helping
>You feel hopeless
>Spain is falling
>You decide to do it because you feel worthless
>Your dad fights to keep you alive for years
>He loses in two different liberal courts
>You are scheduled for euthanasia
>The days pass
>You do an interview, which is really a desperate cry for help
>Still, nobody does
>The date gets closer
>They keep you isolated so you have no idea there is so much love and support is outside
>Your best friend desperately tries to get up to talk to you
>She is blocked by doctors who seem to take pleasure in the power they have
>The process begins
>You are alone and probably pretty scared
>You feel like you have no choice
>The sedative sets in
>The last thing you see is a cold, dark hospital room
>The toxin is administered
>Your lungs slowly stop working
>You die in your sleep
>Your abusers still face no consequences
>You become a monument to the failure of a state that was supposed to protect you

[None @33plates]

@FreemyerGreg @ReidoFinancial The unanswered question is can they actually produce reliabily and profitably. How is the product performing in real world application.
Joe's word is no longer good enough. The data must support this in quarterly reports.
Until then this is a hope stock.

[None @33plates]

@ZaStocks Until you meet $Eose

[Reid @ReidoFinancial]

$EOSE

Timeline of Events:

November 5th 2025 —> Company reiterates revenue guide with 51 days left in the year. Needed to TRIPLE revs QoQ to make plan. Stock closes at $14.86.

November 18, 2025 —> Eos receives $77 million in cash proceeds from public warrants. $11.50 strike price.

November 20, 2025 —> Eos announces a $1 billion capital raise. Mix of convertible notes & stock. CP of $16.29 for convert // $12.78 for direct offering.

*company goes absolutely radio silent for months*

January 9-13, 2026 —> Eos posts multiple blurry photos teasing “something big”

January 14 —> Eos announces Indensity

A 5 min pre recorded video of an AI rendering with no road map, no customers, and touts it as a “Breakthrough in battery energy storage”

Joe goes on Fox News as well. Stock closes at $17.30

*Company goes radio silent for the next month*

February 11 —> Earnings call date announced

February 26 —> Company falls short of 2025 guide by $36 million. Forecasts 2026 revenues to be lower than what one fully operational line can produce.

($500 million is what they once said 1 line fully ramped could produce)

*Stock tanks 50%*

[None @33plates]

@StockSavvyShay 👏👏👏

[Shay Boloor @StockSavvyShay]

Dear Joe,

I’m writing this as a shareholder who actually wanted to believe in $EOSE is building and who still believes the underlying problem you’re trying to solve is real, urgent & structurally important for the grid. But this quarter wasn’t just a bad print.. it genuinely was a complete trust break.

Small-cap investing is like watching your house catch fire since you already know the risk going in but the only way you survive is if you trust the person guiding you to the front door. Once that trust is gone then you don’t just lose money but you burn with it. That’s what this quarter felt like.

Reaffirming guidance deep into the quarter and then missing it by this much without pre-announcing tells me that you actually didn't know what was happening inside the factory or chose to stick with the story even as the numbers were falling apart. Both are bad. As CEO, that’s on you.

What makes this harder to swallow is the timing since you raised roughly $600M late in the quarter and then turned around and delivered results that were nowhere close to what had been guided. Even if every operational issue you laid out is real then the sequence alone creates a governance problem. You can’t take fresh capital from the market while the quarter is blowing up and then act surprised after the fact. That destroys credibility.

I heard the explanations of supplier issues, downtime way above expectations, automation not hitting quality targets, rework, utilization below plan. These are real problems but from the outside it looks like the manufacturing system still isn’t stable enough to support the confidence you projected publicly. You can’t ask investors to underwrite a scaling story when the engine is still sputtering.

The frustrating part is that demand doesn’t look like the problem. You booked a lot of new orders, backlog grew and the pipeline is big and the tech actually matters. Long-duration, non-flammable zinc batteries solve a real gap that lithium-ion doesn’t since data centers run 24/7 but the grid wasn’t built for that. Eos sits right at the intersection of AI power demand and grid reliability which is why people believed in this story in the first place.

But none of that matters if management credibility is impaired which is exactly what today’s stock action reflects. A 40% drawdown isn’t the market debating long-duration storage but it’s the market GRADING YOU JOE and saying it no longer trusts you on execution.

I hope the company does turn it around. I hope the technology scales. I hope the mission succeeds. But as an investor, I already accept enough uncertainty from markets, supply chains and the normal fog of war but what I cannot accept is uncertainty layered with distrust of management communication. This quarter crossed that line and you should assume many shareholders feel the same.

[Robert Sterling @RobertMSterling]

(Warning: long rant)

My liberal friends are completely oblivious about how radicalizing the last week has been for tens of millions of normal Americans. Zero clue.

I’m not talking about people who are “online”; I mean regular, everyday Americans. “Normies.” People who scroll through Facebook posts and Instagram reels from the Dutch Bros drive thru line. Political moderates who have water cooler chats about Mahomes touchdowns and Bon Jovi concerts, not Twitter threads or Rachel Maddow monologues.

Millions of them. Tens of millions. They’re logging on, they’re engaging, and they’re furious.

And I’ll be candid: They blame you guys. They blame the left.

Regardless of whether you believe it to be justified, they think you’re the bad guys here. And they are reacting accordingly.

I can already hear some of you racing toward the comments to start screeching in moral indignation, so I’m going to be blunt: Shut up and listen to what I’m telling you. Your movement will lose any semblance of relevance if you don’t develop some small measure of self-awareness, and—absent someone force-feeding you bitter medicine—you guys collectively lack the humility to do this on your own.

Here are the facts:

Fact 1. Tens of millions of Americans started the week seeing a 23-year-old blonde woman—a young woman in whom virtually every parent watching pictured their own daughter—stabbed in the neck by a career criminal. These people then found out the murderer had been released from jail 14 times over.

Fact 2. Two days later, tens of millions of Americans watched a video of Charlie Kirk get murdered speaking to college students. Millions of these people knew who Charlie was; millions of them didn’t. Upon seeing the video, however, these normal Americans from across the land and across the political spectrum agreed that he was the victim of a terrible, fundamentally unjustifiable crime, and their hearts broke in sympathy for his family. Good people who had never even heard the name Charlie Kirk before wept.

Fact 3. Immediately after seeing the footage of a peaceful young man get shot in the neck, these same people logged onto Facebook and Instagram (remember, we are talking about regular Americans, not perpetually online Twitter or Bluesky users) and saw some of their local nurses, school teachers, college administrators, and retail workers celebrating this horrific crime. Not just defending it, but cheering it.

These are all facts. You may not like the implications of these facts, and we can certainly debate the underlying causes thereof, but, indisputably, they are nevertheless factual statements.

Here’s what it means for you, the Democrats reading this:

These normal, middle-of-the-road, non-political citizens just become politically active. They realized that politics cares about them, even if they don’t particularly care about politics. After watching Iryna Zarutska and Charlie Kirk both bleed out from the neck, they think their lives and the physical safety of their families—the bedrock of human society, the foundation of Maslow’s hierarchy of needs—depend on political activation, whether they desire it or not.

These people are now sprinting—not jogging, not walking, but racing—to the right. Because they blame you guys for everything that just happened.

When they see footage of Decarlos Brown stabbing a Ukrainian refugee to death, they don’t see just one demon-possessed man. They picture every university administrator, HR bureaucrat, and DEI apparatchik that ever lectured them about systemic racism, the “carceral state,” or the need to release violent crime suspects without bail in the name of social justice.

They then think back to conversations they’ve had with their cop friends—their buddy from high school who quit the force after getting tired of being called a racist, their friend at the local YMCA who vents about having to release career criminals because Soros-funded prosecutors aren’t willing to file charges—and they realize everything the left has told them over the last five years has been utter bullshit.

And they blame you. Because, even if you count yourself as a moderate Democrat, your party supported the district attorneys, city council members, and mayors that let fictitious concerns about mental health and racial justice supersede very real concerns for their family’s safety.

When these Americans see blood erupt from the side of Charlie Kirk’s neck, they don’t see just a martyred political activist. They think of every extreme leftist they’ve ever met who (1) calls anyone to the right of Hillary Clinton a fascist and (2) constantly jokes—“jokes”—about punching Nazis and “bashing the fash.”

They realize that there really do exist people who wish to see them dead for their moderately conservative political beliefs, their Christian faith, and even the color of their skin. They ask themselves if the violence visited upon Charlie might one day show up on their own doorstep.

And they blame you. Because, even if you’re just a center-of-the-road liberal, you lacked the courage to police your own ranks. You let modern-day Maoist red guards run loose across every facet of society, and what started with social-media struggle sessions has now turned to 30-06 bullet holes.

When these Americans log onto social media and see their neighbors justifying, celebrating, glorifying murder, they realize that some who walk among them are soulless ghouls at best, literally demon-possessed at worst. These people—whether they faithfully attend church every Sunday or only attend with relatives once a year, on Christmas Eve—start talking about things like spiritual warfare. They implicitly understand that no normal human casually celebrates the mortal demise of a peaceful person.

And they blame you. Because, even if you condemned Charlie Kirk’s murder, they probably haven’t seen you condemn those in your own movement who cheered it on. They view you as complicit in allowing heartless fellow travelers to celebrate death, and it repulses them.

For all of these situations, what has your response been? Nothing but bullshit.

In response to Iryna Zarutska bleeding out on the floor of a train, you post bullshit statistics about reductions in reported crime, when everyone who’s ever been to a major urban center in the last decade knows that actual crime has skyrocketed, only for victims not to waste their time reporting it to cops that don’t have the manpower to respond and prosecutors that seek to downgrade as many felonies as possible to misdemeanor citations.

In response to a 31-year-old man taking a bullet to the neck in front of his family, you post nothing but bullshit whataboutism.

> “What about January 6th?” (Honest answer: After you let Liz Cheney spend two years operating a star chamber in the House, combined with countless other failed attempts at “lawfare” against Trump, no one cares anymore.)

> “What about Mike Lee making a dumb joke on Twitter about some guy in a mask in Minnesota?” (No one outside of Utah, DC, or Twitter knows who Mike Lee even is.)

> “What about Paul Pelosi?” (That’s not comparable to Charlie Kirk getting shot, and we all know it. And, again, Paul who?)

> “What about regulations on assault rifles?” (That’s not going to get you very far when one of these killers used a knife and the other one used a common hunting rifle.)

In response to teachers, healthcare workers, and thousands of other liberals cheering on Charlie’s murder, it’s nothing but more bullshit and misdirection.

> “It’s not THAT many people celebrating!” (Yes, it is. Everyone has seen it on their Facebook and Instagram feeds.)

> “I thought you guys didn’t support cancel culture.” (We don’t cancel people over their opinions; we’re more than happy to see people lose their jobs—especially their taxpayer-funded jobs—for actively cheering on murder, though. If you can’t see the difference, that’s your own shortcoming.)

All bullshit. Not even smart bullshit, but stale, mid-grade, low-IQ bullshit. Ordinary Americans see right through it, and they don’t like how it smells.

You probably don’t like hearing this. But you need to hear it.

Because I’m right, and, as you reflect on this, you know I’m right. The ranks of my political movement gained millions of righteously angry new members this week. We have a mandate to ensure these crimes never happen again, and that’s exactly what we are now going to do.

If you want to keep a seat at the table as we do so, you’d better clean house and start policing your own.

[None @33plates]

@bert_gilfoyle @x_times_1 Question for you guys, do Eose batteries to your knowledge have any of these features: grid forming, synthetic inertia or advanced grid forming inverter solutions. Potentially in the pipeline? Asked I.R. and no response.

[None @33plates]

@SullyCNBC You should interview @JoeMastrangelo8 from Eos Energy. They are part of the solution for high power prices

[Doug Lewin @douglewinenergy]

It's peak demand time right now in Texas. A thousand megawatts of gas & coal plants have gone offline TODAY, more than 10,000 total. Plenty of power bc solar is cranking out >23,000 megawatts ON PEAK. Your policy is one of energy subtraction that will hurt grid reliability and raise costs.

[Doug Lewin @douglewinenergy]

The United States is about to walk off the field, ceding a major economic lever for the 21st century to China. Thank you for your attention to this matter.

[None @33plates]

@Tesla Yet, $ENVX and $EOSE can't build and ramp 1 line 👀 @JoeMastrangelo8

[Topher @TopherGotWifi]

This is on the company/Joeybatts. There is NO REASON that we should be the 41st most shorted company. Perceived lack of progress is the reason. @x_times_1 isn’t wrong. $EOSE Comms have to IMPROVE. Topher stands by his proposal here: https://t.co/FgDY50Yds7 https://t.co/BtGggoCH2x