🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬

Financial systems are failing. Free money creates zombie economies and a lack of moral hazard. Debt is growth. Unsustainable debt undermines trust. Build trust!

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

$EOSE The "Nigro Playbook":
(there's hope)

Can the Man Who Split Exelon ($EXC) save Eos Energy?

( Exelon $EXC became the "pure-play" that he promised it would need to be, while Constellation Energy $CEG went +700%, since )

🧵1/ In the world of energy, few C-suite moves are as calculated as Joe Nigro’s.

As of Jan 1, 2026, he is the Chair of Eos Energy ($EOSE) - Finally?! Necessarily so! Since JN held the CFO position at $EXC - and EOS not having a CFO, we can say with certainty that Joe M. is no longer doing much of the planning any long, and that Joe N. has taken the helm! 🤞

The Q4 2026 profitability target isn’t just a "nice to have" goal — it is a mechanical necessity because of the March 31, 2027, deferred DOE covenants.

To understand where Eos is going, we have to look at the masterstroke Joe Nigro pulled at Exelon.
🏛️ #EOSE #EnergyStorage #Investing

[Financelot @FinanceLancelot]

I don't know what's worse, knowing 70% of U.S. GDP is the AI bubble... Or knowing that 70% of U.S. GDP is entirely funded by private credit and retirement funds.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

@99_loss_capital Somewhere in there is an optimum of two lines crossing, to be selling future upside and spending the ‘loot’ optimally towards the remainder one’s life..

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

Debt is future cost for growth today. 🪑🪑🪑🪑

In the end, in the (not so distant future) there I’ll always be someone(s) drawing the short end of it, holding a bag of 💩

Future generations under the scrutiny of depopulation will end up paying the prize (which will not be financial) for our so-called wealth and luxuries, today.

[Hedgeye @Hedgeye]

🚨 U.S. National Debt just hit $40 trillion

The last trillion was added in just 152 days.

That's $6.58 billion every single day.

Or $76,157 every second.

Interest costs now exceed $1T annually.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

$eose

[pv magazine @pvmagazine]

Blocked BESS in Britain: Clearstone’s appeal fails for 150 MW site at Axminster: Clearstone Energy’s proposed 150 MW Axminster Energy Hub BESS appeal was dismissed by planning inspector Helen Heward on… https://t.co/gxOKD5DWS1 #Photovoltaics #EnergyStorage #RenewableEnergy

[Smoke Signals @smokesignalsTA]

$EOSE

Energy going to explode higher.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

@OBGInvestments “…and although we like to think we are smarter, it sure is a hell of a lot easier to just be first.”

[National Debt Tweets @NationalDebt]

$40,047,425,768,420.22 (+) #NationalDebt

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

@NetMelc @NateStrande Does she still own around 100k shares and about 200k stock options in Eos Energy? @grok

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

@srvc76

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

This IS the way. $eose

[🔋Tony🔋 @CompoundingTony]

This is the way

[Barchart @Barchart]

Jim Cramer just said this "This Time is Different" 🚨 Dear God, pack it up folks 🫡

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

Entire Suffolk County Fire District Officers Association comes out against Li-ion. At the same time, Long Island’s grid situation is dire. If $EOSE can’t capitalize on this and stat with town supervisors begging for zinc I don’t know what to say.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

$EOSE is slowly going to claim and win over this domain. NFA / DYOR.

Lithium took the first leap. The better long-duration tech always lags a bit — until the right pieces finally click. Same story as handhelds: HP and Compaq shipped the first PDAs. Blackberry owned the moment. Then Apple and Samsung claimed the entire category.

We’ve already watched a long list of LDES hopefuls go under or struggle intensely: Azelio, Ambri, VoltStorage, ESS (GWH), Zinc8, Powin, AMTE, Redflow.

Meanwhile CATL, Tesla's Megapack and Invinity keep compounding.

Form Energy is still years from meaningful scale in its slow, multi-day grid-buffer niche.

Eos has struggled, but is overcoming. Its 5 ms response already fits AI data-center needs, yet it isn’t trapped by that single narrative. The zinc chemistry is non-flammable, domestically manufacturable, stackable (Indensity™️), and safe enough for residential and dense urban sites.
Fire departments and local governments will eventually (and are already) endorse/ing what they can actually live next to.
The domain is still sorting itself out. The survivors that solve safety, duration, cost and domestic content at the same time are the ones that last.

$EOSE has a real shot at being one of them, and it's becoming. Backed by big players and big thinkers like Cerberus, KCM, the DOE, Talen, MN8, CPAC, Turbine-X, FPUSA, the US government, GE, NEE, PJM, IEP, cybersecurity strategists, Hudson Bay Capital, Arial Green - and held in significance by institutional holders like Blackrock, Vanguard, Driehaus Capital, Two Sigma, State Street, Geode, Marshall Wace, Citadel, Electron Capital Partners, and others.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

@Primarch_Vulk You own a piece of American manufacturing, and indirectly a piece of FPUSA ;) 👍🏗️

[Lucas Sacerdote🔋 @LucasSacerdote_]

Interesting fund. Lots of overlap with the things I like:
$EOSE is their largest position.
$IREN second.
$CSIQ fourth.

They even hold $GIS $CPB and $CAG in smaller amounts (I do too).

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

Zone K thing coming more into focus. The speaker is Larry Siegel, former Director of Finance at Con Edison, Portfolio Manager at the DOE LPO, and now senior managing director at Tobay Capital focused on the development of BESS projects on Long Island and NYC area.

[Nick Gerli @nickgerli1]

Airbnb firesale in Florida.

Owner is trying to sell at a $204,000 loss.

They bought near the peak in 2023 for $694,000.

Now it’s listed for $490,000. Down nearly 30% in just three years.

And this isn’t some rundown fixer-upper.

It’s a fully furnished, 7-bed Airbnb short sale near Disney.

The surrounding ZIP code is down 13% from peak, but this seller is listing at double that decline.

Florida's downturn is entering a new phase, and the investor unwind is gaining steam.

Which means tremendous buying opportunities around the corner. (in this case, the property is nearly back to 2020 valuations).

Check how much to offer on homes like this here:
https://t.co/nXb7WRppuD

[concordia @concordiavc]

$eose

We missed the point about the last round of Form Energy.

It’s a down round. Valuation slashed 40% in 2 years.

Batteries are hard. Once Eos can scale profitably, a big chunk of the market will be theirs.

[🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock]

Don't underestimate its near term potential, because of Cerberus and their ties with KCM (especially since the LDES business isn't all just tied into the shaky and possibly overhyped/capex overspent domain of ai data centers - for now) in a market that has bare to no interesting buys, as we're looking over the edge of a cliff of massive private and public debt, stagnation, and the lowest labor gross and net wage margins in decades.

The grid is the focus for 2025-2035, in many ways, through many companies.

Both short, and buy it - sounds like a golden medium. $eose

[Brian Sullivan @SullyCNBC]

OpenAI Chief Rev Officer leaving the company ...