$DELL won a $9.7B Pentagon contract to provide $MSFT enterprise software across the U.S. military over the next five years.
The agreement is expected to streamline procurement, reduce duplicate software spending, and save the Pentagon an estimated $422M annually.
$DELL continues to exhibit explosive server growth, record revenues, and continues to raise their guidance.
With earnings coming next week, can #DELL continue to converting AI server demand into profits?
I think the answer is yes.
$DELL accounts for more new revenue in the server markets than all of its competitors combined.
With over $2B in backlogs for its servers. #DELL looks like it will be growing for the next few yrs. With more free cash flow than net income.
This has pushed #DELL 200% in a year
@CKCapitalxx Hot take, $EOSE was never meant to be a profitable business but a stock selling scheme for self enrichment on old tech with false illusions as the driver for liquidity to sell stock.
$EOSE's 10-Q reveals huge revenue & customer issues that CEO Joe clearly doesn't want investors to know
51% of Revenue ($28.9m) came from the UK
Which customer is in the UK? Frontier Power UK (connected to Cerberus, Eos's PE owner)
But digging deeper gets dirty:
- Import-Export Databases reveal 0 shipments by Eos or any of it's subs to the UK...so 51% of Q1-26 Rev is from batteries that were NOT actually shipped to the UK
- Meanwhile - Eos's 10-Q shows an unexplained 180% spike in Unbilled Receivables (aka contract assets). The spike almost perfectly matches the amount of revenue booked from Frontier Power UK
It looks like $EOSE both did NOT ship batteries to Frontier Power + did NOT bill for them!
This is a bombshell on top of the fact that Eos's new major customer was revealed this morning to be "Frontier Power USA," an entity that was only registered last week and which was created by Cerberus & Eos
During the hottest AI boom and demand for batteries ever $FLNC reported backlog increasing +100% YoY
Meanwhile, $EOSE's backlog is -5% YoY & their only hope now seems to be selling batteries to themselves
GFLTA
@TopherGotWifi@PoweredByEos Unfortunately, it's a leveraged vote controlled by Cerb and execs. It's will pass regardless of retail votes. Though they need enough votes to meet quorum.
What I'm saying is, this is part of their "plan" with Cerberus.
@Zerosumgame33@Browpeak If we take away the price action, the stock is summed up by dilutive agreements, hollow intentions, and enrichment of executives. With next to minimal progress for the accumulated deficit over its lifespan on public markets.
Next report will reflect exactly that.
@Zerosumgame33@Browpeak In $EOSE case, there is too much risk compared to reward, despite the price action, which was a cause of Cerb accumulating common stock and "squeezing" the supply of stock while having no selling pressure due to being in full control of convertibles.
@TrumpZilla45@TopherGotWifi@Browpeak@JordanSolace Why do I sound like that? I read a lot of SEC filings not only EOSE. The real reason is speculative stocks gain more attention and conversation.
It's entertainment. I don't need EOSE on my watch list, it's just been there for nearly 5 years.