Sampo Saukkonen

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand.

He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

[Lucas Sacerdote🔋 @LucasSacerdote_]

Eos Energy [Full Investment Thesis]: Everything You Need to Know About $EOSE

$EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋

Here’s my 119-page, ~two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company reshaping America’s grid. I did this video and tried including everything I know in here, hopefully helping speed up the learning curve for anyone interested.

This isn’t meant to be flawless; it’s meant to be done. I hope it helps you grasp the company’s story, the team driving it and the potential they have (at least how I see it…).

During the video I’ll cover:

00:00 Introduction
3:49 Global Energy Market
8:15 Why Energy Storage is Key
25:21 Choosing the Right Battery Company
27:15 EOS’ Background and Timeline
38:35 The Product
1:01:56 Production at Scale
1:11:56 Unit of Economics and Financials
1:18:26 Team
1:26:59 Risks
1:29:03 What Comes Next - “Best-In-Class” US Battery and It’s Demand
1:45:52 Boots On the Ground

$EOSE is executing toward an unprecedented hyperscaler energy demand:
U.S.-made, non-lithium storage, ramping for 24/7 data centers, military bases, supply-chain resilient, and addressing key national energy security issues... I believe significant orders should be coming very soon.

Please feel free to share your thoughts, feedback, questions, things I left out, etc. 🔋🔋