Shi

AI & Blockchain. Deep investments in $TSLA, $EOSE, $HOOD, $NBIS etc.

[Shi @dcshi13]

@Kay2289123 决定硬件需求一直都是AI的智能水平；谁强谁弱不重要，开源闭源也不重要。

[Shi @dcshi13]

真正决定AI硬件规模的是模型的智能程度，而不是开源闭源。

[Shi @dcshi13]

LLM靠卖token作为主要收入肯定是不可持续的。参考互联网的流量，长期来看token价格需要下来，业务场景才能百花齐放。LLM公司的盈利模式应该是针对行业解决方案整合，例如军事，医疗，生物研发等。所以为什么token一降价大家都要心慌？

[Shi @dcshi13]

@FreemyerGreg @SpearfishingCap I think so. Winning the government contract comes with stringent fundamental vetting, confirming EOSE’s solid fundamentals.

[Shi @dcshi13]

@Browpeak Looking forward to the adjusted GM, the order backlog appears far more positive.

[Shi @dcshi13]

@CryptoPainter 温馨

[Shi @dcshi13]

@SXSouthLamar @SpearfishingCap 😍

[Shi @dcshi13]

@Browpeak @JordanSolace The key challenge is turning GM positive through substantial cuts in material costs and higher resource utilization.
We are yet to confirm if this target can be delivered by year-end

[Shi @dcshi13]

@Browpeak @AccelsiusATX Welcome back $EOSE

[Shi @dcshi13]

@JuanRodrig07 Maybe tonight

[Shi @dcshi13]

$EOSE LDES

[Shi @dcshi13]

$EOSE Batteries are becoming a power supply option rather than just for peak shaving.

[Shi @dcshi13]

$EOSE Batteries are becoming a power supply option rather than just for peak shaving.

[Nicolas Fulghum @nicolasfulghum]

On Thursday last week, Germany's solar hit a new all-time generation record of 68.7 GW!

In 2026, solar has regularly been surpassing total system load.

Batteries are a necessary next step to smooth out peaks, shave off evening prices and avoid curtailment.

[Shi @dcshi13]

$EOSE Energy storage batteries are no longer merely for peak shaving; they have evolved into a viable power supply option.

[🔋William Grassman🔋 @GrassmanWilliam]

$EOSE

[Shi @dcshi13]

$EOSE 8 hours is coming

[Shay Boloor @StockSavvyShay]

$META is adding ~$200M of $TSLA Megapack batteries to support a new Wyoming energy project for its AI data centers.

The Enbridge-backed project includes 365MW of solar and 200MW/1,600MWh of battery storage expanding Meta and Enbridge’s clean energy partnership to 1.6GW.

[Shi @dcshi13]

@SXSouthLamar @NBA GSG

[Shi @dcshi13]

@tonyhua64243679 23YF和26一个Q比较吗？

[Shi @dcshi13]

@SXSouthLamar Undoubtedly, I am confident in the technology of
$EOSE. How about u?

[Shi @dcshi13]

Based on various signs we’ve observed, gross margins are improving, the supply chain is diversifying, and battery performance is advancing.
If these developments are real and tangible, I believe the market will eventually recognize our products.

[Shi @dcshi13]

$EOSE Most of us underestimate how difficult manufacturing really is, especially building an entirely new technical production line in the United States.