EZY

[Chef José Andrés 🕊️🥘🍳 @chefjoseandres]

.@elonmusk is one of the great disappointments of humanity!
Someone with such a talent and opportunity to bring people together and is just creating mayhem in USA and supporting the wrong cause in this war……Supporting Putin killing civilians children and women…and taking away the possibility of @MFA_Ukraine to defend itself! 🇺🇸🇺🇦🇺🇸🇺🇦🇺🇸🇺🇦😔

[Devoted Dividend Investor @DevotedDividend]

Do you think $SCHD will hit $40 per share within the next 2 years?

Will this ETF just keep growing? 📈

I want your input! 🤔👇

[SmarTrader @smartrader19]

So you're telling me if I put $1,000,000 into $SCHD at around $0.27 quarterly dividend

I will get $7,556 every 3 months for doing literally nothing

That's almost $30,000 a year

And its yearly payout has gone up every single year for 13 years straight.

Why aren't more people doing this?

[John Stocks @john_stocks1]

GE Vernova Inc.
NYSE: $GEV

A new power project in Côte d’Ivoire has selected its gas-turbine supplier. GE Vernova will provide a 9E turbine and generator for the Songon combined-cycle plant near Abidjan, with the order booked in the third quarter.

The planned facility is expected to deliver 372 megawatts and begin operating in 2029. Songon Energies is developing the project to support electricity demand in Greater Abidjan. For GE Vernova, this is a specific equipment order tied to a named development, planned capacity and an operating timetable—useful details for following its power business. @GEVernova

Read more: https://t.co/x12QEhfuYk

#DigitalMedia #MediaPlacement #Energy #GEV

[HKI Strategies @HKIStrategies]

$GEV

bottom.

Price found support on the 1.618 fib.

Shares are oversold, based on the RSI.

We have a spike in volume.

I expect this contact to be the bottom,

we want $GEV to confirm this.

$GEV pt $1,607.

This is not investment advice.
https://t.co/vZGgzVp7Vw

[JordanSolace @JordanSolace]

$EOSE $TTI

Follow the 💰

Completion Fluids & Products posted record revs, record Ebitda, and record margins

Industrial chemicals are now the fast growing, highest margin part of tetra

Structural growth for fluids.. not cyclical oil biz anymore

Tetra ebitda margins today are 28%, targeting mid 30s later this decade.

Arkansas project alone will add 230m in revs with 105m in ebitda.. that’s the segment we as eos investors care most about

Pureflow is the key and central to Tetras growth strategy.. selling 60m + to Eos this year and guiding to 2gwh (this year in delivs) 🔑

The “material increase” in electrolyte biz. This is where the focus of the biz clearly is. I don’t think tetras makes this shift without conviction in Eos prospects.

The biggest tell…. Locking in a bromine supply years ahead. Adding a 3rd party for 26-27, expanding the capacity right now. 🔑

Scaling ahead of demand. If Eos demand were uncertain, they would wait for their own bromine plant but instead… they are

1) Paying higher interim cost
2) Accepting potential margin pressures
3) Securing the feedstocks early

Demand > supply

So for Eos.. supplier actions imply fwd production forecast, mfg ramp is real, supply is “mission critical”

Tetra naming eos… also yuge

Rare for a public supplier to name small customers. This is further validation eos is central to the growth thesis, inst’ll validation, future volume exist.

West Texas Data Center.

TTI Mgmt reframing story around AI, DC buildout, and LDES needs.

Pureflow ramp aligns with Eos CODs 27-29 (8gwh). Grid storage adoption.

Key line… “capacity expansion projects.. expected to keep pace with eos demand..” 🔑

Doesn’t sound like a science project anymore.

While mkts still debate if demand is real and if ramp is real… the upstream supplier is doing a few things..

Locking in feedstock
Expanding capacity
Forecasting growth tied to pureflow vol.

Tetra isn’t scaling on hope.

Take it the fuck home tmr JoeyB lets rolllll

[DonDraper @DonDraperDude]

TETRA wouldn't be paying "incrementally higher costs" for third-party bromine if they didn't have firm, massive orders from $EOSE

[EZY @EZYDREAMS]

@TheeRobMoore @bluedoor626 💯

[Robert Moore @TheeRobMoore]

Unpopular opinion:

The most important battery company in America right now isn't Tesla.

It's $EOSE.

Here's why 🧵
Lithium-ion explodes.
That's not a metaphor. Thermal runaway is a documented, real risk.

Now ask yourself: what does a data center operator do when they need 12+ hours of backup storage sitting next to a $500M server farm?

They don't use lithium.
Zinc doesn't burn.

That single fact changes the addressable market in ways the market hasn't fully priced yet.

$EOSE is the only U.S.-designed, U.S.-manufactured zinc battery at commercial scale.
The Q4 print tomorrow is the moment we find out if the factory actually works.

If it does, this story is just getting started.

Full bull thesis 👇
@TheeRobMoore | Not financial advice

[Lucas Sacerdote🔋 @LucasSacerdote_]

$EOSE Based on $TTI 's report its seems like Eos' demand experienced a step-change...

They had to bring a third-party, with much lower margins, to keep up with demand... I dont see them doing this if the original 2023/2024 plan was still in place.

"our customers pivoted quickly in the fourth quarter by requesting engineering design for much larger-volume projects to support West Texas data center opportunities."

So much to like in that last phrase...

We just have to wait a couple more hours now to get a clearer picture...

[Spearfishing Capital @SpearfishingCap]

"We have secured third-party bromine supply for 2026 and 2027 to bridge our growing bromine demand until our bromine processing plant project is brought online. These third-party supplies will allow us to keep pace with the expected material increase in electrolyte from $EOSE"

[Senator Mark Kelly @SenMarkKelly]

Trump's State of the Union was nearly two hours of grievances and division that didn't lay out any path forward to address the challenges facing American families, starting with costs.

[Brian Allen @allenanalysis]

Mark Kelly staring down Donald Trump was pure indictment.

No applause. No fake respect. No playing along.

Just the look of someone sick of hearing immigrants turned into enemies.

That stare was every person with a conscience in that room.

[Stock Talk @stocktalkweekly]

*TECH GIANTS MICROSOFT, AMAZON, GOOGLE, META, XAI, ORACLE, OPENAI & ANTHROPIC HAVE AGREED TO COLLECTIVELY SIGN TRUMP'S MANDATE REQUIRING THEM TO BUILD INDEPENDENT ELECTRICAL SUPPLY FOR AI DATACENTERS $AMZN $MSFT $GOOGL $META

[Gavin Newsom @GavinNewsom]

Donald Trump owes the American people a refund.

[EZY @EZYDREAMS]

@GrindeOptions 🙏🤞🏼 🍀

[🔋Tony🔋 @CompoundingTony]

$EOSE

Today was a good reminder of how the “energy layer under AI” is scaling in real time.

MN8 announced a long-term PPA with Meta for an 80 MW solar project in Pennsylvania, targeted to start operations by end of 2026. Data centers are not just buying compute. They are contracting real, utility-scale generation inside PJM.

And then BIMergen dropped something even more relevant for Eos. Their Redbird project in Texas is a 100 MW / 400 MWh BESS, designed as a four-hour system, and they explicitly selected Eos’ Z3 zinc-based technology for it.

That combination is the point for me.

On the demand side you see hyperscalers pulling forward new generation projects. On the infrastructure side you now see developers selecting non-lithium, American-made storage for a four-hour build in ERCOT, while the same press release frames Texas load growth around data centers and electrification.

Also worth noting, Eos already has a supply agreement with MN8 for up to 750 MWh across MN8’s portfolio. So MN8 showing up in hyperscaler energy procurement matters, because that’s the chain where storage gets pulled in next.

This is why I keep coming back to TAM. Not because one headline equals immediate revenue, but because the market is clearly building the grid + AI backbone in big blocks, and storage is becoming structural in those builds.

[🔋Greg🔋💎🤲 @FreemyerGreg]

$EOSE Roadmap to $40+ – Redbird Unlocked, Catalysts Loading!

Ultra-bull PT $40+ in sight.

News drought shattered TODAY: Bimergen advances Redbird to Ready to Build (RTB) stage with JDA approval + Eos Z3 selection (permitting & interconnection cleared, financing next).

Milestones I believe drive us there:
☑️ Bimergen gets JDA approval & permit advancement for the 400 MWh Redbird project (announced TODAY – Eos Z3 selected, milestone‑based capital now flowing!)
⬜ Bimergen publicly places a firm order for the Redbird project
⬜ Q4 earnings — Q4 revenue ~$95mm
⬜ Backlog exceeds $1B
⬜ 2026 guidance $500mm–$750mm
⬜ Frontier makes it through the next gate (early spring) with all 11 GWh intact
⬜ The 2.4 GWh NYC Navy Pier project is announced
⬜ NextEra announces they are going to use a significant amount of $EOSE BESS starting immediately
⬜ IEP announces the Robena Data Center project has achieved FID (tenants + full funding secured)
⬜ A large Z3 Indensity order is announced
⬜ Q1 earnings (early May) — ~$125mm for Q1
⬜ Line 2 imminent SAT at Marshall
⬜ Line 3 announcedUltra-bull PT $40+ in sight.
⬜ Backlog exceeds $3B
Redbird box checked — next one incoming? $EOSE to $40+ feels inevitable if these hit.
#EOSE #BESS #ZincBattery #EnergyStorage

[🔋William Grassman🔋 @GrassmanWilliam]

$eose

[Lucas Sacerdote🔋 @LucasSacerdote_]

$EOSE Today Google announced a 300MW-30GWH!!! order for Form's Energy long-duration batteries. These will be developed by utility Xcel. Form's and Xcel's relationship goes back a couple of years. The selection of battery technology is very closely linked with the selection of the developing utility. It's no coincidence that Xcel selected Form. They've been investing in them for years now.

Google also announced they are expanding their Texas presence with a new data center and clean energy in Wilbarger County. Utility developer here? $AES.

We know AES has been spending resources and time doing due diligence on $EOSE technology. We also know there is something interesting brewing in Texas (through $TTI 's comments)...

Encouraging to see Google's continued support for clean, "power-ready" technologies and support of non-lithium energy storage. Looks like Google's insatiable demand for power will be, at least partially, supplied by the framework they laid out in their "Advanced Clean Electricity RFI". $EOSE checks every single box here. These are not small ambitions (as we can see in the 30GWH order for Form...) and highly favor US manufactured, supply-chain resilient technologies.

https://t.co/xPK07MDkbl