Hamilton Financials

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[Hamilton Financials @HamiltonFFinanc]

@Bitcoin Not even your coins.😆

[Hamilton Financials @HamiltonFFinanc]

There's something so peaceful yet powerful about this. Beautiful!

[Canadian Jennifer 🇨🇦 @cdntradegrljenn]

Good morning. I can’t see. It’s just too much green! Enjoy your day fam. #namaste

[Hamilton Financials @HamiltonFFinanc]

@alex_goteam gm indeed 🌞🌄

[Hamilton Financials @HamiltonFFinanc]

@cdntradegrljenn Thinking of having this for dinner as well 🥰

[Hamilton Financials @HamiltonFFinanc]

@cryptogoos The biggest mistake is assuming that if someone can’t buy the best technology, they’ll stop innovating. More often, they just start optimizing around what they have and sometimes that ends up being enough.

[Hamilton Financials @HamiltonFFinanc]

@BitcoinMagazine The weekly Bitcoin purchase signal is back. 🚀

[Hamilton Financials @HamiltonFFinanc]

Rain and roses... what a perfect combination. 🌹🌧️

[𝑎𝑒𝑠𝑡ℎ𝑒𝑡𝑖𝑐 𝑎𝑟𝑡 @huariqueje]

roses after the rain

[Hamilton Financials @HamiltonFFinanc]

@chefsevenn I could eat this any time of the day! 😋🍽️

[Hamilton Financials @HamiltonFFinanc]

And the biggest L of all goes to billionaire booster. Thought his money could bully the entire conference.. Stay on lane, bro!

[Hamilton Financials @HamiltonFFinanc]

@SkylarSkye3 I hear you everything looks so good and way more indulgent 🍟😄

[Hamilton Financials @HamiltonFFinanc]

Take me to this beach 🌊✨🇲🇻

[VIEW @viewsoff]

Maldives

[Hamilton Financials @HamiltonFFinanc]

@MrMikeInvesting Interesting framework for categorizing market declines. While the percentage thresholds are commonly discussed, market outcomes can vary, and a V-shaped recovery is only one of several possible scenarios. The next few weeks should provide more clarity.

[zerohedge @zerohedge]

Nobody is trading stocks any more: it's all just options and levered ETFs

[Hamilton Financials @HamiltonFFinanc]

@marklevinshow The easiest way to end speculation is transparency. When questions linger and evidence stays hidden, people naturally start asking why.

[Hamilton Financials @HamiltonFFinanc]

@ChrisRMcGuire If Chinese AI firms were truly self-sufficient already, they wouldn’t still be scrambling for millions of Qualcomm chips. The reality is the transition to a domestic stack is happening but it’s not instantaneous.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Trump Administration and the US Treasury Department are designing a $250 bill featuring President Trump, per the Washington Post.

If this is launched, President Trump would be the first living person to appear on a US currency since 1866.

[DOMO Capital Management, LLC @DOMOCAPITAL]

The investment thesis for $ALTO and $GPRE is only getting stronger each and every day. The United States is going to need more ethanol. The world is going to need more ethanol. Oil is going to remain elevated for a long period of time. Year-round #E15 is going to happen.

[Shay Boloor @StockSavvyShay]

Dear Joe,

I’m writing this as a shareholder who actually wanted to believe in $EOSE is building and who still believes the underlying problem you’re trying to solve is real, urgent & structurally important for the grid. But this quarter wasn’t just a bad print.. it genuinely was a complete trust break.

Small-cap investing is like watching your house catch fire since you already know the risk going in but the only way you survive is if you trust the person guiding you to the front door. Once that trust is gone then you don’t just lose money but you burn with it. That’s what this quarter felt like.

Reaffirming guidance deep into the quarter and then missing it by this much without pre-announcing tells me that you actually didn't know what was happening inside the factory or chose to stick with the story even as the numbers were falling apart. Both are bad. As CEO, that’s on you.

What makes this harder to swallow is the timing since you raised roughly $600M late in the quarter and then turned around and delivered results that were nowhere close to what had been guided. Even if every operational issue you laid out is real then the sequence alone creates a governance problem. You can’t take fresh capital from the market while the quarter is blowing up and then act surprised after the fact. That destroys credibility.

I heard the explanations of supplier issues, downtime way above expectations, automation not hitting quality targets, rework, utilization below plan. These are real problems but from the outside it looks like the manufacturing system still isn’t stable enough to support the confidence you projected publicly. You can’t ask investors to underwrite a scaling story when the engine is still sputtering.

The frustrating part is that demand doesn’t look like the problem. You booked a lot of new orders, backlog grew and the pipeline is big and the tech actually matters. Long-duration, non-flammable zinc batteries solve a real gap that lithium-ion doesn’t since data centers run 24/7 but the grid wasn’t built for that. Eos sits right at the intersection of AI power demand and grid reliability which is why people believed in this story in the first place.

But none of that matters if management credibility is impaired which is exactly what today’s stock action reflects. A 40% drawdown isn’t the market debating long-duration storage but it’s the market GRADING YOU JOE and saying it no longer trusts you on execution.

I hope the company does turn it around. I hope the technology scales. I hope the mission succeeds. But as an investor, I already accept enough uncertainty from markets, supply chains and the normal fog of war but what I cannot accept is uncertainty layered with distrust of management communication. This quarter crossed that line and you should assume many shareholders feel the same.

[Bloomberg @business]

Bonds of Brazil sugar and ethanol giant Raízen tumbled after the company said it’s engaging financial and legal advisers amid mounting debt pressures https://t.co/0SonAcAWsC

[unusual_whales @unusual_whales]

BREAKING: Goldman Sachs cautioned that U.S. stocks may see additional selling pressure this week.