Jesse🔋(re/tard)

#ThinkBigger

[Jesse🔋(re/tard) @srvc76]

Every fucking formula includes Battery Storage.

WE, will be right. 🔋

[Jesse🔋(re/tard) @srvc76]

$EOSE

Too tired for anymore breadcrumb research.

Feed me the PRs, Joe. Thanks

[Jesse🔋(re/tard) @srvc76]

@kremsnite As a Christian man,

There are times I feel this is all a simulation

[Jesse🔋(re/tard) @srvc76]

I’m ready for a 2012 Mayan calendar moment.

Let’s turn the heat up another level

[Jesse🔋(re/tard) @srvc76]

@garyblack00 He fucked a woman, who turned out to be a Chinese Spy Gary.,.

Last time I checked, when I was younger, I didnt get an extra rush to give any woman my computer passwords or trade secrets?

[Jesse🔋(re/tard) @srvc76]

Fuck it.

Take it all to $0

[Jesse🔋(re/tard) @srvc76]

@OBGInvestments @JordanSolace Pipeline number is sure as hell heading there!

[Jesse🔋(re/tard) @srvc76]

$EOSE | Final Q3 Reflection

I’ve seen a few posts discussing Joe’s commentary on the earnings call. I shared some thoughts privately that I didn’t feel were appropriate to bring into our Spaces, but I think they’re worth sharing one time here.

Earnings calls are scripted. Prepared remarks are reviewed and approved in advance. It’s a deliberate process designed to maintain consistency, manage expectations & ensure appropriate messaging.

Reflecting on Joe’s remarks and how he approached certain questions, I think it’s important to revisit what transpired following Q3 this time last year.

Given the ongoing litigation and heightened legal scrutiny, I suspect management was operating within considerably tighter communication constraints. Rightfully so. The level of caution was noticeable, even compared to previous calls.

I actually commend Joe for seemingly pushing those boundaries & reviving everyone’s favorite phrase, “late stage.” We’ll see if it backfires.

There’s a broader conversation around disclosure discipline & forecasting credibility. Between the litigation, missed expectations & significant deterioration in valuation… management has every reason to be more measured in what it communicates.

They’ve earned that scrutiny.

Investors are simply trying to connect dots that seemingly lead to endless dead ends and more questions.

The market opportunity remains enormous. That’s what makes the opportunity cost of continued execution delays so frustrating.

Eos could stumble repeatedly and still find itself sitting on a pot of gold. But at some point, you have to demonstrate an ability to mine it. #poetry

Hopefully 2027 brings renewed momentum and greater commercial visibility. Today, we have nothing to validate. It’s been a quarter-to-quarter business. Time to grow up, Eos.

Good luck to us all. Nothing left to comment on until another PR hits the tape.

Peace & love.

J

[Jesse🔋(re/tard) @srvc76]

It’s beyond a joke at this point.

If the entire pipeline converted, at current manufacturing capacity, it would take Eos over half a century to fulfill.

Apply a realistic 10% conversion rate and you’re looking at roughly 12 GWh. But without any visibility into conversion timelines, it’s a largely meaningless statistic. Just like their Dec’23 investor deck slide.

Eos had a $13B pipeline in Q4 2023.

[Jesse🔋(re/tard) @srvc76]

@JordanSolace They need billions in backlog. Plural

[Jesse🔋(re/tard) @srvc76]

@AutismCapital 🤣🤣🤣🤣🤣. HAHAHAHH

[Jesse🔋(re/tard) @srvc76]

The art of misdirection. “Jensen & Spy”

Funny how headlines like this dominate the conversation while far more consequential things could be unfolding beneath the surface.

Coincidence? I don’t believe so.

[Jesse🔋(re/tard) @srvc76]

$ASTS

Good. Very, good. 👍

[Jesse🔋(re/tard) @srvc76]

Jensen Huang | Chinese Spy Headlines

If you think these headlines are shocking, imagine the headlines that will never be written.

For decades, China has worked to build influence across American institutions & Government. Corporations… including professional sports.

The depth of these relationships and the information potentially exchanged goes far beyond what the average American sees or understands.

Yet here we are making headlines about allegations involving Jensen and a suspected Chinese spy.

Let’s be realistic. The larger conversation should be about the extent of Chinese influence within the United States and how deeply it reaches into positions of power.

That deserves far more scrutiny than one sensational headline.

[Jesse🔋(re/tard) @srvc76]

FYI.

CPI print is tomorrow - you’re welcome.

[Jesse🔋(re/tard) @srvc76]

One of the all-time greatest posts 🤣

[😈 Xavier ✞ @RealXavier011]

🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

[Jesse🔋(re/tard) @srvc76]

On November 8th, NVIDIA expressed confidence in Jensen’s leadership and stated it had no reason to believe company secrets or national security were compromised.

The board operates under founder-led governance with five seats having ties dating back roughly 30+ years. I think that is an important data point when considering decades of trust and continuity.

There are arguments on both sides. But I struggle to see a scenario where Jensen is replaced following this investigation.

The optics are horrible. I also find it hard to believe he would knowingly share sensitive information with another party, let alone someone involved in a personal relationship.

The investigation could be short or prolonged. There could be a cloud over the equity until more clarity emerges.

I see reputational risk. Not necessarily a leadership transition. All could be forgotten by next year.

[Jesse🔋(re/tard) @srvc76]

@Oilfield_Rando Maybe I should’ve run for Governor of Georgia.

#VoteForJ

[Jesse🔋(re/tard) @srvc76]

@JordanSolace @Uber Just hire a driver sweetheart.

Cmon big money 😉

[Jesse🔋(re/tard) @srvc76]

https://t.co/zBcvjQwdzf

[Jesse🔋(re/tard) @srvc76]

Added $IREN after that call.