Financial systems are failing. Free money creates zombie economies and a lack of moral hazard. Debt is growth. Unsustainable debt undermines trust. Build trust!
Europe
Joined September 2012
- Tweets2.1K
- Following472
- Followers351
- Likes2.5K
Pinned Tweet
$EOSE The "Nigro Playbook":
(there's hope)
Can the Man Who Split Exelon ($EXC) save Eos Energy?
( Exelon $EXC became the "pure-play" that he promised it would need to be, while Constellation Energy $CEG went +700%, since )
🧵1/ In the world of energy, few C-suite moves are as calculated as Joe Nigro’s.
As of Jan 1, 2026, he is the Chair of Eos Energy ($EOSE) - Finally?! Necessarily so! Since JN held the CFO position at $EXC - and EOS not having a CFO, we can say with certainty that Joe M. is no longer doing much of the planning any long, and that Joe N. has taken the helm! 🤞
The Q4 2026 profitability target isn’t just a "nice to have" goal — it is a mechanical necessity because of the March 31, 2027, deferred DOE covenants.
To understand where Eos is going, we have to look at the masterstroke Joe Nigro pulled at Exelon.
🏛️ #EOSE #EnergyStorage #Investing
$EOSE
After years of seeking and preparing, the “everything all at once” moment for Eos seems about right around the corner..
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
$EOSE
30 MWh Indensity backlog coming out of CAPAC's 750 MWh capacity commitment.
CAPAC is currently finishing up an 22 MWh Eos system in Bruchsal, slated for COD by EOY.
Leave it to the Germans to be the first ones to get large cube and Indensity systems working correctly and on time.
🇩🇪🇩🇪🇩🇪🇩🇪 $EOSE ess-news.com/2026/11/11/germ…
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
Le pidieron a ChatGPT que recreara la misma imagen 200 veces sin cambiar nada
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
This insane. AI slop is getting good! All the action cops in one place 😂
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
The Nvidia $NVDA shareholder lawsuits are going to be epic...
Madison Huang joined Nvidia as an intern in 2020 after culinary school, chef work, LVMH marketing, and an MBA. She is currently a senior director.
Nvidia’s own Senior Director job postings commonly require 15+ years of overall experience (and often 5–10+ years in leadership). Similar director-level roles ask for comparable tenure.
Senior Director, Product Marketing job postings list base salary ranges of roughly $308,000–$471,500, plus equity
Spencer joined in 2022 after running a cocktail bar and earning an MBA. He has about 4 years of Nvidia tenure.
Spencer Huang is a director-level / product line manager leading robotics software products at NVIDIA.
$EOSE
Ever since "Iceberg Gate", "Container Gate", "Fuzzy Panda Gate", "Guidance Gate", and "RO Gate",
.. EOS seems to be looking for "High Voltage Gate" on the near horizon ..
Only one week to go until RE+ Vegas 2026!
Next week, the Eos team will take on one of the industry's most important events. From breakthrough technologies to real-world deployments, RE+ brings together the organizations shaping the future of energy.
Stop by Booth #C7588 to meet our team and learn how long-duration energy storage is helping strengthen grid reliability and energy security.
We'll see you there!
#REPlus2026
1
15
1,530
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
Only one week to go until RE+ Vegas 2026!
Next week, the Eos team will take on one of the industry's most important events. From breakthrough technologies to real-world deployments, RE+ brings together the organizations shaping the future of energy.
Stop by Booth #C7588 to meet our team and learn how long-duration energy storage is helping strengthen grid reliability and energy security.
We'll see you there!
#REPlus2026
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
$EOSE
My guess is that by mid-Dec, we’ll see an FPUSA financing deal, with some FPUSA projects to fill next year, possibly alongside a Cerberus lockup extension.
I have 0 expectation of a large third-party order until there's enough field data - though I really hope I’m wrong.
$EOSE
I’m betting Eos would land at least 2GWh of the suggested 3.5GWh - on the call. Those were not on the slides, Joe felt like mentioning it still (as Nate and Joe have done many times before - likely once again, are shooting the gun prematurely) - but I also don’t believe Cerberus will exit EoY - they will see this FPUSA thing through, and will be pulling many strings, giving this company a 10-15y lead way to grandness; given their VPs being well networked.
Eos can expand their backlog with 50% coming, say 6-10 weeks, potentially - and could very well double it into mid 2027! NFA DYOR
Bottoms up !
3
27
1,986
$eose
If Eos Energy makes it through this manufacturing ramping phase and they land some significant customers that keep coming back for more - as they have about all the ingredients for it - this company can become a next Cisco or Broadcom within its own segment, over the next 20y or so.
$EOSE
Might the Spaces-curse finally be lifted?
Was it the long-over due female-touch the community needed! Will the spell finally be broken?
@kremsnite @j_grieshaber
1
9
866
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
Gross margin improved materially as revenue increased, demonstrating real operating leverage. EOSE is moving in the right direction on manufacturing economics.
🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 retweeted
$EOSE
Operating leverage put simply: For every $1 of additional revenue in Q3 compared with Q2, they had $0.67 of additional COGS, improving gross profit by $0.33.
Was a long time coming, but they are making progress.
