Jesse🔋

Every fucking formula includes Battery Storage. WE, will be right. 🔋

🇺🇸 2026 Midterms | Thoughts & Reflections Trump has lost me this term. That’s coming from someone who voted for him three times and doesn’t regret a single vote. I vote for leaders who will keep my family safe, protect American interests and create an economy where hard work translates into financial success. I don’t give a shit about your feelings, pronouns or whatever social agenda you want to push. Live however you want, but don’t expect everyone else to carry the burden of your beliefs. Trump came into this term with the right intentions. Restore American strength, get ahead of global conflicts, strengthen our economy and set up the next generation of Republican leadership. Instead, his increasingly erratic decisions and what I believe is pure arrogance have created unnecessary uncertainty and self-inflicted pain for American workers and businesses. We’re entering the most consequential technological revolution in generations. AI, energy, manufacturing and maintaining superiority over China should be our priorities. Not endless distractions and unnecessary economic disruption. I don’t need responses about how I should’ve voted for Kamala or how Biden would’ve handled things differently. They’re fucking losers. I believe Obama’s presidency helped accelerate some of the deepest political and racial divisions in modern America. The political establishment and ideology that emerged from that era have left a lasting influence that I consider deeply destructive. There’s a level of political power and influence operating in Washington that I believe the average American doesn’t fully recognize. I fundamentally reject the direction that movement has pushed this country. I believe in personal accountability, earning what you have and building a country where opportunity is created, not handed out. Trump can still turn this around and position the next generation of Republican leaders for decades of success. Supporting someone doesn’t mean blindly defending every decision they make. I didn’t vote for chaos. I voted for American dominance, economic prosperity and a country nobody wants to fuck with. Get back to that. Loyalty doesn’t excuse incompetence.

$EOSE Here’s a multi-billion dollar question. Today, which end market is Eos truly targeting to establish its competitive advantage and long-term moat? -> I truly don’t have an answer Happy earnings week & see you all on spaces My expectations for Q3 ER : Neutral.

Just logged my 4 millionth cardio specific step/movement for 2026. Currently: Running in the dark at 6:15pm ET What’s your excuse to not move your body?

Go Dawgs. 📍 Mercedes-Benz Stadium, Atlanta

$EOSE To be clear, I have little interest in debating someone’s opinion on a stock. The only reason I’m addressing this is because the Trout Fish account continues to challenge others publicly, then blocks them before any engagement to the actual discussion. I have no respect for that. Now, regarding Ayr and Busby. These are 2.8 GWh of potential projects in Scotland. Both require Section 36 consent under the Electricity Act 1989 before construction can proceed. Busby remains in the pre-application stage. It has not submitted its full Section 36 application and faces organized community opposition, including a petition approaching 3,000 signatures. Ayr’s formal planning application and approval status remain unverified. Neither project has a publicly confirmed final investment decision, financing close, firm Eos purchase order or commercial operation date. There is also no publicly established timeline for a final planning determination on either project. Scottish Ministers are not bound by a fixed statutory determination deadline. This is precisely the issue I’ve continued to raise with Eos. We have seen countless project announcements, development agreements and potential deployments across the pipeline. Yet relatively few have demonstrated the commercial milestones necessary to translate those opportunities into meaningful backlog expansion. Could Ayr and Busby eventually represent ~$665M in additional backlog? Absolutely. That would be significant. But treating potential future conversions as a rebuttal to actual backlog performance is fundamentally flawed. Eos entered 2026 with $702M in backlog. Nine months later, we’re sitting at $765M despite a $24B+ pipeline. My criticism has never been about the absence of opportunity. It’s about the pace of execution and the lack of visibility into when these opportunities become firm orders. Until those dominoes start falling, hypothetical conversions don’t change the numbers. Have a great weekend & see you all Nov. 5

I get asked probably once a week by someone wanting to take a photo of my Cybertruck. Most of the time, it’s with their kid. Or tourists. Then there was the gentleman earlier this week, wearing Gucci shoes, who confidently walked up and said, “Teslas are gay.” Now THAT… is why I enjoy driving this thing. Cheers

$EOSE As investors, we’ve experienced absolute highs & lows. Very little in between… with the lows lasting far longer. A lot of work remains. But separate the stock price from the underlying business, for a moment. Eos is part of the 2020 SPAC class. Many didn’t survive. They weren’t supposed to make it this far. Convert the backlog & tell the story beyond just one quarter. Patient investors demand it. J

$EOSE Current sentiment is late 2023, early 2024. Because of that, it’s time for me to host again Looking forward to the discussion xitter.gq/i/spaces/1XGygwqVjZvxM

Beautiful weekend. Cheers 😉

Data Center buildouts are going to accelerate. We will build around all the Liberal Susans

$EOSE | Industry News BYOP. Bring Your Own Power. President Trump reinforced a significant shift in how large-scale AI infrastructure should be developed and financed. “New and large, in some cases gigantic, Data Centers are mandated by me to make their own electricity, and give or sell any excess back to the local community, or grid.” He also called for developers to provide a financial “dividend” to surrounding communities. The implications: - Hyperscalers taking greater responsibility for generation capacity and infrastructure costs. - Dedicated generation, microgrids and energy storage becoming increasingly important to reliability and project economics. - Greater emphasis on protecting existing ratepayers while accelerating AI infrastructure development. This reinforces the broader market opportunity for Eos and domestically manufactured long-duration energy storage. As power generation moves closer to the point of consumption, storage can provide flexibility, manage peak demand & support reliability across interconnected generation assets. The shift is no longer just about securing electricity. It’s about financing, building and managing the infrastructure required to deliver it. Trump’s comments reinforce that direction Source: reuters.com/business/retail-…

$EOSE We have a great group here. 🔋 J

$EOSE Arguably the most significant operational update investors have received to date. Line 2 increased from 1% of total battery production in Q2 to 17% in Q3, while achieving first-pass yields aligned with Line 1. This is the first meaningful evidence of Eos successfully replicating its manufacturing process across production lines and scaling its manufacturing footprint. More importantly, Line 2 continues to operate on partial shifts. GAAP gross margins improved 16–18 percentage points QoQ. A significant milestone in validating the scalability of Eos’s manufacturing model. 🚨 Convert the backlog, Joe.

Breaking Benjamin concert tonight Just a southern redneck tech bro who loves the occasional aggressive head nod. 🤘

$EOSE We are so overdue to have some ‘fun’ again.

$EOSE Dear Retail, SURVIVE this relentless, 2026 selloff chapter. J

$EOSE Folks, big picture… As of today, I believe the market has this wrong. The market can be right about the price today & wrong about the opportunity tomorrow. Congratulations to the shorts, the bears and those who have wanted to see this company fail. Including those with personal grievances toward Joe. 2026 has been great for you in terms of the top sentiment driver.. stock price. Bulls have had their moments. Bears have ultimately won the equity battle thus far. I don’t know what Q3 will bring. Or whether management can deliver the execution, growth and line of sight into 2027–2028 that investors deserve. But the earnings progress thus far favors the bulls. What I do know is that the market is demanding battery storage solutions to a growing list of problems. That demand isn’t going away. There’s also an undeniable government component to Eos playbook. A politician’s public image is arguably their most valuable asset. We’ve seen elected officials publicly associate themselves with Joe and Eos’s American manufacturing footprint. This, amongst many things, including FPUSA.. has truly not taken shape to be factored. 2026 has brought significant valuation destruction despite tangible QoQ operational progress. Execution risk undeniably remains. It’ll never go away. But Q4 2025 earnings left a dark cloud over management credibility and projections. That confidence still needs to be rebuilt & it starts with hitting 2026 guidance. Investing requires conviction when the market disagrees with you. There’s a difference between a broken stock & a broken thesis. As of today, this thesis is alive. Until proven otherwise, I still believe Eos represents one of the most compelling pure-play opportunities in the BESS markets. I can’t guarantee what happens in a few weeks. But the opportunity remains significant. Congratulations to the bears. You’ve won on equity value in 2026, to this point. -> But this company is still very much alive. Good luck

$EOSE Just remember… we’re all gonna die one day, & none of this will matter. ❤️ Cheers

$EOSE All Eos has to do is not trip over their own feet… And they’ll be a preferred supplier for the United States of America for many years to come. #ThinkBigger

Having a tough mental health day. No one is superhuman 👍