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Pinned Tweet
$eose has been the most expensive method of acquiring lifelong friends!
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@JamesClayton5
Listen to this interview and ask yourself “why don’t people trust the press?”
Blatantly clear!
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I’m sure glad California politicians took care of that Tesla FSD naming problem. Good to see politicians addressing important issues.
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@elonmusk
@monitoringbias
“No one should be judged by the color of their skin” is something every elite nominally agrees with.
Then they immediately begin dividing people into groups by skin color.
Actions speak louder than words.
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So frustrating to see
@elonmusk
get political again. I agree with many of his viewpoints, but this is not the appropriate role for the CEO of a large public company or the owner of a social media platform.
Sustainable energy and position agnostic free speech are enough.
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@TRHLofficial
Control for poverty and re-run.
Single parent highly correlated with poverty
Poverty highly correlated with crime
Likely a false attribution due to uni-variate analysis.
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I picked up my Model Y performance with FSD this week. I am driving it back from Miami to Dallas… or should I say, it is driving me. Incredible.
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Bought a cheap car for my son today. $11k.
Insurance agent: “That will be $1428/ six months.”
Me: “My 2022 model Y performance costs $1,100/six months! How can this shit box cost more?”
Insurance agent: “Tesla’s don’t have many accidents.”
Me: “🥳 Damn! (sigh) 🥹”
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Dear Tesla shareholders,
I understand that you may be feeling a bit concerned about the current stock price of $150. However, I want to assure you that the future is still bright for our company.
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@engineers_feed
We are never alone, due to social media. I wonder what the effects of this are.
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@TheBabylonBee
Listen here, bucko, I don't play biblical hopscotch, dodging the literal meaning like a slippery lobster. I'm not missing the forest for the trees—I'm just discovering a whole damn forest of deep metaphysical meaning from a psychological perspective.
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Bunch of controversy about the plug pull. You can see the cord is fastened on the left side of the screen. As the thumb comes in contact, it presses up on the cable creating tension on the cable against the anchor pt. Not fake. Physics.
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I’m expecting $tsla to test $150 before it test $250. Be careful out there. Position sizing matters.
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When Tesla’s largest investor quotes Gordon Johnson, we know the board must be entirely missing in action! This is the time to act!
1.) Stock buyback
2.) PR team
3.) Succession plan
Make $tsla attractive to institutional investors and stabilize the market cap.
Tesla board is missing in action (MIA)!
The market is NOT normal
That is why it is imperative the board is doing the buyback now
Now means now
Not hypothetical, NEW retail investors bought high and forced to sell low, not those who bought Tesla @$4 or less and sold them @$400
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Since
@elonmusk
bought twitter, over 50M cyber truck cancellations have been received by $tsla.
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@AdamSinger
There are a lot of Millennials out there taking charge of their futures and winning.
We just don’t hear from them because they’re busy doing the work.
The ones we hear from are the lazy ones whining that life’s not fair.
Guess what? It never has been, and never will be.
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Be careful with $tsla fsd and always stay attentive. It tried to hit a barrel tonight after driving 15 miles perfectly. I tried to let it correct itself and only took over at the last minute.
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“Tesla going over a cliff but everyone is ok” is the most ironic analogy of 2023 so far.
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@WealthInc247
Take the high road.
Sometimes that means directly addressing it.
Sometimes that means walking away.
Sometimes it means showing kindness.
Depends on the situation. But always take the high road.
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🚨🚨 $EOSE Analysis 🚨🚨NFA/DYOR
SUMMARY
Based on Management Guidance $EOSE will be around an $80M revenue Run Rate at the end of Q4, 2023 with the Semi Automated Line plus $14M in Tax Credits.
TL/DR:
Lets walk through the math:
The semi automated line - based on stated capacity
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Made a few updates to the original document and saved it as a google doc so everyone can access if desired.
$EOSE Energy Whitepaper
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@Cobratate
Smart men avoid physical altercations as much as possible. Most altercations are ego driven and accomplishing nothing.
Self defense or protection of another are exceptions but can often also be avoided with anticipation, good judgment and situational awareness.
Professional
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$eose, I had some communication today with the company and they asked that we not tag Jigar Shaw and Jennifer Granholm in our posts. Let's respect this request.
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@SternVukotic
@TRHLofficial
Takes a lot of work to find real insight in data. I’m not suggesting I have the answer… just that the OP’s post is a vast oversimplification of a complex topic.
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@TeslaAndDoge
@interesting_aIl
It wouldn’t surprise me if it’s real… a lot of stone is extremely brittle. I’m guessing that it just has to do with knowing the right materials….
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At this point it is hard to imageine $TSLA isn't under its fundamenal value. It is trading at the forward multiple of the S&P 500.
6 months ago, multiple years of future growth and earnings were baked into the stock price. Today the price is based on 2023 perf/low growth.Long🧵
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I have the HS graduation of my second son today!
To totally brag on him, he is graduating with a 4.0, having completed high school in three years.
I couldn’t be more proud.
If you have young kids, trust me the time goes incredibly, incredibly fast. You always think you will
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@ElGrecoSF
@elonmusk
And so Peter Kacandes (229 followers) had his 15 mins of fame that day. 🤣🤣🤣🤣
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@thebesestore
Any weapon you carry, you should train with and know how to use.
You were likely not familiar with violence, but your attacker likely is.
having a weapon doesn’t make you safe. Knowing how do use it can.
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@TimboNotes
@FightHaven
Everyone should take the concealed carry training if they own a gun. Much to know about the law.
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The last and only thing I am going to say about this:
@sortalegendary1
was always an extremely kind person to me. We had many good discussions.
Many times he talked about the importance of truthfulness and one of his go-to lines was “if I am lying, delete me out of your life”
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At the end of this year roughly 40% of all the Tesla’s ever made will be 2022 models. 🤯
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“I’m not selling any stock for 18-24 months. I needed to sell some to make sure there was dry powder for a worst case scenario. You have my commitment that I won’t sell any stock till at least two years from now. I won’t sell stock next year under any circumstances.” -
@elonmusk
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$envx this is the all time best quarterly meeting that I have ever seen. As a manufacturing guy, I am in heaven.
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#3
Tesla is the most consequential company I know of for the future. That’s not stock price prediction. And it isn’t hyperbole. If you disagree, justify your logic by naming another company and what they will do in the next 10 years.
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$Eose Inflation Reduction Act reminder:
Incentives:
· $35/KWh Battery manufacturing credit
· $10/KWh for Battery Module
$EOSE 1 Production line capacity: 1.3 GWh = 1,300,000
1,300,000KWh x $45 = $58,500,000 annualized.
1,300,000 x $250 avg price per KWh = $325,000,000 revenue
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@eriz35
@TroyTeslike
Why the contempt for people working hard to be successful? We used to admire this…
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Not Financial Advice, Do your own research
$EOSE Here is my take on the $EOSE Response.
I am going to take this from top to bottom of the release but organize parts in order of priority:
Financial results preview statements:
Cash: 23.2M as of June 30. Positive.
There will
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$eose:
Here is what MATTERS imo:
- "timeline... remains unchanged"
- 2024: 60-90M in revenue forecasted
- Commercial production in Q2 (Not Q3!!)
- On Schedule for SAT during Q2
- Continued reduction on Semi automated line from 4min to 3min.
- Scrap rates currently below 3% vs 5%
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@Zerosumgame33
Remember this, boys and girls:
Anybody CONSISTENTLY good at investing doesn’t need your money from a subscription.
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$EOSE received their first IRA Production Tax Credit in the amount of $798,000 during Quarter 1. Just the tip of the iceburg for what is to come. This should start getting priced in!! BULLISH AF
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Good morning. Pre-loan, I was pretty concerned about $eose due to some unforeseen no-loan scenario. Now the loan is a virtual certainty (subject to conditions precident) and I am very relaxed.
Massive TAM ✅
Great Tech Moat ✅
Enthusiastic customers ✅
Capital runway to scale
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I am in the process of resetting my price targets higher for common based on 8gwh. That was not in my model in this model in this timing. Dont give away your shares tomorrow. Will post something later! $eose
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NFA/DYOR
$EOSE Until this morning, I was holding hundreds of thousands of shares.
This morning I tweeted about the vague uncomfortable feeling that the presentation yesterday gave me. I felt something strange in Joe's communication. I was feeling uneasy.. though I had no
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$EOSE - Bought several thousand shares at $1.76 and $1.77 today. Pray for me.
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$eose Market makers will try to dampen enthusiasm by holding the price down in the pre-market.... they can't keep it down in the open market. They are spending their inventory and puts them in a worse position when the market opens.
NFA/DYOR
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I’ve blocked like five people today on $eose. I’m just out of patience.
I’m happy to talk about other perspectives, but I have no interest in pointless bickering and people who do zero work.
Dyofr: Do your own fucking research .
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Gotta say:
@Zerosumgame33
opened ny eyes too what real research looks like and kind of embarrassed me for what a lazy mf’r I’ve been. $tsla, $eose
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$eose
I have to say that I think Joe has done a REALLY masterful job in picking what he responds to and how he responds on X.
I would also like to say to our community, that I think we should not be nagging Joe to respond to individual questions from us.
We are at a stage
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🚨 $eose Breaking: I have figured out when the loan will be announced.
I have a plane flight on Friday that lands at 9:20 AM eastern . I predict that I will not have Wi-Fi, my plan will be late, and I will walk off the plane in Miami to utter fucking chaos!
It is written .
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#1
after three attempts below $100, it is safe to say we have a local bottom. This does not mean that we cant see lower prices, but it will take new negative news that is very significant.
#2
@TroyTeslike
is the best subscriber follow available. I was a fool not to subscribe.
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$eose
My faith is unshaken in:
1.) Tremendous demand fueled by a secular clean energy change and a absolutely ludacris amount of funding being pored on the battery storage space through the IRA.
2.) The ability of $EOSE to get non-dilutive bridge funding to arrive at the loan
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$eose: After putting together all the inputs over the past 48 hours, I have revised my opinion and think it is likely the ATM was not used or used minimally on Friday.
Apologies for getting this (probably) wrong. I always share honestly what I am thinking at the moment and
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$eose NFA / DYOR
Thoughts from a lunch convo:
1.) Do I believe the loan is coming: ✅
2.) Do I believe the stock is worth more than $3.50/sh with the loan? ✅
If these two things remain true, then I should not be able to get hurt in this name over a 12 month period…
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When $eose hits $15/sh I am going to do a round-the-world trip and meet all you jokers for dinner and beers! 😂❤️
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What did I say?? Hmm ... I can't remember...
$eose
@JoeMastrangelo8
and
@KroekerNathan
put their credibility on the line with Labor Day.
No one forced them to pick a date with such clarity and precision. There were plenty of legitimate alternatives for wording.
I believe they know it will happen this week.
NFA /
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I will vote against
@GerberKawasaki
for bod. Ross is a great guy, but he is a politician. Not my representative.
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OK, guys. I'm back. I was out of sorts because of something that happened unrelated to X or $eose. Hand some good conversations this morning with guys I love and respect and got my head right.
I'm back in the game.
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$eose NFA/DYOR. Feel free to laugh at me later. This is for the 5 days subsequent to the loan. Forecasts are always wrong.
This is my current thinking:
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Never thought I would have over 3500 followers. Much love to everyone. ❤️
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In case you get worried about the buy to neutral downgrade on $eose today, I submit this for your review.
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$eose - Just want to say that someone who has not gotten enough recognition and appreciation from our group is Melissa Berube - GC at
@PoweredByEos
. The amount of work she had to do to make this conditional commitment happen had to be incredible.
Congratulations and much love,
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I sold all my $eose shares and bought multi tenant housing in the Gaza strip.
Sleeping much better now.
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$EOSE Long Thread:
*** Not Financial Advice / Do Your Own Research ***
4 Reasons I see today as Bullish for EOS
(The last one is the best IMO)
1.) Over the last weeks we have experience dilution through the Yorkville SEPA issuance. This money was earmarked for daily operating
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$envx Catalysts
1.) Closure of YBS deal (weeks away, not months.
2.) New customer announcements - with funding of dedicated capacity(?)
3.) New analyst coverage- As a result of the road show. New Price Targets.
4.) Q1 production BEAT.
5.) Q4 investor day demonstrating
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$envx A 23yr Manufacturing Exec Take:
The strategic realignment toward a few key customers has greatly increased my confidence and here's why: .
1.) Fewer customers de-risks the production ramp exponentially. Every product has its own product requirement, quality requirements,
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$eose:
Talked to the DOE LPO Title 17 lawyer today.
There is no restriction on conditional commitments being issued while comments are reviewed.
Ifr is effective.
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The $ENVX conference call increased my confidence: 1.) Raj and Ajay are setting an under-commit/over deliver tone. I expect a beat on 18k in Q2 - similar to Q1 beat at 12.5k vs targeted 9k.
2.) They are resetting the culture from a R&D to a Manufacturing execution/accountability
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I have never, in my investing career, had two companies that I was more bullish on. $eose, $envx.
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$EOSE I moved the 17M for Russel into the total, Added up all the ITM options outstanding and got an UP TO THE MIN Short interest number: 31M Shares!!!
DOE Loan is going to make this stock go PARABOLIC, IMHO. Shorts need to buy up every available share to cover.
Of course
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I went to my bank (PNC) and ask for $18,000 cash from my checking. They couldn’t give it to me. Max $5k per customer.
The banking system is such a fucking Ponzi scheme .
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$eose
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@PoweredByEos
This account has 4 original tweets and 4 re-tweets so far this year! 🤦🏻♂️ You are missing a huge opportunity… let me explain!
(Btw, the last one is probably the most important)
There is so much going on with $eose and you have a large and very active retail
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$eose it was frustrating to see the stock price deteriorate today on no fundamental news.
My personal conclusion is that nothing fundamental has changed in 2024 other than for us to get closer to the goal line.
A few observations:
1.) the video today clearly demonstrates that
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$EOSE I feel the most relaxed that I have since Feb. I sold my Sep 3.5C this morning on the weakness and am holding my Jan $10c. Sold some puts for next week since I want 10-20k more shares and the puts will give me the shares at a discount if I am assigned.
Bottom Line, I
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