Hardly any posts here anymore. I suppose there’s nothing like a collapse to $1.82 to find out who the die hard true believers are. I recall some pumper talking about a victory trip to Italy. Did anyone go?
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For those doing due dilly on Eos, I suggest you look into Axion Power International. Another small alt battery company based in PA, tho they were development-stage. An enthusiastic investor community arose, with much discussion and crowd-sourced due dilly, eerily similar to Eros’ investor community arose. Even had folks posting parts import amounts, like here, as well as parking lot vehicle counting, and so on.
Unfortunately, ended badly, as despite big crowd-sourced due dilly efforts, they could never answer the most important question—what are prospective customers saying about the product, especially those that said no. Hopefully Eos bucks the century-long history of battery startup failures, but the truly hardest questions need answering.
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For beginner investors, a fantastic lesson: Warren Buffett prioritizes integrity above all else in management, famously stating, "We look for three things when we hire people. We look for intelligence, we look for initiative or energy, and we look for integrity. And if they don't have the latter, the first two will kill you".
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Plenty of bad analysts on EOSE. One worth listening to is AJ, who long ago pointed out the company’s crazy low pipeline conversion rate, saying it, as well as some other important factors, suggests the stock price was way overvalued. What’s the conversion rate now, relative to the stock price?
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The big customers are making their choices. Look at the size of this new Bess tech installation:
pv-magazine.com/2026/02/25/g…
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Good to know what the competition is doing.
Good morning with good news: Battery costs plunged 27% in 2025, a bigger fall than the 11% forecasted 2025 decline!
Global battery deployment jumps 33% in 2026 to 122.5 GW!
Battery costs fall 25%; solar costs 30%; land wind 23%/offshore 20% by 2035!
bloomberg.com/news/articles/…
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@670TheScore The game ball should go to the non-stick coating company that was evidently used, for them to put it in their Hall of Fame product museum. 🤣
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Perhaps this is the correction in tech overall and even more so, AI-related names. The AI energy names are getting especially rocked, after a fantastic run. I’ve been increasingly on the sidelines recently, so of course much cheaper prices sounds good! We’ll see…
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@amitisinvesting My other thought: Optimus will be the only way Musk will be able to reach his comp package goals. Expect him to see that obvious conclusion, then accelerate away from everything else at Tesla regarding how he spends his time. How to play that?
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@amitisinvesting Interesting path question: AI may soon out compete all human investors, eliminating the achievement of alpha. What are individual investors like me and you to do? Squeeze harder during this last opportunity window? Surrender, rolling all $ into whatever vehicle will represent the mkt? Other?
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The bad: Unfortunately, despite a ton of crowd-sourced due dilly on EOSE, no one has a good idea about future orders. Also, li-ion is obviously the 1M pound gorilla in the space: reliable, cheap and getting cheaper, available at scale.
The good: this is why I’m in the name: similar to energy generation I believe, in that the demand is so huge that many types of gen are needed, demand for batteries will be so huge that many types of batteries will be needed, including Eos’ zinc-bromine. Eos doesn’t need a better battery, they just need an available-at-scale reasonable one, I’m thinking and betting.
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Sure seems like the Chinese will eventually dominate overall, with perhaps Tesla having some of the high-quality segment. The Chinese MO is just too powerful—steal and copy, protect, then heavily subsidize overproduction, driving everyone else out. Given how they have targeted robotics and AI, 1/2 the world’s AI scientists, gigantic supply channels for mass production, know how to mass produce efficiently, and have the hardworking scrappy workforce for it, how in the world are the scrappy little Western guys gonna compete against that onslaught?
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@bitcoinarchive I have an idea for funding a national crypto stockpile/reserve from other than taxes: since Trump doesn’t consider tariffs as taxes, use some of the tariff revenue to fund it.
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