JordanSolace @JordanSolace

I just want to be successful thats all..

@xEBITDA @trevcare What a shame.

The Jets of basketball no longer. Kings of the castle 👑 Congrats #knick fans All those years.. painful years. Finally worth it 👏 New York x Empire State of Mind -Extended Version youtu.be/i6HP81dJoHk?is… via @YouTube

@AlPutino Shiiet .. beautiful diamond Congrats brother

@Browpeak Frustrated longs? Longs are just building character 😂 Cmon man. They call him Joey building character batts

@srvc76 It was meant to be a directional comment about where money will flow Just a guys guy over here tryna scrape by I’ll say lambos next time. Although for many it’ll be cufflinks. There ya go

Not only this… but just think about all the spacex money that will flow into the economy… bars, restaurants, travel, materials etc Shit will be next level

🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬 @EU_Debt_Clock

3 days ago

$eose Just sitting back and patiently waiting for the money to slowly and gradually flow back ( from $spcx ) to the stocks with true revenue potential and large near-term inflection. $clmt $bess $flnc x.com/EU_Debt_Clock/…

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@srvc76 @FreemyerGreg @MarketNewsLLC @OBGInvestments The RR is crazy here… just need A proof point

@FreemyerGreg @srvc76 @MarketNewsLLC @OBGInvestments Good point on the double counting… we have no idea if the 2gwh via FPUSA is incremental to current backlog or part of existing Add that to the list of questions.. Would be great if the sell side questions weren’t garbage. I know that’s asking a lot though

$SPCX Ideally wanna see this thing close up 15-35%.. anywhere below that. Do not want to see spcx up north of 60/70% on day one. The latter is likely what will see though. Who the hell knows

Even then.. 2gwh is roughly $500m assuming $250 sales price Plus the Eos standard $670m in back the last 3 years gets us to 1.1b for Q2 How about a blue chip name.. or a customer name attached to an order? That would be quite nice. 3rd party validation is what the mkt needs to see. Cmon joey.. time to deliver Your boy would hop on the sales team or IR if you need

@srvc76 @MarketNewsLLC @OBGInvestments Does the capacity reservation count? Bc adding 2gigs in “reservation” gets Joey batts above that threshold

open.spotify.com/track/37jTPJgw…

@xEBITDA Life is a scoreboard. Idk when the panda shorted.. based on sentiment he probably feels vindicated right now.

$EOSE $CSIQ AI bottleneck is still electricity.. but the invoice shock could be real… Tokenomics 🧵 $NVDA Blackwell vs hopper… 65x more tokens/sec per GPU, 50x more tokens per MW, and the cost per million is 35x cheaper Intelligence is collapsing in price. Cheaper tokens do not reduce power demand but they actually recruit more… At $4per M tokens the AI consultant is used more sparingly but at .12/M its tap water. Agents will be looping, reasoning models burning 50k thinking per query, and AI running on everything. Jevons paradox in real time. But Efficiency will save the grid! Not necessarily. First: the FLEET lags the frontier. Rubin specs do not matter when data centers are full of hoppers and a100s running for another 4-6yrs. Fleet avg will improve much slower than the spec sheet. Two: The systems around chips are getting hungrier. Rack power has gone from 15kW to 135kW to 600kW planned for rubin. 40x in a decade. And the Datacenter PUE has been flat since 2015. The efficiency was harvested years ago. 🔑 🔑 That’s why IEA, Goldman, BNEF all still see data center demand doubling even though the chips have gotten WAY more efficient. … even tripling in demand going out to 2030s Now the supply side… transformer lead times are abut 3yrs and getting longer, the US interconnect queue is 2x the size of the grid right now.. and average wait times could be north of 5yrs There is a massive gap between what Data centers need and what actually gets built by 2028… lets call it a ~20GW gap Meanwhile China sees this and invest in their transformers and has 40% of the grid being under 10yrs old when the US has half the lines >20yrs old The US is doing an AI build out on an Reagan era grid.. Nvda also sees this.. they are basically redesigning the data centers around the transformer shortage replacing the multi stage AC distribution with a VDC backbone and batteries The demand? Anthropic data shows AI usage concentrated in coding, engineering, law, etc.. while food service, construction, agricultural and many other sectors lag. Theoretical capability > observed usage is almost everywhere. Huge backlog. And we dont even have robots yet … 🔑 Now the tokenomics note… from citadel Companies seem to be shocked by the bill they are paying for tokens. Msft cancelled Claude code subs and amzn pulled its token leaderboard The deploy AI without looking at the bill era may be ending . Citadel’s chart- LLM spend per token doubled Dec25 to Jun26 as everyone rushed to expensive reasoning models… then rolled over hard. Growth swung from +400% annualized to negative in weeks But the ambiguity is that index is measured in dollars not tokens… A falling index = demand saturating… OR usage exploding while everyone substitutes to cheaper models that got good enough. Less flying vs cheaper flying. The chart alone can’t tell you which. The volume data leans one way: OpenRouter throughput grew ~4x YoY to 20T+ tokens/WEEK by April 2026- during the exact period spending wobbled. Agentic coding tasks average 1-3.5M tokens each. That’s substitution- not saturation. The variable to watch isn’t volume or efficiency alone but it’s the ratio Power demand = tokens / fleet efficiency As long as volume grows faster than fleet efficiency improves demand will keep climbing no matter how the headlines frame it So you can think about it two ways.. 1- own the power bottleneck 2- expect a fork in the road bc frontier demand will be price elastic and many will just shift to cheaper models bc they are sensitive to price Both can be right… frontier spend can slow while the tokens and megawatts compound The thesis only breaks if the models plateau or the backlog runs dry in terms of AI use cases But with agents barely deployed and robots not even here yet… I don’t think we are close Watching token volume closely and hyperscaler token disclosures

Lucas Sacerdote🔋 @LucasSacerdote_

5 days ago

Citadel dropping a "Tokenomics" piece with lots of common sense in it: "Adoption is therefore becoming less about what frontier models can do in principle and more about the price and scarcity of the inputs required to make AI operational at scale. Compute, power, cooling,

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On June 4th I posted “Coming into today, I was concerned over the increasing near-term bubble like behavior in the which the SOXX was up a staggering 95% from the market closing lows on March 30th through yesterday June 3rd which drove a 19% rally in the S&P.” There were numerous signs of near-term froth and I believed they would need to be worked off. However, coming into today, the morning of June 11th, the S&P is now down 4.5% from its recent closing high while the SOXX is down 12.3%. While the SpaceX IPO tomorrow in which a staggering ~$75B will be raised in the largest IPO in history may cause some of their large cap peers to be sold, I think that should be the final negative catalyst in the near-term. I also wrote on June 4th, “I remain bullish over the long-term given 1) S&P earnings are expected to increase 25% this year driven by the advent of Agentic AI, 2) I believe oil prices will come down, and 3) new Fed Chairman Warsh is likely to push back against calls to raise rates.” $ORCL results last night once again pointed out how the spending on AI continues driven by the token generation required by Agentic. Capex was guided to $90-95B including pre-payments for FY27 from $56B in FY26. While not good for Oracle cash flows or their hyperscale competitors which are locked in a capex war, it is great for the beneficiaries of that spend in semiconductors. I believe starting to add back positions in this sector once again makes sense and that the sell-off in the overall market is near an end. I believe this is the pause that refreshes.

@xEBITDA @FuzzyPandaPA Don’t speak too soon Mr. Druckenmiller With this mgmt team the negative equity prices you could see may swallow up any realized gains you banked over the course of this investment.

@srvc76 @poptart_kittens @GrassmanWilliam Gotta admit… they really are good at fucking with retail on x 😂

@bert_gilfoyle @dmottco Thanks for the heads up Bert… I’ll see if I can swing it. But when valuations are where they are at rn.. I gotta work 3x as hard in my seat bc the portfolio is struggling 😂

@DeLuks07 @EU_Debt_Clock I wasn’t. They aren’t. But 4 lines in 28 makes the math math directionally speaking 😂

$EOSE Acknowledging the choppiness.. the challenging PA lately.. Spacex IPO supply, other equity raises, potential momo rotation, macro headwinds (Iran/rates) I’m reducing names and adding cash & to high conviction positions… Eos is one of them The core bet: Eos books an anchor order by Q3 call. Exit Q2 on a $300m run rate w zero production from L2 & continue making margin progress With a 4gwh nameplate I don’t see how they keep a backlog under $1B Apply whatever multiple you want to sales, margins (if they exist or not), EBITDA (negative/0/+) … the delta between what I think happens, the sell side, and broad mkt sentiment is drifting very wide again Anchoring too: Form 4s above mkt price Felt increases - directional indicator of factory utilization (it’s not zero) AG insurance New CFO The multiples assigns to comps Cerbs equity contribution to FPusa Cerb lockup to year end 🔑 Don’t see Cerb exiting before year 3 with 3 seats on BoD and more entanglement post FPusa. Continued lockup tells you where the conviction is… Am I spooked by 800M shares. No. 800 authorized doesn’t equal 600 FD which doesn’t equal the current outstanding float ~330m Until the day when the current float equals the FD count the mkt may give you the chance to exit at valuations that make no sense based on the FD count. Especially in this mkt environment we live in today. The delta between current outstanding shares & FD might exist for a long time anyway. The mkt is nowhere near pricing eos for what it can become… at $1B in revs with $45kwh ptc/itc $200 ASP $150 COGS $200M in opex 30x EBITDA multiple your north of $15 Fully diluted On 4 lines $2B same math. Same credit. Same opex growth rate you are north of $30 It is as binary yesterday. Still binary today. Takes one PR to change narrative.