Insight and Knowledge
Joined January 2022
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$EOSE Basically, if you're hoping @PoweredByEos was going to give you a Christmas present, they will only be digging a deeper hole for the remainder of 2026.
Keep an eye out for PM improvements as events unfold for a clearer picture of future potential. If there even is any.
𝓔𝔁𝓹𝓲𝓻𝓮𝓭 retweeted
How did $EOSE get there? Fraud. Full stop. Joe did an excellent job pumping bags, and doing another raise. Then he should have stepped down.
The entire Indensity project is when things started feeling off. The faux Davos trip is where Topher lost interest.
Half of the permabulls don’t even realize that CBS interview was paid for. 🤯
It didnt deserve back than to be so high as $19.86
As it doesnt deserve to be so beaten as it is now $eose
$EOSE The S-3 is just a small portion of the astronomical dilution underlying this co. All these proceeds have already been spent by @PoweredByEos
The wild part is they will be looking at even further stock sale in the future. This is just reflecting the past. When RS? #EOSE
$EOSE New S-3 shelf offering to sell up to 56.5M shares held by Cerberus and Hudson Bay. @PoweredByEos will receive no cash from the sales.
Some of these shares are related to anti-dilutive adjustments from older preferred stock and warrants.
sec.gov/Archives/edgar/data/…
$EOSE Pretty pathetic subscription to the rights offering. Looks like homeboy @JoeMastrangelo8 will be looking to dilute further stock soon. Maybe this cash raise will offset your asset-liability ratio just a bit more to please your books for Aug 5ths report.
When RS? #EOSE
Expect more stock to be issued soon enough....
sec.gov/Archives/edgar/data/… share.google/h8yqDdT0NAVzLlv…
Thank you $DELL
$DELL Q1’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $43.8B (Est. $34.81B) 🟢; +88% YoY
🔹 Adj. EPS: $4.86 (Est. $2.88) 🟢; +214% YoY
🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY
FY Guide:
🔹 Revenue: $165.0B-$169.0B (Est. $143.9B) 🟢; +47% YoY
🔹 Adj. EPS: $17.90 (Est. $13.16) 🟢; +74% YoY
🔹 AI-Optimized Servers Revenue: ~$60B; +144% YoY, up from ~$50B
Q2 Guide:
🔹 Revenue: $44.0B-$45.0B (Est. $35.4B) 🟢; +49% YoY at midpoint
🔹 Adj. EPS: $4.80 (Est. $3.01) 🟢; +107% YoY
Segment Performance:
🔹 ISG Revenue: $29.0B; +181% YoY
🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY
🔹 Traditional Servers & Networking Revenue: $8.5B; +92% YoY
🔹 Storage Revenue: $4.3B; +8% YoY
🔹 ISG Operating Income: $3.1B; +206% YoY
🔹 CSG Revenue: $14.6B; +17% YoY
🔹 Commercial Client Revenue: $13.0B; +18% YoY
🔹 Consumer Revenue: $1.6B; +9% YoY
🔹 CSG Operating Income: $1.2B; +79% YoY
Financials:
🔹 AI Orders: $24.4B
🔹 Operating Cash Flow: $4.1B; +46% YoY
🔹 Operating Income: $3.656B; +214% YoY
🔹 Non-GAAP Operating Income: $4.235B; +154% YoY
🔹 Net Income: $3.438B; +256% YoY
🔹 Adjusted FCF: $3.165B; +42% YoY
Capital Return:
🔹 Shareholder Returns: $2.1B through repurchases and dividends
Commentary:
🔸 “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage.”
🔸 “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue.”
🔸 “We’re increasing our AI server revenue expectations for FY27 to $60 billion, which only goes to show the AI opportunity shows no signs of slowing.”
🔸 “We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.”
𝓔𝔁𝓹𝓲𝓻𝓮𝓭 retweeted
$EOSE's 10-Q reveals huge revenue & customer issues that CEO Joe clearly doesn't want investors to know
51% of Revenue ($28.9m) came from the UK
Which customer is in the UK? Frontier Power UK (connected to Cerberus, Eos's PE owner)
But digging deeper gets dirty:
- Import-Export Databases reveal 0 shipments by Eos or any of it's subs to the UK...so 51% of Q1-26 Rev is from batteries that were NOT actually shipped to the UK
- Meanwhile - Eos's 10-Q shows an unexplained 180% spike in Unbilled Receivables (aka contract assets). The spike almost perfectly matches the amount of revenue booked from Frontier Power UK
It looks like $EOSE both did NOT ship batteries to Frontier Power + did NOT bill for them!
This is a bombshell on top of the fact that Eos's new major customer was revealed this morning to be "Frontier Power USA," an entity that was only registered last week and which was created by Cerberus & Eos
During the hottest AI boom and demand for batteries ever $FLNC reported backlog increasing +100% YoY
Meanwhile, $EOSE's backlog is -5% YoY & their only hope now seems to be selling batteries to themselves
GFLTA
$EOSE With all the talks about an increasing authrizable share count to allow further dilutive agreements to raise capital.
I can't help but think about last year when @JoeMastrangelo8 said #EOSE wouldn't need any additional funding.
He said this knowing dilution would ensue.
𝓔𝔁𝓹𝓲𝓻𝓮𝓭 retweeted
$EOSE wow, it gets better! Notorious $EOSE Twitter pumpster & (now former) $EOSE executive Shane McBee leaves the company in…
December!!!!!!
Bet Shane knew about the manufacturing crisis.
The paper trail of deception runs deep.
$EOSE oh, and it gets better. Put the pieces to the puzzle. Chairman of the board steps down on December 22nd. He knew the situation was unrecoverable. He also sold $11.5 million of his $EOSE stock in the high teens with one foot out the door! The paper trail of deception is unprecedented.
investors.eose.com/news-rele…
$EOSE There's not much you can do thanks to all the "Forward Looking Statements" about potential disrupts affecting results.
Heres another old complaint filed against Nathan and Joe. rosenlegal.com/wp-content/up…
Hey @JoeMastrangelo8, what do I do with this? nitter.gq/i/status/1909392904235…