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EOSE · Eos Energy Enterprises $3.89 -0.09 (-2.29%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JAN-04 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$11.69

In short: #10, +107.2% — zinc-based batteries for long-duration grid storage. Two drivers given: demand from "power grids and data centers", and financing — "the company also raised large amounts of new funding. This allows them to have enough cash to expand production and keep operating smoothly." A capital-raise noted as a positive is the tell that this is a pre-profit business, and the opposite of the low-capital-intensity screen the house framework applies.

SOD $11.69 (open 2026-JAN-02)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.