@bert_gilfoyle bert_gilfoyle
Anonymous high-conviction grid-storage obsessive doing deep bottom-up energy-battery analysis
Posts deep, primary-source-driven fundamental and operationa
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, -1.94% mean alpha, trader score -1.68. Their last-14d mentions, direction-adjusted, have moved -8.6% since posting (mean over 30 mentions with price data).
bert_gilfoyle is overwhelmingly focused on EOSE, calling out backlog conversion, LDES policy support, Bridgelink contract credibility, and a Jan 2027 options setup. The distinctive read is that public frameworks, regulatory support, and production pace imply more EOSE demand and revenue than the market prices, while execution and management opacity remain the key bear case. Late in the window, the tone turned more critical on EOSE management and IR after several bullish backlog and technical posts.
Conviction was heavily concentrated in EOSE, with repeated bullish evidence around backlog conversion, LDES policy support, production pace, and a Jan 2027 call setup. The late-week tone flipped more cautious after the author criticized management and investor relations as opaque, but there were no explicit adds, trims, exits, or position disclosures. Pump-risk is high because nearly the entire signal set is one ticker.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | IREN | @bert_gilfoyle | -0.45 | Author remains in IREN but criticizes strategy, ATM, ads, and compensation. | -10.4% | tweet ↗ |
| 2026-07-01 | EOSE | @bert_gilfoyle | +0.15 | 8-K says Hudson Gay received shares and warrants immediately exercisable. | -5.8% | tweet ↗ |
| 2026-07-01 | EOSE | @bert_gilfoyle | -0.65 | Criticizes Eos execution, delays, capital raises, and lack of delivery. | -5.8% | tweet ↗ |
| 2026-07-01 | EOSE | @bert_gilfoyle | -0.25 | Author discloses owning shares and says they have been borrowed, implying short pressure. | -5.8% | tweet ↗ |
| 2026-07-01 | EOSE | @bert_gilfoyle | +0.05 | States EOSE rights offering will be transferable under EOSER. | -5.8% | tweet ↗ |
| 2026-07-01 | EOSER | @bert_gilfoyle | +0.00 | States EOSE rights offering will be transferable under EOSER. | · | tweet ↗ |
| 2026-06-30 | EOSE | @bert_gilfoyle | +0.25 | Prospectus/JV details with Hudson Bay, equity contributions, pipeline and leverage figures. | -11.1% | tweet ↗ |
| 2026-06-30 | EOSE | @bert_gilfoyle | +0.00 | Discusses missing transferability info from rights offering documents. | -11.1% | tweet ↗ |
| 2026-06-30 | EOSE | @bert_gilfoyle | +0.35 | Argues Z3 passive leakage failure mode is not credible, supporting product quality. | -11.1% | tweet ↗ |
| 2026-06-29 | EOSE | @bert_gilfoyle | +0.25 | States Z3 is being tested by US military and a national lab. | -14.1% | tweet ↗ |
| 2026-06-29 | EOSE | @bert_gilfoyle | +0.20 | Mentions investors reacting to stock price regaining the $6 handle. | -14.1% | tweet ↗ |
| 2026-06-29 | EOSE | @bert_gilfoyle | +0.35 | Buy options at the low and hope the rights offering is cancelled or postponed. — Suggests options strategy after criticizing botched rights offering. | -14.1% | tweet ↗ |
| 2026-06-28 | EOSE | @bert_gilfoyle | -0.25 | Contrasts new CFO excitement with later event, implying skepticism. | -11.8% | tweet ↗ |
| 2026-06-27 | EOSE | @bert_gilfoyle | +0.20 | Shares Eos Energy outlining LDES strategy at J.P. Morgan conference. | -11.8% | tweet ↗ |
| 2026-06-26 | EOSE | @bert_gilfoyle | +0.45 | Reports Frontier wins 520 MWh Wales system and is advancing 2.8 GWh Scotland projects using Eos batteries. | -11.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.