$Eos Energy Enterprises Inc.(EOSE)$ This deal doesn't really compare to the others. It's the first of its kind, tied to a critical part of the future economy, and the counterparty is a hyperscaler as a direct partner and client. It also looks easy to scale. This deal and the Hugging Face deal with $NVIDIA(NVDA)$ seem to have lifted some AI stocks, the ones that are looking like the winners. There will be losers and winners in AI. Once a hyperscaler selects you, you're part of the winning group. $Alphabet(GOOG)$
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