EROC ERock Inc. - Ordinary Shares - Class A

$EROC down 50% in a month and absolutely NOTHING to do with the fundamentals of the company it was 100% algorithms dragging the markets down. $680 million in cash, ZERO DEBT, $1.7 Billion in backlog that I’m willing to bet is well north of $2 Billion now and a CEO & CFO telling you that the 3rd & 4th qtr will be 200% increase in revenue with a 2026 revenue coming in at $435-465 million and 2027 $1 Billion…. it doesn’t get any clearer than this! Buy now & thank me later! NTA 😉 $BE $POET $WULF

$EROC OK boys and girls here’s a little preview of what Q3 conference call is gonna look like… When this gets announced, he will see that this is the next $BE • Project Name: The Caprock Ranch Energy Facility (tracked under TCEQ Air Permit application #184626). • Location: Located on rural, unincorporated ranch land along an unnamed road in Midland County, Texas (squarely in the heart of the West Texas Permian Basin Permitting zone). • Size/Scale: Planned for a massive 1,543 Megawatts (1.54 Gigawatts) of "behind-the-meter" islanded bridge power, requiring the assembly and deployment of 3,428 modular natural gas engines. This is a monster contract with none other than $AMZN 😉 I hope y’all have an amazing weekend November 12 is right around the corner🥳

$EROC $BE i will strongly argue that we will look back and realize that the Democrats sweeping especially in Texas will be very very Bullish for these 2 companies. The Data centers and Electric grid companies will be lining up for their own bridge power to bring on quick energy to not strain or raise prices to residents…😉

$EROC - with 40% short float, the slighest positive PR will cause a massive short squeeze ... 2027 will be a defining year for EROC

$EROC lots of good news, grade A leadership, billions in contracts and so much more. Only the smart will do their DD and realize this $8 and change stock is possibly one of the best needles in the haystack for the long haul.

$EROC and $BE Eroc as well as Bloom are the best ai data center energy plays🤘😀 Let’s go, the sky is the limit! $GNRC $SEI $META

$EROC **$EROC — Interesting disconnect in the AI infrastructure selloff.** Anthropic reportedly just disclosed **45% quarter-over-quarter revenue growth**, yet AI infrastructure stocks are getting hammered. EROC has already announced a **470 MW equipment order tied to Anthropic**, contributing to its approximately **$1.7B contracted backlog**. Anthropic's growth reinforces the underlying demand for AI computing capacity—and that capacity requires reliable power. The bigger potential catalyst for $EROC? Follow-on installation, maintenance, and service agreements, which have not yet been confirmed. Today's price action is ugly, but the fundamental demand story hasn't necessarily changed. **AI growth requires power. EROC is positioned to supply it.** ⚡ $CRWV $NBIS $ANTHZZX.P

$EROC Anthropic IPO $ANTHZZX.P in November and guess who will be supplying power to their Texas ai data centers. Yup it will be stock ticker Eroc🤘super bullish $BE $GNRC $GEV

$EROC watching this one , they’re growing a lot and have powered generators at major grocery stores and Walmarts all over Texas

$EROC Added more at -14% to grow the bag. Sleeping giant on power infrastructure for not only data centers but so much more. Don’t take my word for it… do a 10 minute search and read and you’ll find all you need to know. Today’s “uncertainty/shorts” dip is a drop in the bucket compared to the steady LOCKED IN growth this company has. Meta and anthropic…………….

$EROC The drop is because EROC is in TX and Our new governor is "anti Data center". But she really isn't, and EROC is will grow far outside of the TX borders. This is a good add...and as long as fear persists i'll add more

$EROC freefall on basis of ..?? that datacentres will suddenly disappear, contracts get broken, money in the bank is the only thing left? 🙃😄 anyone selling because shorts bring it down will miss out big, I did my due diligence and see this is a solid infrastructure investment

$EROC This bad bwoy getting back up - highly shorted means 4-5 days to cover... $BE's little bro ready to pop off

$EROC and $BE 👈 positive healthy movement for these ai data center energy stocks. Let’s go Eroc🤘 $SPY $AAPL $PLTR

$EROC - by next year, I'm going to say "I can't believe I bought EROC in the $9's..." Just like "I can't believe I bought BE and Intel in the $20's" ... APLD, SMCI, ALGM, so many gbood stocks beaten down, don't be scared, just be smart and buy and hold and shut the fxxk up .... GLTA

$EROC $BE may add that as Bloom gets more popular and well known from AI every other sector will be buying as its better than the grid by a mile (homes, school, hospital, colleges) local microgrid application is HUGE!

$EROC 1.7 billion on contracted backlog that leads into 2028. Just secured Hyundai engines through 2028 which was the cause of 2025 revenue slowdown. BE may be overvalued but we are undervalued. Wait until they announce "Customer A" and additional revenue contracts for maint. on Anthropic deal !

$EROC ERock names former Google Cloud executive Jason Altobelli CRO - well one thing for sure is - Poaching Jason Altobelli directly from Google Cloud, where he served as the Global Head of Energy and Infrastructure Partnerships, is a massive strategic win for ERock's commercial pipeline

$EROC Jason Altobelli !!! Former Global Director of Energy for Google Cloud, now our Chief Revenue officer! No brainer to add big at these levels!

$EROC The price drop correlation with neoclouds seems strange. They are not even in the same business. Whether these neoclouds lease all the capacity they say the have demand for or not they still will need short term power. In the long term if they only lease 50% compute they still need power. If that fails, Erock can sell power back to the power company to sell to the community. That is an over simplification of the story here. Seems like they should be more disconnected from compute companies even if those companies are the major funding for current Erock demand. Am I missing something?