EROC ERock Inc. - Ordinary Shares - Class A

$EROC if $BE is doing $4.5 billion in 2026 and is worth $55 Billion then EROC should worth $5.5 Billion doing $475 million for 2026.. Their growth is the same trajectory as BE was in 2025 when it was $17 a share, same large customer base like $MSFT $META $ANT a backlog of $1.7 Billion reported last qtr which should be bigger than $2 Billion now. Analysts project them to do $1-$1.4 billion in 2027! This is a no brainer 🤠

$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 - 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 They are out . . . Q3 2026 Financial Highlights GAAP EPS: $0.04 per basic and diluted share (beating consensus estimates of -$0.01 to -$0.02 and swinging from a loss in the prior year). Net Income: $8.9 million (with $1.76 million in net income attributable to ERock, Inc. common shareholders after noncontrolling interests). Revenue Growth: Increased nearly 4x quarter-over-quarter driven by accelerated generator production and field installation activity. Adjusted EBITDA: $12.6 million, turning solidly positive compared to the $(14.0) million Adjusted EBITDA loss recorded in Q2 2026.

$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!