$EOS

Eaton Vance Enhanced Equity Income Fund II

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$EOS

Eaton Vance Enhanced Equity Income Fund II

Past 12mo:10mentions2voices

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All voices6 calls since Apr 2026show all

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About this stock

$EOS received 10 mentions over a 12-month period from May 2025 through May 2026, discussed by two distinct FinTwit voices. @almacap114204 (AlmaCap) led engagement with 6 mentions, while @wolfgangkasper (Wolf Capital) contributed 4 mentions. The ticker first appeared in the archive on March 20, 2026, with the most recent mention on May 29, 2026. Discussion centered on Eaton Vance Enhanced Equity Income Fund II's defense sector exposure, particularly regarding laser system development and recurring revenue models.

AI-generated from tracked posts · updated Jun 5, 2026

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Recent calls

6 calls

@almacap114204May 29, 2026 · 10:31 AM

$EOS looking good, some coverage from Optimus Delta below. With drone stocks picking back-up probably worth highlighting that I follow Optimus Delta for niche insight on defence stocks (he has a defence background). A must follow in my opinion - best twitter account I've found for defence.

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@almacap114204May 10, 2026 · 10:59 PM

$EOS, seeing some small accounts excited about EOS (the new laser development below is quite exciting tbh),so thought I'd answer key questions that I hadn't seen answered: What is the recurring revenue? Missiles are consumable but with lasers my customer doesn't need me? Unit economics are actually quite good: > https://t.co/CBPINtX2mO$80m ASP per 100kW system (NATO Aug 25, Korea Dec 25) > c.15-20 year useful life c.10-15% of acquisition cost / yr in sustainment - customers buy optics, pump diodes, etc (you're thinking about their supply chain already aren't you?) > That's US$8-12m recurring per fielded unit, per year Honestly not too bad IMO

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@almacap114204May 9, 2026 · 12:21 PM

$AVEX, $EOS, the Ukraine / Russia temporary ceasefire (we will see if it gets extended) may explain some of the weakness that we have seen in the market for defence stocks

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@almacap114204May 5, 2026 · 9:53 PM

@wolfgangkasper I do need to look at $EOS, it is on my ever growing list!

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@almacap114204Apr 16, 2026 · 5:57 AM

Probably the best account for $EOS coverage and niche defence picks.

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@almacap114204Apr 11, 2026 · 6:31 PM

$LASR vs $EOS? US DoD as a customer or the Australian DoD? The answer was pretty obvious to me.

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Who mentions $EOS most on Surfaced?

@almacap114204 (AlmaCap) mentions $EOS most — 6 mentions in the past 12 months.