What happens when the world realizes that $ENVX architecture is the only solution to address rechargeable battery shortcomings? Sony still makes a killing from royalties for lithium batteries that they developed in 91. $ENVX $1,000 would be cheap.
It's amusing me how sentiment change so quickly as $ENVX rises & falls. Diamond hands all of a sudden become paper. This is why 10 baggers are so hard to hold on to. Stomach is the most important part of successful investing, not the brain.
$ENVX Is it normal for battery customers to pay for retooling, just to receive samples to guarantee their supply? or is this an indication of the quality of $ENVX batteries that the world desperately needs?
Either way, 🚀🚀🚀
$ENVX During today's William Blaire conference presentation, Raj told the audience that he received a video of batteries coming off the production line from Ajay. That is the Agility line SAT process. Expect the announcement of the SAT completion of the Agility line soon.
$ENVX Contrarian investing is the hardest thing to do. It tests your thesis, conviction, and emotions, screaming at you to stop the pain. This is where the biggest opportunities exist to make outsized gains. $ENVX has the biggest potential I've seen in 35 yrs. Stay ✊ & long!
$ENVX partnering with Elentec should read as: "We are now in the battery design phase of our relationship with Samsung, Apple, and Dell."
Not sexy but meaningful. This is how to develop long term relationships with giants of the industry.
$ENVX. So it begins...
Fundamental news & developments. Not rumors nor speculations.
The table is turning. The death march of the shorts & naysayers has been a long time coming, but well worth the wait.
$ENVX Dilemma for Samsung & Apple.
These giants usually need proof before giving small players like ENVX a chance, but these guys desperately need better batteries that will separate themselves from each other. They don't have the luxury to wait.
$ENVX. Agility line is being tested. SAT confirmation will be out. 6-8 top cellphone makers will receive samples. whoever orders first will get filled since capacity is small, so I suspect quicker testing period. Other 2 not testing? someone will get fired. Huge upside!
$ENVX is playing 100x game. That perspective demands you spend ALL your resources on building the strongest foundation possible. You don’t have time, nor should you spend any resources dealing with a tweet that moved the stock 15%. That’s just noise.
$ENVX This is absolutely huge.
The best "AI play" will be energy. Portable energy via rechargeable batteries has become the "chock point" or bottleneck. $ENVX solves this and once the mainstream learns about $ENVX, Stk will trade like TSLA & NVDA. @ a huge premium.
A few days ago, I floated a question.
"What happens when the world realizes that $ENVX architecture is the only answer to address all the shortcomings of current rechargeable batteries?
$ENVX Machines and algos are causing stop-loss orders. Completely divorced from fundamentals. Flush time, which must happen for stock to bottom. Insider buying should come shortly. Good times continue.
$ENVX My thoughts. The first customer announcements will likely come earlier than "normal." The 9-12mo of "testing" started months ago behind the scenes with at least two Chinese OEMs that have been working closely with ENVX.
I believe this article in Forbes magazine boosted $ENVX. The more eyeballs, the higher the stock price will go as the mainstream discovers what we already know.
@AlderLaneEggs
My 2 cts on $ENVX announcement of FAT completion on Gen-2 Agility line.
This is a BIG eff'n deal. Samples will come from this line.
More milestones to go, but we are near the top of the mountain, where it will all be downhill soon.
This news sets a floor for the stock. 🚀
I did another $ENVX HQ drive-by yesterday. The parking lot was packed. Sunday & Monday were quiet but, back to work as the 2024 (Breakout year) gets on the way, with CES coming week. 🚀🚀🚀
@joceyreyes209
TDK's announcement is a "Nothing Burger." It was developed in a lab setting, which means it is YEARS away from meaningful production—that is, if it can get there.
Solid State has been a great concept for over 20 years & counting.
$ENVX could become industry's architecture. 🚀
BREAKING - Enovix was just named by Business Intelligence Group as a winner for their 2024 BIG Innovation Awards!!
@BigAwards
Congrats to
@EnovixBatteries
and
@rajtalluri
!!
$ENVX
$ENVX is mentioned as one of the global leaders that are developing Silicon-Anode batteries. Other giants may be working on it but without solving the swelling & temperature issues that $ENVX has, looks like all the doors lead to $ENVX front porch. 🚀🚀
I just can't understand why anyone would still hold their short position. The only reason is because $ENVX is a hoax or fraud. What are we missing? Cause if we are right, there is going to be a one Mudder-fudder of a RIP! 43mil shares can send Stk to $40-$50?
@StockMarketNerd
$ENVX About to commercially ramp new rechargeable battery architecture (stacking vs. jelly roll) using 100% silicon-Anode. fast charge (80% in 5min) and 1,000 cycle life with no heat dissipation. Huge TAM. String balance sheet with customer willing to pay for lines.
1.
Emotions always get in the way of investing.
Without news, if stock goes up, we extrapolate with "OMG! $ENVX must have landed another mega deal."
If stock goes down "WTF! Their IR suk! Why is mgm't so quiet? Things must be going really bad! Someone knows something"...
5.
All but one risk is off the table. Time that this mgm't took to achieve milestones thus far is impressive.
If and when they announce HVM yield & contract, $ENVX will rip & force the shorts to take the stock to heights that CNBC will talk about.
I like my chances...DYOR 🙏
Spread the word about $ENVX (fws attached). The more people discover $ENVX, the higher the stock price will go. We are at the cusp of ripping through the "2" handle. If supported by news, the stock will move through 2,3,4, handles quickly. It will be a run-a-way train.
Among sustainable energy stocks under $20, Enovix $ENVX stands out as a small-cap co. revolutionizing battery technology. Diverging from the path of major battery producers like Tesla...Enovix is transforming the very architecture of its batteries.
$ENVX 1. Confident management is transparent and leaves something in its back pocket to deliver pleasant surprises to the shareholders and keep analysts on their toes. Poor management makes statements that they can't keep or deliver and always disappoints.
@davidorr_31
@joceyreyes209
Spot on!
$ENVX Needs 10 lines to satisfy one of the top 8 phone makers. These guys won't wait around 2-3 years. Instead, they will negotiate IP royalty payment scheme to pay for their own line. Then, the math could get really crazy. $1,000 for $ENVX? Why not?
@kamilski
@rajtalluri
@EnovixBatteries
I stopped by $ENVX HQ (Fremont) past Saturday and the parking lot was packed! I went inside and asked if they work 6 days, the receptionist said, "Nope. It's not an official work day, but people come in on weekends voluntarily." That told me everything I needed to know.🚀🚀
Think about this. 2025-2030 we are going to witness $ENVX deliver top & bottom-line growth EXPONENTIALLY NOT geometrically.
Licensing agreements will allow product makers to build their custom battery right next to their products cutting time to mkt by a large margin. Yuuge!
Some of you got MSG from
@daojiao00
. His company installed a distributed temperature monitoring system for $ENVX Gen2. This is the final process. Could this mean Gen 2 is done & ramp is near? Me think yes. 🤞🚀🤞🚀 We are very close, guys. Patience...
$ENVX & EV. EVs are stuck w/ 270mi range and overnight charging.
If one can charge 0% to 80% in 5 mins. That's a game changer. Brakeflow will enable fast charging EV batteries.
EV makers will be happy to pay Licensing fee to build their own facilities. Exciting times ahead
$ENVX The most difficult part remains for the shareholders. Waiting.
FAT & SAT on Agility line was completed. FAT on HVM line was completed. Mgm't told us that Agility & HVM lines are very close which means SAT could be already finished or very close. Samples...
$ENVX We've been hearing about the Solid State Batteries for years. Everytime the players run out of money, they all start talking about how close they are to full scale manufacturing but they never get there... Raj has been saying that there is no competition out there...
Great read for those who want to know how the unique architecture of $ENVX is changing the rechargeable battery industry and why there is long runway. Grand Opening Ceremony on 8/8/24. But first Q2 call on 31st. Party is just getting started.
$ENVX. As we prepare for the FAB II opening in Malaysia on 8/8, the most important 🧩 on which this investment rides.
I wanted to take a minute to remind everyone why this is battery architecture IS A PLATFORM for 🔋 innovation, upon which decades of improvements will be built.
The fact that $ENVX didn't even announce SAT of Agility line separately tells me just how BIG these guys are thinking. "If we execute, the stock price will take care of itself."
This is exciting (for us) & scary (for shorts) to imagine just how big ENVX biz can & will become.
@banrube
Thanks
@banrube
If $ENVX is inside $QCOM +
@Samsung
+ $GOOGL mixed reality headset, it's game over for the shorts. They made it very clear that the headset will have "all" Silicon-anode batteries and only one company makes it. This is not priced in. I like our chances.
$ENVX Please take 5min to read this technical explanation of the differentiated architecture of $ENVX that
@2percentisfair
was kind enough to share.
What if this architecture becomes industry standard for next gen rechargeables? $ENVX could easily become $100bn co.
$ENVX. As we prepare for the FAB II opening in Malaysia on 8/8, the most important 🧩 on which this investment rides.
I wanted to take a minute to remind everyone why this is battery architecture IS A PLATFORM for 🔋 innovation, upon which decades of improvements will be built.
Great Q2 announcements & Call for $ENVX. Sure the bears will bitch abt lack of details... I say Fuk'em. If they stay short, they deserve to get torched. Meanwhile, mgm't continues to execute and in the not too distant future, we will see $2, $3 handles will seem cheap.
@joceyreyes209
Relieved to hear that your princess is recovering nicely. As always, you are spot on.
We are 3x negatively biased, so when the stock dips, we think the worst. All this will pass and 41mil shs will serve as a rocket fuel when $ENVX starts delivering.
Thanks for sharing
@najfah
Given the time, money, and effort to build a proprietary equipment & process to build $ENVX battery, there is very good chance that "it" can become the standard all rechargeable battery are made. If so, Royalty revenue model will be worth big $$$
Danny's summary & thoughts of $ENVX Q4 is a must-read. He hit all the critical areas of the progress & challenges ahead.
Patience is a must when holding onto 10 baggers, which happens 1-3 times in your investing life. $ENVX could become the biggest winner of our lives. 🚀🚀
$ENVX
Q4 RESULTS/CC THOUGHTS
Like most investors, my main focus is on Gen2 production but as Raj spelled out during the cc, the company has progressed in so many other areas as well over the past 12 months and I'll comment on those later. However, Gen2 is where we should start.
Samples went out & Customers are in qualification process. 6-12mos. There is nothing to do but wait. Could mgm't tell us where they are in yield of HVM? Sure, it will make us happy, but without purchase order, stock will be volatile. Waiting is the hardest part. $ENVX 🚀
@joceyreyes209
$ENVX at $100 means their Architecture & manufacturing works. Licensing opportunities will force the street to re-evaluate the company upwards and this can happen quickly. $200? $300? Lots of opportunities ahead. Why not $500?
@joceyreyes209
$ENVX. Organically, $100 by 2026YE is conservative but in the ball park.
My sense is that customers won't wait. Also,
@rajtalluri
would want to strike while iron is hot.
Customers will pay up to build their own customized line.
Then, $100 becomes worst case...
@AnkComandante
@RiceBucketMedia
There is always buyers and sellers with varying reasons. $ENVX is 100% Vol. That's a dynamite waiting to blow up any traders. you shouldn't own this unless you have 1yr+ time horizon and learn to ignore daily noise. Mgm't continues to execute. That's all that matters.
@saxena_puru
Don't waste your time, Puru. Assholes are born every minute. Just block them and go about your day. 99.9% of those who follow you appreciate your work and believe you.
Rather than selling $ENVX for $50bn to Samsung, it makes more sense to set up a "fat" exclusive licensing agreements" with various giants. Phones with Samsung, EV with TSLA, laptop with DELL. $ENVX can build 20 lines for everything else.
What are U thinking
@rajtalluri
?
@joceyreyes209
Lower CPI # caused rotation out of Big Tech to Small Techs. Sympathetic selloff caused weak hands to jump ship, giving everyone a gift to buy $ENVX <$17 which I suspect will be the new floor. Lots of positive news ahead to take the stock higher. $20 will happen quickly.
What happens when the world realizes that $ENVX architecture is the only answer to address all the shortcomings of current rechargeable batteries? Sony still makes a killing receiving royalties for lithium batteries since 91. $1,000 per share would be cheap.
Looks like the handle portion of very bullish Cup & a handle form is taking place $ENVX. CES week, Group-14 announcement. Coincidence? I think not but what do I know. Do you own DD. 🚀🚀🚀
@michael94521
@KLabxx
@psychprofits
@mcinnes_danny
@EnovixBatteries
I am convinced that $TSLA plans to use $ENVX batteries at the new car and battery plant they will build in India. This is why ENVX has an NDA on the announcement, Musk and Modi want to have a big reveal on the whole project. We wait until Musk returns to India for a big event.
@SweetStocks22
@MrEnovix
You might sell @ $45. Not me.
I've been doing this for 35 years, and $ENVX is the best setup I have ever seen this early in the game.
I'm gonna see this through. I missed FB, GOOGL, NFLX because I was "smart" & took profit after 100%, 200% gains.
If you produce identical jelly roll batteries like everyone else, you have zero pricing power, so economies of scale are your only defense. If you are the only one to produce batteries that EVERYONE wants, highest bidder will win your business, giving you FAT margins. $ENVX
Everyone selling products that need rechargeables will want it.
So, can $ENVX stacking architecture become the industry standard, and everyone pays a royalty to have their own battery factory next to their products?
Hell yeah! Excellent question for
@rajtalluri
The more you listen to this call (3rd time for me) You can't help but gain confidence that this is a "When not if story." Being material agnostic is the differentiator that no one else can compete with. Naysayers are comparing apples (graphite jelly-roll) to oranges (stacking)
Hear from Dr. Raj Talluri, President & CEO, and Farhan Ahmad, CFO, in a fireside chat today with Canaccord Genuity analyst George Gianarikas, discussing the company’s strategic realignment of Fab1.
@mcinnes_danny
@EnovixBatteries
What you have in $ENVX management is a group of seasoned "C suite" talents busy building a solid & credible business rather than managing stock price. They know that the stock price will care for itself if they can build a strong business.
Must read if you are interested in history and road map of $ENVX.
@mcinnes_danny
shared his take after following the company a long time. invaluable. Thanks Danny.
$ENVX
Over the past few years I've seen a procession of people slag off
@EnovixBatteries
for past promises that came to naught. There's also been a recent spate of it. Shorts worrying about the SP...?
Enovix is now 17 years old. I've seen promotional material from 2017 that
Getting the Gen-2 up & running is priority one.
Nothing else matters.
There should be no cutting corners to meet a deadline. All the equipment in the Gen-2 must be perfect. If it takes a few weeks to address a few kinks, you take a few weeks.
@joceyreyes209
Next Mile stone.
Gen-2 up & running & samples are going out.
When this happens, we should see mid-teens cause $ENVX goes from pre-revenue to real biz. Move from "Zero-to-one" is a monumental chg in their biz model. Volatility will come w/ related news. 🚀🚀🚀
Particularly at this point in the company’s life. Once Gen-2 starts running, $ENVX will rally toward the mid-teens in a few days. From that point on, stock prices will be fundamentally driven.
Until then, I will sit tight. Buy more. (I suck at trading) DYOR.
Every battery expert I have spoken to tells me the same thing: The better battery will be the "Holy Grail" in the not-too-distant future.
Push into AI is the best thing ever for $ENVX because a weak battery will become painfully obvious.
This is crucial because once Gen-2 runs perfectly, future line orders and installation will become routine and problem-free. That is priceless.
The South Korean foundry equipment makers <short for “SK”> are building $ENVX battery production lines. SKs are the best in the world.
$ENVX is weeks away from "morphing" from a concept company to "Holy Shit!" $ENVX will trade like $TSLA during their heyday when investors priced $TSLA as what it could be, rather than what it is today. Patient investors will be rewarded. Size your bets wisely & DYOR.
@eenLien
@scottbedford
All "C Suite" executives should step in to buy $100k worth of $ENVX in the open market. That would send a clear & strong message. Unless there is a restriction that I am not aware? I'm hearing that all the kinks are out in Gen2 & testing the lines at full speed. 🤞🚀
@CavemanTraderX
@CavemanTraderX
Sounds like you bought too much and now bitching cause you are losing $.
Listen to your own advise. Size it properly, keep your emotions in check; Or sell $ENVX & go on with your life.
Stop bitching. Put on your big boy pants.
@RocketPenguin75
@KLabxx
@psychprofits
@mcinnes_danny
@EnovixBatteries
$TSLA is the only logical co who has advanced enough to make their own EV batteries to take advantage of JDA with $ENVX. Everyone else copied TSLA's blueprint of EVs and couldn't tell a difference between EV Battery vs. conventional. When announcement is made, $100! Squeeze!
The BEST analysis of where $ENVX is and how investor's mindset should be. As for me, I am going to enjoy the ride for the next 5-10 years and watch this team build one of the most important company in our lifetime. Thank you
@Foldnow1984
for sharing your thoughts & insight.
$ENVX Enovix ENVX
Nice call today.
What I think is going on in AH trading is pretty predictable. Big money shorts know how to move prices in low volume.
There are a lot of investors who basing their expectations on Raj under promising and over delivering. I would advise
@Foldnow1984
Even the great Elon Musk couldn't think of doing what $ENVX has done, but now he can use it for his cars and take over the world's EV market. I'd be a happy shareholder clipping royalty coupons from $TSLA.
@joceyreyes209
"Disruption" is a perfect word to describe what $ENVX is doing. Jelly Roll's been around for years and fully commoditized. $ENVX will dominate this market. Fast charge, w/out swelling, no fire risk with 30% better capacity to start out the gate? Game over! 🚀🚀🚀
@KLabxx
@psychprofits
@mcinnes_danny
@EnovixBatteries
It's very true, and I am 100% confident. I trust my sources, but I have nothing in writing or recording.
Know that one of $ENVX BOD used to be a big wig at TSLA. Coincidence? 🤔 TSLA is moving quickly on this as you can imagine, 1st mover advantage is HUGE.
@Foldnow1984
👍👍 Someone asked for a PE multiple on $ENVX once EX1M starts mass production. PE won't be used for several years. $ENVX will trade on expectations of growth (# of lines, Licensing opportunities, etc)
"Fundamental investors" will get out too early or totally miss this 🚀-ship
$ENVX is forming a perfect Cup and handle pattern which is one of the most reliable bullish patterns. Cup started in mid Sept. Currently handle is being formed. Technicians out there, pls comment. The timing of this pattern is not a coincidence. 🚀🚀
@Seymour24037540
@banrube
@joceyreyes209
Dout it. Most of the $ENVX shorts are professionals. I'm sure they have stop losses in place. When you have this much short, covering on a BIG news will get messy and bloody. IF $QCOM or better yet, $TSLA makes partnership official, BOOM! Gap up to $50? $100?
F-ing Epic!
The level of communication & transparency of new $ENVX mgm't is impressive. It conveys confidence. Skeptics will soon be converted to believers. 39mil shorts will soon be forced to cover as their thesis continue to fall apart. 👏🚀👏🚀👏
This is a MUST WATCH video for anyone with an interest, long or short, in Enovix $ENVX . Full disclosure I am very long this stock and this video makes me even more confident than ever!
Don't even get me started with Quantum Computing, which is right around the corner.
Once $ENVX starts shipping batteries, it will take a nanosecond for the world to discover $ENVX. And, because the battery is such a small cost of whatever the product,
@banrube
@JahredAlmighty
It must be killing $ENVX mgm't not being able to share the names of cos that they are working with. But, they also know that when that fact becomes public which is matter of time, they will be laughing all the way to the bank & we will be right behind them.
Must read interview with $ENVX Ceo.
Well written, balanced. Raj sounds awfully confident and is going on this journey with his eyes wide open & confident. 🚀🚀🚀
@BahamaBen9
TMDX (TransMedics) They received FDA approval for the most difficult Heart transport a few hours ago. Zero competition, $60k per transport, extends harvested organ life from 2.5 hrs to 12hrs. Game changer. Save lives while making $$$. Easy 10 bagger.
@mcinnes_danny
Spot on. Raj is laying the groundwork which takes time.
Great companies are built over time through trial & tribulations. Completely opposite to day trader's mentality. This is why most investors miss 10 baggers. $ENVX will be 30 baggers. or more.
@Eric4Invest
Don't bother with Fundamental analyis on $ENVX until 2027. You will sell too early or never buy it at all cause it's "too expensive" or fundamentally can't justify and you'd be correct. This is a pre-revenue, growth stock with exponential opportunities... $1,000+ or zero.
They serve Samsung, Hynix, TSMC, and other global semiconductor makers. SKs are building 4-nanometer foundries today. $ENVX is talking about 50-60 nms. To put this gap into perspective, you can drive a cyber-truck through that gap in the foundry world.
@KLabxx
@eenLien
@KLabxx
I dunno Varta. $TSLA recently halted battery manufacturing because they couldn't increase capacity. Could $TSLA be shifting its resources to $ENVX? IF and When that news is confirmed, $ENVX is going to $200. Battery is key to EV's future
$ENVX Technical explanation of what happens when there is a short squeeze.
I'm not sure if ENVX can get as crazy as $GME on a short squeeze, but watching the shorts get burned will be fun!
$ENVX Enovix ENVX
When I say $200 is possible in a squeeze, this is what I'm talking about. Typically short-lived, based on supply and demand of stock coupled with margin calls on the short side.
If the stock does not squeeze, then the long-term (3-4 year) price target is