seantoh
@seantoh
Followers
229
Following
1K
Media
118
Statuses
716
Love life, vibrate positive energy, keep observing. Technology enthusiast, Tradition + Innovation.
Joined November 2008
$envx /1 RT’s notable, condensed comments in Q&A session: [William Blair: in your engagements with Honor, how receptive were they when you suggested the change? Given that cycle life and energy density are always paired trade-offs, would Honor take a formulation that hits that
1
1
24
This is super good news. 1. 2026 is our Pivotal Year 2. 3 super experience individuals with track record of manufacturing batteries at scale. (You realize that for a phone company to issue a PO, they must already be asking if you guys are ready for mass production?), now we have
1
0
1
Another partner in Smartglasses at CES. "Besides CEO, I can also double as the poster boy/ model for Enovix" Award winning eyewear $jorjin $enovix $envx https://t.co/2yndbsBBwh
0
1
16
Awesome update, Let's go @EnovixBatteries $ENVX $enovix
Smart eyewear is entering a new phase, evolving into a diverse ecosystem spanning multiple use cases. At CES, we’ll share examples of how early products and teams are shaping this emerging market with Enovix’s high-energy-density AI-1™ 100% active silicon-anode batteries.
0
0
5
$envx expects to showcase the first end product with an OEM publicly in CES 2026, which takes place early next month.
$envx Smart Eyewear This is not getting enough attention. What Raj said: “our marquee customer programs are moving towards commercial launch we delivered over 1,000 battery packs to our lead customer under our supply agreement. These packs are now undergoing customer
3
3
38
Honor Malaysia marketing activities. Well done. Let's go @EnovixBatteries , take us to the promise land. $enovix $envx
2
2
13
$ENVX $EOSE $AMPX The secrecy surrounding battery suppliers in consumer electronics is not an oversight—it's a deliberate and strategic business practice driven by several powerful factors. Here is why battery suppliers are often a closely guarded secret: 1. Competitive
1
0
28
$envx $enovix With all the cash in hand, scaling production remains top priority. If acquisition is in consideration,I think scaling FAB1 and retrofitting it to do some production can also be viable. Taking advantage of IRA (Inflation Reduction Act) Just a conjecture...
0
0
14
$Enovix $ENVX Too much on the line. Professor HongWei Tan has too much weight on his shoulders: To bring Enovix's batteries to the next leg (qualifying our batteries with our 1st OEM). I don't think he is about to jeopardize his record this late in his career. While I don't
ir.enovix.com
FREMONT, Calif., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global leader in high-performance batteries, today announced the appointment of Dr. Hongwei Yan as...
2
1
19
$Enovix $envx Based on public records and company announcements, the last convertible note offering from Enovix prior to the one in September 2025 was in April 2023. In that private placement, Enovix priced $150 million in aggregate principal amount of 3.00% Convertible Senior
3
0
17
ENOVIX $ENVX First observation for the month of Sept 2025. No updates and reporting on the total capital raise from the Enovix warrants. Ryan and Enovix was pretty consistent updating us progressively. Possible multiple press release on the horizon. Onwards to another strong
3
0
28
$ENVX Seriously guys, those that are exercising and/ or selling off their warrants, it's all net positive for @EnovixBatteries . 1. Exercising it because you have done your due diligence and have confident on the possibility. 2. If you don't have cash on hand to exercise (it's
3
0
24
William Blair on $ENVX CFO tour: On Friday, August 15, we hosted Enovix CFO Ryan Benton for a series of investor meetings. Our time with Benton was encouraging; his experience strengthens the management team, and we expect clients to have a similar impression. We got an update
10
18
118
@seantoh @EnovixBatteries My intuition here is that you want to win in a tough crucible. A proven platform with quality (Sony's cylindrical laptop battery, for instance) can be the taproot of immense innovation. Sometimes impossible to reason through at the beginning; you simply have to let the free
2
4
51
@seantoh @EnovixBatteries The history of US battery companies has mostly been the American companies creating breathtaking technology breakthroughs, but not getting the chance to scale commercially. The commercial scale that you do see is largely, although not entirely, margin-inchoate. Tesla, partnered
6
26
109
Enovix $envx So guys, when you've done great engineering and had help launch a superb product into market like Dr Raj did in his #micron days, you basically has the experience and know-how to do it again. For all the shorts and bears, yes, not need to remind us Enovix longs
0
1
26