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@spenbaker

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Lawyer turned trader & speculator 🔋 ⚽️ 🐱 🚘 🍺

Joined February 2023
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@spenbaker
spencer baker
7 hours
$envx. Taub report review continued:. Conclusion. Much of the report relies on quotes or allegations when Raj was not even there or had just started. These are now irrelevant. It unfairly draws strong negative conclusions based upon inadequate, fake or dodgy information and.
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@spenbaker
spencer baker
8 hours
$envx. Here’s my quick review of Taub’s short report. It’s not worthy of a comprehensive review!. Paragraph 1 contains untruths and talks of promises made 4 years ago (before Raj arrived in 2023). The third sentence is a bare-faced lie - saying that Enovix’s battery lags.
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@grok
Grok
4 days
Join millions who have switched to Grok.
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@spenbaker
spencer baker
10 hours
$envx. About a year ago there was a talk of customers wanting Envx to have a strong balance sheet. Makes sense as they want to be sure the new supplier can reliably fill big orders. Before the warrants were issued Envx already had over $200M in cash. So the real reason to raise.
@masterbones007
MasterBones007
22 hours
@CarolS062142810 The shorts are hoping the PO announcement is not conditioned on $ENVX raising more capital to fund operations. If so, that announcement could be on the way 🤔.
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@spenbaker
spencer baker
2 days
$envx is poised for success. Don’t pay any regard to the FUD that has exploded since the warrants were issued. Enovix has been executing well since Raj took over in 2023. The company has become a different beast since then. Enovix’s ability to secure contracts with major OEMs and.
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@spenbaker
spencer baker
2 days
$envx. There’s some confusion about Form 144. As @fourier_f points out, TJ yesterday only sold warrants issued back in 2020 and 2021. He is not selling $envxw. On the contrary, he’s probably done this to raise money so he can exercise the new warrants before they expire later.
@fourier_f
F. Fourier
3 days
@bleacherbum23 Taking into consideration the timing of TJ’s Form 144…. GUESSING TJ is doing a fund-raiser to exercise his new warrants that expire tomorrow 29 August;.i.e. he is planning to buy the $ENVX@$8.75.
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@spenbaker
spencer baker
2 days
RT @Romulus4488: @joceyreyes209 @taubamush Breakdown and Analysis: Who Will End Up on Top? From Grok4 $ENVX @EnovixBatteries @taubamush. "….
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@spenbaker
spencer baker
3 days
$envx.
@EnovixBatteries
Enovix Corporation
3 days
Satisfaction of Additional Price Condition and Confirmation of Warrant Expiration Date.Read the press release 👉🏼
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@spenbaker
spencer baker
3 days
$envx. New article out from Stock Titan includes:. Enovix raises $107.5M from warrant exercises with early expiration triggered, strengthening their balance sheet for production scaling. The financial implications are substantial. Approximately 12.3 million warrants have already.
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@spenbaker
spencer baker
3 days
Next year or possibly late this year 🤞.
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@spenbaker
spencer baker
3 days
$envx. Warrants must be exercised by TOMORROW!. As of 26 August ca. 12.3 million Warrants were exercised, generating $107.5 million. More Warrants will ofc be exercised prior to expiration. Raj stated “Reaching the early expiration trigger on our warrant dividend is a strong.
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@spenbaker
spencer baker
3 days
That’ll be the AI-2.
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@spenbaker
spencer baker
3 days
$envx.
@EnovixBatteries
Enovix Corporation
3 days
Early Expiration Price Condition for Warrants Satisfied Alternate Expiration Date Elected.Read the press release 👉🏼
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@spenbaker
spencer baker
3 days
$envx. Yesterday Raj said:. “. we deliver unprecedented energy density and charging performance. ”. Seems to be a superior battery on every metric. The Polaris CEO confirmed that it “exceeded every validation parameter for energy density and fast-charging performance”. In the.
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@spenbaker
spencer baker
3 days
Was this a reference to the Galaxy event?!
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@spenbaker
spencer baker
3 days
$envx. A Samsung Galaxy event will take place online on September 4. This will showcase the latest Galaxy AI experience while introducing new hardware, including a fifth addition to the Galaxy S25 series and a lineup of premium AI-powered tablets.
sammobile.com
The Galaxy Event will be streamed live on Samsung.com and the company’s YouTube channel starting 11:30 AM CEST.
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@spenbaker
spencer baker
3 days
$envx. Stocktitan expert says:. The independent validation of Enovix's AI-1 battery technology by Polaris Battery Labs represents a significant technical achievement in the energy storage space. At ~919 Wh/L volumetric energy density, these cells substantially outperform.
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@spenbaker
spencer baker
4 days
$envx. Nice thread!.
@exponentialluke
Being Exponential | Luke Lango
4 days
Big news out of Enovix. Independent testing from Polaris Battery labs largely confirmed their A-1 smartphone battery is the best in the world. We expect that battery to become the gold standard in consumer tech. As it does, $ENVX should soar.
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@spenbaker
spencer baker
4 days
$envx. To preempt the shorts and skeptics, Polaris Battery Labs is legit; check out the attached which lists just some of their partners and customers:
Tweet media one
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@spenbaker
spencer baker
4 days
Worth adding: the latest PRs from $envx include this under the About Enovix bit:. “Enovix holds a robust portfolio of issued and pending patents covering its core battery design and manufacturing process.”.
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