Стефан Узунов
@stefanpu13
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8/8, $ENVX, these are two examples, but there are other misunderstandings. To wrap up - hardly anything has changed in the last 3-6 months. Enovix still need to receive a PO from phone OEM that is result of the OEM needing better batteries, that other peoducer cannot provide.
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7/x, it implies that $ENVX architecture and manufacturing process indeed give advantages on their own. Now that AI-1 properties are made public we know that when same materials are used, the chance of Enovix battery being better than other batteries has increased.
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6/x, 2. Iferior materials. This, second example is again showing misunderstanding. Currently, $ENVX achieves 900+WH/L, and fast charging, and 1000 cycle life, and fairly wide operating temperature range with inferior materials. That is actually more bullish that not.
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5/x, $ENVX, if phone battery lasts several years, with backwards-compatible software updates, there is less incentive for people to buy new phone. If somebody can explain the logic behind a phone OEMs pursuing that result, please do.
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4/x, so $ENVX also achieves 1500+ cycles with G14. Second misunderstanding here is more nuanced and is based on OEM incentives. Phone OEMs do not want much more that 1500 cycles(if they even want that), because that means less sales. They have interest in the phone lasting less.
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3/x, $ENVX, first, a quick research(this was already posted here) shows that Group14 has 80% and 100% anode customers, whose cycle life is also 1500-2000 cycles. So, it's a poor argument to say that Enovix, not using the same anode, is inferior. They are one of those clients.
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2/x, $ENVX, I will give you examples poor argument and misunderstanding(after all, I am still bullish , so I downplay the report 😀).1. Group14 lifecycle. This is misunderstanding on two levels(I am not assuming that @taubamush is manipulating).
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1/x, $ENVX, looked the post by @taubamush. There some good things that every bull should pay attention to, some old things, some misunderstandings, and some poor arguments. I would still advice people to read it carefully, with analytical approach before forming a judgement.
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Short account, which state that "concept phones" are game over for $ENVX(as if there aren't many other things that can be legitimately a "game over" for ENVX), now claim they never stated "100% is silicon anode is dumb". They are correct! It's ultra-dumb, according to the account
@stefanpu13 I object - my account is quite long. I have not stated for months that pure silicon was a dumb idea. Pure silicon is a poor conductor, but $AMPX SiMaxx has shown one way to make it work (but cost is prohibitive). $ENVX pure silicon was ALWAYS dumb, and was abandoned in 2018.
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$ASTS, $ENVX, all those phones and smartglasses in the wilderness with no electrical grid, or developing countries without stable electrical grid will soon need longer-lasting, fast-charging, high-quality, affordable batteries.
Independent Testing Confirms Enovix AI-1™ Battery as Industry’s Highest Energy Density Smartphone Battery.Read more here 👉🏼
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$ENVX, this short account was stating for months that pure silicon is dumb idea. I guess now that it's not such a dumb idea, next narrative is that "concept phones" are game over for $ENVX and somehow manufacturability and yield doesn't apply to Chinese battery makers - the irony.
Realme says it has created the world's first all-silicon-anode (smartphone) battery. "100% pure silicon," unlike current silicon carbon. 1,200 Wh/L energy density. Switched to solid electrolyte. A concept phone, but game over for $ENVX Anyone has the details?
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We'll know that $ENVX has succeeded wildly and it's time to sell when people like @StockSavvyShay are writing that its batteries are lifeboat to fighting obesity crisis, or some other total bs. And I think I was hugely speculating that $ENVX are working with Apple for Air 17, lol.
WHY $PLTR VALUATION ACTUALLY ISN'T AS EXPENSIVE AS YOU THINK. Everyone loves to scream Palantir is expensive -- but that’s just lazy. If all you’re doing is looking at P/S or headline multiples, of course it looks stretched. Spend five minutes on the fundamentals and the story
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2/2, $ENVX, This is entirely different level of validation(CEOs don't take their involvement lightly, and their money in the case of Rakuten) giving premium valuation for $ASTS . Such posts actually indicate that the author is the one who doesn't know what they are talking about.
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1/2 Comparing $ENVX to $ASTS based on MC/sales is incredibly(mind-blowingly) superficial. Just look at the BOD and strategic owners. Few months ago Vodafone CEO herself participated in D2D call "advertisement" of ASTS which was labeled "historic". AT&T official accounts pump ASTS.
This is the problem with some $envx longs & the mgmt. Yes the company has a huge TAM/SAM whatever. Yes $PLTR & $ASTS are trading ridiculously. That's because the mgmt there seems to understand part of their jobs as C-suite and BoD of a public co is to MANAGE THE NARRATIVE.
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x/x, $ENVX, I will just finish with a comment from one the posts - you choose who to believe - random guys on X like me(or Greg, with the diamond hands), or renowned experts with good visibility into the industry. Take some time to read the posts - it might save your money.
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3/x, $ENVX, hard reality will catch up for EOSE sooner or later:.------.------.------.
linkedin.com
"Lithium-ion is LDES" - a longtime mantra of mine - is finally backed by some hard pipeline numbers, which suggest LFP tech is "starting to dominate" 🔋 Sightline Climate (CTVC)'s recent report...
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2/x, $ENVX, while ENVX is risky, but might succeed, it will be a miracle if EOSE succeeds in a meaningful way(that does not mean one cannot make money trading the stock, intrinsic value of the company and stock price can and will diverge). Just be very careful with your money.
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1/x, I know that some $ENVX longs are in EOSE, believing that there is a moat. Almost certainly, there is no "moat" and, like SIB, EOSE is competing in a economic "race to the bottom" with the dominant tech, while trying to improve the standards and quality("great" for profits).
@lottjj I briefly owned $envx 2+ years ago. Maybe 20k shares (I don't recall). I sold it because I didn't see any outside force pushing them to success. They have a great product, but a Chinese company or South Korean or Japan can all make a similar battery. I suspect any success.
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$Envx Suggestion for the Lambo demo - put an Optimus robot with laser eyes at the driver's seat, and convince @DrTJRodgers to wear "21 million" t-shirt. This I call a real "wreak havoc and release the dogs of war".
@stefanpu13 I don't think he's done yet based on his lambo demo comments 😂 I think more $ENVX stuff is coming in the next few weeks. I will wait until it's all played out to assess TJ's impact this time. The last time he got involved he righted the ship, and killed an NBC short attack.
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3/x, $ENVX, lastly, I am not happy with this memeization of the stock from the board. If TJ has indeed decided to make a meme stock, somebody like @jmalchow tell him that Lambos are associated with crypto Bros and scams. They will be better of lifting Tesla, Cybertruck or F-150.
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