Mr. Enovix II
@MrEnovix
Followers
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Following
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Media
213
Statuses
3,197
Early TSLA investor (2015). Now $ENVX DISCLAIMER: not investment advice 100% Active Silicon 🏆 🔋 #FastCharge #Brakeflow #AI #EVs #ShortSqueeze
Luna
Joined March 2023
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Pinned Tweet
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@Seymour24037540
@MechPaul
@TheRoaringKitty
$ENVX BREAKING NEWS!!!!
$QCOM $META
#SAMSUNG
🌙
Holy f*!!! Go to the QUALCOMM ADVANTAGE NETWORK MEMBER DIRECTORY and select "XR (VR / AR)" under "Specialties" on the left-hand side.
#Enovix
is now classified as Qualcomm's preferred partner for their XR (VR / AR) technology
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GREAT NEWS SHORTS: $ENVX just confirmed production plans in INDIA. My guess is to fill that big fat APPLE CONTRACT
#ShortSqueeze
$100+
🤣🤣🤣🤣🤣🤣🤣🤣
🐷🐷🐷
🔥🔥🔥
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$ENVX
"If successful, Enovix will be wildly profitable in 2025, with sales on the order of $1b and growing vertically. You have to be patient. If you believe they'll execute and deliver, market cap will be $30-$50b within 5 years. Corresponding to share price of $200-$400."
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'The market is now starting to realize that $ENVX technology is going to be the next step-change, mimicking Sony’s lithium-ion battery of 1991. So, for investors holding onto the company stock, you have a valuable longterm investment whose Cinderella story is just beginning'
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Snapdragon update signals purchase orders across MULTIPLE phone brands 💰💰💰
Raj ran Snapdragon, and to my knowledge, there's only one silicon battery available:
@EnovixBatteries
💥
If $ENVX $QCOM chip is confirmed, SP will explode. $35+ imo 📈
$ENVX monthly all time chart. July hammering thus far above ath trendline. We visited all time highs near $40 with no production line and hardly any worthy news. Where are we going near term?
I think all time highs are a lot closer than people think.
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$ENVX 🔥🔥🔥
"The benefits of running AI software on phones — without the need for an internet connection or to send data to the cloud — are that apps can run more quickly and allow a user’s data to be processed in a more secure and private way." 🧨🧨🧨
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@TheRoaringKitty
$ENVX shorts are trapped...FINISH THEM!!!!
50MM+ shares short and nowhere to go but up! Major catalysts between now and December. Buckle up shorty!
#BULLISH
📈
#ShortSqueeze
#GetShorty
🚀🚀🚀
'11 days to cover for Enovix (ENVX) is considered high. In general, a days to cover
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Enovix: A Revolution In Battery Technology $ENVX
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@TheRoaringKitty
☝️☝️☝️☝️
The official Snapdragon account has all but confirmed an $ENVX $QCOM $META partnership for AR glasses.
This also suggests an $ENVX $QCOM
#Samsung
partnership, as
#Snapdragon
chips will power Samsung's AR glasses with $GOOG software.
Enovix is quickly becoming a major
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$ENVX 📈🎯
'New price prediction. End of 2024…36…end of 2025…$89…end of 2026...$160...end of 2027...$260 and 2028 it will hit $360. This is an AI stock and revenue will trail these numbers. Doesn’t make sense, but they will sign several large deals...'
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MULTIPLE 2024 CATALYSTS - NEXT 12 WEEKS!!
$ENVX
#BullishAF
📈📈
1. Named Customer 🚀🚀🚀
2. EX-2M Samples 🧨🧨🧨
3. Fab2 HIGH VOLUME UPH 💰💰💰
"For the rest of the year, we expect Enovix to 1) announce a customer, 2) ship samples of EX-2M — its next leap forward in cell
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$ENVX 🔥🔥🔥🔥🔥
"One mobile phone deal announcement will catapult this up over $100. Apple or Samsung will have huge advantage over the other with this battery. I'm sure they are in fierce pursuit to land the deal first. Enjoy the show and rocket ride."
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GOOD NEWS SHORTS: $50 $ENVX
- Malaysia Factory Update (July)
- Battery Production #'s (July)
- Gen2 Equipment Acceptance (Aug)
- Licensing Deals ⌛
- Gen2 Line Fremont (Sept)
- Gen2 Line Malaysia (2023?)👀
- EV Announcement ⌛
- US Army, Samsung, Meta, Apple
🐷🐷🐷🔥🔥🔥🔥
$ENVX 🔋 My updated weekly chart for the good guys. Recent demand overwhelming supply = Strong hands accumulation (always someone in the know IMO!).. Now morphing into an IH&S base with measured target $50 on trigger.. Not a trading advise!
@AlderLaneEggs
@joceyreyes209
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@kcchris6
If the
#Snapdragon8Gen4
product launch reveals $ENVX battery inside, then game over. $50+ IMO.
I'm 99% certain Raj closed the 🔋🔋🔋 deal with his former colleagues at Qualcomm. According to Farhan, Enovix is 'the only game in town.'
Any remaining shorts will be obliterated...
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$ENVX 🔥🔥🔥🔥
"Exactly, Enovix will be much bigger than Enphase or even Cypress. This is a beast in the making."
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Join Matt Watson and
@rajtalluri
President and CEO of $ENVX as they talk about overcoming CEO challenges and battery technology. Listen to their exciting talk about Enovix's dedication to disrupting industries with its innovative battery technology.
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@Seymour24037540
@TheRoaringKitty
$ENVX shorts worst nightmare 🤯🤯🤯
"...the Company is ON TRACK to commence HIGH-VOLUME PRODUCTION in 2025.”
FYI Shorty: WINTER IS COMING!! 🌙🌙🌙
- Major customer announcement (any day now)
- JD announcement (any day now)📈
- EX-2M sampling (DECEMBER)📈
- SAT completion HIGH
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@TheRoaringKitty
$ENVX
#EARNINGS
#BULLISH
💰💰💰 📈
jumboletli
"As a long term bull, here is the most compelling bull case longer term that is not talked about and that is PROFITABILITY. We know the density and differentiation, but diving deeper as to why THIS IS A STICKIER BUSINESS CASE THAN
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$ENVX Shorts are beyond fuckd 💣💥
@eenLien
This article highlights an interesting fact: Mirae Asset, a South Korean investment firm, dramatically increased its position in ENVX by 2,228%. This massive increase hints an unmistakable link between ENVX’s batteries and the South Korean smartphone giant, Samsung Electronics
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$ENVX
'Selling my highly appreciated Apple position and buy Enovix. This is a generational buy and hold stock for the ages.'
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“2025 is when we expect to be in really high volume in phones,” says Talluri. “To give you a feel for it, one [production] line that we are building in Malaysia, when it's fully operational, will produce about nine million batteries a year” $ENVX
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@TravisT72322
@Seymour24037540
@MechPaul
@TheRoaringKitty
Exactly! I have a strong feeling that $ENVX is deeply embedded in the $QCOM ecosystem and could quickly become their go-to battery partner.
We can thank Raj and his years of service at Qualcomm, specifically in the Snapdragon division, for giving
@EnovixBatteries
the inside
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Enovix COO Ajay Marathe Explains the significant advancements of our Gen 2 line $ENVX
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$ENVX 🧨🧨🧨
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$ENVX Ramping up 🚀🚀🚀
$envx Another job posting that signals Enovix is positioning staff for high output volume.
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@adamElkkkk
$ENVX 🧨🧨🧨
We should know soon regarding AR glasses. $META $SNAP
#Samsung
are unveiling their next-gen glasses between now and October.
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@Seymour24037540
@TheRoaringKitty
$ENVX BREAKING NEWS!!!!
$QCOM
#Snapdragon
$META 🌙🌙🌙
@Snapdragon
asks the question:
"A friend wants to buy their first Snapdragon powered device. What should they get?"
@Snapdragon
LIKES
@LeiGarcia90661
's answer:
"meta orion glasses with enovix battery"
VERIFIED
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103 DAYS...BOOM
#SnapdragonSummit
"The
#Snapdragon8Gen4
is rumored to utilize high-density silicon batteries. Given Raj Talluri's previous role heading the Snapdragon division at $QCOM, there is speculation that $ENVX's advanced battery might be integrated into this new chipset."
$ENVX- how did I miss this earlier!? Damn it Twitter!! After obsessing for 72 hours (didn’t go to work), I am very bullish. Bought stock @ $17.
My guess is that $ENVX is 15-18 months from revenue but 9-12 months from news about revenue. Hopefully stock will sell off soon!
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Don't sleep on $ENVX
#MilitaryContract
🧨🧨🧨
"Military qualification processes, particularly for batteries, can take up to 24 months..."
"Since pre-production and initial testing likely started over a year ago, Enovix should be nearing the final stages of the qualification
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$ENVX TJ Rodgers:
'[W]e will not hesitate to defend ourselves vigorously by promptly bringing a claim for libel in which we establish that your statements against the company were made with a reckless disregard for the truth.'
T.J. Rodgers Responds to Reporter Doing Enovix “Investigation”
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#EnovixShorts
#RIP
☢️☠️
#ShortSqueeze
📈
Shorts are skating on very thin and melting ice. Their days are numbered. At least two dozen companies and several sovereign wealth funds will be taking a second look at $ENVX
#StrategicAcquisition
⏳
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$ENVX
@TheRoaringKitty
🚀🚀🚀
$envx 50MM+ shares short now eyeing that rapidly shrinking exit door..
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#Snapdragon8Gen4
represents a significant technological leap, especially with its rumored use of silicon batteries. If these rumors are confirmed and $ENVX is the supplier, it could have substantial positive implications for the company's market presence and stock performance. 📈
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@TheRoaringKitty
$ENVX is primed and ready to rip on ANY POSITIVE NEWS from
@EnovixBatteries
🧨🧨🧨
#BULLISH
📈📈📈
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$ENVX
BUY THIS MAN A BEER!!! 🍻
"$25 by end of week...no resistance above"
$ENVX $25 by EOW
4 hour macd says it all. no resistance above.
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$ENVX
#ShortSqueeze
#BullishAF
🧨🧨🧨🧨
💰💰💰💰💰💰
EX2-M 🔋🔋🔋
We already built early prototype batteries that have VALIDATED OUR HIGH-ENERGY DENSITY by utilizing NEXT GENERATION CHEMISTRIES!!!
$ENVX EX-2M -- Targeted high-energy density has been validated. 👇
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@mcinnes_danny
@EnovixBatteries
@rajtalluri
Two weeks ago I reached out to mega-cap tech company with best AI on planet. They requested a meeting with
@EnovixBatteries
to collaborate and scale next-gen batteries...assuming
@rajtalluri
closed the deal, then $ENVX will either be acquired or trading north of $500 imo NFA/DYOR
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Samsung unveils 'AI-powered' phone: 'They're powered by Qualcomm's most advanced chips called Snapdragon'
#AI
$ENVX ???
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$ENVX Management is firing on all cylinders. EX2 is expected in Dec. EX-2M🔋 separates the men from the boys with regards to what 3D architecture can do w/ 100% silicon vs. sprinkling in 8% silicon like CATL Glacier 🔋
Enovix is proving itself to be the leader in battery tech
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$ENVX 🚀🚀🚀
$AAPL $AMZN 👀
Likely referencing Apple...known for its mixed reality headset developments and is a leading tech company based in CA
Amazon has a significant presence in the IoT space with products like the Amazon Echo, which has tens of millions of users globally.
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"We believe $ENVX is targeting the announcement of two EV MOUs in 2023" 👀
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$ENVX
"The potential is generational for the next 5yrs. I don't see anyone competing with ENVX. All it takes is one large phone to send this to the moon and give a huge competitive advantage as 1st adopter until other companies play catch up and lose market share... Beautiful!!"
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Like this tweet if you think electric school buses should have $ENVX
#BrakeFlow
to prevent 🔥🔥🔥
@ridezum
@ritun
@rajtalluri
50-year-old mom built a $1.3 billion startup inspired by unreliable school buses: It was ‘an aha moment’
Battery without
@EnovixBatteries
’ BrakeFlow technology vs with BrakeFlow:
Like to see what happens 🔥
#BrandedFeatures
$ENVX
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"South Korean investment firm, dramatically increased its position in ENVX by 2,228%"
"Samsung C&T, a subsidiary of Samsung Group, is the largest shareholder" 🧨🧨🧨
$ENVX
#Samsung
🚀🚀🚀
$ENVX....Mirae Asset/Samsung!
In-Hwan Doh
@doh_inMirae
Asset, a South Korean investment firm, dramatically increased its position in ENVX by 2,228%.
Even more interestingly, Samsung C&T, a subsidiary of Samsung Group, is the largest shareholder of Mirae Asset.
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@keeganm5858
@AustinTrupp
@TheRoaringKitty
@EnovixBatteries
Bookmark this post. In all seriousness, I believe $ENVX has real potential to be $300+ five years from now. This setup reminds me of when I went all-in on $TSLA back in 2015.
NFA / DYOR
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$ENVX BATTERIES COMING SOON!!
‘We’ve seen a BIGGER ACCELERATION of the number of customers evaluating our technology. IN THE BACK HALF OF THIS YEAR we'll start seeing customers put PRODUCTS INTO THE MARKETPLACE WITH OUR BATTERIES IN THEM’
- Ralph Schmitt
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@Seymour24037540
@TheRoaringKitty
This 👇👇👇
$ENVX is BY FAR my biggest holding, so I don't say this as an uninterested party... I'm convinced this is triple digits by 2026, DON'T FLIP FOR PENNIES , this could be the next $NVDA type run. We're executing and about to land some big customers, know what you own!
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#EnovixBulls
$ENVX 🔥🔥🔥
'We believe Enovix can be recognized as a clean AI play...and there is currently no AI premium in the stock.'
'Batteries with ENVX's capability will be required for $AAPL Vision Pro and $META Quest Aspirations. Period.
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@Seymour24037540
@MechPaul
@TheRoaringKitty
$ENVX $QCOM
#BullishAF
#ShortSqueeze
Snapdragon summit Oct 21-23 is gonna be lit!!!
#MegaShortSqueeze
📈📈📈📈
I'll be watching this Oct 21-23 conference closely to see if there's any clues on $QCOM partnering with $ENVX . See the thread 👇for more details:
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Plenty of chatter on CATL Glacier🔋. It's worth noting CATL is limited to ~8% silicon vs. $ENVX 100% w/ 3D ARCHITECTURE. Glacier battery will hit MAX DENSITY WALL whereas $ENVX 3D 100% silicon will KEEP GETTING BETTER!!
EX-2M already CRUSHES glacier with 30%+ DENSITY!
#BULLISH
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$ENVX 📈 EX2M is coming 🧨🧨🧨
#ShortSqueeze
#GetShorty
"...in order for customers to even get EX2M batteries, they'll probably have to sign on for EX1M."
"I'm looking for some upside upon the announcement that EX2M is sampling, which should happen within the next 30 days."
$ENVX Enovix Envx
I think it's important to realize that when Enovix samples EX2M, the customers will fully understand that they have to be on the Enovix train.
Enovix will have limited general battery supply relative to the 1200 Million annual cell phone battery market for a
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$ENVX
#AI
@rajtalluri
👇👇👇👇
"...but it's the robotics era, which is coming within a decade, that could potentially put ENVX into some kind of league unimaginable at this time...ENVX could become some kind of $NVDA of its segment."
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$ENVX Enovix stock is very bullish. The chart below indicates $27/share near term. This stock is going much higher. People really like investing in Enovix. Many people think this stock is going to $100 🧨🧨🧨
$ENVX BO Triangle & bounced off
#pitchfork
median with volume increasing since ABC bottoming. Macd & RSI also break higher away from the bullish line. The next target will be the 0.618 retracement at 27.
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#EnovixTrollAlert
$ENVX
This fungus masquerading as a troll sold her shares at $17 and has been shitposting ever since. Her stated goal is to drive the stock price down so she can repurchase shares after mistiming the bottom. She’s desperate to get back in. CaveLiar also goes by
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$AAPL $ENVX
@FLGa8ors
@banrube
@bodosyumyums
@joceyreyes209
Apple doesn’t have to start with iPhones. They can start using Enovix batteries in their watches, laptops and/or iPads. The ramp up period for all of their iPhone batteries will take a few years and a large amount of investment. Neither should not be problematic.
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$ENVX
#ShortSqueeze
🚀🚀🚀
"TJ Rodgers and John Doerr were investors in ENPH low single digits in 2017. Looks like they are taking 20 million of the offering combined." 🧨🧨🧨🧨
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#EnovixBulls
$ENVX 🔥🔥🔥
Big fan of Enovix! Love the tagline "Just in time for the future" and to me ENVX is "just in time for my retirement" 🥰
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@Seymour24037540
@MechPaul
@TheRoaringKitty
It's no surprise that Akshay Agarwal (Director of Technology Partnerships at Google) is liking $ENVX CEO Raj Talluri's LinkedIn posts. There's a strong possibility that Google, Samsung, and Qualcomm are collaborating with $ENVX to power their upcoming AR glasses and various IoT
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$ENVX
@rajtalluri
📈
It may be time for a new podcast:
@TsnycTsnyc22
@rajtalluri
Broadly agree with you Steve. As great as the detail and transparency on Gen2 has been, there has not been enough comms on customer engagement. This has in fact been the case since the Q1 '23 cc.
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Who's losing market share and needs the one battery to rule them all???
#SAMSUNG
$ENVX
$ENVX Global Smartphone Shipments Market Share (Q4 2023). 323.2M units were sold worldwide. Xiaomi sold 40.7M units. Landing Xiaomi as a customer will drive significant growth and lead other key OEMs to use Enovix's batteries.
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$ENVX
#EnovixBulls
🔥🔥🔥
'company has never looked better. another good ER and the market starts to realize that Raj and the Enovix team are the real deal firing on all cylinders. I think we see a new all time high this year.'
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$ENVX
@rajtalluri
@EnovixBatteries
Apple might have to make iPhone batteries easier for users to replace, EU rules
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$ENVX
"Need design wins in the coming weeks to preserve steady gains. Lots of hype and potential, but continued progress needs to be shown. Still incredibly bullish long term. This stock will hit $100+"
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@Seymour24037540
@TheRoaringKitty
Yeah, I'm sure it's nothing LOL 🤯🤯🤯
$QCOM's Snapdragon account ❤️ the following post:
"Meta Orion glasses with Enovix battery"
$ENVX $META
#Snapdragon
🔋🔋🔋
#BullishAF
🚀🚀🚀🌙🌙🌙
$ENVX sorry posted this back in the community before. I completely missed this. Sure it’s nothing 😂🔥
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Vision Pro led Samsung to reboot VR headset plans. It's now targeting end of 2024 👀 🧨🧨🧨 $ENVX
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$ENVX
#Snapdragon8Gen4
Who will produce these batteries???
'Elentec may be indeed Enovix's Foxconn! Have you looked at the map on Elentec's website?'
#Elentec
#Koses
#Korea
$ENVX 3/7
But compared to Elentec, Routejade is a dwarf. Elentec may be indeed Enovix's Foxconn! Have you looked at the map on Elentec's website? The list of companies below it also leaves little to the imagination. What is particularly striking is, in addition to Apple, DELL
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$ENVX
"Snapdragon is widely used across various smartphone brands.
#Snapdragon8Gen4
is expected to power flagship models from major manufacturers, including Xiaomi, OPPO, OnePlus, Realme, and others...INTEGRATING ADVANCED BATTERY TECHNOLOGY WOULD BE A SIGNIFICANT SELLING POINT."
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$ENVX
#Gen2
Gen2 is a MEGA CATALYST for the company and its stock price. We expect management to fully sign off by August, with machines likely arriving in SEPTEMBER. Once the Gen2 Agility Line is up and running, hold on tight.
Check out the YouTube video below:
Enovix COO, Ajay Marathe, breaks down the difference of our Gen 1 versus Gen 2 equipment and how Gen 2 will enable our journey to scale. Check it out here 👉
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$ENVX
"...by the time of the Q2 earnings call they will announce completion of SAT as well as samples being shipped from Malaysia to cell phone OEMs. One more month to a lot of positive reinforcement - be patient, we could see a $25 share price in August."
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$ENVX
#Brakeflow
#MilitaryContract
📈📈📈
#Bullish
🧨🧨🧨
"We've been working with the U.S. army...we have shipped quite a few batteries to them, and that contract is going well."
👇👇👇
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@rajtalluri
will forever be known as 'Breaker of Shorts' if he announces YBS deal next week. Shorts are trapped and on the ropes. This could be one for the ages. Mega news drop here sends chart parabolic...
$ENVX
#ShortSqueeze
#MeltUp
#BreakerofShorts
$ENVX Short Squeeze potential (if you missed it last week)
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$ENVX
Look at the names who are in this stock for a moment. Im not talking about Vanguard and Blackrock...Look closer. Those names aren't in it, "Just because"...And, via the conversations I've had over the last month or two, you're about to see some pretty meaningful names added
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#EnovixBulls
$ENVX 🔥🔥🔥
"Any price under 20 is a fucking steal. This stock will retire people over the next decade..."
@ENVXmoonshot
Any price under 20 is a fucking steal. This stock will retire people over the next decade
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