Doug
@RocketPenguin75
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A passionate investor of emerging technologies. Not financial advice, do your own due diligence.
Joined June 2023
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Congratulations to all $ENVX who bought under $6 in April, we are now up over 100%. There was never a doubt in my mind that this day would come. 🍻
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$ENVX WOW! As an investor I am super happy that I own part of this company. This video is fantastic! Thank you to Raj, Ajay and the whole team for their efforts to get Fab2 up and running. And remember, this is just 1 line, they have capacity for 8 at this factory. 💰🥇🏆🚀
Our operations team in Malaysia is doing an amazing job bringing Fab2 up ahead of our August 8 Grand Opening. See a preview of Fab2 with this short video we shot last quarter!
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Can you feel it? The time has come for $ENVX. There’s a point you reach in a stock where things crystallize, really come together. I remember this point with $TSLA and with $ENPH, I was an early long on both. I feel it now with $ENVX. Theres a tangible shift. It’s here. Let’s go!
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Another stellar close for $ENVX , now showing strength day after day. This stock is checking all the boxes: disruptive tech with huge TAM, A++ management, high volume factory opening, government support, tax free operation until 2039, and 30% short float for extra fuel. Ripper!
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You stick with $ENVX long enough and you see the pattern. The shorts are very good at attacking during Q week. The key strategy is to shape the conversation by getting folks to focus on their talking points and not on the things that really matter. This is designed to instill
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$ENVX Seriously, look at this announcement and think: is Ajay doing this to bring us bad news? No, he is not. We all know what’s coming with this announcement.
A new update is coming next week from COO, Ajay Marathe, on our manufacturing milestones! Subscribe to our channel wherever you get your podcasts 🎧
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Think about this, $ENVX will be able manufacture their batteries in Malaysia tax free until 2039.
‼️‼️ 2039 ‼️‼️
That’s going to look great on balance sheets for a long, long time. The financial implications of this are beyond significant.
Talk about a long hold!
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My thoughts on $ENVX Q2 report and call: A year ago they gave us a plan are now they are delivering on all parts of that plan. Steady, consistent progress and now deals are falling into place and revenue for Q3+4 expected to grow considerably. I’m a very happy investor. A+
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$ENVX 🚨🚨🚨VERY important point here that's easy to miss on the first read through: "We expect significant revenue growth from the first half of 2024 to the second half of 2024."
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I've been investing for over 30 years and I don't think I've ever felt so bullish as I do now after reading the $ENVX Q4 shareholder's letter. This is a powerful statement on their vision for the future. Wow!
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$ENVX I’m getting ready to make a really big buy, just waiting for this to bottom, wherever that point is. I remain extremely confident in Enovix and I’m thankful for another chance to buy at these prices.
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@EnovixBatteries
$ENVX Very important line here:
“By shipping samples within the third quarter of 2024, the Company is on track to commence high-volume production in 2025.”
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$ENVX now up almost 19% pre-market. This is in the zone where the shorts who have 43 million short shares will need to consider covering. We could see a massive rally today especially if the $META and $AAPL investors get wind of this. Dream setup for $ENVX longs! 🚀🚀🚀🚀🚀🚀🚀
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$ENVX From the PR today:
“Enovix also recently completed internal UN38.3 certification for cells now shipping. UN38.3 is the United Nations standard for safe transportation of Lithium-ion batteries and is only granted to products that meet strict international safety and abuse
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So many X conversations this evening on $ENVX . I think 90% of what is being said right now is just BS. I’m happy to wait for actual news from the company itself.
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$ENVX from the shareholder's letter: " recently signed a development agreement with a leading automaker"
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Busy with family lately but wanted to make a quick comment on today. $ENVX is just getting going. The AMA with Raj on Monday will be very informative, and lots of new investors will 👀. I have never been more positive on this stock. Bullish AF ! Have a great weekend everyone 🍻
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Today is the last trading session before the $ENVX Fab2 grand opening event. My thoughts:
- we will NOT learn the names of any customers. They will have private tours
- the video tour of the factory will come out at least 24 hours after the event. Editing takes time.
- we WILL
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Monster close for $ENVX for a monster bull pennant. Also.... did you notice the >30% short interest?
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Just in case you missed it, Ajay said that during the $ENVX Q4 call on Feb 20, he will give a live demo of the Gen2 equip. They will also record a video tour of the factory to be released with call. I have a feeling those videos are going to be special. Ajay seemed very proud!
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$ENVX saying it's working with $AAPL without saying its working with Apple:
Enovix Signs Agreement to Deliver High-Performance Batteries for Mixed Reality Headset
Check it out! 👉
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$ENVX hey
@rajtalluri
please give Ajay a big thank you from the investors, his work is phenomenal. Superstar A+
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$ENVX is just getting started! Look at what happened last June. Now think that the company is in a much better situation now: Gen2 proven, Fab2 is opening, agreements in place for both phone and EV. Everything is coming together 🚀🚀🚀
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$ENVX Does someone know something? If so, what could it be? My guess is an imminent announcement of agility line SAT completion and/or HVM line FAT completion. Another possibility is the rumored 2nd development agreement with a phone company. Not a good time to be short.
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I wonder what goes through the mind of the $ENVX shorts when they watch the Fab2 video that dropped today? Hmmmmm…
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$ENVX closes over $18 on a Friday. Shorts got all weekend to think about what happens next!
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$ENVX already makes up a disproportionately large % of my growth portfolio. I'm seriously considering buying another bunch at these prices. I have never before felt so confident about a volatile growth stock. I am struggling with my want to buy and my rules to stay diversified.
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@BrianOkin
@JahredAlmighty
$ENVX It’s important to understand what the units mean. mAh is a measure of how much energy is stored (and can be released) by the battery. By itself, this does not mean a battery is good or bad. You can have 5000 mAh in a huge battery or a small battery. It’s just a measure of
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$QCOM $ENVX 👀 “the Ace 5 Pro will be equipped with Snapdragon 8 Gen 4” and “OnePlus Ace 5 and Ace 5 Pro are rumored to have high-capacity silicon batteries”
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$ENVX So much BS on X this week. Lots of nonsense and disinformation. My advice to folks is to do your own DD and pay close attention to what the company is actually saying, planning and doing. Come to your own decisions.
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The crazy part about $ENVX is how few people know anything about it. This is one of those rare opportunities investors dream of, a market disrupting technology that has just proven it can be built at scale but the average investor has never heard of it. Multi year hold for me.
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$ENVX has 51% institutional ownership and 19% insider ownership. Think about it. I like
those numbers.
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$ENVX I just listened to the podcast and Raj answered all of the questions I had. I’m feeling good about the plan and I remain very bullish on ENVX. I will continue buying. Thank you
@rajtalluri
for clearing this up.
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I loved the $ENVX AMA and plan to buy the hell out of this dip on open today. I don’t think we will see insider buying soon because they have material non-public information (name of EV company). I remain beyond bullish on ENVX and expect a steady stream of good news through 2024
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Nasdaq updated info on $ENVX short interest. Increased to 35.7 million shares short, up from 33.9 million. Looks like the shorts are doubling down! This is just more fuel for the rocket. Light the fuse Raj!
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$ENVX shorts need to make a critical life decision ASAP! A further collapse of the markets was the only thing they had left. Now we see the markets are going up and Fab2 is on track for opening in April. The clock is ticking!
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$ENVX As Warren Buffett said “This imaginary person out there -- Mr. Market -- he's kind of a drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he gets really enthused, you sell to him and if he gets depressed you buy from him.” Thank
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$ENVX What a day! Held strong at the finish too! And this is just a taste of what’s coming: Gen2 FAT completed in January, Fab2 factory opens in April, plus maybe customer announcements? On top of it all, the float is 29% short. 🔥🔥🔥🔥🔥
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$ENVX Raj Talluri is the CEO who’s turned the company around. Turns out he’s a smart guy who knows the business of tech very well. Here’s an older article that highlights some of his cellphone work with Qualcomm.
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$ENVX bottom? Or will they hit it again? My cash account is ready, and once I’m convinced the bottom is in I will make one of the most important stock buys in my life. I’m going in big with
@rajtalluri
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lol all the usual shorts out crowing about AH action. I’m totally unconcerned about any drop in $ENVX AH prices. What’s important to me is that the company continues to execute on the plan and is making excellent progress.
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$ENVX getting traction with important industry media. MUST READ article. Expect more articles like this as Fab2 comes online. More media, more word of mouth, more milestones, and before we know it millions of batteries coming from Fab2. Summer and fall are going to be very
$ENVX Raj Talluri, the CEO of battery firm Enovix, is applying his lessons from companies like Qualcomm and Micron to the highly competitive battery industry...makes silicon-based batteries and competes with companies developing new chemistries for...
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$ENVX Connect the dots: beating Q2 production quota, building factory in Malaysia, hiring staff for that factory, purchase orders for factory equipment, partnering with companies in Korea and Japan, all-star management with semiconductor exp. Starting to see the picture yet?
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Today's action in $ENVX looks like it is ready to launch, it's very twitchy with some good bounces. This is especially nice to see considering the state of the overall markets today. We just need
@rajtalluri
to light that fuse with some good news.
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Reminder that tomorrow $ENVX will release an update (via podcast) on its progress on the Gen2 fab equip. Then on the 14th the CEO Raj Talluri will be presenting at the Morgan Stanley conference with coverage by MS suspected. The next 2 days will be very interesting. Stay tuned!
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The old $ENVX short crew is out in force today. Notice how they all use similar talking points designed to steer conversion towards irrelevant minor BS and avoid talking about Gen2 success and Fab2 opening.
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$ENVX shorts are out in force again. Interesting to see a lot of the old short characters back after a period of relative quiet. This time their FUD reeks of desperation. Notice how they try to distract with focus on tiny irrelevant points they can’t verify and refer to old
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$ENVX Enovix CFO Farhan DESTROYS the short thesis right here. ENVX will have no trouble raising non-dilutive funds to build out many additional manufacturing lines. 🚀🚀🚀
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With all the buzz around $ENVX having a sales deal with either $META or $AAPL , it's easy to forget they also have development agreements with a top 5 phone company and tier 1 EV maker. They also produce tax free in Malaysia until 2039. Perfect setup.
ICYMI! We reached a development agreement with one of the top five smartphone OEMs in the world by unit volume. Check it out 👉
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There it is, right from Raj, $ENVX will be licensing it's EV battery production. This is exactly what I expected. It's also in line with my theory that $TSLA is the as yet unnamed EV partner. India will host the next TSLA factory making ENVX batteries.
$ENVX Enovix EV cells are in a conceptual stage, aiming for a TAM by 2040. The concept is developed to a manufacturable level, the OEM then starts producing it itself (= the complete long duration qualification cycle is for the OEM?) This is a realistic look at the Enovix EV work
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@TrungTPhan
Almost made it, I give it 98% American, missing guns and jet planes. Next iteration…
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The volume on $ENVX shows no sign of slowing. We are moving through thin air here on the volume profile. This could hit 17.50 easily by end of day, or go higher if shorts are covering. Don't forget Raj could easily drop more good news tomorrow. Who is the EV partner? tick tock!
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$ENVX updated. 36.8 million shares short with 6 days to cover. That’s like a giant pile of dynamite just waiting for Raj Talluri to drop some spicy hot good news. Institutions still hold 50% of the float while insiders hold 19%. This setup feels explosive.
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Here's a great slide show from Dr. James Wilcox, $ENVX VP of Business Development and Head of Mobility. This is a great primer for anyone who wants a quick summary of Enovix batteries and their plans. Definitely worth checking out:
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$ENVX Well this is very interesting! MIDA staff touring Fab2. Why is that imp? MIDA granted Enovix tax free status until 2039 but they also can award grants and funding to promote industrial investment in Malaysia. Why is MIDA at Fab2 now? It’s probably nothing 😁🚀💰
Enovix Malaysia welcomed the team from the Malaysian Investment Development Authority (MIDA) at Fab2 in Penang.
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$ENVX To all these people asking insiders to buy, they CANT because it’s the quiet period before earnings. They CANT buy until May 1st!
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I’m definitely seeing a lot more international interest in $ENVX . Dutch, German, Italian, Turkish, Korean, Japanese, etc. Feels like exposure and interest are picking up globally. Enovix is still a little known name, but after 8/8 I think the interest will grow quickly.
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Something to watch next week is the $META Connect event on Sept 25 where there will be a big AR glasses reveal. I'll be watching closely to see if there's any mention of what battery will be powering these new devices. Is it $ENVX ?
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$ENVX Looks like the phone battery development is going well: "we made progress with the leading smartphone OEM customer announced in May, completing an important strategic milestone within the development agreement"
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$ENVX Announcing quarterly results early is a very bullish sign and the pre-market prices agree! I'm really looking forward to the video call with Raj and the team, good sign that they want to speak directly with investors.
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Just two trading sessions left before $ENVX earnings call AH on 7/31. I have total confidence in Raj, Ajay, Farhan and the rest of the team. All the data points I can see are pointing to rapid growth for the next 12 months and beyond. Ready to launch!
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$ENVX This explains the YouTube live testing we saw last week. Timing is everything! They did the test of the system on April 11. Then on April 16 FAT success announced. This event was prearranged. I am very confident Raj has good news!
Enovix will host a live “Ask Me Anything” video call with President and CEO, Dr. Raj Talluri at 2:00 PM PT / 5:00 PM ET on Monday, May 6, 2024. Subscribe to ask questions and receive an alert when we’re live! 🔔
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Don't forget folks, $ENVX will be producing its batteries in Malaysia TAX FREE until 2039! 🚀
We are thrilled to announce our Pioneer Status application was approved by the Government of Malaysia for the manufacture of lithium-ion batteries within the country for 15 years! 👉
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I decided to block Eggo man, he was completely clogging up my $ENVX feed with his nonsense FUD. I really don’t like blocking people but he is really just too much. It was actually difficult to navigate with his junk posts filling everything like spam.
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The boss of YBS ( $ENVX partner in Malaysia) said in a recent video they own the land across the street from Fab2. This land was recently cleared of vegetation and leveled. Fab2 expansion coming soon? I think we find out on 8/8 at the grand opening of Fab2.
@ypk
@RiceBucketMedia
@RocketPenguin75
No idea.... but in yesterday's video, Yong said that the opposite cleared vacant plot belongs to YBS....
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I’m getting lots of DM’s today about $ENVX . One of them asked a good question: how could the company turn things around in just 12 months? The answer is new management. Thanks to
@jawwwn_
for the following summaries of some of the key players!
Who is Raj Talluri, CEO of Enovix?🔋
Raj started his career at the Indian Space Research Center🚀working on the problem of spatial localization of satellites as they orbit the earth using stars as guidance in the late 80s.🛰️
Raj earned his Ph.D. in computer vision/electrical
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$ENVX What have we got here? Looks like ENVX has advertised 2 new high level positions based out of India. What other large electronics company is about to begin production in India? $AAPL Exciting!
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I’m seeing a lot of posts today demanding big customer announcements for $ENVX this week. I said it before and I’ll say it again, I don’t think we get a customer announcement now. What I’m hoping for is an update on Gen2 FAT. That’s the next step on the timeline to scale up.
$ENVX had some nice action today, good to see on a no news day. CES is next week, important to keep expectations sensible. I will be VERY happy with an update on the Gen2 FAT as this will prove scale up possible (huge!). I'm not expecting any customer announcements until April.
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I’m not seeing commentary from $ENVX shorts on the Routejade deal and it’s been almost 24 hours. The lack of any kind of criticism is striking. Raj hit a home run with this deal and the shorts are speechless.
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$ENVX Timing is everything. As TJR pointed out in his letter yesterday, enovix shorts have hammered the stock AFTER each earnings for the past 2 years. But yesterday they did it BEFORE the earnings call, and in a massive way that created huge liquidity for a typically illiquid
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$ENVX I’m seeing some confusion around Raj’s reference to a customer requesting a 7000 mAh battery. It’s important to read what Raj actually said:
@CFiedle24879045
We are able to deliver that kind of capacity in a smaller form factor . . Launch next year
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Look at this! $ENVX Shorts still not covering. This is heading to quite the escalation point! When good news comes there will be a reckoning and its gonna be fun 🤑 Long and strong! 💪🚀🔋🏆
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Reminder that Raj Talluri, CEO of $ENVX will be speaking at the Morgan Stanley conference tomorrow. I'm looking forward to hearing what he has to say, especially after hearing the excellent ENVX podcast today.
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$ENVX Is FAT already complete? Quite possibly. From the press release today: "Enovix is on track to complete SAT and produce the first samples of its silicon batteries off its Agility Line in Q2 2024." Note the mention of completing SAT, no mention of FAT. Nice! Looking good!
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I’m heading out of town for a while to spend time with a terminally ill family member. While I’m gone I’ll be taking a break from social media, just checking in on earnings calls. Good luck to all! Live life to the max every day.
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$ENVX Great day with a nice push up into the close. Here are some key points: Samples of EX-1M cells going out to phone makers now. Agility line finishing SAT very very soon, HVM line doing very well in FAT, and tour of Fab2 with PM of Malaysia and customers on Aug. 1st ⬆️⬆️⬆️⬆️
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$ENVX Nice close! Looking good as we close in on the big day! 8/8 is coming soon 🚀
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$ENVX Just finished listening to this call (thanks Jawwwn!) and I'm happy with what I heard. The plan is intact, Fab2 coming along well, and I have no concerns with customers coming onboard. All that is needed is time, I am patient. I bought more at 7.86
Hi $ENVX investors 🔋,
Here is the whole interview of Enovix CFO Farhan Ahmad at JP Morgan’s Industrials conference.
Farhan clears up some questions on EX-1M and their EV strategy.
Will probably need to listen to this one a second time!
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I’m taking a short break from X while I help a family member through a tough time. I wish all the best to everyone!
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@FLGa8ors
Here it is! It’s inevitable that leaks will happen the closer we get to production. $ENVX will produce “lithium-ion batteries for use in Internet-of-Things wearables, two-way radios, smartphones, and laptops” . Confirmation of IoT revenue (Raj mentioned that) but now we see
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$ENVX Note this line in the press release: "Specifically, we see the unique high-rate capability of these batteries that is well-suited for Korean military applications today as also applicable for other allied military customers" Exactly what I predicted! More to come.
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$ENVX Connect the dots folks. Think of all the data points that have been coming together in the last 8 months. Paint the picture, and remember, Raj’s visit to China was so important that he missed the Malaysian PM’s visit to the HQ. What could be that important? Bullish AF !!!!
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$ENVX New short report OTW, but author has already shown its about the past management not the current one. Remember a new CEO and COO were brought in last year to turn things around and they have done an amazing job. This report is about old stories. More fiction pushing FUD
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Think about the posts from Ethan as he documented his work on Fab2. The shorts want you to think that $ENVX Fab2 isn’t happening, but we have 3rd party evidence that it’s going very well. Enovix aren’t building this giant factory for nothing! I think opening day is coming soon!
ENOVIX's battery factory in Malaysia has adopted our distributed fiber optic temperature sensing system, which allows us to accurately detect the temperature at any point along the fiber. This is used to prevent fires and explosions caused by high temperatures.
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@ShaunClarke_
$ENVX Great video, I agree completely. Should go to $17 in days. Will go even higher as orders get firmed up. Everything about this company shows they are about to transition from startup to major manufacturing. It's rare to catch a stock right at this stage.
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What are the odds that we get a press release today on $ENVX completion of FAT/SAT on Gen2 and opening of Fab2? Drop the news midday and then host a YouTube livestream call after hours? On a Friday. We know they tested youtube livestream yesterday and those SEC filings hinting…
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$ENVX has their Q2 earnings tomorrow AH. They do a great live call and take questions from investors and analysts. To watch the call live, register by clicking on the link in the press release below. The call will be recorded for release next day YouTube.
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$ENVX
In this episode of our podcast, we catch up with Enovix CEO Dr. Raj Talluri and discuss his trip to Mobile World Congress in Barcelona and his Fab2 site visit in Penang last week. 🎧👉
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With the Routejade acquisition, $ENVX gets 2 new factories in South Korea, a critical hi-tech hub. Along with that comes staff who have a lot of engineering expertise. In the press release Raj mentioned the staff are already working well together. Value added! Smart deal 🎯
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$ENVX CONNECT THE DOTS FOLKS!
-Grand opening of Fab2 on 8/8
-Malaysian gov attending
-Gov gives Ajay major award
-Building lot next to Fab2 cleared and leveled
-YBS (ENVX partner in 🇲🇾) owns that lot
-🇲🇾 funding agency MIDA visits Fab2
-🇲🇾 gov loves flashy media events
THINK …
Wow, big news for $ENVX COO Dato Ajay Marathe! 🔋
He was awarded a State Loyalty Degree (DSPN) by The Head of State of Penang, Malaysia yesterday.
This Order of Chivalry is awarded to individuals who have contributed honorable services to the State of Penang and beneficial
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With regards to the $ENVX layoffs, it’s sad for those now unemployed, but ultimately very profitable for the company and inevitable once Fab2 became certain. I see this as bullish, a mature management team making tough decisions for the good of the company. Institutions get this.
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Positive news on $ENVX could come any day. Here's what could be coming SOON:
- completion of FAT on the HVM line
- completion of SAT on the agility line
- Fab2 declared operational
- additional production lines
- 2nd dev agreement with phone OEM
- name of EV partner revealed
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The importance of this news from $ENVX should not be underestimated. It shows very clearly that the gov of Malaysia is willing to throw its full support behind ENVX. Shorts should take notice, politicians love these kinds of projects. Watch this space 👀
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$ENVX What the shorts don't understand is that Fremont and Malaysia are just the tip of the iceberg. ENVX is licensing its production equipment. All the big caps can make their own and send pure profit to ENVX. Shorts still don't get what's happening here.
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Notice how certain people show up at certain times? Here’s a good example.
@DaveKrikorian
claims to be a long but if you search for $ENVX in his history you will see he has done nothing but talk crap about the stock. Beware the trolls folks, they love to spread FUD.
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$MS reporting that $TSLA is going to launch a phone. Given that there are already rumors that TSLA is the secret EV partner of Enovix $ENVX it would make sense that TSLA would consider ENVX for their phone batteries. An AI powered phone would want the best battery available.
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$ENVX I'm getting ready to back up the truck here. Just waiting for this to bottom.
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