Football Guy's Guy
@bleacherbum23
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Baseball and football nerd. $ENVX and $BYON
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@stoolpresidente
Hi, I’m Sam, my teammates call me Bozo. I’m a D1 hockey player and my brothers love me. Can I be a barstool athlete?
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@CourtneyRCronin
this is an absurd answer. is this Nagy or Trestman responding? I mean my god. He didn't need a breather, he is your best player.
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@NBCSBears
Shut up and play better. We Bear fans can boo for the horrendous performance you guys collectively displayed on Sunday to our supposed arch rival.
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$ENVX from the Morgan Stanley 11th Annual Laguna Conference, here are some of the main takeaways:
-Adam Jonas had very complementary things to say about Enovix to open it up - and I mean very complementary things, emphasizing how safe Enovix is.
-Adam and Raj had a
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$ENVX finally was able to go through the transcript of the interview
@rajtalluri
did with
@SumZero
. It was fantastic to say the least and excellent job to
@rajtalluri
Here are my notes from it:
Background and Move to Enovix:
-Spent most of his career in chip development for
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$ENVX in the Journey to Scale Podcast with Ajay Marathe, COO, here are some of the highlights:
-We are in the middle of the FAT. The machines are ready.
-The equipment we have is in four zones: zone 1 is the laser patterning (supplier in Asia and was ready 2 or 3 weeks ago),
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$ENVX think about this: with earnings a little more than a week away, Raj could have waited to announce this on earnings day. However, they chose before earnings, signifying something larger will be announced during earnings.
@AlderLaneEggs
@joceyreyes209
@scottbedford
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$ENVX further takeaways from the Routejade acquisition and presentation from
@rajtalluri
:
-This acquisition will eliminate Enovix's reliance on third-party coating houses, allowing them to have more control over material quality and costs.
-The acquisition also brings two
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@xfl2020
No tie. It takes away the fun of the game when there is no winner or loser. I either want to feel uplifted with a win or the heartbreak with a loss, not the confused feeling of a tie.
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$ENVX Raj specifically said: “This shift has been informed by our strong engagement with leading smartphone OEMs who we anticipate having high volume needs for our battery in 2025 and, in turn, qualification samples in the near-term.”
This is MAJOR.
@joceyreyes209
@AlderLaneEggs
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$ENVX applied for two patents today. The first patent is entitled "Cell Formation System Including Compression Fixture for Lithium Containing Secondary Batteries" and the second one is "Methods of Forming a Secondary Battery Assembly". I have summarized both:
(1) Cell Formation
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$ENVX this is worth a read and listen from Adam Jonas, Head of Global Auto & Shared Mobility Research at Morgan Stanley (MS), ahead of
@rajtalluri
's presentation at the MS conference on September 14, 2023. Morgan Stanley owns roughly 3 million shares of Enovix, but has not
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@mattzahnsports
@ErikLambert1
@cbschicago
This is wildly insane they have to text about their energy. Just tells you where this organization is. A joke.
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$ENVX "Our challenge right now is the number of the opportunities we have." - Raj. That is incredible to hear.
@AlderLaneEggs
@joceyreyes209
@scottbedford
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$ENVX imagine waking up tomorrow to see the stock up 40%, or higher, based on the news this evening, the earnings call, and on higher re ratings by the institutions. I hope all short $ENVX can’t sleep at all tonight.
@AlderLaneEggs
@joceyreyes209
@scottbedford
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$ENVX THREAD - The Chairman of EDOM Technology said this about Enovix batteries: "We believe Enovix batteries deliver competitive, high-quality energy storage solutions, making it a good fit for the expanding wearable and IoT markets. We look forward to working with Enovix..."
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$ENVX on the massive news this morning,
@rajtalluri
said: “This achievement marks an important milestone in our journey to scale and is just the beginning of our customer design wins, further validating the positive impact Enovix technology can have on people's day-to-day lives."
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$ENVX It has been reiterated on several occasions by
@rajtalluri
and Farhan that governments are showing interest in funding Gen 2 lines, provided that Enovix has a footprint in their respective country. With the recent acquisition of Routejade, Enovix has now established a
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@WContreras40
He was trying to hit a homer in the exact same location you hit it in your first at bat! 💪
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$ENVX has been awarded a new patent this morning entitled "Apparatus, Systems and Methods for the production of electrodes, electrode stacks and batteries" and the document/patent number is: US-20230268556-A9.
Here is a brief summary: "An apparatus designed for merging webs to
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$ENVX some significant information in this PPT:
1) Penang, Malaysia is a confirmed location in this PPT
2) More than 150 patents issued, and 150 pending patents
3) Actively working with industry leading OEMs to extend into the EV market - Focus on JV/Licensing
...Continued
Co-Founder & Technical Advisor Ashok Lahiri spoke at AABC Europe, describing how Enovix battery cells are designed to deliver excellent thermal performance 👉
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$ENVX In the press release regarding Enovix India in Hyderabad, Enovix will be "develop[ing] advanced models to predict battery performance and support next-gen battery manufacturing and design." This has massive upside.
@AlderLaneEggs
@joceyreyes209
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@TimJDillon
The late night shows are so funny. I just sit around all day waiting for them to come on because I truly think they are the most revolutionary shows I have ever witnessed.
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$ENVX For those wanting to know more about Routejade, I found this very helpful slide deck Routejade created in 2021 and have summarized here:
1. Company Introduction: Routejade, established in March 2000, has emerged as a distinctive lithium-ion battery manufacturer,
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$ENVX is hiring a position "Buyer" in Penang, Malaysia. This position will "execute purchase orders and support the Procure to Pay process and manage the suppliers to support the Procurement function within the company." Manufacturing scale is coming.
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$ENVX here are some of the highlights from the Journey to Scale podcast with
@rajtalluri
on the Strategic Acquistion of Routejade:
-Raj highlighted the acquisition of Routejade as a strategic move for Enovix to achieve vertical integration, crucial for scaling operations.
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$ENVX the India battery market report is out:
Interestingly enough, the Indian battery market is estimated at $16.77 billion USD in 2023. By 2028, the battery market in India alone is estimated to reach $27.7 billion USD.
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$ENVX this morning, Enovix applied for a patent with the United States Patent Office entitled "Constrained Electrode Assembly", which is Patent Number US-20230307714-A1. Here is a summary of that patent:
-Rocking chair or insertion secondary batteries are a class of energy
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@CourtneyRCronin
Oh yeah? Just like you guys were ready for week 1? Just quit saying you are ready and go win a game.
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$ENVX a bunch of new jobs posted in Penang, Malaysia. One of my favorite has to be for the Statistical Process Control Staff Engineer, with the job description including this: "Enovix is seeking a Statistical Process Control Staff Engineer to enable an effective SPC
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$ENVX is anyone putting together why
@rajtalluri
will make a powerhouse research center in India. All the pieces to the puzzle are there for $ENVX.
@AlderLaneEggs
@joceyreyes209
@scottbedford
INDIA GOVT: PRIME MINISTER NARENDRA MODI MET FOXCONN CHAIRMAN, WELCOMED CO'S PLANS TO EXPAND SEMICONDUCTOR AND CHIP MANUFACTURING CAPACITY IN INDIA
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$ENVX 1/4 since the beginning of this year, Enovix has been awarded 20 patents by the United States Patent Office. Out of those 20 patents, four of them are specific patents around three-dimensional batteries.
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$ENVX this interview with Canaccord Genuity that
@rajtalluri
and Farhan conducted was truly outstanding and is a must listen. Just so well done and please more of this. The ability to create a vertical business and help out every cellphone manufacturer is a brilliant business
Hear from Dr. Raj Talluri, President & CEO, and Farhan Ahmad, CFO, in a fireside chat today with Canaccord Genuity analyst George Gianarikas, discussing the company’s strategic realignment of Fab1.
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$ENVX the timing of this is notable, as it is right ahead of the Morgan Stanley talk.
@joceyreyes209
@AlderLaneEggs
We've kicked off the next milestone on our Journey to Scale beginning Factory Acceptance Testing on our Gen2 equipment. We'll dig into the details with Ajay Marathe, COO of Enovix, on our podcast launching September 13 👉
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$ENVX today is a big day for Enovix today at the Morgan Stanley 11th Annual Laguna Conference. It starts at 2:05 EST and here is the link:
Good luck
@rajtalluri
and we hope you knock it out of the park.
@jmalchow
@joceyreyes209
@AlderLaneEggs
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@BarstoolBigCat
That was wild man. Like that goes down in barstool history as a top 10 moment. Wild.
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$ENVX
The silicon anode battery market is projected by Future Market Insights to garner $131.6 billion in 2033, recording a CAGR of 47.5% from 2023 to 2033. A seismic leap coming in the silicon anode market.
@joceyreyes209
@AlderLaneEggs
@rajtalluri
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$ENVX people are sleeping on the general availability of standard IoT and wearable cell press release from almost a month ago. The order announcements should come soon.
@joceyreyes209
@AlderLaneEggs
@rajtalluri
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$ENVX read the filings people: "The information in this prospectus is not complete and may be changed. We may not sell these securities or accept an offer to buy these securities until the registration statement filed with the Securities and Exchange Commission is effective..."
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$ENVX well, what do we have here. Enovix having an EV JV does not seem too far away from high-volume. Look no further than the Cell Design Engineer job they are hiring for in Fremont, with the job description including: "The Cell Design Engineer, Mobility will be responsible for
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@MattPiperJenks
@NjTank99
@FranktheTankpod
@barstoolsports
two legends going at it. things you love to see. never thought you could shed a tear from seeing something this beautiful.
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$ENVX another day, another major accolade.
@joceyreyes209
@AlderLaneEggs
Well done team.
@rajtalluri
@jmalchow
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$ENVX has mentioned Garmin before in their past presentations from February 2021, which mentioned the $ENVX battery adds 16 days to the battery life of the Garmin watch, and the new Garmin Venu 3 smartwatch has a 14 day battery life.
@AlderLaneEggs
@joceyreyes209
@rajtalluri
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$ENVX $GOOGL
Everyone needs better batteries: "After revisiting the Pixel Watch, I’m convinced all Google really has to do is nail battery life. Multiday battery would be ideal, but even getting a reliable 40 hours would be a huge step forward."
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$ENVX Foxconn, the company that manufacturers over 70% of $AAPL iPhones, held a ribbon-cutting ceremony May 15, 2023 on a new $500 million manufacturing facility in Telangana, India, which is will be right outside of Hyderabad where Enovix India is located.
The new factory is
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$ENVX On August 10th, Enovix was awarded a patent for "Electrode Assembly, Sealed Secondary Battery Cell, Battery Pack and Methods."
@joceyreyes209
@AlderLaneEggs
Here is a summary to follow:
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$ENVX The Prime Minster of Malaysia wooing $TSLA further: "Anwar said that Malaysia has the capacity to produce parts of the batteries used by Tesla's electric vehicles...the nation is capable of...attaining the 'end game assembly'." Seize it
@rajtalluri
!
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$ENVX The Samsung Galaxy S24 will have a bigger battery with the base model rumored to have 4,000 mAh battery and the plus model to have 4,900 mAh, and the ultra to have 5,000 mAh battery. Why is this significant? In the Enovix presentation from July...
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$OSTK will turn some heads with the
@BedBathBeyond
acquisition. Just something incredible happening right now.
@AlderLaneEggs
@sortalegendary1
@G4000Sean
@fear_munger
Let me share this again for the people in the back who didn’t see It. Since 8/1
@BedBathBeyond
under $ostk management has seen 138,000 daily active users. A 91% YOY increase!
IMO a line that will blow the quarter to the 🚀 will be the percentage increase of uses in the new
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$ENVX $META and $QCOM signed a multi-year broad strategic agreement in September of 2022 to leverage Snapdragon XR platforms for the Meta Quest Platform. The relationships are deep between
@rajtalluri
and $META.
@joceyreyes209
@marc
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$ENVX on November 7, 2023, Enovix published the patent entitled "Apparatus, systems and methods for the production of electrodes for use in batteries". Here is a summary of that patent:
The patent discusses improvements in lithium-based secondary batteries, such as lithium-ion
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$ENVX there are some incredible jobs open at
@EnovixBatteries
. Connect some dots and read this job description.
@joceyreyes209
@AlderLaneEggs
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$ENVX I have seen FUD around the Factory Acceptance Testing (FAT) not being complete in August. On July 26, 2023, the second quarter 2023 financial results clearly states that "we remain on track to commence Factory Acceptance Testing ("FAT") next month..." With FAT commencing at
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