@doh_in @eenLien @mcinnes_danny re: $ENVX Fab2 Agility Line UPH: Is it 100 or 900uph? Can see there is a lot of "daylight " between our estimates. Our 900uph estimate was from memory of what Ajay said in one of the previous quarterly earnings CC Q&A. Will try to find his comment in the CC replays.

@eenLien @mcinnes_danny We assume that $ENVX could use the Fab2 Agility Line for the smaller production runs. Agility Line’s line-speed around 900uph can handle job sizes around 10k batteries in one day. 10k probably is enough to cover “production prototypes” in Consumer Electronics.

@eenLien Ajay’s knows “Who’ Who” in Malaysia In a similar way: Raj’s relationships in the cellphone industry, opens doors to the top levels of management at the OEMs. Ajay & Raj, both of them facilitated $ENVX ‘ path to commercialisation.

@eenLien Adding, a world-class CEO $ENVX, Raj Talluri , responsible for strategic realignment: “from a horizontal business strategy focused on serving hundreds of customers … to a vertical business strategy focused on a smaller group of very large customers”

@RocketPenguin75 Doug, Wishing you a speedy recovery, friend. We will be right here when you get back. 4xFouriers

AR real-time voice captioning glasses by Hearview AI AI at the edge…Where people live. Where $ENVX lives.

@bleacherbum23 @eenLien Corporate accounting at $ENVX has multinational complexity, with location-specific accounting requirements for each country where they have a presence. U.S. GAAP compliance + India accounting + Korea acct. + Malaysia acct. + & possibly China Likely requires more accountants.

@doh_in @RocketPenguin75 More accurately a combination of time-sensitive or security-sensitive apps migrating from the servers plus new device-specific AI features, on the mobile devices at the edge. Powered by $ENVX

@RocketPenguin75 Good sign that the $ENVX trading volume was not excessive today. It could be that the DeepSeek market selloff threw us a gift in $ENVX . Of course, it is only later, that we will know for sure.

@stefanpu13 @Richard_X_Roe @Sanddorn88 @banrube @stokieindorset Good point. Post-installation support and service typically is a component of mfg. eqpt. contracts... such as the $ENVX / KOSES contract.

DeepSeek - AI Assistant is available as a …. CELLPHONE App. Power-consuming AI Apps running on cellphones are one of Raj’s selling points for $ENVX batteries. DeepSeek is likely to be more beneficial than detrimental to his use-case.

@RocketPenguin75 Including $GEV U.S-centric energy, Buy the Dip. reported earnings last week

$ENVX

@RocketPenguin75 Agree. The upcoming earnings call $ENVX will have lots of good stuff to report: The MAJOR milestone: No longer having to talk about the “concept” of making batteries. From now on $ENVX will talk about “actually” making commercial batteries. They made it across the desert.