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@mcinnes_danny Avatar @mcinnes_danny Danny McInnes

Danny McInnes posts on X about enovix, $envx, $cccx, $oust the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks finance

Social topic influence enovix #38, $envx #38, $cccx #35, $oust, mother of, money, over the, stocks, has been, positions

Top assets mentioned Enovix Corporation Common Stock (ENVX) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI)

Top Social Posts #

Top posts by engagements in the last XX hours

"@awackywabbit The guy commenting on $OUST thinks it might turn profitable in Q4. Don't see that at all unless there is the mother of all blowouts on revenue in Q3 and Q4 reporting. Your thoughts"
X Link @mcinnes_danny 2025-10-08T06:59Z 3225 followers, XXX engagements

"@rabbitHoleGoe 'Here' as in $CCCX or $ENVX"
X Link @mcinnes_danny 2025-10-13T17:44Z 3226 followers, XXX engagements

"@DrChrisParry The SNP does not speak for Scotland. It likes to think it does but it does not. This Scot supports Israel's right to exist and defend itself from threats to its citizens"
X Link @mcinnes_danny 2025-10-14T11:17Z 3227 followers, XXX engagements

"@eenLien @rabbitHoleGoe Absolutely not. This is not going to be a case where suddenly out of nothing a huge order for millions arrives. That is not how the battery industry works"
X Link @mcinnes_danny 2025-10-09T18:58Z 3227 followers, XXX engagements

"@kelpieforest I will never short Enovix cause I don't do shorting. Most of my money is far more gainfully employed in companies that are a) executing and b) have much more attractive valuations"
X Link @mcinnes_danny 2025-10-09T14:48Z 3227 followers, XXX engagements

"@1_1savedbygrace I think I've made it pretty clear Daniel. Just check the Enovix related posts in my profile. I do not trust this team any more"
X Link @mcinnes_danny 2025-10-11T19:01Z 3227 followers, XXX engagements

"Then how did you think they were going to achieve 'high volume production' in '25 This was based on their lead OEM and the design win (for EX-1M) announced on XX Oct '24. My expectations here were based on testing of EX-1M from Q3 through to Q2 leading to an order in Q3. Not unreasonable imo. And you'll remember EX-1M was sampled even earlier (Q2) from Fremont"
X Link @mcinnes_danny 2025-10-09T15:21Z 3224 followers, XXX engagements

"Even before I turned more negative on Enovix I argued that to be competitively relevant in the smartphone market Enovix would need A LOT of lines. What is true scale in the smartphone battery market when the demand is over 1B units p.a. 'The challenge with breaking into the smartphone battery market is that having great technology is not enough. You also need very large scale to be seriously competitive to be really relevant. Finance guys talk about scale as being when unit production costs flatten out and that will start to happen for Enovix between X and X lines but we're talking about"
X Link @mcinnes_danny 2025-10-12T10:41Z 3225 followers, XXX engagements

"So there are X weeks now till the proposed US response kicks in. Enough time for something to be worked out between the bureaucrats on both sides. Trump will hail a victory but I imagine Xi will end up being the net gainer. No one will care though as long as the market goes back into overdrive"
X Link @mcinnes_danny 2025-10-11T09:26Z 3215 followers, XXX engagements

"So I'll answer my own question since you've side stepped it :) Eventually it might be 'critical' but not yet. And yes I've asked AI the question as well and there is a possible trajectory that even leaving aside the issue of criticality in a wider market sense looks good for investors. The caution here is that lift off doesn't happen till 2027 and more likely '28"
X Link @mcinnes_danny 2025-10-12T11:35Z 3226 followers, XXX engagements

"$ENVX Enovix has enjoyed a decent run up over the last few months and there are growing expectations of an order from a smartphone OEM. My own view is that it will come but not until after Q3 reporting. People will rightly say that 'manufacturing is hard' but notwithstanding that Enovix's execution has been abysmal since it went public over four years ago. This has become a 'never ending story'. That needs to change fast. Price drives sentiment but Enovix's recent SP rise has occurred largely because we're in a bull market. Here are the X month and X month SP growth levels for a few other"
X Link @mcinnes_danny 2025-10-09T13:25Z 3227 followers, 12.6K engagements

"$ENVX It's a funny old world. Several weeks ago I posted about some intel I had on the subject of Enovix's patents and I invited folks to dm me if they wanted to get the background/source info. I only had X guys ask me about the patents and I had to open up dms to all to enable one of them. Cue - lots of dodgy dms :) Not great. These are my settings. If you're not 'verified' but really want to dm me let me know"
X Link @mcinnes_danny 2025-10-11T13:37Z 3226 followers, 4266 engagements

"@1_1savedbygrace Mute Not at all although there are probably a few who wish I'd f**k off altogether :) If you want to dm me let me know and if I have to change settings that's what I'll do. I did it a while back and got some assholes abusing the opportunity but you're one of the good guys"
X Link @mcinnes_danny 2025-10-11T13:05Z 3226 followers, XXX engagements

"@eenLien Fair point :) There was no question. There was a counter view which you chose not respond to which is fine"
X Link @mcinnes_danny 2025-10-12T12:00Z 3226 followers, XXX engagements

"@eenLien @rabbitHoleGoe I am not miserable because I have a bunch of other great investments to focus on. The hardest thing about Enovix is that I no longer trust this management team. They cover up obfuscate and keep on raising cash to keep the show on the road"
X Link @mcinnes_danny 2025-10-09T19:12Z 3227 followers, XXX engagements

"$CCCX $ENVX Not your average SPAC. A quantum computing and quantum sensing company that has better numbers than both $IONQ and $RGTI also arguably better tech than either of them and is currently valued at a small fraction of both even after it's recent (and ongoing) run up. $30M cash burn p.a. is relatively low and supported by generating positive gross margins across sensing and software parts of their business. Interesting comments also about what the CEO sees as the likely first truly commercial application of quantum computing: "someone's going to use this in some kind of photovoltaic"
X Link @mcinnes_danny 2025-10-13T17:38Z 3227 followers, 5264 engagements