@taubamush Adam Taub

Adam Taub posts on X about $envx, enovix, $soun, $sym the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

Followers: [-------] #

CreatorRank: [---------] #

Social Influence

Social category influence stocks finance technology brands automotive brands countries cryptocurrencies social networks musicians formula 1 travel destinations

Social topic influence $envx #18, enovix #19, $soun, $sym, ai, $ai, $oklo, $lazr, $plug, $smr

Top accounts mentioned or mentioned by @alphasenseinc @enovixbatteries @secenforcement @waynero11785584 @rajtalluri @terryfied @flga8ors @richardxroe @minsie66 @rocketpenguin75 @robinivski @streamrg @wmthomson22 @hntrbrkmedia @brodyford @jahredalmighty @patriciobrandol @culperresearch @stockjabber @compound248

Top assets mentioned Enovix Corporation Common Stock (ENVX) SoundHound AI, Inc. Class A Common Stock (SOUN) Symbotic Inc. Class A Common Stock (SYM) Sleepless AI (AI) Oklo Inc. (OKLO) Luminar Technologies, Inc. Class A Common Stock (LAZR) Plug Power, Inc. (PLUG) NuScale Power Corporation (SMR) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) QuantumScape Corporation (QS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rigetti Computing, Inc. Common Stock (RGTI) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) Fluence Energy, Inc. (FLNC) Quantum Computing Inc. (QUBT) Karman Holdings Inc (KRMN) Auroracoin (AUR) Amazon.com, Inc. (AMZN) Walmart, Inc. (WMT) Lucid Group Inc (LCID) D-Wave Quantum Inc. (QBTS) QuantumCore (QBS) MP Materials Corp. (MP) Digital Realty Trust Inc (DLR) Baker Hughes Co (BKR) Microsoft Corp. (MSFT) Apple, Inc. (AAPL)

Top Social Posts

Top posts by engagements in the last [--] hours

"SoundHound dropped their 10-Q yesterday which I bet most retail investors wont read. I previously covered their shenanigans and no surprise they continued this Q. Lets dig in on what they wanted to hide in another misleading Q. Another 🧵$SOUN 🐕1/ https://x.com/taubamush/status/1771939191859130665s=43&t=GvsuuneRv06WpfRGQFYpww This past Tues 3/19 @CapybaraShort published on $SOUN (https://t.co/jjyLYWTDd3). Amazingly a sell-side analyst at Cantor downgraded the stock and validated the short reports key points. I've never seen that. Hat tip to TP for this 🧵cc: @CulperResearch @StockJabber 🐕"
X Link 2024-05-11T23:32Z [----] followers, 67K engagements

"Excellent timing by the Saudis the night before $TSLA announced layoffs. "Saudi Arabias Public Investment Fund hedged most of its 4.9% stake in Tesla with the help of bankers at JPM after the market closed on Jan. [--] the FT reported citing four people with direct knowledge""
X Link 2019-01-28T17:01Z [----] followers, [--] engagements

"More autonomous trucking going public via SPAC Embark is the latest self-driving truck startup to go public and is valued at about $5.2 billion in its SPAC deal. The CEO is [--] years old. https://t.co/wuo8h5FcxO Embark is the latest self-driving truck startup to go public and is valued at about $5.2 billion in its SPAC deal. The CEO is [--] years old. https://t.co/wuo8h5FcxO"
X Link 2021-06-23T11:37Z [----] followers, [--] engagements

"If you like $ENVX you're going to really like YBS International $YBS.MK"
X Link 2023-03-29T14:19Z [----] followers, [----] engagements

"Sila Amprius and Group14 - [--] players vying for leadership in silicon battery mkt. Varta & all large Korean / Chinese battery players w/ big silicon R&D efforts. No mention of Enovix here. $ENVX's steel can architecture ngmi for EVs due to weight & cost. https://www.youtube.com/watchv=vj0siYi4h0o https://www.youtube.com/watchv=vj0siYi4h0o"
X Link 2023-04-13T00:21Z [----] followers, [----] engagements

"One of the more nuanced and informative data center calls I've conducted over the past [--] years. @StreamRG $DLR $EQIX $IRM $CYXT"
X Link 2023-05-09T22:47Z [----] followers, [----] engagements

"CNBC - Siebel's favorite network - takes a shot at $AI and the size of its commitment from Baker Hughes $BKR. https://t.co/FTzOraQPVf has been a huge beneficiary of Wall Street's AI hype but short sellers and an investor lawsuit alleging $AI CEO Tom Siebel misrepresented metrics with one of its largest customers threaten to disrupt its momentum. @YasminKhorram reports. https://t.co/gISNFLQGgx https://t.co/FTzOraQPVf has been a huge beneficiary of Wall Street's AI hype but short sellers and an investor lawsuit alleging $AI CEO Tom Siebel misrepresented metrics with one of its largest customers"
X Link 2023-06-01T23:51Z [----] followers, [----] engagements

"Gotions new lithium-iron-manganese-phosphate (LMFP) battery technology purports to improve energy density (Wh/kg) by 26% versus LFP batteries. VW is its largest shareholder. Theyll price at a discount to LFP (on a $/kwh basis). $QS $ENVX $TSLA https://archive.is/hJ47h https://archive.is/hJ47h"
X Link 2023-06-13T02:19Z [----] followers, [----] engagements

"Leaders / laggards in AI and customer intent. Courtesy of @ETRnews $AI $MSFT $AMZN $GOOGL"
X Link 2023-06-22T15:37Z [---] followers, [---] engagements

"C3 has consistently filed with the SEC the amendments to their Baker Hughes JV Agreement but for some reason they have failed to do so with the Jan [----] amendment instead providing summary information on the changes. Any innocent reason for the change in disclosures $AI $BKR"
X Link 2023-06-22T15:51Z [----] followers, [---] engagements

"@compound248 Is Zuckerberg confirming a design win"
X Link 2023-06-28T02:52Z [---] followers, [---] engagements

"$ENVX produced & shipped [----] cells in Q4 '22. The Jan '23 pres projected shipments would 2x every quarter in [----]. [--] weeks later ENVX tweaked '23 guidance to 2x production quarterly w no shipment commentary. For Q1 [----] they produced 12.5k cells but shipped only 3k. Why"
X Link 2023-07-12T14:43Z [----] followers, [----] engagements

"Here's an excerpt from a recently published interview with a former $ENVX engineer. He does not appear disgruntled - quite the opposite. He also says he was not fired which contradicts what some have asserted without tangible evidence"
X Link 2023-07-12T18:11Z [----] followers, 11.4K engagements

"Not all FCF is the same. This is deeply misleading. From 3/31/22 to 3/31/23: Cash (incl restricted and marketable): $3.2 bn declined to $2.8 bn Real estate inventory net: $4.7 bn declined to $2.1 bn Shareholder Equity: $2.3 bn declined to $1.0 bn $OPEN"
X Link 2023-07-24T22:47Z [---] followers, [----] engagements

"I dont know the Cowen analyst and its fine if people want to dismiss his research. He accurately discusses several industry participants all working on silicon including Group14 supplying ATL. ATL is an investor in Group14 and Sila Nano. $ENVX"
X Link 2023-07-22T00:56Z [----] followers, [----] engagements

"The Land Rover in question is from c. [----]. Heres a comparison of the [----] Tesla and the [----] Land Rover. $TSLA"
X Link 2023-07-23T01:52Z [---] followers, [---] engagements

"New mgmt has been in place at $ENVX for 6+ months but didn't address levers they'll pull for a 49% increase in production for Q3 to 36K cells vs run rate Q2 and a 200% increase in production for Q4. They also failed to reiterate their full year target of 180K cells"
X Link 2023-07-27T02:21Z [----] followers, [----] engagements

"I reviewed the sell side notes following $ENVX's quarter and observed that several analysts wrote that the YBS funding was complete. YBS filed the manufacturing agreement with an outline on funding. It reads more like an LOI imo. Filing by YBS here: https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/downloadid=138848&name=EA_GA_ATTACHMENTS https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/downloadid=138848&name=EA_GA_ATTACHMENTS"
X Link 2023-07-27T16:02Z [----] followers, [----] engagements

"Good essay that gets into depth on the Reuters story on misleading range at $TSLA & how Tesla uses DRM to shield itself from scrutiny / flout the law. @doctorow has a deep knowledge of Teslas many grifts. I didnt see any essays on its unholy alliance to China Inc. Is there one"
X Link 2023-07-29T16:27Z [---] followers, [---] engagements

"Who would have thought Nice work @BrodyFord_ n.b. Baker Hughes changed their disclosure in the Q2 10-Q obfuscating their sale for an extra two weeks. Well have to wait a few months to see if they used the extra time to unload more. $AI Scoop: C3 ais most important customer sold more of its stock. Short-sellers have alleged the relationship is deteriorating. $AI https://t.co/3KHNH6Boz9 Scoop: C3 ais most important customer sold more of its stock. Short-sellers have alleged the relationship is deteriorating. $AI https://t.co/3KHNH6Boz9"
X Link 2023-08-04T23:30Z [----] followers, [----] engagements

"Here's the quarterly trend of Baker Hughes' holdings of C3. $AI Who would have thought Nice work @BrodyFord_ n.b. Baker Hughes changed their disclosure in the Q2 10-Q obfuscating their sale for an extra two weeks. Well have to wait a few months to see if they used the extra time to unload more. $AI https://t.co/C0e4rCjzBa Who would have thought Nice work @BrodyFord_ n.b. Baker Hughes changed their disclosure in the Q2 10-Q obfuscating their sale for an extra two weeks. Well have to wait a few months to see if they used the extra time to unload more. $AI https://t.co/C0e4rCjzBa"
X Link 2023-08-08T21:22Z [----] followers, [---] engagements

"But Data centers are real estate and are appreciating assets growing GDP+. They have big downside protection from alt use. Its optimal to be in high energy cost high tax / earthquake risk geos. Old wholesale and colo ones w high PUEs are the best. Said no one ever. $DLR put it in the Louvre $DLR cash from operations covering only 72% of the dividend whilst capex is running at 168% of cash from operations massively outspending cash flow for de minimis growth a lot of mom & pop investors think that dividend is "safe" -- caveat emptor https://t.co/PYuOxC47NH put it in the Louvre $DLR cash from"
X Link 2023-08-11T03:15Z [----] followers, [---] engagements

"Of all of $PLUG Powers bad quarters this one might be the worst yet. Excellent summary of massive project delays performance issues on material handling electrolyzer declines and misleading statements re margins. Also rapid cash burn"
X Link 2023-08-14T03:09Z [---] followers, [--] engagements

"Not so fast. VinFast. I really am rooting for this one as I'd like to see VinFast do for Vietnam what Hyundai did for Korea. But this review is among the worst I've seen for a launch. No shares available today. $VFS https://www.motortrend.com/reviews/2023-vinfast-vf8-electric-suv-first-drive-review/ https://www.motortrend.com/reviews/2023-vinfast-vf8-electric-suv-first-drive-review/"
X Link 2023-08-15T15:58Z [----] followers, [---] engagements

"@stevelevine @semicorporate Lucid is struggling because of price / supply chain issues but also low customer satisfaction. The msg boards have complaints of turtle mode very bad when showing off your new overpriced toy. $LCID had to issue recalls to fix issues and not just OTA"
X Link 2023-08-17T14:21Z [---] followers, [--] engagements

"Good analysis on $DLR when looking at the portfolio on a per MW basis which makes sense given the cost to build is typically on a per MW basis (with a lot of nuance). 2N configuration build costs $12-13 mm per MW after dipping below $10mm. Detail here: $DLR Per Cowen email UK asset went for a cap rate that rhymes with "mine". Where's the report Cowen wrote one for Dallas asset which sold for less cash. Is it smart trade craft to share less good info thru "back door" keep mgmt happy Cowen just call a fair game. $DLR Per Cowen email UK asset went for a cap rate that rhymes with "mine". Where's"
X Link 2023-08-21T16:51Z [---] followers, [----] engagements

"Insider buy from CEO of $ENVX (1434 shares at $13.94 = $20K)"
X Link 2023-08-25T16:17Z [----] followers, [---] engagements

"@assouline99 Is this a new risk factor"
X Link 2023-08-30T13:45Z [---] followers, [---] engagements

"Attended a good talk focused on hands off L2 driver studies at an SAE meetup last night. Everyone chuckled at the predictable abuse outlined in this slide. A lot of discussion on the importance of clearly defined ODD. As I always say the best ODD is no ODD"
X Link 2023-08-30T14:42Z [---] followers, [--] engagements

"Amazon is making these libraries much easier to run on their chips; doing what they can to break the CUDA lock. Some customers happy to break away from closed source with some large clusters now using Inferentia (obviously not all) $NVDA $AMZN"
X Link 2023-08-31T19:27Z [---] followers, [----] engagements

"Thanks @Robber_Baroness. Here's a link to the underlying story which references LG Energy Solutions although not their batteries specifically. Not sure what else LG Energy would supply though. $ENVX"
X Link 2023-09-05T16:21Z [---] followers, [----] engagements

"I conducted a call recently with a competitor of C3 via @StreamRG. Here were the key takeaways: $AI 1/n https://stream.alpha-sense.comdocid=EC-090123-141204&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-090123-141204&utm_campaign=1694652774481 https://stream.alpha-sense.comdocid=EC-090123-141204&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-090123-141204&utm_campaign=1694652774481"
X Link 2023-09-14T17:32Z [----] followers, [---] engagements

"Softbank and Flexport are jointly suing the ADL for the freight slowdown"
X Link 2023-09-15T01:13Z [---] followers, [---] engagements

"@fundam_inv The co has put out PRs for producing a small number of cells & pointed to beating milestones on Gen [--] as important. I noted the inconsistency from the company on yields wrt S-curve but agree w/ you that how Gen [--] progresses is more important. What are your details on Samsung thx"
X Link 2023-09-18T19:10Z [---] followers, [---] engagements

"The more you spend the more you save $NVDA $MSFT Rumor: Microsoft has reportedly started cutting orders for Nvidia H100 chips as hype over ChatGPT fades and worse than expected subscriptions for Microsoft [---] Copilot media report saying the rumor tanked AI server related shares in Taipei on Tuesday. $MSFT $NVDA Rumor: Microsoft has reportedly started cutting orders for Nvidia H100 chips as hype over ChatGPT fades and worse than expected subscriptions for Microsoft [---] Copilot media report saying the rumor tanked AI server related shares in Taipei on Tuesday. $MSFT $NVDA"
X Link 2023-09-20T05:13Z [----] followers, [---] engagements

"$100 million for equipment is higher than previously discussed. $ENVX $ENVX Enovix new plant to start ops by year-end. YBS is forking out 70% of the investment while our partner Enovix Corp contributes the remaining 30%. Yong said the groups positioning in lithium batteries was timely. https://t.co/mOptJHmcV0 $ENVX Enovix new plant to start ops by year-end. YBS is forking out 70% of the investment while our partner Enovix Corp contributes the remaining 30%. Yong said the groups positioning in lithium batteries was timely. https://t.co/mOptJHmcV0"
X Link 2023-09-20T06:50Z [----] followers, [----] engagements

"Figs sample sale. Exclusive. Rare. heavy discounting. $FIGS"
X Link 2023-09-20T13:43Z [---] followers, [---] engagements

"Cathie Wood Sees Revival of Thematic Investing When Rates Fall Thematic investing in her view is code for investing in uneconomic story stocks and frauds with no regard for valuation. Hope is not an investment strategy"
X Link 2023-09-20T13:56Z [---] followers, [--] engagements

"Based on their filings Routejade had a 35% decline in revenue in '22 to $10 mm a 0.2% gross margin and an operating loss. If '23 margins have rebounded to '21 levels then Routejade could have $1 mm of EBIT (note: Enovix said [----] run rate revenue is $18 million) $ENVX (1/2)"
X Link 2023-09-23T23:38Z [----] followers, [----] engagements

"Please walk through each name on this slide and update progress. $ENVX @rajtalluri @SumZero @wmthomson22 On September 27th @ [--] PM @SumZero and I will be interviewing $ENVX CEO @rajtalluri you can register to join the conversation via the link below: https://t.co/hnEtYkCtxd If On September 27th @ [--] PM @SumZero and I will be interviewing $ENVX CEO @rajtalluri you can register to join the conversation via the link below: https://t.co/hnEtYkCtxd If"
X Link 2023-09-27T14:10Z [----] followers, [----] engagements

"Not seeing a lot of pilots converting for $AI in the Global [----]. Source: @ETRnews"
X Link 2023-09-27T18:27Z [----] followers, [---] engagements

"Turns out Maplebears original IPO range of $26-28 was spot on. 🍁🐻 $CART"
X Link 2023-10-03T00:20Z [----] followers, [---] engagements

"Keep an eye on Enevate as well although licensing models are tough. Investors include Renault-Nissan- Mitsubishi (Alliance Ventures) LG Chem Samsung Venture Fidelity. Presidio Ventures a Sumitomo Corp company Lenovo CEC Capital and Bangchak"
X Link 2023-10-09T17:30Z [---] followers, [---] engagements

"@fourier_f @weissosu2 See the letter to shareholders filed 11/1/22 with the Q3 [----] quarterly update: We continue to grow our global reach and have active engagements across Asia including with leading smartphone OEMs in China and major consumer brands in Japan and Korea including Samsung. $ENVX"
X Link 2023-10-16T12:00Z [---] followers, [---] engagements

"Manufacturing scaling and then testing before ultimately selling new battery chemistries takes years not months. Aubert provided some details as to why. $ENVX $AMPX $QS 2/n"
X Link 2023-10-17T19:53Z [---] followers, [----] engagements

"There are many competitors working on silicon anode battery chemistries making it unlikely that there will be any price or margin premium particularly from consumer electronics customers like Apple. $ENVX $AMPX $QS $AAPL 3/n"
X Link 2023-10-17T19:53Z [---] followers, [---] engagements

"Initial battery samples can be useful but customers require batteries coming off a line to be tested / qualified due to tradeoffs sometimes made in samples. Aubert referenced the [----] Envia scandal story by @stevelevine $ENVX $AMPX $QS $GM 4/n"
X Link 2023-10-17T19:53Z [---] followers, [----] engagements

"Aubert shared his thoughts directly on Enovix. He has not directly evaluated Enovixs cells and based his comments on publicly available information and some background on their Malaysian contract manufacturing partner which I provided him while we spoke. $ENVX 6/fin"
X Link 2023-10-17T19:53Z [---] followers, [----] engagements

"@najfah Please share details of these customers and names of the people you spoke with. I will reach out to them. I think Aubert's and Spectra's reputation speaks for itself"
X Link 2023-10-17T20:14Z [---] followers, [---] engagements

"@RocketPenguin75 Enovix's filings with the SEC indicate otherwise $ENVX"
X Link 2023-10-17T21:08Z [---] followers, [---] engagements

"But but nuclear Great research. That Standard Power pump looks very questionable given the CFO sale a week later. I recently asked an energy executive about NuScale. His response: its bullshit $SMR"
X Link 2023-10-19T16:27Z [---] followers, [----] engagements

"Natasha Hausdorff absolutely slays Dolores Umbridge BBC journalist with facts"
X Link 2023-10-22T04:42Z [---] followers, [---] engagements

"Excellent report on $PCT. If you asked ChatGPT to write a short report it would look something like this: (i) tweet of fake product; (ii) CEO hard hat photo; (iii) thermal drone footage proving no real manufacturing; (iv) poorly redacted pdf showing no tech. cc: @SEC_Enforcement"
X Link 2023-11-03T16:54Z [---] followers, 16K engagements

"@stevelevine why am I always doing your work for you jk 😀 I DM'ed you"
X Link 2023-11-06T16:46Z [----] followers, [--] engagements

"I'd be wary of investing in a company where primary manufacturing operations are now focused in Malaysia. We continue our relations with Hamas before and now Anwar said. And we do not consider punish Hamas as a terrorist organization. $ENVX https://www.bloomberg.com/news/articles/2023-11-07/malaysia-renews-backing-for-hamas-as-us-sanctions-threat-looms https://www.bloomberg.com/news/articles/2023-11-07/malaysia-renews-backing-for-hamas-as-us-sanctions-threat-looms"
X Link 2023-11-08T00:27Z [----] followers, [----] engagements

"I have some bigger concerns with this slide but I found the absence of a Y-axis amusing. I added one. This slide is misleading -- the way $ENVX could claim it to be accurate is if the axis started around [--]. That would also require their disclosing avg capacity in mAh though"
X Link 2023-11-08T17:02Z [----] followers, [----] engagements

"NuScale's CFPP with Utah Associated Municipal Power Systems just went ice cold. Where were the signs 🧊 $SMR"
X Link 2023-11-08T21:46Z [---] followers, [----] engagements

"Going. going. concerned 🔌🔌🔌 $PLUG"
X Link 2023-11-10T00:21Z [----] followers, [---] engagements

"What's this about $ENVX [---] million shares erroneously issued to former executive officers by the admin agent resulted in a $22 million loss. This implies $17 per share. And did the executives sell"
X Link 2023-11-10T15:52Z [----] followers, [----] engagements

"Where were the signs Scoop on layoffs at C3 by @BrodyFord_ . Any layoffs on the Baker Hughes team $AI Scoop: C3 AI cut staff last week citing both performance management and cost savings. $AI https://t.co/6csfHq8QrT Scoop: C3 AI cut staff last week citing both performance management and cost savings. $AI https://t.co/6csfHq8QrT"
X Link 2023-11-20T20:31Z [----] followers, [---] engagements

"Wow that unraveled fast [--] weeks later Steve Levine's puff piece on 24M looks. ill timed. I won't wait for an apology from Steve (who blocked me btw). Key lesson- journalists should do their own work rather than breathlessly / unskeptically quoting mgmt"
X Link 2023-11-20T21:09Z [---] followers, [----] engagements

"@BigMoneyFunDip2 @thick_or_slim Do you know what [--] days to cure means"
X Link 2023-11-23T12:26Z [---] followers, [--] engagements

"@thick_or_slim @BigMoneyFunDip2 Over the past year the Russell is down 3.8% and $ALPP is down 83%. Those numbers may look similar to you because they have the same digits but theres a subtle difference"
X Link 2023-11-23T14:34Z [---] followers, [---] engagements

"@thick_or_slim @BigMoneyFunDip2 Show your work. I did $ALPP $UPS and $IWM"
X Link 2023-11-23T14:45Z [---] followers, [---] engagements

"More housekeeping by Routejade. $ENVX"
X Link 2023-11-28T22:20Z [----] followers, [----] engagements

"SEC Notice of Effectiveness. Routejade now can sell if it wants to. $ENVX https://www.sec.gov/cgi-bin/browse-edgar%61ction=getcompany&filenum=333-275524 More housekeeping by Routejade. $ENVX https://t.co/2n2NEs0viF https://www.sec.gov/cgi-bin/browse-edgar%61ction=getcompany&filenum=333-275524 More housekeeping by Routejade. $ENVX https://t.co/2n2NEs0viF"
X Link 2023-12-05T14:59Z [----] followers, [----] engagements

"@floppyplants The earnings call is at [--] pm eastern. The earnings release should be out with time for analysts to digest. It is not"
X Link 2023-12-06T21:40Z [---] followers, [---] engagements

"How does revenue trajectory compare to other exciting AI plays Revenue is roughly flat over the past three quarters ($72-$73mm). By contrast Nvidia revenue grew from $7 billion to $13.5 billion to $18.1 billion over the past three quarters. $AI $NVDA http://C3.ai http://C3.ai"
X Link 2023-12-06T22:20Z [----] followers, [----] engagements

"@stockgutter They will argue that this is due to the fabled transition to consumption based pricing. That excuse is expiring in the next couple quarters"
X Link 2023-12-06T22:26Z [---] followers, [---] engagements

""Our sales cycles are pretty fast. Sometimes [--] hours. Others are 1-2 months." -Siebel on call (paraphrasing). So why isn't that consumption revenue really shining through Also - how are things going with Baker Hughes Are they pushing C3 hard to their customers $AI @stockgutter They will argue that this is due to the fabled transition to consumption based pricing. That excuse is expiring in the next couple quarters. @stockgutter They will argue that this is due to the fabled transition to consumption based pricing. That excuse is expiring in the next couple quarters"
X Link 2023-12-06T22:49Z [----] followers, [---] engagements

"Earnings out at 4:55 [--] min before the $AI earnings call. Siebel goes on CNBC to give this interview delays the start of the earnings call by [--] minutes with no notice Good Q on RPO by @cnbcovertime. If RPO trends to zero as Siebel says whats the future of Baker Hughes"
X Link 2023-12-07T00:24Z [---] followers, [---] engagements

"@krassenstein @sama Anti-Zionism is antisemitism. There are too many people who are ignorant as to why. Please read this column from [----] by @Jeff_Jacoby to better understand it"
X Link 2023-12-08T21:23Z [---] followers, [--] engagements

"Lucid CFO resigns. December is always an inconvenient time to lose a CFO. $LCID"
X Link 2023-12-11T21:25Z [---] followers, [---] engagements

"I spoke yesterday with a reliable battery industry representative and discussed a few points on Enovix $ENVX. My notes below:"
X Link 2023-12-15T01:00Z [----] followers, [----] engagements

"Ive been in contact with a significant battery manufacturer regularly over the past six months. A couple of comments that relate to Enovix with the caveat that this is a competitor and it is his opinion. $ENVX"
X Link 2023-12-27T23:20Z [----] followers, [----] engagements

"@MSikkink Do you have contacts at Xiaomi Vivo or Lenovo Ill speak to anybody credible. No MNPI"
X Link 2023-12-28T16:30Z [--] followers, [---] engagements

"Well done. 10/10 😀 On the New Years Eve everybodys into making predictions Many come up with futuristic hypotheses as if competing to single out the wildest and even the most absurd ones. Heres our humble contribution. What can happen in 2023: On the New Years Eve everybodys into making predictions Many come up with futuristic hypotheses as if competing to single out the wildest and even the most absurd ones. Heres our humble contribution. What can happen in 2023:"
X Link 2023-12-29T23:28Z [---] followers, [---] engagements

"Is this the face that launched a thousand drug studies $AVXL $AVXL A single drug and multiple study failures leave Anavex with nothing but cash https://t.co/efOTlmbJSE $AVXL A single drug and multiple study failures leave Anavex with nothing but cash https://t.co/efOTlmbJSE"
X Link 2024-01-02T20:27Z [--] followers, [---] engagements

"Nobody writes more comprehensively on Plug Power than @SeekingAlpha contributor Henrik Alex $PLUG 🔌"
X Link 2024-01-03T15:44Z [---] followers, [---] engagements

"I know $AEVA is long on hope and short on cash and this PR is light on details for their customer win. That said I've spent countless hours on lidar and have been impressed by the Aeva team. If they can bring down manuf cost of FMCW they might survive"
X Link 2024-01-03T18:25Z [---] followers, [---] engagements

"She must resign from MIT Oh wait. pls give me back the [--] minutes I wasted reading this vituperative stupidity. BI analyzed Ackman's wife's doctoral dissertation and found numerous instances of plagiarism. https://t.co/FuKA7tYN1W BI analyzed Ackman's wife's doctoral dissertation and found numerous instances of plagiarism. https://t.co/FuKA7tYN1W"
X Link 2024-01-04T22:45Z [---] followers, [---] engagements

"For those evaluating consumer electronics battery suppliers meet TDK the largest smartphone battery maker in the world. Its subsidiary Amperex (ATL) has been shipping silicon carbon anode batteries with Group14 material since early [----]. $ENVX $AMPX $QS"
X Link 2024-01-05T03:30Z [----] followers, [----] engagements

"@norjunglist Thanks for flagging. Ive heard a lot about REC Silicon from bulls and bears. Do you have a differentiated view on Moses Lake"
X Link 2024-01-05T15:24Z [---] followers, [---] engagements

"@WayneRo11785584 Thanks. I'm well aware of all of that. What's not clear is the quantification and specific trade offs here. SCC55 even with no graphite blend has less silicon than "100% active silicon" as Enovix has long been saying. So there are a lot of open questions to explore"
X Link 2024-01-09T18:26Z [----] followers, [---] engagements

"@WayneRo11785584 @Terryfied @EnovixBatteries This is a false comparison. My research question is how to compare the energy density of Enovix using SCC55 from Group14 in its pressurized stacked cell architecture versus using SCC55 in a jelly roll architecture or - not mentioned - in an unconstrained stack cell architecture"
X Link 2024-01-09T19:40Z [---] followers, [--] engagements

"@JahredAlmighty @WayneRo11785584 When I say Im confused by something I mean it. The open questions in my post remain and I will continue to research for answers. Youre getting very close to ad hominem"
X Link 2024-01-10T17:35Z [---] followers, [--] engagements

"Lucid produced [----] vehicles during Q4 and delivered [----] vehicles during the same period. Supply continues to outpace demand. Lucid may be the greatest EV / green grift of them all which is saying a lot. When do the Saudis throw in the towel $LCID"
X Link 2024-01-11T14:46Z [--] followers, [----] engagements

"Buying a car today is an investment into the future. I think the most profound thing is that if you buy a Tesla today I believe you are buying an appreciating asset not a depreciating asset. $TSLA I can't understand the Tesla fire sale at $HTZ Hertz All of these models have the capability to make $30k/yr as a robotaxi These are appreciating assets Everyone loves them & wants one Everyone who's looking to hire a car would obviously choose a Tesla $TSLA $TSLAQ https://t.co/O2Bp7XvouE I can't understand the Tesla fire sale at $HTZ Hertz All of these models have the capability to make $30k/yr as"
X Link 2024-01-12T14:54Z [---] followers, [----] engagements

"This is amusing and not surprising. Companies paying for cloud should have asked their doc storage folks about the egress fees by Iron Mountain. Could have seen this coming. Another example of enshittification. Good to see regulators here $IRM $GOOGL $AMZN https://www.theinformation.com/articles/reviled-cloud-fees-come-under-attackutm_source=ti_app&rc=ffxef7 https://www.theinformation.com/articles/reviled-cloud-fees-come-under-attackutm_source=ti_app&rc=ffxef7"
X Link 2024-01-12T20:29Z [----] followers, [---] engagements

"Its a special chart. Whats really remarkable is that the stock went up about 10x in [----] when $PLUG had NEGATIVE revenue. This chart will never not amaze me. $PLUG https://t.co/NGC6PQvogY This chart will never not amaze me. $PLUG https://t.co/NGC6PQvogY"
X Link 2024-01-13T03:14Z [----] followers, [---] engagements

"Following a [--] month tenure Guy Wanger resigned on January [--] from his role as CAO of C3 $AI effective immediately citing personal reasons. Prior to that he spent [--] years at E&Y. C3 disclosed this after the close yesterday in a Friday 8-K into a long weekend. I have questions"
X Link 2024-01-13T15:49Z [----] followers, [----] engagements

"@JahredAlmighty There were some inquiring about whether SCC55 would be used by Routejade. It can be used in a jelly roll architecture. If it were to be used at Routejade that would be a pivot from Enovixs stated strategy there. I agree theres not a strong reason to focus effort there. $ENVX"
X Link 2024-01-13T16:59Z [---] followers, [---] engagements

"@WayneRo11785584 @JahredAlmighty Thats not consistent with my conversations with Enovix IR"
X Link 2024-01-13T17:33Z [---] followers, [---] engagements

"The CAIR / Hamas connection described in @Jeff_Jacoby latest piece"
X Link 2024-01-14T16:06Z [---] followers, [---] engagements

"Fisker with a NHTSA probe. Thats a lot of braking issues. $FSR"
X Link 2024-01-16T19:06Z [---] followers, [----] engagements

"There was nothing healthy about this exchange. Anything you want to 8-K $NET @Austen We fired [--] sales people out of over [----] in our go to market org. Thats a normal quarter. When were doing performance management right we can often tell within [--] months or less of a sales hire even during the holidays whether theyre going to be successful or not. Sadly @Austen We fired [--] sales people out of over [----] in our go to market org. Thats a normal quarter. When were doing performance management right we can often tell within [--] months or less of a sales hire even during the holidays whether theyre"
X Link 2024-01-18T01:22Z [----] followers, [---] engagements

"@winsteadscap evergreen 🔌 $PLUG $PLUG https://t.co/4ypWGQNlPh $PLUG https://t.co/4ypWGQNlPh"
X Link 2024-01-18T02:43Z [---] followers, [---] engagements

"UNRWA aids and abets Hamas and is so embedded with these terrorists that its laughable the UN purports to be unaware of the Hamas terror tunnel network. UNRWA should be brought before the UCJ for supporting terrorism and swiftly disbanded. The Palestinian people deserve better. Five days ago we exposed a Telegram group of [----] UNRWA teachers in Gaza replete with praise of the Hamas massacre of October 7th. UNRWA cast doubt that they work for them. The UN spox disparaged us. This 🧵 will show how the group admins and members are indeed part of UNRWA. Five days ago we exposed a Telegram group"
X Link 2024-01-19T01:12Z [--] followers, [---] engagements

"Great interview of @MOR_reality. Topics include: Forgotten history of Amin al-Husseini conspiring with Nazis; eugenics in the US; the Israel/US relationship; why antisemitism is the tip of the spear for totalitarianism; & the threat of radical Islam. ht AT"
X Link 2024-01-21T01:06Z [---] followers, [---] engagements

"But Galileo is the AWS of FinTech $SOFI The FT weighs in on SoFi's opaque accounting practices "The dark art of bank fair-value accounting needs more transparency SoFi's Choice" Excerpts: "It can be argued that some of the assumptions SoFi is using are aggressive especially relative to the few other lenders using The FT weighs in on SoFi's opaque accounting practices "The dark art of bank fair-value accounting needs more transparency SoFi's Choice" Excerpts: "It can be argued that some of the assumptions SoFi is using are aggressive especially relative to the few other lenders using"
X Link 2024-01-21T03:26Z [----] followers, [---] engagements

"Anyone researching investing or working in the battery industry check out the Volta Foundation's annual battery report out today. A lot of hard work by Yen Yeh & 100+ contributors🔋🪫 $AMPX $BYDDY $ENVX $FREY $LCID $LICY $NKLA $RIVN $QS $SLDP $TSLA https://www.volta.foundation/annual-battery-report https://www.volta.foundation/annual-battery-report"
X Link 2024-01-22T21:13Z [----] followers, [----] engagements

"This story is worth reading but scratches at the surface of what long term unit economics will be for AI model providers. Understandably since nobody knows. At the very least @theinformation should add revenue growth rate and operating margin for the software peers GMs included. Anthropic's gross margins raise questions about AI startups' potential future cash flows. https://t.co/usAp08FCes By @steph_palazzolo & @heetermaria Anthropic's gross margins raise questions about AI startups' potential future cash flows. https://t.co/usAp08FCes By @steph_palazzolo & @heetermaria"
X Link 2024-01-23T14:59Z [---] followers, [----] engagements

"@joereal99 Sad but not surprising. In this podcast by @MOR_reality Dr. Gil-White explains the forgotten/ERASED history of Amin al-Husseini the genocidal former grand mufti of Jerusalem who conspired with the Nazis & fled to Egypt where he trained Arafat & Abbas. Great interview of @MOR_reality. Topics include: Forgotten history of Amin al-Husseini conspiring with Nazis; eugenics in the US; the Israel/US relationship; why antisemitism is the tip of the spear for totalitarianism; & the threat of radical Islam. ht AT https://t.co/hdCh5qYc5p Great interview of @MOR_reality. Topics include:"
X Link 2024-01-25T20:26Z [---] followers, [---] engagements

"Wake up. Qatar is indistinguishable from Hamas. Shame on the US for normalizing relations with them. Follow the money. Heres why"
X Link 2024-01-26T23:47Z [---] followers, [--] engagements

"Solid state will always be 3-6 months away. Hat tip RW $QS $SLDP 🪫"
X Link 2024-01-28T18:21Z [---] followers, [---] engagements

"Projected unit economics for Enovix's Malaysian operation remain sparse. Here's some info from a recent trip to Penang where JPM met with YBS & discussed capital/margins from YBS' perspective. The implied $50 million of working capital was new info at least for me. $ENVX"
X Link 2024-01-29T03:49Z [----] followers, [----] engagements

"@JahredAlmighty Thats my point. Lmk if you hear anything about the $50 million of working capital"
X Link 2024-01-29T06:17Z [---] followers, [---] engagements

"@antonioguterres @UN @UNRWA You sir are a liar. And youre complicit in jihadist genocide by Hamas terrorists. Resign. Bye"
X Link 2024-02-01T02:40Z [---] followers, [--] engagements

"Ask not what Andy Marsh can do for our country but what Plug Powers $1 billion ATM can do for the brokerage firms that shamelessly promote it. Hat tip GPT4 $PLUG 🔌 $PLUG https://t.co/4ypWGQNlPh $PLUG https://t.co/4ypWGQNlPh"
X Link 2024-02-01T16:08Z [----] followers, [----] engagements

"Well maybe this $SYM former was onto something with respect to the Walmart contract given no incremental margins projected QoQ in the guidance. cc: @AlphaSenseInc Source: https://research.alpha-sense.comdocid=EC-011724-150173&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-011724-150173&utm_campaign=1707170166032 https://research.alpha-sense.comdocid=EC-011724-150173&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-011724-150173&utm_campaign=1707170166032"
X Link 2024-02-05T22:04Z [----] followers, [----] engagements

"@VitruvianMan725 No - the opposite. This is the cash flow statement. A/R is up sequentially on the balance sheet"
X Link 2024-02-05T22:40Z [---] followers, [--] engagements

"@minsie66 Comments on yield from a part of a line are hard to extrapolate. When the line is producing millions of finished cells then we will have a proper view on yield. Seems laughably premature to criticize jelly roll architecture"
X Link 2024-02-09T16:26Z [---] followers, [--] engagements

"@minsie66 They didnt produce anywhere close to 160K cells"
X Link 2024-02-09T17:29Z [---] followers, [---] engagements

"@minsie66 Here's the calc of the total actual cells produced in [----] - estimate is 59K cells. If one annualized Q3'23 it would be 96K. If one annualized Q3 target before shutdown it would be 144K. If you want to bridge from Fremont to Malaysia you should start with these numbers. $ENVX"
X Link 2024-02-09T18:11Z [---] followers, [---] engagements

"@minsie66 @RocketPenguin75 You're welcome to think I don't have an understanding about the architecture/production line which I visited btw. I think if you polled the [---] battery people I've discussed it with they'd disagree. I said it's "pretty meaningless" and selective disclosure. Don't misquote me"
X Link 2024-02-09T18:44Z [----] followers, [--] engagements

"@minsie66 @RocketPenguin75 for the avoidance of doubt I visited Fremont not Malaysia"
X Link 2024-02-09T18:45Z [---] followers, [--] engagements

"The UN is directly complicit in war crimes. They knew and did nothing. United Nations of Terrorists"
X Link 2024-02-11T01:43Z [---] followers, [---] engagements

"@Short__seller R&D at CATL is 🔥"
X Link 2024-02-13T04:03Z [---] followers, [---] engagements

"No quote from $PLUG in this story. https://archive.is/tIBRp https://archive.is/tIBRp"
X Link 2024-02-14T19:37Z [----] followers, [---] engagements

"Connect the dots: Islamist violence is everywhere. It's not Israel vs. Palestinians. It's Jihadists vs. Everyone Else"
X Link 2024-02-19T16:56Z [---] followers, [---] engagements

"@RocketPenguin75 I don't. I also don't remember the new facility producing samples. Nor do I remember $ENVX answering a basic Q on energy density for not yet produced samples. There's a lot on the come; let's see what happens. But why is he on the factory floor for the call at [--] am Malaysia time"
X Link 2024-02-20T22:55Z [---] followers, [----] engagements

"Lucid is projecting an increase in production to 9k vehicles in [----] an impressive 6.8% increase versus [----]. This does however miss their original [----] SPAC projection of 89.8k by a modest 90%. $LCID Filing: https://t.co/s1JXuKfbat Filing: https://t.co/s1JXuKfbat"
X Link 2024-02-21T22:28Z [---] followers, [---] engagements

"@Factschaser Theyre guiding to production of 9k vehicles in [----] up 7% vs [----]. Demand is limited. Gross margins are deeply negative making the comparison to Ferrari inaccurate"
X Link 2024-02-24T06:20Z [---] followers, [---] engagements

"@ChinaAmbUN youre a vile clown supporting Hamas. rape is not resistance"
X Link 2024-02-24T06:42Z [---] followers, [--] engagements

"For those researching batteries who missed the Battery Forum where Volta presented on its annual Battery Report I rec going back through their report. Here's a table from their spreadsheet that's relevant for solid state silicon and other chemistries. $AMPX $ENVX $QS $SLDP"
X Link 2024-02-27T18:35Z [----] followers, [----] engagements

"@mastiefel high level - that it's difficult to disrupt legacy lithium ion in the near term for EVs grid batteries and consumer electronics. But more optimism around aerospace and military applications which makes sense given performance requirements and less focus on cycle life and cost"
X Link 2024-02-27T19:01Z [---] followers, [--] engagements

"I attended CES in Jan [----] when $DDD called 3D printing "bigger than the steam engine" & appointed as its Chief Creative Officer. CEO Avi Reichental wore a cotton 3D Systems logo'ed turtleneck. Who wore the turtleneck best https://www.3dsystems.com/press-releases/3d-systems-appoints-william-its-chief-creative-officer http://will.i.am https://www.3dsystems.com/press-releases/3d-systems-appoints-william-its-chief-creative-officer http://will.i.am"
X Link 2024-02-28T20:58Z [----] followers, [---] engagements

"Amusing to hear Siebel thump his chest on earnings calls at the massive growth in enterprise AI C3's position & reference NVIDIA's growth as relevant. Then I compare C3's numbers over the past [----] yrs. RPO keeps falling. Still waiting for consumption revenue to hit. $AI $NVDA"
X Link 2024-02-28T22:35Z [---] followers, [----] engagements

"Getting PLUGGED -- a 🧵: It's Thursday night and you're forgiven for not realizing that $PLUG just reported. They filed their 10-K with the SEC with no press release. They'll put something out early before their premarket earnings call. Why the quiet 10-K Hat tip TP 🔌🔌🔌 1/n"
X Link 2024-03-01T06:16Z [----] followers, [----] engagements

"On 10/11/23 at the $PLUG Symposium the co lowered guidance to $1.2bn of revenue & reiterated on Q3 earnings (11/9/23). Plug reported [----] revenue of $891 million a $509 million miss in Q4. Now this was known since on 1/23/24 in a biz update $PLUG said $200 mm for Q4. 2/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"What was not known until now is that gross margins went from horrible in Q3 [----] (-69%) to dramatically worse in Q4 [----] (-100%). Yes negative 100%. $PLUG 3/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"EBITDA was also worse sequentially with an incremental $23 million of revenue from Q3 to Q4 resulting in a $116 million sequential decline in EBITDA. Q4 [----] EBITDA was a $323 million LOSS for $PLUG 4/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"Meanwhile it was known that $PLUG had dwindled their cash balance. They had $135 mm of unrestricted cash at yr end. Plug has been tapping their B. Riley ATM regularly with $302 million raised on the $1 billion ATM. Looks like they'll keep diluting shareholders to stay alive 5/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"I recently spoke with a former from $CMI knowledgeable on their Hydrogenics biz. He was optimistic on electrolyzer industry prospects saying demand has been very strong. I was surprised to see $PLUG's anemic Q4 electrolyzer revenue down to $9mm a 66% sequential decline. 6/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"And units sold in the $PLUG GenDrive business (fuel cell forklifts) declined 23% in [----] after declining 35% in [----]. Perhaps Amazon Walmart and other key warehouse customers are no longer interested. 7/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"We will see what $PLUG dares to say about [----] prospects in the morning but given the lowered $1.2bn revenue guide in [----] missed by $500mm with LESS THAN [--] months left in [----] it's reasonable to treat all forward looking statements from $PLUG with extreme skepticism. 8/n"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"For many yrs $PLUG has underdelivered on aggressive guidance & has minimal understanding of its own unit economics. Will the DOE require a credible plan & roadmap to profitability to approve Plug's loan As taxpayers we should hope so. Last thing we need is Solyndra [---] 🔌9/fin"
X Link 2024-03-01T06:16Z [---] followers, [---] engagements

"Spending some time in Fremont. So many battery companies to diligence. $ENVX $AMPX"
X Link 2024-03-08T03:21Z [----] followers, [----] engagements

"Plug 🔌 fuel cells in the wild. For now. $PLUG"
X Link 2024-03-11T19:49Z [----] followers, [---] engagements

"$NVDA I have been stabbed shot poisoned frozen hung electrocuted and burned and every morning I wake up without a scratch on me not a dent in the fender I am an immortal. Wow Wow"
X Link 2024-03-19T22:49Z [---] followers, [---] engagements

"It sounded pretty bad but it's actually much. much worse. Over 50% of $SOUN s [----] revenue comes from accounting shenanigans - writing up contract assets/unbilled receivables to account for customers leaving them and pulling forward deferred revenue for the same reason. 🐕4/n"
X Link 2024-03-24T16:36Z [---] followers, [---] engagements

"$SOUN 's revenues would have declined from $31 mm to $21.6mm (instead of growing to $45.9mm) without these accounting tricks. The Mercedes Benz loss resulted in $3 mm of fake revenue for [----] while the loss of Hyundai appeared to result in $12 mm of fake revenue. 🐕5/n"
X Link 2024-03-24T16:36Z [---] followers, [---] engagements

"Hyundai partnered with Amazon this past November and will be cutting out $SOUN in [----]. So Korea which is 50% of sales is going away. Woof 🐕 6/n https://www.aboutamazon.com/news/company-news/amazon-hyundai-partnership https://www.aboutamazon.com/news/company-news/amazon-hyundai-partnership"
X Link 2024-03-24T16:36Z [---] followers, [---] engagements

"But you dont have to dissect the $SOUN balance sheet and read the footnotes to appreciate these changes. Just look at the cash flow statement which is black and white. Contract assets and deferred revenue resulted in $24mm of fake sale in [----]. Thats over 50%. 🐕 7/n"
X Link 2024-03-24T16:36Z [---] followers, [---] engagements

"I've conducted recent calls on Fluence. I haven't learned any color re Siemens/AES intentions to further sell their stakes. But it appears $FLNC is (i) an integrator lacking tech; (ii) with quality issues due in part to poor hiring decisions. cc: @AlphaSenseInc. A short 🧵1/n"
X Link 2024-03-25T17:15Z [----] followers, [----] engagements

"@gooagi Siemens energy has been hiring away some senior Fluence people and appearing to compete directly. This looks like a change and is what Im most interested in better understanding"
X Link 2024-03-27T00:57Z [---] followers, [--] engagements

"@Short__seller Thanks for this. I dont think $AAPL was ever particularly likely to use a third party patented battery architecture. Apple has among the most talented in-house battery R&D in the world. That said $ENVX appears focused on winning business with Chinese consumer electronics makers"
X Link 2024-03-28T17:35Z [---] followers, [---] engagements

"$SEE Bleecker Street is short Sealed Air $SEE SEEs thin-film plastics business is under fire from regulators SEEs packaging business is already in substantial decline Amazon is moving away from its products SEEs food business is 65% of revenue will face a similar fate Bleecker Street is short Sealed Air $SEE SEEs thin-film plastics business is under fire from regulators SEEs packaging business is already in substantial decline Amazon is moving away from its products SEEs food business is 65% of revenue will face a similar fate"
X Link 2024-04-03T18:59Z [----] followers, [----] engagements

"Excellent discussion. @coldxman helps Rogan understand Hamas strategy and Israels response. Hughes calmly discusses and debunks the myriad conspiracy theories Rogan poses. Rogan was completely unaware of the civilian to combatant ratio in the war. Hamas lies Hughes footnotes. The Israel-Hamas War discussion between @joerogan and @coldxman https://t.co/ymsoik3Hti The Israel-Hamas War discussion between @joerogan and @coldxman https://t.co/ymsoik3Hti"
X Link 2024-04-05T09:46Z [---] followers, [---] engagements

"@FordWealth over time the little things are the big things. that's my pattern recognition at least. good luck"
X Link 2024-04-09T17:52Z [---] followers, [---] engagements

"In this expert call we focused on NuScale but hit on nuclear/SMRs generally uranium hydrogen & battery storage. This [--] yr renewables veteran thinks $SMR is flailing to remain a going concern. Source: cc: @AlphaSenseInc $SMR $ALCC (Oklo) $PLUG $FLNC https://research.alpha-sense.comdocid=EC-032924-155333&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-032924-155333&utm_campaign=1712685481873 https://research.alpha-sense.comdocid=EC-032924-155333&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-032924-155333&utm_campaign=1712685481873"
X Link 2024-04-09T19:30Z [----] followers, [----] engagements

"Enovix has not yet sent any EX-1M samples to prospective customers. They also haven't quantified publicly the core or packaged energy density of these cells. And no real details on the announced development agreement. I have several questions for the CEO's ask me anything. $ENVX"
X Link 2024-05-02T17:46Z [----] followers, [----] engagements

"I've reached out to some battery industry contacts to try and make sense of the Enovix development agreement announced yesterday. Take these responses as informed opinion / speculation only. Will see if we learn more next week from the Enovix CEO. $ENVX https://ir.enovix.com/news-releases/news-release-details/enovix-reaches-development-agreement-leading-smartphone-oem/ https://ir.enovix.com/news-releases/news-release-details/enovix-reaches-development-agreement-leading-smartphone-oem/"
X Link 2024-05-03T00:31Z [----] followers, [----] engagements

"Spurious logic: Because a phone or car costs a lot manufacturers have no regard for what they pay their parts suppliers. Reality: manufacturers make complex decisions to maximize their profits and play suppliers off each other to drive performance while minimizing cost. $ENVX @JamesHoward19 @WillyWonkguh @Ehsan20023 @Crussian17 Reliability availability minimizing tech risk dual sourcing complexity performance & price go into the decision of CE cos choosing suppliers. Batteries are competitive - phone makers beat up suppliers on price/margin. Also - careful quoting western centric phone"
X Link 2024-05-03T15:16Z [----] followers, [----] engagements

"@fivetenwest @TrumanCooper Ha. I share what I learn. Highly credible contact in my opinion. Not currently in CE as he says but no stranger to it. Ive found that people with deep battery industry expertise and humility usually caveat what they know and what theyre speculating on"
X Link 2024-05-03T17:14Z [---] followers, [--] engagements

"@nejsnave When Hamas-ISIS terrorists return hostages & stops committing vile war crimes using civilians as human shields sending rockets at civilians in Israel and constant attempts to genocide the Jews then violence will stop. Your projections lies and gaslighting are tiresome. Shame"
X Link 2024-05-04T02:14Z [---] followers, [--] engagements

"@FLGa8ors @Terryfied @WayneRo11785584 Making % improvement claims vs a non quantified benchmark is no longer helpful (never really was). Since $ENVX has stated they received rigorous spec requirements from their smart phone customers they can now resume disclosing their packaged energy density on a mAh/L basis 🦗🦗"
X Link 2024-05-04T17:18Z [----] followers, [---] engagements

"Decent overview article on China Inc running laps around US (and European) auto. [--] years ago we thought it was going to be Japan Inc that dethroned us but it turns out its China. https://asiatimes.com/2024/05/the-reckoning-chinese-car-wars/ Running thread of the pace of innovation from China Inc here - some impressive specs from CATL an undisputed global leader in automotive batteries. CATL claims their new LFP battery gets [---] miles of range on a [--] minute charge. light on details though. https://t.co/IlDoIQvxyA https://asiatimes.com/2024/05/the-reckoning-chinese-car-wars/ Running thread of"
X Link 2024-05-04T19:12Z [---] followers, [---] engagements

"@WayneRo11785584 @FLGa8ors @Terryfied lol. Theres certainly a lot betwn lip and cup and Im so glad you realize that. But. Im not asking for the specs on low volume R&D samples for my benefit but for yours 😜"
X Link 2024-05-04T21:58Z [----] followers, [---] engagements

"@FLGa8ors @WayneRo11785584 @Terryfied No need to guess. And no need to be so defensive. Just ask for the specs"
X Link 2024-05-05T15:06Z [---] followers, [--] engagements

"@WayneRo11785584 @FLGa8ors @Terryfied Historically Enovix has disclosed volumetric energy density (although unclear if it's packaged vs something they call "core"). Gravimetric energy density is less relevant for smart phones but not wholly irrelevant Either way they should disclose the specs"
X Link 2024-05-05T15:51Z [----] followers, [--] engagements

"@WayneRo11785584 @FLGa8ors @Terryfied Yes - the spec on the sample they're making. fully packaged"
X Link 2024-05-05T16:02Z [----] followers, [--] engagements

"@WayneRo11785584 @minsie66 @FLGa8ors @Terryfied If you think asking for energy density of cells is "sowing doubt" then I've got a bridge in Brooklyn to sell you. Don't ask for photos or specs or location. trust me bro. I've got the bridge. good luck. 👋"
X Link 2024-05-05T16:15Z [----] followers, [--] engagements

"@WayneRo11785584 @minsie66 @FLGa8ors @Terryfied No one person convinces me of anything. Multiple Enovix formers who I spoke to were as confused by the Group14 partnership announcement as I was. I often do research when there's a press release to understand what's going on and I share what I learn. I'm done w/ your sealioning"
X Link 2024-05-05T16:25Z [----] followers, [--] engagements

"@WayneRo11785584 @ChrisGraff @CavemanResearch @FLGa8ors @Terryfied I made up a slack group of 4k battery professionals to not engage with in doing primary diligence on the battery industry. 🤡"
X Link 2024-05-05T22:20Z [---] followers, [--] engagements

"The reduction of headcount at Enovix is not a scoop or breaking news. They said as much in their shareholder letter last week. $ENVX"
X Link 2024-05-06T20:27Z [----] followers, [----] engagements

"Arms length customer wins all the way down $SYM CEO Rick Cohen owns 75% of $SYM $SYM owns 35% of Greenbox a JV Greenbox just signed first cust who will pay SYM That cust is C&S. Rick Cohen owns 100% of C&S. Epic CEO Rick Cohen owns 75% of $SYM $SYM owns 35% of Greenbox a JV Greenbox just signed first cust who will pay SYM That cust is C&S. Rick Cohen owns 100% of C&S. Epic"
X Link 2024-05-06T21:37Z [----] followers, [----] engagements

"Some people have claimed that Teslas autonomous efforts have reached their ChatGPT moment. $1 billion from Nvidia Microsoft and SoftBank into UK-based Wayve is betting otherwise. $TSLA $AUR $GOOGL $GM via @Automotive_News https://www.autonews.com/mobility-report/self-driving-startup-raises-1b-billion-nvidia-microsoft-softbank https://www.autonews.com/mobility-report/self-driving-startup-raises-1b-billion-nvidia-microsoft-softbank"
X Link 2024-05-06T23:26Z [----] followers, [---] engagements

"@bj_bj_bj @EnovixBatteries Whats obnoxious/obtuse about your post is while you quip that one of the most successful battery execs globally should drop his resume to $ENVX they laid off 1/3 of their employees and some who did are posting resumes in battery slack asking if other cos are hiring"
X Link 2024-05-07T13:46Z [---] followers, [---] engagements

"@zhanover @bj_bj_bj @EnovixBatteries Hey internet troll 🤡 - Im in the Volta battery slack with [--] THOUSAND battery professionals. If you stopped being lazy you could join too. Its not some secret proprietary thing. The guy who posted his resume was a recruiter - but no Im not going to post his info from slack 👏"
X Link 2024-05-07T14:10Z [---] followers, [--] engagements

"@TDogCali53 @bj_bj_bj @EnovixBatteries I don't fully agree. As I mentioned earlier I know that a senior recruiter in Fremont was let go per slack/Linkedin. We also know that $ENVX let go of people back in Sept/Oct when they turned Fremont into more of an R&D facility so headcount was already cut. We need more info"
X Link 2024-05-07T22:44Z [---] followers, [---] engagements

"@subes01 Visa Mastercard GE United Health Ping An Insurance Wal-Mart Costco JP Morgan The Industrial and Commercial Bank of China American Airlines Marriott and Friendster"
X Link 2024-05-08T07:30Z [---] followers, [---] engagements

"Catching up on the $ENVX 10-Q. Looks like they hit their ATM in Q1 [----] for a modest $5.8 million of capital. 1/"
X Link 2024-05-08T19:32Z [----] followers, 18.8K engagements

"So the ATM was utilized at an average implied net price of $9.07 $ENVX 2/"
X Link 2024-05-08T19:32Z [---] followers, [----] engagements

"The $ENVX CFO made it clear on the Q1 [----] earnings call on 5/1/24 that the board would not support raising capital given the stock price. The stock closed on 5/1/24 at $6.51 $ENVX 3/"
X Link 2024-05-08T19:32Z [----] followers, [----] engagements

"Enovix's stock price was above $9 for most of Q1 falling below $9 in March. In Q2 the stock price remained below $8 until earnings on May [--]. On May [--] the stock rose 45% to $9.47 trading on heavy volume above the avg price where the company used the ATM $ENVX 4/"
X Link 2024-05-08T19:32Z [----] followers, [----] engagements

"There was some evidence that Enovix had tapped the ATM in the May [--] press release but imo they obfuscated it by collapsing a line in the cash flow statement. Compare the Q1 [--] earnings release to the Q3 [----] earnings release $ENVX 5/"
X Link 2024-05-08T19:32Z [----] followers, [----] engagements

"So what Well none of this is very significant. However $ENVX has a strong retail following that is sensitive to dilution & part of the bull case in the short term is a short squeeze Enovix mgmt has gone to lengths to show they're not selling stock. But they did just that 6/"
X Link 2024-05-08T19:32Z [----] followers, [----] engagements

"In conclusion I'm left with more questions. Did Enovix use the strength in the price based on the development agreement announced to hit the ATM Did they slow roll their 10-Q to be able to do so We likely won't know more until the Q2 10-Q this summer. $ENVX /fin"
X Link 2024-05-08T19:32Z [----] followers, [----] engagements

"Iron Mountain is great at paper storage and not great at data center storage. During the biggest data center boom of all time where customers are begging for space Boyers remains 79% leased. That's what you get for having a flagship product in PA [---] feet underground. $IRM Thanks to @GrantsPub for the mention on $IRM @Hedgeye https://t.co/rJSDrELO9n Thanks to @GrantsPub for the mention on $IRM @Hedgeye https://t.co/rJSDrELO9n"
X Link 2024-05-09T14:46Z [----] followers, [---] engagements

"Heres a small data point on China Inc continuing to run circles around the RoW in electric vehicles. Its not just BYD and Xiaomi either its across the board. These EVs from China are better tech more luxurious and cheaper. $TSLA $GM $F $BMW https://x.com/troyteslike/status/1789188490682368374s=46&t=Gu_mo5Jc0jjPrHh8UrYsow Decent overview article on China Inc running laps around US (and European) auto. [--] years ago we thought it was going to be Japan Inc that dethroned us but it turns out its China. https://t.co/meXxIZbk7v"
X Link 2024-05-11T14:06Z [---] followers, [---] engagements

"$SOUN beat Q1'24 sales est by $1.5mm but this was the result of two things: 1) $3mm of revenue from its SYNQ3 acquisition. Without it revenue would have been $8.6mm down 50% sequentially and up $2mm YoY from Q1'23. This is despite burning $75mm of LTM cash to try to grow; 5/"
X Link 2024-05-11T23:32Z [---] followers, [----] engagements

"Recently acquired SYNQ3 was 26% of $SOUNs revenue in Q124. Using SYNQ3s purchase price as a benchmark for valuation $SOUN would have a TEV of about $65 million. Add in $140mm of net cash gets you to a share price of [--] cents. 10/"
X Link 2024-05-11T23:32Z [---] followers, [---] engagements

"With the market cap up 200% YTD (incl 30% more shs) this guidance allows mgmt to keep dumping stock on foolish investors. And. its not just the co hitting its ATM look at the execs who just set up sales plans. Good luck to $SOUN believers - this movie never ends well 11/fin"
X Link 2024-05-11T23:32Z [---] followers, [----] engagements

"In the #Eurovision vote Israel was low from juries but was the opposite in the public popular vote coming in 2nd worldwide & 1st in the European vote. (12 pts is the max). Countries where Israel was 1st are below. Also below is a regression which shows popular vote vs jury"
X Link 2024-05-13T21:19Z [---] followers, [---] engagements

"When $PLUG describes their conditional DOE loan this way it seems like a done deal. Right Just some pesky technical legal environmental & financial conditions that need to be met. I had an @AlphaSenseInc call a month ago w/ a former DOE loan officer. Here's what he said: 🔌"
X Link 2024-05-14T20:03Z [----] followers, [----] engagements

"And the intent for Centrus insiders to sell over the past year is also up with the former CEO filing a Form [---] for $10 mm of stock [--] months ago $LEU 15/"
X Link 2024-05-20T23:50Z [---] followers, [---] engagements

"Centrus may seem like a great way to play the uranium cycle but dont be fooled. The business is in recent decline with insiders fleeing and selling stock just as Centrus' lifeline to stay afloat is at the mercy of Kremlin retaliation. $LEU /fin"
X Link 2024-05-20T23:50Z [---] followers, [---] engagements

"This press release from Pepsi that they are using [--] Tesla semis and [--] Ford electric vans for electrification efforts in CA appears to be a contributing factor in adding $20 billion in market cap to $TSLA today. Meanwhile $F market cap is down by $200 million today"
X Link 2024-05-21T16:59Z [---] followers, [---] engagements

"@OMillionaires They did in fact receive an outside investment from Snap who was looking for a battery supplier for their now defunct AR/VR glasses efforts. There is an HBS case study that details this investment as well as a distressed investment by York Capital. It worked out well for both"
X Link 2024-05-22T16:07Z [---] followers, [--] engagements

"We now know that $ENVX was continuing to hit its ATM in Q2 as shared at the JPM conference yesterday. The CFO stated that we have used all our authorization. What we dont know is how big the ATM authorization from the board was. The CFO said it was small. In conclusion I'm left with more questions. Did Enovix use the strength in the price based on the development agreement announced to hit the ATM Did they slow roll their 10-Q to be able to do so We likely won't know more until the Q2 10-Q this summer. $ENVX /fin In conclusion I'm left with more questions. Did Enovix use the strength in the"
X Link 2024-05-22T17:11Z [----] followers, [----] engagements

"@robinivski I dont think one can conclude that. The stock price was lower at the time he made the statement on the earnings call. Its possible that when the price increased after earnings the company turned back on the ATM"
X Link 2024-05-22T17:32Z [---] followers, [--] engagements

""Technical challenges may occur" $LAC LACs claims suggest it has solved lithium clay extraction at mega scale yet its flowsheet is simply a collection of decades-old off-the-shelf processes that have been strung together. Engineering consultants quietly warn that technical challenges may occur. https://t.co/lH21YUGL31 LACs claims suggest it has solved lithium clay extraction at mega scale yet its flowsheet is simply a collection of decades-old off-the-shelf processes that have been strung together. Engineering consultants quietly warn that technical challenges may occur."
X Link 2024-05-23T15:07Z [---] followers, [---] engagements

"Yes yes. Please take my $1* $GL"
X Link 2024-05-23T17:27Z [----] followers, [----] engagements

"Whats more real: (i) Business Insider or (ii) Tesla robotaxis driving from NY to LA on a single tank of sunshine safely transporting one million passengers just as covid piqued in early [----] (yea piqued) ELON: I dont think Business Insider is a real publication so lets move on to the next question. 😂 https://t.co/bTi7viNoSU ELON: I dont think Business Insider is a real publication so lets move on to the next question. 😂 https://t.co/bTi7viNoSU"
X Link 2024-05-23T20:55Z [---] followers, [---] engagements

"Tesla the number one selling EV in China earlier this decade China's gvmnt has shown @elonmusk that it can cripple Tesla sales if it feels like it. It did it back in [----]. https://t.co/V5EyF1L4l5 China's gvmnt has shown @elonmusk that it can cripple Tesla sales if it feels like it. It did it back in [----]. https://t.co/V5EyF1L4l5"
X Link 2024-05-23T23:13Z [---] followers, [---] engagements

"Lol. Now battery journalist Steve Levine wants you to think hes been skeptical of Freyr all along after writing a puff piece last November that Freyr was amazing and might eclipse CATL. Beware access journalism from low integrity people. $FREY $ENVX https://www.theinformation.com/articles/exclusive-from-the-electric-two-battery-startups-stretch-the-truth-on-their-progressutm_source=ti_app&rc=ffxef7 Wow that unraveled fast [--] weeks later Steve Levine's puff piece on 24M looks. ill timed. I won't wait for an apology from Steve (who blocked me btw). Key lesson- journalists should do their own"
X Link 2024-05-27T15:24Z [----] followers, [----] engagements

"Truer words haven't been spoken: "All figures are non-GAAP unless otherwise noted." $AI"
X Link 2024-05-29T21:28Z [----] followers, [---] engagements

"$ENVX currently provides scant details on the energy density of its batteries. Last yr they started comparing their ED to a baseline of conventional cells & claiming 18%+ & 30%+ improvement for these future batteries. Nevermind the lack of Y-axis and distorted bar heights. 2/"
X Link 2024-05-31T17:16Z [----] followers, [----] engagements

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