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@eenLien "1/2 $ENVX 👀 Looking for look-a-likes. Rest assured there are no other companies doing exactly the same thing as Enovix. But there are some companies with similarities. Grok: "While no company in China or globally replicates Enovixs exact 3D cell architecturefeaturing orthogonal electrode stacking a stainless-steel integrated constraint system and XXX% active silicon anodesseveral companies show a strong resemblance in their pursuit of silicon-anode batteries or advanced cell architectures that address similar challenges (e.g. expansion cycle life and energy density). These companies share"
X Link @eenLien 2025-10-06T20:35Z 2217 followers, 2512 engagements

"$ENVX China's export controls on high-energy batteries and related materials effective November X 2025 are not a total prohibition but rather a licensing regime designed to restrict and monitor exports. What are the possible effects on Enovix 👀 I asked Grok. (Spoiler: Things aren't looking too bad for our little company.)"
X Link @eenLien 2025-10-09T17:59Z 2217 followers, 2201 engagements

"$ENVX We are important. And @Foldnow1984 @bleacherbum23 @jbecompslns @train9898 and @PhatChin are even more important now 😂👏"
X Link @eenLien 2025-10-10T21:21Z 2217 followers, 3519 engagements

"$ENVX $EOSE 🧐 Cam Dales (First Enovix management CCO who is now the founder of Peak Energy a Sodium-Ion storage company) shares "We are still at the beginning of a $Trillion super cycle of investment in one of this centuries key technology trends." He also shares a message from Alexandro Blasi special advisor to the director of the International Energy Agency who says in part "Wall Street seems to have finally noted that there is a technology growing at 'speed light' and investors are betting strongly on it. Welcome to the battery age" with a nice picture of Eos stock attached to it"
X Link @eenLien 2025-10-07T16:02Z 2217 followers, 4995 engagements

"$ENVX 🪖 Anduril unveiled EagleEye today "By partnering with commercial leaders such as Meta OSI Qualcomm Technologies Inc. and Gentex Corporation who have invested billions in augmented reality rugged eyewear compute sensing and ballistic helmets Anduril brings proven technology directly into defense. This approach lowers cost accelerates development and ensures a path to continuous upgrade. EagleEye equips dismounted operators with the ability to plan fight and survive while connected to every asset in the battlespace. As part of the Lattice ecosystem EagleEye ensures persistent"
X Link @eenLien 2025-10-13T14:17Z 2216 followers, 8309 engagements

"1/3 $ENVX 😎 $AAPL 🍏 Did Apple fall from the Enovix tree I've been connecting together some dots on Enovix's AR/VR deals. Quick recap some quotes from the latest earnings calls: Q4'24 : Analyst: In 2024 you had a couple of press releases one that mentioned a California company where you had an AR/VR I think mixed headset. And another one in December that was another potential customer with a similar sort of device. So can we confirm that this commercial purchase order is for one of those two companies Raj: Yes these are for actually from both the companies we have purchase orders. Q1 '25 :"
X Link @eenLien 2025-10-12T14:07Z 2217 followers, 2544 engagements

"$ENVX 🪖 Enovix Korea FTW This is my intuition"
X Link @eenLien 2025-10-14T07:06Z 2216 followers, 2495 engagements

"$ENVX 🔎 New SA article "Enovix: Qualification Could Set It Up As A Critical Non-China Supplier" It's a very good analysis of Enovix's current status. Furthermore the author mentions Elentec as a potential acquisition target which I hadn't considered. It would be interesting because. 🔸 Elentec has a rich and diverse customer base such as Samsung Electronics LG Electronics Honda KT&G (Korea Tobacco & Ginseng Philip Morris's partner for e-cigarettes) Bear Robotics Dell HP and many more. 🔸 Elentec's production facilities are spread across Asia: South Korea China Vietnam Malaysia and India. 🔸"
X Link @eenLien 2025-10-12T09:13Z 2217 followers, 6134 engagements

"$ENVX Here is Grok assessing Enovixs odds of becoming a major battery manufacturer (This means achieving scale (e.g. $1B+ annual revenue significant market share in premium segments like smartphones or wearables) profitability and sustained innovation by around 2030. 💪 Exciting times 😜"
X Link @eenLien 2025-10-12T11:14Z 2217 followers, 1952 engagements

"$ENVX 🪖 New material with even more coincidence. Kokam's X business focus areas neatly presented in their 2021 brochure"
X Link @eenLien 2025-10-13T18:31Z 2217 followers, 2782 engagements

"$ENVX $ENPH @jmalchow Joe put Enovix and Enphase in the spotlight probably a spotlight powered by a flexible grid 🧐"
X Link @eenLien 2025-10-13T21:10Z 2217 followers, 2863 engagements

"$ENVX 😎 Elentec is listed as a major Smart Glasses-related stock in Korea after Samsung Electronics. "If smartphones were a revolution in the hands then AI glasses are a revolution in the eyes. . This change is both a technological advancement and a turning point in the direction of investment.""
X Link @eenLien 2025-10-14T18:39Z 2217 followers, 3059 engagements

"$ENVX 🚀 Enovix VP of Asia Sales gives a hint about where Enovix is going 😂"
X Link @eenLien 2025-10-06T14:14Z 2217 followers, 5720 engagements

"$ENVX A little reminder that October should be the month when the lead smartphone customer completes final tests. Raj Q2'25 call: "So a couple of other highlights I want to talk about. Here weve now sampled this battery to our lead smartphone OEM and theyre doing all the different tests that they do to make sure this battery is working well in the phone that they want to launch in. And this testing takes time. Thousand cycles takes multiple months to test because when they put a new supply battery in they go through the full cycle life test and we started sampling them in July so in three"
X Link @eenLien 2025-10-06T21:48Z 2217 followers, 8095 engagements

"$ENVX Article from a month ago. Apparently 'Next Business 24' a website for business services and news is linking the iPhone XX Air batteries (which may be silicon carbon) to Enovix. That's good to see because two years ago I am pretty sure such a general website would have only contacted the battery material companies as these were the most obvious 'silicon anode' companies at the time. 👍 "Luebbe declined to comment on whether Group14's silicon-carbon composite is used in the iPhone XX Air batteries. Sila Nanotechnologies and Enovix did not immediately respond to a request for comment.""
X Link @eenLien 2025-10-07T16:31Z 2217 followers, 4290 engagements

"$ENVX Too much dots"
X Link @eenLien 2025-10-09T07:45Z 2217 followers, 3136 engagements

"$ENVX 🤓 Study material for the techies among us "From electrochemical performance to mechanical Issues: A review on silicon anode architectures for advanced lithium-ion batteries." For the more lazy folks like myself I asked Grok for the synopsis. It's important to note that no company is mentioned in this scientific text so Enovix isn't mentioned anywhere"
X Link @eenLien 2025-10-09T15:14Z 2217 followers, 1960 engagements

"$ENVX Choose the messy high impact stock others avoid 🤓 New podcast with Samira 🩷"
X Link @eenLien 2025-10-10T20:34Z 2217 followers, 2056 engagements

"1/2 $ENVX 👀 Is Enovix working with investment partners Fernweh Group (Btw Hello Ajay long time no see 😁) Grok: Fernweh could turn Enovix from a promising innovator into a dominant player by blending cash ops smarts and deals. If Enovix is eyeing sustainability and scale reaching out to Fernweh (based in San Jose near Enovixs Fremont HQ) makes sense"
X Link @eenLien 2025-10-15T12:09Z 2217 followers, 4088 engagements

"@doh_in I like the term FUD list 😆 But it's good to keep taking notes of what's happening here so that reason prevails 👍"
X Link @eenLien 2025-10-08T05:16Z 2217 followers, XXX engagements

"1/3 $ENVX The Asia Business Daily August 27th: Attention Needed for Elentec* (Among others) On the 27th Kwon Myungjun a Korean researcher at Yuanta Securities stated "It is important to focus on domestic companies that have production lines in India and have a track record of supplying to Samsung Electronics and Hyundai Motor Group locally." and he cited Jahwa Electronics Elentec and Dreamtech in the smartphone sector. *FYI Enovix partnered with South Korea's Elentec in June 2024 to collaborate on battery pack production. Elentec a supplier for companies like Samsung and LG Electronics will"
X Link @eenLien 2025-10-08T18:51Z 2217 followers, 1967 engagements

"🎉🎉🎉 $ENVX Hey $ASTS friends ENOVIX might join this party . ✅ Samira Naraghi Chief Business Officer @ Enovix was Sr. Director of Global Telco Partnerships & Alliances for Meta Connectivity before she joined Enovix. In her words: "Led global partnerships with the Telco industry (operators and OEMs) to drive adoption of wireless and fixed network infrastructure solutions that enable the metaverse and future XR applications." ✅The Anduril - Microsoft IVAS seems to be compatible with / energized by () a set of X Conformal Wearable Batteries. This is the battery for which Enovix has entered into"
X Link @eenLien 2025-10-08T20:51Z 2217 followers, 5670 engagements

"$ENVX 👨⚖ Positive developments in an ongoing federal securities class action lawsuit This is something I was never really worried about but it is always nice to read a US Court has spoken and justice has been largely restored. (Article behind paywall 🔒 but the essence of the message is clear)"
X Link @eenLien 2025-10-09T08:24Z 2217 followers, 2556 engagements

"$ENVX I've now been able to listen to the 2B Bolder podcast as for me it came out at XX p.m. "Samira Naraghi on how small uncomfortable bets compound into big career leaps." What strikes me is that these kinds of conversations with non-CEO's don't always have the same obligatory stories are increasingly rich in information - Sorry Raj can't help it; it's also a CEO's job to repeat a coherent narrative - So I often listen more attentively to unofficial sources of information; I often even forget to read the 'official' interviews 😅 Here are the most important or striking quotes from the"
X Link @eenLien 2025-10-11T11:10Z 2217 followers, 6057 engagements

"@jloiterstein There's a good chance that Enovix has received a purchase order for advanced samples from Anduril"
X Link @eenLien 2025-10-13T15:28Z 2217 followers, XXX engagements

"@GraingerRule1 Enovix is capturing the military market right now. It has a DoD contract it offers batteries specifically tailored for military use and the Korean government is Enovix Korea's biggest customer"
X Link @eenLien 2025-10-15T06:40Z 2217 followers, XXX engagements

"$ENVX Chips is the new oil. Batteries are the new chips. A reminder of the difficulty of semiconductor manufacturing. "Building a leading-edge semiconductor is one of the most complex things humans have ever done." Isn't it reassuring that Enovix people are experts at this kind of work"
X Link @eenLien 2025-10-05T16:58Z 2217 followers, 3730 engagements

"2/2 $ENVX 👀Now how meaningful will Enovix architecture be in tackling ASSB difficulties if you look at the other companies Grok: 👉 "Enovix is positioned as a complementary enabler rather than a standalone ASSB leader but its uniqueness could accelerate adoption if integrated into ASSB supply chains." 👉 "Enovix isn't a direct ASSB player like SolidPower but offers a versatile platform that could accelerate ASSB commercialization by solving shared pain points in materials and processes. Enovix could integrate into ASSB supply chains via cell manufacturing processes or pack equipment. Recent"
X Link @eenLien 2025-10-06T20:35Z 2217 followers, 1371 engagements

"2/3 $ENVX This Korean the rationale for investing in India is not really a surprise I've been telling this already in May 2024: "Indias smartphone market could triple over the next decade" and in November 2024: "India with a rising middle class is a growth market for smartphone sales." I asked Grok which smartphone companies exchange China for India as a manufacturing hub (or expand their India operations). His answer: Apple Samsung Motorola Xiaomi Oppo Vivo and OnePlus. If you know the Enovix customers already mentioned these names will sound very familiar. According to Counterpoint Research"
X Link @eenLien 2025-10-08T18:51Z 2217 followers, XXX engagements

"Why do you think ASTS be a bad business partner Sales cycles of batteries are long customer engagements are complex and Enovix has made a strategic pivot to Malaysia and to smartphones. All this has made being an Enovix investor a work of patience. But in my opinion the plane's coordinates are correct"
X Link @eenLien 2025-10-09T05:05Z 2217 followers, XXX engagements

"1/2 $ENVX 😎 Apparently Garmin and Meta went into a partnership some weeks ago. PR Newswire: "Garmin powers live data for Oakley Meta Vanguard AI glasses" 💡 But who powers Garmin I know who can. It's that small Korean factory Enovix has acquired. Who powers Meta That remains to be seen"
X Link @eenLien 2025-10-09T14:55Z 2217 followers, 4219 engagements

"2/2 $ENVX 😎 To show you we are talking about a real partnership:"
X Link @eenLien 2025-10-09T14:56Z 2217 followers, 2494 engagements

"@LateReaponder $ENVX Samira perfectly reflects my impression of Enovix: - It's difficult - They deliver what they promise - The customer works for them - They are sincere - They do it with a purpose"
X Link @eenLien 2025-10-11T12:08Z 2217 followers, 1133 engagements

"2/3 $ENVX 😎 $AAPL 🍏 Coincidence Or tied to Apple's Vision Pro pivot "Apple sharply cuts back on Vision Pro production" These rumors started in October 2024 but intensified this month with "Apple Pivots From Vision Pro to AI Smart Glasses as Meta Gains Edge" Reason mentioned for all this: weak sales (500K-600K units total vs. 8M forecast) due to a high price combined with a content drought. Hello "glasses". Goodbye "headset" remember"
X Link @eenLien 2025-10-12T14:07Z 2217 followers, 1346 engagements

"$ENVX 🪖 Enovix is drone-ready and will be networking this week at the yearly AUSA event. "The Association of the United States Army (AUSA) Annual Meeting & Exposition is the premier land power exposition and professional development forum in North Americaand the must-attend event for anyone involved in the defense sector. With over 44000 attendees 750+ exhibits and representation from XX countries this three-day event is where the global defense community converges to shape the future of national security.""
X Link @eenLien 2025-10-13T14:26Z 2217 followers, 2560 engagements

"@MarkKWoodward Enovix shipped custom samples to a US defense customer in Q1. I don't know if they're already at this "in-device" stage"
X Link @eenLien 2025-10-13T20:57Z 2217 followers, XXX engagements

"$ENVX Enovix is on track to be in a phone at the end of the year the customer will end in-device testing this month. I believe the odds for a commercial order are high. This is a multi-year effort from both sides Enovix nd the customer. The longer in this qualification cycle the more confidence for real-world use. We don't really realize it but the amount samples now provided are 10-100 times more (just my guess) than in the previous stage. A year after SAT high-volume production is already happening from the HVM Line. To me the step to modest mass production is just a natural step in the"
X Link @eenLien 2025-10-14T10:54Z 2217 followers, 3634 engagements

"$ENVX In the Tech Disruptors podcast Raj was interviewed by a Bloomberg Senior Equity Research Analyst - US Chemicals"
X Link @eenLien 2025-10-14T13:02Z 2217 followers, 7589 engagements

"2/2 $ENVX 👀 Fernweh Group meaning for Enovix"
X Link @eenLien 2025-10-15T12:09Z 2217 followers, 2013 engagements

"$ENVX An Enovix Customer Applications Engineer will be attending the Battery Show this week. (I checked Enovix is not in the exhibitors list.)"
X Link @eenLien 2025-10-07T14:56Z 2213 followers, 2607 engagements

"To be honest I wouldn't connect market movements to communities. I suspect Enovix has other algorithms tied to it unfortunately. On the other hand the ASTS community is exceptional with its own podcast and all. But that's simply rare. I think suggesting our community is weak is a bit of an exaggeration"
X Link @eenLien 2025-10-08T10:25Z 2213 followers, XXX engagements

"3/3 $ENVX In addition to Elentec I think we should keep an eye on Enovix too since this 'small distribution center' was added in Hyderabad. 😉 Enovix Team India is entering its second phase of growth. With the appointment of Srikanth they aim to "drive strategic growth across India." Dear people the Indian story has yet to begin"
X Link @eenLien 2025-10-08T18:51Z 2213 followers, 1249 engagements

"They revised their expectations in the last earnings call. No one that has done proper research expects a high-volume order this year. Is it a fun feeling that the outcome is less than they indicated No certainly not. But when I read about batteries and new battery factories and why such factories fail it's because they want to go too big too fast. Enovix needs to master that process in small quantities first. By understanding that bigger picture I can manage to tolerate the slowness. (Oh and I am very sure customers can be a pain in the *ss too)"
X Link @eenLien 2025-10-09T15:33Z 2212 followers, XXX engagements

"Bought some $IREN You guys notice it acts like a SIREN 😜"
X Link @eenLien 2025-10-15T13:55Z 2213 followers, XXX engagements

"This reads like the menu in a restaurant As an appetizer I went for $IREN Main course a filling dish $EOSE Still some place for dessert $ASTS 😋🍽"
X Link @eenLien 2025-10-15T14:23Z 2213 followers, 2328 engagements