[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@RocketPenguin75 "$ENVX $AMPX $QS Great article Important line here: Owning these sectors yields dividends: economic spoils from high profits and high-wage jobs; geopolitical heft from shaping the technological frontier; and military prowess from controlling the battlefield. Drones already dominate battlefields around the world and robots of all shapes will be next. All of them are powered by batteries. If the USA and its allies want to have a chance against China it needs to mass produce high powered batteries outside of China. This is a critical strategic issue"
@RocketPenguin75 on X 2025-07-14 14:47:43 UTC 1197 followers, XXX engagements

"I agree There is a huge macro effect that will play out over the next X years that will provide a HUGE boost to American battery companies $ENVX $QS $AMPX $EOSE Batteries are a strategic national resource essential to drones robots military industrial storage data centers and consumers. Our dependence on batteries grows every year. China has dominated the battery business but has shown it is willing to use that dominance as a weapon (ex. American drone maker Skydio cut off from battery supply). In response the US has blacklisted Chinese battery companies for military supply. This hits dual"
@RocketPenguin75 on X 2025-07-26 11:01:15 UTC 1191 followers, 3633 engagements

"$ENVX dipping a bit in premarket but so is QS which makes me think this is a sympathetic move in reaction to TSLA dropping. Too many people still see ENVX as an EV company. I dont even factor in any EV revenue for me its all about consumer electronics drones and robots"
@RocketPenguin75 on X 2025-07-24 10:55:34 UTC 1197 followers, 1441 engagements

"Excellent thread here Well worth the read There are macro factors at play that are set to rerate many stocks but top of that list is $ENVX $EOSE $AMPX $QS Shorts have over stayed their welcome on American battery companies. Times are changing"
@RocketPenguin75 on X 2025-07-23 03:10:33 UTC 1194 followers, 3598 engagements

"@eenLien @WagieCapital Im also very skeptical on any advice from @WagieCapital who has been a bear on Enovix for at least X years and is most likely short"
@RocketPenguin75 on X 2025-07-23 18:55:59 UTC 1194 followers, XXX engagements

"$ENVX Forgot to tag it 😂 To the moon 🚀🌙"
@RocketPenguin75 on X 2025-07-25 21:20:14 UTC 1191 followers, 1845 engagements

"$ENVX This is interesting. Not much to go on but something new is happening with Samsung batteries which is noteworthy because they have not changed much in the last few years"
@RocketPenguin75 on X 2025-07-24 09:46:10 UTC 1194 followers, 1677 engagements

"@eenLien @jmalchow please see this post from Lien and pass on the feedback that the video release today was noted to be of higher quality and sophistication. This made a big difference for investors many of whom DMed me today to remark on how professional and inspiring it was"
@RocketPenguin75 on X 2025-07-16 17:19:23 UTC 1194 followers, 1634 engagements

"Important to remember that if anyone is doing a teardown of the $META Oakley to remember that the battery is contained inside a battery pack. If $ENVX battery is in the glasses you need to open the pack to check. The pack exterior most likely contains a different name probably Desay. NOTE: its possible that opening the battery pack will destroy it and thats certainly not covered by warranty. More info on battery packs below"
@RocketPenguin75 on X 2025-07-22 13:45:13 UTC 1197 followers, 1635 engagements

"@roark78909 @juventus_steph @bleacherbum23 Joe did reply before although in a bit more cryptic way. Still great to see $ENVX 🚀🌙"
@RocketPenguin75 on X 2025-07-26 10:18:47 UTC 1189 followers, XXX engagements

"$ENVX I gotta say as a shareholder Im very excited about getting my warrants on Monday 😁"
@RocketPenguin75 on X 2025-07-18 16:07:07 UTC 1197 followers, 6558 engagements

"$ENVX CEO Raj Talluri has quite a history with successful projects:"
@RocketPenguin75 on X 2025-07-26 10:42:17 UTC 1191 followers, 1320 engagements

"$ENVX XXX% For military production its MISSION CRITICAL to have a secure non-Chinese source of critical components. Many companies make dual use technology (ex $HON ) and they dont want to take any risks of losing military supply contracts so they will also source their non military device parts (ex. Commercial drones) from non-Chinese suppliers. This also simplifies their supply chain. There are simply not enough non-Chinese battery suppliers to meet the needs of both military and commercial drone and robot supply. I am very confident that purchase orders for drones and robots are coming"
@RocketPenguin75 on X 2025-07-18 19:10:14 UTC 1197 followers, XXX engagements

"Is JP Morgan playing games here They hold a long position and have been increasing it From Chat GPT: On May XX 2025 JPMorgan Chase & Co filed a 13F-HR disclosing a long position of 152540 shares of Enovix up from 131148 shares previouslya XXXX % increase during the quarter"
@RocketPenguin75 on X 2025-07-24 10:17:18 UTC 1192 followers, XXX engagements

"Wow I was reading the $ENVX AI-1 press release again and noticed something very significant I missed on the previous XX readings 😂 High discharge capability across wide temperature ranges WIDE TEMPERATURE RANGES. This is huge and I cant believe I missed it before now. Why is this significant Number one for me is drones and robots especially for military use where they will need to operate outdoors in a wide range of temperature conditions sometimes during the same mission This is an incredible advantage that Enovix has over the other advanced battery designs and will make these batteries a"
@RocketPenguin75 on X 2025-07-12 09:42:21 UTC 1191 followers, 9674 engagements

"My guess is that its some kind of z-fold stack design. Those have been around for at least X years but Im guessing they are improving it with Si-C doping. Enovix will always have competition and this battery does have good stats the question is how much better can it get And what are its other qualities like For example can it charge at 3C Can it discharge at high rates over a wide range of temperatures Thats the thing with Enovix AI-1 it can do all of those things and based on what Raj has said there are many improvements coming from electrolytes and cathodes that will boost subsequent"
@RocketPenguin75 on X 2025-07-26 12:32:52 UTC 1190 followers, XX engagements

"$ENVX If you are planning to exercise your warrants be aware that different brokers have different time frames. Keep an eye on the stock price and the target date for the early expiry clause and plan accordingly"
@RocketPenguin75 on X 2025-07-23 15:03:47 UTC 1197 followers, 2674 engagements

"$ENVX What does the temporary block on short selling mean for options expiry tomorrow Everyone was expecting market makers to do their usual thing to find their perfect price (theirs not ours). There could be significantly less liquidity tomorrow than was expected. How will this new dynamic effect a possible squeeze I really dont have a clue how to read this situation"
@RocketPenguin75 on X 2025-07-17 18:54:32 UTC 1191 followers, XXX engagements

"Very interesting thanks for sharing I might have this wrong but hadnt the Redmi line typically been the value brand for Xiaomi If so its curious that they put a top tier battery into this line rather than their ultra/pro phones. But I might have this wrong. Any info on this would be greatly appreciated 🙂"
@RocketPenguin75 on X 2025-07-26 10:13:52 UTC 1190 followers, XXX engagements

"I submitted my request to exercise all of my warrants and it felt good 😁 Looking forward to July XX Have a great weekend everyone 🍻"
@RocketPenguin75 on X 2025-07-25 21:18:15 UTC 1195 followers, 3351 engagements

"$ENVX Looking forward seeing the price action today not weighed down by options expiry"
@RocketPenguin75 on X 2025-07-21 10:07:09 UTC 1191 followers, 1303 engagements

"Typical they inject some fear at a critical time then when the price dips triggering stop sales they can scoop up shares (and warrants too). Do it right before earnings of course to target max fear and chance of payoff if good news comes. Could also use this to give shorts a chance to cover. The timing of this is deeply suspect"
@RocketPenguin75 on X 2025-07-24 10:05:23 UTC 1191 followers, XXX engagements

"For those who dont know Koses is the Korean manufacturer for $ENVX Gen2 battery manufacturing line. The volume here is off the charts. Somebody knows something No doubt in my mind:"
@RocketPenguin75 on X 2025-07-23 09:33:06 UTC 1193 followers, 9446 engagements

"@JahredAlmighty @VenkyT23 Heres an article on z-fold design from 2021. On the surface the batteries resemble the Enovix stacked anode structure but they are structurally and functionally very different"
@RocketPenguin75 on X 2025-07-26 12:36:42 UTC 1189 followers, XX engagements

"@traderstewie Enovix ENVX has the potential to go a LOT higher if their expected developments happen in the next X months. They are preparing to mass produce the new AI-1 phone battery which should also do well in drones and robots. New factories ready and not in China"
@RocketPenguin75 on X 2025-07-24 21:05:10 UTC 1191 followers, 2887 engagements

"$ENVX TJ Raj Ryan and team have been putting on a show lately. I wonder whats coming on the 31st"
@RocketPenguin75 on X 2025-07-18 11:17:16 UTC 1197 followers, 2531 engagements