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@ccocke69 "Some random takeaways from this new Raj interview about $ENVX - Raj implies that OEM1 testing is happening in October - Raj repeats that that EV is licensing only (for now) - Raj brings up the Army wearables contract and Brakeflow which I haven't heard him do in a while"
X Link @ccocke69 2025-10-10T04:07Z XXX followers, 2269 engagements

"It's a good time to be an American battery investor $ENVX $EOSE $AMPX $QS None of the movement has been PR driven either AFAIK. Seems unwise to be short IMO even if you think you're right"
X Link @ccocke69 2025-10-13T20:28Z XXX followers, 1229 engagements

"I think it's less FUD than Dunning-Kruger effect. Successful people tend to overvalue their knowledge after retirement. What is notable though is just how many areas $ENVX shorts are confused about like role of Malaysia in global trade quiet period regs Fab1 etc"
X Link @ccocke69 2025-10-14T18:36Z XXX followers, XXX engagements

"2 weeks later $ENVX warrant exercisers (92% of all warrant holders) are up an incredible XX% or more from $XXXX to $XXXXX. What a reward for faithful investors Some may claim that price is driven by industry sentiment so far but who's complaining 🤑"
X Link @ccocke69 2025-10-15T16:03Z XXX followers, 1277 engagements

"Perfect opportunity for $ENVX to release a viral video showcasing how they are built different"
X Link @ccocke69 2025-10-15T20:02Z XXX followers, XXX engagements

"At least X POs 😅 $ENVX will succeed simply because they have better batteries and certain large scale applications (for example smartphones) will pay for them"
X Link @ccocke69 2025-10-16T05:35Z XXX followers, XXX engagements

"The $ENVX community believes in physics. Simple as that. Force = Pressure Area We also believe that the demand for batteries will grow exponentially forever. We are so early in the AI era"
X Link @ccocke69 2025-10-10T01:36Z XXX followers, XXX engagements

"So.does anyone know of a good writeup for $SLDP tyia $ENVX"
X Link @ccocke69 2025-10-06T19:03Z XXX followers, 1022 engagements

"Raj Talluri being ex-Qualcomm excites me about $ENVX potential. $QCOM moat comes from their chipset IP and vertical integration. X key difference is $QCOM is fabless. Raj can run the same playbook at @EnovixBatteries and create an American battery juggernaut"
X Link @ccocke69 2025-10-09T06:11Z XXX followers, 1172 engagements

"There is an $ENVX short who knows just enough about Malaysia to be confidently wrong (or intentionally misleading). $ENVX is in Penang because it is the largest semiconductor and mfg state in Malaysia by far. A startup goes where the talent is. Also the food is to die for"
X Link @ccocke69 2025-10-09T21:54Z XXX followers, 1024 engagements

"Sooner or later we will see a realignment of global battery supply chains given the tension between China and USA. A good time to be $ENVX both a manufacturer of CE batteries but more importantly capable of XXX% silicon. Remember XX% of graphite comes from China"
X Link @ccocke69 2025-10-11T00:26Z XXX followers, XXX engagements

"A real customer validating that $ENVX has the highest energy density battery is all the more striking when you realize that they are talking about the AI-1. EX-3M is projected to be at least XX% better than EX-2M. How far can they innovate batteries with control of swelling"
X Link @ccocke69 2025-10-16T05:44Z XXX followers, XXX engagements

"@EnovixBurner Quiet period is perfect Lambo demo time for TJ @KGhazzagh $ENVX"
X Link @ccocke69 2025-10-16T05:47Z XXX followers, XXX engagements