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@Bullstkpicks Avatar @Bullstkpicks Bull Stock Picks

Bull Stock Picks posts on X about $envx, samsung, enovix, $eose the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks technology brands finance fashion brands luxury brands automotive brands countries

Social topic influence $envx #18, samsung, enovix #17, $eose, meta, told, capital gains, if you, chips, retirement

Top assets mentioned Enovix Corporation Common Stock (ENVX) Eos Energy Enterprises, Inc. (EOSE) Toyota Motor Corporation (TM) Alphabet Inc Class A (GOOGL) Energy Transfer, LP. (ET) Advanced Micro Devices (AMD) QuantumScape Corporation (QS)

Top Social Posts #

Top posts by engagements in the last XX hours

"@bert_gilfoyle The question is are you selling at this price for retirement or taking some chips off Either way you deserve it. You have done a service to me and many others"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 13:37:19 UTC XXX followers, XX engagements

"@YetAnotherBruce @FreedFish52 $ENVX oh know dont let @Richard_X_Roe know he may have a heart attack"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-23 13:02:29 UTC XXX followers, XXX engagements

"$ENVX $ENVXW - pretty crazy to think the the 8000 Warrants I will get as of today are worth roughly $X. So that is $56k addition profit if I sold here (I will likely exercise but will hold and see) This is such a creative shareholder friendly way to raise equity. The company is basically taking less cash than they could have to reward shareholders. While it is dilutive from a macro perspective the dilution is paid for in a way that doesnt hurt shareholders and in fact should significantly benefit them. Hard to know where the stock trades when the Warrants are able to be sold (7/21) but even"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-19 18:25:44 UTC XXX followers, 13.4K engagements

"@dinotom1 It went ex-warrant on the 17th that is the day of record for those who got them. So if people wanted to lock in the. They could have sold in the 17th but it has gone up since then. I am not saying there wont be a pullback as we have gone up a ton fast"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-21 10:58:26 UTC XXX followers, XX engagements

"@MichelNantel The next one is going to be the interesting one :)"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 08:01:05 UTC XXX followers, XXX engagements

"Zero agreement on that and I agree but I dont think Samsung coordinated their earnings release date with Enovix. They are massive and have way more in their mind than that and it is highly likely we wont have Enovix until a JV is announced and 20lines are built out. We have zero capacity now or even in XX months for their scale"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 19:11:57 UTC XXX followers, XX engagements

"@rabbitHoleGoe These are the Ray-Ban ones not the new Oakleys. I dont think we are in either. The next ones call Hypernova my meta is what we are likely in"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 06:17:53 UTC XXX followers, XX engagements

"Its a very common day to have earnings based on quarter end nothing more than that. It is too early for anything $ENVX related. Best we could hope for is them just stating there is an increasing need for better batteries. A JV with samusung funding lines in mid to late 2026 could be an option but without a JV we are years out"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 18:43:38 UTC XXX followers, XXX engagements

"@bert_gilfoyle Found it $XXXXX may come by year end @bert_gilfoyle :)"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 05:59:23 UTC XXX followers, XXX engagements

"@2percentisfair @bleacherbum23 Nearly positive it is just a lithium non ENVX battery. Meta Celeste / Hypernova is likely the one"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 14:05:32 UTC XXX followers, XXX engagements

"Could be but I work in commercial banking and so a lot of corporate loan documents with covenants. We have times that we know and the company knows they are going to miss a covenant but they dont request waiver until after the date and we as the bank cant take action / waive until after. This may work differently. I agree that they likely made it just not sure an 8K is required before 7/31 even if they knew they will miss. Appreciate the thoughts I fully admit I dont know SEC rules all that well"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-23 12:51:30 UTC XXX followers, XXX engagements

"@eenLien @bleacherbum23 Could be one of the EV JV companies but I think Porsche / VW or Toyota are more likely. Lucas is battery focused so they probably have a high desire to see EV batteries advance as an industry so they are interested but not sure that means they have any official relationship"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 15:44:57 UTC XXX followers, XX engagements

"$EOSE Sign a JV with them where you build a new factory with dedicated lines just for them. They fund the capex for discount on batteries until paid back. If availability is open on the lines beyond their need at some point in the future do a profit split of 75/25. Creative solutions like this are what I believe EOSE should be doing to strike what the iron is hot with the huge demand and need"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 02:43:34 UTC XXX followers, XXX engagements

"Ha $ENVX I am a huge Bull on this over the longer term but people need to be realistic. They have told us the timeline. On the type of glasses (these did not line up with that). What does line up is shipping them now for the Meta Celeste / Hypernova glasses. For cell is q1 launch (which lines up with q4 shipping) for Oppo or Xiaomi). Second glasses are google or Samsung. Enovix will not be in Apple or Samsung phones for either several years OR if they announce a JV where they fund dedicated lines and just pay a licensing fee. Enovix has no capabilities to make the numbers required for either"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 17:08:00 UTC XXX followers, XXX engagements

"@rabbitHoleGoe Because you get hit with short term capital gains. If you convert no tax and your basis is $XXXX and then hold for at least a year and pay much lower long term capital gains"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 15:25:40 UTC XXX followers, XXX engagements

"@saschawull @bleacherbum23 Need to temper expectations there is almost no chance that this is $ENVX the battery size is way too low and it is way too soon. It would take many many lines for this. 2027 would be the soonest to see us in a Samsung phone"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 12:07:55 UTC XXX followers, XXX engagements

"The advantage of exercising vs selling and buying is purely taxes. Selling warrants is short term capital gains and if you exercise you get todays date as the purchase date at a basis of $XXXX and if you hold more than a year you can get long term capital gain. Other than that no difference"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 02:38:12 UTC XXX followers, XXX engagements

"$ENVX One additional anecdotal observation the prior CFO (Farhan) that left or was asked to leave (really doesnt matter) still owns all the share he left with (over $5M worth). If someone like the that who is no longer working there is still holding with no requirement it should make you at least pause to think why"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 12:20:52 UTC XXX followers, XXX engagements

"They are not moving the goal posts if you slow down to listen and map it out. Yes it takes time but they have kept the same timelines. If they push back next week I will admit it. They said shipping batteries for AR glasses starting around mid year that means a product release in Sept / Oct time frame. These will be high end so not a super high number. They said shipping cell phone batteries in Q4 that means a q1 phone release. This lines up with Oppo or my guess if Xiaomi. They have said this timeline for a while with no change"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 17:17:14 UTC XXX followers, XXX engagements

"$ENVX I believe this announcement is larger than first meets the eye and is tied in with Rajs blog post. I believe they have a breakthrough in an EV battery (will take time to get to market) but during that they realized that the break through with solid state / sulfide material that it can be used in consumer electronic batteries for cell / wearables and that by the time we get to AI-3 / X we are at a whole new level of energy density. This hire with his experience in automotive I think is being made to help drive commercialization of this break through. Just my conjecture but Rajs Blog post"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-14 13:44:07 UTC XXX followers, 6986 engagements

"@scottnixonish @Ben_son_of_Lars Disagree the bottle neck mainly is upfront capital. If they inked a deal when all upfront was funded by NextEra the would figure out the staffing and training part. I just hope they are being aggressive enough on creative JV partnerships to hyperscale"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 03:12:00 UTC XXX followers, XX engagements

"@JohnWDDallas @bleacherbum23 @Fast_Eddie_2001 @Mike_Taylor1972 I am big in $PCT as well bought in the $6-$7 range. My largest holdings are $PBI $EOSE $ENVX $PCT $AMD and $ET"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 01:53:15 UTC XXX followers, XXX engagements

"@MrHaze20321727 @closenberger @bleacherbum23 @fo68413 The rest of the the world doesnt want China to control batteries I can guarantee that. Plus $ENVX will have the best tech by far soon"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-23 18:05:57 UTC XXX followers, XXX engagements

"Agree @1_1savedbygrace (I like your screen name by the way ;) we need to be more realistic for those looking for legit reasons to invest in Enovix. There are tons of reasons but too often n everything is being looked at as if the world revolves around Enovix. Even if Samsung announced moving to Enovix in 2026 for every product (something they would never announce) it would be a tiny blip on Samsungs overall results and they would never coordinate earnings announcements with another company unless they were buying them. 🤔 jk"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 19:09:17 UTC XXX followers, XX engagements

"@RocketPenguin75 @eenLien @RocketPenguin75 do you really think they are going to announce something with Enovix We need to be a bit more realistic on timing of things. We have a good runway but we cant pump everything at Enovix related. This is coming for someone that has a ton of shares and options"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 18:48:25 UTC XXX followers, XXX engagements

"@RealPatrickWebb Breaking Time Magazine fails to list water and oxygen as two of the top 1000 things humans need to survive"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 08:21:44 UTC XXX followers, XXX engagements

"Way too low for $envx. With the number of batteries they need it will need to be a JV and probably looking at 2027. We dont need Samsung at this stage to be wildly successful. This timeline below is the one that is realistic and wildly successful and shows Samsung phones in early 2027"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-24 10:20:26 UTC XXX followers, 1921 engagements

"Would be happy to listen to a bear case that is logical with where things sit now not based on frustrations of the past. We all know every stock when looking through the rear view mirror has many legitimate criticisms and negatives on can point to. My case is since Raj shifted strategy to move to cell phone and specific wearables (VR / Glasses) there has not been a slip in the timeline. 1) they stated shipping MR batteries mid year which lines up with a q4 product delivery which the best guess would be Metas Celeste launch coming 2) they stated mass producing the first cell batteries in q4 of"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 11:44:17 UTC XXX followers, XXX engagements

"@MilhemGroup Yeah he will upgrade after Earnings that is the way he rolls"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-25 01:02:55 UTC XXX followers, XX engagements

"@RocketPenguin75 @closenberger Agree but I dont see $AMPX and $QS as winners. Just my thoughts from some limited research. $EOSE and $ENVX I definitely do"
@Bullstkpicks Avatar @Bullstkpicks on X 2025-07-26 12:46:11 UTC XXX followers, XXX engagements