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@mcinnes_danny Avatar @mcinnes_danny Danny McInnes

Danny McInnes posts on X about enovix, $envx, $cccx, $ionq the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence stocks XXXX% finance XXXX%

Social topic influence enovix #47, $envx #43, $cccx #50, $ionq #243, $oust 0.99%, mother of 0.99%, $rgti 0.99%, $30m 0.99%, money 0.99%, infrastructure XXXX%

Top accounts mentioned or mentioned by @doh_in @eenlien @stefanpu13 @bullstkpicks @fourier_f @train9898 @mastiefel @joceyreyes209 @mothercabrininy @spenbaker @foldnow1984 @bleacherbum23 @billnyebiscuit @rabbitholegoe @galoosc @kcchris6 @bb3nwtv @banrube @maxonation @mcinnesdanny

Top assets mentioned Enovix Corporation Common Stock (ENVX) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI)

Top Social Posts #

Top posts by engagements in the last XX hours

"@awackywabbit The guy commenting on $OUST thinks it might turn profitable in Q4. Don't see that at all unless there is the mother of all blowouts on revenue in Q3 and Q4 reporting. Your thoughts"
X Link @mcinnes_danny 2025-10-08T06:59Z 3237 followers, XXX engagements

"@1_1savedbygrace I think I've made it pretty clear Daniel. Just check the Enovix related posts in my profile. I do not trust this team any more"
X Link @mcinnes_danny 2025-10-11T19:01Z 3227 followers, XXX engagements

"Even before I turned more negative on Enovix I argued that to be competitively relevant in the smartphone market Enovix would need A LOT of lines. What is true scale in the smartphone battery market when the demand is over 1B units p.a. 'The challenge with breaking into the smartphone battery market is that having great technology is not enough. You also need very large scale to be seriously competitive to be really relevant. Finance guys talk about scale as being when unit production costs flatten out and that will start to happen for Enovix between X and X lines but we're talking about"
X Link @mcinnes_danny 2025-10-12T10:41Z 3229 followers, XXX engagements

"$ENVX It's a funny old world. Several weeks ago I posted about some intel I had on the subject of Enovix's patents and I invited folks to dm me if they wanted to get the background/source info. I only had X guys ask me about the patents and I had to open up dms to all to enable one of them. Cue - lots of dodgy dms :) Not great. These are my settings. If you're not 'verified' but really want to dm me let me know"
X Link @mcinnes_danny 2025-10-11T13:37Z 3237 followers, 4332 engagements

"@rabbitHoleGoe 'Here' as in $CCCX or $ENVX"
X Link @mcinnes_danny 2025-10-13T17:44Z 3235 followers, XXX engagements

"$CCCX $ENVX Not your average SPAC. A quantum computing and quantum sensing company that has better numbers than both $IONQ and $RGTI also arguably better tech than either of them and is currently valued at a small fraction of both even after it's recent (and ongoing) run up. $30M cash burn p.a. is relatively low and supported by generating positive gross margins across sensing and software parts of their business. Interesting comments also about what the CEO sees as the likely first truly commercial application of quantum computing: "someone's going to use this in some kind of photovoltaic"
X Link @mcinnes_danny 2025-10-13T17:38Z 3237 followers, 5355 engagements

"@DrChrisParry The SNP does not speak for Scotland. It likes to think it does but it does not. This Scot supports Israel's right to exist and defend itself from threats to its citizens"
X Link @mcinnes_danny 2025-10-14T11:17Z 3235 followers, XXX engagements

"@eenLien @rabbitHoleGoe Absolutely not. This is not going to be a case where suddenly out of nothing a huge order for millions arrives. That is not how the battery industry works"
X Link @mcinnes_danny 2025-10-09T18:58Z 3227 followers, XXX engagements

"@eenLien Fair point :) There was no question. There was a counter view which you chose not respond to which is fine"
X Link @mcinnes_danny 2025-10-12T12:00Z 3230 followers, XXX engagements

"You're welcome Kevin. I notice the pullback in the last couple of days along with $IONQ. An added bonus for me with this one is what I'd call their financial pragmatism. If you listened to the interview you'll have heard the CEO talk of them being happy to sell 'whatever they have on the truck' alongside quantum computer. In a market with high valuations and in many cases little revenue this is a good approach. It will do doubt be a bit bumpy but am happy to hold a relatively small position here"
X Link @mcinnes_danny 2025-10-15T21:58Z 3237 followers, XXX engagements

"@kelpieforest I will never short Enovix cause I don't do shorting. Most of my money is far more gainfully employed in companies that are a) executing and b) have much more attractive valuations"
X Link @mcinnes_danny 2025-10-09T14:48Z 3227 followers, XXX engagements

"Just my tuppence worth here. There are a bunch of huge players competing for AI leadership and they can't all win. However all of them are going to continue investing heavily for a while yet. So while aggregate spending on infrastructure may be unsustainable in the long run in the short run the fear of losing will keep things going"
X Link @mcinnes_danny 2025-10-15T17:59Z 3237 followers, XX engagements

"@1_1savedbygrace Mute Not at all although there are probably a few who wish I'd f**k off altogether :) If you want to dm me let me know and if I have to change settings that's what I'll do. I did it a while back and got some assholes abusing the opportunity but you're one of the good guys"
X Link @mcinnes_danny 2025-10-11T13:05Z 3230 followers, XXX engagements

"So I'll answer my own question since you've side stepped it :) Eventually it might be 'critical' but not yet. And yes I've asked AI the question as well and there is a possible trajectory that even leaving aside the issue of criticality in a wider market sense looks good for investors. The caution here is that lift off doesn't happen till 2027 and more likely '28"
X Link @mcinnes_danny 2025-10-12T11:35Z 3230 followers, XXX engagements

"$ENVX Enovix has enjoyed a decent run up over the last few months and there are growing expectations of an order from a smartphone OEM. My own view is that it will come but not until after Q3 reporting. People will rightly say that 'manufacturing is hard' but notwithstanding that Enovix's execution has been abysmal since it went public over four years ago. This has become a 'never ending story'. That needs to change fast. Price drives sentiment but Enovix's recent SP rise has occurred largely because we're in a bull market. Here are the X month and X month SP growth levels for a few other"
X Link @mcinnes_danny 2025-10-09T13:25Z 3235 followers, 12.6K engagements

"@eenLien @rabbitHoleGoe I am not miserable because I have a bunch of other great investments to focus on. The hardest thing about Enovix is that I no longer trust this management team. They cover up obfuscate and keep on raising cash to keep the show on the road"
X Link @mcinnes_danny 2025-10-09T19:12Z 3227 followers, XXX engagements