@spenbaker Avatar @spenbaker spencer baker

spencer baker posts on X about $envx, enovix, linkedin, the new the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 87.85% technology brands 21.5% finance 19.63% social networks 8.41% countries 7.48% cryptocurrencies 2.8% financial services 1.87% events 1.87% travel destinations 0.93% fashion brands 0.93%

Social topic influence $envx #1, enovix #1, linkedin 5.61%, the new 4.67%, we are 4.67%, meta 4.67%, in the 3.74%, stocks 3.74%, $qcom 3.74%, $eose 3.74%

Top accounts mentioned or mentioned by @latereaponder @jackmoynihan16 @enovixbatteries @help3535 @bullstkpicks @sukhvinderbird @stefanpu13 @fourier_f @stockspotify @2percentisfair @bleacherbum23 @ucantenekebey @alperenmic83107 @buried_shopno @michelnantel @chechenlee1 @damnang2 @xebitda @kirkspano @oguzerkan

Top assets mentioned Enovix Corporation Common Stock (ENVX) QUALCOMM, Inc. (QCOM) Eos Energy Enterprises, Inc. (EOSE) Alphabet Inc Class A (GOOGL) Metadium (META) Rocket Lab USA, Inc. Common Stock (RKLB) Snap, Inc. (SNAP) Born in [--] (19) QuantumScape Corporation (QS) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) Snowflake Inc. (SNOW) Vaulta (A) Enphase Energy Inc (ENPH) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$envx Interesting change to the about us bit in todays PR: About Enovix Enovix is a global high-performance battery company serving smartphone smart eyewear defense and emerging edge-AI applications. The company currently manufactures and delivers high-performance lithium-ion batteries for mission-critical defense and industrial uses while advancing commercialization of its next-generation silicon-anode battery platform for smartphones smart eyewear and other edge-AI devices requiring higher energy density and performance without compromising safety. Enovix partners with leading OEMs"
X Link 2026-02-11T15:53Z [---] followers, [----] engagements

"$envx Insightful post on ST"
X Link 2026-02-06T09:23Z [---] followers, [----] engagements

"A reminder that $Envx is going after the defense market generally not just drones"
X Link 2026-02-09T16:14Z [---] followers, [----] engagements

"$envx are targeting the military battery market and are getting an increasing share of the pie"
X Link 2026-02-10T22:43Z [---] followers, [----] engagements

"$envx Continues to hire more staff; new posting: Enovix is seeking an experienced Sr. Manager to lead our Advanced Manufacturing Tooling team in Penang. The candidate will lead a team of engineers to enhance and improve the tooling in our automated assembly lines used in the production of our unique 3D cell architecture. Additionally they will be responsible for CAPEX planning budgeting and revenue control for all future factory tools and equipment. You will work closely with cross-functional teams including product design R&D manufacturing engineering process engineering procurement & supply"
X Link 2026-02-14T08:30Z [---] followers, [----] engagements

"$envx Xiaomi is the only top [--] smartphone OEM headquartered in Beijing. Ergo the second customer who is currently testing AI-1 must be Xiaomi. Envx is recruiting a sales engineer to work mainly on-site at the customers premises in Beijing (rather than in Enovixs Shenzhen office). Envx obviously wants even closer collaboration with this customer to ensure the battery gets qualified. It should also shorten the qualification time. $ENVX The new Technical Sales Engineer will work 'on site' based in Beijing. Xiaomi's headquarters are located in. Yep you guessed it 😀 https://t.co/Op0rkrsHEJ $ENVX"
X Link 2025-12-09T12:57Z [---] followers, [----] engagements

"@CheChenLee1 Sorry I now cant find the web page in question. I found it on Google; it was someone from YBS saying that because Envx was so important to YBS fortunes they would try to get an Envx person on their board by 1st Jan [----]. I was basically googling YBS Penang and Enovix"
X Link 2025-12-10T09:11Z [---] followers, [---] engagements

"$envx Raj in India"
X Link 2025-12-24T11:22Z [---] followers, [----] engagements

"$envx battery to be showcased tomorrow night (Pepcom demo event) The panel discussion on XR Edge might also be relevant being a session exploring how AI is transforming wearable technology"
X Link 2026-01-04T17:26Z [---] followers, [----] engagements

"$envx Independent Testing Confirms Enovix AI-1 Achieves [---] Wh/L - Setting a New Benchmark for Smartphone Batteries Read the press release 👉🏼https://t.co/Nnw2tnlE3H https://t.co/JCOpuzIxn0 Independent Testing Confirms Enovix AI-1 Achieves [---] Wh/L - Setting a New Benchmark for Smartphone Batteries Read the press release 👉🏼https://t.co/Nnw2tnlE3H https://t.co/JCOpuzIxn0"
X Link 2026-01-13T13:37Z [---] followers, [----] engagements

"$envx Interesting post from an XR glasses expert (liked by Enovixs VP of sales). He talks about the glasses becoming available this year. In the comments he says: Regarding the battery this is one of the biggest problems at the moment which is also related to brightness because if the brightness is high then so is the power consumption. Take for example Spectacles from Snap AR. The battery lasts only 30-60 minutes there. Which is a big problem because of this factor and because of the large size of the glasses themselves you will not be able to use them on a permanent basis (which is the goal"
X Link 2026-01-18T10:57Z [---] followers, [----] engagements

"$envx Ajay due to retire amid shakeup of AME leadership. Now we know why we didnt see him on the recent calls. His retirement is not a big surprise given his age (late 60s I believe). Raj: We are entering a pivotal year for Enovix. As we prepare to commence mass production of our silicon-anode batteries for smartphones smart eyewear and other IoT markets in Malaysia we are aligning our leadership around proven high-volume battery expertise disciplined execution and rapid scale-up. With KHs track record in Korea Eds world-class manufacturing experience and a strengthened AME team we are"
X Link 2026-01-20T14:11Z [---] followers, [----] engagements

"$envx Enovix today announced the appointment of Sanghyuck Park as the new Senior Director of Advanced Manufacturing Engineering. His resume on LinkedIn is impressive"
X Link 2026-01-20T19:47Z [---] followers, [----] engagements

"$envx More positives than negatives https://www.stocktitan.net/news/ENVX/enovix-announces-leadership-transition-to-support-manufacturing-l85wxeqmi0ok.html https://www.stocktitan.net/news/ENVX/enovix-announces-leadership-transition-to-support-manufacturing-l85wxeqmi0ok.html"
X Link 2026-01-21T10:15Z [---] followers, [----] engagements

"$envx Highlights from last PR: leadership transition in its operations organization. reflects Enovixs focus on proven high-volume battery manufacturing leadership as it moves toward sustained production for smartphone smart eyewear and defense Kihong Park. brings more than two decades of global battery manufacturing quality and operations leadership with deep experience scaling lithium-ion battery production. and delivered consistent year-over-year growth across Enovixs Korea battery business while improving operational rigor and yield performance. This performance supported approximately 38%"
X Link 2026-01-22T13:29Z [---] followers, [----] engagements

"$envx The shorts and skeptics are out in force trying to spin Ajays retirement into something more sinister. Felon says that its not a retirement and that Ajay is looking for work. Thats demonstrably untrue because: - Ajays LinkedIn page indicates he still works for Enovix and has no Opentowork hastag - the official PR states planned retirement. Management wouldnt lie about this particularly given the possibility of SEC/legal action for misleading investors With the new hires and new operations team Enovix is now in a better position than before. Ignore the doomsayers."
X Link 2026-01-24T08:49Z [---] followers, [----] engagements

"Not sure about that but the fact is there is no evidence that hes looking for work. This is what Grok says wrt Ajay: Enovix announced on January [--] [----] that COO Ajay Marathe informed the company of his decision to retire effective February [--] [----]. The 8-K filing and press releases express appreciation for his role in Fab2 scaling. No public evidence of firing or job search. The lack of a direct quote from him in announcements is not unusual for retirements. https://twitter.com/i/web/status/2015000885173026886 https://twitter.com/i/web/status/2015000885173026886"
X Link 2026-01-24T09:57Z [---] followers, [---] engagements

"He was hired by TJ who knew him. He joined before Raj. His role at AMD where he managed assembly and test operations for millions of units per week demonstrated his capability in large-scale operations which was a key requirement for Enovix's goal of scaling up battery production. Ajay did his job by setting up Fab2 but $envx needs battery production specialists now to get to the next phase. https://twitter.com/i/web/status/2015851798645420048 https://twitter.com/i/web/status/2015851798645420048"
X Link 2026-01-26T18:18Z [---] followers, [---] engagements

"$envx New job posting for Sales Account Manager North America. Based in Fremont"
X Link 2026-01-30T08:13Z [---] followers, [----] engagements

"$envx Nice post from Enovixs sales director wrt this job vacancy. Key words: .this is important. We're expanding our team If you or someone you know. wants to take down some big fish with me shoot me a resume. $envx New job posting for Sales Account Manager North America. Based in Fremont https://t.co/9xJyVxdjF0 $envx New job posting for Sales Account Manager North America. Based in Fremont https://t.co/9xJyVxdjF0"
X Link 2026-01-30T08:30Z [---] followers, [----] engagements

"$envx just recruited a sales operations manager"
X Link 2026-01-30T09:08Z [---] followers, [----] engagements

"$envx $snap is launching a separate business called Specs for its upcoming AR glasses ahead of the launch of its Specs glasses later this year Snapchat builds a whole company around smart glasses efforts https://9to5google.com/2026/01/28/snapchat-is-building-an-entire-company-around-smart-glasses-efforts/ https://9to5google.com/2026/01/28/snapchat-is-building-an-entire-company-around-smart-glasses-efforts/"
X Link 2026-01-30T11:34Z [---] followers, [---] engagements

"@stockspotify Disagree. $Envx is holding up better than most other battery stocks this week"
X Link 2026-01-30T16:57Z [---] followers, [---] engagements

"@stockspotify I disagree with you framing this as peculiar to $envx. Virtually all stocks are in the red"
X Link 2026-01-30T22:39Z [---] followers, [---] engagements

"$envx Expanding the sales team is definitely a great sign. It is a critical high-impact milestone for a startup marking the transition to a scalable revenue engine. It is significant because it directly influences revenue generation market penetration and the ability to handle increased customer demand without burning out existing staff. Its also a sign that customer demand is there and increasing. An uptick in inquiries inbound requests and new market opportunities requires more staff to manage the volume ensuring no leads go cold. A dedicated team allows for higher volume outreach shorter"
X Link 2026-01-31T08:35Z [---] followers, [----] engagements

"$envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple"
X Link 2026-01-31T12:56Z [---] followers, [----] engagements

"@LateReaponder @2percentisfair Agreed. Bullish for $envx and $qcom"
X Link 2026-02-01T08:09Z [---] followers, [---] engagements

"@LateReaponder @damnang2 @2percentisfair Great write up. $qcom is also going after the robotics market. IMO the future is bright for them"
X Link 2026-02-01T19:02Z [---] followers, [---] engagements

"$envx New job posted today for an engineer in Hyderabad. This is a very exciting time at Enovix Were looking for an experienced Staff Electrical Systems Engineer to join our awesome and growing team of innovators at our battery research facility An ideal candidate is a highly experienced system design engineer capable of leading and guiding a small agile team of engineers to develop circuits embedded firmware and software used in battery formation and chemistry research. Ideally the candidate should be comfortable leading and coaching team members as well contributing to system architecture"
X Link 2026-02-02T18:46Z [---] followers, [----] engagements

"$smsd Bought some Samsung to get more exposure to the HBM super-cycle. Plus am hopeful that Samsung does the right thing and strikes a deal with $envx to secure superior batteries for its phones and/or other gadgetry"
X Link 2026-02-03T09:21Z [---] followers, [----] engagements

"$meta $envx $META has a 73% monopoly of the Smart Glasses TAM. In [----] AI glasses sales grew by over 250%. This industry is growing at a 27.3% CAGR. $META https://t.co/IR9pb7jjvH $META has a 73% monopoly of the Smart Glasses TAM. In [----] AI glasses sales grew by over 250%. This industry is growing at a 27.3% CAGR. $META https://t.co/IR9pb7jjvH"
X Link 2026-02-03T10:46Z [---] followers, [----] engagements

"$envx JP Morgan analyst Bill Peterson maintains Enovix with a hold rating and maintains the target price at $10. Bill is the most pessimistic analyst. Out of [--] analysts [--] are hold and [--] are buy. Average PT is $19"
X Link 2026-02-04T10:50Z [---] followers, [----] engagements

"$envx Another dot pointing to a possible deal in the works with Apple $envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple. https://t.co/tJPrEERtVf $envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple. https://t.co/tJPrEERtVf"
X Link 2026-02-04T11:21Z [---] followers, [----] engagements

"$envx This is potentially huge because: by next year smartphones sold in the European Union will be required to have user-replaceable batteries. This new EU legislation mandates that batteries must be removable and replaceable by the end-user without requiring technical expertise or specialized tools aiming to increase sustainability reduce waste and improve repairability. While initially an EU regulation this is expected to have a global impact on smartphone design similar to how the USB-C mandate influenced device ports worldwide. $envx Fairphones [----] mAh battery is designed to be easily"
X Link 2026-02-04T11:48Z [---] followers, [----] engagements

"Feeling relieved I sold sizable positions a couple of weeks ago. Goes to show that its good to take profits especially just before bearish months like February and September. Just need a positive ec from $envx which is due in about [--] weeks. Presumably the bottom is now in. Its holding up better than others such as $eose and $qs. To guard against the Greenland dispute escalating yesterday I bought $rhm and sold the following to lock in profits: $googl $rklb $msft $hood $snow February is often a bearish month anyway. Looking to buy the dip on the first [--] stocks and: - a drone company such as"
X Link 2026-02-04T19:31Z [---] followers, [----] engagements

"@Help3535 My tweet was about the past [--] weeks. In that time $envx went from $7.50 to its current [----]. So not too dramatic compared to other similar stocks"
X Link 2026-02-04T20:35Z [---] followers, [---] engagements

"Wrong. $envx wins on both as its silicon cells are light in weight and they pack a lot of energy in a compact form"
X Link 2026-02-06T09:06Z [---] followers, [---] engagements

"@Bullstkpicks 🤮"
X Link 2026-02-06T11:33Z [---] followers, [---] engagements

"@Bullstkpicks $Envx is similarly up pm"
X Link 2026-02-06T11:35Z [---] followers, [---] engagements

"@Bullstkpicks @xEBITDA That was a grizzly short report attacking $eos which should not be confused with $eose. Author was Grizzly Research"
X Link 2026-02-06T11:41Z [---] followers, [---] engagements

"$envx Mr Lambrecht an engineer focusing on batteries at L3Harris liked JDs recent post. These two know each other and they had a catch up at last years international battery seminar. L3 is known for making autonomous underwater vehicles. Brings to mind the earnings deck from the last ec which specifically refers to multiple design wins wrt subsea vehicles. Im guessing one of those DWs is with L3Harris. $envx Another rather pithy post from him (engineer whose main job at Enovix is customer engagement). Highly likely we get good news on the ec regarding a drones customer."
X Link 2026-02-06T13:46Z [---] followers, [----] engagements

"$envx Nice bounce of 12% Hopefully not a dead cat"
X Link 2026-02-06T17:14Z [---] followers, [----] engagements

"Looks like $envx couldnt have chosen a better Chinese customer EC is due later this month and could include news regarding Honors lifecycle testing. Possibly the call gets pushed back as management wants to announce successful completion of this testing https://www.androidcentral.com/phones/honor-phones/honor-growth-report-2025 https://www.androidcentral.com/phones/honor-phones/honor-growth-report-2025"
X Link 2026-02-08T14:06Z [---] followers, [----] engagements

"Absolute deadline for $envx to hold ec is [--] March. If this is confirmed as the date then expect good news on the call wrt to Honor"
X Link 2026-02-08T14:09Z [---] followers, [----] engagements

"@SukhvinderBird Whats the source for that"
X Link 2026-02-09T04:19Z [---] followers, [--] engagements

"$envx March [--] is the MWC [----] Preview Sunday when companies like Honor typically hold their primary keynotes. Enovix might get an honorable mention Honor's keynote may include snippets regarding their [----] battery roadmap which may name Enovix as a commercial partner for their later [----] flagship models. While there is no official confirmation that Enovix will have its own dedicated booth or independent keynote at MWC they could be a significant presence through their customer Honor. Honor has officially scheduled its primary MWC launch event for [--] March [----] at 13:00 CET at Palau de"
X Link 2026-02-09T09:47Z [---] followers, [----] engagements

"@JackMoynihan16 @stefanpu13 As of early [----] $envx reported a global workforce of [---] full time employees. This is an increase from [---] employees reported at the end of 2024"
X Link 2026-02-09T18:07Z [---] followers, [----] engagements

"We all agree that comms continues to disappoint. $envx seems to be saving all the news for earnings and we are now in the quiet period. As some famous investor once said the stock market is a device for transferring money from the impatient to the patient. Yes we didnt realize we had to be this patient after Raj posted patience my friend. But Raj recently admitted that things have taken much longer than he expected. We are now in the final furlong wrt getting the first smartphone PO. Just need to hold on for another couple of weeks until we know the score (or at least hear some feedback from"
X Link 2026-02-11T09:53Z [---] followers, [---] engagements

"$envx has integrated the Solar Edge assets into its Korean operations to support its ramp up. The acquisition was a key driver in Enovix's 38% revenue growth in [----] providing the infrastructure needed to meet rising demand in the defense and industrial sectors. The acquisition is projected to continue improving gross margins throughout [----] as the company ramps up production. Enovix is currently building a manufacturing line at this site to produce its silicon-anode cells locally. While the facility has historically served defense and industrial customers the expansion aims to scale"
X Link 2026-02-12T09:24Z [---] followers, [---] engagements

"$envx New job posted for sales account manager in Fremont. Responsibilities: Support and grow a portfolio of customer accounts serving as a day-to-day commercial contact and ensuring timely accurate and professional engagement. Build strong working relationships with customer stakeholders by understanding their operational technical and commercial needs. Coordinate internally to support issue resolution related to quality delivery schedules logistics and ongoing customer requests. Actively support new business development efforts through prospecting lead follow-up and early customer"
X Link 2026-02-06T09:54Z [---] followers, [---] engagements

"RT @KirkSpano: $SPWR $ENPH $ENVX"
X Link 2026-02-10T13:43Z [---] followers, [--] engagements

"$envx New job just posted for principal HRIS analyst in Penang. Were looking for a results-oriented and solutions-driven Workday Principal HRIS Analyst to support and enhance our Workday platform with different modules inside Core HCM Recruiting Talent Compensation Advanced comp Time & Absence and Learning. In this role you will serve as internal expert managing and improving Workday functionality with a focus on accuracy security and user experience. You'll partner with stakeholders across the organization to troubleshoot issues drive process improvements maintain data integrity and support"
X Link 2026-02-09T09:56Z [---] followers, [----] engagements

"$envx Theres a new job vacancy in Nonsan for a manufacturing technician Probably means theyre getting more business from defense contractors"
X Link 2026-02-12T08:55Z [---] followers, [----] engagements

"RT @oguzerkan: $NBIS posted great results again. Revenue of $227 million missed the consensus estimate of $247 million but I think this w"
X Link 2026-02-12T13:20Z [---] followers, [--] engagements

"$envx Fairphones [----] mAh battery is designed to be easily removed and replaced by the user A replacement battery costs [--] This presents an opportunity for @EnovixBatteries to supply replacement batteries for phones like this. AI-1 = [----] mAh https://www.theguardian.com/technology/2026/feb/04/fairphone-6-review-cheaper-repairable-longer-lasting-android https://www.theguardian.com/technology/2026/feb/04/fairphone-6-review-cheaper-repairable-longer-lasting-android"
X Link 2026-02-04T11:43Z [---] followers, [----] engagements

"$envx Another rather pithy post from him (engineer whose main job at Enovix is customer engagement). Highly likely we get good news on the ec regarding a drones customer. $envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers. https://t.co/7C53eHrwRY $envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers. https://t.co/7C53eHrwRY"
X Link 2026-02-06T09:43Z [---] followers, [----] engagements

"$rklb Bought back my position today for $67. Couldnt resist at that price point. Sold last month at $95 near ATH. Hard to time the market but worth it sometimes especially when stock at ATH and geopolitics are looking more dicey than usual and a bearish month is approaching"
X Link 2026-02-11T16:22Z [---] followers, [---] engagements

"$envx currently manufactures and delivers high-performance lithium-ion batteries for mission-critical defense and industrial uses and is expanding manufacturing capabilities to support commercialization across consumer industrial and defense markets including drones and other mission-critical systems More emphasis on defense and drones though smartphone market is listed first on both instances of listing target markets in this PR today"
X Link 2026-02-11T16:27Z [---] followers, [----] engagements

"Table was created by Gemini who obtained its data from fintel and related filings"
X Link 2026-02-14T10:58Z [---] followers, [---] engagements

"#jlp #copper Jubilee Metals Group plc has transformed into a pure-play Zambian copper producer. Its strategy focuses on doubling copper production in [----] positioning it well for the rising global demand for copper. The stock trades materially below its book value and seems very undervalued. #JLP Looking good for a [----] rise. https://t.co/3h3tT4AZ4v https://t.co/vXvKJwSS90 #JLP Looking good for a [----] rise. https://t.co/3h3tT4AZ4v https://t.co/vXvKJwSS90"
X Link 2026-02-03T12:54Z [---] followers, [---] engagements

"$envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers"
X Link 2026-02-05T19:35Z [---] followers, [----] engagements

"$envx Yet another job posted for Penang. This for a Senior EHS Engineer Lead and govern Environment Health & Safety (EHS) systems for battery manufacturing operations ensuring regulatory compliance risk mitigation and a strong safety culture across processes involving chemicals energy storage and high-risk operations. Key Responsibilities: Lead EHS strategy standards and governance for the site Ensure compliance with applicable local EHS regulations and other compliance obligations Proactively Identify and mitigate risks related to cell thermal runaway machinery gas/electrical safety Conduct"
X Link 2026-02-11T09:08Z [---] followers, [---] engagements

"$envx Aside from smartphones Enovix is currently prioritizing XR/smart eyewear and defense. The post below shows a great combo of the these two applications"
X Link 2026-02-11T09:22Z [---] followers, [----] engagements

"Obviously studying the chart helps and this (selling at highs and buying back in on a pb /correction) is only worth doing for high conviction names imo"
X Link 2026-02-11T16:42Z [---] followers, [---] engagements

"Responsibilities: Support manufacturing lines by incorporating design fixes and improvements for tooling issues. Work with existing and new OEMs to implement design changes and upgrades to existing equipment. Plan conceptualize and create mechanical designs for manufacturing automation equipment including scope development prototyping and fabrication. Perform engineering calculations to support design work. Team Leadership: Manage and motivate a Tooling Engineering team by providing guidance on automation projects and ensuring collaboration across departments. Technology Integration: Stay"
X Link 2026-02-14T08:38Z [---] followers, [---] engagements

"$envx Several major institutions have recently increased their positions in Enovix Notable recent buyers include Deutsche Bank which increased its stake by 258.6% and JPMorgan which reported a 235.6% increase in its holdings. Federated Hermes Inc. also showed substantial accumulation with a 143.5% quarterly increase. See table below. Vanguard continues to hold the largest position increasing its stake (on [--] January) to over [----] million shares. Other notable investors including First Trust Advisors LP and various new entrants like Caitong International Asset Management reported increased or"
X Link 2026-02-14T10:50Z [---] followers, [----] engagements

"$eose $spwr 🚨 Solar is the largest source of new U.S. power capacity https://t.co/635frIhyG7 🚨 Solar is the largest source of new U.S. power capacity https://t.co/635frIhyG7"
X Link 2026-02-15T09:41Z [---] followers, [---] engagements

"$envx Robots soon to be powered by $qcom and its battery partner Enovix. Im long both as well as $amzn. Qualcomm $QCOM CEO: Robots are a trillion dollar opportunity and if you take a look at $AMZN distribution centers you'll see a lot of robots. wonderful example https://t.co/gBRISGQxjD Qualcomm $QCOM CEO: Robots are a trillion dollar opportunity and if you take a look at $AMZN distribution centers you'll see a lot of robots. wonderful example https://t.co/gBRISGQxjD"
X Link 2026-01-06T10:07Z [---] followers, [----] engagements

"$envx Theres little doubt that smart eyewear will be a huge market. That is why Enovix has developed a smart-eyewear-optimized version of AI-1 which has higher energy density. They have partnered with Jorjin and a demo of the latters glasses featuring Enovixs battery is imminent. From the wording used by Enovix there wont just be one demo but several: Later this week well share a few examples of how early products and teams are shaping this emerging smart-eyewear market with Enovix batteries. More to come from CES. $envx https://t.co/CmrIVV51Vp $envx https://t.co/CmrIVV51Vp"
X Link 2026-01-07T10:03Z [---] followers, [----] engagements

"$envx Another named eyewear customer This ones based in Berlin; check their website - Their comment on LinkedIn is pretty cool see below. Sounds like a purchase order is about to be announced: We are excited to collaborate with LAtitude 52N as Enovix technology powers its award-winning smart eyewear. https://www.latitude52n.com/ https://www.latitude52n.com/ $ENVX Let's geaux fam "Greetings from CES. Smart eyewear is poised for a breakout in 2026driven by major technology breakthroughs and deeper collaboration with fashion designers to enable true mass-market adoption. This category sits"
X Link 2026-01-07T19:14Z [---] followers, [----] engagements

"$envx New job in Fremont for Technical Program Manager. Requires international travel ofc. This is an exciting time at Enovix We are looking for experienced candidates to help support our [-----] square-feet lithium-ion battery production facility in Penang Malaysia for commercialization of our 3D Silicon Lithium-ion Rechargeable Battery. We are seeking an experiencedTechnical Project Lead (TPL)candidate to lead our product development programs. As a TPL you will work closely with cross-functional teams including product management R&D process development manufacturing engineering procurement &"
X Link 2026-01-09T09:49Z [---] followers, [----] engagements

"Revenue is increasing. Margin is expected to be 50% and ASP $15 or more. But the figures dont really matter at this stage; getting deals done validates the tech and gives $envx visibility in the market to attract more customers and investors. Things are going in the right direction albeit too slowly for some people. https://twitter.com/i/web/status/2009936460841967646 https://twitter.com/i/web/status/2009936460841967646"
X Link 2026-01-10T10:32Z [---] followers, [---] engagements

"@bleacherbum23 As $Envx themselves point out Jorjin is Foxconn-backed. This suggests that these glasses will be produced at scale later this year"
X Link 2026-01-10T17:31Z [---] followers, [---] engagements

"These results are made possible by Enovixs breakthrough battery architecture which harnesses the superior energy-storage properties of siliconrather than traditional graphiteto deliver meaningfully higher energy density in commercially scalable lithium-ion batteries said CEO Doug Morris Polaris Battery Labs. https://twitter.com/i/web/status/2011090756228755930 https://twitter.com/i/web/status/2011090756228755930"
X Link 2026-01-13T14:59Z [---] followers, [---] engagements

"$envx Talk of Meta not being interested in Enovix batteries is baseless FUD. Why would they not be interested in improving their products Battery life is the biggest problem for smart glasses. Meta are doubtless testing Envxs AI-1 battery. Meta is too big to get locked into supply agreements. If they wanted to swap suppliers to secure a superior component they would do so and if need be just pay off the old supplier. AI seems to agree. (N.B. Grok thinks Meta is the customer wrt the prepaid order but this could be incorrect). Gemini: Meta utilize multiple suppliers for internal components"
X Link 2026-01-15T10:06Z [---] followers, [----] engagements

"$envx and $meta are collaborating. In support of this assertion I present the following factual evidence. [--]. In June [----] Envx signed an agreement with a leading California-based technology company to provide batteries and packs for an MR headset. Under the terms of the agreement Envx would receive an immediate payment for tooling followed by payments for the delivery of both sample and production quantities. Unusually Samira Naraghi was quoted in the PR. She said We are thrilled to sign this agreement with a clear leader in the mixed reality market [--]. In January [----] Envx received a sizable"
X Link 2026-01-15T19:01Z [---] followers, [----] engagements

"$envx Article by DIGITIMES including an interview with Raj https://www.digitimes.com/news/a20260113PD207/wearable-2026-smart-glasses-ces-technology.html https://www.digitimes.com/news/a20260113PD207/wearable-2026-smart-glasses-ces-technology.html"
X Link 2026-01-16T14:53Z [---] followers, [----] engagements

"$envx TL;DR: Odds Enovix is working with Meta: 85%. The evidence is too specific to ignore and it's the leading hypothesis among analysts/investors. - Odds Enovix is working with Google: 45%. Plausible but relies more on speculation; could be the "second" partner if Meta is the lead. - Odds Enovix is working with either Meta or Google: 95%. The chance neither is involved seems low given the MR focus and Silicon Valley ties. It's possible both are (e.g. different programs) pushing this even higher. @spenbaker https://t.co/KaRxBU8awT @spenbaker https://t.co/KaRxBU8awT"
X Link 2026-01-17T16:06Z [---] followers, [----] engagements

"$envx Most people dont appreciate the myriad use cases of XR. Even extends to transforming the steel fabrication industry"
X Link 2026-01-19T08:21Z [---] followers, [----] engagements

"$envx New job in Penang. We are looking for a Principal Mechanical Design Engineer to join our Product Development Group. The engineer will be responsible for defining the design specs including minmax limits for robust Process Yields and Quality"
X Link 2026-01-19T08:30Z [---] followers, [---] engagements

"$envx Its partner is making all the right headlines"
X Link 2026-01-19T10:28Z [---] followers, [----] engagements

"$envx Positive comments from XR glasses expert wrt Jorjin"
X Link 2026-01-19T12:18Z [---] followers, [----] engagements

"$envx The XR expert while not being a battery specialist says that silicon batteries are used by many glasses OEMs. So Enovix is likely to gain traction in this market. He touches on the new trend of swappable batteries. These will likely become the norm which means Envx could end up doubling its sales in this market. https://twitter.com/i/web/status/2013229503049248923 https://twitter.com/i/web/status/2013229503049248923"
X Link 2026-01-19T12:38Z [---] followers, [----] engagements

"$envx The next earnings call (for Q4 [----] and full year 2025) has not been officially announced yet. However based on historical patterns and estimates from financial data providers the earnings call will be on or around February 18"
X Link 2026-01-20T09:43Z [---] followers, [----] engagements

"$envx Kihong (KH) Park is the SVP of Global Manufacturing Operations. He possesses over [--] years of experience in global battery manufacturing quality control and operations leadership. He has deep experience scaling lithium-ion battery production across multiple continents specifically Asia Europe and North America. Enovix Leadership (2023Present): Since [----] he has specifically overseen Enovix's South Korea manufacturing operations. His leadership of the Korean business unit contributed significantly to a reported 38% revenue growth in [----]. He played a key role in integrating acquired"
X Link 2026-01-20T19:01Z [---] followers, [----] engagements

"$envx New hire Ed Casey: Casey has decades of experience leading HVM and tech scale-ups within complex multinational environments specifically in Southeast Asia. His career includes senior leadership roles at several major technology and hardware firms: ams OSRAM VP Operations. Most recent role where he focused on manufacturing efficiency and operational scale Western Digital: Senior Director Plant Manager Solopower: COO Seagate: Executive Director Substrate Development Komag: COO and VP Key Credentials & Expertise Mass Production Scaling: Extensive background in driving manufacturability and"
X Link 2026-01-20T19:20Z [---] followers, [----] engagements

"$envx said of Ajay a couple of days ago that they appreciate his continued support during this transition. This was a planned retirement. There were no disagreements between Ajay and other members of management. Ajay remains employed for a month following the announcement. His last day is [--] February. He will assist and support the smooth handover to the new operations leadership. There is no suggestion of him resigning or being forced out. This was all planned some time ago. The new operations leadership including the [--] new hires is a big positive. With KHs track record in Korea Eds"
X Link 2026-01-22T09:28Z [---] followers, [----] engagements

"Good point. Ajay started at $envx in November [----] and probably intended to be in Malaysia setting up fab2 for [--] years. He spent most of his working life in California and now wants to return there or to his roots (in India presumably). He had [--] years of semiconductor experience before joining Envx. Great for setting up the fab but the new seasoned world class ops leadership is more suited to perfecting and running operations from this point. Ajay had no battery experience before joining Envx. https://twitter.com/i/web/status/2014322971037356423"
X Link 2026-01-22T13:03Z [---] followers, [---] engagements

"@ucantenekebey How tf am I misleading or pretending when my tweet comprises direct quotes from the PR"
X Link 2026-01-22T16:46Z [---] followers, [---] engagements

"@Seymour24037540 @ucantenekebey @EnovixBatteries Youre just rehashing ancient short theses: Raj sold some shares $envx is one big fraud built on lies. Such theses are all bs because theres something called SEC and theres lawyers watching too. Desperate stuff which means youre a short fake long or former long"
X Link 2026-01-23T08:52Z [---] followers, [---] engagements

"@topsecretstocks My money is on $eose and $envx. Latter will also be producing SSBs"
X Link 2026-01-23T10:53Z [---] followers, [----] engagements

"Im sure you and $envx will get better with time. Im reminded of my ex who really suffered after her sister (who was also her best friend) died. She turned to spirituality and booze. She ignored my suggestion of seeing a grief counselor. She basically had an abnormal grief reaction so my suggestion was a good one Anyway she eventually got better like you will too. Looking forward to your return to twitter. All the very best in the meantime 🙏 https://twitter.com/i/web/status/2014975695173386485 https://twitter.com/i/web/status/2014975695173386485"
X Link 2026-01-24T08:16Z [---] followers, [---] engagements

"$envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for 2025"
X Link 2026-01-26T13:56Z [---] followers, [----] engagements

"$envx Next year looks promising according to Gemini $envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for [----]. https://t.co/QnVsdBQoWC $envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for [----]. https://t.co/QnVsdBQoWC"
X Link 2026-01-26T14:08Z [---] followers, [----] engagements

"Nibbled on some of these as theyre currently on special offer: $zeta $umac $intc $poet"
X Link 2026-01-26T17:34Z [---] followers, [---] engagements

"$meta $envx Future is bright for smart glasses which are now going mainstream. @StockMKTNewz $META Ray-Ban sales tripled YoY. They sold out within 48hrs of launch not hard to see why https://t.co/rvAQVGiDby @StockMKTNewz $META Ray-Ban sales tripled YoY. They sold out within 48hrs of launch not hard to see why https://t.co/rvAQVGiDby"
X Link 2026-01-29T10:45Z [---] followers, [----] engagements

"Suraj is the son of Raj. Nice of Raj to get his son a high-powered job Suraj Talluri is the Business Development and Sales Director (or Sales Director in some listings) with his LinkedIn and other profiles confirming his role there. He was first employed by $envx as senior sales manager in January [----]. Then in April [----] he got promoted to sales director. https://twitter.com/i/web/status/2017196509578596681 https://twitter.com/i/web/status/2017196509578596681"
X Link 2026-01-30T11:21Z [---] followers, [---] engagements

"@FreedFish52 I had similar worries a couple of weeks back. So I sold some sizable positions to lock in profits. Feb is often a red month anyway"
X Link 2026-02-01T19:49Z [---] followers, [--] engagements

"TipRanks = Strong Buy"
X Link 2026-02-04T10:58Z [---] followers, [---] engagements

"Seems bullish for $mu and $qcom. Bought some $mu yesterday at $375. Could be last chance to buy under $400. $MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products." Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following NVIDIA's "Vera" CPU which features LPDDR5X memory on the $MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products." Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following"
X Link 2026-02-06T12:01Z [---] followers, [---] engagements

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