@taubamush Avatar @taubamush Adam Taub

Adam Taub posts on X about $envx, ai, enovix, ceo 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 59.05% finance 25.71% technology brands 12.38% countries 4.76% social networks 4.76% automotive brands 2.86% cryptocurrencies 0.95% exchanges 0.95%

Social topic influence $envx #7, ai 20.95%, enovix #8, ceo 12.38%, $soun 11.43%, $ai 10.48%, in the 10.48%, this is 6.67%, $krmn #1, company 5.71%

Top accounts mentioned or mentioned by @enovixbatteries @streamrg @doctorow @capybarashort @culperresearch @stockjabber @rajtalluri @compound248 @sama @openai @jonrauch @davidafrench @christineemba @theatlantic @brookingsinst @ksadjadpour @jameshamblin @sbakermd @leoshmu @lastcallcnbc

Top assets mentioned Enovix Corporation Common Stock (ENVX) SoundHound AI, Inc. Class A Common Stock (SOUN) Sleepless AI (AI) Karman Holdings Inc (KRMN) Symbotic Inc. Class A Common Stock (SYM) NVIDIA Corp. (NVDA) Walmart, Inc. (WMT) Luminar Technologies, Inc. Class A Common Stock (LAZR) Oklo Inc. (OKLO) Rigetti Computing, Inc. Common Stock (RGTI) IonQ, Inc. (IONQ) NuScale Power Corporation (SMR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Hims & Hers Health, Inc. (HIMS) HealthSci.AI (HSAI) Auroracoin (AUR) TransDigm Group, Inc. (TDG) Crane Holdings, Co. (CR) Tesla, Inc. (TSLA)

Top Social Posts

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

"$ENVX Enovix COO Ajay Marathe is retiring. He has been the face of Enovix's "Journey to Scale" even dialing into an earnings call from a Malaysian clean room in Febuary [----]. However as Enovix has pulled back on disclosures of yields and throughput over the past couple quarters Marathe has been increasingly absent. It's not a big surprise to learn of his departure. What is less well known however is that his retirement follows a slew of mid and senior level hardware employees' departures over the past year. Keep your eyes open for: 1) new risk factors when Enovix files its 10-K; and 2)"
X Link 2026-01-20T18:41Z [----] followers, [----] engagements

"$KRMN- Ive been using AI more to help inform my research. There are a fair number of pieces out there questioning the Karman roll up and accounting. Some analysts have privately dug in on the companys operations and the sustainability of their margins but I havent beyond some conversations. I thought this would be a good use case for AI to help. Get busy living or get busy dying I guess. Heres the output. What do you think is this additive or more AI slop 1/ https://twitter.com/i/web/status/2023069322751746085 https://twitter.com/i/web/status/2023069322751746085"
X Link 2026-02-15T16:18Z [----] followers, [---] engagements

"$KRMN Layer [--] Genuine technical IP (LOWER RISK BUT SMALL PORTION). The [--] patents tell you how thin this layer is. Systima's energetics capabilities (pyrotechnics cartridge-actuated devices safe-and-arm initiation) are genuinely specialized and hard to replicate. ISP's solid propulsion work adds to this. The Seemann submarine bow cone work is apparently truly sole-source. But these are pieces of the portfolio not the whole thing. The AMRO precision machining and AEC composite fabrication work while high-quality is not protected by patents. It's protected by qualifications and relationships"
X Link 2026-02-15T16:18Z [----] followers, [---] engagements

"The hits keep coming on the questionable $SYM / ASR deal. As $SYM booked high margin revenue from $WMT in the quarter from their ASR commercial agreement (tied to the acquisition from $WMT) $SYM turned around this week and is laying off 320-390 people from ASR. 1/"
X Link 2025-05-07T21:56Z [----] followers, 12.4K engagements

"@compound248 @sama @OpenAI How dare you question my pocket Aces face BRAD"
X Link 2025-11-01T15:23Z [----] followers, 23K engagements

"With $LAZR filing Ch [--] can another western lidar maker emerge vs China Among lidar experts there's both optimism & skepticism: Is FMCW's juice worth the squeeze $HSAI $AUR $AEVA Voyant hiring Clement Nouvel from Valeo is def a positive. Good https://junkoyoshidaparis.substack.com/p/silicon-photonics-revive-lidar-battle https://junkoyoshidaparis.substack.com/p/silicon-photonics-revive-lidar-battle"
X Link 2025-12-15T18:20Z [----] followers, [---] engagements

"$GIG Hadron Energy thats a lot of PR. Twenty emails in ten minutes. Great quarter guys"
X Link 2025-12-19T03:01Z [----] followers, [---] engagements

"$KRMN - Ive been using AI more to help inform my research. There are a fair number of pieces out there questioning the Karman roll up and accounting. Some analysts have privately dug in on the companies operations and the sustainability of their margins but I havent. I thought this would be a good use case for AI to help. Get busy living or get busy dying I guess. Heres the output I got. What do you think is this additive or more AI slop What Karman Actually Is Strip away the investor deck language and Karman is a collection of Southern California and Pacific Northwest machine shops and"
X Link 2026-02-15T15:50Z [----] followers, [--] engagements

"From Claude on $KRMN: What Karman Actually Is Strip away the investor deck language and Karman is a collection of Southern California and Pacific Northwest machine shops and composite fabricators. The original building blocks tell the story: AMRO Fabricating: precision machining and forming of isogrid/orthogrid skin panels welding assembly. Based in South El Monte CA. Job postings reveal they're hiring welders fabricators deburring operators and inspectors this is blue-collar manufacturing work. The Indeed reviews are revealing they mention welding tests during interviews fabrication to print"
X Link 2026-02-15T16:18Z [----] followers, [---] engagements

"$KRMN Why the Margins Look Good and Why They Might Not Persist I think the margin story has several distinct layers and they each have different durability: Layer [--] Small business pricing dynamics (HIGH RISK).This is the most important and least discussed angle. In [----] 87% of Karman's revenue came through sole-source or single-source contracts. Nasdaq But here's the key distinction the bulls gloss over: "sole-source" in a defense context doesn't necessarily mean Karman holds irreplaceable IP. It often means Karman was the qualified supplier on a program possibly originally winning work"
X Link 2026-02-15T16:18Z [----] followers, [---] engagements

"$KRMN The Bottom Line on Margins The TransDigm comparison fails because TDG's moat is aftermarket pricing power on installed-base spares where DoD literally cannot say no. Karman's moat is primarily about being the qualified small supplier on active production programs. That's a good business but it's a structurally different and weaker competitive position. TDG can raise prices on existing parts. Karman has to negotiate new prices on new contracts. The 30%+ EBITDA margin is probably the high-water mark not the new normal. Some compression toward 22-25% over the next few years seems likely as"
X Link 2026-02-15T16:18Z [----] followers, [---] engagements

"Xanadu a photonics based approach to quantum announced today that it's going public through a SPAC ( $CHAC ) joining the fray of public quantum companies. With Infleqtion a neutral atoms based approach going public through a SPAC ( $CCCX ) there are now pure plays for four major modalities -- $RGTI (superconducting) and $IONQ (trapped ion) are best known. With more ways to invest in quantum investors will continue realizing that there are a lot of companies and approaches pursuing quantum to say nothing of the open questions on timelines scaling of qubits and meaningful commercial adoption."
X Link 2025-11-04T01:18Z [----] followers, 37.4K engagements

"I understand the COO wearing a cleanroom suit for a video tour of the facility but taking the earnings call in a cleanroom suit gives off a gratuitous / performative vibe imo. $ENVX"
X Link 2024-02-20T22:46Z [----] followers, 50K engagements

"A friend in AI research connected Jassy's "There is no compression algorithm for experience" quote to Ted Chiang's [----] essay: I explored the idea further with Claude including pushing it to identify its own trained behaviors like its compulsive affirmation faux candor and the way every conclusion reads like Claude is closing out a TED Talk. I learned from Claude that these tics and several others are really just compression artifacts from its training data. They're basically blurry mimicry of human depth without any of the substance. And no matter how much I complain Claude goes back to"
X Link 2026-02-16T06:15Z [----] followers, [---] engagements

"Cross Purposes: Christianity's Broken Bargain with Democracy by @jon_rauch This was the final book I read in [----]. I recommend it. Too many takeaways to summarize but two key points that stood out for me: 1) Don't be afraid. Politics and everyday life are rife with fear-driven motivation. Social media preys on and amplifies this. 2) Don't compartmentalize your morality. This was captured in a quote paraphrased from @DavidAFrench "I'm a jerk online / in business / in politics but you should see me at the soup kitchen" (excerpt from a podcast not from the book) Can Christianity get its act"
X Link 2025-12-31T18:19Z [----] followers, [---] engagements

"Wishing everyone a happy healthy and prosperous year ahead 🎉🍾"
X Link 2026-01-01T01:02Z [----] followers, [---] engagements

"Esthers of the world rise up Hamedan is one of my ancestral cities. I am a daughter of Esther whose tomb is in this video and also of Cyrus the Great who liberated my ancestors. Hamedan my beautiful home is under siege by a brutal terrorist army and my people are being killed yet fighting like lions and https://t.co/lUbzUGzLAI Hamedan is one of my ancestral cities. I am a daughter of Esther whose tomb is in this video and also of Cyrus the Great who liberated my ancestors. Hamedan my beautiful home is under siege by a brutal terrorist army and my people are being killed yet fighting like"
X Link 2026-01-01T05:07Z [----] followers, [---] engagements

"Plan for 2026"
X Link 2026-01-03T23:42Z [----] followers, [---] engagements

"RT @ksadjadpour: Shocking: As many as [-----] people could have been killed in the streets of Iran on Jan. [--] and [--] alone two senior offici"
X Link 2026-01-25T08:21Z [----] followers, [----] engagements

"@jameshamblin @SBakerMD A friend suggested some additional people to contact for a balanced article: Gary Taubes Tim Noakes Ted Naiman Zoe Harcombe Dom D'Agnostino Denise Minger Amy Berger Peter Bollerstedt Nina Teicholtz Georgia Ede Doug McGuff Virta Health"
X Link 2018-08-28T15:31Z [----] followers, [--] engagements

"This guy knows a thing or two about blood testing from his experiences at Theranos. Another good idea from my hero. Another good idea from my hero"
X Link 2020-03-30T23:49Z [----] followers, [--] engagements

"I agree with 80% of what almost everyone says. If you find yourself disagreeing with someone almost all the time you may not be thinking critically about ideas but just judging people"
X Link 2022-01-27T19:30Z [----] followers, [--] engagements

"Decided to revisit the Ark [----] Tesla model $TSLA"
X Link 2022-12-27T21:44Z [----] followers, [----] engagements

"Another one of lifes simple pleasures ruined. Thanks SF. Photo credit: @leoshmu"
X Link 2023-01-31T13:53Z [----] followers, [----] engagements

"Another great essay - twiddling enables enshittification. The virtuous gains of tech platforms lowering frictional costs / making lives better are susceptible to the offset where tech intermediaries "twiddle" (at very low cost) to capture ever bigger pieces of the economic pie Twiddling is the key to enshittification: rapidly adjusting offers. In shell games the quickness of the hand deceives the eye. Tech bros aren't smarter than Gilded Age barons - they use the same tricks as those monsters but faster with computers: https://t.co/dbYGarpOMK 5/ Twiddling is the key to enshittification:"
X Link 2023-04-13T00:44Z [----] followers, 11.9K engagements

"C3 is not a $4.8 billion market cap but a $6.8 billion market cap. Options and RSUs represent 41% dilution. $AI"
X Link 2023-06-14T02:06Z [----] followers, 12.2K engagements

"I recently spoke with a former employee from C3 $AI who discussed mgmt challenges exaggerated performance claims & competition. Excerpts below. Full transcript here: cc: @StreamRG @LastCallCNBC @sprucepointcap @KerrisdaleCap @OnodaCapital (1/n) https://stream.alpha-sense.comdocid=EC-071023-137540&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-071023-137540&utm_campaign=1690219044989 https://stream.alpha-sense.comdocid=EC-071023-137540&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-071023-137540&utm_campaign=1690219044989"
X Link 2023-07-24T17:46Z [----] followers, [----] engagements

"$JOBY former confirming many of the $ACHR concerns outlined by @ResearchGrizzly in this recent interview on @StreamRG link: https://stream.alpha-sense.comdocid=EC-091523-142192&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-091523-142192&utm_campaign=1695768578915 https://stream.alpha-sense.comdocid=EC-091523-142192&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-091523-142192&utm_campaign=1695768578915"
X Link 2023-09-26T22:53Z [----] followers, [----] engagements

"This is what a rally for peace prosperity and the return of hostages looks like. #StandWithIsrael #BringThemHome"
X Link 2023-11-14T17:47Z [----] followers, [----] engagements

"C3 has exponential growth in an often overlooked metric. #hobgoblin $AI"
X Link 2023-12-07T00:56Z [----] followers, [----] engagements

"Or in other words theres no corner of the tech ecosystem that isnt ripe for enshittification @doctorow In other words all you companies who think youre Cartas customers: no youre not youre the product. And the reason Henrys explanations ring so hollow is if you users figure that out and reject it then his multiple collapses and theyre done. 2/2 In other words all you companies who think youre Cartas customers: no youre not youre the product. And the reason Henrys explanations ring so hollow is if you users figure that out and reject it then his multiple collapses and theyre done. 2/2"
X Link 2024-01-08T05:06Z [----] followers, 10K engagements

"I have spent the past day trying to make sense of the Group14 / Enovix collaboration press release. Ive asked [----] battery folks via Slack and another handful privately. Ive also seen some responses publicly. Personally Im confused by the collaboration. Details below. $ENVX"
X Link 2024-01-09T17:56Z [----] followers, 10.2K engagements

"Before I read this I was unaware of the enshittification of Youtube for Kids through generative AI. All parents need to see the embedded low quality zombie youtube videos before leaving their kids alone again with an ipad. Great piece by @erikphoel ht/ @glbeaty cc: @doctorow More in today's post: analyzing the scale of the problem how and why OpenAI didn't predict the pollution issue originally and why gen AI killing the internet fits the definition of a tragedy of the commons https://t.co/iSYtR1zFqZ More in today's post: analyzing the scale of the problem how and why OpenAI didn't predict"
X Link 2024-02-27T21:07Z [----] followers, [----] engagements

"This past Tues 3/19 @CapybaraShort published on $SOUN Amazingly a sell-side analyst at Cantor downgraded the stock and validated the short reports key points. I've never seen that. Hat tip to TP for this 🧵cc: @CulperResearch @StockJabber 🐕 1/n https://www.capybararesearch.com/post/soundhound-lies-damned-lies-and-cheeseburger-ai https://www.capybararesearch.com/post/soundhound-lies-damned-lies-and-cheeseburger-ai"
X Link 2024-03-24T16:36Z [----] followers, 64.8K engagements

"Luminar CEO says hold my beer $LAZR OpenDoor a company that never made a dime of profit who's stock is down 81%. This is where the former CEO lives now https://t.co/FnvsUkzuzM OpenDoor a company that never made a dime of profit who's stock is down 81%. This is where the former CEO lives now https://t.co/FnvsUkzuzM"
X Link 2024-05-02T21:24Z [----] followers, [----] engagements

"Heard back from another battery industry contact who I asked about development agreements. He is a senior exec at one of the largest consumer electronic battery cos globally. This is his opinion unedited. $ENVX"
X Link 2024-05-06T04:06Z [----] followers, [----] engagements

"While I have subscribed to the $ENVX YouTube channel I'm unable to access the chat feature for the Ask Me Anything with CEO @rajtalluri cc: @EnovixBatteries. I have submitted my questions by email but if anyone else wants to ask them here they are:"
X Link 2024-05-06T21:31Z [----] followers, 13.8K engagements

"SoundHound dropped their 10-Q yesterday which I bet most retail investors wont read. I previously covered their shenanigans and no surprise they continued this Q. Lets dig in on what they wanted to hide in another misleading Q. Another 🧵$SOUN 🐕1/ https://x.com/taubamush/status/1771939191859130665s=43&t=GvsuuneRv06WpfRGQFYpww This past Tues 3/19 @CapybaraShort published on $SOUN (https://t.co/jjyLYWTDd3). Amazingly a sell-side analyst at Cantor downgraded the stock and validated the short reports key points. I've never seen that. Hat tip to TP for this 🧵cc: @CulperResearch @StockJabber 🐕"
X Link 2024-05-11T23:32Z [----] followers, 67K engagements

"In early May $ENVX hosted an AMA w/ its CEO. My questions (below) weren't answered nor responded to following my repeated emails to the co. So I'm calling attention to Q #3: What is the packaged energy density of the EX-1M samples Bulls & bears should both want to know. A 🧵1/ While I have subscribed to the $ENVX YouTube channel I'm unable to access the chat feature for the Ask Me Anything with CEO @rajtalluri cc: @EnovixBatteries. I have submitted my questions by email but if anyone else wants to ask them here they are: https://t.co/PJxffBhZZt While I have subscribed to the $ENVX YouTube"
X Link 2024-05-31T17:16Z [----] followers, 24.6K engagements

"However that was not always the case. In $ENVX's original SPAC presentation and up until early [----] the company had some form of this energy density roadmap which quantified volumetric energy density. These details have been quietly removed over time. 3/"
X Link 2024-05-31T17:16Z [----] followers, [----] engagements

"Today Enovix announced it signed an agreement to supply a leading CA based tech company for a mixed reality headset. It's unclear if this is a new win or follow up on one of the customer design wins disclosed in Feb '21 in its initial SPAC pres $ENVX 1/n https://ir.enovix.com/news-releases/news-release-details/enovix-signs-agreement-deliver-high-performance-batteries-mixed https://ir.enovix.com/news-releases/news-release-details/enovix-signs-agreement-deliver-high-performance-batteries-mixed"
X Link 2024-06-26T04:52Z [----] followers, 40.5K engagements

"Senators Manchin and Barrasso's letter to the DOE with specific guidance on waivers from the ban on uranium imports from Russia. $LEU #uranium"
X Link 2024-07-30T21:41Z [----] followers, [----] engagements

"Yesterday $ENVX again declined to answer a question on energy density. While it is just one metric for customers it has been the KEY metric the co has pointed to as to what differentiates their batteries. Do the EX-1M samples achieve [---] Wh/L or not 18% better than what number However that was not always the case. In $ENVX's original SPAC presentation and up until early [----] the company had some form of this energy density roadmap which quantified volumetric energy density. These details have been quietly removed over time. 3/ https://t.co/buF3ewgKKz However that was not always the case. In"
X Link 2024-08-01T17:09Z [----] followers, [----] engagements

"The challenges for lidar are well known. Not discussed is that it appears Luminar has propped up its revenue for the past two years with what looks like based on information and belief at best a questionable arrangement between Luminar and Scale AI. Details below. $LAZR 🧵1/n"
X Link 2024-08-16T19:07Z [----] followers, 31.7K engagements

"Nothing says FCF positive like slow paying your bills (to say nothing of another $55mm in SBC.) $AI"
X Link 2024-09-04T20:42Z [----] followers, [----] engagements

"TJ Roberts is a blogger with a paid marketing contract with $ENVX. Over the weekend he posted a blog on Medium revealing the energy densities for $ENVX's EX-1M EX-2M (est) and EX-3M (est). After my inquiries to him and the company he subsequently retracted the numbers. 1/n"
X Link 2024-10-21T15:50Z [----] followers, 30.5K engagements

"Spoke to a [--] year old entrepreneur who is starting a nuclear micro reactor company. Tells me NRC approval is easy and expects to be delivering completed reactors in [----]. Thats where we are in this cycle. $SMR $OKLO $NNE 🤞☢"
X Link 2024-10-21T21:30Z [----] followers, 14.9K engagements

"I discussed this with $ENVX. Per the company the amended agreement was not countersigned by YBS until shortly after the earnings call yesterday. Hence the vague discussion of it in the Q&A absence from the press release & shareholder letter but inclusion in the 10-Q today"
X Link 2024-10-30T20:59Z [----] followers, [----] engagements

"An acquaintance posted this on social media. This divisiveness is arrogant / lacks self awareness. Its also incorrect & offensive. As a Californian transplanted from Boston/NY (w family in the southeast) and married to a brilliant Texan all I can say is read the room and GFY"
X Link 2024-11-06T23:16Z [----] followers, [----] engagements

"Look who I found. The enemy of my enemy is my friend. That applies differently in various contexts. When you meet people in person you find you agree more than you disagree. Im keeping an open mind @joceyreyes209 🔋🪫 $ENVX"
X Link 2024-11-16T03:38Z [----] followers, [----] engagements

"If youre inclined please leave an empty chair at your Thanksgiving table for the [---] hostages (our Jewish brothers & sisters and our [--] fellow Americans) who remain captive in the tunnels of Gaza by vile Hamas terrorists. And be thankful for our freedom #bringthemhomenow 🎗"
X Link 2024-11-28T20:11Z [----] followers, [---] engagements

"Congratulations to Symbotic and @GrantThorntonUS for working hard to file the [----] 10-K. Hopefully worth it for both parties. New risks and disclosures abound: Material weakness SEC request for information new revenue rec disclosure critical audit matter. $SYM 1/ Im going to wait just a little longer for the $SYM 10-K. How about you NT 10-K will have to do for now. Great Narrative guys So my question is. https://t.co/Wd5lu2OddF Im going to wait just a little longer for the $SYM 10-K. How about you NT 10-K will have to do for now. Great Narrative guys So my question is. https://t.co/Wd5lu2OddF"
X Link 2024-12-05T02:00Z [----] followers, [----] engagements

"A while ago my best friend (AH) introduced me to the journalism of @Chris_arnade. His book is on my coffee table. Because of his work on McDonalds I helped a friend get comfortable taking a corporate job there. I hope his @TheFP story is widely read. https://www.thefp.com/p/the-year-of-mcdonalds-trump-luigi-mangioneutm_campaign=posts-open-in-app&r=zkwm https://www.thefp.com/p/the-year-of-mcdonalds-trump-luigi-mangioneutm_campaign=posts-open-in-app&r=zkwm"
X Link 2024-12-14T17:00Z [----] followers, 13.4K engagements

"My informed opinion: The CFO of Enovix wasnt pushed out but is leaving for a new CFO role at a substantially larger opportunity. Lets see if this proves true. $ENVX"
X Link 2024-12-16T14:27Z [----] followers, [----] engagements

"C3 $AI has had more than its fair share of insider sales since they reported. Even so this $21.5 million sale by director Jim Snabe is notable. Snabe was co-CEO of SAP & has been an advisor / board member at C3 since [----]. So what do execs & board members know that we don't"
X Link 2024-12-18T00:06Z [----] followers, [----] engagements

"Christmas Eve $SOUN"
X Link 2024-12-26T14:05Z [----] followers, 24.2K engagements

"Is NVIDIA going to buy Cerence AI or SoundHound AI Both great choices. $SOUN $CRNC 🐕"
X Link 2025-01-03T15:23Z [----] followers, 10.2K engagements

"Every once in a while the improbable happens at the casino. $IONQ $RGTI $QBTS $QUBT $NVDA $NVDA CEO JENSEN HUANG SAYS QUANTUM COMPUTING IS EXCITING BUT LIKELY [----] YEARS AWAY -- CASTING A REALITY CHECK ON THE HYPE AROUND $QUBT $QBTS $RGTI & $IONQ 👀 https://t.co/YoV4Ne2hru $NVDA CEO JENSEN HUANG SAYS QUANTUM COMPUTING IS EXCITING BUT LIKELY [----] YEARS AWAY -- CASTING A REALITY CHECK ON THE HYPE AROUND $QUBT $QBTS $RGTI & $IONQ 👀 https://t.co/YoV4Ne2hru"
X Link 2025-01-08T02:09Z [----] followers, [----] engagements

"If you were wondering if C3 $AI CEO Tom Siebel still had a min share price in the $40+ range for selling in his revised 10b5-1 plan from Sept [----] the answer is now known. No he does not. $61 million sale executed or soon to be executed per the Form [---] just filed"
X Link 2025-01-14T21:33Z [----] followers, [----] engagements

"$SYM with the highly structured quasi revenue round tripping transaction with $WMT. When a transaction is this strange youre likely not missing anything"
X Link 2025-01-16T14:52Z [----] followers, [----] engagements

"Turns out we're missing quite a lot on this $SYM / $WMT deal. $WMT acquired Alert Innovation in October [----]. The purchase price was $400 million which was quietly disclosed in the 10-K without any detail. cc: @SEC_Enforcement 🧵 1/ $SYM with the highly structured quasi revenue round tripping transaction with $WMT. When a transaction is this strange youre likely not missing anything. $SYM with the highly structured quasi revenue round tripping transaction with $WMT. When a transaction is this strange youre likely not missing anything"
X Link 2025-01-16T20:49Z [----] followers, 20K engagements

"Tonight in Palo Alto theres a special mtg to debate the CA ethnic studies graduation req. Sample materials present a myriad of topics: gender identity oppression & violent resistance etc. A teachers resource video seeks to normalize sexual acts betwn young boys & older men"
X Link 2025-01-23T14:22Z [----] followers, 11.6K engagements

"If $NVDA is sweating disruption from DeepSeek today is as good a day as any to hard pivot their focus to voice AI software with a focus on small drive thru chains like Torchys & White Castle. $SOUN would be a bite sized acquisition and they already own shares. Dan Ives agrees"
X Link 2025-01-27T16:45Z [----] followers, [----] engagements

"In less than four days this billboard in Humboldt County was vandalized. This should be investigated as a hate crime. cc: @HumCoSO @ADL @SFJCRC @CNN @FoxNews @EmmaAudreyGoss https://jweekly.com/2025/02/04/pro-israel-billboards-are-latest-salvo-in-roadside-rivalry/ https://jweekly.com/2025/02/04/pro-israel-billboards-are-latest-salvo-in-roadside-rivalry/"
X Link 2025-02-08T18:30Z [----] followers, [----] engagements

"No AT&T did not purchase a new equity stake in $ASTS. $ASTS management opted to convert AT&T's $35 million convertible note into [---] million shares"
X Link 2025-02-11T00:28Z [----] followers, [----] engagements

"Just because $NVDA sold their shares of $SOUN doesnt mean they dont plan to buy the company outright. If $NVDA is sweating disruption from DeepSeek today is as good a day as any to hard pivot their focus to voice AI software with a focus on small drive thru chains like Torchys & White Castle. $SOUN would be a bite sized acquisition and they already own shares. Dan Ives agrees. If $NVDA is sweating disruption from DeepSeek today is as good a day as any to hard pivot their focus to voice AI software with a focus on small drive thru chains like Torchys & White Castle. $SOUN would be a bite sized"
X Link 2025-02-14T14:18Z [----] followers, [----] engagements

"2023 $ENVX benchmarking analysis is still being used in February [----]. Did @EnovixBatteries forget to update this slide Or were they unable to get their CFO err CAO to sign off on the updated analysis Let's check back in with Polaris Battery Labs for a quote"
X Link 2025-02-19T21:42Z [----] followers, 11K engagements

"This usually ends well. Dear nefarious shortsellers $APP 🍿 To our Shareholders Partners and Team from our CEO: https://t.co/2TnTNuiY0v To our Shareholders Partners and Team from our CEO: https://t.co/2TnTNuiY0v"
X Link 2025-02-26T23:09Z [----] followers, [----] engagements

"$ENVX CEO wasting no time executing on his new 10b5-1 plan. Super exciting. 🪫"
X Link 2025-02-27T22:17Z [----] followers, [----] engagements

"$OKLO - Congratulations to the DeWitte and Cochran families on your potential (further) profit windfall. And Michael Klein of course. As for the holders providing exit liquidity to these execs and former chairman Altman don't claim you weren't warned right here in the filings"
X Link 2025-04-25T16:46Z [----] followers, [----] engagements

"$ENVX has updated the below slide in their Q1 [----] earnings deck. The revised slide updates their benchmark from [----] smartphone batteries to [----] smartphone batteries. [----] $ENVX benchmarking analysis is still being used in February [----]. Did @EnovixBatteries forget to update this slide Or were they unable to get their CFO err CAO to sign off on the updated analysis Let's check back in with Polaris Battery Labs for a quote. https://t.co/qBelM2wQ3U [----] $ENVX benchmarking analysis is still being used in February [----]. Did @EnovixBatteries forget to update this slide Or were they unable to get"
X Link 2025-04-30T20:53Z [----] followers, [----] engagements

"This reads like an MOU in a SPAC deck"
X Link 2025-05-11T22:18Z [----] followers, [----] engagements

"Tom Siebel just stated that he will not stick around for Q&A on the $AI earnings call today because he needs to catch a redeye to DC. Are there any questions he doesn't want to answer It's 2:30 pm in Redwood City CA"
X Link 2025-05-28T21:32Z [----] followers, [----] engagements

"Turns out Novo has a spine. Theres hope for Europe after all. $HIMS $HIMS OMFG LOL https://t.co/KaOSgr3CxY $HIMS OMFG LOL https://t.co/KaOSgr3CxY"
X Link 2025-06-23T12:47Z [----] followers, [----] engagements

"Im confused by the $ENVX share buyback announcement. If theyre planning to install multiple lines to scale up battery manufacturing & believe in the economic model outlined then capex has a much higher ROIC. Theres a quote from the new CFO but the CEO is notably absent 🤔🪫"
X Link 2025-07-02T16:21Z [----] followers, [----] engagements

"This dividend is designed to give our shareholders meaningful flexibility immediate gain and liquidity without dilution and with no obligation to act - $ENVX CFO No its a backdoor dilutive raise at $8.75 on the back of a pump. Eventually the gaslighting will catch up to them A rights offering is now a "Shareholder Warrant Dividend." LOL $ENVX also the dumb shareholders on twitter are so fucking stupid or disingenuous that they are celebrating this. my god A rights offering is now a "Shareholder Warrant Dividend." LOL $ENVX also the dumb shareholders on twitter are so fucking stupid or"
X Link 2025-07-07T23:50Z [----] followers, 10.4K engagements

"I remember when $ENVX raised a $172.5 million convert in Q1 [----] and said that was intended to fund lines 2-4. They since raised $100 million in Nov [----]. Now they claim they need $250 million more for lines 2-4. Fool me once. Q1 [----] earnings call (4/26/23)"
X Link 2025-07-31T21:41Z [----] followers, [----] engagements

"Ive discussed $ENVX w/ board members former execs / employees & countless competitors / battery experts. This board member blocked me long ago (we never interacted). Respectful debate improves transparency. Hes terrified of the truth. How sad. The fab is not the product. 🪫"
X Link 2025-08-02T01:57Z [----] followers, [----] engagements

"$PCT this could be big first circularity with Emerald Carpets then P&G Nestle BMW and LOral to follow"
X Link 2025-08-07T22:03Z [----] followers, [----] engagements

"$SOUN - Long term. unbilled. receivables. In other words: (possibly) we made up some revenue this quarter - good luck proving it or stopping us. Maybe Dan Ives advised them on this. #goldenageoffraud $SOUN beat Q2 Revenue by $10M Unbilled receivables up by $12M in the quarter (increase almost entirely in Long Term unbilled) 🤔 Annual guidance only raised by $2M 🤔 Deferred revenue down by $5M (-13%) sequentially 😳 Cash burn ($25M) up from ($19M) y/y 🤮 https://t.co/ve8X2BqGuH $SOUN beat Q2 Revenue by $10M Unbilled receivables up by $12M in the quarter (increase almost entirely in Long Term"
X Link 2025-08-08T04:05Z [----] followers, [----] engagements

"$AI Hobgoblin. This could be an unprecedented Friday evening 8-K. For a software biz to guide $100-$109 mm of revenue one month into the quarter on 5/28 and then pre-release $70 mm today shareholders/regulators should be asking questions. Baker Hughes drank your milkshake. More details on $AI Prelim update: Prelim revenue: $70.2$70.4M 33% below the midpoint of prior Q1 guidance ($100$109M) and -19% YoY vs. Q1 FY25 revenue of $87.2M. Profitability: Non-GAAP op loss ($57.7)($57.9)M about [--] worse than the Q1 guidance midpoint (-$23.5 to More details on $AI Prelim update: Prelim revenue:"
X Link 2025-08-09T01:15Z [----] followers, 11.2K engagements

"At $16 $SOUN has a mkt cap of $6.8 billion/ EV of $6.6 billion ($230mm cash). $SOUN trades at 39x revenue of $170mm (assuming mid pt of guidance). This is wild for a cash burning fake AI company with declining revenue that answers the phone for Red Lobster on a good day. 10/"
X Link 2025-08-12T16:25Z [----] followers, [----] engagements

"$NVDA the supposed close partner to $SOUN sold its entire position they had been gifted because they know $SOUN will never be an AI winner. Bulls should be careful getting too excited about juiced numbers because eventually it all blows up. Just ask $AI and $BBAI. /fin"
X Link 2025-08-12T16:25Z [----] followers, [----] engagements

"$ENVX Dan McCranie has a strong background and Enovix is lucky to have him join the board. I hold him in high regard. That said I think its too late and akin to shuffling deck chairs on the Titanic"
X Link 2025-08-14T13:18Z [----] followers, [----] engagements

"$ENVX CEO should feel no guilt for treating himself to that new 1064-hp 215-mph Chevrolet Corvette ZR1 🪫"
X Link 2025-08-15T20:20Z [----] followers, 20.9K engagements

"$ASTS The best launch schedule is no launch schedule 🚀 I'm sure you won't see the AST cult posting William Blair's initiation note today as it violates rule #1 of the echo chamber: "any realistic/negative view is FUD and must be ignored" $ASTS https://t.co/qJ0Mhs6dD0 I'm sure you won't see the AST cult posting William Blair's initiation note today as it violates rule #1 of the echo chamber: "any realistic/negative view is FUD and must be ignored" $ASTS https://t.co/qJ0Mhs6dD0"
X Link 2025-08-21T22:49Z [----] followers, [----] engagements

"$ENVX Enovix Take Five Since going public through a SPAC transaction in [----] Enovix has been long on promises and short on execution. We believe customer interest for significant orders is minimal larger competitors are pulling ahead and Enovix faces significant manufacturing challenges in Malaysia. While Enovix has quietly disclosed these challenges they have done so in ways that are easy for investors to overlook. Repeatedly Enovix has promised orders imminently and a clear product roadmap only to push out timelines and return to investors to raise more capital. After [--] years we think"
X Link 2025-08-28T15:23Z [----] followers, 33.6K engagements

"Manufacturing Woes According to a former $ENVX employee Enovix is struggling to produce batteries at scale due to manufacturing and yield issues at their Fab2 in Malaysia. According to this source Enovixs migration from their low volume Fab1 line in Fremont CA to a highly automated Fab2 line in Malaysia has not gone as planned. If true this would mean that even if customers were interested in placing a large order (eg one million smartphone batteries) Enovix would not have the manufacturing capability for potentially one to two years (according to this former employees estimation) to fulfill"
X Link 2025-08-28T15:23Z [----] followers, [----] engagements

"The Disappearing Presentation The Dog That Didnt Bark Since going public $ENVX has consistently updated its investor presentation each quarter. But the Q2 [----] recent update provided no such refresh. The latest presentation available is from April. We believe that Enovix no longer wants to stand by certain slides they have included in the past (like the one below) and rather than removing slides they chose to do away with an updated presentation all together. 5/"
X Link 2025-08-28T15:23Z [----] followers, 13.5K engagements

"$ENVX Full report available here. /fin https://www.dropbox.com/scl/fi/ecd5tsnl6etn3xrxrwhji/2025-08-28-Enovix.pdfrlkey=6rgm7ps6imieyqqin36fwse7f&st=bmt99mfv&dl=0 https://www.dropbox.com/scl/fi/ecd5tsnl6etn3xrxrwhji/2025-08-28-Enovix.pdfrlkey=6rgm7ps6imieyqqin36fwse7f&st=bmt99mfv&dl=0"
X Link 2025-08-28T15:23Z [----] followers, 19K engagements

"$ENVX Chairman sold an additional [---] million warrants late last week before they expired. No final update yet from Enovix on how much capital was ultimately raised from their warrant dividend gambit. $ENVX recent warrant dividend gambit is a clever way for the company to extend its cash runway with backdoor dilution at $8.75 per share. Enovixs Chairman who is the largest shareholder gifted one million of his warrants to donor advised funds rather than exercise them. The https://t.co/asi1g2ADDA $ENVX recent warrant dividend gambit is a clever way for the company to extend its cash runway with"
X Link 2025-09-03T02:25Z [----] followers, 13.1K engagements

"$AI earnings are out. What's not to like Revenue down 19% YoY $117 million GAAP net loss Deferred revenue down Q2 [----] revenue guided to be down 15-24% YoY Withdrawn full year guidance New CEO Was Siebel able to sell his shares from his Form [---] filed yesterday $AI Hobgoblin. This could be an unprecedented Friday evening 8-K. For a software biz to guide $100-$109 mm of revenue one month into the quarter on 5/28 and then pre-release $70 mm today shareholders/regulators should be asking questions. Baker Hughes drank your milkshake. https://t.co/lxvBfBI9jl $AI Hobgoblin. This could be an"
X Link 2025-09-03T20:54Z [----] followers, [----] engagements

"$AI Siebel finishing his tenure as CEO strong with this often overlooked metric C3 has exponential growth in an often overlooked metric. #hobgoblin $AI https://t.co/TzdrujUDz7 C3 has exponential growth in an often overlooked metric. #hobgoblin $AI https://t.co/TzdrujUDz7"
X Link 2025-09-03T21:37Z [----] followers, [----] engagements

"$SOUN today continues its practice of buying revenue in the form of legacy AI companies. They're paying $60 mm cash plus earnouts for Interactions. Interactions had raised $167 million as of August [----] and an additional $50 million through a senior term loan in July [----]. As Charlie Munger said "If you mix raisins with turds theyre still turds. With SoundHound. where are the raisins https://en.wikipedia.org/wiki/Interactions_Corporation https://investors.soundhound.com/news-releases/news-release-details/soundhound-ai-strengthens-its-leadership-agentic-ai-acquisition"
X Link 2025-09-09T17:40Z [----] followers, [----] engagements

"Jewish Heritage Night at Oracle Park. Go Giants Release the Hostages Now 🎗"
X Link 2025-09-10T03:34Z [----] followers, [----] engagements

"$ENVX In my opinion the $300 million convertible debt deal announced today is effectively an attempt at a re-SPAC but with convertible debt. The company may use proceeds to buy battery assets that generate revenue. If completed this offering will add to the $172.5 million convertible debt balance due May [--] [----]. The previous convertible note offering had a $10 million investment from Enovix's chairman. Based on the initial press release today there is no mention of participation by directors or officers in the new fundraise. https://twitter.com/i/web/status/1965880682565218599"
X Link 2025-09-10T20:50Z [----] followers, 15.7K engagements

"$SMR Fluor selling stock in the open market. [---] million shares sold over the past three days. [----] million shares to go out of the initial [--] million shares they are able to sell. They have an additional [---] million Class B shares"
X Link 2025-09-18T22:55Z [----] followers, [----] engagements

"$OKLO - full story is worth a read. This is very detailed investigative reporting by @MichaelRileyDC https://archive.is/EzLGV this Bloomberg deep dive on $OKLO is incredibly solid journalism the likes of which is seldom seen in [----] https://t.co/FXtiPyIRxh https://archive.is/EzLGV this Bloomberg deep dive on $OKLO is incredibly solid journalism the likes of which is seldom seen in [----] https://t.co/FXtiPyIRxh"
X Link 2025-10-30T19:29Z [----] followers, 19.2K engagements

"$ENVX When the company finally updated their investor presentation in September [----] initially they had no unit economics slide but they did surreptitiously add it back a week later (perhaps due to questions from our work). They continued to cite [--] month old estimates from April [----] to support the analysis. On the Q3 [----] update call yesterday the CFO slashed the assumptions on unit economics during Q&A - see for yourself below. And the earnings slide presentation once again no longer has the unit economics slide. Now the IR page has the same "Investor Presentation - September 2025" text"
X Link 2025-11-06T16:01Z [----] followers, [----] engagements

"$SOUN SoundHound presented a rosy picture of itself as a high growth "AI" company when they reported. But the 10-Q again reveals a cash burning roll-up in decline propped up by accounting games and poor acquisitions of unprofitable & declining last generation companies. 🧵 1/ $SOUN The stock is up 50% in three days on the heels of what looks like strong numbers. Beneath the surface the numbers were shockingly weak as usual. $SOUN is playing fast and loose with its revenue recognition. The 10-Q dropped yesterday. Heres whats going on 1/ $SOUN The stock is up 50% in three days on the heels of"
X Link 2025-11-11T10:28Z [----] followers, [----] engagements

"Enovix CEO at a conference shared that current yields are now above 60% / ahead of a yr end target. This is inconsistent with the S-Curve goal shared by TJ Rodgers on 1/3/23. Yields should be 85%+ [--] months later. Disclosures on yields have been selective or non-existent. $ENVX"
X Link 2023-09-14T19:04Z [----] followers, 14.2K engagements

"A short story on $HIMS in three parts: 1) Long term growth investor and $HIMS bull @RahulSetty_ asks directly for a credible short thesis. 2) One of the best short sellers I know sends a friendly message offering to discuss the idea by phone. 3) No reply. Instant block"
X Link 2025-05-06T16:43Z [----] followers, [----] engagements

"$SOUN The stock is up 50% in three days on the heels of what looks like strong numbers. Beneath the surface the numbers were shockingly weak as usual. $SOUN is playing fast and loose with its revenue recognition. The 10-Q dropped yesterday. Heres whats going on 1/"
X Link 2025-08-12T16:25Z [----] followers, 48.2K engagements

"$ENVX recent warrant dividend gambit is a clever way for the company to extend its cash runway with backdoor dilution at $8.75 per share. Enovixs Chairman who is the largest shareholder gifted one million of his warrants to donor advised funds rather than exercise them. The CEO sold 300K shares at $9.35 in February [----] and recently sold a majority of his warrants. And the COO adopted a new trading arrangement this past May to sell up to 268K of his shares by January [----]. The CEO often says that he is super excited about Enovix but insiders have been selling and we agree with their actions"
X Link 2025-08-28T15:23Z [----] followers, [----] engagements

"This morning $ENVX filed an 8-K that they repurchased [---] million shares under its $60 mm share repurchase program announced in early July. It appears they repurchased these [---] mm shares above $9 (potentially just above $11) while issuing [----] mm shares through warrants exercised at $8.75. The dollars spent on the repurchase and exact timing weren't disclosed"
X Link 2025-09-08T17:08Z [----] followers, 11.6K engagements

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