# ![@keeganm5858 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::987414040585498624.png) @keeganm5858 Keegan murphy 🔋 🔋

Keegan murphy 🔋 🔋 posts on X about enovix, $envx, asics, china the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::987414040585498624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::987414040585498624/c:line/m:interactions.svg)

- [--] Week [---] +301%
- [--] Month [-----] -55%
- [--] Months [------] -6.30%
- [--] Year [------] -21%

### Mentions: [--] [#](/creator/twitter::987414040585498624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::987414040585498624/c:line/m:posts_active.svg)

- [--] Months [---] -10%
- [--] Year [---] -22%

### Followers: [------] [#](/creator/twitter::987414040585498624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::987414040585498624/c:line/m:followers.svg)

- [--] Week [---] -0.22%
- [--] Month [---] no change
- [--] Months [---] -9.80%
- [--] Year [---] +38%

### CreatorRank: [---------] [#](/creator/twitter::987414040585498624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::987414040585498624/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [musicians](/list/musicians) 

**Social topic influence**
[enovix](/topic/enovix), [$envx](/topic/$envx), [asics](/topic/asics), [china](/topic/china), [money](/topic/money), [nvda](/topic/nvda), [$lite](/topic/$lite), [$srpt](/topic/$srpt), [$vktx](/topic/$vktx), [inflation](/topic/inflation)

**Top accounts mentioned or mentioned by**
[@eenlien](/creator/undefined) [@eladiosantiag14](/creator/undefined) [@enovixbatteries](/creator/undefined) [@train9898](/creator/undefined) [@rajtalluri](/creator/undefined) [@levensondavid](/creator/undefined) [@minsie66](/creator/undefined) [@michael94521](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@joceyreyes209](/creator/undefined) [@banrube](/creator/undefined) [@omillionaires](/creator/undefined) [@2percentisfair](/creator/undefined) [@11savedbygrace](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@xtimes1](/creator/undefined) [@dohin](/creator/undefined) [@hendryhugh](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@zerosumgame33](/creator/undefined)

**Top assets mentioned**
[Enovix Corporation Common Stock (ENVX)](/topic/enovix) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Coherent Inc (COHR)](/topic/$cohr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [PepGen Inc. (PEPG)](/topic/$pepg) [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/aapl) [Coinbase Global Inc. (COIN)](/topic/coinbase) [QuantumScape Corporation (QS)](/topic/$qs) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Spacemesh (SMH)](/topic/$smh) [Mario Coin (COIN)](/topic/$coin) [Novo-Nordisk (NVO)](/topic/$nvo) [MP Materials Corp. (MP)](/topic/$mp) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Nano (XNO)](/topic/nano) [Tesla, Inc. (TSLA)](/topic/tesla) [GameStop, Corp. (GME)](/topic/$gme) [QuantumCore (QBS)](/topic/quantum) [DeepSeek (DEEPSEEK)](/topic/deepseek) [IonQ, Inc. (IONQ)](/topic/$ionq) [Micron Technology, Inc. (MU)](/topic/$mu) [Hedera (HBAR)](/topic/$hbar) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Ally Financial, Inc. (ALLY)](/topic/$ally)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@mcinnes_danny Im trying to get an idea of cost of their batteries in comparison to other competitors on the market. Do we have any idea $kWh for their wearable batteries Thanks so much. I enjoy all your threads"  
[X Link](https://x.com/keeganm5858/status/1676940865636368384)  2023-07-06T13:07Z [--] followers, [---] engagements


"$envx im saying it today were all going to be rich The 3-D architecture allows for fast charging reduces thermal runway and solves the issue of expansion associated with silicon. Once at scale these batteries will cost less than the current lithium ion batteries on a $kwh basis. I suspect by year end there will be some sort of licensing deal. But theres so many ways for this company to win. Hold it dont trade it"  
[X Link](https://x.com/keeganm5858/status/1677650570251730946)  2023-07-08T12:07Z [---] followers, [----] engagements


"@Th1902D @rajtalluri @DrTJRodgers @AlderLaneEggs @joceyreyes209 @SonnyCoates @Banana3Stocks Thats a solid trio Love Sonnys investor psychology and his way of viewing the world and investing. Marc and Greg care about the little guys and their actions show it. Im thankful for all the knowledge theyve shared and for introducing me to ENVX"  
[X Link](https://x.com/keeganm5858/status/1678190768391847938)  2023-07-10T00:24Z [---] followers, [---] engagements


"$envx the true ESG battery play 100% silicone anode. Versus the solid state battery competitors $qs $sldp $tm which require larger amounts of lithium cobalt and nickel for their anodes. As cost of these metals go up enovix further separates itself from the competitors. Your average Joe wont be able to afford a EV with solid state battery until after [----] is my guess"  
[X Link](https://x.com/keeganm5858/status/1683087701753339904)  2023-07-23T12:12Z [---] followers, [----] engagements


"Macro predictions mid next year. #1 USD strengthens T.I.N.A #2 inflation remains persistent no deflation #3 rates remain unchanged given persistent inflation no decreases but no further increases #4 earnings contraction and growth will out perform value"  
[X Link](https://x.com/keeganm5858/status/1689435353894006784)  2023-08-10T00:35Z [--] followers, [--] engagements


"$envx not financial advice but if you missed the boat and have been wondering when to get in. This is where Id start a position"  
[X Link](https://x.com/keeganm5858/status/1689657242755170304)  2023-08-10T15:17Z [---] followers, [----] engagements


"$ENVX Unforeseen near term catalysts [--]. Licensing deal or joint venture [--]. Customer funded line [--]. Design wins. Unique form factor allows for unique use cases [--]. Next gen battery dubbed The Gen [--] Battery Any others"  
[X Link](https://x.com/keeganm5858/status/1694164848395886805)  2023-08-23T01:49Z [---] followers, [----] engagements


"@jmess78 @RJRCapital My guess rates are done here"  
[X Link](https://x.com/keeganm5858/status/1707112694858301471)  2023-09-27T19:19Z [--] followers, [---] engagements


"$envx I havent sold a single share. Im just as bullish now as Ive ever beenLove the tech and the management team Cant wait for next year"  
[X Link](https://x.com/keeganm5858/status/1709994046582644946)  2023-10-05T18:08Z [---] followers, [----] engagements


"@shawnchemtov Ive reached out to investor relations to get an understanding of uph for agility line in freemont. No response yet. I believe the one in Malaysia is 9mil batteries per year of any type per AJ"  
[X Link](https://x.com/keeganm5858/status/1713183555189150006)  2023-10-14T13:22Z [--] followers, [--] engagements


"@htsfhickey Thats the downside to gold your betting on doom and gloom. What a sad way to live. I own some as an insurance policy. Eventually yes the world will come to an end. But youll want bullets guns and food instead of gold"  
[X Link](https://x.com/keeganm5858/status/1713910643684782236)  2023-10-16T13:31Z [--] followers, [---] engagements


"@steve_alarm @htsfhickey Good luck buying a house with gold or a car. Even more difficult groceries. Gold hasnt even been a hedge agains inflation over the last [--] years. Its acting more like a risk off asset like the vix. Theres better alternatives IMO. Dont bet against the USA"  
[X Link](https://x.com/keeganm5858/status/1713966904325369938)  2023-10-16T17:15Z [--] followers, [--] engagements


"ENVX got some more at this level. Buying on no news macro moves"  
[X Link](https://x.com/keeganm5858/status/1717261089740578915)  2023-10-25T19:25Z [--] followers, [---] engagements


"$lly anyone worried about monjauro 300% increase in mortality versus Ozempic Go check out surpass [--] figure; no ones been able to give me a solid answer for why this is"  
[X Link](https://x.com/keeganm5858/status/1719302809491816473)  2023-10-31T10:38Z [--] followers, [--] engagements


"@VRVitaly Seen some of your past investing videos and they were great I would be interested in hearing youre thoughts of what AI on the edge would really look like. Its a concept I have had trouble wrapping my mind around like what will be the use cases"  
[X Link](https://x.com/keeganm5858/status/1728230164776325450)  2023-11-25T01:52Z [--] followers, [---] engagements


"@JubayMc @LimitingThe Its a step change in battery performance/volumetric energy density. It will make applications that were once not possible possible. This fetches a premium. IOT is their market. I suspect [----] maybe they pivot to EV and then $KWh becomes a little more important. Thats my [--] sense"  
[X Link](https://x.com/keeganm5858/status/1730646629429002715)  2023-12-01T17:54Z [--] followers, [--] engagements


"@Paddy_Barrett Im not the best with graphs but risk reduction looks minimal between the different groups"  
[X Link](https://x.com/keeganm5858/status/1731124001785749739)  2023-12-03T01:31Z [--] followers, [----] engagements


"@Paddy_Barrett Honest just looked at the graph again. So 6% lifetime incidence for standard of care vs 10% in psk9 inhibitors. Then you add in the costs and the benefit is minimal. Assuming this is for primary prevention NNT maybe [----] per year"  
[X Link](https://x.com/keeganm5858/status/1731126403914137791)  2023-12-03T01:41Z [--] followers, [--] engagements


"@MarkGregory1313 Hahahah so true Could say the same about precious metals and really every world currency"  
[X Link](https://x.com/keeganm5858/status/1731675233109574097)  2023-12-04T14:02Z [--] followers, [--] engagements


"$usd $gld $sil $btc Invest in Gold BRICS is the real deal USD is dead. I mean Bitcoin is the next currency unregulated and not manipulated by governments. Issue with these statements when taken to the extreme were talking about a New World order. This is where buffet is smart Makes way more sense to invest in real companies who make the best products. That way regardless of the world order and or currency you win If theres demand for the product you win Taken to the extreme again this is why he invests in the USA GLTA"  
[X Link](https://x.com/keeganm5858/status/1731680470247657512)  2023-12-04T14:22Z [---] followers, [---] engagements


"@jawwwn_ This guy is a swing trader not an investor. Theres a reason he doesnt show his face or say who he is. I can appreciate hearing both sides of an argument but this guys sending up red flags for me similar to Bryn and zero sum game. My BS detector saved me from $EOSE"  
[X Link](https://x.com/keeganm5858/status/1732401900396359840)  2023-12-06T14:09Z [--] followers, [---] engagements


"Novice investor view of the markets 1) its not rational. 2) long view is the best view. 3) timing is impossible. 4) Stop losses and hedging to reduce risk is non sense. Risk is best minimized through diversification. 5) Day/swing traders are essentially high stakes poker players"  
[X Link](https://x.com/keeganm5858/status/1737934919131664753)  2023-12-21T20:35Z [--] followers, [--] engagements


"Little late to the game but long $NVDA. Bought some end of year and added today"  
[X Link](https://x.com/keeganm5858/status/1742227918565126634)  2024-01-02T16:54Z [---] followers, [--] engagements


"@eenLien [--] questions can they scale is it affordable"  
[X Link](https://x.com/keeganm5858/status/1742977271479095512)  2024-01-04T18:32Z [--] followers, [--] engagements


"@eenLien Similar cash position to ENVX I believe 3-5 years behind. QS Market cap double what ENVX is currently"  
[X Link](https://x.com/anyuser/status/1742977650103312554)  2024-01-04T18:33Z [--] followers, [--] engagements


"$envx By now the agility line is probably up and running. Agility line will allow them to start the sampling/qualifying process earlier with their customers. Enovix will also gain knowledge from the agility line allowing them to quickly ramp up their auto line"  
[X Link](https://x.com/anyuser/status/1743078437789605928)  2024-01-05T01:14Z [--] followers, [---] engagements


"IMO dont listen to swing traders/day traders and or anyone hedging their long positions. Avoid advice from anyone touting crypto. A few concentrated bets while staying diversified is the way to go $IVV $NVDA $ENVX"  
[X Link](https://x.com/keeganm5858/status/1744723001625784455)  2024-01-09T14:09Z [---] followers, [---] engagements


"Enovix and Group14 collab is huge G14 made a material for drop in to current jelly roll cells. With this collab I can only assume material will be specific to ENVX 3d architecture. At the least ENVX will be able to use 100% of their current product.Im excited for the future"  
[X Link](https://x.com/keeganm5858/status/1745640073977045341)  2024-01-12T02:53Z [--] followers, [---] engagements


"$eose just now bought a lottery ticket today called eose. Fully expecting to lose 100% of my money"  
[X Link](https://x.com/keeganm5858/status/1745907522689507460)  2024-01-12T20:36Z [--] followers, [---] engagements


"$envx. @eenLien got my brain turning I was thinking about $sldp and their sulfide based solid electrolytes. ENOVIX is the only drop in solution for a solid state electrolyte. You cant do it with a jelly roll. Enovix is truly material agnostic. We solve manufacturing its over Picture a g14 anode with a solid state electrolyte"  
[X Link](https://x.com/keeganm5858/status/1747366094182981748)  2024-01-16T21:11Z [---] followers, [----] engagements


"$envx Will be a long-term winner because were a battery architect company. We solved multiple battery chemistry issues through solely focusing on a 3-D design. The solution was simple stack the cells and point the faces to the small side of the battery. The tough part manufacturing and scaling and were almost there. Theres [--] battery chemistry companies to every [--] battery design company. We benefit when these other companies improve their battery chemistry. I used to think we only had a [--] to [--] year headstart. But Im starting to realize the headstart may be 5+ years. I dont believe there will"  
[X Link](https://x.com/keeganm5858/status/1748342466892136940)  2024-01-19T13:51Z [---] followers, [----] engagements


"@WayneRo11785584 I missed the part where he said Apple"  
[X Link](https://x.com/anyuser/status/1749561886213812686)  2024-01-22T22:37Z [--] followers, [---] engagements


"@MarkGregory1313 Sold mine after Joe repeatedly responding to retail and seeing this pic. EOSE needs new management IMO"  
[X Link](https://x.com/keeganm5858/status/1752029328303395113)  2024-01-29T18:01Z [--] followers, [---] engagements


"@eenLien Always finding gems Thanks Lien"  
[X Link](https://x.com/keeganm5858/status/1753746970806481131)  2024-02-03T11:47Z [---] followers, [---] engagements


"@JordanSolace @broheim777 @LxeonR Bookmark this. Your company $eose will be insolvent before 2nd half of next year. $envx will be a 5bil + market cap"  
[X Link](https://x.com/keeganm5858/status/1754856322351145298)  2024-02-06T13:15Z [---] followers, [----] engagements


"@JordanSolace @broheim777 @LxeonR I dont want you to buy the stock. You mentioned the names together. Just another brain dead zerosum/x times investor"  
[X Link](https://x.com/keeganm5858/status/1754857792085623274)  2024-02-06T13:21Z [---] followers, [--] engagements


"$enph Heck yeah moving up despite higher rate environment. Solar is the future"  
[X Link](https://x.com/keeganm5858/status/1755238805915738317)  2024-02-07T14:35Z [---] followers, [--] engagements


"$envx for the community who is long long. How do you plan on being able to hold and not sell once this thing doubles and triples and so on Hardest part to getting a 10x is not selling your winner. Something Ive struggled with in the past. Any tips or tricks"  
[X Link](https://x.com/keeganm5858/status/1756077435961868465)  2024-02-09T22:07Z [---] followers, [----] engagements


"@eenLien Whats really crazy is the location is Penang. Should be a very interesting earnings. Call"  
[X Link](https://x.com/keeganm5858/status/1757470643526787222)  2024-02-13T18:23Z [---] followers, [--] engagements


"@eenLien My guess would be collab with SK innovation. That would tie in with solid power as well"  
[X Link](https://x.com/bigmurf58/status/1757478752269824013)  2024-02-13T18:56Z [---] followers, [--] engagements


"$envx prediction for why dilution will not occur. They already have attractive finance opportunities lined up following proof of Gen2. Fireside chat they left some bread crumbs. Financing opportunities will be just one more thing proving our battery technology"  
[X Link](https://x.com/keeganm5858/status/1761033891794592035)  2024-02-23T14:22Z [---] followers, [----] engagements


"@eenLien Its moves like this which get me excited. Sila nano likely a supplier to Enovix and one of their battery engineers moving to Enovix. Good stuff lien"  
[X Link](https://x.com/keeganm5858/status/1767604114676977893)  2024-03-12T17:30Z [---] followers, [---] engagements


"@x_times_1 $envx $eose just curious thoughts from both stock communities. Is this someone you trust Any good or bad interactions Just asking for a friend"  
[X Link](https://x.com/keeganm5858/status/1769534284652564855)  2024-03-18T01:20Z [---] followers, [---] engagements


"@minsie66 @charlesland123 @michael94521 If you cant connect the dots from there Im sorry"  
[X Link](https://x.com/keeganm5858/status/1773313404725260486)  2024-03-28T11:37Z [---] followers, [--] engagements


"ENVX Deadline was for March for FAT ENVX holding steady today. If FAT is completed might as well hold out on announcing till next week. Really hoping FAT is done. Worst case scenario FAT and agility line delayed. Better scenario FAT delay agility line on boat to Malaysia. Best case scenario we finally hit a deadline although a delayed deadline we set for ourselves"  
[X Link](https://x.com/keeganm5858/status/1773373363152417016)  2024-03-28T15:35Z [---] followers, [---] engagements


"@LateReaponder @EnovixBatteries Encapsulation may be the perfect pairing with their EV cells. Stacking should allow for some improvement in volumetric and gravimetric density compared to both Jelly Roll and Z stacking"  
[X Link](https://x.com/keeganm5858/status/1776235657490309173)  2024-04-05T13:09Z [---] followers, [--] engagements


"@charlesland123 @mcinnes_danny @fnajam12 @EnovixBatteries @rajtalluri I agree no meaningful revenue next year from EV or IOT. [----] is when things will really ramp up"  
[X Link](https://x.com/keeganm5858/status/1777657875160027296)  2024-04-09T11:20Z [---] followers, [--] engagements


"@SteveWagsInvest NVdA"  
[X Link](https://x.com/keeganm5858/status/1778105477324267696)  2024-04-10T16:59Z [---] followers, [---] engagements


"@eenLien Connection is Group [--] and SK innovation ; shoot maybe throw in there sldp"  
[X Link](https://x.com/bigmurf58/status/1782091954987151452)  2024-04-21T17:00Z [---] followers, [--] engagements


"$ENVX shorts have been in control but the pendulum has swung a little too far. Shorts cover now or else. Im feeling good vibes today and I am very optimistic about the future of Enovix Stay positive momentum is about to change"  
[X Link](https://x.com/keeganm5858/status/1783841767114375575)  2024-04-26T12:53Z [---] followers, [---] engagements


"@michael94521 @banrube @minsie66 @RogerSlack @SalTurner3 @rajtalluri Sometimes in life youre in the right place at the right time or you know the right people This guys been a great contributor and to me doesnt seem like the type to spread fud. Good vibes keep rolling"  
[X Link](https://x.com/keeganm5858/status/1783847508545872352)  2024-04-26T13:16Z [---] followers, [---] engagements


"@michael94521 @banrube @minsie66 @RogerSlack @SalTurner3 @rajtalluri People will really be shocked when he is right on Tesla. He was one of the first one with conviction to say Tesla is whom enovix is working with"  
[X Link](https://x.com/keeganm5858/status/1783848021542789224)  2024-04-26T13:18Z [---] followers, [---] engagements


"@Adrian_H Have you switched and gone long yet on enovix"  
[X Link](https://x.com/keeganm5858/status/1784021773417103638)  2024-04-27T00:48Z [---] followers, [---] engagements


"$envx wallstreetbets https://www.reddit.com/r/wallstreetbets/comments/1cdgo4v/enovix_corp_envx/ https://www.reddit.com/r/wallstreetbets/comments/1cdgo4v/enovix_corp_envx/"  
[X Link](https://x.com/keeganm5858/status/1784135577211666614)  2024-04-27T08:20Z [---] followers, [----] engagements


"Setting up the gym. Decided on a theme of library/study area/gym. Masks remind me of the various faces of those short enovix $envx in the not to distant future"  
[X Link](https://x.com/keeganm5858/status/1784162656896602436)  2024-04-27T10:08Z [---] followers, [---] engagements


"@minsie66 @FLGa8ors @EnvX No one is orienting electrodes like enovix the only people stacking are Zstacking and theres a huge difference between what we do and what they do. Zack allows for increase energy density but does not improve the thermal performance"  
[X Link](https://x.com/keeganm5858/status/1785288634767151369)  2024-04-30T12:42Z [---] followers, [---] engagements


"@HiddeMulder2 @Tendiezbarron Im game but my money is on enovix"  
[X Link](https://x.com/keeganm5858/status/1786126089808449839)  2024-05-02T20:10Z [---] followers, [--] engagements


"@HiddeMulder2 @Tendiezbarron Shoot nothing big but Ill bet $100. Got to save my money for more enovix shares"  
[X Link](https://x.com/keeganm5858/status/1786126771865182482)  2024-05-02T20:13Z [---] followers, [---] engagements


"$envx ENVX ENOVIX My biggest take away from the conference call was the demand picture I am very optimistic for the future. Maybe one too many beers calling for [---] billion market cap at [----]. But I do believe we can hit [---] billion market cap"  
[X Link](https://x.com/keeganm5858/status/1786371155512762829)  2024-05-03T12:24Z [---] followers, [----] engagements


"@joceyreyes209 Thanks Greg Nice having someone with your background and experience on team Enovix"  
[X Link](https://x.com/keeganm5858/status/1788913700553773405)  2024-05-10T12:47Z [---] followers, [---] engagements


"$envx Must listen space call for new investors Greg and Marc are top notch. I love their energy/intensity makes for great conviction I enjoy going back and listening to their old spaces. Back then we were excited 90mil a line at 50% margins. Pioneer status wasnt even in the discussion. Tech has improved dramatically in a very short time period Adrain even made an appearance his thesis: 1) battery not manufacturable 2) we cant charge a premium. Boy have things changed for the positive. https://twitter.com/i/spaces/1yNGaNZjkyjJj https://twitter.com/i/spaces/1yNGaNZjkyjJj"  
[X Link](https://x.com/keeganm5858/status/1788945199479099562)  2024-05-10T14:52Z [---] followers, [----] engagements


"@OMillionaires How flattering to Marc that you dislike him enough to go long Trupanion and short Enovix. Youre more of a fan boy than I am Good luck"  
[X Link](https://x.com/keeganm5858/status/1789735198235533365)  2024-05-12T19:11Z [---] followers, [--] engagements


"@OMillionaires this guys long trupanion and rily and short $envx Enovix. Waste of everyones time to even have a conversation. Im sorry you dislike Marc and Im sorry for whatever he did did to you and I wish you the best @AlderLaneEggs"  
[X Link](https://x.com/keeganm5858/status/1789739176595702014)  2024-05-12T19:27Z [---] followers, [---] engagements


"Those institutions short $GME will likely be closing other short positions to help off set their recent downfalls $ENVX"  
[X Link](https://x.com/keeganm5858/status/1790366129883398527)  2024-05-14T12:58Z [---] followers, [---] engagements


"$envx shorts are having to liquidate their positions to cover losses in names like GME and AMC. We could hit [-----] in a weeks time even with hot cpi"  
[X Link](https://x.com/keeganm5858/status/1790429103243341858)  2024-05-14T17:08Z [---] followers, [---] engagements


"$envx roaringkitty not just here to save GME. There is a connection here between @wallstreetbets and @TheRoaringKitty https://www.reddit.com/r/wallstreetbets/s/YhF3vCC9VK https://www.reddit.com/r/wallstreetbets/s/YhF3vCC9VK"  
[X Link](https://x.com/keeganm5858/status/1790749845868667150)  2024-05-15T14:23Z [---] followers, [---] engagements


"@wallstreetbets $envx"  
[X Link](https://x.com/keeganm5858/status/1790750418059845908)  2024-05-15T14:25Z [---] followers, [---] engagements


"$envx those worried about hopping on this short squeeze train get out the way. Would be a great dilution opportunity if good ENVX news dropped while a short squeeze was ongoing. Who knows jump to [--] Yes please dilute me"  
[X Link](https://x.com/keeganm5858/status/1790768554343538819)  2024-05-15T15:37Z [---] followers, [---] engagements


"$gme rooting from the sidelines I dabbled :) Rolling profits to $ENVX"  
[X Link](https://x.com/keeganm5858/status/1790828703468957956)  2024-05-15T19:36Z [---] followers, [---] engagements


"$envx shorts trading out going into weekend worried about $GME prepping more memes leading to continuation of short squeeze"  
[X Link](https://x.com/keeganm5858/status/1791490009209479249)  2024-05-17T15:24Z [---] followers, [---] engagements


"@minsie66 @MichelNantel Why am I just now seeing this. Definitely enovix"  
[X Link](https://x.com/keeganm5858/status/1791509245361304062)  2024-05-17T16:41Z [---] followers, [--] engagements


"@StockMKTNewz $envx literally the only company who can allow for thinner phones and mantain same level of energy density"  
[X Link](https://x.com/keeganm5858/status/1791516969121820977)  2024-05-17T17:11Z [---] followers, [----] engagements


"Calling it now $APPL will by $ENVX in the next year"  
[X Link](https://x.com/keeganm5858/status/1791517768967233611)  2024-05-17T17:14Z [---] followers, [---] engagements


"@joceyreyes209 Im not going to lie from all the analyst covering $envx loop capital to me does the most dd I had wondered about 5.8mil atm and I cant think of a better argument"  
[X Link](https://x.com/keeganm5858/status/1791609453357248952)  2024-05-17T23:19Z [---] followers, [---] engagements


"@minsie66 Who can increase energy density while making their battery thinner and using a stainless steel case"  
[X Link](https://x.com/keeganm5858/status/1791787763311825343)  2024-05-18T11:07Z [---] followers, [--] engagements


"@minsie66 This has to be enovix. The only way cells get smaller is by decreasing electrodes or stacking them like ENOVIX. Then they mention the stainless steel component"  
[X Link](https://x.com/keeganm5858/status/1791789173231194618)  2024-05-18T11:13Z [---] followers, [--] engagements


"@minsie66 Zstacking wouldnt make a huge difference in thickness as far as I understand. SS will add to thickness. They could be laminating if so ENVX has a real competitor we need to watch. It just sounds like ENVX. Insiders didnt buy under [--] and Ive felt its related to NMPI. Idk"  
[X Link](https://x.com/keeganm5858/status/1791791180356690364)  2024-05-18T11:21Z [---] followers, [---] engagements


"I guess I need to research if the stacking is able to make the battery thinner. In my mind with each fold of the electrode with zstack you have a thickness at the edge of that fold. There has to be increased thickness related to cumulative folding with zstack. But with jelly roll thickness increases as each layer passes over the growing radius"  
[X Link](https://x.com/keeganm5858/status/1791794833708786090)  2024-05-18T11:35Z [---] followers, [--] engagements


"I think youre spot on with stainless steel being used for constraint but its definitely not jelly roll. Only way battery can get thinner would be Zstacking. So my opinion would be Zstacking with slightly larger amount of silicon composite maybe 10% with stainless steel to help with swelling"  
[X Link](https://x.com/keeganm5858/status/1791888668824678655)  2024-05-18T17:48Z [---] followers, [---] engagements


"@OMillionaires You know the answer fab [--] failed. Lessons were learned from that failure and Fab [--] in Malaysia will be up and running very soon"  
[X Link](https://x.com/keeganm5858/status/1791933027003555906)  2024-05-18T20:45Z [---] followers, [---] engagements


"@OMillionaires I guess if you did not know this you would be surprised to know fab1 in freemont now closed down saving a little over 30mil per year. And if you did know that youd be surprised to know high volume manufacturing will be taking place in Malaysia"  
[X Link](https://x.com/keeganm5858/status/1791933645638308129)  2024-05-18T20:47Z [---] followers, [---] engagements


"Samples yes. They did not come off of the lines from Malaysia. Why does the verbiage matter Youre just playing with words. 1) Do you think the battery tech is legit 2) do you think they can achieve 50% margins 3) Do you think they can scale 4) whats your bear thesis in [--] to [--] sentences There were mistakes made in the past but weve moved on"  
[X Link](https://x.com/keeganm5858/status/1791944143977034161)  2024-05-18T21:29Z [---] followers, [---] engagements


"@MrNotAdvice heard he lost some money on his short/options position with $ENVX. Hes blocked me for speaking truth. Any mention on the twitter space. Regardless hope hes doing well and smart to cover here IMO. @OMillionaires up next"  
[X Link](https://x.com/keeganm5858/status/1792517583641427990)  2024-05-20T11:27Z [---] followers, [---] engagements


"$gme $envx ruhoh"  
[X Link](https://x.com/keeganm5858/status/1792644244617691313)  2024-05-20T19:51Z [---] followers, [--] engagements


"@EnovixBurner Hes long rily and trup and short ENVX"  
[X Link](https://x.com/keeganm5858/status/1792724095043506604)  2024-05-21T01:08Z [---] followers, [---] engagements


"@elonmuskTN Enovix"  
[X Link](https://x.com/keeganm5858/status/1792995350782906730)  2024-05-21T19:06Z [---] followers, [--] engagements


"$envx volume looking nice"  
[X Link](https://x.com/keeganm5858/status/1793005231661363492)  2024-05-21T19:45Z [---] followers, [---] engagements


"$envx investor trust is very important"  
[X Link](https://x.com/keeganm5858/status/1793040494403989872)  2024-05-21T22:05Z [---] followers, [---] engagements


"$envx a reminder to the community. IMO @x_times_1 and @Zerosumgame33 are fake longs. Their swing momentum traders. They build positive sentiment and then use their influence to change sentiment in the position their hedged towards. Want to know who these [--] are ask $eose family"  
[X Link](https://x.com/keeganm5858/status/1793271615687442809)  2024-05-22T13:24Z [---] followers, [----] engagements


"@ReidoFinancial @x_times_1 @Zerosumgame33 I never took a position in EOSE because of those [--]. To me it smelled like they had their own agenda"  
[X Link](https://x.com/keeganm5858/status/1793280020208582842)  2024-05-22T13:57Z [---] followers, [---] engagements


"@aelahim @x_times_1 @Zerosumgame33 Gregs top notch open and honest these other [--] are the opposite. Thats my opinion. And I did do my own research and these [--] are the reason I steered clear of eose. Before they go manipulating ENVX the community needs to know who they are"  
[X Link](https://x.com/keeganm5858/status/1793316885745860738)  2024-05-22T16:23Z [---] followers, [---] engagements


"@aelahim @x_times_1 @Zerosumgame33 I would even go as far as warning investor relations with enovix to not entertain these two. @EnovixBatteries"  
[X Link](https://x.com/keeganm5858/status/1793317191183462517)  2024-05-22T16:25Z [---] followers, [---] engagements


"@WayneRo11785584 Great write up thanks Just one more thing that makes enovix architecture so unique our o stacking method and small electrode face speeds up the prelithiation process and makes it much easier for prelithiation. We also pouch after prelithiation"  
[X Link](https://x.com/keeganm5858/status/1793442327953908046)  2024-05-23T00:42Z [---] followers, [---] engagements


"@TuvaorBst I think your wrong on this one. Differentiated tech with a step change in energy density will allow them to fetch a premium. Managements talking $10-12 bucks a battery by 2026"  
[X Link](https://x.com/keeganm5858/status/1794739561957876158)  2024-05-26T14:37Z [---] followers, [---] engagements


"$ENVX Early prediction for next week Agility SAT announced. By end of week 12.5"  
[X Link](https://x.com/keeganm5858/status/1794833436131107139)  2024-05-26T20:50Z [---] followers, [----] engagements


"@michael94521 @RocketPenguin75 @KLabxx @psychprofits @mcinnes_danny @EnovixBatteries Michael you make me very happy I wish my wife talked to me the way you talk to ENVX Fintwit"  
[X Link](https://x.com/keeganm5858/status/1794898899288969606)  2024-05-27T01:10Z [---] followers, [---] engagements


"@achilles1974 @RocketPenguin75 @michael94521 If you wanna understand how difficult it is Enovix is only stacking layers of electrodes and look how hard it is to manufacture. SSB requires stacking larger faced electrodes and then laminating those electrodes. You will have truth once SLDP collabs with ENVX. Were enablers"  
[X Link](https://x.com/keeganm5858/status/1795098016589713903)  2024-05-27T14:21Z [---] followers, [---] engagements


"@HyGrowth @AlderLaneEggs @srvc76 @TrumanCooper @EU_Debt_Clock Anytime you got investors spamming its not a good sign But time will tell"  
[X Link](https://x.com/keeganm5858/status/1795570262676746604)  2024-05-28T21:38Z [---] followers, [---] engagements


"@steve2bacon ENVX smart to play the intraday"  
[X Link](https://x.com/keeganm5858/status/1795570640575230132)  2024-05-28T21:39Z [---] followers, [---] engagements


"$envx looks like rates and ENVX are somewhat correlated right now"  
[X Link](https://x.com/keeganm5858/status/1796219051871518766)  2024-05-30T16:36Z [---] followers, [---] engagements


"$envx lets be honest not a single short wants to be holding this going into the weekend If youre short and im wrong please leave a comment"  
[X Link](https://x.com/keeganm5858/status/1796592303467061415)  2024-05-31T17:19Z [---] followers, [----] engagements


"@CavemanResearch Just picturing this battery in my Apple Vision Pro"  
[X Link](https://x.com/keeganm5858/status/1796681164410991094)  2024-05-31T23:12Z [---] followers, [---] engagements


"Watch out for the EOSE spammers trying to pull in enovix investors. I hope EOSE moons for their sake but come on EOSE and Enovix are nothing alike and you dont see enovix investors spamming towards EOSE. Tells you all you need to know"  
[X Link](https://x.com/keeganm5858/status/1796941769915138518)  2024-06-01T16:27Z [---] followers, [---] engagements


"Well well what do we have here. GME short squeeze should benefit all highly shorted stocks as these large shorts close their other shorts to hedge their short gme. I bought a small position in ENVX pre market for a swing trade. Still irresponsibly long ENVX"  
[X Link](https://x.com/keeganm5858/status/1797591608831205481)  2024-06-03T11:30Z [---] followers, [---] engagements


"$envx shorts roasted today"  
[X Link](https://x.com/keeganm5858/status/1800617905102426233)  2024-06-11T19:55Z [---] followers, [---] engagements


"ENVX please ignore all my daytrading posts. You need to know I am irresponsibly long envx. I found for myself trading just a small position keeps me from messing with my long position. It works for my personality. It was an idea given to me from a few in the enovix community and his worked well"  
[X Link](https://x.com/keeganm5858/status/1800915661415166345)  2024-06-12T15:38Z [---] followers, [---] engagements


"$ENVX Long posted I cant find his @. But this patent is a big deal. Our 3d battery tech patents are only getting stronger. The big one Ive been waiting for was granted today electrode structures for 3d batteries lets go https://patents.justia.com/assignee/enovix-corporation https://patents.justia.com/assignee/enovix-corporation"  
[X Link](https://x.com/keeganm5858/status/1801358052974551109)  2024-06-13T20:56Z [---] followers, [----] engagements


"$envx @rabbitHoleGoe posted an update on ENVX patents One of the patents is big time IMO. There was a recent bear thesis that only the manufacturing portion of our battery was patented from @OMillionaires Who has been eerily quiet after going short ENVX. He pointed out changes in verbiage on recent filings. Well that thesis is obsolete. The recent patent for our 3-D battery architecture was granted June 11th This further strengthens our patent portfolio strengthens potential for future royalties and licensing agreements. Way to go Enovix"  
[X Link](https://x.com/keeganm5858/status/1801602422902505732)  2024-06-14T13:07Z [---] followers, [----] engagements


"ENVX thoughts going into the weekend"  
[X Link](https://x.com/keeganm5858/status/1801719365320249823)  2024-06-14T20:52Z [---] followers, [----] engagements


"Its not for you and yes I do think its beneficial. Patent [--------] covered the stacking of electrodes now we have patent [---------] covering the electrode dimensions. This is the battery architecture which is enovix IP. Nothing wrong with celebrating a good week. I try to quickly forget the bad ones Reece honest I wish the best of luck to you"  
[X Link](https://x.com/keeganm5858/status/1801794430388625729)  2024-06-15T01:50Z [---] followers, [---] engagements


"@svlu36 finding a new chemistry is the easy part. Theres [--] battery material companies to every one battery manufacturer. I am confident that theres no better battery design than enovix architecture if you find something else please share"  
[X Link](https://x.com/keeganm5858/status/1802678280530571327)  2024-06-17T12:22Z [---] followers, [---] engagements


"@robinivski Honest if I could pick I hope agility line site acceptance testing is done and theyre just sitting on it for the right time to announce. I believe in this management team. Im just hoping they didnt underestimate the difficulty of zone3"  
[X Link](https://x.com/keeganm5858/status/1803884248962576570)  2024-06-20T20:14Z [---] followers, [---] engagements


"@eenLien Lien with all the great research you do have you seen any signs of Tesla involvement Its not hard to imagine"  
[X Link](https://x.com/keeganm5858/status/1804136980009087404)  2024-06-21T12:59Z [---] followers, [---] engagements


"$envx not bad for the week Moods been a little blah. Were all waiting for FAT on zone [--] and SAT on agility. Im going to call it a overall good week Cheers and have a good weekend"  
[X Link](https://x.com/keeganm5858/status/1804248068813906151)  2024-06-21T20:20Z [---] followers, [---] engagements


"@scbaker1904 @eenLien Does eclipse still maintain a position in ENVX"  
[X Link](https://x.com/keeganm5858/status/1804525200131625102)  2024-06-22T14:41Z [---] followers, [---] engagements


"Day trading journey. Keeping myself occupied so I dont touch the long position True believer in Enovix"  
[X Link](https://x.com/keeganm5858/status/1804688950025453624)  2024-06-23T01:32Z [---] followers, [--] engagements


"@QuantumFuzzball @AlderLaneEggs Material agnostic also relates to solid electrolytes and semisolid. Solid electrolytes also expand and contract and will require constraint same as solid state. Go check out $QS solution to contain expansion and contraction with their SSB I call it the accordion pouch"  
[X Link](https://x.com/keeganm5858/status/1805225905272357190)  2024-06-24T13:06Z [---] followers, [---] engagements


"$envx what a day SAT tomorrow"  
[X Link](https://x.com/keeganm5858/status/1805690483848458462)  2024-06-25T19:52Z [---] followers, [---] engagements


"@joceyreyes209 Dont think Ill be able to say thanks many more times ENVX looks to be evolving into its next stage and the noise from new longs will block out much chatter. Thanks Greg for your insights Long live Enovix"  
[X Link](https://x.com/keeganm5858/status/1805769998553555296)  2024-06-26T01:08Z [---] followers, [---] engagements


"I agree it doesnt but theres to many possibilities. Could be battery packs for EV. Non silicon anode batteries our architecture we laser cut and stack they package it Could be a major player wanting to guarantee supply and wants tech in house. Malaysia does have some capital risks. Gosh the list goes on and on"  
[X Link](https://x.com/keeganm5858/status/1806282129791238576)  2024-06-27T11:03Z [---] followers, [--] engagements


"#NewProfilePic"  
[X Link](https://x.com/keeganm5858/status/1806282691450380371)  2024-06-27T11:05Z [---] followers, [--] engagements


"Changed my picture up because Im getting nervous having my actual image up. Too many DMs from financial advisors with recent run up in Enovix"  
[X Link](https://x.com/keeganm5858/status/1806283082808402249)  2024-06-27T11:07Z [---] followers, [--] engagements


"Mainly collabs no one serious. Youre probably right on samsung. I think youre also right to point out why was a similar MOU not needed with the Chinese companies theyre working with. Business is done differently in South Korea so this may just be how it has to be done. Or maybe this is a sneaky way for us to get some of Elantecs current factory space to build a dedicated HVM line. Then using Elantecs battery know how they help with the qual cycles. The only reason I dont see this as feasible is labor cost very high for manufacturing these batteries. Theres something going on here thats yet to"  
[X Link](https://x.com/keeganm5858/status/1806288770003612072)  2024-06-27T11:29Z [---] followers, [--] engagements


"@TrumanCooper Funniest thing about Bruce is he finishes half his posts saying he has no position. Yet constantly posting on Enovix with a bearish bias. Hes putting to much energy into a stock he has no position in. The guys underwater IMO. I wish him the best of luck"  
[X Link](https://x.com/keeganm5858/status/1806298574554099765)  2024-06-27T12:08Z [---] followers, [---] engagements


"@CalCarson00000 @Marc_Iafelice Again you show up out of nowhere post once about enovix saying your closing your long position then suddenly pushing a short narrative very unusual ENVX"  
[X Link](https://x.com/keeganm5858/status/1806349752641982591)  2024-06-27T15:31Z [---] followers, [--] engagements


"Youve not posted once about enovix until today. I scanned your whole twitter page. Your timings unusual. You quickly turned from long to extremely bearish. Its obvious youre either short or a paid promoter of shorts We arent dumb and must of us longs have been here [--] year plus. Youve been here [--] hours"  
[X Link](https://x.com/keeganm5858/status/1806353709321904501)  2024-06-27T15:47Z [---] followers, [--] engagements


"@TsnycTsnyc22 Whats crazy is his first ever post on ENVX was today and now hes just lighting up the enovix feed Really just sad"  
[X Link](https://x.com/keeganm5858/status/1806361051325210672)  2024-06-27T16:16Z [---] followers, [---] engagements


"1311 retest trend line great entry"  
[X Link](https://x.com/keeganm5858/status/1806377523334311948)  2024-06-27T17:22Z [---] followers, [--] engagements


"Alright watched a little flow. Watching the kiddo today so havent been watching the screen. On my flow scale which I just made up high supply being a [--] and high demand being a [--]. I see high demand will give a score of [--]. I think were seeing accumulation tutes maybe shorts hedging"  
[X Link](https://x.com/keeganm5858/status/1806382909391266121)  2024-06-27T17:43Z [---] followers, [--] engagements


"@michael94521 @usernamegg4 I honestly thought options millionaire had figured things out based on recent silence. However recently purchased some puts based on his most recent YouTube video. Hes also short everything Marc C is long and everything long Marcs short. Got to keep emotions out of trading"  
[X Link](https://x.com/keeganm5858/status/1806424735607058611)  2024-06-27T20:29Z [---] followers, [---] engagements


"IWM catching a bid should bode well for $envx Then agility line Sat Monday"  
[X Link](https://x.com/keeganm5858/status/1806678147162648734)  2024-06-28T13:16Z [---] followers, [---] engagements


"Great write up. I dont think your dumb money your weighing risk vs reward and it looks like reward outweighs risk Shoot I may take a small position for a lotto play. Main bear thesis is finance concerns and credit risk. DOE Loan would be huge. Quick 100% pop once or if it occurs. Only other concern would be lack of management skin in the game. They havent protected their share holders in the past"  
[X Link](https://x.com/keeganm5858/status/1807079046724903360)  2024-06-29T15:49Z [---] followers, [--] engagements


"$ENVX Elentec Brain Storming 1) MOU with Elentec will help us speed up the scaling process. It will allow us to use their battery tech with our cells to quickly integrate into multiple different battery technologies. 2) South Korean economy very different than US. They make sure their financial interests are well aligned with any company they work with. Could this MOU be what paves the way for some sort of deal or financing from SK government. 3) Maybe Samsung isnt what the recent MOU is hinting at. Maybe the SK government and enovix are having conversations regarding how we can work together"  
[X Link](https://x.com/keeganm5858/status/1807222574264262989)  2024-06-30T01:20Z [---] followers, [----] engagements


"What I mean by high volume buying I mean in relation to selling from a percentage standpoint point. 10k shares up for 1% move up followed by 2k down for a 1% move back down. If I was trying to accumulate and I was a market mover this is exact how I would do it"  
[X Link](https://x.com/keeganm5858/status/1807788448008245456)  2024-07-01T14:48Z [---] followers, [--] engagements


"Again just watching a little more flow. Updating demand to a [--]. Tutes are accumulating and or shorts are hedging or maybe both"  
[X Link](https://x.com/keeganm5858/status/1807860097106014432)  2024-07-01T19:33Z [---] followers, [--] engagements


"Buy after false breakdown to [-----] near support would make for a good setup for a quick day trade"  
[X Link](https://x.com/keeganm5858/status/1807861170344452532)  2024-07-01T19:37Z [---] followers, [--] engagements


"Or not. Waiting for sat and or fat"  
[X Link](https://x.com/keeganm5858/status/1807865754874007719)  2024-07-01T19:55Z [---] followers, [--] engagements


"ENVX just going to say what everyone is thinking. SAT should be done on agility line. I believe in management I know theyre working [--] hours around the clock. Its hard to believe that FAT on zone [--] wont also be delayed. Most investors concerns around delay is related fear of competition I dont see this myself. My concern is cash burn and time is money Lets get these lines up. But of course lets do it right the first time"  
[X Link](https://x.com/keeganm5858/status/1808107398793404705)  2024-07-02T11:56Z [---] followers, [---] engagements


"ENVX on the flow scale is a [---] today. Demand outmatching supply. Looks to be tutes buying as we continue the accumulation stage"  
[X Link](https://x.com/keeganm5858/status/1808138158988517444)  2024-07-02T13:58Z [---] followers, [---] engagements


"Stealth accumulation IMO. Volume sensitivity with gaps between ask and bid suggesting low liquidity. Could be traders awaiting FAT and SAT. However; this with my flow indicator makes me confident were in the accumulation phase"  
[X Link](https://x.com/keeganm5858/status/1808147360544952624)  2024-07-02T14:34Z [---] followers, [--] engagements


"ENVX IMO SAT not done yet. They wont wait until earnings to announce SAT completion. The only reason they would be sitting on SAT news would be a plan for significant news release. This whole SAT is done and they havent told us to me is unlikely. Or SATs done and their waiting until earnings unlikely"  
[X Link](https://x.com/keeganm5858/status/1808235590258680236)  2024-07-02T20:25Z [---] followers, [----] engagements


"@fvntsplssvn @joceyreyes209 Solid state needs enovix. Theres no better architecture for thermal performance and containing swelling"  
[X Link](https://x.com/keeganm5858/status/1808290103334220104)  2024-07-03T00:02Z [---] followers, [---] engagements


"Took a loss at 15.70"  
[X Link](https://x.com/keeganm5858/status/1809271863991845187)  2024-07-05T17:03Z [---] followers, [--] engagements


"Nice to be very long. This has to be accumulation if Ive ever seen it"  
[X Link](https://x.com/keeganm5858/status/1809273358627865005)  2024-07-05T17:09Z [---] followers, [--] engagements


"ENVX and AMD collab for future phone chips Enovix really is an AI enabler Wow"  
[X Link](https://x.com/keeganm5858/status/1809944195903414730)  2024-07-07T13:34Z [---] followers, [----] engagements


"https://www.reuters.com/technology/samsungs-hbm-chips-failing-nvidia-tests-due-heat-power-consumption-woes-sources-2024-05-23/ https://www.reuters.com/technology/samsungs-hbm-chips-failing-nvidia-tests-due-heat-power-consumption-woes-sources-2024-05-23/"  
[X Link](https://x.com/keeganm5858/status/1809953940592546252)  2024-07-07T14:13Z [---] followers, [---] engagements


"Eose remains a large red flag as long as their community continues to tag similar companies such as enovix and Tesla to drive interest in their stock. EOSE community constantly trying to compare themselves to enovix suggesting their the better investment but time will tell"  
[X Link](https://x.com/keeganm5858/status/1809968104320938199)  2024-07-07T15:09Z [---] followers, [---] engagements


"Enovix has a moat with differentiated technology. Great management team with skin in the game. You cant compare market cap and look at projected revenues and assume ones a better investment over the other. Comparing apples to oranges"  
[X Link](https://x.com/keeganm5858/status/1809968106611126592)  2024-07-07T15:09Z [---] followers, [---] engagements


"@srvc76 Lol I remember you touting this as a good investment at [--] bucks a share"  
[X Link](https://x.com/keeganm5858/status/1809993939682001195)  2024-07-07T16:52Z [---] followers, [---] engagements


"@srvc76 Also very true we took a big dip ourselves. I dont think comps is the way to go with a pre revenue growth company. Too many risks. Especially if theres issues regarding capex. Same can be said of enovix"  
[X Link](https://x.com/keeganm5858/status/1810005642934960602)  2024-07-07T17:39Z [---] followers, [--] engagements


"@CarolS062142810 @eenLien As far as I can remember their jelly roll company. So pretty much just supplying materials. They have a porous silicon anode. Probably very expensive and difficult to manufacture. Worth keeping an eye on though"  
[X Link](https://x.com/keeganm5858/status/1810272744119906552)  2024-07-08T11:20Z [---] followers, [--] engagements


"Added 25% at [-----]. Following my favorite formation. Triple hammer with vwap below the head of the hammer"  
[X Link](https://x.com/keeganm5858/status/1810326432289075532)  2024-07-08T14:53Z [---] followers, [--] engagements


"IMO beginning of day shorts covering. Now tutes with stealth accumulation Flow now [---]. Demand outweighing supply. Mark up incoming"  
[X Link](https://x.com/keeganm5858/status/1810334688046686244)  2024-07-08T15:26Z [---] followers, [--] engagements


"@TuvaorBst @EnovixBatteries @rajtalluri So 3mm pretty standard maybe just slightly smaller compared to the competition. What you thinking here Allen"  
[X Link](https://x.com/keeganm5858/status/1810468013109387703)  2024-07-09T00:16Z [---] followers, [---] engagements


"ENVX Enovix my thoughts on competition in regards to technology"  
[X Link](https://x.com/keeganm5858/status/1812546186634531160)  2024-07-14T17:54Z [---] followers, [----] engagements


"@dinotom1 So what do you think this algo is doing Do you think its scalp trading Do you think its trying to stop momentum"  
[X Link](https://x.com/keeganm5858/status/1813222195834888519)  2024-07-16T14:40Z [---] followers, [--] engagements


"@KLabxx Also a smart move given leading up to earnings shorts historically have used that time period to play games"  
[X Link](https://x.com/keeganm5858/status/1813542771527127384)  2024-07-17T11:54Z [---] followers, [---] engagements


"25% added at 17.10"  
[X Link](https://x.com/keeganm5858/status/1813936167307620610)  2024-07-18T13:57Z [---] followers, [--] engagements


"ENVX Weekend Thoughts. 1) Unit economics 2) Brief discussion on thermal management for modern phones. 1.Shorts will tell you the business model of Enovix is a pipe dream and unrealistic. Theyll say theres no way they can charge a premium for a battery because a standard lithium ion battery cost around $4. You will not find manufactures who tell you the cost of their battery. You can do your best to get an idea of cost through using reliable sources. From what I have found Samsung and Apple flagship phone batteries cost are believed to be anywhere from $10-$15. The premium comes from better"  
[X Link](https://x.com/keeganm5858/status/1815137882043994557)  2024-07-21T21:32Z [---] followers, [----] engagements


"@Richard_X_Roe @2percentisfair @Adrian_H Its not a utility or batttery storage company. Look at what battery cost for iPhone and or Samsung s23 to get an idea of cost per battery. In that range of 10-15$ range"  
[X Link](https://x.com/keeganm5858/status/1815383496778559778)  2024-07-22T13:48Z [---] followers, [--] engagements


"@enovixwhisperer @Terryfied @Richard_X_Roe AMPX has no cycle life. I dont believe theyll ever be used in iot ce and or ev. However ampx energy density is impressive. Military applications aerospace and drones are their niche. Different markets. IMO ENVX is the winner but the stock price will tell all"  
[X Link](https://x.com/keeganm5858/status/1816197184569667769)  2024-07-24T19:42Z [---] followers, [---] engagements


"@minsie66 @rabbitHoleGoe Now youre speculating. If theres issues with zone [--] its possible theyll have to go back and tweak zone one and zone two theres just no need getting ahead of things when enovix is performing at such a high-level already. 90% yields do not include a finished zone 3"  
[X Link](https://x.com/keeganm5858/status/1816484475464740869)  2024-07-25T14:43Z [---] followers, [---] engagements


"Minsie you know Im a fan of yours Youre a much bigger contributor to the enovix community than I am Youve corrected me many times when Ive been wrong and I appreciate it I also hope your right on yields based on fab [--] and completion of agility line zone [--] and [--]. But you cant just say Fab [--] was xyz so gen [--] should be the same. If that was the case we should have had delay in zone 1+2 fat but instead it was zone [--]. I know very little about manufacturing but I do some woodworking and I understand how issues at step [--] could affect step [--] and [--]. Which would require tweaking of the whole line."  
[X Link](https://x.com/keeganm5858/status/1816489700498022589)  2024-07-25T15:04Z [---] followers, [--] engagements


"@22CaitlinClark @rajtalluri Wow now all they have to do is take it from a lab project to manufacture at scale and at a decent cost with good safety cycle life and high quality. My guess like qs will just remain a lab project"  
[X Link](https://x.com/keeganm5858/status/1816800425217073198)  2024-07-26T11:39Z [---] followers, [---] engagements


"@22CaitlinClark @rajtalluri The cell size theyre making currently is so small it has to be held with tweezers. If you think this thing should be manufactured at scale in the next five years youre out of your mind"  
[X Link](https://x.com/keeganm5858/status/1816813842661310913)  2024-07-26T12:32Z [---] followers, [---] engagements


"@Robber_Baroness @TDogCali53 @LeggoMyEggoPoS Demand by end of year will tell you everything you need to know. If you dont believe in the product and this management team then size up that short position"  
[X Link](https://x.com/keeganm5858/status/1817948418267886080)  2024-07-29T15:40Z [---] followers, [--] engagements


"@TsnycTsnyc22 No kidding people forget how much this thing has gone up in a matter of months"  
[X Link](https://x.com/keeganm5858/status/1817987603519652009)  2024-07-29T18:16Z [---] followers, [--] engagements


"@jpibble7 It would have to be big big news and I think its unlikely. 1st HVM line which we probably spent over 100million dollars on may not see yields in excess of 90% until end of year. SAT probably wont be done on HVM until October. Qual period 9-12mo before any POs"  
[X Link](https://x.com/keeganm5858/status/1819089010683441526)  2024-08-01T19:13Z [---] followers, [---] engagements


"@scbaker1904 @GeorgiusIIIRex Because that didnt include zone [--]. Zone [--] has been a disaster"  
[X Link](https://x.com/keeganm5858/status/1819348928178921679)  2024-08-02T12:26Z [---] followers, [---] engagements


"ENVX Enovix thoughts following CC from a nobody long investor. Have a good weekend"  
[X Link](https://x.com/keeganm5858/status/1819771895429890305)  2024-08-03T16:26Z [---] followers, [----] engagements


"@LateReaponder Because Im trying to be nice. Felt like I was being a douche so I took it down. But Ill repost"  
[X Link](https://x.com/keeganm5858/status/1819813355978146289)  2024-08-03T19:11Z [---] followers, [--] engagements


"@AlPutino @RogTallbloke @_Hudson_USA @TeslaTigerBull @SawyerMerritt @PoweredByEos Spam much"  
[X Link](https://x.com/keeganm5858/status/1823329962604048865)  2024-08-13T12:05Z [---] followers, [--] engagements


"@theaesch @fourier_f @CavemanTraderX @RocketPenguin75 I actually agree other battery companies dont share specs: TDK SKI CATL. But most next gen battery companies do: AMPX SLDP or QS. I trust enovix has their reasons. They have a seasoned management team. Theyre doing whats best for the company"  
[X Link](https://x.com/keeganm5858/status/1823442505725296733)  2024-08-13T19:32Z [---] followers, [---] engagements


"@BrianOkin @PeorgeyGeorgey @bleacherbum23 @rajtalluri My thought would be breakflow. Most gpu clusters used for AI require battery back up. Having a safe battery which can provide high discharge rate and not overheat would be a huge advantage to any power management system"  
[X Link](https://x.com/keeganm5858/status/1823763548641616264)  2024-08-14T16:48Z [---] followers, [--] engagements


"@AlPutino Spam Dont understand how this relates to TSLA ENVX and PLTR"  
[X Link](https://x.com/keeganm5858/status/1823881560829145343)  2024-08-15T00:37Z [---] followers, [---] engagements


"@EnovixBurner @Code__Duello @JoshTradeOption @MichelNantel @rajtalluri I know the time hes done selling and I have a good idea of when HVM line will be nearing high yields and those are both around the same time"  
[X Link](https://x.com/keeganm5858/status/1824939277957865715)  2024-08-17T22:40Z [---] followers, [---] engagements


"$ENVX as I research various tech the more I realize most tech advancements were very simple step changes or improvement in current tech. Semis being the perfect example. Wouldnt surprise me at all if a simple change in architecture allows for improvement in battery chemistries thus leading to advancements in energy storage"  
[X Link](https://x.com/keeganm5858/status/1825868494635737176)  2024-08-20T12:12Z [---] followers, [----] engagements


"@LordHarrington_ Ask me anything with Raj last question asked is when I realized somethings up with enovix. When asked about success he gave a very guarded answer. Conference call and Raj selling shares afterwards confirmed my uneasy feeling. Glad I limited my downside"  
[X Link](https://x.com/keeganm5858/status/1825927365844771062)  2024-08-20T16:06Z [---] followers, [---] engagements


"@EnovixBurner @bert_gilfoyle @rajtalluri We can only hope new factory is not a pivot away from silicon batteries for cell phones. Unfortunately I think they are pivoting. Suspect new factory will be battery storage with brake flow. Regardless revenue is needed"  
[X Link](https://x.com/keeganm5858/status/1825985135931543880)  2024-08-20T19:55Z [---] followers, [---] engagements


"ENVX I maintain a position but no where close to as big as it use to be. Theres a few good folks in the ENVX community but the majority of folks are toxic. Done posting all things enovix. Muting ENVX and moving on. Best of luck to all"  
[X Link](https://x.com/keeganm5858/status/1825996341002084507)  2024-08-20T20:40Z [---] followers, [----] engagements


"@amitisinvesting Great macro guy @MichaelKantro believes in near term employment will tell us all we need to know. Hes also been looking at new home sales as a sign of consumer strength. Home buys were down until most recent month where they were up about 10% compared to previous month"  
[X Link](https://x.com/keeganm5858/status/1827682044295442556)  2024-08-25T12:18Z [---] followers, [--] engagements


"@CavemanTraderX @SEC Very cringe individual. I believe hes secret short and purposefuly pumping to limit upside with any positive news"  
[X Link](https://x.com/keeganm5858/status/1827699433930379456)  2024-08-25T13:27Z [---] followers, [--] engagements


"Short distort how I would do it 1) find a story stock with large retail following 2) several intelligent shorts manipulate data to back their short claims seed uncertainty 3) shorts pump stock to take away all potential upside 4) to fill vacuum toxic shorts posting non sense"  
[X Link](https://x.com/keeganm5858/status/1827722526451265640)  2024-08-25T14:59Z [---] followers, [---] engagements


"Forgot to add ticker $lite Lumentum"  
[X Link](https://x.com/keeganm5858/status/1828802950162166258)  2024-08-28T14:32Z [---] followers, [--] engagements


"$LITE Lumentum another add today on $SMCI"  
[X Link](https://x.com/keeganm5858/status/1828811009257361581)  2024-08-28T15:04Z [---] followers, [---] engagements


"@CavemanTraderX Coming from someone less successful than you when it comes to trading so probably best to ignore. But Enovix community is majority toxic theres a few good folks. But if you find yourself making trades you normally wouldnt it may be the people around you influencing you"  
[X Link](https://x.com/keeganm5858/status/1828851394587091175)  2024-08-28T17:45Z [---] followers, [--] engagements


"@CavemanJoker Toxicity will have you doing weird things Ive never wanted to short a stock more than Enovix right now Wont do it given the story remains open ended. But Geeze just thinking about it tells me Im losing my mind I think I come back for the drama One expensive soap opera"  
[X Link](https://x.com/keeganm5858/status/1829177688415981821)  2024-08-29T15:22Z [---] followers, [--] engagements


"@ResearchQf Great post. On COHR earnings call an analyst mentioned a competitor shipping idp lasers and were curious as to what their stance was. Idp so important for 1.6t transceivers. Really could feel the confidence on LITEs last cc to get to 1.6t and beyond"  
[X Link](https://x.com/keeganm5858/status/1829211733053124981)  2024-08-29T17:37Z [---] followers, [--] engagements


"I believe B2C will be after b2b which is common for new tech. Higher compute will be used in higher end markets first. Lets use enovix as an example. We are likely renting cloud and gpu clusters for ai/ml for determining best chemistries and for improving manufacturing. Its expensive but its a necessity to improve competitiveness within the market. Consumer will come next. Once AI assistant ends up on cell phones like iPhone later this year people will start to understand. Robotics applications in the next year or so are going to be mind blowing IMO. So many applications we could discuss"  
[X Link](https://x.com/keeganm5858/status/1829222424920957124)  2024-08-29T18:19Z [---] followers, [--] engagements


"@Terryfied @ypk @doh_in @RocketPenguin75 @eenLien Amprius solved swelling issue with nano wires. Theres zero reason for them to use a constraint"  
[X Link](https://x.com/keeganm5858/status/1829470886610518371)  2024-08-30T10:47Z [---] followers, [--] engagements


"@rabbitHoleGoe @eenLien @RocketPenguin75 @RiceBucketMedia I get how easy it is for emotions to be involved especially when people have their money on the line. But integrity for me is a big deal if you ever want to have an open discussion lets do a spaces call. Ill take the short side despite being long and you take the long side"  
[X Link](https://x.com/keeganm5858/status/1829541376465473992)  2024-08-30T15:27Z [---] followers, [---] engagements


"@adamElkkkk @stefanpu13 I will say the fast charge is related to the thermal system the device contains. Huge vapor chambers with other cooling tech. Enovix battery does not require these complex thermal management systems. Thats why the phone is so freaking big"  
[X Link](https://x.com/keeganm5858/status/1831348743481794898)  2024-09-04T15:08Z [---] followers, [--] engagements


"$LITE $NVDA $BRKB sit on your hands type of day"  
[X Link](https://x.com/keeganm5858/status/1833144473859018892)  2024-09-09T14:04Z [---] followers, [---] engagements


"My AI Bet $LITE 1)cpu/gpu 2) infrastructure 3) **interconnect 4) software 5) ai/ml applications 1) $nvda 2) $smci $orcl 3) next up $lite $cohr $avgo 4) $meta $msft 5) $tsla FSD and more to come. Consumers will be last to see AI applications. Companies are benefiting now Follow the spend"  
[X Link](https://x.com/keeganm5858/status/1833478842259796350)  2024-09-10T12:13Z [---] followers, [---] engagements


"@usernamegg4 Or more likely some covering given the story alone has potential for 2x"  
[X Link](https://x.com/keeganm5858/status/1833555340543000770)  2024-09-10T17:17Z [---] followers, [--] engagements


"@TsnycTsnyc22 What if theyre updating us and letting us know theyre about to tap the ATM again Im sure theyll word it as were just shoring up the balance sheet for potential strategic opportunities"  
[X Link](https://x.com/keeganm5858/status/1833575325961470414)  2024-09-10T18:36Z [---] followers, [--] engagements


"After taking more time to think about a short term trade. If CPI comes in flat market will likely rally and I believe for short term traders this is an opportunity to sell the rip. Im following the bond market response not the stock market response for insights"  
[X Link](https://x.com/keeganm5858/status/1833836157274112134)  2024-09-11T11:53Z [---] followers, [--] engagements


"$lite Lumentum Nice little mention in regards to 1.6tbs Were excited to announce the ONE-1600 testing and validation solution for the emerging 1.6Tb/s ecosystem based on 224G SERDES enabling applications like #AI Machine Learning #HPC and quantum computing. Learn more: https://t.co/alMZ92GNw1 https://t.co/CEAJHxT49u Were excited to announce the ONE-1600 testing and validation solution for the emerging 1.6Tb/s ecosystem based on 224G SERDES enabling applications like #AI Machine Learning #HPC and quantum computing. Learn more: https://t.co/alMZ92GNw1 https://t.co/CEAJHxT49u"  
[X Link](https://x.com/keeganm5858/status/1834176507326894363)  2024-09-12T10:25Z [---] followers, [---] engagements


"@Stephanie_Link CPO and ASICS wont show significant revenue growth until 2-3 years from now. Their networking/software business will keep them afloat in the meantime. Check out $COHR druck is an investor or $LITE both pure network plays which is the next wave in ai cycle imo"  
[X Link](https://x.com/keeganm5858/status/1834207640303378878)  2024-09-12T12:29Z [---] followers, [---] engagements


"Went short on ENVX today. No longer worried about the potential of it being an open ended stock. I honestly feel bad for retail longs who are being suckered. Initial concerns for me were yields and recent fireside with Raj confirmed my thoughts. By end of year their hoping for agility line to be 90% yields if your long and you dont see the issue here you deserve to lose money. Lastly I was always a big believer in the tech but I finally am starting to have questions. I believe I heard the plan is to be making 5000mah on hvm line to prove the tech We have request for 7000mah battery very"  
[X Link](https://x.com/keeganm5858/status/1834587088785727642)  2024-09-13T13:37Z [---] followers, [----] engagements

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