#  @bleacherbum23 Football Guy's Guy Football Guy's Guy posts on X about $envx, enovix, meta, $spwr the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::919204010623750144/interactions)  - [--] Week [-----] +52% - [--] Month [------] -70% - [--] Months [-------] -61% - [--] Year [---------] +71% ### Mentions: [--] [#](/creator/twitter::919204010623750144/posts_active)  - [--] Week [--] -4.80% - [--] Month [--] -10% - [--] Months [---] -62% - [--] Year [-----] +107% ### Followers: [------] [#](/creator/twitter::919204010623750144/followers)  - [--] Week [-----] +0.35% - [--] Month [-----] -0.96% - [--] Months [-----] -1.10% - [--] Year [-----] +47% ### CreatorRank: [---------] [#](/creator/twitter::919204010623750144/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [$envx](/topic/$envx), [enovix](/topic/enovix), [meta](/topic/meta), [$spwr](/topic/$spwr) #4, [$meta](/topic/$meta), [samsung](/topic/samsung), [$qcom](/topic/$qcom), [india](/topic/india), [raj](/topic/raj), [$aapl](/topic/$aapl) **Top accounts mentioned or mentioned by** [@eenlien](/creator/undefined) [@enovixbatteries](/creator/undefined) [@jmalchow](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@drtjrodgers](/creator/undefined) [@joceyreyes209](/creator/undefined) [@rajtalluri](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@amitisinvesting](/creator/undefined) [@foldnow1984](/creator/undefined) [@spenbaker](/creator/undefined) [@2percentisfair](/creator/undefined) [@latereaponder](/creator/undefined) [@grok](/creator/undefined) [@chicagobears](/creator/undefined) [@banrube](/creator/undefined) [@kghazzagh](/creator/undefined) [@michelnantel](/creator/undefined) [@anduriltech](/creator/undefined) **Top assets mentioned** [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Metadium (META)](/topic/$meta) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Enphase Energy Inc (ENPH)](/topic/$enph) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Motorola Solutions Inc (MSI)](/topic/motorola) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Dell Technologies, Inc. (DELL)](/topic/dell) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Honeywell International Inc (HON)](/topic/honeywell) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snap, Inc. (SNAP)](/topic/$snap) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) ### Top Social Posts Top posts by engagements in the last [--] hours "@Palantir_news @Palantir_Daily @sachinvats if you look at all of ARKKs holdings $PLTR is the most shares in the fund. Thats pretty major" [X Link](https://x.com/bleacherbum23/status/1389912646623776769) 2021-05-05T11:59Z [---] followers, [--] engagements "$ENVX some items to listen for at the earnings call in less than [--] weeks on 7/26: 1) YBS update 2) Raj in China update (likely to sign a deal) 3) Strategic visions of India 4) More information on EVs 5) Battery production beat 6) Army order 7) Other purchase orders" [X Link](https://x.com/bleacherbum23/status/1679459476771057664) 2023-07-13T11:55Z [---] followers, [----] engagements "$ENVX In August of [----] $ENVX was awarded $3.2M by the Department of Energy to work on EV batteries: In November [----] the DOE released a results report and on page [---] overall begins the $ENVX portion. https://www.greencarcongress.com/2020/08/20200827-enovix.html https://www.greencarcongress.com/2020/08/20200827-enovix.html" [X Link](https://x.com/bleacherbum23/status/1679951928921563136) 2023-07-14T20:32Z [---] followers, [---] engagements "1/2 $ENVX the timing of Enovix India makes so much sense with this news from the Indian government on June [--] 2023: "The draft proposal for a production-linked incentive subsidy scheme would offer [---] billion rupees ($2.63 billion) from this year through to [----] for." $ENVX In the press release regarding Enovix India in Hyderabad Enovix will be "developing advanced models to predict battery performance and support next-gen battery manufacturing and design." This has massive upside. @AlderLaneEggs @joceyreyes209 $ENVX In the press release regarding Enovix India in Hyderabad Enovix will be" [X Link](https://x.com/bleacherbum23/status/1685337732871344128) 2023-07-29T17:13Z [---] followers, 25.4K engagements "1/4 $ENVX @rajtalluri penned a terrific article entitled: "The advantages of on-device AI are real but not realistic without a better battery": Please take the time to read this fantastic article. The timing of when this article was released. https://enovix.medium.com/the-advantages-of-on-device-ai-are-real-but-not-realistic-without-a-better-battery-e683640307f5 1/2 $ENVX the timing of Enovix India makes so much sense with this news from the Indian government on June [--] 2023: "The draft proposal for a production-linked incentive subsidy scheme would offer [---] billion rupees ($2.63 billion)" [X Link](https://x.com/bleacherbum23/status/1685374028348080128) 2023-07-29T19:37Z [---] followers, 32.5K engagements "$ENVX THREAD EDOM has [--] dedicated sales offices and locations all throughout China Taiwan Japan South Korea Singapore Malaysia Thailand Vietnam and India:" [X Link](https://x.com/bleacherbum23/status/1685636741930295298) 2023-07-30T13:18Z [---] followers, [----] engagements "$ENVX THREAD EDOM Technologies partners with several companies but they are an authorized distributor of $NVDA and have been a trusted partner:" [X Link](https://x.com/bleacherbum23/status/1685636854270570496) 2023-07-30T13:18Z [---] followers, 11.3K engagements "@TDAmeritrade I may switch providers after this garbage this morning. $ENVX @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1686711721166073856) 2023-08-02T12:13Z [---] followers, [----] engagements "In the report above it specifically mentions that the "absense of lithium-ion domestic manufacturing facilities is expected to restrain the market." This is where $ENVX can win and can seize the market. It is all about execution and excited to hear @rajtalluri plans for India" [X Link](https://x.com/bleacherbum23/status/1687474966906929152) 2023-08-04T14:45Z [---] followers, 10.5K engagements "$ENVX The 23rd Annual Advanced Automative Battery Conference will be hosted December 11-14 [----] in San Diego CA. $ENVX VP of Business Development and Head of Enovix Mobility James Wilcox is making Chairperson's Remarks moderating panels and giving a presentation" [X Link](https://x.com/bleacherbum23/status/1687590822387322880) 2023-08-04T22:30Z [---] followers, [----] engagements "$ENVX The disclosed technology introduces a distributed cell formation system for lithium-containing secondary batteries addressing issues with traditional centralized systems and silicon anodes" [X Link](https://x.com/anyuser/status/1688735187944005633) 2023-08-08T02:13Z [--] followers, [---] engagements "$ENVX Instead of large expensive centralized control the system utilizes a central controller and multiple formation clusters. Each cluster has specific modules to charge diffuse lithium through a pre-lithiation process and discharge the batteries" [X Link](https://x.com/bleacherbum23/status/1688735283855151104) 2023-08-08T02:14Z [---] followers, [---] engagements "$ENVX there are some incredible jobs open at @EnovixBatteries. Connect some dots and read this job description. @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1689233058824933376) 2023-08-09T11:12Z [---] followers, [----] engagements "$ENVX read the filings people: "The information in this prospectus is not complete and may be changed. We may not sell these securities or accept an offer to buy these securities until the registration statement filed with the Securities and Exchange Commission is effective."" [X Link](https://x.com/bleacherbum23/status/1689392228899422209) 2023-08-09T21:44Z [---] followers, 30.5K engagements "$ENVX ".This prospectus is not an offer to sell these securities and it is not soliciting offers to buy these securities in any state where such offer or sale is not permitted."" [X Link](https://x.com/bleacherbum23/status/1689392351440207877) 2023-08-09T21:44Z [---] followers, [----] engagements "$ENVX @rajtalluri led and turned Snapdragon into a powerhouse at $QCOM. "Qualcomm Snapdragon mobile platforms are designed to be fast intelligent smooth and secure with amazing graphics. They feature processors with multi-core CPUs combining cutting-edge features and."" [X Link](https://x.com/bleacherbum23/status/1691063230209429504) 2023-08-14T12:24Z [---] followers, [----] engagements "$ENVX In [----] Samsung signed a [--] year deal with Qualcomm for the Snapdragon processor" [X Link](https://x.com/bleacherbum23/status/1691063586280607744) 2023-08-14T12:25Z [---] followers, [---] engagements "$ENVX Before Raj left Qualcomm for Enovix the deal was in place that Samsung would manufacture Snapdragon for its own phones" [X Link](https://x.com/bleacherbum23/status/1691063713690972160) 2023-08-14T12:26Z [---] followers, [---] engagements "$ENVX $META and $QCOM signed a multi-year broad strategic agreement in September of [----] to leverage Snapdragon XR platforms for the Meta Quest Platform. The relationships are deep between @rajtalluri and $META. @joceyreyes209 @marc" [X Link](https://x.com/bleacherbum23/status/1691119120077725696) 2023-08-14T16:06Z [---] followers, 17.5K engagements "$ENVX The Indian government has a Public-Private partnership regarding the production of batteries in Hyderabad specifically EV batteries and other industrial applications. Enovix India partnering with the Indian government on these solutions would make a lot of sense" [X Link](https://x.com/bleacherbum23/status/1692578197978726766) 2023-08-18T16:44Z [---] followers, [----] engagements "$ENVX for the FUD being spread right now about the updated filing: "This prospectus does not constitute an offer to sell or the solicitation of an offer to buy any securities." This is procedural. Move on. https://ir.enovix.com/sec-filings/sec-filing/424b5/0001193125-23-216060 https://ir.enovix.com/sec-filings/sec-filing/424b5/0001193125-23-216060" [X Link](https://x.com/bleacherbum23/status/1692656615684530672) 2023-08-18T21:55Z [---] followers, [----] engagements "$ENVX The silicon anode battery market is projected by Future Market Insights to garner $131.6 billion in [----] recording a CAGR of 47.5% from [----] to [----]. A seismic leap coming in the silicon anode market. @joceyreyes209 @AlderLaneEggs @rajtalluri" [X Link](https://x.com/bleacherbum23/status/1693370828321349891) 2023-08-20T21:14Z [---] followers, [----] engagements "@fear_munger @BenRabizadeh I feel like they have to do buybacks here. I don't know if they will get another opportunity to buy this low unless we keep doing this until they prove it at earnings call after this quarter ends. The current stock price reflects nothing of the business or portfolio right now" [X Link](https://x.com/bleacherbum23/status/1693648515967414424) 2023-08-21T15:37Z [---] followers, [--] engagements "$ENVX is hiring a position "Buyer" in Penang Malaysia. This position will "execute purchase orders and support the Procure to Pay process and manage the suppliers to support the Procurement function within the company." Manufacturing scale is coming. https://jobs.lever.co/enovix/717bf347-464a-49ea-a276-6a834ba4d9f9 https://jobs.lever.co/enovix/717bf347-464a-49ea-a276-6a834ba4d9f9" [X Link](https://x.com/bleacherbum23/status/1693711250365317344) 2023-08-21T19:46Z [---] followers, [----] engagements "$ENVX $GOOGL Everyone needs better batteries: "After revisiting the Pixel Watch Im convinced all Google really has to do is nail battery life. Multiday battery would be ideal but even getting a reliable [--] hours would be a huge step forward."" [X Link](https://x.com/bleacherbum23/status/1693944389549293713) 2023-08-22T11:13Z [---] followers, [----] engagements "$ENVX The Samsung Galaxy S24 will have a bigger battery with the base model rumored to have [----] mAh battery and the plus model to have [----] mAh and the ultra to have [----] mAh battery. Why is this significant In the Enovix presentation from July. https://www.xda-developers.com/leak-samsung-galaxy-s24-battery-size/ https://www.xda-developers.com/leak-samsung-galaxy-s24-battery-size/" [X Link](https://x.com/bleacherbum23/status/1693947568630440267) 2023-08-22T11:25Z [---] followers, [----] engagements "$ENVX The Prime Minster of Malaysia wooing $TSLA further: "Anwar said that Malaysia has the capacity to produce parts of the batteries used by Tesla's electric vehicles.the nation is capable of.attaining the 'end game assembly'." Seize it @rajtalluri https://www.nst.com.my/news/nation/2023/08/945724/pm-malaysia-can-be-higher-supply-chain-tesla https://www.nst.com.my/news/nation/2023/08/945724/pm-malaysia-can-be-higher-supply-chain-tesla" [X Link](https://x.com/bleacherbum23/status/1694060691433627757) 2023-08-22T18:55Z [---] followers, 12.4K engagements "$ENVX is hiring a Senior Principal Scientist in Hyderabad India which requires: "Develop fundamental models or (and) AI/ML algorithms to model battery characteristics assist in battery development/ factory qualification/ troubleshooting." Factory qualification in India" [X Link](https://x.com/bleacherbum23/status/1694107776669343814) 2023-08-22T22:02Z [---] followers, [----] engagements "$ENVX The EV space has many considerations and this is another big hurdle. Thankfully the Enovix battery is material agnostic. "The EV industry faces a huge challenge of replacing in record speed internal combustion engines (ICE) that have ruled the roads for over a centuryand domesticating the entire supply chain to meet the demands of an electric vehicle industry quickly closing in on a trillion-dollar market value. North America is building EV factories first then battery gigafactories. Only after these grand plans has enough attention been given to mineral processing. And coming in last" [X Link](https://x.com/bleacherbum23/status/1694309867983630597) 2023-08-23T11:25Z [---] followers, [----] engagements "$ENVX Very interesting developments in Malaysia and the Malaysian Prime Minister wanting more EV investments in their country and declaring they are open for business. "Malaysia has set its sights on a larger part of the electric vehicle supply chain business as competition in Southeast Asia heats up following Teslas announcement of a regional headquarters in Malaysia. 'EV happens to be our priority' Malaysias Prime Minister Anwar Ibrahim told CNBCsMartin Soongin an exclusive interview Friday at the prime ministers offices in Putrajaya just south of the countrys capital Kuala Lumpur. Teslas" [X Link](https://x.com/bleacherbum23/status/1694723170434240594) 2023-08-24T14:47Z [---] followers, [----] engagements "$ENVX Keep in mind this when thinking about Samsung and Enovix: Qualcomm and Samsung have a long-standing strategic partnership to deliver premium experiences for Samsung Galaxy devices. The two companies have extended their patent license agreement for 3G 4G 5G and 6G mobile technology through [----]. Samsung is the largest smartphone supplier by unit volume. Samsung is the official smartphone partner for Qualcomm's Snapdragon Pro Series ESL. Samsung will use a Qualcomm Snapdragon chipset in all its Galaxy S series smartphones sold worldwide. Samsung is not using the same Snapdragon chip" [X Link](https://x.com/bleacherbum23/status/1694764107906560067) 2023-08-24T17:30Z [---] followers, [----] engagements "$ENVX wouldn't a better battery be nicer: -The PlayStation Portal handheld device's battery life is reportedly targeting 7-9 hours similar to the PS5's DualSense Controller. -The battery life of the PlayStation Portal is comparable to that of the Nintendo Switch whose OLED model ranges from [---] to [--] hours. -Achieving a battery life comparable to a DualSense controller for a screen-based device is commendable but actual usage may vary" [X Link](https://x.com/bleacherbum23/status/1694792778725966058) 2023-08-24T19:24Z [---] followers, [----] engagements "$ENVX $DELL I missed this at the beginning of July but Dell is partnering with Intel to launch AI skills lab in the Indian state of Telangana and more specfiically at the Lords Institute of Engineering & Technology which is in Hyderabad or the city where Enovix India is located. One item Enovix India is working on is the AI applications and usage of the battery so there is likely a connection here. "The partnership involves integrating Intel's "AI for Youth" programme into the institute's existing curriculum aiming to bridge the digital skills gap and prepare students for the industry."" [X Link](https://x.com/bleacherbum23/status/1695144978996253170) 2023-08-25T18:43Z [---] followers, 12.6K engagements "$ENVX The global foldable phone market is expected to grow at a compound annual growth rate (CAGR) of 25.7% from [----] to [----]. In [----] [----] million foldable phones were shipped globally which is a 60% increase from [----]. The market is expected to continue to grow to [----] million units in [----]. The global foldable smartphone market was valued at $17.6 billion in [----] and is projected to reach $174 billion by [----]. The market is expected to grow from $24.52 billion in [----] to $54.05 billion by [----]. Samsung and Apple are expected to dominate the market. In [----] Samsung accounted for around 80%" [X Link](https://x.com/bleacherbum23/status/1695400072266371096) 2023-08-26T11:37Z [---] followers, [----] engagements "$ENVX thank you for this @sortalegendary1 Medical devices is a monstrous market for Enovix to capture @rajtalluri @jmalchow" [X Link](https://x.com/bleacherbum23/status/1695487344944775392) 2023-08-26T17:24Z [---] followers, [---] engagements "$ENVX what would be interesting to see explained by @rajtalluri is how Enovix battery could help at data centers. Data centers use a lot of energy to maintain their servers. They consume about [----] kWh per square meter which is about ten times the power consumption of a typical American home. Data centers collectively use more energy than some nation-states. They use around 1-1.5% of global energy. Most data centers use a valve-regulated lead-acid cell battery to power the uninterrupted power supply (UPS) system. These batteries need to be replaced between 3-10 years. They also lose their" [X Link](https://x.com/bleacherbum23/status/1695755015057731673) 2023-08-27T11:07Z [---] followers, [----] engagements "$ENVX Foxconn the company that manufacturers over 70% of $AAPL iPhones held a ribbon-cutting ceremony May [--] [----] on a new $500 million manufacturing facility in Telangana India which is will be right outside of Hyderabad where Enovix India is located. The new factory is expected to create about [-----] new jobs. Mass production is slated to begin by the end of next year. AirPods will be the second product category after iPhone that will be made in India. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow" [X Link](https://x.com/bleacherbum23/status/1696121583323230258) 2023-08-28T11:24Z [---] followers, 10.1K engagements "$ENVX there definitely is "insatiable" demand for batteries worldwide especially seeing a World Battery Expo with record turnout: "The bustling three days counted [------] visits in total all trade visitors from sectors like battery and energy storage new energy vehicles low-speed electric vehicles consumer electronics electric power solar energy communication big data infrastructure smart terminals and so forth." https://www.bisinfotech.com/world-battery-expo-wbe-ended-with-record-turnout/ https://www.bisinfotech.com/world-battery-expo-wbe-ended-with-record-turnout/" [X Link](https://x.com/bleacherbum23/status/1696125468909740197) 2023-08-28T11:39Z [---] followers, [----] engagements "$ENVX $AAPL these new updates are really neat in the iPad but there is no way the battery life will be any better. Please focus on upgrading the battery in a major way. @AlderLaneEggs @joceyreyes209 @rajtalluri" [X Link](https://x.com/bleacherbum23/status/1696482161115963846) 2023-08-29T11:17Z [---] followers, [--] engagements "$ENVX it seems like the iPhone [--] battery will be similar to the iPhone [--]. I am hoping the iPhone [--] has a much more powerful battery in place. $AAPL" [X Link](https://x.com/bleacherbum23/status/1696555873458360501) 2023-08-29T16:10Z [---] followers, [--] engagements "$ENVX Malaysian Prime Minister Datuk Seri Anwar Ibrahim said in a national address today that they will be launching a New Industrial Master Plan [----] (NIMP 2030) which will help launch Malaysia into a high-tech industrialized nation. NIMP [----] will be launched on Friday" [X Link](https://x.com/bleacherbum23/status/1696840471484748272) 2023-08-30T11:01Z [---] followers, [--] engagements "$ENVX has mentioned Garmin before in their past presentations from February [----] which mentioned the $ENVX battery adds [--] days to the battery life of the Garmin watch and the new Garmin Venu [--] smartwatch has a [--] day battery life. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow @sortalegendary1 https://d1io3yog0oux5.cloudfront.net/_b3dd3ffe4c6109d7294d01bf1311b5f6/rodgerscap/db/1297/11207/pdf/Enovix+RSVAC+Investor+Presentation.pdf https://www.cnet.com/tech/mobile/garmins-venu-3-smartwatch-can-track-your-naps-and-has-14-day-battery-life/" [X Link](https://x.com/bleacherbum23/status/1696853880498528434) 2023-08-30T11:54Z [---] followers, [----] engagements "$ENVX well what do we have here. Enovix having an EV JV does not seem too far away from high-volume. Look no further than the Cell Design Engineer job they are hiring for in Fremont with the job description including: "The Cell Design Engineer Mobility will be responsible for mechanical cell design and validation and will work closely with the R&D team and external vendors to optimize materials electrode and component designs to meet the program performance targets. Additionally the successful candidate with work with the Equipment team to design and implement any equipment necessary to" [X Link](https://x.com/bleacherbum23/status/1697405301274943613) 2023-09-01T00:25Z [---] followers, [----] engagements "$ENVX The U.S. Department of Energy (DOE) has committed $3.5 billion to expand domestic battery manufacturing. The funding is part of the Bipartisan Infrastructure Law. The funding will be used to expand the production of batteries for electric vehicles (EVs) and the electrical grid. The funding will also be used to source battery materials and components that are currently imported from other countries. This funding could help build several EV lines in the United States giving U.S. citizens jobs and could be right out of Fremont. I hope @rajtalluri and team are able to explore this avenue as" [X Link](https://x.com/bleacherbum23/status/1697570873853849843) 2023-09-01T11:23Z [---] followers, [----] engagements "@BleacherNation it is so nasty and quite game changing for this pen if those two guys are fully back. Wes looked like his old self and may have had some tweaks. He looked fantastic and like a guy you want in the rotation (which is even more incredible we are able to have him in the pen)" [X Link](https://x.com/bleacherbum23/status/1697775992339922976) 2023-09-02T00:58Z [---] followers, [---] engagements "$ENVX @rajtalluri's former company Texas Instruments $TXN has developed a battery management system (BMS) technology that can help maximize range and charging performance. BMS is a component of a battery pack that monitors and manages the battery. It plays a critical role in the battery's safety performance charge rates and longevity. Imagine if this was paired with the $ENVX material agnostic battery and the revolutionary tech The performance would be truly incredible. $TXN is also planning to further boost business ties with electric vehicle manufacturers and battery makers in South Korea" [X Link](https://x.com/bleacherbum23/status/1697952488966799579) 2023-09-02T12:39Z [---] followers, [----] engagements "$ENVX fantastic report and fantastic opportunity. $ENVX still has massive upside potential (and the share price has pulled back over the last month). Long $ENVX 🔋🔋⚡ (and yes it made the top [--] list) https://t.co/HC3wBdyzAA $ENVX still has massive upside potential (and the share price has pulled back over the last month). Long $ENVX 🔋🔋⚡ (and yes it made the top [--] list) https://t.co/HC3wBdyzAA" [X Link](https://x.com/bleacherbum23/status/1698018673871749365) 2023-09-02T17:02Z [---] followers, [----] engagements "@BleacherNation I love the idea of them using Wisdom for two PA's (two strikeouts likely) then pinch hitting Canario instead of starting him. Jed and Carter: wouldn't be nice to see one of your best prospects when he is hot (oh and he was white hot in AAA before the call-up)" [X Link](https://x.com/bleacherbum23/status/1698064241922863479) 2023-09-02T20:03Z [---] followers, [---] engagements "@ballskwok Strop had the clever phrase hats to the left and Assad should have glasses on the nose @obvious_shirts" [X Link](https://x.com/bleacherbum23/status/1698135055468757014) 2023-09-03T00:45Z [---] followers, [---] engagements "@mj_ernst @TheBlogfines But that would take creativity to change up the lineup and what you know" [X Link](https://x.com/bleacherbum23/status/1698146163269251412) 2023-09-03T01:29Z [---] followers, [---] engagements "$ENVX BusBar insertion video in $ENVX batteries that was limiting Fab [--] automation line has been solved in Gen2 equipment and you can see it in the following video. https://t.co/Fv9nPwjC9v @AlderLaneEggs @joceyreyes209 BusBar insertion video in $ENVX batteries that was limiting Fab [--] automation line has been solved in Gen2 equipment and you can see it in the following video. https://t.co/Fv9nPwjC9v @AlderLaneEggs @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1699478155277594737) 2023-09-06T17:42Z [---] followers, [----] engagements "$ENVX very good take I have no doubt they will scale. I believe they will make their original projected numbers look like a joke with time. People who are killer at what they do do killer things. @rajtalluri @EnovixBatteries @SamiraNaraghi The ones Ive met always delivered. $ENVX I have no doubt they will scale. I believe they will make their original projected numbers look like a joke with time. People who are killer at what they do do killer things. @rajtalluri @EnovixBatteries @SamiraNaraghi The ones Ive met always delivered. $ENVX" [X Link](https://x.com/bleacherbum23/status/1699815045922787797) 2023-09-07T16:01Z [---] followers, [----] engagements "@ChiSportUpdates @ChicagoBears Who cares about apologies. Throw the ball down field" [X Link](https://x.com/bleacherbum23/status/1701027952404701314) 2023-09-11T00:20Z [---] followers, 15.4K engagements "$ENVX so $QCOM with $APPL through [----]. I wonder else who will be with $APPL through that time period" [X Link](https://x.com/bleacherbum23/status/1701224425864167854) 2023-09-11T13:21Z [---] followers, [----] engagements "$ENVX going to be a fun week to see what happens at the Morgan Stanley conference Thursday and whether Adam Jonas initiates coverage. Knock it out of the park this week @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow" [X Link](https://x.com/bleacherbum23/status/1701225117995729229) 2023-09-11T13:24Z [---] followers, [----] engagements "Chicago Bears fans who do you want Ryan Poles to draft in [----]. #NFL #NFL2023 #ChicagoBears #BearsNation Caleb Williams Drake Maye Other QB Caleb Williams Drake Maye Other QB" [X Link](https://x.com/bleacherbum23/status/1701313271750598711) 2023-09-11T19:14Z [---] followers, [---] engagements "@joceyreyes209 @AlderLaneEggs @JJohnsonNow @ActAccordingly I hope it strengthens soon since they have such a massive opportunity with the BBBY rebrand. Massive. And that is not to mention the Medici portfolio" [X Link](https://x.com/bleacherbum23/status/1701375779387650339) 2023-09-11T23:22Z [---] followers, [----] engagements "@NBCSBears yeah because he is proving to be a bust in the NFL. I hope he is not but he cannot pass" [X Link](https://x.com/bleacherbum23/status/1701781766565134670) 2023-09-13T02:16Z [---] followers, [--] engagements "@Chicago_NFL Hes not the problem The QB is the position that can make a team great. Justin has not proven he can do that in the pros" [X Link](https://x.com/bleacherbum23/status/1702077835475841394) 2023-09-13T21:52Z [---] followers, [----] engagements "@BearsBarade @ChicagoBears we were the worst team in the NFL last year" [X Link](https://x.com/bleacherbum23/status/1702079218556031165) 2023-09-13T21:58Z [---] followers, [---] engagements "$ENVX today is a big day for Enovix today at the Morgan Stanley 11th Annual Laguna Conference. It starts at 2:05 EST and here is the link: Good luck @rajtalluri and we hope you knock it out of the park. @jmalchow @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1702281958238392351) 2023-09-14T11:23Z [---] followers, [--] engagements "$ENVX $APPL is hiring for a role in Hyderabad India: ML Engineer (Generative AI): Enovix India is also hiring individuals who can "Use fundamental models or (and) AI/ML algorithms to model battery characteristics assist in battery development/ factory qualification/ troubleshooting."" [X Link](https://x.com/bleacherbum23/status/1702335794575495267) 2023-09-14T14:57Z [---] followers, [---] engagements "@patrickfinley I hope everything is okay for Williams but what are all these personal reason designations around Halas Hall. Be real Bears" [X Link](https://x.com/anyuser/status/1702355235635925391) 2023-09-14T16:14Z [--] followers, [----] engagements "@mcinnes_danny Of course Danny What a day it was and the best interview he has done to date. The excitement from Adam Jonas was what made me most excited from it. Would love your thoughts on the interview too" [X Link](https://x.com/bleacherbum23/status/1702467703720837537) 2023-09-14T23:41Z [---] followers, [---] engagements "$ENVX Here is a summary of Ajay's article entitled "Our Path To High Volume Manufacturing": Since the initiation of the "Journey to Scale" earlier this year significant strides have been made including the start of Factory Acceptance Testing (FAT) for the Gen2 High Volume Manufacturing (HVM) equipment in August. The manufacturing setup consists of unique zones: -Electrode Patterning (Zone 1): Machines laser pattern rolls of electrodes based on client requirements. FAT for this zone started in August and is expected to conclude in October. -Cell Assembly (Zone 2): Electrodes from Zone 1" [X Link](https://x.com/bleacherbum23/status/1702638798461628778) 2023-09-15T11:01Z [---] followers, [----] engagements "$ENVX Morgan Stanley holds roughly [---] million shares of $ENVX: According to TipRanks Adam Jonas holds a few other battery companies: Let's take a look at the amount Morgan Stanley has of the battery companies Adam Jonas has taken a stance on in the past: -FREY - roughly [---] million shares owned as of August 14th 2023: -QS - roughly [---] million shares owned as of August 14th 2023: -MVST - roughly 430k shares owned as of August 14th 2023: -RMO - closed position and zero shares: The importance Adam Jonas stressed yesterday of Enovix being safe producing batteries now (with an order of magnitude" [X Link](https://x.com/bleacherbum23/status/1702735539995287865) 2023-09-15T17:26Z [---] followers, [----] engagements "@dabearsblog At least he went to the playoffs" [X Link](https://x.com/bleacherbum23/status/1703527861309915504) 2023-09-17T21:54Z [---] followers, [----] engagements "$ENVX Adam Jonas led off the conversation last week with Enovix by stating: "For those not familiar with Enovix Enovix is an advanced battery company using 100% silicon anodate techology. Leveraging a proprietary approach for to battery so architecture. It is architecture first borrowing a lot of principles from the semiconductor industry. Promising energy dense fast charge batteries that are exceptionally safe - that is the important thing here. The company does generate revenue today and they are delivering batteries to customers right now. This is not your average startup battery company -" [X Link](https://x.com/bleacherbum23/status/1704100730888700047) 2023-09-19T11:50Z [---] followers, [----] engagements "$ENVX TJ purchased more shares of $ENPH on 9/14. Will he be purchasing more $ENVX at these levels @joceyreyes209 @AlderLaneEggs TJ Rodgers added to his $ENPH position: https://t.co/nD3Tn8ooKX TJ Rodgers added to his $ENPH position: https://t.co/nD3Tn8ooKX" [X Link](https://x.com/bleacherbum23/status/1704107185977090477) 2023-09-19T12:16Z [---] followers, [----] engagements "@dabearsblog Flus is 3-16 as a head coach so far. If he finishes this season with a 6-28 record as head coach that has to be a reason for change alone right" [X Link](https://x.com/bleacherbum23/status/1704107591490805780) 2023-09-19T12:18Z [---] followers, [----] engagements "$ENVX here is the full note by Cantor" [X Link](https://x.com/bleacherbum23/status/1704854971601297889) 2023-09-21T13:47Z [---] followers, [----] engagements "$ENVX a must listen. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow" [X Link](https://x.com/bleacherbum23/status/1704983885787127876) 2023-09-21T22:20Z [---] followers, [--] engagements "$ENVX here is a summary of @rajtalluri's article on the Strategic importance of acquiring Routejade: Enovix has acquired Routejade a South Korean coating and battery pack manufacturing firm to advance its goal of becoming a vertically integrated high-volume battery" [X Link](https://x.com/bleacherbum23/status/1705186667697762595) 2023-09-22T11:45Z [---] followers, [--] engagements "$ENVX I wonder who gained a massive presence in South Korea this week. This artcile has some interesting nuggets of information regarding South Korea's unique positioning in the battery market: -Europe initiated an anti-subsidy investigation concerning China-made Electric Vehicles (EVs) following the introduction of the Critical Raw Materials Act (CRMA) and Batteries Regulation. -The act is likely to affect China-based battery manufacturers positively while benefiting South Korean competitors. -Increased usage of South Korean batteries by European car manufacturers is anticipated in the" [X Link](https://x.com/bleacherbum23/status/1705566645396349225) 2023-09-23T12:55Z [---] followers, [----] engagements "$ENVX Some more information on Routejade including their different types of batteries they produce and their use cases: Routejade is a South Korean company that manufactures and supplies lithium-ion batteries. They have over [--] years of experience and their products are used in a variety of industries including: Wearables Hearables Medical Industrial South Korean military. A few of Routejade's products include: -Coin type lithium ion battery (Button battery): Routejade's rechargeable coin cell has superial capacity about 21% than competitors and high energy density over 300Wh/L. It has been" [X Link](https://x.com/bleacherbum23/status/1705569630981697908) 2023-09-23T13:07Z [---] followers, [----] engagements "$ENVX For those wanting to know more about Routejade I found this very helpful slide deck Routejade created in [----] and have summarized here: [--]. Company Introduction: Routejade established in March [----] has emerged as a distinctive lithium-ion battery manufacturer continually growing and marking its name in the battery industry with its patented "Encapsulation" technology. The company has set up its headquarters and factory in Nonsan Korea with a sales office located in Seoul Korea. The encapsulation and stack technology by Routejade has been providing more flexible solutions for LIB & LIPB" [X Link](https://x.com/bleacherbum23/status/1705932819313352837) 2023-09-24T13:10Z [---] followers, 10.8K engagements "@TheBlogfines Thank goodness. We really need a 4-2 against the Braves and Brewers but 3-3 I think gets us in. 4-2 would be much safer" [X Link](https://x.com/bleacherbum23/status/1705954691044241843) 2023-09-24T14:37Z [---] followers, [--] engagements "$ENVX excellent thread. @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1705971112713330875) 2023-09-24T15:43Z [---] followers, [--] engagements "@ChicagoBears @YannickNgakoue @idjmoore Win a ballgame and then we talk" [X Link](https://x.com/bleacherbum23/status/1705999611566125209) 2023-09-24T17:36Z [---] followers, [----] engagements "@AaronLemingNFL he is soft and not good" [X Link](https://x.com/bleacherbum23/status/1706052602193199105) 2023-09-24T21:06Z [---] followers, [---] engagements "@AaronLemingNFL This is just jaw drapping insane. Poles should also be fired for this. His picks signings and head coaching hire are just god awful" [X Link](https://x.com/bleacherbum23/status/1706065627772022914) 2023-09-24T21:58Z [---] followers, [--] engagements "@IrishBearsShow Harbaugh in a heart beat" [X Link](https://x.com/bleacherbum23/status/1706084018557751735) 2023-09-24T23:11Z [---] followers, [----] engagements "$ENVX here is an introductory youtube video on Routejade that the company created ten years ago. Definitely worth the watch: @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1706262246090031330) 2023-09-25T10:59Z [---] followers, [--] engagements "$ENVX if this doesnt get you pumped I dont know what does" [X Link](https://x.com/bleacherbum23/status/1706401586568929751) 2023-09-25T20:13Z [---] followers, [----] engagements "$ENVX fantastic to read this. Here is a short summary of the blog: India ranks second globally in AI machine learning and big data expertise producing 16% of the worlds talent pool according to a Nasscom research report. This remarkable talent pool is fueled by Indias prestigious universities and research institutes specializing in data science and electrochemistry research. Enovix has strategically chosen Hyderabad India as the location for its R&D Center citing Indias deep talent reservoir and favorable business environment. The company aims to leverage data science AI and modeling to" [X Link](https://x.com/bleacherbum23/status/1707096395222770052) 2023-09-27T18:14Z [---] followers, [----] engagements "@RocketPenguin75 @rajtalluri @SumZero Spot on and its very underrated move imo. That routejade acquisition was next level thinking and will provide endless dividends. @jmalchow" [X Link](https://x.com/bleacherbum23/status/1707825379048841708) 2023-09-29T18:31Z [---] followers, [---] engagements "$ENVX technology will be a major boost to all democratic militaries and that will be fantastic to see. "According to the report published by Allied Market Research the global military battery market garnered $1.58 billion in [----] and is estimated to generate $2.53 billion by [----] manifesting a CAGR of 5.0% from [----] to 2031." https://finance.yahoo.com/news/military-battery-market-generate-2-130200284.html https://finance.yahoo.com/news/military-battery-market-generate-2-130200284.html" [X Link](https://x.com/bleacherbum23/status/1707836186730057940) 2023-09-29T19:14Z [---] followers, [----] engagements "@thekapman how about this for an offseason: They have to land a superstar player (Ohtani Trout Jose Ramirez Alonso or Soto). They need to also add several high leverage bullpen arms since they got lucky with Leiter Merryweather Alzolay. They should definitely go all into get Hader plus one of Chapman Hicks Moore etc. And Belli should be back no doubt. Yamamoto should be a no brainer too. They have the cash now do it Ricketts and Jed. Take that" [X Link](https://x.com/bleacherbum23/status/1708146978918633963) 2023-09-30T15:49Z [---] followers, [---] engagements "@thekapman can you please ask Flus this morning how he thinks what he has done during his tenure coaching the Bears in a season and four games this year is acceptable for a head coach of the Chicago bears No good head coach has ever lost [--] straight" [X Link](https://x.com/bleacherbum23/status/1708824705258721587) 2023-10-02T12:42Z [---] followers, [--] engagements "$ENVX with Xiaomi scheduled to roll out these electric vehicles in the first half of next year I wonder if a licensing deal could be reached (or has been reached). @joceyreyes209 @AlderLaneEggs @jmalchow" [X Link](https://x.com/bleacherbum23/status/1714722710159585420) 2023-10-18T19:18Z [---] followers, [----] engagements "$ENVX here are some of the highlights from the new Enovix Journey To Scale podcast with Jonathan Doan VP Research and Development: -Jonathan has a Ph.D. in material science and engineering at Stanford and a degree in physicians at MIT. -Shifted from academia to R&D because he never planned to be in academia. His advisor in grad school encouraged/convinced him on the acting assistant professor position and signed on for three years to be a material science professor. -Made the jump after three years of teaching to R&D and was looking at micro machining. -For the last six months he has been the" [X Link](https://x.com/bleacherbum23/status/1715037815485145552) 2023-10-19T16:10Z [---] followers, [----] engagements "@Zerosumgame33 @rajtalluri It would be a very nice acquisition for @rajtalluri" [X Link](https://x.com/bleacherbum23/status/1715395829471793492) 2023-10-20T15:53Z [---] followers, [---] engagements "$ENVX @EnovixBatteries @EnovixBatteries" [X Link](https://x.com/bleacherbum23/status/1715396045696651757) 2023-10-20T15:54Z [---] followers, [---] engagements "$ENVX Small caps are starting to look VERY attractive. Many are down significantly from their peaks creating some potentially juicy opportunities. I've dug deep & put together a list of [--] small-cap stocks on my radar. For each I've outlined a bull thesis to shed light on their Small caps are starting to look VERY attractive. Many are down significantly from their peaks creating some potentially juicy opportunities. I've dug deep & put together a list of [--] small-cap stocks on my radar. For each I've outlined a bull thesis to shed light on their" [X Link](https://x.com/bleacherbum23/status/1715898560078889137) 2023-10-22T01:11Z [---] followers, [----] engagements "$ENVX awesome to see The unofficial and unpaid Investor Relations resources of $ENVX continue to work diligently. Company with an ever-bright future. Well done @eenLien The unofficial and unpaid Investor Relations resources of $ENVX continue to work diligently. Company with an ever-bright future. Well done @eenLien" [X Link](https://x.com/bleacherbum23/status/1718010028727378136) 2023-10-27T21:01Z [---] followers, [----] engagements "@AaronLemingNFL This is beyond disappointing. If poles does this just go full tank for Caleb Williams and trade anyone for value. I dont want to do that but they may as well. Also fire poles with Flus" [X Link](https://x.com/bleacherbum23/status/1719310381779472596) 2023-10-31T11:08Z [---] followers, [----] engagements "$OSTK Time to step down @JJohnsonNow and do the right thing for the future of the company and the shareholders. @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1721158894062592132) 2023-11-05T13:33Z [---] followers, 16.3K engagements "$ENVX pay attention folks @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1721211372141465728) 2023-11-05T17:02Z [---] followers, [----] engagements "$ENVX big things are coming. @joceyreyes209 @AlderLaneEggs $ENVX Cabot Wealth 👇 https://t.co/YRzgMPNUoF $ENVX Cabot Wealth 👇 https://t.co/YRzgMPNUoF" [X Link](https://x.com/bleacherbum23/status/1722568514115182995) 2023-11-09T10:55Z [---] followers, 12.6K engagements "$ENVX on November [--] [----] Enovix published the patent entitled "Apparatus systems and methods for the production of electrodes for use in batteries". Here is a summary of that patent: The patent discusses improvements in lithium-based secondary batteries such as lithium-ion and lithium-polymer types. These batteries are notable for their high energy density power and shelf life. The focus is on addressing challenges associated with silicon-based anodes to enhance overall battery performance with an emphasis on increasing energy capacity and extending the lifespan of these batteries. Advanced" [X Link](https://x.com/bleacherbum23/status/1726217169917374934) 2023-11-19T12:33Z [---] followers, [----] engagements "With winter here in most places of the US I think its the perfect time to create a tremendous strategy around outdoor patio furniture and gardening. People take pride in their backyard and with inflation lowering people will likely spend more during summer on things they see daily. Also there is more of a movement of people wanting to grow their own veggies and fruits. That all can be captured. Thanks for taking the time to ask these questions" [X Link](https://x.com/bleacherbum23/status/1730173496519778342) 2023-11-30T10:34Z [---] followers, [---] engagements "$ENVX this timeline syncs up very nicely. Scale and game over. 👀 @rajtalluri @jmalchow Pretty major @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1733448773354102989) 2023-12-09T11:29Z [---] followers, [----] engagements "That would be a very interesting/enticing deal to make. I wonder if it would be easier to pair down to Bieber but we can also solve so many holes in one blockbuster trade. I also wonder what the appetite Bieber would have for extension talks since he probably knows Carter very well" [X Link](https://x.com/bleacherbum23/status/1733662071727050917) 2023-12-10T01:37Z [---] followers, [--] engagements "@cubprospects I am with you. Totally with you on all of this. NFL has things way better under control" [X Link](https://x.com/bleacherbum23/status/1733894580616184281) 2023-12-10T17:00Z [---] followers, [----] engagements "my wife and I have wanted an RV for so long in order to take our dogs throughout all of Arizona and most of the Southwest. Our first trip would be to Sedona then go up to the Grand Canyon then make a trip all the way to Yellowstone. We would expore the entire Southwest and we would be forever grateful and our dogs moreso. Our dogs love to camp and explore as much as we do and we would all be hitting the road every single weekend and vacation getting the most use out of this RV. I cannot thank you enough for how good of a person you are to do something like this. Thank you @marcuslemonis" [X Link](https://x.com/bleacherbum23/status/1736458476455690606) 2023-12-17T18:48Z [---] followers, [----] engagements "@AlderLaneEggs Who do you think the two large customers $ENVX is working with" [X Link](https://x.com/bleacherbum23/status/1737652994764861779) 2023-12-21T01:55Z [---] followers, [----] engagements "@SalesQBWilson1 @AlderLaneEggs I think so too 🤞🏻" [X Link](https://x.com/bleacherbum23/status/1737655756252713214) 2023-12-21T02:06Z [---] followers, [--] engagements "@JonHeyman He played the Yanks and Mets to drum up more money from the Dodgers" [X Link](https://x.com/bleacherbum23/status/1738634225090482357) 2023-12-23T18:54Z [---] followers, [----] engagements "@JonHeyman They are so cheap" [X Link](https://x.com/bleacherbum23/status/1738682836889358514) 2023-12-23T22:07Z [---] followers, 13.5K engagements "@IrishBearsShow Crosby Payne Jeff Simmons scary Terry Thibadeaux etc" [X Link](https://x.com/bleacherbum23/status/1740557263277015134) 2023-12-29T02:16Z [---] followers, [----] engagements "@AaronLemingNFL Not kidding but they probably get Russell Wilson" [X Link](https://x.com/bleacherbum23/status/1741275837159370801) 2023-12-31T01:51Z [---] followers, [---] engagements "$ENVX some major words from @rajtalluri Go $ENVX team - we are all eagerly awaiting the big things set to happen beginning this year "Next week well be attending the [----] Consumer Electronics Show (CES) in Las Vegas where well be showing new demos new devices and new data around how battery tech is trailing smartphone innovationand how were going to change that. Come visit us at The Venetian Las Vegas (contact sales@enovix.com to arrange a meeting). So take out your smartphone download that app play your favorite games upload your new 4K video to show your friends and toast to the bright" [X Link](https://x.com/bleacherbum23/status/1743311648251937063) 2024-01-05T16:41Z [---] followers, [----] engagements "@IrishBearsShow Bears [--] Packers [--]. Fields dominates and puts an exclamation on him being the Bears QB of the future and the D continues to shine. @justnfields @GervonDexter @JaquanBrisker @NBAxJay1" [X Link](https://x.com/bleacherbum23/status/1743662533108805812) 2024-01-06T15:55Z [---] followers, [---] engagements "@dabearsblog And hiring their Super Bowl caliber coach" [X Link](https://x.com/bleacherbum23/status/1745053497660416031) 2024-01-10T12:02Z [---] followers, [----] engagements "@BearsBrazil @robertkschmitz Yep. This is a clear indicator he is me me me and not a team guy" [X Link](https://x.com/bleacherbum23/status/1746647212963332178) 2024-01-14T21:35Z [---] followers, [---] engagements "@shawnchemtov @joceyreyes209 @AlderLaneEggs @eenLien @CavemanResearch @RocketPenguin75 @LateReaponder I cannot wait until we are multiples higher than the current share price. We will get there and the big boys know it" [X Link](https://x.com/bleacherbum23/status/1757543442564194574) 2024-02-13T23:13Z [---] followers, [---] engagements "@joceyreyes209 As always well said and I couldnt agree more The most important earnings call to date. Thank you sir" [X Link](https://x.com/bleacherbum23/status/1758315604153663906) 2024-02-16T02:21Z [---] followers, [----] engagements "@TDogCali53 Could not agree more. I have a feeling we test all time highs by end of year" [X Link](https://x.com/bleacherbum23/status/1758618489185583148) 2024-02-16T22:24Z [---] followers, [---] engagements "@TDogCali53 Gonna be a great earnings call and the most important to date" [X Link](https://x.com/bleacherbum23/status/1758620325280149912) 2024-02-16T22:32Z [---] followers, [---] engagements "@AlderLaneEggs Who has a bigger earnings call next week: ENVX or BYON" [X Link](https://x.com/bleacherbum23/status/1759045363816927298) 2024-02-18T02:41Z [---] followers, [----] engagements "@rajtalluri This will be Raj on Tuesday during the earnings call" [X Link](https://x.com/bleacherbum23/status/1759299611213308414) 2024-02-18T19:31Z [---] followers, [---] engagements "@fear_munger @BedBathBeyond I cannot wait until we are back to $100. We will get there and so excited to hear the earnings call and whats ahead with @marcuslemonis" [X Link](https://x.com/bleacherbum23/status/1759377151269458081) 2024-02-19T00:39Z [---] followers, [---] engagements "@JackCambell14 @TrumanCooper @tZERO @marcuslemonis Thank you sir Excited for when its announced and hopefully on the earnings call on Wednesday morning. Thanks for all you do @JackCambell14" [X Link](https://x.com/bleacherbum23/status/1759574939752157417) 2024-02-19T13:45Z [---] followers, [---] engagements "@eenLien @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow I cannot wait for the earnings call tomorrow" [X Link](https://x.com/bleacherbum23/status/1759577062275514491) 2024-02-19T13:53Z [---] followers, [---] engagements "@BleacherNation @JesseRogersESPN Ricketts got his one world series he can live off of forever. This will be the norm for him. The roughly 10th payroll team per year nothing more. That's why Theo left" [X Link](https://x.com/bleacherbum23/status/1759668964391813485) 2024-02-19T19:59Z [---] followers, [----] engagements "@RocketPenguin75 It is truly unreal. This will be a winner. Without a doubt in my mind. @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1760053807176937838) 2024-02-20T21:28Z [---] followers, [---] engagements "@kamilski @eenLien @elonmusk BMW would be so nice. Gonna be fun to see who" [X Link](https://x.com/bleacherbum23/status/1760054084386910377) 2024-02-20T21:29Z [---] followers, [--] engagements "@MachinistImprov Samsung and Tesla would be two nice clients" [X Link](https://x.com/bleacherbum23/status/1762085991014420947) 2024-02-26T12:03Z [---] followers, [--] engagements "@eenLien @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow hopefully $ENVX can be the major one to supply our troops" [X Link](https://x.com/bleacherbum23/status/1764382513068412945) 2024-03-03T20:09Z [---] followers, [---] engagements "$ENVX things you love to see @joceyreyes209 @AlderLaneEggs https://www.globenewswire.com/news-release/2024/03/27/2853054/0/en/Enovix-Awarded-15-Year-Pioneer-Status-from-Malaysian-Investment-Development-Authority-for-its-High-Volume-Manufacturing-Facility.html https://www.globenewswire.com/news-release/2024/03/27/2853054/0/en/Enovix-Awarded-15-Year-Pioneer-Status-from-Malaysian-Investment-Development-Authority-for-its-High-Volume-Manufacturing-Facility.html" [X Link](https://x.com/bleacherbum23/status/1772949564560937246) 2024-03-27T11:31Z [---] followers, [----] engagements "@GeorgiusIIIRex @joceyreyes209 If @rajtalluri continues to execute and communicate like he did at the earnings call Wednesday we will retest the all time highs in the 40s by EOY" [X Link](https://x.com/bleacherbum23/status/1786868697849811216) 2024-05-04T21:21Z [---] followers, [---] engagements "@KIERAN_FIT @_willcompton are you making a comeback to the nfl" [X Link](https://x.com/bleacherbum23/status/1788245260256280654) 2024-05-08T16:31Z [---] followers, [---] engagements "@eenLien This is an awesome deep dive There is going to be some major developments in South Korea but also in Japan China and India as well for $ENVX. Going to be fun to watch @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1789359442687058343) 2024-05-11T18:18Z [---] followers, [---] engagements "$ENVX what a major accomplishment lets go @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs @mcinnes_danny @eenLien https://www.globenewswire.com/news-release/2024/05/13/2880326/0/en/Enovix-Begins-Customer-Sampling-of-EX-1M-Batteries.html https://www.globenewswire.com/news-release/2024/05/13/2880326/0/en/Enovix-Begins-Customer-Sampling-of-EX-1M-Batteries.html" [X Link](https://x.com/bleacherbum23/status/1789983605248209140) 2024-05-13T11:38Z [---] followers, [----] engagements "@joceyreyes209 And we are in good hands with $ENVX since they can help these new power requirements" [X Link](https://x.com/bleacherbum23/status/1792186556155089388) 2024-05-19T13:32Z [---] followers, [---] engagements "$ENVX Well @rajtalluri was right on the money as Hyderabad would be made a global AI capitol. @joceyreyes209 @AlderLaneEggs https://www.newindianexpress.com/amp/story/states/telangana/2024/May/19/telangana-to-host-global-summit-on-ai-in-july-sridhar-babu https://www.newindianexpress.com/amp/story/states/telangana/2024/May/19/telangana-to-host-global-summit-on-ai-in-july-sridhar-babu" [X Link](https://x.com/bleacherbum23/status/1792314097767436330) 2024-05-19T21:59Z [---] followers, [----] engagements "@TrumanCooper Will be very good for $ENVX @rajtalluri @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1792320325725909340) 2024-05-19T22:24Z [---] followers, [---] engagements "$ENVX great insight $ENVX for 2024-05-31: "1717041600000": "ticker": "ENVX" "close": [-----] "volume": [-------] "price-velocity": [------------------] "price-acceleration": [-----------------] "timestamp": "2024-05-30T04:00:00Z" "short-avg-volume": https://t.co/Tcl0Yc8BNS $ENVX for 2024-05-31: "1717041600000": "ticker": "ENVX" "close": [-----] "volume": [-------] "price-velocity": [------------------] "price-acceleration": [-----------------] "timestamp": "2024-05-30T04:00:00Z" "short-avg-volume": https://t.co/Tcl0Yc8BNS" [X Link](https://x.com/bleacherbum23/status/1796487688977350673) 2024-05-31T10:23Z [---] followers, [----] engagements "@AlderLaneEggs Please be for $BYON and $ENVX" [X Link](https://x.com/bleacherbum23/status/1797295592722649089) 2024-06-02T15:53Z [---] followers, [----] engagements "I feel like this is the one I keep circling. As part of a larger deal they should push the chips all in to get Vlad Jr. That would solidify this middle of the order with a young superstar who has already proven himself in MLB year in and year out. Jed has to IMO. I don't know how he can feel safe right now" [X Link](https://x.com/bleacherbum23/status/1797398008403013947) 2024-06-02T22:40Z [---] followers, [--] engagements "@joceyreyes209 Please have her startup company using $ENVX batteries So happy for you Greg and wish her continued success" [X Link](https://x.com/bleacherbum23/status/1799413857565425994) 2024-06-08T12:11Z [---] followers, [---] engagements "@elonmuskADO Only if you have an $ENVX battery. @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow" [X Link](https://x.com/bleacherbum23/status/1800335425846096140) 2024-06-11T01:13Z [---] followers, [---] engagements "@TrumanCooper @elonmusk $ENVX battery just got another suitor. Car and phones has a nice ring to it. @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1800885372374954424) 2024-06-12T13:38Z [---] followers, [---] engagements "$ENVX Motorola headquarters outside of Chicago. 🤔 @joceyreyes209 @AlderLaneEggs and Motorola sold [----] million phones last year alone Chicago Theatre by night https://t.co/jjNCJwYm0A Chicago Theatre by night https://t.co/jjNCJwYm0A" [X Link](https://x.com/bleacherbum23/status/1801752167956840883) 2024-06-14T23:02Z [---] followers, [----] engagements "$ENVX maybe $APPL will want a better AirPod battery inside of them It is convenient because it is not far from Enovix India in Hyderabad. @joceyreyes209 @AlderLaneEggs https://trak.in/stories/foxconns-hyderabad-factory-will-generate-100000-jobs-starting-with-airpods-manufacturing/ https://trak.in/stories/foxconns-hyderabad-factory-will-generate-100000-jobs-starting-with-airpods-manufacturing/" [X Link](https://x.com/bleacherbum23/status/1802029882643448074) 2024-06-15T17:26Z [---] followers, [----] engagements "$ENVX hmmmmm I wonder if it happens to be in Penang too @rajtalluri ahead of curve. @joceyreyes209 @AlderLaneEggs MICRON CONSIDERS AI MEMORY CHIP PRODUCTION IN MALAYSIA: NIKKEI MICRON CONSIDERS AI MEMORY CHIP PRODUCTION IN MALAYSIA: NIKKEI" [X Link](https://x.com/bleacherbum23/status/1803396691258978395) 2024-06-19T11:57Z [---] followers, [----] engagements "@roily23 A major untapped market for $envx would love to hear their eventually strategy in this market when they get major share in phones computers and IoT @rajtalluri @joceyreyes209 @AlderLaneEggs" [X Link](https://x.com/bleacherbum23/status/1803406969262498163) 2024-06-19T12:38Z [---] followers, [---] engagements "@RocketPenguin75 Also Volvo has manufacturing in Malaysia 🤔 https://en.m.wikipedia.org/wiki/Volvo_Car_Manufacturing_Malaysia https://en.m.wikipedia.org/wiki/Volvo_Car_Manufacturing_Malaysia" [X Link](https://x.com/bleacherbum23/status/1804891452750839963) 2024-06-23T14:57Z [---] followers, [--] engagements "$ENVX these will need a long lasting and safe battery. 🔋 @rajtalluri @joceyreyes209 @AlderLaneEggs BREAKING: $AAPL Apple is seeking to create lightweight AR glasses that people could wear throughout the day expected to come out in [----] by the earliest. Does anyone seriously see themselves wearing something on their face all day Zucks definitively has one this round with https://t.co/OCOq3Impql BREAKING: $AAPL Apple is seeking to create lightweight AR glasses that people could wear throughout the day expected to come out in [----] by the earliest. Does anyone seriously see themselves wearing" [X Link](https://x.com/bleacherbum23/status/1804932483231981977) 2024-06-23T17:40Z [---] followers, [----] engagements "@amitisinvesting @FarshidMahmood8 I think it is probable. And you for sure do a deep dive on $ENVX and @rajtalluri" [X Link](https://x.com/bleacherbum23/status/1804939782726078822) 2024-06-23T18:09Z [---] followers, [---] engagements "@LuoshengPeng Also for $ENVX their second development agreement and their second EV JV plus a whole host of other catalysts" [X Link](https://x.com/bleacherbum23/status/1804963530111885770) 2024-06-23T19:43Z [---] followers, [---] engagements "@LuoshengPeng Neither may be announced this coming week but will be announced likely by next earnings call" [X Link](https://x.com/bleacherbum23/status/1804964280233865474) 2024-06-23T19:46Z [---] followers, [---] engagements "$ENVX because they will announce many development agreements with the top [--] cell phone manufacturers will announce multiple EV JVs will likely announce development agreements with computer companies and IoT companies and will be producing batteries via high volume and will add more lines/license their tech in order to meet the insatiable demand for a safer and longer lasting battery" [X Link](https://x.com/bleacherbum23/status/1804992301917475114) 2024-06-23T21:37Z [---] followers, [----] engagements "$ENVX is purchasing more lines it seems. The question is how many line is this @joceyreyes209 @AlderLaneEggs @eenLien Summary of the Contract (revised [--] May 2024) Supplier: Koses Orderer: The North American battery manufacturer (confidential but we know its ENVX) Products: Secondary battery automation equipment Contract Value: USD18500000 Contract Period: 2023-03-20 2024-12-10 @eenLien Summary of the Contract (revised [--] May 2024) Supplier: Koses Orderer: The North American battery manufacturer (confidential but we know its ENVX) Products: Secondary battery automation equipment Contract" [X Link](https://x.com/bleacherbum23/status/1805188715633115438) 2024-06-24T10:38Z [---] followers, [----] engagements "$ENVX Motorola is big in the two way radio market. 🤔 https://www.mordorintelligence.com/industry-reports/global-two-way-radio-market @FLGa8ors Here it is Its inevitable that leaks will happen the closer we get to production. $ENVX will produce lithium-ion batteries for use in Internet-of-Things wearables two-way radios smartphones and laptops . Confirmation of IoT revenue (Raj mentioned that) but now we see https://www.mordorintelligence.com/industry-reports/global-two-way-radio-market @FLGa8ors Here it is Its inevitable that leaks will happen the closer we get to production. $ENVX will" [X Link](https://x.com/bleacherbum23/status/1805200576080462284) 2024-06-24T11:25Z [---] followers, 12.5K engagements "$ENVX duly noted on Land Mobile Radio (LMR): @rajtalluri @joceyreyes209 @AlderLaneEggs https://urgentcomm.com/2023/02/10/motorola-solutions-highlights-renewed-lmr-strength-growth-in-video-command-center-arenas/ $ENVX Motorola is big in the two way radio market. 🤔 https://t.co/Qpph6K6uPg https://urgentcomm.com/2023/02/10/motorola-solutions-highlights-renewed-lmr-strength-growth-in-video-command-center-arenas/ $ENVX Motorola is big in the two way radio market. 🤔 https://t.co/Qpph6K6uPg" [X Link](https://x.com/bleacherbum23/status/1805231194646438104) 2024-06-24T13:27Z [---] followers, [----] engagements "$ENVX is just starting on the positive news cycle. $META or $APPL here with this agreement. If you are short this company good luck. This is just the beginning. @rajtalluri @joceyreyes209 Enovix Signs Agreement to Deliver High-Performance Batteries for Mixed Reality Headset Check it out 👉 https://t.co/mQw9wLBsc9 https://t.co/JA87nlYfyz Enovix Signs Agreement to Deliver High-Performance Batteries for Mixed Reality Headset Check it out 👉 https://t.co/mQw9wLBsc9 https://t.co/JA87nlYfyz" [X Link](https://x.com/bleacherbum23/status/1805566273797210122) 2024-06-25T11:38Z [---] followers, [----] engagements "@EnovixBatteries @amitisinvesting $ENVX just likely signed with $APPL. They have previously worked with $META but this is likely $APPL. Just the beginning" [X Link](https://x.com/bleacherbum23/status/1805567225119556092) 2024-06-25T11:42Z [---] followers, [----] engagements "$ENVX for sure either $META or $APPL. With that being said $ENVX just received validation for its product by one of the two biggest companies on the planet. Mic drop moment. And for batteries and battery packs none the less. Just outstanding. Ummm. This has to be $META right Who else could be considered a leader in the mixed reality market REMINDER: Samira Naraghi who is Enovix's VP of product and who is quoted here LITERALLY CAME STRAIGHT FROM META "Most recently she served as global head of partnerships Ummm. This has to be $META right Who else could be considered a leader in the mixed" [X Link](https://x.com/bleacherbum23/status/1805571142805340304) 2024-06-25T11:58Z [---] followers, [----] engagements "@TsnycTsnyc22 Congrats to you my friend Just the beginning and for those short they are about to get run over. What else does Raj have cooking in addition to everything we know is coming" [X Link](https://x.com/bleacherbum23/status/1805571719668941227) 2024-06-25T12:00Z [---] followers, [--] engagements "$ENVX looks like @rajtalluri is about to close some deals with OPPO Lenovo and Xiaomi. Also BYD is headquartered in Shenzhen - maybe another EV connection 🤔" [X Link](https://x.com/bleacherbum23/status/1805892394803716131) 2024-06-26T09:14Z [---] followers, [----] engagements "$ENVX lets go @rajtalluri do not let up @joceyreyes209 @mcinnes_danny https://www.globenewswire.com/news-release/2024/06/26/2904411/0/en/Enovix-Signs-MOU-with-Leading-Consumer-Electronics-Battery-Pack-Manufacturer.html https://www.globenewswire.com/news-release/2024/06/26/2904411/0/en/Enovix-Signs-MOU-with-Leading-Consumer-Electronics-Battery-Pack-Manufacturer.html" [X Link](https://x.com/bleacherbum23/status/1805926973132460534) 2024-06-26T11:31Z [---] followers, [---] engagements "$ENVX the Samsung mention is beyond obvious now folks. We are going to be supplying Samsung. Lets freaking go @rajtalluri @joceyreyes209 @mcinnes_danny Enovix Signs MOU with Leading Consumer Electronics Battery Pack Manufacturer 👉https://t.co/Rth9ijm6sO Enovix Signs MOU with Leading Consumer Electronics Battery Pack Manufacturer 👉https://t.co/Rth9ijm6sO" [X Link](https://x.com/bleacherbum23/status/1805927255207719397) 2024-06-26T11:33Z [---] followers, [----] engagements "$ENVX Elentec supplies Samsung Apple and Dell. Those are the targeted customers. This will allow ENVX to use the high volume manufacturing capabilities. And will allow both complained to have many joint ventures. Are people catching on yet @rajtalluri @joceyreyes209 @mcinnes_danny" [X Link](https://x.com/bleacherbum23/status/1805930216994619880) 2024-06-26T11:44Z [---] followers, [----] engagements "$ENVX this is a brilliant point on this. @minsie66 Great Leveraging every relationship one has in the early stages is whip smart. My takeaway on that is Samsung knows how good $ENVX batteries are and they actively asked their supplier to partner with Enovix. In my view that's the real hidden gem in this news. @minsie66 Great Leveraging every relationship one has in the early stages is whip smart. My takeaway on that is Samsung knows how good $ENVX batteries are and they actively asked their supplier to partner with Enovix. In my view that's the real hidden gem in this news" [X Link](https://x.com/bleacherbum23/status/1805941519112884364) 2024-06-26T12:29Z [---] followers, [---] engagements "@lv1468493 @rajtalluri That makes perfect sense. Thank you" [X Link](https://x.com/bleacherbum23/status/1805985105665790372) 2024-06-26T15:22Z [---] followers, [--] engagements "$ENVX well well well. Oh hello some more welcome news. @joceyreyes209 #Tesla is considering stopping production of [----] batteries at its Giga Texas plant due to unsatisfactory energy density and charging performance and higher costs the news said. If cost reductions don't materialize by the end of the year Tesla will abandon [----] battery #Tesla is considering stopping production of [----] batteries at its Giga Texas plant due to unsatisfactory energy density and charging performance and higher costs the news said. If cost reductions don't materialize by the end of the year Tesla will abandon" [X Link](https://x.com/bleacherbum23/status/1806312382563836346) 2024-06-27T13:03Z [---] followers, [----] engagements "$ENVX I wonder who can help with this. @rajtalluri @joceyreyes209 APPLE EXPLORES EASILY REPLACEABLE IPHONE BATTERIES - INFORMATION APPLE EXPLORES EASILY REPLACEABLE IPHONE BATTERIES - INFORMATION" [X Link](https://x.com/bleacherbum23/status/1806358051655766422) 2024-06-27T16:04Z [---] followers, [----] engagements "@StockMKTNewz $ENVX is going to be a major second half story. @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1807525406893084965) 2024-06-30T21:23Z [---] followers, [----] engagements "$ENVX I wonder if this happens to be close to a certain battery company in Fremont @rajtalluri @joceyreyes209 HYUNDAI MOTOR IS SET TO ESTABLISH A NEW RESEARCH CENTER IN SILICON VALLEY SIGNALING ITS COMMITMENT TO ADVANCING AUTOMOTIVE TECHNOLOGY AND INNOVATION HYUNDAI MOTOR IS SET TO ESTABLISH A NEW RESEARCH CENTER IN SILICON VALLEY SIGNALING ITS COMMITMENT TO ADVANCING AUTOMOTIVE TECHNOLOGY AND INNOVATION" [X Link](https://x.com/bleacherbum23/status/1807557328159617050) 2024-06-30T23:30Z [---] followers, [----] engagements "@rajtalluri ahead of the August 8th opening in Penang. $ENVX @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1808841751203041641) 2024-07-04T12:34Z [---] followers, [---] engagements "@Cubs The whole season has been on his watch" [X Link](https://x.com/bleacherbum23/status/1808946799509656039) 2024-07-04T19:31Z [---] followers, [----] engagements "@FirstSquawk Samsung should get busy and get $ENVX signed up long term for many lines. @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1809010974130909203) 2024-07-04T23:46Z [---] followers, [---] engagements "$ENVX I wonder what kind of battery will be helping power the AI revolution. @rajtalluri UBS predicts the AI industry's revenue will grow at a 72% CAGR from $83B in [----] to $420B in [----]. The semiconductor ecosystem is complex but here is my simplification on my [--] favorite companies within this space -- ranked from most to least expensive based on [----] metrics👇 UBS predicts the AI industry's revenue will grow at a 72% CAGR from $83B in [----] to $420B in [----]. The semiconductor ecosystem is complex but here is my simplification on my [--] favorite companies within this space -- ranked from most" [X Link](https://x.com/bleacherbum23/status/1809186211560607927) 2024-07-05T11:23Z [---] followers, [----] engagements "@iamtomnash Take a look at $ENVX and everything they are doing. That will be another 100% plus one over the next year" [X Link](https://x.com/bleacherbum23/status/1809210290585862202) 2024-07-05T12:58Z [---] followers, [----] engagements "Gonna be fun. I bet we see multiple surprises too. Im keeping an eye on Motorola solutions Dell Google Garmin in addition to all the big phone makers. I cannot wait to see what unfolds but the appetite for these batteries is unlike anything we can even imagine. Malaysia will likely pay for lines [--] through [--] (heck maybe even [--] through [--] at this point). It will be more about how can we produce to the demand rather than lets produce and find demand" [X Link](https://x.com/bleacherbum23/status/1809582028775649396) 2024-07-06T13:35Z [---] followers, [---] engagements "$ENVX completely agree with our Vice President of Sales in Asia Pacific @joceyreyes209" [X Link](https://x.com/bleacherbum23/status/1809599896993030165) 2024-07-06T14:46Z [---] followers, [----] engagements "$ENVX $MSI I have looked more into Motorola Solutions Land Mobile Radio (LMR) and they are doing some fascinating work around LMR landing major US government contracts. In [----] LMR was the second biggest design win for $ENVX but it was never disclosed what company was helping with that design win (see slide [--] in the deck below). @rajtalluri was in Chicago recently potentially visiting Motorola Solutions. LMR is a major industry and would be a great development to see occur. @joceyreyes209 @mcinnes_danny any thoughts here Slide 22: Read this: Read this:" [X Link](https://x.com/bleacherbum23/status/1809715709423022280) 2024-07-06T22:27Z [---] followers, [----] engagements "Yes maam and I just saw the article you had posted with some of the key facts Its coming together more and more with us digging into this. I am in shock how big the two way radio market actually is. Ive done a deep dive and think we can own this market quickly as a low hanging fruit" [X Link](https://x.com/bleacherbum23/status/1809781727206011097) 2024-07-07T02:49Z [---] followers, [---] engagements "$ENVX excellent find here. This is pretty jaw dropping to read. It sounds like Enovix in this article and would make so much sense from @rajtalluri background at $QCOM. Please make this happen. @joceyreyes209 @mcinnes_danny @jawwwn_ $ENVX QualcommSnapdragon [--] Gen [--] Revolutionary Smartphone Chipset to Introduce Silicon Batteries and Lightning-Fast Memory Support https://t.co/C8qTjd6wk7 $ENVX QualcommSnapdragon [--] Gen [--] Revolutionary Smartphone Chipset to Introduce Silicon Batteries and Lightning-Fast Memory Support https://t.co/C8qTjd6wk7" [X Link](https://x.com/bleacherbum23/status/1809902766808338437) 2024-07-07T10:50Z [---] followers, [----] engagements "$ENVX if this happens this would like be some sort of joint venture like with Elentec. If so that paves the runway for all $QCOM customers since this will likely be a bun for package. Even more jaw dropping" [X Link](https://x.com/bleacherbum23/status/1809903711243903303) 2024-07-07T10:54Z [---] followers, [---] engagements "$ENVX @minsie66 Xiaomi is rumoured to have a temporary exclusive right for the snapdragon [--] gen [--] that competes with Apple a17 pro btw. It will be presented in october and will be powered necessarily by the Enovix Sylicon Battery. Everything finally fits #ENVX @minsie66 Xiaomi is rumoured to have a temporary exclusive right for the snapdragon [--] gen [--] that competes with Apple a17 pro btw. It will be presented in october and will be powered necessarily by the Enovix Sylicon Battery. Everything finally fits #ENVX" [X Link](https://x.com/bleacherbum23/status/1809926827429040407) 2024-07-07T12:25Z [---] followers, [----] engagements "@AlderLaneEggs And the paid enovix trolls were truly something too" [X Link](https://x.com/bleacherbum23/status/1809985232415907893) 2024-07-07T16:18Z [---] followers, [---] engagements "@_bj_bj_bj_ @MachinistImprov Xiaomi seems like the first likely line that will feature $QCOM updated snapdragon and $ENVX batteries. Gonna be fun to see @rajtalluri" [X Link](https://x.com/bleacherbum23/status/1810081814545055905) 2024-07-07T22:41Z [---] followers, [----] engagements "@amitisinvesting Probably an $ENVX JV" [X Link](https://x.com/bleacherbum23/status/1810654297509818382) 2024-07-09T12:36Z [---] followers, [---] engagements "$ENVX more Samsung products that will need a better battery even though this has a seven day battery life. @rajtalluri @joceyreyes209 $Samsung launches the Galaxy Ring a first-of-its-kind product for the tech giant @CNBC https://t.co/fs7k4x440t $Samsung launches the Galaxy Ring a first-of-its-kind product for the tech giant @CNBC https://t.co/fs7k4x440t" [X Link](https://x.com/bleacherbum23/status/1811025266841637162) 2024-07-10T13:10Z [---] followers, [----] engagements "$ENVX more are short than ever before. GFLTA. @rajtalluri @joceyreyes209 @joceyreyes209 @davidorr_31 @eenLien @mcinnes_danny Short interest increased to nearly all time highs once again for $ENVX. Price was $15.50 on 6/28. A 138% move in [--] months and shorts still crowded as ever https://t.co/Bpjyuyt5x7 @joceyreyes209 @davidorr_31 @eenLien @mcinnes_danny Short interest increased to nearly all time highs once again for $ENVX. Price was $15.50 on 6/28. A 138% move in [--] months and shorts still crowded as ever https://t.co/Bpjyuyt5x7" [X Link](https://x.com/bleacherbum23/status/1811130398833025405) 2024-07-10T20:08Z [---] followers, [---] engagements "$ENVX $QCOM I am liking what our Vice President of sales in Asia Pacific is liking. @rajtalluri @joceyreyes209 @mcinnes_danny" [X Link](https://x.com/bleacherbum23/status/1811175340737482754) 2024-07-10T23:07Z [---] followers, [----] engagements "$ENVX and $DELL have a great ring to it and a history" [X Link](https://x.com/bleacherbum23/status/1811766764969296247) 2024-07-12T14:17Z [---] followers, [---] engagements "@minsie66 Yeah this is significant. Pairing these two and optimizing each technology is going to be a must have for any device that requires a chip. Silicon batteries plus Qualcomm chips can work together and will be great to see in action. Go @rajtalluri @jmalchow $ENVX" [X Link](https://x.com/bleacherbum23/status/1811894248389886250) 2024-07-12T22:43Z [---] followers, [---] engagements "@kcchris6 I think the earnings call gets us to mid twenties and we never look back from that. A truly pivotal moment for the company and a turning point" [X Link](https://x.com/bleacherbum23/status/1812088543516512422) 2024-07-13T11:35Z [---] followers, [--] engagements "@thexcapitalist Tier 2: @rajtalluri $ENVX and has the chance to get to tier [--] with his execution and contacts in the industry" [X Link](https://x.com/bleacherbum23/status/1812158151602684399) 2024-07-13T16:12Z [---] followers, [---] engagements "@JonahLupton @Cluster_6 @LxeonR @kremsnite $ENVX is worth it now imo. It still probably has a 10x move from here in the next five years" [X Link](https://x.com/bleacherbum23/status/1812206639224852919) 2024-07-13T19:25Z [---] followers, [---] engagements "$ENVX excited to see the $QCOM India event on July 30th. I wonder if their big surprise had to do with a partnership with a battery company to unlock the power of their chips for devices. https://www.gizchina.com/2024/07/12/qualcomm-to-reveal-exciting-tech-at-snapdragon-for-india-event/amp/ https://www.gizchina.com/2024/07/12/qualcomm-to-reveal-exciting-tech-at-snapdragon-for-india-event/amp/" [X Link](https://x.com/bleacherbum23/status/1812243428127977498) 2024-07-13T21:51Z [---] followers, [----] engagements "$ENVX @rajtalluri said on the Q4 [----] earnings call: With our product roadmap and our customer relations we are well positioned to enable the smartphone industry to really usher a new era of mobile computing. That new era has had the steps to be established for a long time but is actually here come 8/8 with the factory opening. https://finance.yahoo.com/news/enovix-corporation-nasdaq-envx-q4-144004051.html https://finance.yahoo.com/news/enovix-corporation-nasdaq-envx-q4-144004051.html" [X Link](https://x.com/bleacherbum23/status/1812469242308300827) 2024-07-14T12:48Z [---] followers, [----] engagements "$ENVX I would highly urge you to go back and look through the Q1 [----] earnings call as there was so much to it but here are a few main points that @rajtalluri made: 1.Gen2 Autoline FAT: Nearly completed FAT for the high-volume Gen2 Autoline achieving 95% yield in challenging processes like laser dicing and stacking. 2.Customer Engagement in Smartphone Market: Deep engagement with leading smartphone OEMs producing EX-1M battery samples in Fremont for initial testing targeting a [----] launch. 3.Development Agreement: Signed first development agreement with a top five smartphone OEM by volume" [X Link](https://x.com/bleacherbum23/status/1812473471466914284) 2024-07-14T13:05Z [---] followers, [----] engagements "Hey $ENVX supporters this came directly from the $QCOM Q1 conference call: As such we're accelerating our investments in solutions ecosystem and broad channel enablement to position ourselves for growth while we navigate the industry-wide inventory draw down. One key area of focus is to enable our customers to unlock the potential of gen AI at the enterprise using our chipset solutions. Does this sound familiar to what @rajtalluri has said If so its because it is: As consumers our expectations for on-device capabilities also will continue to grow. We want more pixel-rich displays the ability" [X Link](https://x.com/bleacherbum23/status/1812477195773985020) 2024-07-14T13:20Z [---] followers, [----] engagements "@treesandquiet @elonmusk @EnovixBatteries @Tesla That would incredible and it would only make sense. I hope that would be the case and these would for sure sell tens of millions per year. We could easily satisfy that need" [X Link](https://x.com/bleacherbum23/status/1812538828076576814) 2024-07-14T17:25Z [---] followers, [--] engagements "@mcinnes_danny @EnovixBatteries Thank you Danny What are your hopes for the earnings call this quarter I am hoping we land a purchase order from a phone OEM" [X Link](https://x.com/bleacherbum23/status/1812612365432811694) 2024-07-14T22:17Z [---] followers, [---] engagements "@banrube @rajtalluri I hope you are doing well and gonna be fun to see what happens through 8/8 and the earnings call in there" [X Link](https://x.com/bleacherbum23/status/1812615246353490272) 2024-07-14T22:28Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bleacherbum23 Football Guy's Guy
Football Guy's Guy posts on X about $envx, enovix, meta, $spwr the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +52%
- [--] Month [------] -70%
- [--] Months [-------] -61%
- [--] Year [---------] +71%
Mentions: [--] #
- [--] Week [--] -4.80%
- [--] Month [--] -10%
- [--] Months [---] -62%
- [--] Year [-----] +107%
Followers: [------] #
- [--] Week [-----] +0.35%
- [--] Month [-----] -0.96%
- [--] Months [-----] -1.10%
- [--] Year [-----] +47%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance countries automotive brands celebrities social networks fashion brands cryptocurrencies currencies
Social topic influence $envx, enovix, meta, $spwr #4, $meta, samsung, $qcom, india, raj, $aapl
Top accounts mentioned or mentioned by @eenlien @enovixbatteries @jmalchow @alderlaneeggs @rocketpenguin75 @drtjrodgers @joceyreyes209 @rajtalluri @mcinnesdanny @amitisinvesting @foldnow1984 @spenbaker @2percentisfair @latereaponder @grok @chicagobears @banrube @kghazzagh @michelnantel @anduriltech
Top assets mentioned Enovix Corporation Common Stock (ENVX) Metadium (META) QUALCOMM, Inc. (QCOM) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Enphase Energy Inc (ENPH) NVIDIA Corp. (NVDA) Motorola Solutions Inc (MSI) Palantir Technologies Inc. (PLTR) Oscar Health, Inc. (OSCR) Dell Technologies, Inc. (DELL) Micron Technology, Inc. (MU) Morgan Stanley (MS) Honeywell International Inc (HON) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Amazon.com, Inc. (AMZN) Snap, Inc. (SNAP) SkyWater Technology, Inc. (SKYT)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Palantir_news @Palantir_Daily @sachinvats if you look at all of ARKKs holdings $PLTR is the most shares in the fund. Thats pretty major"
X Link 2021-05-05T11:59Z [---] followers, [--] engagements
"$ENVX some items to listen for at the earnings call in less than [--] weeks on 7/26: 1) YBS update 2) Raj in China update (likely to sign a deal) 3) Strategic visions of India 4) More information on EVs 5) Battery production beat 6) Army order 7) Other purchase orders"
X Link 2023-07-13T11:55Z [---] followers, [----] engagements
"$ENVX In August of [----] $ENVX was awarded $3.2M by the Department of Energy to work on EV batteries: In November [----] the DOE released a results report and on page [---] overall begins the $ENVX portion. https://www.greencarcongress.com/2020/08/20200827-enovix.html https://www.greencarcongress.com/2020/08/20200827-enovix.html"
X Link 2023-07-14T20:32Z [---] followers, [---] engagements
"1/2 $ENVX the timing of Enovix India makes so much sense with this news from the Indian government on June [--] 2023: "The draft proposal for a production-linked incentive subsidy scheme would offer [---] billion rupees ($2.63 billion) from this year through to [----] for." $ENVX In the press release regarding Enovix India in Hyderabad Enovix will be "developing advanced models to predict battery performance and support next-gen battery manufacturing and design." This has massive upside. @AlderLaneEggs @joceyreyes209 $ENVX In the press release regarding Enovix India in Hyderabad Enovix will be"
X Link 2023-07-29T17:13Z [---] followers, 25.4K engagements
"1/4 $ENVX @rajtalluri penned a terrific article entitled: "The advantages of on-device AI are real but not realistic without a better battery": Please take the time to read this fantastic article. The timing of when this article was released. https://enovix.medium.com/the-advantages-of-on-device-ai-are-real-but-not-realistic-without-a-better-battery-e683640307f5 1/2 $ENVX the timing of Enovix India makes so much sense with this news from the Indian government on June [--] 2023: "The draft proposal for a production-linked incentive subsidy scheme would offer [---] billion rupees ($2.63 billion)"
X Link 2023-07-29T19:37Z [---] followers, 32.5K engagements
"$ENVX THREAD EDOM has [--] dedicated sales offices and locations all throughout China Taiwan Japan South Korea Singapore Malaysia Thailand Vietnam and India:"
X Link 2023-07-30T13:18Z [---] followers, [----] engagements
"$ENVX THREAD EDOM Technologies partners with several companies but they are an authorized distributor of $NVDA and have been a trusted partner:"
X Link 2023-07-30T13:18Z [---] followers, 11.3K engagements
"@TDAmeritrade I may switch providers after this garbage this morning. $ENVX @joceyreyes209 @AlderLaneEggs"
X Link 2023-08-02T12:13Z [---] followers, [----] engagements
"In the report above it specifically mentions that the "absense of lithium-ion domestic manufacturing facilities is expected to restrain the market." This is where $ENVX can win and can seize the market. It is all about execution and excited to hear @rajtalluri plans for India"
X Link 2023-08-04T14:45Z [---] followers, 10.5K engagements
"$ENVX The 23rd Annual Advanced Automative Battery Conference will be hosted December 11-14 [----] in San Diego CA. $ENVX VP of Business Development and Head of Enovix Mobility James Wilcox is making Chairperson's Remarks moderating panels and giving a presentation"
X Link 2023-08-04T22:30Z [---] followers, [----] engagements
"$ENVX The disclosed technology introduces a distributed cell formation system for lithium-containing secondary batteries addressing issues with traditional centralized systems and silicon anodes"
X Link 2023-08-08T02:13Z [--] followers, [---] engagements
"$ENVX Instead of large expensive centralized control the system utilizes a central controller and multiple formation clusters. Each cluster has specific modules to charge diffuse lithium through a pre-lithiation process and discharge the batteries"
X Link 2023-08-08T02:14Z [---] followers, [---] engagements
"$ENVX there are some incredible jobs open at @EnovixBatteries. Connect some dots and read this job description. @joceyreyes209 @AlderLaneEggs"
X Link 2023-08-09T11:12Z [---] followers, [----] engagements
"$ENVX read the filings people: "The information in this prospectus is not complete and may be changed. We may not sell these securities or accept an offer to buy these securities until the registration statement filed with the Securities and Exchange Commission is effective.""
X Link 2023-08-09T21:44Z [---] followers, 30.5K engagements
"$ENVX ".This prospectus is not an offer to sell these securities and it is not soliciting offers to buy these securities in any state where such offer or sale is not permitted.""
X Link 2023-08-09T21:44Z [---] followers, [----] engagements
"$ENVX @rajtalluri led and turned Snapdragon into a powerhouse at $QCOM. "Qualcomm Snapdragon mobile platforms are designed to be fast intelligent smooth and secure with amazing graphics. They feature processors with multi-core CPUs combining cutting-edge features and.""
X Link 2023-08-14T12:24Z [---] followers, [----] engagements
"$ENVX In [----] Samsung signed a [--] year deal with Qualcomm for the Snapdragon processor"
X Link 2023-08-14T12:25Z [---] followers, [---] engagements
"$ENVX Before Raj left Qualcomm for Enovix the deal was in place that Samsung would manufacture Snapdragon for its own phones"
X Link 2023-08-14T12:26Z [---] followers, [---] engagements
"$ENVX $META and $QCOM signed a multi-year broad strategic agreement in September of [----] to leverage Snapdragon XR platforms for the Meta Quest Platform. The relationships are deep between @rajtalluri and $META. @joceyreyes209 @marc"
X Link 2023-08-14T16:06Z [---] followers, 17.5K engagements
"$ENVX The Indian government has a Public-Private partnership regarding the production of batteries in Hyderabad specifically EV batteries and other industrial applications. Enovix India partnering with the Indian government on these solutions would make a lot of sense"
X Link 2023-08-18T16:44Z [---] followers, [----] engagements
"$ENVX for the FUD being spread right now about the updated filing: "This prospectus does not constitute an offer to sell or the solicitation of an offer to buy any securities." This is procedural. Move on. https://ir.enovix.com/sec-filings/sec-filing/424b5/0001193125-23-216060 https://ir.enovix.com/sec-filings/sec-filing/424b5/0001193125-23-216060"
X Link 2023-08-18T21:55Z [---] followers, [----] engagements
"$ENVX The silicon anode battery market is projected by Future Market Insights to garner $131.6 billion in [----] recording a CAGR of 47.5% from [----] to [----]. A seismic leap coming in the silicon anode market. @joceyreyes209 @AlderLaneEggs @rajtalluri"
X Link 2023-08-20T21:14Z [---] followers, [----] engagements
"@fear_munger @BenRabizadeh I feel like they have to do buybacks here. I don't know if they will get another opportunity to buy this low unless we keep doing this until they prove it at earnings call after this quarter ends. The current stock price reflects nothing of the business or portfolio right now"
X Link 2023-08-21T15:37Z [---] followers, [--] engagements
"$ENVX is hiring a position "Buyer" in Penang Malaysia. This position will "execute purchase orders and support the Procure to Pay process and manage the suppliers to support the Procurement function within the company." Manufacturing scale is coming. https://jobs.lever.co/enovix/717bf347-464a-49ea-a276-6a834ba4d9f9 https://jobs.lever.co/enovix/717bf347-464a-49ea-a276-6a834ba4d9f9"
X Link 2023-08-21T19:46Z [---] followers, [----] engagements
"$ENVX $GOOGL Everyone needs better batteries: "After revisiting the Pixel Watch Im convinced all Google really has to do is nail battery life. Multiday battery would be ideal but even getting a reliable [--] hours would be a huge step forward.""
X Link 2023-08-22T11:13Z [---] followers, [----] engagements
"$ENVX The Samsung Galaxy S24 will have a bigger battery with the base model rumored to have [----] mAh battery and the plus model to have [----] mAh and the ultra to have [----] mAh battery. Why is this significant In the Enovix presentation from July. https://www.xda-developers.com/leak-samsung-galaxy-s24-battery-size/ https://www.xda-developers.com/leak-samsung-galaxy-s24-battery-size/"
X Link 2023-08-22T11:25Z [---] followers, [----] engagements
"$ENVX The Prime Minster of Malaysia wooing $TSLA further: "Anwar said that Malaysia has the capacity to produce parts of the batteries used by Tesla's electric vehicles.the nation is capable of.attaining the 'end game assembly'." Seize it @rajtalluri https://www.nst.com.my/news/nation/2023/08/945724/pm-malaysia-can-be-higher-supply-chain-tesla https://www.nst.com.my/news/nation/2023/08/945724/pm-malaysia-can-be-higher-supply-chain-tesla"
X Link 2023-08-22T18:55Z [---] followers, 12.4K engagements
"$ENVX is hiring a Senior Principal Scientist in Hyderabad India which requires: "Develop fundamental models or (and) AI/ML algorithms to model battery characteristics assist in battery development/ factory qualification/ troubleshooting." Factory qualification in India"
X Link 2023-08-22T22:02Z [---] followers, [----] engagements
"$ENVX The EV space has many considerations and this is another big hurdle. Thankfully the Enovix battery is material agnostic. "The EV industry faces a huge challenge of replacing in record speed internal combustion engines (ICE) that have ruled the roads for over a centuryand domesticating the entire supply chain to meet the demands of an electric vehicle industry quickly closing in on a trillion-dollar market value. North America is building EV factories first then battery gigafactories. Only after these grand plans has enough attention been given to mineral processing. And coming in last"
X Link 2023-08-23T11:25Z [---] followers, [----] engagements
"$ENVX Very interesting developments in Malaysia and the Malaysian Prime Minister wanting more EV investments in their country and declaring they are open for business. "Malaysia has set its sights on a larger part of the electric vehicle supply chain business as competition in Southeast Asia heats up following Teslas announcement of a regional headquarters in Malaysia. 'EV happens to be our priority' Malaysias Prime Minister Anwar Ibrahim told CNBCsMartin Soongin an exclusive interview Friday at the prime ministers offices in Putrajaya just south of the countrys capital Kuala Lumpur. Teslas"
X Link 2023-08-24T14:47Z [---] followers, [----] engagements
"$ENVX Keep in mind this when thinking about Samsung and Enovix: Qualcomm and Samsung have a long-standing strategic partnership to deliver premium experiences for Samsung Galaxy devices. The two companies have extended their patent license agreement for 3G 4G 5G and 6G mobile technology through [----]. Samsung is the largest smartphone supplier by unit volume. Samsung is the official smartphone partner for Qualcomm's Snapdragon Pro Series ESL. Samsung will use a Qualcomm Snapdragon chipset in all its Galaxy S series smartphones sold worldwide. Samsung is not using the same Snapdragon chip"
X Link 2023-08-24T17:30Z [---] followers, [----] engagements
"$ENVX wouldn't a better battery be nicer: -The PlayStation Portal handheld device's battery life is reportedly targeting 7-9 hours similar to the PS5's DualSense Controller. -The battery life of the PlayStation Portal is comparable to that of the Nintendo Switch whose OLED model ranges from [---] to [--] hours. -Achieving a battery life comparable to a DualSense controller for a screen-based device is commendable but actual usage may vary"
X Link 2023-08-24T19:24Z [---] followers, [----] engagements
"$ENVX $DELL I missed this at the beginning of July but Dell is partnering with Intel to launch AI skills lab in the Indian state of Telangana and more specfiically at the Lords Institute of Engineering & Technology which is in Hyderabad or the city where Enovix India is located. One item Enovix India is working on is the AI applications and usage of the battery so there is likely a connection here. "The partnership involves integrating Intel's "AI for Youth" programme into the institute's existing curriculum aiming to bridge the digital skills gap and prepare students for the industry.""
X Link 2023-08-25T18:43Z [---] followers, 12.6K engagements
"$ENVX The global foldable phone market is expected to grow at a compound annual growth rate (CAGR) of 25.7% from [----] to [----]. In [----] [----] million foldable phones were shipped globally which is a 60% increase from [----]. The market is expected to continue to grow to [----] million units in [----]. The global foldable smartphone market was valued at $17.6 billion in [----] and is projected to reach $174 billion by [----]. The market is expected to grow from $24.52 billion in [----] to $54.05 billion by [----]. Samsung and Apple are expected to dominate the market. In [----] Samsung accounted for around 80%"
X Link 2023-08-26T11:37Z [---] followers, [----] engagements
"$ENVX thank you for this @sortalegendary1 Medical devices is a monstrous market for Enovix to capture @rajtalluri @jmalchow"
X Link 2023-08-26T17:24Z [---] followers, [---] engagements
"$ENVX what would be interesting to see explained by @rajtalluri is how Enovix battery could help at data centers. Data centers use a lot of energy to maintain their servers. They consume about [----] kWh per square meter which is about ten times the power consumption of a typical American home. Data centers collectively use more energy than some nation-states. They use around 1-1.5% of global energy. Most data centers use a valve-regulated lead-acid cell battery to power the uninterrupted power supply (UPS) system. These batteries need to be replaced between 3-10 years. They also lose their"
X Link 2023-08-27T11:07Z [---] followers, [----] engagements
"$ENVX Foxconn the company that manufacturers over 70% of $AAPL iPhones held a ribbon-cutting ceremony May [--] [----] on a new $500 million manufacturing facility in Telangana India which is will be right outside of Hyderabad where Enovix India is located. The new factory is expected to create about [-----] new jobs. Mass production is slated to begin by the end of next year. AirPods will be the second product category after iPhone that will be made in India. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow"
X Link 2023-08-28T11:24Z [---] followers, 10.1K engagements
"$ENVX there definitely is "insatiable" demand for batteries worldwide especially seeing a World Battery Expo with record turnout: "The bustling three days counted [------] visits in total all trade visitors from sectors like battery and energy storage new energy vehicles low-speed electric vehicles consumer electronics electric power solar energy communication big data infrastructure smart terminals and so forth." https://www.bisinfotech.com/world-battery-expo-wbe-ended-with-record-turnout/ https://www.bisinfotech.com/world-battery-expo-wbe-ended-with-record-turnout/"
X Link 2023-08-28T11:39Z [---] followers, [----] engagements
"$ENVX $AAPL these new updates are really neat in the iPad but there is no way the battery life will be any better. Please focus on upgrading the battery in a major way. @AlderLaneEggs @joceyreyes209 @rajtalluri"
X Link 2023-08-29T11:17Z [---] followers, [--] engagements
"$ENVX it seems like the iPhone [--] battery will be similar to the iPhone [--]. I am hoping the iPhone [--] has a much more powerful battery in place. $AAPL"
X Link 2023-08-29T16:10Z [---] followers, [--] engagements
"$ENVX Malaysian Prime Minister Datuk Seri Anwar Ibrahim said in a national address today that they will be launching a New Industrial Master Plan [----] (NIMP 2030) which will help launch Malaysia into a high-tech industrialized nation. NIMP [----] will be launched on Friday"
X Link 2023-08-30T11:01Z [---] followers, [--] engagements
"$ENVX has mentioned Garmin before in their past presentations from February [----] which mentioned the $ENVX battery adds [--] days to the battery life of the Garmin watch and the new Garmin Venu [--] smartwatch has a [--] day battery life. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow @sortalegendary1 https://d1io3yog0oux5.cloudfront.net/_b3dd3ffe4c6109d7294d01bf1311b5f6/rodgerscap/db/1297/11207/pdf/Enovix+RSVAC+Investor+Presentation.pdf https://www.cnet.com/tech/mobile/garmins-venu-3-smartwatch-can-track-your-naps-and-has-14-day-battery-life/"
X Link 2023-08-30T11:54Z [---] followers, [----] engagements
"$ENVX well what do we have here. Enovix having an EV JV does not seem too far away from high-volume. Look no further than the Cell Design Engineer job they are hiring for in Fremont with the job description including: "The Cell Design Engineer Mobility will be responsible for mechanical cell design and validation and will work closely with the R&D team and external vendors to optimize materials electrode and component designs to meet the program performance targets. Additionally the successful candidate with work with the Equipment team to design and implement any equipment necessary to"
X Link 2023-09-01T00:25Z [---] followers, [----] engagements
"$ENVX The U.S. Department of Energy (DOE) has committed $3.5 billion to expand domestic battery manufacturing. The funding is part of the Bipartisan Infrastructure Law. The funding will be used to expand the production of batteries for electric vehicles (EVs) and the electrical grid. The funding will also be used to source battery materials and components that are currently imported from other countries. This funding could help build several EV lines in the United States giving U.S. citizens jobs and could be right out of Fremont. I hope @rajtalluri and team are able to explore this avenue as"
X Link 2023-09-01T11:23Z [---] followers, [----] engagements
"@BleacherNation it is so nasty and quite game changing for this pen if those two guys are fully back. Wes looked like his old self and may have had some tweaks. He looked fantastic and like a guy you want in the rotation (which is even more incredible we are able to have him in the pen)"
X Link 2023-09-02T00:58Z [---] followers, [---] engagements
"$ENVX @rajtalluri's former company Texas Instruments $TXN has developed a battery management system (BMS) technology that can help maximize range and charging performance. BMS is a component of a battery pack that monitors and manages the battery. It plays a critical role in the battery's safety performance charge rates and longevity. Imagine if this was paired with the $ENVX material agnostic battery and the revolutionary tech The performance would be truly incredible. $TXN is also planning to further boost business ties with electric vehicle manufacturers and battery makers in South Korea"
X Link 2023-09-02T12:39Z [---] followers, [----] engagements
"$ENVX fantastic report and fantastic opportunity. $ENVX still has massive upside potential (and the share price has pulled back over the last month). Long $ENVX 🔋🔋⚡ (and yes it made the top [--] list) https://t.co/HC3wBdyzAA $ENVX still has massive upside potential (and the share price has pulled back over the last month). Long $ENVX 🔋🔋⚡ (and yes it made the top [--] list) https://t.co/HC3wBdyzAA"
X Link 2023-09-02T17:02Z [---] followers, [----] engagements
"@BleacherNation I love the idea of them using Wisdom for two PA's (two strikeouts likely) then pinch hitting Canario instead of starting him. Jed and Carter: wouldn't be nice to see one of your best prospects when he is hot (oh and he was white hot in AAA before the call-up)"
X Link 2023-09-02T20:03Z [---] followers, [---] engagements
"@ballskwok Strop had the clever phrase hats to the left and Assad should have glasses on the nose @obvious_shirts"
X Link 2023-09-03T00:45Z [---] followers, [---] engagements
"@mj_ernst @TheBlogfines But that would take creativity to change up the lineup and what you know"
X Link 2023-09-03T01:29Z [---] followers, [---] engagements
"$ENVX BusBar insertion video in $ENVX batteries that was limiting Fab [--] automation line has been solved in Gen2 equipment and you can see it in the following video. https://t.co/Fv9nPwjC9v @AlderLaneEggs @joceyreyes209 BusBar insertion video in $ENVX batteries that was limiting Fab [--] automation line has been solved in Gen2 equipment and you can see it in the following video. https://t.co/Fv9nPwjC9v @AlderLaneEggs @joceyreyes209"
X Link 2023-09-06T17:42Z [---] followers, [----] engagements
"$ENVX very good take I have no doubt they will scale. I believe they will make their original projected numbers look like a joke with time. People who are killer at what they do do killer things. @rajtalluri @EnovixBatteries @SamiraNaraghi The ones Ive met always delivered. $ENVX I have no doubt they will scale. I believe they will make their original projected numbers look like a joke with time. People who are killer at what they do do killer things. @rajtalluri @EnovixBatteries @SamiraNaraghi The ones Ive met always delivered. $ENVX"
X Link 2023-09-07T16:01Z [---] followers, [----] engagements
"@ChiSportUpdates @ChicagoBears Who cares about apologies. Throw the ball down field"
X Link 2023-09-11T00:20Z [---] followers, 15.4K engagements
"$ENVX so $QCOM with $APPL through [----]. I wonder else who will be with $APPL through that time period"
X Link 2023-09-11T13:21Z [---] followers, [----] engagements
"$ENVX going to be a fun week to see what happens at the Morgan Stanley conference Thursday and whether Adam Jonas initiates coverage. Knock it out of the park this week @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow"
X Link 2023-09-11T13:24Z [---] followers, [----] engagements
"Chicago Bears fans who do you want Ryan Poles to draft in [----]. #NFL #NFL2023 #ChicagoBears #BearsNation Caleb Williams Drake Maye Other QB Caleb Williams Drake Maye Other QB"
X Link 2023-09-11T19:14Z [---] followers, [---] engagements
"@joceyreyes209 @AlderLaneEggs @JJohnsonNow @ActAccordingly I hope it strengthens soon since they have such a massive opportunity with the BBBY rebrand. Massive. And that is not to mention the Medici portfolio"
X Link 2023-09-11T23:22Z [---] followers, [----] engagements
"@NBCSBears yeah because he is proving to be a bust in the NFL. I hope he is not but he cannot pass"
X Link 2023-09-13T02:16Z [---] followers, [--] engagements
"@Chicago_NFL Hes not the problem The QB is the position that can make a team great. Justin has not proven he can do that in the pros"
X Link 2023-09-13T21:52Z [---] followers, [----] engagements
"@BearsBarade @ChicagoBears we were the worst team in the NFL last year"
X Link 2023-09-13T21:58Z [---] followers, [---] engagements
"$ENVX today is a big day for Enovix today at the Morgan Stanley 11th Annual Laguna Conference. It starts at 2:05 EST and here is the link: Good luck @rajtalluri and we hope you knock it out of the park. @jmalchow @joceyreyes209 @AlderLaneEggs"
X Link 2023-09-14T11:23Z [---] followers, [--] engagements
"$ENVX $APPL is hiring for a role in Hyderabad India: ML Engineer (Generative AI): Enovix India is also hiring individuals who can "Use fundamental models or (and) AI/ML algorithms to model battery characteristics assist in battery development/ factory qualification/ troubleshooting.""
X Link 2023-09-14T14:57Z [---] followers, [---] engagements
"@patrickfinley I hope everything is okay for Williams but what are all these personal reason designations around Halas Hall. Be real Bears"
X Link 2023-09-14T16:14Z [--] followers, [----] engagements
"@mcinnes_danny Of course Danny What a day it was and the best interview he has done to date. The excitement from Adam Jonas was what made me most excited from it. Would love your thoughts on the interview too"
X Link 2023-09-14T23:41Z [---] followers, [---] engagements
"$ENVX Here is a summary of Ajay's article entitled "Our Path To High Volume Manufacturing": Since the initiation of the "Journey to Scale" earlier this year significant strides have been made including the start of Factory Acceptance Testing (FAT) for the Gen2 High Volume Manufacturing (HVM) equipment in August. The manufacturing setup consists of unique zones: -Electrode Patterning (Zone 1): Machines laser pattern rolls of electrodes based on client requirements. FAT for this zone started in August and is expected to conclude in October. -Cell Assembly (Zone 2): Electrodes from Zone 1"
X Link 2023-09-15T11:01Z [---] followers, [----] engagements
"$ENVX Morgan Stanley holds roughly [---] million shares of $ENVX: According to TipRanks Adam Jonas holds a few other battery companies: Let's take a look at the amount Morgan Stanley has of the battery companies Adam Jonas has taken a stance on in the past: -FREY - roughly [---] million shares owned as of August 14th 2023: -QS - roughly [---] million shares owned as of August 14th 2023: -MVST - roughly 430k shares owned as of August 14th 2023: -RMO - closed position and zero shares: The importance Adam Jonas stressed yesterday of Enovix being safe producing batteries now (with an order of magnitude"
X Link 2023-09-15T17:26Z [---] followers, [----] engagements
"@dabearsblog At least he went to the playoffs"
X Link 2023-09-17T21:54Z [---] followers, [----] engagements
"$ENVX Adam Jonas led off the conversation last week with Enovix by stating: "For those not familiar with Enovix Enovix is an advanced battery company using 100% silicon anodate techology. Leveraging a proprietary approach for to battery so architecture. It is architecture first borrowing a lot of principles from the semiconductor industry. Promising energy dense fast charge batteries that are exceptionally safe - that is the important thing here. The company does generate revenue today and they are delivering batteries to customers right now. This is not your average startup battery company -"
X Link 2023-09-19T11:50Z [---] followers, [----] engagements
"$ENVX TJ purchased more shares of $ENPH on 9/14. Will he be purchasing more $ENVX at these levels @joceyreyes209 @AlderLaneEggs TJ Rodgers added to his $ENPH position: https://t.co/nD3Tn8ooKX TJ Rodgers added to his $ENPH position: https://t.co/nD3Tn8ooKX"
X Link 2023-09-19T12:16Z [---] followers, [----] engagements
"@dabearsblog Flus is 3-16 as a head coach so far. If he finishes this season with a 6-28 record as head coach that has to be a reason for change alone right"
X Link 2023-09-19T12:18Z [---] followers, [----] engagements
"$ENVX here is the full note by Cantor"
X Link 2023-09-21T13:47Z [---] followers, [----] engagements
"$ENVX a must listen. @AlderLaneEggs @joceyreyes209 @rajtalluri @jmalchow"
X Link 2023-09-21T22:20Z [---] followers, [--] engagements
"$ENVX here is a summary of @rajtalluri's article on the Strategic importance of acquiring Routejade: Enovix has acquired Routejade a South Korean coating and battery pack manufacturing firm to advance its goal of becoming a vertically integrated high-volume battery"
X Link 2023-09-22T11:45Z [---] followers, [--] engagements
"$ENVX I wonder who gained a massive presence in South Korea this week. This artcile has some interesting nuggets of information regarding South Korea's unique positioning in the battery market: -Europe initiated an anti-subsidy investigation concerning China-made Electric Vehicles (EVs) following the introduction of the Critical Raw Materials Act (CRMA) and Batteries Regulation. -The act is likely to affect China-based battery manufacturers positively while benefiting South Korean competitors. -Increased usage of South Korean batteries by European car manufacturers is anticipated in the"
X Link 2023-09-23T12:55Z [---] followers, [----] engagements
"$ENVX Some more information on Routejade including their different types of batteries they produce and their use cases: Routejade is a South Korean company that manufactures and supplies lithium-ion batteries. They have over [--] years of experience and their products are used in a variety of industries including: Wearables Hearables Medical Industrial South Korean military. A few of Routejade's products include: -Coin type lithium ion battery (Button battery): Routejade's rechargeable coin cell has superial capacity about 21% than competitors and high energy density over 300Wh/L. It has been"
X Link 2023-09-23T13:07Z [---] followers, [----] engagements
"$ENVX For those wanting to know more about Routejade I found this very helpful slide deck Routejade created in [----] and have summarized here: [--]. Company Introduction: Routejade established in March [----] has emerged as a distinctive lithium-ion battery manufacturer continually growing and marking its name in the battery industry with its patented "Encapsulation" technology. The company has set up its headquarters and factory in Nonsan Korea with a sales office located in Seoul Korea. The encapsulation and stack technology by Routejade has been providing more flexible solutions for LIB & LIPB"
X Link 2023-09-24T13:10Z [---] followers, 10.8K engagements
"@TheBlogfines Thank goodness. We really need a 4-2 against the Braves and Brewers but 3-3 I think gets us in. 4-2 would be much safer"
X Link 2023-09-24T14:37Z [---] followers, [--] engagements
"$ENVX excellent thread. @joceyreyes209 @AlderLaneEggs"
X Link 2023-09-24T15:43Z [---] followers, [--] engagements
"@ChicagoBears @YannickNgakoue @idjmoore Win a ballgame and then we talk"
X Link 2023-09-24T17:36Z [---] followers, [----] engagements
"@AaronLemingNFL he is soft and not good"
X Link 2023-09-24T21:06Z [---] followers, [---] engagements
"@AaronLemingNFL This is just jaw drapping insane. Poles should also be fired for this. His picks signings and head coaching hire are just god awful"
X Link 2023-09-24T21:58Z [---] followers, [--] engagements
"@IrishBearsShow Harbaugh in a heart beat"
X Link 2023-09-24T23:11Z [---] followers, [----] engagements
"$ENVX here is an introductory youtube video on Routejade that the company created ten years ago. Definitely worth the watch: @joceyreyes209 @AlderLaneEggs"
X Link 2023-09-25T10:59Z [---] followers, [--] engagements
"$ENVX if this doesnt get you pumped I dont know what does"
X Link 2023-09-25T20:13Z [---] followers, [----] engagements
"$ENVX fantastic to read this. Here is a short summary of the blog: India ranks second globally in AI machine learning and big data expertise producing 16% of the worlds talent pool according to a Nasscom research report. This remarkable talent pool is fueled by Indias prestigious universities and research institutes specializing in data science and electrochemistry research. Enovix has strategically chosen Hyderabad India as the location for its R&D Center citing Indias deep talent reservoir and favorable business environment. The company aims to leverage data science AI and modeling to"
X Link 2023-09-27T18:14Z [---] followers, [----] engagements
"@RocketPenguin75 @rajtalluri @SumZero Spot on and its very underrated move imo. That routejade acquisition was next level thinking and will provide endless dividends. @jmalchow"
X Link 2023-09-29T18:31Z [---] followers, [---] engagements
"$ENVX technology will be a major boost to all democratic militaries and that will be fantastic to see. "According to the report published by Allied Market Research the global military battery market garnered $1.58 billion in [----] and is estimated to generate $2.53 billion by [----] manifesting a CAGR of 5.0% from [----] to 2031." https://finance.yahoo.com/news/military-battery-market-generate-2-130200284.html https://finance.yahoo.com/news/military-battery-market-generate-2-130200284.html"
X Link 2023-09-29T19:14Z [---] followers, [----] engagements
"@thekapman how about this for an offseason: They have to land a superstar player (Ohtani Trout Jose Ramirez Alonso or Soto). They need to also add several high leverage bullpen arms since they got lucky with Leiter Merryweather Alzolay. They should definitely go all into get Hader plus one of Chapman Hicks Moore etc. And Belli should be back no doubt. Yamamoto should be a no brainer too. They have the cash now do it Ricketts and Jed. Take that"
X Link 2023-09-30T15:49Z [---] followers, [---] engagements
"@thekapman can you please ask Flus this morning how he thinks what he has done during his tenure coaching the Bears in a season and four games this year is acceptable for a head coach of the Chicago bears No good head coach has ever lost [--] straight"
X Link 2023-10-02T12:42Z [---] followers, [--] engagements
"$ENVX with Xiaomi scheduled to roll out these electric vehicles in the first half of next year I wonder if a licensing deal could be reached (or has been reached). @joceyreyes209 @AlderLaneEggs @jmalchow"
X Link 2023-10-18T19:18Z [---] followers, [----] engagements
"$ENVX here are some of the highlights from the new Enovix Journey To Scale podcast with Jonathan Doan VP Research and Development: -Jonathan has a Ph.D. in material science and engineering at Stanford and a degree in physicians at MIT. -Shifted from academia to R&D because he never planned to be in academia. His advisor in grad school encouraged/convinced him on the acting assistant professor position and signed on for three years to be a material science professor. -Made the jump after three years of teaching to R&D and was looking at micro machining. -For the last six months he has been the"
X Link 2023-10-19T16:10Z [---] followers, [----] engagements
"@Zerosumgame33 @rajtalluri It would be a very nice acquisition for @rajtalluri"
X Link 2023-10-20T15:53Z [---] followers, [---] engagements
"$ENVX @EnovixBatteries @EnovixBatteries"
X Link 2023-10-20T15:54Z [---] followers, [---] engagements
"$ENVX Small caps are starting to look VERY attractive. Many are down significantly from their peaks creating some potentially juicy opportunities. I've dug deep & put together a list of [--] small-cap stocks on my radar. For each I've outlined a bull thesis to shed light on their Small caps are starting to look VERY attractive. Many are down significantly from their peaks creating some potentially juicy opportunities. I've dug deep & put together a list of [--] small-cap stocks on my radar. For each I've outlined a bull thesis to shed light on their"
X Link 2023-10-22T01:11Z [---] followers, [----] engagements
"$ENVX awesome to see The unofficial and unpaid Investor Relations resources of $ENVX continue to work diligently. Company with an ever-bright future. Well done @eenLien The unofficial and unpaid Investor Relations resources of $ENVX continue to work diligently. Company with an ever-bright future. Well done @eenLien"
X Link 2023-10-27T21:01Z [---] followers, [----] engagements
"@AaronLemingNFL This is beyond disappointing. If poles does this just go full tank for Caleb Williams and trade anyone for value. I dont want to do that but they may as well. Also fire poles with Flus"
X Link 2023-10-31T11:08Z [---] followers, [----] engagements
"$OSTK Time to step down @JJohnsonNow and do the right thing for the future of the company and the shareholders. @AlderLaneEggs"
X Link 2023-11-05T13:33Z [---] followers, 16.3K engagements
"$ENVX pay attention folks @joceyreyes209 @AlderLaneEggs"
X Link 2023-11-05T17:02Z [---] followers, [----] engagements
"$ENVX big things are coming. @joceyreyes209 @AlderLaneEggs $ENVX Cabot Wealth 👇 https://t.co/YRzgMPNUoF $ENVX Cabot Wealth 👇 https://t.co/YRzgMPNUoF"
X Link 2023-11-09T10:55Z [---] followers, 12.6K engagements
"$ENVX on November [--] [----] Enovix published the patent entitled "Apparatus systems and methods for the production of electrodes for use in batteries". Here is a summary of that patent: The patent discusses improvements in lithium-based secondary batteries such as lithium-ion and lithium-polymer types. These batteries are notable for their high energy density power and shelf life. The focus is on addressing challenges associated with silicon-based anodes to enhance overall battery performance with an emphasis on increasing energy capacity and extending the lifespan of these batteries. Advanced"
X Link 2023-11-19T12:33Z [---] followers, [----] engagements
"With winter here in most places of the US I think its the perfect time to create a tremendous strategy around outdoor patio furniture and gardening. People take pride in their backyard and with inflation lowering people will likely spend more during summer on things they see daily. Also there is more of a movement of people wanting to grow their own veggies and fruits. That all can be captured. Thanks for taking the time to ask these questions"
X Link 2023-11-30T10:34Z [---] followers, [---] engagements
"$ENVX this timeline syncs up very nicely. Scale and game over. 👀 @rajtalluri @jmalchow Pretty major @joceyreyes209 @AlderLaneEggs"
X Link 2023-12-09T11:29Z [---] followers, [----] engagements
"That would be a very interesting/enticing deal to make. I wonder if it would be easier to pair down to Bieber but we can also solve so many holes in one blockbuster trade. I also wonder what the appetite Bieber would have for extension talks since he probably knows Carter very well"
X Link 2023-12-10T01:37Z [---] followers, [--] engagements
"@cubprospects I am with you. Totally with you on all of this. NFL has things way better under control"
X Link 2023-12-10T17:00Z [---] followers, [----] engagements
"my wife and I have wanted an RV for so long in order to take our dogs throughout all of Arizona and most of the Southwest. Our first trip would be to Sedona then go up to the Grand Canyon then make a trip all the way to Yellowstone. We would expore the entire Southwest and we would be forever grateful and our dogs moreso. Our dogs love to camp and explore as much as we do and we would all be hitting the road every single weekend and vacation getting the most use out of this RV. I cannot thank you enough for how good of a person you are to do something like this. Thank you @marcuslemonis"
X Link 2023-12-17T18:48Z [---] followers, [----] engagements
"@AlderLaneEggs Who do you think the two large customers $ENVX is working with"
X Link 2023-12-21T01:55Z [---] followers, [----] engagements
"@SalesQBWilson1 @AlderLaneEggs I think so too 🤞🏻"
X Link 2023-12-21T02:06Z [---] followers, [--] engagements
"@JonHeyman He played the Yanks and Mets to drum up more money from the Dodgers"
X Link 2023-12-23T18:54Z [---] followers, [----] engagements
"@JonHeyman They are so cheap"
X Link 2023-12-23T22:07Z [---] followers, 13.5K engagements
"@IrishBearsShow Crosby Payne Jeff Simmons scary Terry Thibadeaux etc"
X Link 2023-12-29T02:16Z [---] followers, [----] engagements
"@AaronLemingNFL Not kidding but they probably get Russell Wilson"
X Link 2023-12-31T01:51Z [---] followers, [---] engagements
"$ENVX some major words from @rajtalluri Go $ENVX team - we are all eagerly awaiting the big things set to happen beginning this year "Next week well be attending the [----] Consumer Electronics Show (CES) in Las Vegas where well be showing new demos new devices and new data around how battery tech is trailing smartphone innovationand how were going to change that. Come visit us at The Venetian Las Vegas (contact sales@enovix.com to arrange a meeting). So take out your smartphone download that app play your favorite games upload your new 4K video to show your friends and toast to the bright"
X Link 2024-01-05T16:41Z [---] followers, [----] engagements
"@IrishBearsShow Bears [--] Packers [--]. Fields dominates and puts an exclamation on him being the Bears QB of the future and the D continues to shine. @justnfields @GervonDexter @JaquanBrisker @NBAxJay1"
X Link 2024-01-06T15:55Z [---] followers, [---] engagements
"@dabearsblog And hiring their Super Bowl caliber coach"
X Link 2024-01-10T12:02Z [---] followers, [----] engagements
"@BearsBrazil @robertkschmitz Yep. This is a clear indicator he is me me me and not a team guy"
X Link 2024-01-14T21:35Z [---] followers, [---] engagements
"@shawnchemtov @joceyreyes209 @AlderLaneEggs @eenLien @CavemanResearch @RocketPenguin75 @LateReaponder I cannot wait until we are multiples higher than the current share price. We will get there and the big boys know it"
X Link 2024-02-13T23:13Z [---] followers, [---] engagements
"@joceyreyes209 As always well said and I couldnt agree more The most important earnings call to date. Thank you sir"
X Link 2024-02-16T02:21Z [---] followers, [----] engagements
"@TDogCali53 Could not agree more. I have a feeling we test all time highs by end of year"
X Link 2024-02-16T22:24Z [---] followers, [---] engagements
"@TDogCali53 Gonna be a great earnings call and the most important to date"
X Link 2024-02-16T22:32Z [---] followers, [---] engagements
"@AlderLaneEggs Who has a bigger earnings call next week: ENVX or BYON"
X Link 2024-02-18T02:41Z [---] followers, [----] engagements
"@rajtalluri This will be Raj on Tuesday during the earnings call"
X Link 2024-02-18T19:31Z [---] followers, [---] engagements
"@fear_munger @BedBathBeyond I cannot wait until we are back to $100. We will get there and so excited to hear the earnings call and whats ahead with @marcuslemonis"
X Link 2024-02-19T00:39Z [---] followers, [---] engagements
"@JackCambell14 @TrumanCooper @tZERO @marcuslemonis Thank you sir Excited for when its announced and hopefully on the earnings call on Wednesday morning. Thanks for all you do @JackCambell14"
X Link 2024-02-19T13:45Z [---] followers, [---] engagements
"@eenLien @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow I cannot wait for the earnings call tomorrow"
X Link 2024-02-19T13:53Z [---] followers, [---] engagements
"@BleacherNation @JesseRogersESPN Ricketts got his one world series he can live off of forever. This will be the norm for him. The roughly 10th payroll team per year nothing more. That's why Theo left"
X Link 2024-02-19T19:59Z [---] followers, [----] engagements
"@RocketPenguin75 It is truly unreal. This will be a winner. Without a doubt in my mind. @joceyreyes209 @AlderLaneEggs"
X Link 2024-02-20T21:28Z [---] followers, [---] engagements
"@kamilski @eenLien @elonmusk BMW would be so nice. Gonna be fun to see who"
X Link 2024-02-20T21:29Z [---] followers, [--] engagements
"@MachinistImprov Samsung and Tesla would be two nice clients"
X Link 2024-02-26T12:03Z [---] followers, [--] engagements
"@eenLien @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow hopefully $ENVX can be the major one to supply our troops"
X Link 2024-03-03T20:09Z [---] followers, [---] engagements
"$ENVX things you love to see @joceyreyes209 @AlderLaneEggs https://www.globenewswire.com/news-release/2024/03/27/2853054/0/en/Enovix-Awarded-15-Year-Pioneer-Status-from-Malaysian-Investment-Development-Authority-for-its-High-Volume-Manufacturing-Facility.html https://www.globenewswire.com/news-release/2024/03/27/2853054/0/en/Enovix-Awarded-15-Year-Pioneer-Status-from-Malaysian-Investment-Development-Authority-for-its-High-Volume-Manufacturing-Facility.html"
X Link 2024-03-27T11:31Z [---] followers, [----] engagements
"@GeorgiusIIIRex @joceyreyes209 If @rajtalluri continues to execute and communicate like he did at the earnings call Wednesday we will retest the all time highs in the 40s by EOY"
X Link 2024-05-04T21:21Z [---] followers, [---] engagements
"@KIERAN_FIT @_willcompton are you making a comeback to the nfl"
X Link 2024-05-08T16:31Z [---] followers, [---] engagements
"@eenLien This is an awesome deep dive There is going to be some major developments in South Korea but also in Japan China and India as well for $ENVX. Going to be fun to watch @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs"
X Link 2024-05-11T18:18Z [---] followers, [---] engagements
"$ENVX what a major accomplishment lets go @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs @mcinnes_danny @eenLien https://www.globenewswire.com/news-release/2024/05/13/2880326/0/en/Enovix-Begins-Customer-Sampling-of-EX-1M-Batteries.html https://www.globenewswire.com/news-release/2024/05/13/2880326/0/en/Enovix-Begins-Customer-Sampling-of-EX-1M-Batteries.html"
X Link 2024-05-13T11:38Z [---] followers, [----] engagements
"@joceyreyes209 And we are in good hands with $ENVX since they can help these new power requirements"
X Link 2024-05-19T13:32Z [---] followers, [---] engagements
"$ENVX Well @rajtalluri was right on the money as Hyderabad would be made a global AI capitol. @joceyreyes209 @AlderLaneEggs https://www.newindianexpress.com/amp/story/states/telangana/2024/May/19/telangana-to-host-global-summit-on-ai-in-july-sridhar-babu https://www.newindianexpress.com/amp/story/states/telangana/2024/May/19/telangana-to-host-global-summit-on-ai-in-july-sridhar-babu"
X Link 2024-05-19T21:59Z [---] followers, [----] engagements
"@TrumanCooper Will be very good for $ENVX @rajtalluri @joceyreyes209 @AlderLaneEggs"
X Link 2024-05-19T22:24Z [---] followers, [---] engagements
"$ENVX great insight $ENVX for 2024-05-31: "1717041600000": "ticker": "ENVX" "close": [-----] "volume": [-------] "price-velocity": [------------------] "price-acceleration": [-----------------] "timestamp": "2024-05-30T04:00:00Z" "short-avg-volume": https://t.co/Tcl0Yc8BNS $ENVX for 2024-05-31: "1717041600000": "ticker": "ENVX" "close": [-----] "volume": [-------] "price-velocity": [------------------] "price-acceleration": [-----------------] "timestamp": "2024-05-30T04:00:00Z" "short-avg-volume": https://t.co/Tcl0Yc8BNS"
X Link 2024-05-31T10:23Z [---] followers, [----] engagements
"@AlderLaneEggs Please be for $BYON and $ENVX"
X Link 2024-06-02T15:53Z [---] followers, [----] engagements
"I feel like this is the one I keep circling. As part of a larger deal they should push the chips all in to get Vlad Jr. That would solidify this middle of the order with a young superstar who has already proven himself in MLB year in and year out. Jed has to IMO. I don't know how he can feel safe right now"
X Link 2024-06-02T22:40Z [---] followers, [--] engagements
"@joceyreyes209 Please have her startup company using $ENVX batteries So happy for you Greg and wish her continued success"
X Link 2024-06-08T12:11Z [---] followers, [---] engagements
"@elonmuskADO Only if you have an $ENVX battery. @rajtalluri @joceyreyes209 @AlderLaneEggs @jmalchow"
X Link 2024-06-11T01:13Z [---] followers, [---] engagements
"@TrumanCooper @elonmusk $ENVX battery just got another suitor. Car and phones has a nice ring to it. @joceyreyes209"
X Link 2024-06-12T13:38Z [---] followers, [---] engagements
"$ENVX Motorola headquarters outside of Chicago. 🤔 @joceyreyes209 @AlderLaneEggs and Motorola sold [----] million phones last year alone Chicago Theatre by night https://t.co/jjNCJwYm0A Chicago Theatre by night https://t.co/jjNCJwYm0A"
X Link 2024-06-14T23:02Z [---] followers, [----] engagements
"$ENVX maybe $APPL will want a better AirPod battery inside of them It is convenient because it is not far from Enovix India in Hyderabad. @joceyreyes209 @AlderLaneEggs https://trak.in/stories/foxconns-hyderabad-factory-will-generate-100000-jobs-starting-with-airpods-manufacturing/ https://trak.in/stories/foxconns-hyderabad-factory-will-generate-100000-jobs-starting-with-airpods-manufacturing/"
X Link 2024-06-15T17:26Z [---] followers, [----] engagements
"$ENVX hmmmmm I wonder if it happens to be in Penang too @rajtalluri ahead of curve. @joceyreyes209 @AlderLaneEggs MICRON CONSIDERS AI MEMORY CHIP PRODUCTION IN MALAYSIA: NIKKEI MICRON CONSIDERS AI MEMORY CHIP PRODUCTION IN MALAYSIA: NIKKEI"
X Link 2024-06-19T11:57Z [---] followers, [----] engagements
"@roily23 A major untapped market for $envx would love to hear their eventually strategy in this market when they get major share in phones computers and IoT @rajtalluri @joceyreyes209 @AlderLaneEggs"
X Link 2024-06-19T12:38Z [---] followers, [---] engagements
"@RocketPenguin75 Also Volvo has manufacturing in Malaysia 🤔 https://en.m.wikipedia.org/wiki/Volvo_Car_Manufacturing_Malaysia https://en.m.wikipedia.org/wiki/Volvo_Car_Manufacturing_Malaysia"
X Link 2024-06-23T14:57Z [---] followers, [--] engagements
"$ENVX these will need a long lasting and safe battery. 🔋 @rajtalluri @joceyreyes209 @AlderLaneEggs BREAKING: $AAPL Apple is seeking to create lightweight AR glasses that people could wear throughout the day expected to come out in [----] by the earliest. Does anyone seriously see themselves wearing something on their face all day Zucks definitively has one this round with https://t.co/OCOq3Impql BREAKING: $AAPL Apple is seeking to create lightweight AR glasses that people could wear throughout the day expected to come out in [----] by the earliest. Does anyone seriously see themselves wearing"
X Link 2024-06-23T17:40Z [---] followers, [----] engagements
"@amitisinvesting @FarshidMahmood8 I think it is probable. And you for sure do a deep dive on $ENVX and @rajtalluri"
X Link 2024-06-23T18:09Z [---] followers, [---] engagements
"@LuoshengPeng Also for $ENVX their second development agreement and their second EV JV plus a whole host of other catalysts"
X Link 2024-06-23T19:43Z [---] followers, [---] engagements
"@LuoshengPeng Neither may be announced this coming week but will be announced likely by next earnings call"
X Link 2024-06-23T19:46Z [---] followers, [---] engagements
"$ENVX because they will announce many development agreements with the top [--] cell phone manufacturers will announce multiple EV JVs will likely announce development agreements with computer companies and IoT companies and will be producing batteries via high volume and will add more lines/license their tech in order to meet the insatiable demand for a safer and longer lasting battery"
X Link 2024-06-23T21:37Z [---] followers, [----] engagements
"$ENVX is purchasing more lines it seems. The question is how many line is this @joceyreyes209 @AlderLaneEggs @eenLien Summary of the Contract (revised [--] May 2024) Supplier: Koses Orderer: The North American battery manufacturer (confidential but we know its ENVX) Products: Secondary battery automation equipment Contract Value: USD18500000 Contract Period: 2023-03-20 2024-12-10 @eenLien Summary of the Contract (revised [--] May 2024) Supplier: Koses Orderer: The North American battery manufacturer (confidential but we know its ENVX) Products: Secondary battery automation equipment Contract"
X Link 2024-06-24T10:38Z [---] followers, [----] engagements
"$ENVX Motorola is big in the two way radio market. 🤔 https://www.mordorintelligence.com/industry-reports/global-two-way-radio-market @FLGa8ors Here it is Its inevitable that leaks will happen the closer we get to production. $ENVX will produce lithium-ion batteries for use in Internet-of-Things wearables two-way radios smartphones and laptops . Confirmation of IoT revenue (Raj mentioned that) but now we see https://www.mordorintelligence.com/industry-reports/global-two-way-radio-market @FLGa8ors Here it is Its inevitable that leaks will happen the closer we get to production. $ENVX will"
X Link 2024-06-24T11:25Z [---] followers, 12.5K engagements
"$ENVX duly noted on Land Mobile Radio (LMR): @rajtalluri @joceyreyes209 @AlderLaneEggs https://urgentcomm.com/2023/02/10/motorola-solutions-highlights-renewed-lmr-strength-growth-in-video-command-center-arenas/ $ENVX Motorola is big in the two way radio market. 🤔 https://t.co/Qpph6K6uPg https://urgentcomm.com/2023/02/10/motorola-solutions-highlights-renewed-lmr-strength-growth-in-video-command-center-arenas/ $ENVX Motorola is big in the two way radio market. 🤔 https://t.co/Qpph6K6uPg"
X Link 2024-06-24T13:27Z [---] followers, [----] engagements
"$ENVX is just starting on the positive news cycle. $META or $APPL here with this agreement. If you are short this company good luck. This is just the beginning. @rajtalluri @joceyreyes209 Enovix Signs Agreement to Deliver High-Performance Batteries for Mixed Reality Headset Check it out 👉 https://t.co/mQw9wLBsc9 https://t.co/JA87nlYfyz Enovix Signs Agreement to Deliver High-Performance Batteries for Mixed Reality Headset Check it out 👉 https://t.co/mQw9wLBsc9 https://t.co/JA87nlYfyz"
X Link 2024-06-25T11:38Z [---] followers, [----] engagements
"@EnovixBatteries @amitisinvesting $ENVX just likely signed with $APPL. They have previously worked with $META but this is likely $APPL. Just the beginning"
X Link 2024-06-25T11:42Z [---] followers, [----] engagements
"$ENVX for sure either $META or $APPL. With that being said $ENVX just received validation for its product by one of the two biggest companies on the planet. Mic drop moment. And for batteries and battery packs none the less. Just outstanding. Ummm. This has to be $META right Who else could be considered a leader in the mixed reality market REMINDER: Samira Naraghi who is Enovix's VP of product and who is quoted here LITERALLY CAME STRAIGHT FROM META "Most recently she served as global head of partnerships Ummm. This has to be $META right Who else could be considered a leader in the mixed"
X Link 2024-06-25T11:58Z [---] followers, [----] engagements
"@TsnycTsnyc22 Congrats to you my friend Just the beginning and for those short they are about to get run over. What else does Raj have cooking in addition to everything we know is coming"
X Link 2024-06-25T12:00Z [---] followers, [--] engagements
"$ENVX looks like @rajtalluri is about to close some deals with OPPO Lenovo and Xiaomi. Also BYD is headquartered in Shenzhen - maybe another EV connection 🤔"
X Link 2024-06-26T09:14Z [---] followers, [----] engagements
"$ENVX lets go @rajtalluri do not let up @joceyreyes209 @mcinnes_danny https://www.globenewswire.com/news-release/2024/06/26/2904411/0/en/Enovix-Signs-MOU-with-Leading-Consumer-Electronics-Battery-Pack-Manufacturer.html https://www.globenewswire.com/news-release/2024/06/26/2904411/0/en/Enovix-Signs-MOU-with-Leading-Consumer-Electronics-Battery-Pack-Manufacturer.html"
X Link 2024-06-26T11:31Z [---] followers, [---] engagements
"$ENVX the Samsung mention is beyond obvious now folks. We are going to be supplying Samsung. Lets freaking go @rajtalluri @joceyreyes209 @mcinnes_danny Enovix Signs MOU with Leading Consumer Electronics Battery Pack Manufacturer 👉https://t.co/Rth9ijm6sO Enovix Signs MOU with Leading Consumer Electronics Battery Pack Manufacturer 👉https://t.co/Rth9ijm6sO"
X Link 2024-06-26T11:33Z [---] followers, [----] engagements
"$ENVX Elentec supplies Samsung Apple and Dell. Those are the targeted customers. This will allow ENVX to use the high volume manufacturing capabilities. And will allow both complained to have many joint ventures. Are people catching on yet @rajtalluri @joceyreyes209 @mcinnes_danny"
X Link 2024-06-26T11:44Z [---] followers, [----] engagements
"$ENVX this is a brilliant point on this. @minsie66 Great Leveraging every relationship one has in the early stages is whip smart. My takeaway on that is Samsung knows how good $ENVX batteries are and they actively asked their supplier to partner with Enovix. In my view that's the real hidden gem in this news. @minsie66 Great Leveraging every relationship one has in the early stages is whip smart. My takeaway on that is Samsung knows how good $ENVX batteries are and they actively asked their supplier to partner with Enovix. In my view that's the real hidden gem in this news"
X Link 2024-06-26T12:29Z [---] followers, [---] engagements
"@lv1468493 @rajtalluri That makes perfect sense. Thank you"
X Link 2024-06-26T15:22Z [---] followers, [--] engagements
"$ENVX well well well. Oh hello some more welcome news. @joceyreyes209 #Tesla is considering stopping production of [----] batteries at its Giga Texas plant due to unsatisfactory energy density and charging performance and higher costs the news said. If cost reductions don't materialize by the end of the year Tesla will abandon [----] battery #Tesla is considering stopping production of [----] batteries at its Giga Texas plant due to unsatisfactory energy density and charging performance and higher costs the news said. If cost reductions don't materialize by the end of the year Tesla will abandon"
X Link 2024-06-27T13:03Z [---] followers, [----] engagements
"$ENVX I wonder who can help with this. @rajtalluri @joceyreyes209 APPLE EXPLORES EASILY REPLACEABLE IPHONE BATTERIES - INFORMATION APPLE EXPLORES EASILY REPLACEABLE IPHONE BATTERIES - INFORMATION"
X Link 2024-06-27T16:04Z [---] followers, [----] engagements
"@StockMKTNewz $ENVX is going to be a major second half story. @joceyreyes209"
X Link 2024-06-30T21:23Z [---] followers, [----] engagements
"$ENVX I wonder if this happens to be close to a certain battery company in Fremont @rajtalluri @joceyreyes209 HYUNDAI MOTOR IS SET TO ESTABLISH A NEW RESEARCH CENTER IN SILICON VALLEY SIGNALING ITS COMMITMENT TO ADVANCING AUTOMOTIVE TECHNOLOGY AND INNOVATION HYUNDAI MOTOR IS SET TO ESTABLISH A NEW RESEARCH CENTER IN SILICON VALLEY SIGNALING ITS COMMITMENT TO ADVANCING AUTOMOTIVE TECHNOLOGY AND INNOVATION"
X Link 2024-06-30T23:30Z [---] followers, [----] engagements
"@rajtalluri ahead of the August 8th opening in Penang. $ENVX @joceyreyes209"
X Link 2024-07-04T12:34Z [---] followers, [---] engagements
"@Cubs The whole season has been on his watch"
X Link 2024-07-04T19:31Z [---] followers, [----] engagements
"@FirstSquawk Samsung should get busy and get $ENVX signed up long term for many lines. @joceyreyes209"
X Link 2024-07-04T23:46Z [---] followers, [---] engagements
"$ENVX I wonder what kind of battery will be helping power the AI revolution. @rajtalluri UBS predicts the AI industry's revenue will grow at a 72% CAGR from $83B in [----] to $420B in [----]. The semiconductor ecosystem is complex but here is my simplification on my [--] favorite companies within this space -- ranked from most to least expensive based on [----] metrics👇 UBS predicts the AI industry's revenue will grow at a 72% CAGR from $83B in [----] to $420B in [----]. The semiconductor ecosystem is complex but here is my simplification on my [--] favorite companies within this space -- ranked from most"
X Link 2024-07-05T11:23Z [---] followers, [----] engagements
"@iamtomnash Take a look at $ENVX and everything they are doing. That will be another 100% plus one over the next year"
X Link 2024-07-05T12:58Z [---] followers, [----] engagements
"Gonna be fun. I bet we see multiple surprises too. Im keeping an eye on Motorola solutions Dell Google Garmin in addition to all the big phone makers. I cannot wait to see what unfolds but the appetite for these batteries is unlike anything we can even imagine. Malaysia will likely pay for lines [--] through [--] (heck maybe even [--] through [--] at this point). It will be more about how can we produce to the demand rather than lets produce and find demand"
X Link 2024-07-06T13:35Z [---] followers, [---] engagements
"$ENVX completely agree with our Vice President of Sales in Asia Pacific @joceyreyes209"
X Link 2024-07-06T14:46Z [---] followers, [----] engagements
"$ENVX $MSI I have looked more into Motorola Solutions Land Mobile Radio (LMR) and they are doing some fascinating work around LMR landing major US government contracts. In [----] LMR was the second biggest design win for $ENVX but it was never disclosed what company was helping with that design win (see slide [--] in the deck below). @rajtalluri was in Chicago recently potentially visiting Motorola Solutions. LMR is a major industry and would be a great development to see occur. @joceyreyes209 @mcinnes_danny any thoughts here Slide 22: Read this: Read this:"
X Link 2024-07-06T22:27Z [---] followers, [----] engagements
"Yes maam and I just saw the article you had posted with some of the key facts Its coming together more and more with us digging into this. I am in shock how big the two way radio market actually is. Ive done a deep dive and think we can own this market quickly as a low hanging fruit"
X Link 2024-07-07T02:49Z [---] followers, [---] engagements
"$ENVX excellent find here. This is pretty jaw dropping to read. It sounds like Enovix in this article and would make so much sense from @rajtalluri background at $QCOM. Please make this happen. @joceyreyes209 @mcinnes_danny @jawwwn_ $ENVX QualcommSnapdragon [--] Gen [--] Revolutionary Smartphone Chipset to Introduce Silicon Batteries and Lightning-Fast Memory Support https://t.co/C8qTjd6wk7 $ENVX QualcommSnapdragon [--] Gen [--] Revolutionary Smartphone Chipset to Introduce Silicon Batteries and Lightning-Fast Memory Support https://t.co/C8qTjd6wk7"
X Link 2024-07-07T10:50Z [---] followers, [----] engagements
"$ENVX if this happens this would like be some sort of joint venture like with Elentec. If so that paves the runway for all $QCOM customers since this will likely be a bun for package. Even more jaw dropping"
X Link 2024-07-07T10:54Z [---] followers, [---] engagements
"$ENVX @minsie66 Xiaomi is rumoured to have a temporary exclusive right for the snapdragon [--] gen [--] that competes with Apple a17 pro btw. It will be presented in october and will be powered necessarily by the Enovix Sylicon Battery. Everything finally fits #ENVX @minsie66 Xiaomi is rumoured to have a temporary exclusive right for the snapdragon [--] gen [--] that competes with Apple a17 pro btw. It will be presented in october and will be powered necessarily by the Enovix Sylicon Battery. Everything finally fits #ENVX"
X Link 2024-07-07T12:25Z [---] followers, [----] engagements
"@AlderLaneEggs And the paid enovix trolls were truly something too"
X Link 2024-07-07T16:18Z [---] followers, [---] engagements
"@bj_bj_bj @MachinistImprov Xiaomi seems like the first likely line that will feature $QCOM updated snapdragon and $ENVX batteries. Gonna be fun to see @rajtalluri"
X Link 2024-07-07T22:41Z [---] followers, [----] engagements
"@amitisinvesting Probably an $ENVX JV"
X Link 2024-07-09T12:36Z [---] followers, [---] engagements
"$ENVX more Samsung products that will need a better battery even though this has a seven day battery life. @rajtalluri @joceyreyes209 $Samsung launches the Galaxy Ring a first-of-its-kind product for the tech giant @CNBC https://t.co/fs7k4x440t $Samsung launches the Galaxy Ring a first-of-its-kind product for the tech giant @CNBC https://t.co/fs7k4x440t"
X Link 2024-07-10T13:10Z [---] followers, [----] engagements
"$ENVX more are short than ever before. GFLTA. @rajtalluri @joceyreyes209 @joceyreyes209 @davidorr_31 @eenLien @mcinnes_danny Short interest increased to nearly all time highs once again for $ENVX. Price was $15.50 on 6/28. A 138% move in [--] months and shorts still crowded as ever https://t.co/Bpjyuyt5x7 @joceyreyes209 @davidorr_31 @eenLien @mcinnes_danny Short interest increased to nearly all time highs once again for $ENVX. Price was $15.50 on 6/28. A 138% move in [--] months and shorts still crowded as ever https://t.co/Bpjyuyt5x7"
X Link 2024-07-10T20:08Z [---] followers, [---] engagements
"$ENVX $QCOM I am liking what our Vice President of sales in Asia Pacific is liking. @rajtalluri @joceyreyes209 @mcinnes_danny"
X Link 2024-07-10T23:07Z [---] followers, [----] engagements
"$ENVX and $DELL have a great ring to it and a history"
X Link 2024-07-12T14:17Z [---] followers, [---] engagements
"@minsie66 Yeah this is significant. Pairing these two and optimizing each technology is going to be a must have for any device that requires a chip. Silicon batteries plus Qualcomm chips can work together and will be great to see in action. Go @rajtalluri @jmalchow $ENVX"
X Link 2024-07-12T22:43Z [---] followers, [---] engagements
"@kcchris6 I think the earnings call gets us to mid twenties and we never look back from that. A truly pivotal moment for the company and a turning point"
X Link 2024-07-13T11:35Z [---] followers, [--] engagements
"@thexcapitalist Tier 2: @rajtalluri $ENVX and has the chance to get to tier [--] with his execution and contacts in the industry"
X Link 2024-07-13T16:12Z [---] followers, [---] engagements
"@JonahLupton @Cluster_6 @LxeonR @kremsnite $ENVX is worth it now imo. It still probably has a 10x move from here in the next five years"
X Link 2024-07-13T19:25Z [---] followers, [---] engagements
"$ENVX excited to see the $QCOM India event on July 30th. I wonder if their big surprise had to do with a partnership with a battery company to unlock the power of their chips for devices. https://www.gizchina.com/2024/07/12/qualcomm-to-reveal-exciting-tech-at-snapdragon-for-india-event/amp/ https://www.gizchina.com/2024/07/12/qualcomm-to-reveal-exciting-tech-at-snapdragon-for-india-event/amp/"
X Link 2024-07-13T21:51Z [---] followers, [----] engagements
"$ENVX @rajtalluri said on the Q4 [----] earnings call: With our product roadmap and our customer relations we are well positioned to enable the smartphone industry to really usher a new era of mobile computing. That new era has had the steps to be established for a long time but is actually here come 8/8 with the factory opening. https://finance.yahoo.com/news/enovix-corporation-nasdaq-envx-q4-144004051.html https://finance.yahoo.com/news/enovix-corporation-nasdaq-envx-q4-144004051.html"
X Link 2024-07-14T12:48Z [---] followers, [----] engagements
"$ENVX I would highly urge you to go back and look through the Q1 [----] earnings call as there was so much to it but here are a few main points that @rajtalluri made: 1.Gen2 Autoline FAT: Nearly completed FAT for the high-volume Gen2 Autoline achieving 95% yield in challenging processes like laser dicing and stacking. 2.Customer Engagement in Smartphone Market: Deep engagement with leading smartphone OEMs producing EX-1M battery samples in Fremont for initial testing targeting a [----] launch. 3.Development Agreement: Signed first development agreement with a top five smartphone OEM by volume"
X Link 2024-07-14T13:05Z [---] followers, [----] engagements
"Hey $ENVX supporters this came directly from the $QCOM Q1 conference call: As such we're accelerating our investments in solutions ecosystem and broad channel enablement to position ourselves for growth while we navigate the industry-wide inventory draw down. One key area of focus is to enable our customers to unlock the potential of gen AI at the enterprise using our chipset solutions. Does this sound familiar to what @rajtalluri has said If so its because it is: As consumers our expectations for on-device capabilities also will continue to grow. We want more pixel-rich displays the ability"
X Link 2024-07-14T13:20Z [---] followers, [----] engagements
"@treesandquiet @elonmusk @EnovixBatteries @Tesla That would incredible and it would only make sense. I hope that would be the case and these would for sure sell tens of millions per year. We could easily satisfy that need"
X Link 2024-07-14T17:25Z [---] followers, [--] engagements
"@mcinnes_danny @EnovixBatteries Thank you Danny What are your hopes for the earnings call this quarter I am hoping we land a purchase order from a phone OEM"
X Link 2024-07-14T22:17Z [---] followers, [---] engagements
"@banrube @rajtalluri I hope you are doing well and gonna be fun to see what happens through 8/8 and the earnings call in there"
X Link 2024-07-14T22:28Z [---] followers, [--] engagements
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