[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @doh_in In-Hwan Doh In-Hwan Doh posts on X about $envx, smartphone, raj, enovix the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::334318338/interactions)  - X Week XXXXXX +120% - X Month XXXXXXX +17% - X Months XXXXXXX +165% - X Year XXXXXXX +1,608% ### Mentions: XX [#](/creator/twitter::334318338/posts_active)  - X Week XX +25% - X Month XXX +73% - X Months XXX +196% - X Year XXX +3,378% ### Followers: XXX [#](/creator/twitter::334318338/followers)  - X Week XXX +5.90% - X Month XXX +20% - X Months XXX +65% - X Year XXX +115% ### CreatorRank: XXXXXXX [#](/creator/twitter::334318338/influencer_rank)  ### Social Influence [#](/creator/twitter::334318338/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$envx](/topic/$envx) #3, [smartphone](/topic/smartphone) 5.08%, [raj](/topic/raj) #1770, [enovix](/topic/enovix) #4, [samsung](/topic/samsung) #1029, [china](/topic/china) 2.54%, [xiaomi](/topic/xiaomi) 2.54%, [$6753t](/topic/$6753t) 2.54%, [korea](/topic/korea) #1017, [south korea](/topic/south-korea) #236 **Top accounts mentioned or mentioned by** [@eenlien](/creator/undefined) [@charlesland123](/creator/undefined) [@freedfish52](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@bagsehyeon64517](/creator/undefined) [@teslaart3](/creator/undefined) [@bleacherbum23](/creator/undefined) [@spenbaker](/creator/undefined) [@kcchris6](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@11savedbygrace](/creator/undefined) [@2percentisfair](/creator/undefined) [@michelnantel](/creator/undefined) [@banrube](/creator/undefined) [@latereaponder](/creator/undefined) [@seantoh](/creator/undefined) [@foldnow1984](/creator/undefined) [@tsundokuninja](/creator/undefined) [@lmcapital](/creator/undefined) [@ehhope3](/creator/undefined) **Top assets mentioned** [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [QuantumScape Corporation (QS)](/topic/$qs) ### Top Social Posts [#](/creator/twitter::334318338/posts) --- Top posts by engagements in the last XX hours "@eenLien @1_1savedbygrace Around 2021(or 2022 ) an engineer from Samsungs smartphone department appeared on a South Korean TV show and introduced ENVX. That was my first introduction to ENVX but at that time I didn't have much interest in it"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947171193909547023) 2025-07-21 05:46:03 UTC XXX followers, XXX engagements "@1_1savedbygrace @FreedFish52 $ENVX I believe Ryan Benton intervened in the price fluctuations yesterday. He might have bought shares early when the price dropped and sold them later as the price surged. For your reference I have included Rule 10b-18"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946160448350597509) 2025-07-18 10:49:43 UTC XXX followers, XXX engagements "@stefanpu13 @eenLien $ENVX discussions have so far focused mainly on Group XX and Sila Nano but the silicon-carbon anode landscape is far broaderespecially in China where 80+ companies are leading advancements. Heres an overview to widen the conversation"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946890279925207488) 2025-07-20 11:09:48 UTC XXX followers, XXX engagements "@charlesland123 @TESLAART3 @seantoh $ENVX AI-1 outclasses competitors' batteries in every aspect. As the NVDA of the battery sector AI-1 is poised to dominate the global smartphone battery market. If smartphone companies fail to secure AI-1 they will face elimination from market competition"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946607160626180286) 2025-07-19 16:24:47 UTC XXX followers, XXX engagements "$ENVX I conjecture this smartphone (Xiaomi 16) will be the first to adopt ENVX AI-1 battery. I solicit your feedbacks regarding this conjecture. Attached are news articles regarding Xiaomi 16"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945470336625148402) 2025-07-16 13:07:27 UTC XXX followers, 3087 engagements "@2percentisfair Agentic AI Ive heard of Generative AI but this is my first time to hear Agentic AI. Following the ENVX community on X has taught me a lot. Thanks a lot You are not X percent but XXX percent"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946463408603517343) 2025-07-19 06:53:34 UTC XXX followers, XX engagements "$ENVX I suspect the pre-market and early-session price decline is due to short-sellers exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those periods. This rule governs the $XX million repurchase program. Have a look at the Rule 10b-18"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946230529474670979) 2025-07-18 15:28:12 UTC XXX followers, 1332 engagements "@eenLien $ENVX Licensing deal with Samsung and a new factory in South Korea Triggered by Rajs sudden visit to South Korea I also cannot restrain myself from wild speculation. Heres a quick rundown of my X dots and how they might interrelate:"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946956934957154743) 2025-07-20 15:34:40 UTC XXX followers, 3407 engagements "@bb3nwtv @train9898 @bleacherbum23 @eenLien Thank you very much I found this news release which supports your information"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947159500848578841) 2025-07-21 04:59:36 UTC XXX followers, XXX engagements "@tomie168 @spenbaker To understand why $SLDP may benefit from $ENVX 3D architecture refer to this post shared by one of the best scientists in the ENVX community on X"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947272739976265808) 2025-07-21 12:29:34 UTC XXX followers, XXX engagements "$ENVX Short squeeze This is it Look at not just the price but also the volume. In less than XX minutes X million shares are vaporized"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945118597069857072) 2025-07-15 13:49:46 UTC XXX followers, 3238 engagements "@lm__capital @dksw #3 Given these factors Eos Energy will face significant challenges in increasing its market share. For your reference take a look at the downward trend in Enphase SP"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1934564803089162618) 2025-06-16 10:52:46 UTC XXX followers, XX engagements "$ENVX Regarding the relationship between warrant dividends and short-selling the practice of short-selling "doubles the demand for warrants"potentially triggering "a severe short-squeeze". For those new to ENVX a brief explanation is attached"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944254262663688641) 2025-07-13 04:35:13 UTC XXX followers, 3402 engagements "$ENVX on XX Julythe last transaction date for warrant entitlementswas very unusual. Typically a heavy trading volume is accompanied by sharp price movement in either direction. But despite a staggering XX million shares traded the SP barely moved closing just $XXXX lower"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945393266930933886) 2025-07-16 08:01:13 UTC XXX followers, 1126 engagements "@bleacherbum23 #1 Samsung Electronics does not make the batteries for its own smartphones. The components are sourced from battery manufacturers like Samsung SDI LG Energy Solution and TDK"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945360558813012246) 2025-07-16 05:51:14 UTC XXX followers, XXX engagements "$ENVX Honor Magic V5 achieves 901Wh/L energy density comparable to AI-1 using a dual battery pack (2130mAh + 3.97mAh). By splitting a single pack into two ED is significantly enhanced through better thermal management and reduced internal resistance"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945792457675055571) 2025-07-17 10:27:27 UTC XXX followers, XXX engagements "@ehhope3 These are my rough estimates drawn from a range of external evidence. I have intentionally kept the figures very conservative. The annual revenues generated from Xiaomi alone could exceed $X billion"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946229660498706661) 2025-07-18 15:24:44 UTC XXX followers, XXX engagements "@TESLAART3 @seantoh $ENVX #3 ATL and TDK might also supply batteries to Honor. The Qinghai Lake Battery produces an excellent battery with an energy density of approximately XXX Wh/L nearly matching the ENVX AI-1"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946520936091619694) 2025-07-19 10:42:10 UTC XXX followers, XXX engagements "@FI_JDH New to $ENVX Were glad youre hereplease help us keep things polite and positive"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946659114006032518) 2025-07-19 19:51:14 UTC XXX followers, XXX engagements "@FI_JDH #3. Therefore the ASP 24$ per pack (7350mAh) is a very conservative estimate"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946658158140899746) 2025-07-19 19:47:26 UTC XXX followers, XXX engagements "@kcchris6 @EnovixBurner $ENVX In terms of the HVM line yields I still think conservatively that Ajay has just reached the threshold of where the gross profit occurs (+80% yields) considering T J Rodgerss pragmatic view We still have a lot of work to do"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947186325117153591) 2025-07-21 06:46:11 UTC XXX followers, XXX engagements "@tomie168 @spenbaker SLDP is at least X years away from commercial success with its own HVM lines"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947268903681585343) 2025-07-21 12:14:19 UTC XXX followers, XX engagements "$ENVX I have a question regarding the relationship between warrant dividends and call options. Some argue that option traders will qualify for warrants even upon exercising call options AFTER the record date of July 17th. Is this assertion correct"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946059605353844778) 2025-07-18 04:09:00 UTC XXX followers, XXX engagements "@banrube @FI_JDH $ENVX The Average Selling Price for the AI-1 battery is still an open question. What's your estimate for the ASP of AI-1 I would be grateful if you could research it and let me know your insights"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946790249750990991) 2025-07-20 04:32:19 UTC XXX followers, XXX engagements "$ENVX I presume AI-1 possibly featured in Xiaomi XX will compete with the realme GT 10000mAh. The realme GT 10000mAh is expected to be released next year. Key specs include: (1) Energy Density 887Wh/L (2) XX% silicon anode"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945718186294612080) 2025-07-17 05:32:19 UTC XXX followers, 1052 engagements "@mcinnes_danny @kcchris6 @EnovixBurner #3 And Danny Chinese competitors produce silicon-carbon batteries with high energy density (880 Wh/L) nearly comparable to $ENVX"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947282875637743753) 2025-07-21 13:09:50 UTC XXX followers, XXX engagements "@spenbaker @mcinnes_danny Next-gen battery developers like $SLDP and $QS have seen sharp price increases recently. However based on my experience with $ENVX they seem to be at least two years away from successfully launching their HVM lines"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946165477547680132) 2025-07-18 11:09:42 UTC XXX followers, XXX engagements "@mcinnes_danny ENVX shared the headline A factory built FOR SCALE on LinkedIn underscoring the commitment to high-volume production and global growth"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945723973062590801) 2025-07-17 05:55:19 UTC XXX followers, XXX engagements "@eenLien I saw that video too. What influenced my decision to invest in ENVX wasnt just T J Rodgerss reputation as chair of ENPH but also romours regarding Samsungs potential acquisition of ENVX in early 2023"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946523999879712968) 2025-07-19 10:54:20 UTC XXX followers, XXX engagements "$ENVX AI-1: the first customer projected to generate a remarkable $XXXXX million in annual revenue"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946086557787750795) 2025-07-18 05:56:06 UTC XXX followers, 6544 engagements "@2percentisfair As the price climbs I notice a lot of new faces jumping in $ENVX. But some appear to know even less about battery tech than tech-newbies like me"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946448098160701551) 2025-07-19 05:52:44 UTC XXX followers, XXX engagements "@mcinnes_danny @kcchris6 @EnovixBurner #2 Even though the HVM line in Penang is simpler than nano-tolerance chip lines it will still require a significant amount of time and I don't believe yields under XX% are disastrous at this stage"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947245932653035909) 2025-07-21 10:43:03 UTC XXX followers, XXX engagements "$ENVX In a stunning reversal short sellers are crushed"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945868473982480643) 2025-07-17 15:29:31 UTC XXX followers, 2434 engagements "$ENVX A double-edged dilemma is beleaguering short sellers now that the last transaction date for securing warrant entitlements has passed"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945374321054245364) 2025-07-16 06:45:56 UTC XXX followers, 2678 engagements "$ENVX The estimated ASP for the AI-1 battery is currently a hot topic in the ENVX community on X. I estimate around $XX per pack (7350mAh). Whats your take Id appreciate your research and insight"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946804199687323941) 2025-07-20 05:27:45 UTC XXX followers, 1285 engagements "@TESLAART3 @seantoh $ENVX #2 Most major smartphone manufacturers rely on at least three battery suppliers. Sometimes the same smartphone model uses batteries from two different manufacturers"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946519548704027009) 2025-07-19 10:36:39 UTC XXX followers, XXX engagements "$ENVX Here's a brief summary to the recent share price performance of major global battery manufacturers"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947256935918841856) 2025-07-21 11:26:46 UTC XXX followers, 1905 engagements "$ENVX The analysts forecast ENVX to grow at a hyper XXX% pace in F2026 sustain the pace the following year and a solid triple-digit pace the next two years growing to over $X billion in sales by 2035 more than 6000% total growth"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945803152772747504) 2025-07-17 11:09:57 UTC XXX followers, 3759 engagements "@Foldnow1984 $ENVX AI-1 outclasses other batteries"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946608761122288045) 2025-07-19 16:31:09 UTC XXX followers, XXX engagements "$ENVX Somebody knows something. Two South Korean suppliers to ENVX have recently seen sharp price increases. Here are their one-month charts. (For those new to ENVX Elentec provides the battery pack and KOSES supplies laser equipment for Fab X in Malaysia.)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944615180954214837) 2025-07-14 04:29:22 UTC XXX followers, 5535 engagements "@charlesland123 @TESLAART3 @seantoh $ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. This is the FIXED timeline"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946614712273436948) 2025-07-19 16:54:48 UTC XXX followers, 1259 engagements "@ifreebirdie @eenLien $ENVX If the AI-1 battery supplies XX% of Samsungs annual demand approximately XX high-volume manufacturing lines would be requiredgenerating an estimated annual revenue reaching a staggering $XXX billion. To support this projection refer to the figure attached below"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946147207755022614) 2025-07-18 09:57:06 UTC XXX followers, 1181 engagements "@charlesland123 @Foldnow1984 AI-1 is just a new name for EX-1M. This is the FIXED timeline"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946617171842584663) 2025-07-19 17:04:34 UTC XXX followers, XX engagements "@Grimpler9 @eenLien expensive and hard to ramp up. totally agree"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947151001154355205) 2025-07-21 04:25:49 UTC XXX followers, XX engagements "$ENVX Ajay exclaimed Lets Rock the World and Joe declared the Fab is the Product but conservatively I want to interpret their exclamations as achieving XX% yields considering T J's pragmatic view We still have a lot of work to do. What do you think about HVM Line yields"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947182539761967266) 2025-07-21 06:31:09 UTC XXX followers, 1296 engagements "@TylerFumero I have a small question: the samplings will progress in X phases (A B C and D) and the D sampling will be the final validation before the high volume production with auto lines. Am I right (Thanks in advance.)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947193683633467789) 2025-07-21 07:15:25 UTC XXX followers, XX engagements "@mcinnes_danny @kcchris6 @EnovixBurner $ENVX #4 However to the best of my knowledge they either use nano-technologywhich is very expensive and difficult to scaleor rely on chemical binders which are weak to extreme temperatures and pose environmental risks due to their toxic components"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947283379247853636) 2025-07-21 13:11:51 UTC XXX followers, XXX engagements "$ENVX I see some overhasty expectation among ENVX mobs on X that a major purchase order will be announced this month or in the Q2 2025 earnings release. However Raj has emphasized that the final qualification will take about two months before the purchase order"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944724090075611210) 2025-07-14 11:42:08 UTC XXX followers, XXX engagements "$ENVX If ENVX secures XX% market share in the global smartphone market based on 2024's XXXX billion units sold worldwide it would translate to XXX million units. At $XX per pack (7350mAh) this would generate an annual revenue of $XXXX billion for ENVX"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946600502822862898) 2025-07-19 15:58:20 UTC XXX followers, 4674 engagements "@TechFuturistX This is what you call a stock promotion:"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946290945634558077) 2025-07-18 19:28:16 UTC XXX followers, XXX engagements "@1_1savedbygrace @eenLien I think T J Rodgers won't accept the buyout. He survived severe difficulties in early 2023 and now ENVX has overcome almost all hurdles"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947158395540390362) 2025-07-21 04:55:12 UTC XXX followers, XX engagements "@1_1savedbygrace @eenLien It was also rumoured that the Chairman of Samsung Lee Jae Yong visited ENVX and met Raj in November 2023 when APEC was held in San Francisco. (During that APEC summit Malaysian Prime Minister Anwar Ibrahim also met Raj and Ajay.)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947155521221677193) 2025-07-21 04:43:47 UTC XXX followers, XXX engagements "$ENVX For those new to ENVX heres a quick intro to battery structure. When Raj mentions an average selling price (ASP) of $1215 hes referring to the ASP per cell not per pack. And when he talks about 7350mAh that refers to the packs capacitynot the cells"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946295521385353256) 2025-07-18 19:46:27 UTC XXX followers, 1907 engagements "@CarolS062142810 $ENVX Ananda Baruah's success rate is nothing short of remarkable"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946813288442191986) 2025-07-20 06:03:52 UTC XXX followers, 2155 engagements "@banrube @FI_JDH $ENVX Another research suggests this price: $XX USD"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946794830228758656) 2025-07-20 04:50:31 UTC XXX followers, 1842 engagements "$ENVX supporters do not be duped by short sellers' shenanigans in the pre-market and early-session. They are exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those times. Have a look at Rule 10b-18 which governs the $XX million repurchase program"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947318810861547870) 2025-07-21 15:32:38 UTC XXX followers, 1900 engagements "@MichelNantel $ENVS Just as a small reference pointGroup XX and Sila Nano are only two among numerous silicon-carbon anode developers. From what I understand China alone has over XX companies working in this sector"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946881929904869701) 2025-07-20 10:36:38 UTC XXX followers, XXX engagements "I hope this summary will help $ENVX supporters broaden their global perspective. To avoid being trapped in tunnel vision we should always consider competitors in China and South Korea"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947258331296403779) 2025-07-21 11:32:19 UTC XXX followers, XXX engagements "@eenLien @1_1savedbygrace The meeting between Samsung and $ENVX during 2023 APEC is not just rumour but almost certain fact. I think Raj has had strong relationship with Samsung ever since he led Snapdragon project. And I strongly believe Samsung has kept a close eye on the progress of ENVX all the while"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1947166977061216369) 2025-07-21 05:29:18 UTC XXX followers, XXX engagements
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@doh_in In-Hwan Doh
In-Hwan Doh posts on X about $envx, smartphone, raj, enovix the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +120%
- X Month XXXXXXX +17%
- X Months XXXXXXX +165%
- X Year XXXXXXX +1,608%
Mentions: XX #
- X Week XX +25%
- X Month XXX +73%
- X Months XXX +196%
- X Year XXX +3,378%
Followers: XXX #
- X Week XXX +5.90%
- X Month XXX +20%
- X Months XXX +65%
- X Year XXX +115%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXX% finance XXXX% countries XXXX% social networks XXXX% currencies XXXX%
Social topic influence $envx #3, smartphone 5.08%, raj #1770, enovix #4, samsung #1029, china 2.54%, xiaomi 2.54%, $6753t 2.54%, korea #1017, south korea #236
Top accounts mentioned or mentioned by @eenlien @charlesland123 @freedfish52 @rocketpenguin75 @bagsehyeon64517 @teslaart3 @bleacherbum23 @spenbaker @kcchris6 @mcinnesdanny @11savedbygrace @2percentisfair @michelnantel @banrube @latereaponder @seantoh @foldnow1984 @tsundokuninja @lmcapital @ehhope3
Top assets mentioned Enovix Corporation Common Stock (ENVX) QuantumScape Corporation (QS)
Top Social Posts #
Top posts by engagements in the last XX hours
"@eenLien @1_1savedbygrace Around 2021(or 2022 ) an engineer from Samsungs smartphone department appeared on a South Korean TV show and introduced ENVX. That was my first introduction to ENVX but at that time I didn't have much interest in it"
@doh_in on X 2025-07-21 05:46:03 UTC XXX followers, XXX engagements
"@1_1savedbygrace @FreedFish52 $ENVX I believe Ryan Benton intervened in the price fluctuations yesterday. He might have bought shares early when the price dropped and sold them later as the price surged. For your reference I have included Rule 10b-18" @doh_in on X 2025-07-18 10:49:43 UTC XXX followers, XXX engagements
"@stefanpu13 @eenLien $ENVX discussions have so far focused mainly on Group XX and Sila Nano but the silicon-carbon anode landscape is far broaderespecially in China where 80+ companies are leading advancements. Heres an overview to widen the conversation" @doh_in on X 2025-07-20 11:09:48 UTC XXX followers, XXX engagements
"@charlesland123 @TESLAART3 @seantoh $ENVX AI-1 outclasses competitors' batteries in every aspect. As the NVDA of the battery sector AI-1 is poised to dominate the global smartphone battery market. If smartphone companies fail to secure AI-1 they will face elimination from market competition" @doh_in on X 2025-07-19 16:24:47 UTC XXX followers, XXX engagements
"$ENVX I conjecture this smartphone (Xiaomi 16) will be the first to adopt ENVX AI-1 battery. I solicit your feedbacks regarding this conjecture. Attached are news articles regarding Xiaomi 16" @doh_in on X 2025-07-16 13:07:27 UTC XXX followers, 3087 engagements
"@2percentisfair Agentic AI Ive heard of Generative AI but this is my first time to hear Agentic AI. Following the ENVX community on X has taught me a lot. Thanks a lot You are not X percent but XXX percent" @doh_in on X 2025-07-19 06:53:34 UTC XXX followers, XX engagements
"$ENVX I suspect the pre-market and early-session price decline is due to short-sellers exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those periods. This rule governs the $XX million repurchase program. Have a look at the Rule 10b-18" @doh_in on X 2025-07-18 15:28:12 UTC XXX followers, 1332 engagements
"@eenLien $ENVX Licensing deal with Samsung and a new factory in South Korea Triggered by Rajs sudden visit to South Korea I also cannot restrain myself from wild speculation. Heres a quick rundown of my X dots and how they might interrelate:" @doh_in on X 2025-07-20 15:34:40 UTC XXX followers, 3407 engagements
"@bb3nwtv @train9898 @bleacherbum23 @eenLien Thank you very much I found this news release which supports your information" @doh_in on X 2025-07-21 04:59:36 UTC XXX followers, XXX engagements
"@tomie168 @spenbaker To understand why $SLDP may benefit from $ENVX 3D architecture refer to this post shared by one of the best scientists in the ENVX community on X" @doh_in on X 2025-07-21 12:29:34 UTC XXX followers, XXX engagements
"$ENVX Short squeeze This is it Look at not just the price but also the volume. In less than XX minutes X million shares are vaporized" @doh_in on X 2025-07-15 13:49:46 UTC XXX followers, 3238 engagements
"@lm__capital @dksw #3 Given these factors Eos Energy will face significant challenges in increasing its market share. For your reference take a look at the downward trend in Enphase SP" @doh_in on X 2025-06-16 10:52:46 UTC XXX followers, XX engagements
"$ENVX Regarding the relationship between warrant dividends and short-selling the practice of short-selling "doubles the demand for warrants"potentially triggering "a severe short-squeeze". For those new to ENVX a brief explanation is attached" @doh_in on X 2025-07-13 04:35:13 UTC XXX followers, 3402 engagements
"$ENVX on XX Julythe last transaction date for warrant entitlementswas very unusual. Typically a heavy trading volume is accompanied by sharp price movement in either direction. But despite a staggering XX million shares traded the SP barely moved closing just $XXXX lower" @doh_in on X 2025-07-16 08:01:13 UTC XXX followers, 1126 engagements
"@bleacherbum23 #1 Samsung Electronics does not make the batteries for its own smartphones. The components are sourced from battery manufacturers like Samsung SDI LG Energy Solution and TDK" @doh_in on X 2025-07-16 05:51:14 UTC XXX followers, XXX engagements
"$ENVX Honor Magic V5 achieves 901Wh/L energy density comparable to AI-1 using a dual battery pack (2130mAh + 3.97mAh). By splitting a single pack into two ED is significantly enhanced through better thermal management and reduced internal resistance" @doh_in on X 2025-07-17 10:27:27 UTC XXX followers, XXX engagements
"@ehhope3 These are my rough estimates drawn from a range of external evidence. I have intentionally kept the figures very conservative. The annual revenues generated from Xiaomi alone could exceed $X billion" @doh_in on X 2025-07-18 15:24:44 UTC XXX followers, XXX engagements
"@TESLAART3 @seantoh $ENVX #3 ATL and TDK might also supply batteries to Honor. The Qinghai Lake Battery produces an excellent battery with an energy density of approximately XXX Wh/L nearly matching the ENVX AI-1" @doh_in on X 2025-07-19 10:42:10 UTC XXX followers, XXX engagements
"@FI_JDH New to $ENVX Were glad youre hereplease help us keep things polite and positive" @doh_in on X 2025-07-19 19:51:14 UTC XXX followers, XXX engagements
"@FI_JDH #3. Therefore the ASP 24$ per pack (7350mAh) is a very conservative estimate" @doh_in on X 2025-07-19 19:47:26 UTC XXX followers, XXX engagements
"@kcchris6 @EnovixBurner $ENVX In terms of the HVM line yields I still think conservatively that Ajay has just reached the threshold of where the gross profit occurs (+80% yields) considering T J Rodgerss pragmatic view We still have a lot of work to do" @doh_in on X 2025-07-21 06:46:11 UTC XXX followers, XXX engagements
"@tomie168 @spenbaker SLDP is at least X years away from commercial success with its own HVM lines" @doh_in on X 2025-07-21 12:14:19 UTC XXX followers, XX engagements
"$ENVX I have a question regarding the relationship between warrant dividends and call options. Some argue that option traders will qualify for warrants even upon exercising call options AFTER the record date of July 17th. Is this assertion correct" @doh_in on X 2025-07-18 04:09:00 UTC XXX followers, XXX engagements
"@banrube @FI_JDH $ENVX The Average Selling Price for the AI-1 battery is still an open question. What's your estimate for the ASP of AI-1 I would be grateful if you could research it and let me know your insights" @doh_in on X 2025-07-20 04:32:19 UTC XXX followers, XXX engagements
"$ENVX I presume AI-1 possibly featured in Xiaomi XX will compete with the realme GT 10000mAh. The realme GT 10000mAh is expected to be released next year. Key specs include: (1) Energy Density 887Wh/L (2) XX% silicon anode" @doh_in on X 2025-07-17 05:32:19 UTC XXX followers, 1052 engagements
"@mcinnes_danny @kcchris6 @EnovixBurner #3 And Danny Chinese competitors produce silicon-carbon batteries with high energy density (880 Wh/L) nearly comparable to $ENVX" @doh_in on X 2025-07-21 13:09:50 UTC XXX followers, XXX engagements
"@spenbaker @mcinnes_danny Next-gen battery developers like $SLDP and $QS have seen sharp price increases recently. However based on my experience with $ENVX they seem to be at least two years away from successfully launching their HVM lines" @doh_in on X 2025-07-18 11:09:42 UTC XXX followers, XXX engagements
"@mcinnes_danny ENVX shared the headline A factory built FOR SCALE on LinkedIn underscoring the commitment to high-volume production and global growth" @doh_in on X 2025-07-17 05:55:19 UTC XXX followers, XXX engagements
"@eenLien I saw that video too. What influenced my decision to invest in ENVX wasnt just T J Rodgerss reputation as chair of ENPH but also romours regarding Samsungs potential acquisition of ENVX in early 2023" @doh_in on X 2025-07-19 10:54:20 UTC XXX followers, XXX engagements
"$ENVX AI-1: the first customer projected to generate a remarkable $XXXXX million in annual revenue" @doh_in on X 2025-07-18 05:56:06 UTC XXX followers, 6544 engagements
"@2percentisfair As the price climbs I notice a lot of new faces jumping in $ENVX. But some appear to know even less about battery tech than tech-newbies like me" @doh_in on X 2025-07-19 05:52:44 UTC XXX followers, XXX engagements
"@mcinnes_danny @kcchris6 @EnovixBurner #2 Even though the HVM line in Penang is simpler than nano-tolerance chip lines it will still require a significant amount of time and I don't believe yields under XX% are disastrous at this stage" @doh_in on X 2025-07-21 10:43:03 UTC XXX followers, XXX engagements
"$ENVX In a stunning reversal short sellers are crushed" @doh_in on X 2025-07-17 15:29:31 UTC XXX followers, 2434 engagements
"$ENVX A double-edged dilemma is beleaguering short sellers now that the last transaction date for securing warrant entitlements has passed" @doh_in on X 2025-07-16 06:45:56 UTC XXX followers, 2678 engagements
"$ENVX The estimated ASP for the AI-1 battery is currently a hot topic in the ENVX community on X. I estimate around $XX per pack (7350mAh). Whats your take Id appreciate your research and insight" @doh_in on X 2025-07-20 05:27:45 UTC XXX followers, 1285 engagements
"@TESLAART3 @seantoh $ENVX #2 Most major smartphone manufacturers rely on at least three battery suppliers. Sometimes the same smartphone model uses batteries from two different manufacturers" @doh_in on X 2025-07-19 10:36:39 UTC XXX followers, XXX engagements
"$ENVX Here's a brief summary to the recent share price performance of major global battery manufacturers" @doh_in on X 2025-07-21 11:26:46 UTC XXX followers, 1905 engagements
"$ENVX The analysts forecast ENVX to grow at a hyper XXX% pace in F2026 sustain the pace the following year and a solid triple-digit pace the next two years growing to over $X billion in sales by 2035 more than 6000% total growth" @doh_in on X 2025-07-17 11:09:57 UTC XXX followers, 3759 engagements
"@Foldnow1984 $ENVX AI-1 outclasses other batteries" @doh_in on X 2025-07-19 16:31:09 UTC XXX followers, XXX engagements
"$ENVX Somebody knows something. Two South Korean suppliers to ENVX have recently seen sharp price increases. Here are their one-month charts. (For those new to ENVX Elentec provides the battery pack and KOSES supplies laser equipment for Fab X in Malaysia.)" @doh_in on X 2025-07-14 04:29:22 UTC XXX followers, 5535 engagements
"@charlesland123 @TESLAART3 @seantoh $ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. This is the FIXED timeline" @doh_in on X 2025-07-19 16:54:48 UTC XXX followers, 1259 engagements
"@ifreebirdie @eenLien $ENVX If the AI-1 battery supplies XX% of Samsungs annual demand approximately XX high-volume manufacturing lines would be requiredgenerating an estimated annual revenue reaching a staggering $XXX billion. To support this projection refer to the figure attached below" @doh_in on X 2025-07-18 09:57:06 UTC XXX followers, 1181 engagements
"@charlesland123 @Foldnow1984 AI-1 is just a new name for EX-1M. This is the FIXED timeline" @doh_in on X 2025-07-19 17:04:34 UTC XXX followers, XX engagements
"@Grimpler9 @eenLien expensive and hard to ramp up. totally agree" @doh_in on X 2025-07-21 04:25:49 UTC XXX followers, XX engagements
"$ENVX Ajay exclaimed Lets Rock the World and Joe declared the Fab is the Product but conservatively I want to interpret their exclamations as achieving XX% yields considering T J's pragmatic view We still have a lot of work to do. What do you think about HVM Line yields" @doh_in on X 2025-07-21 06:31:09 UTC XXX followers, 1296 engagements
"@TylerFumero I have a small question: the samplings will progress in X phases (A B C and D) and the D sampling will be the final validation before the high volume production with auto lines. Am I right (Thanks in advance.)" @doh_in on X 2025-07-21 07:15:25 UTC XXX followers, XX engagements
"@mcinnes_danny @kcchris6 @EnovixBurner $ENVX #4 However to the best of my knowledge they either use nano-technologywhich is very expensive and difficult to scaleor rely on chemical binders which are weak to extreme temperatures and pose environmental risks due to their toxic components" @doh_in on X 2025-07-21 13:11:51 UTC XXX followers, XXX engagements
"$ENVX I see some overhasty expectation among ENVX mobs on X that a major purchase order will be announced this month or in the Q2 2025 earnings release. However Raj has emphasized that the final qualification will take about two months before the purchase order" @doh_in on X 2025-07-14 11:42:08 UTC XXX followers, XXX engagements
"$ENVX If ENVX secures XX% market share in the global smartphone market based on 2024's XXXX billion units sold worldwide it would translate to XXX million units. At $XX per pack (7350mAh) this would generate an annual revenue of $XXXX billion for ENVX" @doh_in on X 2025-07-19 15:58:20 UTC XXX followers, 4674 engagements
"@TechFuturistX This is what you call a stock promotion:" @doh_in on X 2025-07-18 19:28:16 UTC XXX followers, XXX engagements
"@1_1savedbygrace @eenLien I think T J Rodgers won't accept the buyout. He survived severe difficulties in early 2023 and now ENVX has overcome almost all hurdles" @doh_in on X 2025-07-21 04:55:12 UTC XXX followers, XX engagements
"@1_1savedbygrace @eenLien It was also rumoured that the Chairman of Samsung Lee Jae Yong visited ENVX and met Raj in November 2023 when APEC was held in San Francisco. (During that APEC summit Malaysian Prime Minister Anwar Ibrahim also met Raj and Ajay.)" @doh_in on X 2025-07-21 04:43:47 UTC XXX followers, XXX engagements
"$ENVX For those new to ENVX heres a quick intro to battery structure. When Raj mentions an average selling price (ASP) of $1215 hes referring to the ASP per cell not per pack. And when he talks about 7350mAh that refers to the packs capacitynot the cells" @doh_in on X 2025-07-18 19:46:27 UTC XXX followers, 1907 engagements
"@CarolS062142810 $ENVX Ananda Baruah's success rate is nothing short of remarkable" @doh_in on X 2025-07-20 06:03:52 UTC XXX followers, 2155 engagements
"@banrube @FI_JDH $ENVX Another research suggests this price: $XX USD" @doh_in on X 2025-07-20 04:50:31 UTC XXX followers, 1842 engagements
"$ENVX supporters do not be duped by short sellers' shenanigans in the pre-market and early-session. They are exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those times. Have a look at Rule 10b-18 which governs the $XX million repurchase program" @doh_in on X 2025-07-21 15:32:38 UTC XXX followers, 1900 engagements
"@MichelNantel $ENVS Just as a small reference pointGroup XX and Sila Nano are only two among numerous silicon-carbon anode developers. From what I understand China alone has over XX companies working in this sector" @doh_in on X 2025-07-20 10:36:38 UTC XXX followers, XXX engagements
"I hope this summary will help $ENVX supporters broaden their global perspective. To avoid being trapped in tunnel vision we should always consider competitors in China and South Korea" @doh_in on X 2025-07-21 11:32:19 UTC XXX followers, XXX engagements
"@eenLien @1_1savedbygrace The meeting between Samsung and $ENVX during 2023 APEC is not just rumour but almost certain fact. I think Raj has had strong relationship with Samsung ever since he led Snapdragon project. And I strongly believe Samsung has kept a close eye on the progress of ENVX all the while" @doh_in on X 2025-07-21 05:29:18 UTC XXX followers, XXX engagements