# ![@doh_in Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::334318338.png) @doh_in Philosopher's Aside

Philosopher's Aside posts on X about $envx, enovix, $ampx, the first the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::334318338/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::334318338/c:line/m:interactions.svg)

- [--] Week [---] +66%
- [--] Month [-----] +45%
- [--] Months [-------] -47%
- [--] Year [-------] +200%

### Mentions: [--] [#](/creator/twitter::334318338/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::334318338/c:line/m:posts_active.svg)

- [--] Months [---] -43%
- [--] Year [-----] +207%

### Followers: [---] [#](/creator/twitter::334318338/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::334318338/c:line/m:followers.svg)

- [--] Week [---] +0.75%
- [--] Month [---] +1.10%
- [--] Months [---] +2.70%
- [--] Year [---] +79%

### CreatorRank: [---------] [#](/creator/twitter::334318338/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::334318338/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  88.46% [finance](/list/finance)  26.92% [technology brands](/list/technology-brands)  16.35% [countries](/list/countries)  5.77% [social networks](/list/social-networks)  0.96%

**Social topic influence**
[$envx](/topic/$envx) #6, [enovix](/topic/enovix) #7, [$ampx](/topic/$ampx) #7, [the first](/topic/the-first) 6.73%, [to the](/topic/to-the) 5.77%, [growth](/topic/growth) 4.81%, [at least](/topic/at-least) 4.81%, [company](/topic/company) 4.81%, [samsung](/topic/samsung) 4.81%, [strong](/topic/strong) 3.85%

**Top accounts mentioned or mentioned by**
[@eenlien](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@thecaustik](/creator/undefined) [@taubamush](/creator/undefined) [@sukhvinderbird](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@5to9mj](/creator/undefined) [@ccocke69](/creator/undefined) [@enovixbatteries](/creator/undefined) [@jamesmclaire](/creator/undefined) [@apestrong1122](/creator/undefined) [@bullstkpicks](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@bleacherbum23](/creator/undefined) [@nftlunatic](/creator/undefined) [@7aboob411](/creator/undefined) [@rajtalluri](/creator/undefined) [@yahoofinanceau](/creator/undefined) [@fifthace3](/creator/undefined)

**Top assets mentioned**
[Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Enphase Energy Inc (ENPH)](/topic/$enph) [Honeywell International Inc (HON)](/topic/honeywell) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JamesMclaire @ApeStrong1122 So glad to hear the good news about $ENPH. I closed my position long ago but I am sincerely wishing for its successful comeback"  
[X Link](https://x.com/doh_in/status/2020133171841429757)  2026-02-07T13:50Z [---] followers, [--] engagements


"@SJCapitalInvest Berzelius was once AMPX's subsidiary founded in Nanjing by former CEO Kang Sun. The core technology for silicon anodes remains owned by $AMPX. To prepare for risks related to China AMPX has already completed all preparations for alternative production in South Korea"  
[X Link](https://x.com/doh_in/status/2020854937693941900)  2026-02-09T13:38Z [---] followers, [---] engagements


"@5to9_MJ Thanks Id like to add an important point: positive EBITDA will be achieved not in [----] but much earlierin the 1st quarter of [----]. In fact there is a strong likelihood that $AMPX will announce having reached positive EBITDA as early as the upcoming Q4 [----] earnings release"  
[X Link](https://x.com/doh_in/status/2021076033466925142)  2026-02-10T04:17Z [---] followers, [---] engagements


"@5to9_MJ To address USChina trade tensions $AMPX has established partnerships in South Korea. Even if Berzelius experiences disruptions in supplying silicon anodes Ampriuss battery production will remain unaffected"  
[X Link](https://x.com/doh_in/status/2021188540453790118)  2026-02-10T11:44Z [---] followers, [---] engagements


"@SJCapitalInvest I like your investment philosophy. Creative destruction and innovation are the driving forces of capitalism. I want to invest in the very engine that powers capitalism.😅"  
[X Link](https://x.com/doh_in/status/2021993910856462637)  2026-02-12T17:04Z [---] followers, [--] engagements


"@ccocke69 @SukhvinderBird This conversation is solely for entertainment with no real-world gravity or seriousness attached"  
[X Link](https://x.com/doh_in/status/2022558390161998043)  2026-02-14T06:27Z [---] followers, [--] engagements


"$ENVX The completion of the SAT in the HVM line is confirmed by the RSU awards granted to Dato Ajay Marathe. (Amount: [------] on [--] January 2025). https://ir.enovix.com/node/11311/html https://ir.enovix.com/node/11311/html"  
[X Link](https://x.com/doh_in/status/1876853658857492975)  2025-01-08T04:49Z [---] followers, [----] engagements


"$ENVX I anticipate that any press release announcing further JDAs with smartphone customers will immediately lead ENVX expanding to multiple HVM lines. To support my anticipation I attach Raj's comments during the 1Q [----] earnings call"  
[X Link](https://x.com/doh_in/status/1920880337434898784)  2025-05-09T16:35Z [---] followers, [----] engagements


"@eenLien @Bullstkpicks @RocketPenguin75 @EnovixBatteries $ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. I am Not Uncertain"  
[X Link](https://x.com/doh_in/status/1940017740062106058)  2025-07-01T12:00Z [---] followers, [----] engagements


"$ENVX Short squeeze This is it Look at not just the price but also the volume. In less than [--] minutes [--] million shares are vaporized"  
[X Link](https://x.com/doh_in/status/1945118597069857072)  2025-07-15T13:49Z [---] followers, [----] engagements


"$ENVX A double-edged dilemma is beleaguering short sellers now that the last transaction date for securing warrant entitlements has passed"  
[X Link](https://x.com/doh_in/status/1945374321054245364)  2025-07-16T06:45Z [---] followers, [----] engagements


"$ENVX may already be producing approximately [--] million cells per month including output from the Agility HVM and ENVX Korea. Raj may project Q3 revenue around $30 millionnearly 320% above the Streets $7.16 million estimate. What do you expect regarding Q3 revenue guidance"  
[X Link](https://x.com/doh_in/status/1947605633232261141)  2025-07-22T10:32Z [---] followers, [----] engagements


"$ENVX This expected revenue growth isnt just impressive its explosive exponential and utterly transformative. That is is precisely why Raj and Ryan keep calling it "Inflection Point.""  
[X Link](https://x.com/doh_in/status/1947695224106729764)  2025-07-22T16:28Z [---] followers, [----] engagements


"$ENVX Poor retail investorsbefore you rush to sell ENVX at least take a moment to notice that Wall Street analysts are raising their price targets. $ENVX 👇 https://t.co/s0kUQfQ8Wc $ENVX 👇 https://t.co/s0kUQfQ8Wc"  
[X Link](https://x.com/doh_in/status/1951300321977966686)  2025-08-01T15:13Z [---] followers, [----] engagements


"$ENVX The 2nd HVM line in Penang is to be built for the 2nd smartphone customer. The conversation between Jeff Osborne and Ryan may come across as somewhat confusing but their Q&A clearly highlights the link between the HVM Line [--] and the smartphone customer [--]. (Q2 ER 2025)"  
[X Link](https://x.com/doh_in/status/1951659754763567504)  2025-08-02T15:02Z [---] followers, [----] engagements


"$ENVX Some investors still associate with Greg and his group passing along their rumors in ENVX community on X. Some may listen to balance their position but keep in mind Greg and his nasty group are deeply biased driven by personal resentment toward ENVX and T J Rodgers"  
[X Link](https://x.com/doh_in/status/1952256849195229321)  2025-08-04T06:34Z [---] followers, [----] engagements


"@bleacherbum23 $ENVX Even bullish investors might view Ananda Baruahs $100 price target from Loop Capital as overly ambitious. However its worth noting that Ananda is ranked among Wall Streets top-performing analysts with a success rate that speaks for itself"  
[X Link](https://x.com/doh_in/status/1957380537011900885)  2025-08-18T09:54Z [---] followers, [----] engagements


"@mcinnes_danny Heres a comparison between the timeline Raj proposed and the one $ENVX actually achieved after the Grand Opening last August. By all accounts I think thats an impressively accurate execution"  
[X Link](https://x.com/doh_in/status/1959994344091611567)  2025-08-25T15:00Z [---] followers, [----] engagements


"@TheCaustik @Kaizen_Investor $AMPX 56.84% of the outstanding shares are owned by institutions"  
[X Link](https://x.com/doh_in/status/2023039480249335841)  2026-02-15T14:19Z [---] followers, [--] engagements


"@SukhvinderBird What I meant was this: the collaboration between Quanta Computer and Rigetti Computing. https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-announces-strategic-collaboration-agreement https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-announces-strategic-collaboration-agreement"  
[X Link](https://x.com/doh_in/status/2022251965208813597)  2026-02-13T10:10Z [---] followers, [--] engagements


"@NFTLunatic $AMPX is expected to achieve positive EBITDA in a couple of quarters too. Take a look at the excerpt below from the Q3 [----] earnings call"  
[X Link](https://x.com/doh_in/status/2022580642215760347)  2026-02-14T07:56Z [---] followers, [---] engagements


"@TheCaustik @Kaizen_Investor $AMPX is expected to achieve positive EBITDA in a couple of quarters. (Take a look at the excerpt below from the Q3 [----] earnings call.)"  
[X Link](https://x.com/doh_in/status/2023040491110252693)  2026-02-15T14:23Z [---] followers, [--] engagements


"@TheCaustik @Kaizen_Investor $AMPX in accordance with its tradition does not provide forward guidance in its quarterly earnings announcements unlike other listed companies"  
[X Link](https://x.com/doh_in/status/2023041612264382662)  2026-02-15T14:28Z [---] followers, [--] engagements


"$ENVX We are reaching a critical inflection point. (Raj during the Special Presentation on [--] July 2025)"  
[X Link](https://x.com/anyuser/status/1944630511898370408)  2025-07-14T05:30Z [---] followers, [----] engagements


"$ENVX In a stunning reversal short sellers are crushed"  
[X Link](https://x.com/anyuser/status/1945868473982480643)  2025-07-17T15:29Z [---] followers, [----] engagements


"$ENVX AI-1: the first customer projected to generate a remarkable $811.2 million in annual revenue"  
[X Link](https://x.com/anyuser/status/1946086557787750795)  2025-07-18T05:56Z [---] followers, [----] engagements


"@7aboob411 Well done Trade . . . In addition both the CEO and CFO of $ENVX reiterated that this is the Inflection Point in terms of derisking mass production commercial success and exponential growth"  
[X Link](https://x.com/doh_in/status/1949051314778124598)  2025-07-26T10:16Z [---] followers, 12.3K engagements


"$ENVX #1. Following yesterdays earnings call during which CFO Ryan revealed that $34 million worth of warrants had already been exercised $ENVXW is now trading at a significant premium"  
[X Link](https://x.com/doh_in/status/1951367851652292841)  2025-08-01T19:42Z [---] followers, [----] engagements


"$ENVX Raj delivered a powerful signal that ENVX has officially secured a JDA with Honeywell to develop next-generation handheld computer batteriesa landmark partnership that positions ENVX at the forefront of industrial innovation. (the Q2 Earnings Call on July [--] 2025)"  
[X Link](https://x.com/anyuser/status/1951629746401681688)  2025-08-02T13:02Z [---] followers, [----] engagements


"@mcinnes_danny $ENVX Danny requested the source of the timeline proposed by Raj. To verify Rajs statements excerpts from the Q2 [----] to Q1 [----] earnings conferences are provided below"  
[X Link](https://x.com/anyuser/status/1960189942791061770)  2025-08-26T03:57Z [---] followers, 10.3K engagements


"$ENVX I came across a business news. Elentec a South Korean battery pack company announced on June 22nd that it signed a Memorandum of Understanding (MOU) with ENVX. Here's the link (unfortunately no English version available): https://www.thelec.kr/news/articleView.htmlidxno=28721 https://www.thelec.kr/news/articleView.htmlidxno=28721"  
[X Link](https://x.com/doh_in/status/1805643063240380762)  2024-06-25T16:43Z [---] followers, [----] engagements


"@eenLien This article highlights an interesting fact: Mirae Asset a South Korean investment firm dramatically increased its position in ENVX by 2228%. This massive increase hints an unmistakable link between ENVXs batteries and the South Korean smartphone giant Samsung Electronics"  
[X Link](https://x.com/doh_in/status/1806591065925062748)  2024-06-28T07:30Z [---] followers, [----] engagements


"$ENVX In a monumental feat for the battery industry ENVX emerges as the first innovator to successfully achieve HVM for its next-generation batteries: https://ir.enovix.com/news-releases/news-release-details/enovix-hold-grand-opening-malaysia-factory-august-8-2024 https://ir.enovix.com/news-releases/news-release-details/enovix-hold-grand-opening-malaysia-factory-august-8-2024"  
[X Link](https://x.com/doh_in/status/1808548526240248106)  2024-07-03T17:09Z [---] followers, [----] engagements


"$ENVX As one tweeter indicated the Grand Opening Day of ENVX on 8/8/8 (8 August 2024; please consider 2+0+2+4=8) has a special meaning in East Asian culture where the Confucian tradition remains strong"  
[X Link](https://x.com/doh_in/status/1808800230600757749)  2024-07-04T09:49Z [---] followers, [----] engagements


"$ENVX An important message for ENVX supporters A tweet from Malaysia says funding won't be a hurdle for expanding HVM lines. This is a great relief for those who are concerned about future funding. It says 'Money for scale will never be a problem.' @eenLien @mcinnes_danny In Malaysia if there are business and huge order coming money is never a problem in setting up the manufacturing lines. especially when Enovix have the Government's special attention. @eenLien @mcinnes_danny In Malaysia if there are business and huge order coming money is never a problem in setting up the manufacturing"  
[X Link](https://x.com/doh_in/status/1809176879825625250)  2024-07-05T10:45Z [---] followers, [----] engagements


"$ENVX Someone shouts to my novice ears "The dam is about to burst Buckle up folks the short squeeze tidal wave is coming.""  
[X Link](https://x.com/doh_in/status/1810286216010674438)  2024-07-08T12:14Z [---] followers, [----] engagements


"Dear fellow supporters let us recognize ENVX is not merely one of many foreign companies situated in Malaysia. Rather it stands as a representative of the success achieved by Malaysian Prime Minister Anwar Ibrahim in attracting an innovative international company to his nation"  
[X Link](https://x.com/doh_in/status/1812804525629354332)  2024-07-15T11:00Z [---] followers, [----] engagements


"$ENVX Over the past two years of investing in ENVX I've concluded that the best strategy for weathering market fluctuations is steady ACCUMULATION and patient WAITING"  
[X Link](https://x.com/doh_in/status/1816740619425075248)  2024-07-26T07:41Z [---] followers, [----] engagements


"$ENVX I think some investors' misgivings (including myself) about Fab 2s Yields stem not from the facts but from our own hasty expectations and impatience"  
[X Link](https://x.com/doh_in/status/1820010672429936645)  2024-08-04T08:15Z [---] followers, [----] engagements


"$ENVX Customers of the batteries largely concluded that Enovix is on the right path to hit yield/throughput expectations. We see Enovix announcing a platform qualification within the next [--] months. $ENVX @mcinnes_danny @rajtalluri @EnovixBatteries Cantors note of their visit to Penang https://t.co/RUghl7gmD6 $ENVX @mcinnes_danny @rajtalluri @EnovixBatteries Cantors note of their visit to Penang https://t.co/RUghl7gmD6"  
[X Link](https://x.com/doh_in/status/1821563287450038476)  2024-08-08T15:05Z [---] followers, [----] engagements


"$ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage. $ENVX https://t.co/Q9YXmpZIfw Omg enovix was listed as one of the partners that qualcomm work with. I guess it is no longer a secret. https://t.co/4xxOH29MXN $ENVX https://t.co/Q9YXmpZIfw Omg enovix was listed as one of the partners that qualcomm work with. I guess it is no longer a secret. https://t.co/4xxOH29MXN"  
[X Link](https://x.com/doh_in/status/1823972058810007833)  2024-08-15T06:36Z [---] followers, [----] engagements


"$ENVX sampled to [--] of the top [--] smartphone makers. Then why were the remaining [--] not included This question leads to the inevitable conclusion that Qualcomm Snapdragons will be combined with ENVX batteries on the ground that those [--] recipients use the Snapdragons as their CPUs. $ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage. $ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage"  
[X Link](https://x.com/doh_in/status/1824681027190854015)  2024-08-17T05:33Z [---] followers, [----] engagements


"$ENVX a coded message to the impatient investors"  
[X Link](https://x.com/doh_in/status/1825916567466684927)  2024-08-20T15:23Z [---] followers, [----] engagements


"$ENVX Colin Rusch from Oppenheimer seems to have conviction that ENVX silicon batteries will be integrated with Qualcomm Snapdragons. It was also Colin who alluded to the two companies joint development during the Q2 Earnings Conference. Enovix Corporation $ENVX: One of Oppenheimers Top Stock Picks For the Next [--] Months Towards the end of the article: "Overall ENVX ranks 1ston our list of Oppenheimer's favorite stocks for the next [--] months." https://t.co/aTJM9nrhzK via @YahooFinanceAU Enovix Corporation $ENVX: One of Oppenheimers Top Stock Picks For the Next [--] Months Towards the end of the"  
[X Link](https://x.com/doh_in/status/1828653838490104100)  2024-08-28T04:40Z [---] followers, [----] engagements


"$ENVX I am sorry to hear some investors succumbed to aggressive attacks of formidable short sellers. The short volume against $ENVX surged dramatically yesterday reaching nearly [--] million shares compared to half a million shares the day before"  
[X Link](https://x.com/doh_in/status/1841463965114831343)  2024-10-02T13:03Z [---] followers, [----] engagements


"$ENVX Have a listen to what Raj said when he was leading the Snapdragon Project at Qualcomm. Around the 1:00 timestamp he mentions the Snapdragon's Power Management a topic that might lead him to become the CEO of ENVX. https://www.youtube.com/watchv=JgPu1lrAjhU https://www.youtube.com/watchv=JgPu1lrAjhU"  
[X Link](https://x.com/doh_in/status/1856610684395761941)  2024-11-13T08:10Z [---] followers, [----] engagements


"$ENVX Farhan Ahmad expresses his strong conviction that ENVX will become the leader of silicon batteries"  
[X Link](https://x.com/doh_in/status/1857267376737374674)  2024-11-15T03:40Z [---] followers, [----] engagements


"$ENVX Dr. Yans move has suddenly positioned Apple as a potential ENVX customer. I hadnt foreseen Apples interest develop so rapidly. $ENVX $AAPL This tastes like more. 😍 https://t.co/QFwaFOjFCA $ENVX $AAPL This tastes like more. 😍 https://t.co/QFwaFOjFCA"  
[X Link](https://x.com/doh_in/status/1861406107035672724)  2024-11-26T13:46Z [---] followers, [----] engagements


"$ENVX I suspect that laser cutting and stacking machines have the longest manufacturing lead time. Therefore KOSES's notifications above suggest that ENVX has already purchased Zone [--] machines for at least [--] auto-lines"  
[X Link](https://x.com/doh_in/status/1866807548151832707)  2024-12-11T11:29Z [---] followers, [----] engagements


"$ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and has expired on [--] November [----]. The contract was valued at $13850000"  
[X Link](https://x.com/doh_in/status/1867161973303255094)  2024-12-12T10:57Z [---] followers, [----] engagements


"$ENVX #1 KOSES is a key supplier to ENVX particularly for laser cutting and stacking processes in Fab [--]. Given this we should carefully consider the three recent notifications from KOSES. $ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and has expired on [--] November [----]. The contract was valued at $13850000. https://t.co/gAlhx8KLCq $ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and"  
[X Link](https://x.com/doh_in/status/1869747679435334067)  2024-12-19T14:12Z [---] followers, [----] engagements


"$ENVX has been meticulously adhering to its timeline since Grand Opening in August. Despite half a year of delay due to Zone 3A I am now confident that Raj and Ajay will continue to execute their promises including HVM Line's SAT 90%+ Yields multiple POs and further Ramp-Ups. $ENVX Announcing the EX-2M samples before year end is a promise kept. But this announcement is much more: [--]. This is a PO for a mobile phone announced (and it's connected to mfg progress milestones "major JDA milestone achievement"). [--]. This is a validation of EX-1M; The PO is $ENVX Announcing the EX-2M samples before"  
[X Link](https://x.com/doh_in/status/1870313178867130696)  2024-12-21T03:39Z [---] followers, [----] engagements


"$ENVX A major milestone in the EV market will be completed by the end of 2024:"  
[X Link](https://x.com/doh_in/status/1872591497746665610)  2024-12-27T10:32Z [---] followers, [----] engagements


"$ENVX The timing of this news after hours is intriguing. Could it be an indication of further news to come during Raj's conference with Oppenheimer tomorrow Perhaps related to a significant milestone in the development of the EV battery Enovix Completes Site Acceptance Testing (SAT) of Fab2 Check it out 👉 https://t.co/nLacatiKSs Enovix Completes Site Acceptance Testing (SAT) of Fab2 Check it out 👉 https://t.co/nLacatiKSs"  
[X Link](https://x.com/doh_in/status/1876447558513643951)  2025-01-07T01:55Z [---] followers, [----] engagements


"$ENVX According to Massif Capital ENVX has advanced well beyond being a story. However it is still our most volatile position and the short interest remains incredibly high." https://finance.yahoo.com/news/most-volatile-position-massif-capital-152159674.html https://finance.yahoo.com/news/most-volatile-position-massif-capital-152159674.html"  
[X Link](https://x.com/doh_in/status/1882992508403392902)  2025-01-25T03:22Z [---] followers, [----] engagements


"$ENVX Unlocking the Future: Enovixs Revolutionary Battery Architecture Set to Transform Smartphones: https://smartphonemagazine.nl/en/2025/01/29/unlocking-the-future-enovixs-revolutionary-battery-architecture-set-to-transform-smartphones/ https://smartphonemagazine.nl/en/2025/01/29/unlocking-the-future-enovixs-revolutionary-battery-architecture-set-to-transform-smartphones/"  
[X Link](https://x.com/doh_in/status/1885895104633897180)  2025-02-02T03:36Z [---] followers, [----] engagements


"$ENVX Todays dip in SP presents a good buying opportunity. Increasing use of AI in smartphones driven by cheap development cost verified by DeepSeek is expected to demand better batteries to address power-hungry nature of AI. ENVX is well-positioned to benefit from this trend"  
[X Link](https://x.com/doh_in/status/1886404555971383714)  2025-02-03T13:21Z [---] followers, [----] engagements


"$ENVX Rapid developments not only in AI (ChatGPT DeepSeek) but also in satellite telecommunication (Starlink ASP Space Mobile) underscore the urgent need for better smartphone batteries. Without better batteries these developments on mobile devices will be almost useless"  
[X Link](https://x.com/doh_in/status/1891431297785958423)  2025-02-17T10:15Z [---] followers, [----] engagements


"$ENVX I recommend Michaels article. While I am reluctant to read Seeking Alpha Zacks Insider Money and others I think this article is worth reading. Particularly Michael is one of the few street analysts who predicted the controversial capital raise in early October [----]. $ENVX - Enovix: Very Well Positioned In [----] I'm Long. https://t.co/QoVOGgYNOM #economy #investing #stocks $ENVX - Enovix: Very Well Positioned In [----] I'm Long. https://t.co/QoVOGgYNOM #economy #investing #stocks"  
[X Link](https://x.com/doh_in/status/1891858659795214769)  2025-02-18T14:33Z [---] followers, [----] engagements


"$ENVX Several customers have conducted the detailed line tours at our factory in Penang. How many purchase orders will they place soon Just [--] or more than [--] POs"  
[X Link](https://x.com/doh_in/status/1892447758696718354)  2025-02-20T05:34Z [---] followers, [----] engagements


"$ENVX secured the second purchase order for samples from a new global smartphone manufacturer expanding customer engagements to [--] of the top [--] smartphone OEMs. I am curious about which smartphone company still lingers in old-fashioned graphite batteries. Huawei or Apple"  
[X Link](https://x.com/doh_in/status/1892845501650976808)  2025-02-21T07:55Z [---] followers, [----] engagements


"$ENVX Marquee Customers What a marvelous expression Please forgive me. I am not an anglophone. 😅"  
[X Link](https://x.com/doh_in/status/1892855048306122753)  2025-02-21T08:33Z [---] followers, [----] engagements


"$ENVX EX-3M appears to be developed a quarter ahead of the previous timeline. Raj stated in the last earnings call that EX-3M would be sampled by the end of 2025; however it now appears sampling will occur by the end of September 2025"  
[X Link](https://x.com/doh_in/status/1892949116591714764)  2025-02-21T14:46Z [---] followers, [----] engagements


"$ENVX EX-2M outperforms traditional graphite batteries offering not only 20-30% higher Energy Density but also improved Safety in tests such as crush and impact"  
[X Link](https://x.com/doh_in/status/1893146204151914510)  2025-02-22T03:50Z [---] followers, [----] engagements


"$ENVX Look Rajs selling isn't ideal and Im not happy either. But the amount of sale (300000; 10% of his RSUs) is much smaller than his previous plan (639624; 25% of his) and moving his house closer to the company should be a sign of Rajs Stronger Commitment to his job"  
[X Link](https://x.com/doh_in/status/1895313534298493110)  2025-02-28T03:22Z [---] followers, [----] engagements


"$ENVX Enovix stock target holds at $36 amid ISO certification. https://www.investing.com/news/analyst-ratings/enovix-stock-target-holds-at-36-amid-iso-certification-93CH-3957849 https://www.investing.com/news/analyst-ratings/enovix-stock-target-holds-at-36-amid-iso-certification-93CH-3957849"  
[X Link](https://x.com/doh_in/status/1906714730871542174)  2025-03-31T14:26Z [---] followers, [----] engagements


"#1 $ENVX has already secured or is close to securing two design wins from top [--] smartphone companies. If these companies adopt ENVX batteries across all their models the projected revenue (as shown in the following tables of 2024) will reach $ multi-billions"  
[X Link](https://x.com/doh_in/status/1913620038889906401)  2025-04-19T15:45Z [---] followers, [----] engagements


"$ENVX In September October [----] I expect one of the top [--] global smartphone vendors to issue the first Purchase Order to ENVX. I attach two supplements to support my expectation:"  
[X Link](https://x.com/doh_in/status/1918898960187703539)  2025-05-04T05:22Z [---] followers, [----] engagements


"$ENVX Coded Disclosure of the Marquee Customer Names 🤣 (two smart-phone OEMs and two smart-glass OEMs are in the Methodologies on Page [--] and 13)"  
[X Link](https://x.com/doh_in/status/1919228600324387120)  2025-05-05T03:12Z [---] followers, [----] engagements


"$ENVX Skeptics and short-sellers circulating rumors of incurable flaws in the laser-dicing of Zone [--] please come and see it for yourselves. I believe this will provide clarity and sweep away any unfounded rumors. Big news coming: a group of top academics and battery experts will soon visit Enovixs fab. Real tech. Real results. Time to separate science from noise. Stay tuned. $ENVX #NextGenBattery 🌐💼📐💚💚💚✅ https://t.co/zm7mRXmN8q Big news coming: a group of top academics and battery experts will soon visit Enovixs fab. Real tech. Real results. Time to separate science from noise. Stay"  
[X Link](https://x.com/doh_in/status/1921136864167120900)  2025-05-10T09:34Z [---] followers, [----] engagements


"$ENVX Six months ago when T J Rodgers hired Dr Yan as CTO he pointedly alluded to Apple by announcing Dr Yan led over [--] battery qualifications with a 100% success rate for a Tier [--] US mobile customer (aka Apple)"  
[X Link](https://x.com/doh_in/status/1922974810402947193)  2025-05-15T11:18Z [---] followers, [----] engagements


"$ENVX Jed Dorsheimer (William Blair) maintains a Buy Rating on ENVX following the Growth Stock Conference with ENVX CFO Ryan Benton. Initially Jed was critical of ENVX's success with HVM line but his perspective shifted very positively after attending Grand Opening last August"  
[X Link](https://x.com/doh_in/status/1931774747530158513)  2025-06-08T18:06Z [---] followers, [----] engagements


"$ENVX If anyone doubts Meta is the ENVX customer just look at these descriptionswhat other company fits them so perfectly $ENVX $META I always found it interesting for $META executive Samira was quoted for this PR almost exactly one year ago: We are thrilled to sign this agreement with a clear leader in the mixed reality market said Samira Naraghi Senior Vice President Product Enovix. $ENVX $META I always found it interesting for $META executive Samira was quoted for this PR almost exactly one year ago: We are thrilled to sign this agreement with a clear leader in the mixed reality market"  
[X Link](https://x.com/doh_in/status/1936711634694910458)  2025-06-22T09:03Z [---] followers, [----] engagements


"$ENVX Speculative hot money seems to move into ENVX. I dont know who they are but I think theyre very clever. How on earth do they know the date of a major PR They move in just two days before the expected PRwhile retail investors like me have been waiting for an entire year"  
[X Link](https://x.com/doh_in/status/1938240465696182578)  2025-06-26T14:18Z [---] followers, [----] engagements


"$ENVX A major announcement is expected soon. The buyback plan is both a clear indicator of an upcoming press release and a strong precautionary measure against short-sellers who have previously exploited those press releases to drive down the stock price"  
[X Link](https://x.com/doh_in/status/1940635896447193194)  2025-07-03T04:57Z [---] followers, [----] engagements


"@mcinnes_danny It was really a bolt from the blue. I think its highly likely $ENVX received investment from a major OEM (Meta Google or Samsung) based on the $SLDP precedent. Solid Power announced a $50M buyback plan last year just a week after receiving $52M from a partner"  
[X Link](https://x.com/doh_in/status/1941090683315699748)  2025-07-04T11:04Z [---] followers, [----] engagements


"$ENVX Fellow supporters this isnt business as usualwere in a War against shorts and skeptics. If you trust T J Rodgerss leadership stay committed. But if not exiting now is strongly recommended"  
[X Link](https://x.com/doh_in/status/1942889470426268125)  2025-07-09T10:12Z [---] followers, [----] 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 [--] in Malaysia.)"  
[X Link](https://x.com/doh_in/status/1944615180954214837)  2025-07-14T04:29Z [---] followers, [----] engagements


"$ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. I am Not Uncertain"  
[X Link](https://x.com/doh_in/status/1944722098393653527)  2025-07-14T11:34Z [---] followers, [----] 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 [--]. https://www.croma.com/unboxed/xiaomi-16-series-rumour-roundup https://www.notebookcheck.net/Xiaomi-16-confirmed-to-receive-global-release-with-Snapdragon-8-Elite-2-and-circa-7-000-mAh-battery.1052964.0.html https://www.gsmarena.com/xiaomi_16_grabs_a_certification_on_its_way_to_launch-news-68518.php https://www.croma.com/unboxed/xiaomi-16-series-rumour-roundup"  
[X Link](https://x.com/doh_in/status/1945470336625148402)  2025-07-16T13:07Z [---] followers, [----] engagements


"$ENVX Two coded phrases stand out: (1) the fab is THE product (from Joe Malchow licensing deals imminent) (2) customer ramp initiatives (from FAQ on warrant dividends exponential demand growth for AI-1)😮"  
[X Link](https://x.com/doh_in/status/1945523472144490565)  2025-07-16T16:38Z [---] followers, [----] engagements


"$ENVX The analysts forecast ENVX to grow at a hyper 260% pace in F2026 sustain the pace the following year and a solid triple-digit pace the next two years growing to over $2 billion in sales by [----] more than 6000% total growth. https://www.investing.com/analysis/260-growth-forecast-sets-up-enovix-as-a-longterm-disruptive-play-200663491 https://www.investing.com/analysis/260-growth-forecast-sets-up-enovix-as-a-longterm-disruptive-play-200663491"  
[X Link](https://x.com/doh_in/status/1945803152772747504)  2025-07-17T11:09Z [---] followers, [----] engagements


"$ENVX If ENVX secures 20% market share in the global smartphone market based on 2024's [----] billion units sold worldwide it would translate to [---] million units. At $24 per pack (7350mAh) this would generate an annual revenue of $5.85 billion for ENVX. https://canalys.com/newsroom/worldwide-smartphone-market-2024 https://canalys.com/newsroom/worldwide-smartphone-market-2024"  
[X Link](https://x.com/doh_in/status/1946600502822862898)  2025-07-19T15:58Z [---] followers, [----] 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 [--] dots and how they might interrelate:"  
[X Link](https://x.com/doh_in/status/1946956934957154743)  2025-07-20T15:34Z [---] followers, [----] engagements


"$ENVX Behold the dramatic surge of Samsung a steadfast business ally of ENVX. Surely this is a sign too powerful to ignoreit can only herald good things for ENVX. (Samsung is famously stable and a 7% rise in its stock is equivalent to a 17% surge in most other companies.)"  
[X Link](https://x.com/doh_in/status/1949732020973977965)  2025-07-28T07:21Z [---] followers, [----] engagements


"$ENVX supporters never forget: the notion that revealing the customer's name will boost the stock price is a long-standing myth perpetuated by short sellers and skeptics"  
[X Link](https://x.com/doh_in/status/1949854680500351393)  2025-07-28T15:29Z [---] followers, [----] engagements


"$ENVX Am I really the only one who sees T J Rodgers' letter as the final thunderous Ultimatum to the short-sellers"  
[X Link](https://x.com/doh_in/status/1950269447140520431)  2025-07-29T18:57Z [---] followers, 10K engagements


"$ENVX This malicious guy simply can't help making a fool of himself again. He once twisted ENVX's acquisition of SolarEdge Korea into a bizarre narrative falsely claiming it was an abandonment of EX-1M and a retreat into conventional graphite batteries"  
[X Link](https://x.com/doh_in/status/1950277720472248587)  2025-07-29T19:30Z [---] followers, [----] engagements


"$ENVX The short-sellers' attack on ENVX during the after-hours following the Q2 earnings call is utterly ridiculous. ENVX beat Q2 revenue consensus by 34.65% and issued Q3 guidance ($8 million) that is 12% above the market expectations"  
[X Link](https://x.com/doh_in/status/1951075405739466961)  2025-08-01T00:20Z [---] followers, [----] engagements


"@FifthAce3 @eenLien $ENVX This is a simplified Timeline I assembled"  
[X Link](https://x.com/doh_in/status/1951226580103209128)  2025-08-01T10:20Z [---] followers, [----] engagements


"$ENVX Raj delivered a powerful signal "ENVX is now actively collaborating with Qualcomm Snapdragonushering in a transformative leap in high-performance battery integration for next-generation smart glasses." (the Q2 Earnings Call on July [--] 2025)"  
[X Link](https://x.com/doh_in/status/1951622960785371505)  2025-08-02T12:35Z [---] followers, [----] engagements


"$ENVX Today's price movement of KOSES a key equipment supplier to the HVM lines in Penang"  
[X Link](https://x.com/doh_in/status/1952394343937094057)  2025-08-04T15:40Z [---] followers, [----] engagements


"$ENVX #1. Be prepared for the sobering reality that the initial Purchase Order from the first smartphone OEM will fall short of one million units. However the PO volume will grow steadily eventually reaching multiple millions"  
[X Link](https://x.com/doh_in/status/1952997218031681772)  2025-08-06T07:36Z [---] followers, [----] engagements


"$ENVX #1. This is a history of FUD spread by short-sellers and skeptics. Enjoy the read and feel free to contribute if you have more to add"  
[X Link](https://x.com/doh_in/status/1953386859935010863)  2025-08-07T09:24Z [---] followers, [----] engagements


"$ENVX #1. Raj revealed the names of [--] OEM customers through [--] photostaken in front of Xiaomi and Vivothat carry deeper significance in light of his remarks during AMA "Typically a couple of months before production is when the OEMs will allow us to mention their names.""  
[X Link](https://x.com/doh_in/status/1956195948406956042)  2025-08-15T03:27Z [---] followers, [----] engagements


"$ENVX Look at Wall Streets price target$29.5 Ive been with ENVX for two years and Ive never seen a target this high. Whats even more insane Among all battery stocks ENVX shows the biggest gap between Wall Streets target and its current trading price$10.5"  
[X Link](https://x.com/doh_in/status/1956249151164866716)  2025-08-15T06:58Z [---] followers, [----] engagements


"$ENVX Wow The industry's highest energy density at around [---] Wh/L. If AI-1 had been made by one of those hype-loving Chinese battery companies you can bet they'd be flaunting it as a glorious [----] Wh/Lprobably with laser shows and a marching https://ir.enovix.com/news-releases/news-release-details/independent-testing-confirms-enovix-ai-1tm-battery-industrys https://ir.enovix.com/news-releases/news-release-details/independent-testing-confirms-enovix-ai-1tm-battery-industrys"  
[X Link](https://x.com/doh_in/status/1960689974048911782)  2025-08-27T13:04Z [---] followers, [----] engagements


"$ENVX Whats with this convicted felon always poking around the ENVX community on X and sticking his nose where it doesnt belong I seriously cant stand him"  
[X Link](https://x.com/doh_in/status/1961041838133112910)  2025-08-28T12:23Z [---] followers, [----] engagements


"$ENVX stay alert: short sellers are likely to seize on T J's warrant sale as a major attack point. But lets set it straightthese are not the warrants issued last month. T J received them [--] years ago and their sale now is entirely within reason. Dont let the noise distract you"  
[X Link](https://x.com/doh_in/status/1961281138275844223)  2025-08-29T04:13Z [---] followers, [----] engagements


"$ENVX if you @taubamush publish a short report at least do some proper research and bring up something new that might actually rattle investors. If you're reheating the same old leftovers other shorts served up years ago I doubt you'll even get paid in stale peanuts"  
[X Link](https://x.com/doh_in/status/1961343648244896031)  2025-08-29T08:22Z [---] followers, [----] engagements


"$ENVX Samsung Electronicsnot Samsung SDIsigned MOU with ENVX in [----]. Samsung Electronics makes Galaxy phones while SDI is a battery competitor. Naturally SDI has no reason to speak favorably about ENVX. Even @taubamush admits the MOU with Samsung Electronics is still active"  
[X Link](https://x.com/doh_in/status/1961635501141540967)  2025-08-30T03:42Z [---] followers, [----] engagements


"$ENVX When smartphone OEMs place POs they dont just evaluate battery specsthey rigorously assess HVM capability. Therefore the major PO regardless of its initial volume will be a clear validation of ENVX's HVM capability. Yet @taubamush short report distorts this reality"  
[X Link](https://x.com/doh_in/status/1961990454419050936)  2025-08-31T03:12Z [---] followers, [----] engagements


"$ENVX is expected to secure $250 million in cash through its warrant dividends program. This substantial capital reserve will accelerate future battery supply agreements with major smartphone manufacturers. Heres why:"  
[X Link](https://x.com/doh_in/status/1962345876946567185)  2025-09-01T02:44Z [---] followers, [----] engagements


"$ENVX Convicted felon @joceyreyes209 and ever-scheming @taubamush are throwing a parade over T Js warrant sale calling it the smoking gun that proves ENVX is defrauding investors. Cute theory. But they should check their mathT J has consistently held over [--] million shares"  
[X Link](https://x.com/doh_in/status/1963170455889571948)  2025-09-03T09:21Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing