[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.] #  @eenLien Lien πΎππ€·ββοΈπͺ«π§¨ Lien πΎππ€·ββοΈπͺ«π§¨ posts on X about $envx, enovix, meta, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1415596844437098496/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +782% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +1.10% ### Mentions: X [#](/creator/twitter::1415596844437098496/posts_active)  - X Week XX -XX% - X Month XXX +133% - X Months XXX -XX% - X Year XXXXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1415596844437098496/followers)  - X Week XXXXX +0.54% - X Month XXXXX +1.50% - X Months XXXXX +16% - X Year XXXXX +37% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1415596844437098496/influencer_rank)  ### Social Influence [#](/creator/twitter::1415596844437098496/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XX% [finance](/list/finance) XXXX% [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$envx](/topic/$envx) #42, [enovix](/topic/enovix) #46, [meta](/topic/meta) 3.75%, [investment](/topic/investment) 3.75%, [$aapl](/topic/$aapl) 3.75%, [samsung](/topic/samsung) 2.5%, [compound](/topic/compound) 2.5%, [has been](/topic/has-been) 2.5%, [$1b](/topic/$1b) 2.5%, [mentions](/topic/mentions) XXXX% **Top accounts mentioned or mentioned by** [@enovixburner](/creator/undefined) [@train9898](/creator/undefined) [@mothercabrininy](/creator/undefined) [@doh_in](/creator/undefined) [@bleacherbum23](/creator/undefined) [@klabxx](/creator/undefined) [@dohin](/creator/undefined) [@ccocke69](/creator/undefined) [@mcinnes_danny](/creator/undefined) [@latereaponder](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@1_1savedbygrace](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@rougarourook](/creator/undefined) [@alperenmic83107](/creator/undefined) [@lgbeano](/creator/undefined) [@jloiterstein](/creator/undefined) [@markkwoodward](/creator/undefined) [@graingerrule1](/creator/undefined) [@_bj_bj_bj_](/creator/undefined) **Top assets mentioned** [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Apple, Inc. (AAPL)](/topic/$aapl) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Enphase Energy Inc (ENPH)](/topic/$enph) ### Top Social Posts [#](/creator/twitter::1415596844437098496/posts) --- Top posts by engagements in the last XX hours "$ENVX π New SA article "Enovix: Qualification Could Set It Up As A Critical Non-China Supplier" It's a very good analysis of Enovix's current status. Furthermore the author mentions Elentec as a potential acquisition target which I hadn't considered. It would be interesting because. πΈ Elentec has a rich and diverse customer base such as Samsung Electronics LG Electronics Honda KT&G (Korea Tobacco & Ginseng Philip Morris's partner for e-cigarettes) Bear Robotics Dell HP and many more. πΈ Elentec's production facilities are spread across Asia: South Korea China Vietnam Malaysia and India. πΈ" [X Link](https://x.com/eenLien/status/1977301637711511704) [@eenLien](/creator/x/eenLien) 2025-10-12T09:13Z 2214 followers, 6335 engagements "$ENVX I've now been able to listen to the 2B Bolder podcast as for me it came out at XX p.m. "Samira Naraghi on how small uncomfortable bets compound into big career leaps." What strikes me is that these kinds of conversations with non-CEO's don't always have the same obligatory stories are increasingly rich in information - Sorry Raj can't help it; it's also a CEO's job to repeat a coherent narrative - So I often listen more attentively to unofficial sources of information; I often even forget to read the 'official' interviews π Here are the most important or striking quotes from the" [X Link](https://x.com/eenLien/status/1976968641389187570) [@eenLien](/creator/x/eenLien) 2025-10-11T11:10Z 2214 followers, 6144 engagements "$ENVX πͺ Anduril unveiled EagleEye today "By partnering with commercial leaders such as Meta OSI Qualcomm Technologies Inc. and Gentex Corporation who have invested billions in augmented reality rugged eyewear compute sensing and ballistic helmets Anduril brings proven technology directly into defense. This approach lowers cost accelerates development and ensures a path to continuous upgrade. EagleEye equips dismounted operators with the ability to plan fight and survive while connected to every asset in the battlespace. As part of the Lattice ecosystem EagleEye ensures persistent" [X Link](https://x.com/eenLien/status/1977740563441942993) [@eenLien](/creator/x/eenLien) 2025-10-13T14:17Z 2214 followers, 8430 engagements "1/2 $ENVX π Is Enovix working with investment partners Fernweh Group (Btw Hello Ajay long time no see π) Grok: Fernweh could turn Enovix from a promising innovator into a dominant player by blending cash ops smarts and deals. If Enovix is eyeing sustainability and scale reaching out to Fernweh (based in San Jose near Enovixs Fremont HQ) makes sense" [X Link](https://x.com/eenLien/status/1978432922819482033) [@eenLien](/creator/x/eenLien) 2025-10-15T12:09Z 2214 followers, 4463 engagements "$ENVX Your attention please ".especially as ENOVIX is transitioning into HVM soon" (HVM = High-Volume Manufacturing π)" [X Link](https://x.com/eenLien/status/1972671870626304454) [@eenLien](/creator/x/eenLien) 2025-09-29T14:36Z 2218 followers, 7779 engagements "$ENVX π Enovix VP of Asia Sales gives a hint about where Enovix is going π" [X Link](https://x.com/eenLien/status/1975202945521320136) [@eenLien](/creator/x/eenLien) 2025-10-06T14:14Z 2220 followers, 5737 engagements "1/2 $ENVX π Looking for look-a-likes. Rest assured there are no other companies doing exactly the same thing as Enovix. But there are some companies with similarities. Grok: "While no company in China or globally replicates Enovixs exact 3D cell architecturefeaturing orthogonal electrode stacking a stainless-steel integrated constraint system and XXX% active silicon anodesseveral companies show a strong resemblance in their pursuit of silicon-anode batteries or advanced cell architectures that address similar challenges (e.g. expansion cycle life and energy density). These companies share" [X Link](https://x.com/eenLien/status/1975298776903598154) [@eenLien](/creator/x/eenLien) 2025-10-06T20:35Z 2218 followers, 2546 engagements "2/2 $ENVX πNow how meaningful will Enovix architecture be in tackling ASSB difficulties if you look at the other companies Grok: π "Enovix is positioned as a complementary enabler rather than a standalone ASSB leader but its uniqueness could accelerate adoption if integrated into ASSB supply chains." π "Enovix isn't a direct ASSB player like SolidPower but offers a versatile platform that could accelerate ASSB commercialization by solving shared pain points in materials and processes. Enovix could integrate into ASSB supply chains via cell manufacturing processes or pack equipment. Recent" [X Link](https://x.com/eenLien/status/1975298782217839102) [@eenLien](/creator/x/eenLien) 2025-10-06T20:35Z 2220 followers, 1375 engagements "$ENVX A little reminder that October should be the month when the lead smartphone customer completes final tests. Raj Q2'25 call: "So a couple of other highlights I want to talk about. Here weve now sampled this battery to our lead smartphone OEM and theyre doing all the different tests that they do to make sure this battery is working well in the phone that they want to launch in. And this testing takes time. Thousand cycles takes multiple months to test because when they put a new supply battery in they go through the full cycle life test and we started sampling them in July so in three" [X Link](https://x.com/eenLien/status/1975317357489729560) [@eenLien](/creator/x/eenLien) 2025-10-06T21:48Z 2218 followers, 8185 engagements "$ENVX An Enovix Customer Applications Engineer will be attending the Battery Show this week. (I checked Enovix is not in the exhibitors list.)" [X Link](https://x.com/eenLien/status/1975576037062025315) [@eenLien](/creator/x/eenLien) 2025-10-07T14:56Z 2220 followers, 2610 engagements "$ENVX $EOSE π§ Cam Dales (First Enovix management CCO who is now the founder of Peak Energy a Sodium-Ion storage company) shares "We are still at the beginning of a $Trillion super cycle of investment in one of this centuries key technology trends." He also shares a message from Alexandro Blasi special advisor to the director of the International Energy Agency who says in part "Wall Street seems to have finally noted that there is a technology growing at 'speed light' and investors are betting strongly on it. Welcome to the battery age" with a nice picture of Eos stock attached to it" [X Link](https://x.com/eenLien/status/1975592688545091862) [@eenLien](/creator/x/eenLien) 2025-10-07T16:02Z 2220 followers, 5079 engagements "$ENVX Article from a month ago. Apparently 'Next Business 24' a website for business services and news is linking the iPhone XX Air batteries (which may be silicon carbon) to Enovix. That's good to see because two years ago I am pretty sure such a general website would have only contacted the battery material companies as these were the most obvious 'silicon anode' companies at the time. π "Luebbe declined to comment on whether Group14's silicon-carbon composite is used in the iPhone XX Air batteries. Sila Nanotechnologies and Enovix did not immediately respond to a request for comment."" [X Link](https://x.com/eenLien/status/1975599922767417574) [@eenLien](/creator/x/eenLien) 2025-10-07T16:31Z 2220 followers, 4369 engagements "$ENVX π¨β Positive developments in an ongoing federal securities class action lawsuit This is something I was never really worried about but it is always nice to read a US Court has spoken and justice has been largely restored. (Article behind paywall π but the essence of the message is clear)" [X Link](https://x.com/eenLien/status/1976202044324114509) [@eenLien](/creator/x/eenLien) 2025-10-09T08:24Z 2218 followers, 2560 engagements "1/2 $ENVX π Apparently Garmin and Meta went into a partnership some weeks ago. PR Newswire: "Garmin powers live data for Oakley Meta Vanguard AI glasses" π‘ But who powers Garmin I know who can. It's that small Korean factory Enovix has acquired. Who powers Meta That remains to be seen" [X Link](https://x.com/eenLien/status/1976300615912321128) [@eenLien](/creator/x/eenLien) 2025-10-09T14:55Z 2216 followers, 4326 engagements "$ENVX China's export controls on high-energy batteries and related materials effective November X 2025 are not a total prohibition but rather a licensing regime designed to restrict and monitor exports. What are the possible effects on Enovix π I asked Grok. (Spoiler: Things aren't looking too bad for our little company.)" [X Link](https://x.com/eenLien/status/1976346879912034603) [@eenLien](/creator/x/eenLien) 2025-10-09T17:59Z 2220 followers, 2222 engagements "@Lgbeano Absolutely. I never intended to mean it otherwise I just copied the title of the article and played with the word" [X Link](https://x.com/eenLien/status/1976545243727061184) [@eenLien](/creator/x/eenLien) 2025-10-10T07:08Z 2218 followers, XX engagements "$ENVX Choose the messy high impact stock others avoid π€ New podcast with Samira π©·" [X Link](https://x.com/eenLien/status/1976748160308707625) [@eenLien](/creator/x/eenLien) 2025-10-10T20:34Z 2218 followers, 2088 engagements "$ENVX We are important. And @Foldnow1984 @bleacherbum23 @jbecompslns @train9898 and @PhatChin are even more important now ππ" [X Link](https://x.com/eenLien/status/1976759933568749590) [@eenLien](/creator/x/eenLien) 2025-10-10T21:21Z 2220 followers, 3531 engagements "@LateReaponder $ENVX Samira perfectly reflects my impression of Enovix: - It's difficult - They deliver what they promise - The customer works for them - They are sincere - They do it with a purpose" [X Link](https://x.com/eenLien/status/1976983189064499513) [@eenLien](/creator/x/eenLien) 2025-10-11T12:08Z 2220 followers, 1137 engagements "$ENVX Here is Grok assessing Enovixs odds of becoming a major battery manufacturer (This means achieving scale (e.g. $1B+ annual revenue significant market share in premium segments like smartphones or wearables) profitability and sustained innovation by around 2030. πͺ Exciting times π" [X Link](https://x.com/eenLien/status/1977332048604893362) [@eenLien](/creator/x/eenLien) 2025-10-12T11:14Z 2216 followers, 2099 engagements "@mcinnes_danny I did not mean to side step I did not see a question besides Can Enovix be a meaningful battery player What was your question then" [X Link](https://x.com/eenLien/status/1977341232482222432) [@eenLien](/creator/x/eenLien) 2025-10-12T11:51Z 2220 followers, XXX engagements "1/3 $ENVX π $AAPL π Did Apple fall from the Enovix tree I've been connecting together some dots on Enovix's AR/VR deals. Quick recap some quotes from the latest earnings calls: Q4'24 : Analyst: In 2024 you had a couple of press releases one that mentioned a California company where you had an AR/VR I think mixed headset. And another one in December that was another potential customer with a similar sort of device. So can we confirm that this commercial purchase order is for one of those two companies Raj: Yes these are for actually from both the companies we have purchase orders. Q1 '25 :" [X Link](https://x.com/eenLien/status/1977375684025577820) [@eenLien](/creator/x/eenLien) 2025-10-12T14:07Z 2220 followers, 2600 engagements "2/3 $ENVX π $AAPL π Coincidence Or tied to Apple's Vision Pro pivot "Apple sharply cuts back on Vision Pro production" These rumors started in October 2024 but intensified this month with "Apple Pivots From Vision Pro to AI Smart Glasses as Meta Gains Edge" Reason mentioned for all this: weak sales (500K-600K units total vs. 8M forecast) due to a high price combined with a content drought. Hello "glasses". Goodbye "headset" remember" [X Link](https://x.com/eenLien/status/1977375687674646570) [@eenLien](/creator/x/eenLien) 2025-10-12T14:07Z 2220 followers, 1359 engagements "3/3 $ENVX π $AAPL π Samira's words in the 2B Bolder podcast: "We were trying to prioritize the sort of the augmented reality AR markets within our IoT portfolio. And it's still a nascent space but we made a conscious decision to invest early." Van What I read from it: Enovix prioritizes an emerging market and such an emerging market is not completely stable you cannot yet fully rely on it. On the other hand there's also that tiny voice of paranoia: "Is it possible that a battery failure caused the production stop" π ChatGPT: "Based on the available reporting it seems unlikely: news" [X Link](https://x.com/eenLien/status/1977375691604631675) [@eenLien](/creator/x/eenLien) 2025-10-12T14:07Z 2220 followers, 1486 engagements "$ENVX πͺ Enovix is drone-ready and will be networking this week at the yearly AUSA event. "The Association of the United States Army (AUSA) Annual Meeting & Exposition is the premier land power exposition and professional development forum in North Americaand the must-attend event for anyone involved in the defense sector. With over 44000 attendees 750+ exhibits and representation from XX countries this three-day event is where the global defense community converges to shape the future of national security."" [X Link](https://x.com/eenLien/status/1977742660417827074) [@eenLien](/creator/x/eenLien) 2025-10-13T14:26Z 2220 followers, 2572 engagements "@jloiterstein There's a good chance that Enovix has received a purchase order for advanced samples from Anduril" [X Link](https://x.com/eenLien/status/1977758411736412186) [@eenLien](/creator/x/eenLien) 2025-10-13T15:28Z 2220 followers, XXX engagements "@EnovixBurner @MotherCabriniNY It means he will be quiet from now on" [X Link](https://x.com/eenLien/status/1977760639994003517) [@eenLien](/creator/x/eenLien) 2025-10-13T15:37Z 2220 followers, XXX engagements "$ENVX πͺ On my watch list. Andurils Mission to Defend The Seas via @YouTube" [X Link](https://x.com/eenLien/status/1977800186714865724) [@eenLien](/creator/x/eenLien) 2025-10-13T18:14Z 2220 followers, 2095 engagements "$ENVX πͺ New material with even more coincidence. Kokam's X business focus areas neatly presented in their 2021 brochure" [X Link](https://x.com/eenLien/status/1977804302111658230) [@eenLien](/creator/x/eenLien) 2025-10-13T18:31Z 2217 followers, 2878 engagements "@MarkKWoodward Enovix shipped custom samples to a US defense customer in Q1. I don't know if they're already at this "in-device" stage" [X Link](https://x.com/eenLien/status/1977841036799201534) [@eenLien](/creator/x/eenLien) 2025-10-13T20:57Z 2220 followers, XXX engagements "$ENVX $ENPH @jmalchow Joe put Enovix and Enphase in the spotlight probably a spotlight powered by a flexible grid π§" [X Link](https://x.com/eenLien/status/1977844379378413922) [@eenLien](/creator/x/eenLien) 2025-10-13T21:10Z 2218 followers, 2972 engagements "$ENVX πͺ Enovix Korea FTW This is my intuition" [X Link](https://x.com/eenLien/status/1977994380028895420) [@eenLien](/creator/x/eenLien) 2025-10-14T07:06Z 2218 followers, 2516 engagements "$ENVX Enovix is on track to be in a phone at the end of the year the customer will end in-device testing this month. I believe the odds for a commercial order are high. This is a multi-year effort from both sides Enovix nd the customer. The longer in this qualification cycle the more confidence for real-world use. We don't really realize it but the amount samples now provided are 10-100 times more (just my guess) than in the previous stage. A year after SAT high-volume production is already happening from the HVM Line. To me the step to modest mass production is just a natural step in the" [X Link](https://x.com/eenLien/status/1978051815510778145) [@eenLien](/creator/x/eenLien) 2025-10-14T10:54Z 2220 followers, 3680 engagements "$ENVX In the Tech Disruptors podcast Raj was interviewed by a Bloomberg Senior Equity Research Analyst - US Chemicals" [X Link](https://x.com/eenLien/status/1978083923465781467) [@eenLien](/creator/x/eenLien) 2025-10-14T13:02Z 2219 followers, 7628 engagements "$ENVX π Elentec is listed as a major Smart Glasses-related stock in Korea after Samsung Electronics. "If smartphones were a revolution in the hands then AI glasses are a revolution in the eyes. . This change is both a technological advancement and a turning point in the direction of investment."" [X Link](https://x.com/eenLien/status/1978168791155573194) [@eenLien](/creator/x/eenLien) 2025-10-14T18:39Z 2220 followers, 3085 engagements "@GraingerRule1 Enovix is capturing the military market right now. It has a DoD contract it offers batteries specifically tailored for military use and the Korean government is Enovix Korea's biggest customer" [X Link](https://x.com/eenLien/status/1978350356422680681) [@eenLien](/creator/x/eenLien) 2025-10-15T06:40Z 2219 followers, XXX engagements "2/2 $ENVX π Fernweh Group meaning for Enovix" [X Link](https://x.com/eenLien/status/1978432931388432740) [@eenLien](/creator/x/eenLien) 2025-10-15T12:09Z 2216 followers, 2230 engagements
[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.]
Lien πΎππ€·ββοΈπͺ«π§¨ posts on X about $envx, enovix, meta, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XX% finance XXXX% countries XXX% automotive brands XXXX% fashion brands XXXX% social networks XXXX%
Social topic influence $envx #42, enovix #46, meta 3.75%, investment 3.75%, $aapl 3.75%, samsung 2.5%, compound 2.5%, has been 2.5%, $1b 2.5%, mentions XXXX%
Top accounts mentioned or mentioned by @enovixburner @train9898 @mothercabrininy @doh_in @bleacherbum23 @klabxx @dohin @ccocke69 @mcinnes_danny @latereaponder @mcinnesdanny @1_1savedbygrace @rocketpenguin75 @rougarourook @alperenmic83107 @lgbeano @jloiterstein @markkwoodward @graingerrule1 @bj_bj_bj
Top assets mentioned Enovix Corporation Common Stock (ENVX) Apple, Inc. (AAPL) Eos Energy Enterprises, Inc. (EOSE) Enphase Energy Inc (ENPH)
Top posts by engagements in the last XX hours
"$ENVX π New SA article "Enovix: Qualification Could Set It Up As A Critical Non-China Supplier" It's a very good analysis of Enovix's current status. Furthermore the author mentions Elentec as a potential acquisition target which I hadn't considered. It would be interesting because. πΈ Elentec has a rich and diverse customer base such as Samsung Electronics LG Electronics Honda KT&G (Korea Tobacco & Ginseng Philip Morris's partner for e-cigarettes) Bear Robotics Dell HP and many more. πΈ Elentec's production facilities are spread across Asia: South Korea China Vietnam Malaysia and India. πΈ"
X Link @eenLien 2025-10-12T09:13Z 2214 followers, 6335 engagements
"$ENVX I've now been able to listen to the 2B Bolder podcast as for me it came out at XX p.m. "Samira Naraghi on how small uncomfortable bets compound into big career leaps." What strikes me is that these kinds of conversations with non-CEO's don't always have the same obligatory stories are increasingly rich in information - Sorry Raj can't help it; it's also a CEO's job to repeat a coherent narrative - So I often listen more attentively to unofficial sources of information; I often even forget to read the 'official' interviews π
Here are the most important or striking quotes from the"
X Link @eenLien 2025-10-11T11:10Z 2214 followers, 6144 engagements
"$ENVX πͺ Anduril unveiled EagleEye today "By partnering with commercial leaders such as Meta OSI Qualcomm Technologies Inc. and Gentex Corporation who have invested billions in augmented reality rugged eyewear compute sensing and ballistic helmets Anduril brings proven technology directly into defense. This approach lowers cost accelerates development and ensures a path to continuous upgrade. EagleEye equips dismounted operators with the ability to plan fight and survive while connected to every asset in the battlespace. As part of the Lattice ecosystem EagleEye ensures persistent"
X Link @eenLien 2025-10-13T14:17Z 2214 followers, 8430 engagements
"1/2 $ENVX π Is Enovix working with investment partners Fernweh Group (Btw Hello Ajay long time no see π) Grok: Fernweh could turn Enovix from a promising innovator into a dominant player by blending cash ops smarts and deals. If Enovix is eyeing sustainability and scale reaching out to Fernweh (based in San Jose near Enovixs Fremont HQ) makes sense"
X Link @eenLien 2025-10-15T12:09Z 2214 followers, 4463 engagements
"$ENVX Your attention please ".especially as ENOVIX is transitioning into HVM soon" (HVM = High-Volume Manufacturing π)"
X Link @eenLien 2025-09-29T14:36Z 2218 followers, 7779 engagements
"$ENVX π Enovix VP of Asia Sales gives a hint about where Enovix is going π"
X Link @eenLien 2025-10-06T14:14Z 2220 followers, 5737 engagements
"1/2 $ENVX π Looking for look-a-likes. Rest assured there are no other companies doing exactly the same thing as Enovix. But there are some companies with similarities. Grok: "While no company in China or globally replicates Enovixs exact 3D cell architecturefeaturing orthogonal electrode stacking a stainless-steel integrated constraint system and XXX% active silicon anodesseveral companies show a strong resemblance in their pursuit of silicon-anode batteries or advanced cell architectures that address similar challenges (e.g. expansion cycle life and energy density). These companies share"
X Link @eenLien 2025-10-06T20:35Z 2218 followers, 2546 engagements
"2/2 $ENVX πNow how meaningful will Enovix architecture be in tackling ASSB difficulties if you look at the other companies Grok: π "Enovix is positioned as a complementary enabler rather than a standalone ASSB leader but its uniqueness could accelerate adoption if integrated into ASSB supply chains." π "Enovix isn't a direct ASSB player like SolidPower but offers a versatile platform that could accelerate ASSB commercialization by solving shared pain points in materials and processes. Enovix could integrate into ASSB supply chains via cell manufacturing processes or pack equipment. Recent"
X Link @eenLien 2025-10-06T20:35Z 2220 followers, 1375 engagements
"$ENVX A little reminder that October should be the month when the lead smartphone customer completes final tests. Raj Q2'25 call: "So a couple of other highlights I want to talk about. Here weve now sampled this battery to our lead smartphone OEM and theyre doing all the different tests that they do to make sure this battery is working well in the phone that they want to launch in. And this testing takes time. Thousand cycles takes multiple months to test because when they put a new supply battery in they go through the full cycle life test and we started sampling them in July so in three"
X Link @eenLien 2025-10-06T21:48Z 2218 followers, 8185 engagements
"$ENVX An Enovix Customer Applications Engineer will be attending the Battery Show this week. (I checked Enovix is not in the exhibitors list.)"
X Link @eenLien 2025-10-07T14:56Z 2220 followers, 2610 engagements
"$ENVX $EOSE π§ Cam Dales (First Enovix management CCO who is now the founder of Peak Energy a Sodium-Ion storage company) shares "We are still at the beginning of a $Trillion super cycle of investment in one of this centuries key technology trends." He also shares a message from Alexandro Blasi special advisor to the director of the International Energy Agency who says in part "Wall Street seems to have finally noted that there is a technology growing at 'speed light' and investors are betting strongly on it. Welcome to the battery age" with a nice picture of Eos stock attached to it"
X Link @eenLien 2025-10-07T16:02Z 2220 followers, 5079 engagements
"$ENVX Article from a month ago. Apparently 'Next Business 24' a website for business services and news is linking the iPhone XX Air batteries (which may be silicon carbon) to Enovix. That's good to see because two years ago I am pretty sure such a general website would have only contacted the battery material companies as these were the most obvious 'silicon anode' companies at the time. π "Luebbe declined to comment on whether Group14's silicon-carbon composite is used in the iPhone XX Air batteries. Sila Nanotechnologies and Enovix did not immediately respond to a request for comment.""
X Link @eenLien 2025-10-07T16:31Z 2220 followers, 4369 engagements
"$ENVX π¨β Positive developments in an ongoing federal securities class action lawsuit This is something I was never really worried about but it is always nice to read a US Court has spoken and justice has been largely restored. (Article behind paywall π but the essence of the message is clear)"
X Link @eenLien 2025-10-09T08:24Z 2218 followers, 2560 engagements
"1/2 $ENVX π Apparently Garmin and Meta went into a partnership some weeks ago. PR Newswire: "Garmin powers live data for Oakley Meta Vanguard AI glasses" π‘ But who powers Garmin I know who can. It's that small Korean factory Enovix has acquired. Who powers Meta That remains to be seen"
X Link @eenLien 2025-10-09T14:55Z 2216 followers, 4326 engagements
"$ENVX China's export controls on high-energy batteries and related materials effective November X 2025 are not a total prohibition but rather a licensing regime designed to restrict and monitor exports. What are the possible effects on Enovix π I asked Grok. (Spoiler: Things aren't looking too bad for our little company.)"
X Link @eenLien 2025-10-09T17:59Z 2220 followers, 2222 engagements
"@Lgbeano Absolutely. I never intended to mean it otherwise I just copied the title of the article and played with the word"
X Link @eenLien 2025-10-10T07:08Z 2218 followers, XX engagements
"$ENVX Choose the messy high impact stock others avoid π€ New podcast with Samira π©·"
X Link @eenLien 2025-10-10T20:34Z 2218 followers, 2088 engagements
"$ENVX We are important. And @Foldnow1984 @bleacherbum23 @jbecompslns @train9898 and @PhatChin are even more important now ππ"
X Link @eenLien 2025-10-10T21:21Z 2220 followers, 3531 engagements
"@LateReaponder $ENVX Samira perfectly reflects my impression of Enovix: - It's difficult - They deliver what they promise - The customer works for them - They are sincere - They do it with a purpose"
X Link @eenLien 2025-10-11T12:08Z 2220 followers, 1137 engagements
"$ENVX Here is Grok assessing Enovixs odds of becoming a major battery manufacturer (This means achieving scale (e.g. $1B+ annual revenue significant market share in premium segments like smartphones or wearables) profitability and sustained innovation by around 2030. πͺ Exciting times π"
X Link @eenLien 2025-10-12T11:14Z 2216 followers, 2099 engagements
"@mcinnes_danny I did not mean to side step I did not see a question besides Can Enovix be a meaningful battery player What was your question then"
X Link @eenLien 2025-10-12T11:51Z 2220 followers, XXX engagements
"1/3 $ENVX π $AAPL π Did Apple fall from the Enovix tree I've been connecting together some dots on Enovix's AR/VR deals. Quick recap some quotes from the latest earnings calls: Q4'24 : Analyst: In 2024 you had a couple of press releases one that mentioned a California company where you had an AR/VR I think mixed headset. And another one in December that was another potential customer with a similar sort of device. So can we confirm that this commercial purchase order is for one of those two companies Raj: Yes these are for actually from both the companies we have purchase orders. Q1 '25 :"
X Link @eenLien 2025-10-12T14:07Z 2220 followers, 2600 engagements
"2/3 $ENVX π $AAPL π Coincidence Or tied to Apple's Vision Pro pivot "Apple sharply cuts back on Vision Pro production" These rumors started in October 2024 but intensified this month with "Apple Pivots From Vision Pro to AI Smart Glasses as Meta Gains Edge" Reason mentioned for all this: weak sales (500K-600K units total vs. 8M forecast) due to a high price combined with a content drought. Hello "glasses". Goodbye "headset" remember"
X Link @eenLien 2025-10-12T14:07Z 2220 followers, 1359 engagements
"3/3 $ENVX π $AAPL π Samira's words in the 2B Bolder podcast: "We were trying to prioritize the sort of the augmented reality AR markets within our IoT portfolio. And it's still a nascent space but we made a conscious decision to invest early." Van What I read from it: Enovix prioritizes an emerging market and such an emerging market is not completely stable you cannot yet fully rely on it. On the other hand there's also that tiny voice of paranoia: "Is it possible that a battery failure caused the production stop" π ChatGPT: "Based on the available reporting it seems unlikely: news"
X Link @eenLien 2025-10-12T14:07Z 2220 followers, 1486 engagements
"$ENVX πͺ Enovix is drone-ready and will be networking this week at the yearly AUSA event. "The Association of the United States Army (AUSA) Annual Meeting & Exposition is the premier land power exposition and professional development forum in North Americaand the must-attend event for anyone involved in the defense sector. With over 44000 attendees 750+ exhibits and representation from XX countries this three-day event is where the global defense community converges to shape the future of national security.""
X Link @eenLien 2025-10-13T14:26Z 2220 followers, 2572 engagements
"@jloiterstein There's a good chance that Enovix has received a purchase order for advanced samples from Anduril"
X Link @eenLien 2025-10-13T15:28Z 2220 followers, XXX engagements
"@EnovixBurner @MotherCabriniNY It means he will be quiet from now on"
X Link @eenLien 2025-10-13T15:37Z 2220 followers, XXX engagements
"$ENVX πͺ On my watch list. Andurils Mission to Defend The Seas via @YouTube"
X Link @eenLien 2025-10-13T18:14Z 2220 followers, 2095 engagements
"$ENVX πͺ New material with even more coincidence. Kokam's X business focus areas neatly presented in their 2021 brochure"
X Link @eenLien 2025-10-13T18:31Z 2217 followers, 2878 engagements
"@MarkKWoodward Enovix shipped custom samples to a US defense customer in Q1. I don't know if they're already at this "in-device" stage"
X Link @eenLien 2025-10-13T20:57Z 2220 followers, XXX engagements
"$ENVX $ENPH @jmalchow Joe put Enovix and Enphase in the spotlight probably a spotlight powered by a flexible grid π§"
X Link @eenLien 2025-10-13T21:10Z 2218 followers, 2972 engagements
"$ENVX πͺ Enovix Korea FTW This is my intuition"
X Link @eenLien 2025-10-14T07:06Z 2218 followers, 2516 engagements
"$ENVX Enovix is on track to be in a phone at the end of the year the customer will end in-device testing this month. I believe the odds for a commercial order are high. This is a multi-year effort from both sides Enovix nd the customer. The longer in this qualification cycle the more confidence for real-world use. We don't really realize it but the amount samples now provided are 10-100 times more (just my guess) than in the previous stage. A year after SAT high-volume production is already happening from the HVM Line. To me the step to modest mass production is just a natural step in the"
X Link @eenLien 2025-10-14T10:54Z 2220 followers, 3680 engagements
"$ENVX In the Tech Disruptors podcast Raj was interviewed by a Bloomberg Senior Equity Research Analyst - US Chemicals"
X Link @eenLien 2025-10-14T13:02Z 2219 followers, 7628 engagements
"$ENVX π Elentec is listed as a major Smart Glasses-related stock in Korea after Samsung Electronics. "If smartphones were a revolution in the hands then AI glasses are a revolution in the eyes. . This change is both a technological advancement and a turning point in the direction of investment.""
X Link @eenLien 2025-10-14T18:39Z 2220 followers, 3085 engagements
"@GraingerRule1 Enovix is capturing the military market right now. It has a DoD contract it offers batteries specifically tailored for military use and the Korean government is Enovix Korea's biggest customer"
X Link @eenLien 2025-10-15T06:40Z 2219 followers, XXX engagements
"2/2 $ENVX π Fernweh Group meaning for Enovix"
X Link @eenLien 2025-10-15T12:09Z 2216 followers, 2230 engagements
/creator/twitter::eenLien