# ![@scbaker1904 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1626654154113384448.png) @scbaker1904 spencer baker

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

### Engagements: [-----] [#](/creator/twitter::1626654154113384448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:interactions.svg)

- [--] Week [------] -40%
- [--] Month [-------] +7.90%
- [--] Months [-------] +51%
- [--] Year [---------] +58%

### Mentions: [--] [#](/creator/twitter::1626654154113384448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:posts_active.svg)

- [--] Month [---] +8.40%
- [--] Months [---] +31%
- [--] Year [---] +17%

### Followers: [---] [#](/creator/twitter::1626654154113384448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:followers.svg)

- [--] Week [---] +0.68%
- [--] Month [---] +4.30%
- [--] Months [---] +24%
- [--] Year [---] +68%

### CreatorRank: [---------] [#](/creator/twitter::1626654154113384448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [luxury brands](/list/luxury-brands)  [events](/list/events)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$envx](/topic/$envx) #1, [enovix](/topic/enovix) #2, [$eose](/topic/$eose), [china](/topic/china), [smartphone](/topic/smartphone), [malaysia](/topic/malaysia), [samsung](/topic/samsung), [meta](/topic/meta), [stocks](/topic/stocks), [$amzn](/topic/$amzn)

**Top accounts mentioned or mentioned by**
[@enovixbatteries](/creator/undefined) [@eenlien](/creator/undefined) [@rocketpenguin75](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@bleacherbum23](/creator/undefined) [@latereaponder](/creator/undefined) [@joceyreyes209](/creator/undefined) [@banrube](/creator/undefined) [@2percentisfair](/creator/undefined) [@bullstkpicks](/creator/undefined) [@rajtalluri](/creator/undefined) [@foldnow1984](/creator/undefined) [@dohin](/creator/undefined) [@michelnantel](/creator/undefined) [@train9898](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@georgiusiiirex](/creator/undefined) [@charlesland123](/creator/undefined) [@xtimes1](/creator/undefined) [@jbulltard1](/creator/undefined)

**Top assets mentioned**
[Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Metadium (META)](/topic/$meta) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [QuantumScape Corporation (QS)](/topic/$qs) [Microsoft Corp. (MSFT)](/topic/microsoft) [OpenServ (SERV)](/topic/$serv) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [RAMP (RAMP)](/topic/ramp) [IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Motorola Solutions Inc (MSI)](/topic/motorola)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@QueenOfFibs @epictrades1 Hope youre not fibbing My best trade is Amzn. Guess its a buy on the Fibonacci signal"  
[X Link](https://x.com/scbaker1904/status/1689147688720216064)  2023-08-09T05:32Z [---] followers, [---] engagements


"$envx Just wondering if anyone has any knowledge of a tweeter called Robber Baroness She is almost certainly short Enovix and has posted negative comments recently. @joceyreyes209 @AlderLaneEggs @mcinnes_danny @sortalegendary1"  
[X Link](https://x.com/scbaker1904/status/1689329816938438657)  2023-08-09T17:36Z [---] followers, [----] engagements


"The battery revolution: rivals race for car market supremacy Financial Times"  
[X Link](https://x.com/scbaker1904/status/1690996086180020224)  2023-08-14T07:57Z [---] followers, [---] engagements


"One of [--] articles on batteries from FT. @AlderLaneEggs @joceyreyes209 @mcinnes_danny @HiddenPivots"  
[X Link](https://x.com/scbaker1904/status/1690996676515770368)  2023-08-14T07:59Z [--] followers, [---] engagements


"@BrakeFlow @joceyreyes209 @AlderLaneEggs @mcinnes_danny @HiddenPivots I dont think I have actually. Went there with my [--] eldest kids [--] years ago and they wouldnt have wanted to do that Tallest church in Europe or possibly the world I believe"  
[X Link](https://x.com/scbaker1904/status/1692193980690125288)  2023-08-17T15:17Z [--] followers, [--] engagements


"@kjkcapital @MrEnovix Thanks for this. Is there a press release or a link about the announcement"  
[X Link](https://x.com/scbaker1904/status/1693521038712176685)  2023-08-21T07:10Z [---] followers, [---] engagements


"Register Financial Advisors LLC Increases Stake in Enovix Co. as Analysts Remain Bullish - Best Stocks"  
[X Link](https://x.com/scbaker1904/status/1693552039152824439)  2023-08-21T09:14Z [---] followers, [----] engagements


"@Zerosumgame33 Hi Z33. Been following your tweets for a while and like your style. Am heavily into $ENVX and thinking of buying some $EOSE. Just wondering why you prefer the latter to the former Any particular reason"  
[X Link](https://x.com/scbaker1904/status/1695109237297357158)  2023-08-25T16:21Z [---] followers, [--] engagements


"@IcarusTrader Santa Claus rally traditionally starts on 1st December I thought"  
[X Link](https://x.com/scbaker1904/status/1696801414180200538)  2023-08-30T08:25Z [---] followers, [--] engagements


"@bleacherbum23 @rajtalluri A collaboration between $ENVX and $TXN seems like a no-brainer. Sooner the better considering latter is already talking to formers competition (LG and SK On probably)"  
[X Link](https://x.com/scbaker1904/status/1698000350966333500)  2023-09-02T15:50Z [---] followers, [---] engagements


"Can anyone challenge Chinas EV battery dominance Financial Times"  
[X Link](https://x.com/scbaker1904/status/1698273511427473712)  2023-09-03T09:55Z [---] followers, [--] engagements


"$Envx $Eose @AlderLaneEggs @joceyreyes209 @HiddenPivots @mcinnes_danny @x_times_1 Not entirely relevant (like the UK) but interesting nonetheless"  
[X Link](https://x.com/scbaker1904/status/1698276840920457451)  2023-09-03T10:08Z [---] followers, [---] engagements


"Why the electric vehicle battery race needs a recycling revolution Financial Times"  
[X Link](https://x.com/scbaker1904/status/1698580620262171071)  2023-09-04T06:15Z [--] followers, [--] engagements


"$envx $eose For sake of completeness heres the final article fresh off the press. Not an immediate concern but recycling will become an important issue @AlderLaneEggs @joceyreyes209 @HiddenPivots @mcinnes_danny @x_times_1"  
[X Link](https://x.com/scbaker1904/status/1698581732075647270)  2023-09-04T06:20Z [---] followers, [---] engagements


"Chinas battery plant rush raises fears of global squeeze Financial Times"  
[X Link](https://x.com/scbaker1904/status/1698584293562335585)  2023-09-04T06:30Z [---] followers, [--] engagements


"LSE Group draws up plans for blockchain-based digital assets business Financial Times"  
[X Link](https://x.com/scbaker1904/status/1698923667227308415)  2023-09-05T04:59Z [---] followers, [--] engagements


"@sortalegendary1 Just bought $eose for first time. At $3.61 it feels like a bargain"  
[X Link](https://x.com/scbaker1904/status/1699080216361000966)  2023-09-05T15:21Z [---] followers, [--] engagements


"This may help explain the recent price action of $envx and $eose"  
[X Link](https://x.com/scbaker1904/status/1699386516844298558)  2023-09-06T11:38Z [---] followers, [---] engagements


"@IcarusTrader I agree except IMO $eose has good potential. Similar to $envx its communications / IR has been poor leading to a recent sell off. I think they have both turned a corner. Im hoping both will be multi baggers but might take a couple of years to happen. @x_times_1"  
[X Link](https://x.com/scbaker1904/status/1700760788745548278)  2023-09-10T06:39Z [---] followers, [---] engagements


"Orkney islands to trial electric ferries to cut carbon emissions Scotland The Guardian $ENVX should / could be supplying batteries for ferries like these"  
[X Link](https://x.com/scbaker1904/status/1701230896521592842)  2023-09-11T13:47Z [---] followers, [---] engagements


"@IcarusTrader Unlimited losses on a short plus borrowing costs. Hard to be short long term. You can easily be long long term despite being in a losing trade"  
[X Link](https://x.com/scbaker1904/status/1701972585561416155)  2023-09-13T14:54Z [---] followers, [--] engagements


"European battery makers: start-ups back EUs EV ambitions Financial Times $Envx $Eose"  
[X Link](https://x.com/scbaker1904/status/1702937738771562944)  2023-09-16T06:49Z [---] followers, [--] engagements


"$ENVX makes top [--] of best growth stocks @joceyreyes209 @AlderLaneEggs #HappyLaborDay Sharing my new report: Top [--] Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month creating some very attractive (select) entry points $SOFI $SMCI $ENVX $IONQ $PLTR to name a few #AI New Report👉 https://t.co/rsv4EGJipp https://t.co/or5hHBbRdL #HappyLaborDay Sharing my new report: Top [--] Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month creating some very attractive (select) entry points $SOFI $SMCI $ENVX $IONQ $PLTR to name a few"  
[X Link](https://x.com/spenbaker/status/1703043491628974322)  2023-09-16T13:49Z [---] followers, [----] engagements


"Exclusive: EU may become as hooked on China batteries as it was on Russian energy Reuters Opportunity for $envx and $eose to replace unwanted Chinese suppliers"  
[X Link](https://x.com/scbaker1904/status/1703576462639448147)  2023-09-18T01:07Z [---] followers, [----] engagements


"@PaulLavigne17 Better to swap diesel car for petrol (gasoline) I think"  
[X Link](https://x.com/scbaker1904/status/1703661597082681536)  2023-09-18T06:45Z [---] followers, [--] engagements


"@PaulLavigne17 Seriously thinking if buying a BMW 330e. Use battery power for most journeys so should save a fortune especially if we get solar panels"  
[X Link](https://x.com/scbaker1904/status/1703742446973096041)  2023-09-18T12:07Z [---] followers, [--] engagements


"EU warns Elon Musk after Twitter found to have highest rate of disinformation X (formerly known as Twitter) The Guardian#"  
[X Link](https://x.com/scbaker1904/status/1706676512382996757)  2023-09-26T14:26Z [---] followers, [--] engagements


"@jbulltard1 @eliant_capital I am long $AMZN so may be biased but my legal brain totally agrees with you that this lawsuit is BS. Yes the company is huge but not a monopoly. Its got competition but they aint as good. I reckon the likes of Microsoft and Google monopolize way more than Amazon"  
[X Link](https://x.com/scbaker1904/status/1706948137418391568)  2023-09-27T08:25Z [---] followers, [--] engagements


"@banrube @kamilski @GeorgiusIIIRex @kjkcapital @EnovixBurner @rajtalluri As Cantor Fitzgerald states the acquisition of Routejade de-risks the manufacturing scale up"  
[X Link](https://x.com/scbaker1904/status/1707771403343208603)  2023-09-29T14:56Z [---] followers, [--] engagements


"@Andy__Moss Sounds good but nothing beats the Bundesliga. Hope you have a great weekend 🍻"  
[X Link](https://x.com/scbaker1904/status/1708136823355011175)  2023-09-30T15:08Z [---] followers, [--] engagements


"@BRL_Pilot @ShortsellerST Best Scottish dish out there"  
[X Link](https://x.com/scbaker1904/status/1708371722133479613)  2023-10-01T06:42Z [--] followers, [--] engagements


"Korea Zinc expands nickel production to meet US battery demand Financial Times"  
[X Link](https://x.com/scbaker1904/status/1708380345362522305)  2023-10-01T07:16Z [---] followers, [--] engagements


"South Korea going to be a battery powerhouse so move there by $ENVX was strategically important"  
[X Link](https://x.com/scbaker1904/status/1708381061510475940)  2023-10-01T07:19Z [---] followers, [--] engagements


"@IcarusTrader Sounds easy but its not. Especially this year with so much volatility when most indicators dont work. A good one in this environment is the EMA 200"  
[X Link](https://x.com/scbaker1904/status/1708733816284557821)  2023-10-02T06:41Z [---] followers, [--] engagements


"@RustingPianist @IcarusTrader Personally I believe they are too busy building the company. So IR is not their priority for now"  
[X Link](https://x.com/scbaker1904/status/1709966726962491750)  2023-10-05T16:20Z [---] followers, [--] engagements


"@kjkcapital You might have to change your name The experts afaik on $Eose seem to be @x_times_1 @HoodsterThe @Readytogo1231 @Zerosumgame33 @joceyreyes209"  
[X Link](https://x.com/scbaker1904/status/1710186396667760913)  2023-10-06T06:53Z [---] followers, [---] engagements


"@mcinnes_danny Well said. Im not sure what the shorts are left with competition maybe is all"  
[X Link](https://x.com/scbaker1904/status/1712044457690853601)  2023-10-11T09:56Z [---] followers, [---] engagements


"@_NightGrove Im no battery expert but isnt that battery based on [--] year old technology Tesla should be speaking to $ENVX their neighbors in Fremont about the latters game changing batteries"  
[X Link](https://x.com/scbaker1904/status/1713167119792156794)  2023-10-14T12:17Z [---] followers, [---] engagements


"@MamaBrisago @AlPutino Smart move by $eose. Germany is already the most green country in the west I believe. Illegal there to now install gas or oil boilers. Solar power is going thru the roof there 😉"  
[X Link](https://x.com/scbaker1904/status/1713785895973736756)  2023-10-16T05:16Z [--] followers, [---] engagements


"Cryptocurrencies play endemic role in organised crime Met Police say"  
[X Link](https://x.com/scbaker1904/status/1714503027707498622)  2023-10-18T04:45Z [---] followers, [--] engagements


"$ENVX $EOSE"  
[X Link](https://x.com/scbaker1904/status/1716056243616227542)  2023-10-22T11:37Z [--] followers, [---] engagements


"@EnovixBurner Good find. The quote below is revealing: London Fire Brigade has warned that fires involving lithium batteries are the fastest-growing fire risk in London"  
[X Link](https://x.com/scbaker1904/status/1716383185787871265)  2023-10-23T09:16Z [--] followers, [--] engagements


"@LxeonR Any of the German car makers got fabs in Malaysia I wonder If so they should be directed to Enovix to discuss battery solutions. I believe car fabs in USA are in Midwest or Deep South so nowhere near Fremont CA"  
[X Link](https://x.com/scbaker1904/status/1718296210723746271)  2023-10-28T15:58Z [---] followers, [--] engagements


"@LxeonR There = Malaysia"  
[X Link](https://x.com/scbaker1904/status/1718301337559912618)  2023-10-28T16:18Z [---] followers, [--] engagements


"@x_times_1 @bert_gilfoyle Looking bullish now for $eose despite the bearish market. I hope retail is reassured by your excellent analysis hopefully a positive earnings call on [--] Nov then the Santa rally starting [--] weeks later 🙏"  
[X Link](https://x.com/scbaker1904/status/1718526992981635393)  2023-10-29T07:15Z [---] followers, [---] engagements


"BMW sticht Tesla aus: Neuer Akku bringt [--] Prozent mehr Reichweite - COMPUTER BILD $ENVX BMW getting a bigger battery than Tesla with 40% more range"  
[X Link](https://x.com/scbaker1904/status/1718551057448759312)  2023-10-29T08:51Z [---] followers, [--] engagements


"Tesla should speak to @EnovixBatteries"  
[X Link](https://x.com/scbaker1904/status/1718552089230533058)  2023-10-29T08:55Z [---] followers, [--] engagements


"@eenLien Similar companies so similar earnings call I presume"  
[X Link](https://x.com/scbaker1904/status/1718582248159543565)  2023-10-29T10:55Z [---] followers, [---] engagements


"EOS Energy Stock: In Hopes Of A Bullish Squeeze Showdown (NASDAQ:EOSE) Seeking Alpha $EOSE buy rating reaffirmed https://seekingalpha.com/article/4646981-eos-energy-hopes-bullish-squeeze-showdown https://seekingalpha.com/article/4646981-eos-energy-hopes-bullish-squeeze-showdown"  
[X Link](https://x.com/scbaker1904/status/1720343168766370062)  2023-11-03T07:32Z [---] followers, [----] engagements


"$ENVX Tesla will need @EnovixBatteries to maintain market share. Note that BMW is not the one reducing prices and I dont see that ever happening"  
[X Link](https://x.com/scbaker1904/status/1720467607281693053)  2023-11-03T15:46Z [---] followers, [----] engagements


"$envx I had once thought Freyr was one of our main competitors. Now I know why their sp has been tanking We are short $FREY. Full report and disclosure at https://t.co/tsiFkW3bYd We are short $FREY. Full report and disclosure at https://t.co/tsiFkW3bYd"  
[X Link](https://x.com/scbaker1904/status/1723004420764455308)  2023-11-10T15:47Z [---] followers, [----] engagements


"$ENVX I believe right now is the ideal time to start building out a small-cap portfolio as many are down significantly from their peaks -- here are some of my favorite names in my portfolio 👇 [--]. $AEHR (Aehr Test Systems) Competitive Advantage: They specialize in test and burn-in https://t.co/WzmdT2qIMx I believe right now is the ideal time to start building out a small-cap portfolio as many are down significantly from their peaks -- here are some of my favorite names in my portfolio 👇 [--]. $AEHR (Aehr Test Systems) Competitive Advantage: They specialize in test and burn-in"  
[X Link](https://x.com/scbaker1904/status/1723423816578191360)  2023-11-11T19:33Z [---] followers, [---] engagements


"@eenLien And favouring longer duration storage. Bullish for $eose"  
[X Link](https://x.com/scbaker1904/status/1724517789048647694)  2023-11-14T20:00Z [---] followers, [---] engagements


"@jawwwn_ Plus $eose who are more in need of that government largesse"  
[X Link](https://x.com/scbaker1904/status/1724853406580224458)  2023-11-15T18:14Z [---] followers, [---] engagements


"Swedens Northvolt unveils new sodium-ion cell technology amid EV demand surge $ENVX No concern for us Envx longs as this new tech is ten years away and targets EVs and energy storage anyway https://www.thenationalnews.com/business/energy/2023/11/21/swedens-northvolt-unveils-new-sodium-ion-cell-technology-amid-ev-demand-surge/ https://www.thenationalnews.com/business/energy/2023/11/21/swedens-northvolt-unveils-new-sodium-ion-cell-technology-amid-ev-demand-surge/"  
[X Link](https://x.com/spenbaker/status/1726911748970545597)  2023-11-21T10:33Z [---] followers, [----] engagements


"$ENVX @EnovixBatteries Presumably Envx isnt attending this upcoming Future Battery Forum. Judging by the participants its mostly a European affair. Envx has more important fish to fry rn but hopefully will attend next years forum. #Berlin is focusing on new technologies for the global energy transition. Meet us at the Future Battery Forum in Berlin November 27-28 and talk to us about how we can support you with our free services https://t.co/UkzM1i2yOm #Berlin is focusing on new technologies for the global energy transition. Meet us at the Future Battery Forum in Berlin November 27-28 and"  
[X Link](https://x.com/spenbaker/status/1727601669972623825)  2023-11-23T08:15Z [---] followers, [---] engagements


"$EOSE described as a top player in clean energy"  
[X Link](https://x.com/scbaker1904/status/1728057854064525664)  2023-11-24T14:27Z [---] followers, [---] engagements


"@Integrity4mkts I get that but hope EU and US will move to throttle imports of Chinese EVs. Americans hate Chinese products anyway. The EU will hopefully after their subsidy probe slap tariffs on Chinese EVs. Either way change is happening"  
[X Link](https://x.com/scbaker1904/status/1728110114429890588)  2023-11-24T17:55Z [---] followers, [--] engagements


"@jbulltard1 @Molson_Hart Why buy Chinese crap from Temu or TikTok Be patriotic and buy from $amzn"  
[X Link](https://x.com/scbaker1904/status/1728374919938093171)  2023-11-25T11:27Z [---] followers, [---] engagements


"@jbulltard1 $amzn not in Finland yet so shipping there might take an extra day I presume"  
[X Link](https://x.com/scbaker1904/status/1728442644274319793)  2023-11-25T15:56Z [---] followers, [--] engagements


"$ENVX I believe right now is the ideal time to start building out a small-cap portfolio as many are down significantly from their peaks -- here are some of my favorite names that I own/watching in my portfolio 👇 [--]. $ASTS (AST SpaceMobile) Business Description: Focused on building https://t.co/BTNzekpjop I believe right now is the ideal time to start building out a small-cap portfolio as many are down significantly from their peaks -- here are some of my favorite names that I own/watching in my portfolio 👇 [--]. $ASTS (AST SpaceMobile) Business Description: Focused on building"  
[X Link](https://x.com/scbaker1904/status/1728445047299875162)  2023-11-25T16:06Z [---] followers, [---] engagements


"@MrNotAdvice The figure is +18% for the currently produced ex1. The ex2 has a figure of +30% plus fast charging and will be in smartphones in [----]. Question on meaningful revenue was well covered in the earnings call. So I fail to understand your negativity"  
[X Link](https://x.com/scbaker1904/status/1730287015566967281)  2023-11-30T18:05Z [---] followers, [--] engagements


"@Ron_C_Hagen Even if theres a recession I doubt therell be much of a slowdown in smartphone sales. People generally prioritize smartphones and having the latest model above all else. Ofc Envx also is prioritizing production of batteries for smartphones"  
[X Link](https://x.com/scbaker1904/status/1731334332877287457)  2023-12-03T15:27Z [---] followers, [---] engagements


"@jj23rtz @stowage_jack @BradMunchen @AnchorInvestor @fly4dat @jurabilis @PolitiReality @StanphylCap Music to my ears. Worst performer is Tesla (declining in China UK and now Germany). Best is BMW at +15.8%"  
[X Link](https://x.com/scbaker1904/status/1732412162277351651)  2023-12-06T14:50Z [---] followers, [---] engagements


"Why the EU now plans to delay post-Brexit tariffs on electric vehicles Automotive industry The Guardian Obviously to save German car makers paying tariffs. Also benefits Tesla"  
[X Link](https://x.com/scbaker1904/status/1732424481245684081)  2023-12-06T15:39Z [---] followers, [--] engagements


"@mcinnes_danny @eenLien About a decade ago some friends and I had a long weekend away in Scotland. It was October and England was enjoying a rare heatwave. It was over 30C when we left Bristol. Landing in Edinburgh it was way cooler. But driving thru the Highlands it became winter cloudy & freezing 🥶"  
[X Link](https://x.com/scbaker1904/status/1733400415939527156)  2023-12-09T08:17Z [---] followers, [--] engagements


"@GrassmanWilliam Germany currently invests more than any other western country in renewable energy. More than half its energy needs is from renewables and growing all the time. So perfect place for Eose batteries"  
[X Link](https://x.com/scbaker1904/status/1734246150956372415)  2023-12-11T16:17Z [---] followers, [---] engagements


"@Clubgoer79 @MamaBrisago Long term hold. Need patience. SP rockets after co proves itself to the skeptics"  
[X Link](https://x.com/scbaker1904/status/1734636948478640300)  2023-12-12T18:10Z [---] followers, [--] engagements


"@QuantumFuzzball @joceyreyes209 @EnovixBatteries Only hope to start sampling in [----] is hogwash. At the earnings call it was confirmed that EX2 will be in phones in 2025"  
[X Link](https://x.com/scbaker1904/status/1734880538857484758)  2023-12-13T10:18Z [---] followers, [---] engagements


"Two die in separate accidents at Northvolt battery gigafactory in Sweden Setback for potential $envx competitor https://www.ft.com/content/59908351-a1ff-4081-8463-5f18a7caceca https://www.ft.com/content/59908351-a1ff-4081-8463-5f18a7caceca"  
[X Link](https://x.com/scbaker1904/status/1735966539822649537)  2023-12-16T10:14Z [---] followers, [----] engagements


"@MichelNantel Agreed. I like $eose but its even more of a long-term hold than Envx"  
[X Link](https://x.com/scbaker1904/status/1736036242884624421)  2023-12-16T14:51Z [---] followers, [---] engagements


"$envx $eose"  
[X Link](https://x.com/scbaker1904/status/1736060470153376248)  2023-12-16T16:27Z [---] followers, [---] engagements


"@LxeonR Agreed. Be conservative and sceptical. Also some dilution is far better than insolvency"  
[X Link](https://x.com/scbaker1904/status/1736338993292153236)  2023-12-17T10:54Z [---] followers, [--] engagements


"Chinese semiconductor firms turn to Malaysia for high-end chip assembly amid US sanction fears - Business & Economy News $Envx clearly made the right move in setting up production in Malaysia"  
[X Link](https://x.com/scbaker1904/status/1736628455939232190)  2023-12-18T06:04Z [---] followers, [----] engagements


"$ENVX This just arrived in my mailbox; yet another analyst has wised up"  
[X Link](https://x.com/spenbaker/status/1736745502526362007)  2023-12-18T13:49Z [---] followers, [----] engagements


"Dump the U.K. stock market for the U.S. major activist investor tells companies looking to increase their value UK in a doom loop since about [----] I believe"  
[X Link](https://x.com/scbaker1904/status/1736747679416254620)  2023-12-18T13:58Z [---] followers, [--] engagements


"$eose Life changing 👀"  
[X Link](https://x.com/scbaker1904/status/1737528136273994045)  2023-12-20T17:39Z [---] followers, [---] engagements


"Tesla faces inquiry by Norway's safety regulator over suspension failures $tsla @jbulltard1"  
[X Link](https://x.com/scbaker1904/status/1737767921378619571)  2023-12-21T09:32Z [---] followers, [--] engagements


"Anteil erneuerbarer Energien Energy-Charts 110% of all energy produced in Germany today is from renewable sources. Bodes well for $eose and its German partner"  
[X Link](https://x.com/scbaker1904/status/1738213881196036434)  2023-12-22T15:04Z [---] followers, [---] engagements


"@eenLien No mention of zinc so $eose probably unaffected. $Envx is materials agnostic so also is unaffected and this is bad news for its competitors who use graphite anodes"  
[X Link](https://x.com/scbaker1904/status/1738500703805739206)  2023-12-23T10:04Z [---] followers, [---] engagements


"U.S. Offshore Wind Industry Set for Success in [----] Offshore wind taking off next year. Bullish for $eose 🤔"  
[X Link](https://x.com/anyuser/status/1738508995512451533)  2023-12-23T10:36Z [--] followers, [---] engagements


"7 Market Predictions for [----] Smaller names to outperform in [----]. $eose $envx $byon"  
[X Link](https://x.com/anyuser/status/1738587842735919386)  2023-12-23T15:50Z [--] followers, [---] engagements


"@eenLien Tesla should just up with battery production and partner with $envx. Absent a great battery Tsla has nothing and goes bk"  
[X Link](https://x.com/spenbaker/status/1738893384758997324)  2023-12-24T12:04Z [---] followers, [---] engagements


"Merry Xmas batt fam. Heres to our returns next year being electrocuted I mean electrified 🥃🎅🏼🎄 $envx $eose"  
[X Link](https://x.com/spenbaker/status/1739234373159838083)  2023-12-25T10:39Z [---] followers, [---] engagements


"$Envx x2 + $Eose For a Christmas special -- here are my 'Top Stocks to Watch in 2024' broken down by sector that's on my radar for my growth portfolio 👇 🤖Generative AI $MSFT $SNOW $PLTR $MDB $DDOG $CFLT 💸Fintech $SOFI $PYPL $FOUR $DLO $HOOD $ADYEY $NU 🎲Small Caps $TMDX For a Christmas special -- here are my 'Top Stocks to Watch in 2024' broken down by sector that's on my radar for my growth portfolio 👇 🤖Generative AI $MSFT $SNOW $PLTR $MDB $DDOG $CFLT 💸Fintech $SOFI $PYPL $FOUR $DLO $HOOD $ADYEY $NU 🎲Small Caps $TMDX"  
[X Link](https://x.com/scbaker1904/status/1739310243073405252)  2023-12-25T15:40Z [---] followers, [---] engagements


"@BCHCountry @UnicusResearch @operationdanish @DavidDTawil @ParrotCapital BCH is right. They dont call it daily fail for nothing"  
[X Link](https://x.com/anyuser/status/1739922004570939512)  2023-12-27T08:11Z [--] followers, [--] engagements


"$envx $eose GFI shows were currently in extreme greed. Prices might edge higher over next few days but no significant moves until [--] January when normal trading resumes"  
[X Link](https://x.com/scbaker1904/status/1740322544618471768)  2023-12-28T10:43Z [---] followers, [---] engagements


"@StonksReddit Quite right. Every automaker can say they do AI and robotics"  
[X Link](https://x.com/anyuser/status/1740660025172087292)  2023-12-29T09:04Z [--] followers, [---] engagements


"No danger of $Envx appearing on this list now. Short interest has fallen to 27%. Not looking so good for $trup and $rily $TSLA Big Shorts. stocks with the highest short interest. A reminder that Tesla has less than 3% short interest yet many still think it's highly shorted. https://t.co/BqXwbLxiav $TSLA Big Shorts. stocks with the highest short interest. A reminder that Tesla has less than 3% short interest yet many still think it's highly shorted. https://t.co/BqXwbLxiav"  
[X Link](https://x.com/scbaker1904/status/1740663158010773557)  2023-12-29T09:16Z [---] followers, [----] engagements


"@MrNotAdvice @ChadLaprince @TheTriggerTrade Mostly agree. But buy and hold certain growth stocks with a trailing stop is not that dumb. Do you predict a crash in 2024"  
[X Link](https://x.com/scbaker1904/status/1740664197460140114)  2023-12-29T09:20Z [---] followers, [--] engagements


"@tumble_wood @StonksReddit Idk about Jeep but Hyandai which owns Kia does have ML scientists. And they are both a cheap brand"  
[X Link](https://x.com/scbaker1904/status/1740762005563441546)  2023-12-29T15:49Z [---] followers, [--] engagements


"@eenLien I try to forget that But seriously must get up to the arena early next year to watch Bayer [--] 🍻⚽"  
[X Link](https://x.com/anyuser/status/1741211969166717265)  2023-12-30T21:37Z [--] followers, [--] engagements


"@jawwwn_ @FinancialTimes And $EOSE"  
[X Link](https://x.com/scbaker1904/status/1741405307320873462)  2023-12-31T10:25Z [---] followers, [---] engagements


"$AMZN STOCKS THAT HAVE THE HIGHEST NUMBER OF BUY RECOMMENDATIONS FROM ANALYSTS FOR [----] AMAZON [--] FACEBOOK [--] MICROSOFT [--] NVIDIA [--] GOOGLE [--] UBER [--] CROWDSTRIKE [--] SALESFORCE [--] MASTARCARD [--] PALO ALTO [--] AMD [--] VISA [--] WALMART [--] NETFLIX [--] SERVICENOW [--] BLOCK [--] MCDONALDS [--] STOCKS THAT HAVE THE HIGHEST NUMBER OF BUY RECOMMENDATIONS FROM ANALYSTS FOR [----] AMAZON [--] FACEBOOK [--] MICROSOFT [--] NVIDIA [--] GOOGLE [--] UBER [--] CROWDSTRIKE [--] SALESFORCE [--] MASTARCARD [--] PALO ALTO [--] AMD [--] VISA [--] WALMART [--] NETFLIX [--] SERVICENOW [--] BLOCK [--] MCDONALDS 35"  
[X Link](https://x.com/scbaker1904/status/1741406047070306329)  2023-12-31T10:28Z [---] followers, [--] engagements


"Eos energy storage pipeline grows by $1.3B amid shift to larger longer-duration projects Utility Dive $eose"  
[X Link](https://x.com/scbaker1904/status/1741423287291273234)  2023-12-31T11:37Z [---] followers, [---] engagements


"This guy is quite savvy. I especially like his picks in the energy and space sectors $envx $eose Lets take a look at my favorite small-cap stocks for each category for [----] 👇 Fintech: $MQ $PGY $RMLY $UPST Energy/Solar: $STEM $ENVX $FLNC $EOSE $ASPN $OUST Space: $RKLB $ASTS $PL Consumer: $JMIA $HIMS $LMND Semis: $INDI $NVTS $AEHR Biotech: $NTLA $BEAM $VERV Lets take a look at my favorite small-cap stocks for each category for [----] 👇 Fintech: $MQ $PGY $RMLY $UPST Energy/Solar: $STEM $ENVX $FLNC $EOSE $ASPN $OUST Space: $RKLB $ASTS $PL Consumer: $JMIA $HIMS $LMND Semis: $INDI $NVTS $AEHR"  
[X Link](https://x.com/scbaker1904/status/1742149484803453220)  2024-01-02T11:42Z [---] followers, [---] engagements


"@jbulltard1 And if delivery numbers were so great why have they now been overtaken by BYD as worlds biggest EV maker"  
[X Link](https://x.com/scbaker1904/status/1742203180371370461)  2024-01-02T15:16Z [---] followers, [---] engagements


"Not a good start to the year for EM according to The Guardian $tsla"  
[X Link](https://x.com/scbaker1904/status/1742208305215287300)  2024-01-02T15:36Z [---] followers, [--] engagements


"@jbulltard1 How can any sane person prefer the Tesla over the Porsche"  
[X Link](https://x.com/scbaker1904/status/1742230264707751959)  2024-01-02T17:03Z [---] followers, [--] engagements


"@keeganm5858 @GeorgiusIIIRex Fine by me too but I will still wait for it to go in an iPhone anyway"  
[X Link](https://x.com/scbaker1904/status/1742271713432268812)  2024-01-02T19:48Z [---] followers, [--] engagements


"@_bj_bj_bj_ @eenLien Them plus Oppo if memory serves. And Lenovo for laptops. Not to mention customers for other devices"  
[X Link](https://x.com/scbaker1904/status/1742862453543772170)  2024-01-04T10:56Z [---] followers, [--] engagements


"@jbulltard1 The answer is a [---] cabrio At least Lambos are reliable since Audi took over"  
[X Link](https://x.com/scbaker1904/status/1743551101729726597)  2024-01-06T08:32Z [---] followers, [--] engagements


"EU announces 4bn state aid to back battery and green tech factories Manufacturing sector The Guardian $envx $eose"  
[X Link](https://x.com/scbaker1904/status/1744374941342949674)  2024-01-08T15:06Z [---] followers, [---] engagements


"Greetings from Morocco 😎 Ofc every bugger here has a smartphone but nobody has an EV. So this reinforces my conviction that $envx made the right move by focusing on phone batteries first"  
[X Link](https://x.com/spenbaker/status/1745550066180321395)  2024-01-11T20:55Z [---] followers, [----] engagements


"Northvolt confirms $5bn debt financing round $envx $eose Northvolts CEO is rather cheeky claiming to have the worlds greenest battery. Thats BS imho"  
[X Link](https://x.com/scbaker1904/status/1747193955932946717)  2024-01-16T09:47Z [--] followers, [---] engagements


"Volkswagen and Rivals Plug Away at Solid-State Battery Puzzle The plot thickens. Seems like $envx still has a good chance of cornering the EV market one day"  
[X Link](https://x.com/scbaker1904/status/1747197197681090691)  2024-01-16T10:00Z [--] followers, [---] engagements


"@RocketPenguin75 Especially hard for start ups. I thought I read recently that northvolt applied for funding from US. But they did get nearly half a billion dollars from Canada a billion euros from Germany and now a [--] billion euro green loan. Making batteries is hard and expensive"  
[X Link](https://x.com/scbaker1904/status/1747207323011989877)  2024-01-16T10:41Z [---] followers, [--] engagements


"Ola Electric heads for two-wheeler IPO in Indias first EV listing $envx Indian EV scooter makers would make good customers for Enovix soon. They certainly could do with @EnovixBatteries"  
[X Link](https://x.com/scbaker1904/status/1747559120297669037)  2024-01-17T09:58Z [---] followers, [---] engagements


"$eose Europe needs Eos batteries EOS should join EASE @Zerosumgame33 If Western Europe needs something it's grid storage. While on average the green energy wave has occurred there already over the past two decades (solar and wind having been deployed) and while on average production of green energy is 10-20% - during many if not most days of the @Zerosumgame33 If Western Europe needs something it's grid storage. While on average the green energy wave has occurred there already over the past two decades (solar and wind having been deployed) and while on average production of green energy is"  
[X Link](https://x.com/scbaker1904/status/1747657843799388241)  2024-01-17T16:31Z [---] followers, [---] engagements


"Brussels estimates grid investments of [---] billion euros per year are needed until [----] to meet green goals. Much of that is expected to come from private sources or be paid for through grid tariffs"  
[X Link](https://x.com/scbaker1904/status/1747657987940848034)  2024-01-17T16:31Z [---] followers, [--] engagements


"Raymond James & Associates Increases Stake in Enovix Co. (NASDAQ:ENVX) - MarketBeat Half of $envx is now owned by institutions https://www.marketbeat.com/instant-alerts/nasdaq-envx-sec-filing-2024-01-19/ https://www.marketbeat.com/instant-alerts/nasdaq-envx-sec-filing-2024-01-19/"  
[X Link](https://x.com/scbaker1904/status/1748356499749896468)  2024-01-19T14:47Z [---] followers, [----] engagements


"@dry__powder @EnovixBatteries Snow in Korea is likely but not in Malaysia"  
[X Link](https://x.com/scbaker1904/status/1748457469435609151)  2024-01-19T21:28Z [---] followers, [--] engagements


"@joceyreyes209 Thank you Greg for your invaluable contributions and for setting the record straight etc. The bearish market for small caps is akin to a retail shakedown. Certainly your tweets will help many investors (the ones who havent done much DD) stay long and strong on $envx"  
[X Link](https://x.com/scbaker1904/status/1748615604246868086)  2024-01-20T07:57Z [---] followers, [---] engagements


"$envx Announcements will really happen closer to smartphone release dates - so lack of customer announcements now is another dead short thesis $ENVX Was lucky enough to be able to ask some questions to Raj. My main takeaways from the Q&A: Did I get anything wrong @eenLien 😄 https://t.co/h9UMfRNnWP $ENVX Was lucky enough to be able to ask some questions to Raj. My main takeaways from the Q&A: Did I get anything wrong @eenLien 😄 https://t.co/h9UMfRNnWP"  
[X Link](https://x.com/scbaker1904/status/1748639429390921777)  2024-01-20T09:31Z [---] followers, [----] engagements


"@GeorgiusIIIRex Sept is too early unless envx are ahead of schedule. They said the battery will be in phones in [----] so Samsung next January would be a result. Announcements could come late this year"  
[X Link](https://x.com/scbaker1904/status/1748718918200447139)  2024-01-20T14:47Z [---] followers, [--] engagements


"$envx Top [--] growth stock though judging by [----] revenue growth its easily Number [--] [--]. $ENVX Enovix Corporation Enterprise Value $1.4B [----] Revenue $18M [----] Revenue Growth 538% Industry Battery Tech (3D Silicon Lithium-ion Batteries) Competitive Advantage: They're changing the game in the battery industry with its 3D Silicon https://t.co/2o8ik1xaWF [--]. $ENVX Enovix Corporation Enterprise Value $1.4B [----] Revenue $18M [----] Revenue Growth 538% Industry Battery Tech (3D Silicon Lithium-ion Batteries) Competitive Advantage: They're changing the game in the battery industry with its 3D Silicon"  
[X Link](https://x.com/scbaker1904/status/1748747839000203536)  2024-01-20T16:42Z [---] followers, [----] engagements


"Big tech boom or bust Experts see signs of strength after wave of layoffs Technology sector The Guardian New tech bull market. Break out the popcorn $amzn"  
[X Link](https://x.com/scbaker1904/status/1749361872275460327)  2024-01-22T09:22Z [---] followers, [--] engagements


"$eose = number [--] favorite solar name To review my top [--] solar names in order from most to least "expensive" based on [----] valuations 👇 [--]. $EOSE [--]. $FSLR [--]. $SEDG [--]. $ARRY [--]. $SPWR [--]. $ASPN [--]. $FLNC [--]. $STEM [--]. $ENPH [--]. $RUN To review my top [--] solar names in order from most to least "expensive" based on [----] valuations 👇 [--]. $EOSE [--]. $FSLR [--]. $SEDG [--]. $ARRY [--]. $SPWR [--]. $ASPN [--]. $FLNC [--]. $STEM [--]. $ENPH [--]. $RUN"  
[X Link](https://x.com/scbaker1904/status/1749842768820621626)  2024-01-23T17:13Z [---] followers, [---] engagements


"@jbulltard1 That car will be a lemon. Next well be having bmw phones and laptops"  
[X Link](https://x.com/anyuser/status/1749878695412515158)  2024-01-23T19:36Z [--] followers, [--] engagements


"@StockSavvyShay Probably never be a better time to buy $eose imho"  
[X Link](https://x.com/scbaker1904/status/1750934216701890579)  2024-01-26T17:30Z [---] followers, [---] engagements


"$envx Translation of Seoul news article"  
[X Link](https://x.com/spenbaker/status/1752999285535187313)  2024-02-01T10:16Z [---] followers, 55K engagements


"Amazon profits surge on strong trading season and cloud computing growth Amazon The Guardian Great earnings call for $amzn. Topped [---] in AH"  
[X Link](https://x.com/scbaker1904/status/1753321861281128583)  2024-02-02T07:38Z [---] followers, [--] engagements


"Amazon predicts cloud growth will gain steam as earnings bounce back $amzn knocked it out of the park"  
[X Link](https://x.com/scbaker1904/status/1753419835944444131)  2024-02-02T14:07Z [---] followers, [--] engagements


"$envx Looking at this map its striking that Enovix is so well located for its customers in US South Korea and China. Also for big potential customers in Japan"  
[X Link](https://x.com/scbaker1904/status/1754094450517692726)  2024-02-04T10:48Z [---] followers, [----] engagements


"Samsung Galaxy S24 Ultra review: the Swiss army knife of phones now with AI Samsung The Guardian $envx New phone apparently has a long battery-life but is massive and heavy. Surely an Enovix battery would reduce weight and size"  
[X Link](https://x.com/scbaker1904/status/1754414112426107381)  2024-02-05T07:58Z [---] followers, [----] engagements


"Also Samsung doesnt disclose the lifespan of the battery so presumably it is not long and capacity declines relatively quickly"  
[X Link](https://x.com/scbaker1904/status/1754414806193287287)  2024-02-05T08:00Z [---] followers, [---] engagements


"@jawwwn_ Not at all. The latter is generally banal or trivial crap. Former is stuff that really interests you"  
[X Link](https://x.com/scbaker1904/status/1754918541394850062)  2024-02-06T17:22Z [---] followers, [--] engagements


"@kamilski Certainly moves higher on FAT confirmation. But I think real squeeze happens when big smartphone customers are announced"  
[X Link](https://x.com/scbaker1904/status/1754922116833476744)  2024-02-06T17:36Z [---] followers, [---] engagements


"The intertwined fortunes of YBS and Enovix $envx Can Enovix capture the lions share of the li-ion market 🤔😉 https://theedgemalaysia.com/node/699071 https://theedgemalaysia.com/node/699071"  
[X Link](https://x.com/scbaker1904/status/1755152058997424163)  2024-02-07T08:50Z [---] followers, [----] engagements


"@RocketPenguin75 @SaviRoman Waiting for the imminent podcast or earnings call probably"  
[X Link](https://x.com/spenbaker/status/1755321905932857613)  2024-02-07T20:05Z [---] followers, [--] engagements


"Europes deepest mine to become gravity battery for storing renewable energy The Independent $eose Interesting piece about UGES in a zinc and copper mine"  
[X Link](https://x.com/scbaker1904/status/1755663865281458328)  2024-02-08T18:44Z [---] followers, [---] engagements


"Duke Energy to remove Chinese battery giant CATL from Camp Lejeune - Reuters (NYSE:DUK) Seeking Alpha $eose Opportunity for Eos to replace CATL"  
[X Link](https://x.com/scbaker1904/status/1756225798959223101)  2024-02-10T07:57Z [---] followers, [----] engagements


"Forget range anxiety: we should really worry about Chinas global dominance in the electric car market John Naughton The Guardian $envx Tariffs on imported Chinese EVs coming soon probably"  
[X Link](https://x.com/scbaker1904/status/1756592193878241473)  2024-02-11T08:13Z [---] followers, [---] engagements


"@_bj_bj_bj_ @RocketPenguin75 If $envx has the worlds best EV battery which is likely at least for a few years it stands to reason they would partner up initially with the worlds finest cars. That has to be one of Porsche BMW or Mercedes. Itd be demeaning to have it in a Kia"  
[X Link](https://x.com/scbaker1904/status/1756629861051814125)  2024-02-11T10:42Z [---] followers, [---] engagements


"@eenLien Didnt know Apple and Huawei were already evaluating $envx batteries. Whered he get that info"  
[X Link](https://x.com/scbaker1904/status/1756759972854006163)  2024-02-11T19:19Z [---] followers, [---] engagements


"@eenLien This chart is interesting. $vow outselling $tsla by 3:1"  
[X Link](https://x.com/scbaker1904/status/1757345562393723237)  2024-02-13T10:06Z [---] followers, [--] engagements


"@OBGInvestments @Clubgoer79 @JoeMastrangelo8 Theres no doubt Club is a short. Hes never once said anything positive about $eose"  
[X Link](https://x.com/scbaker1904/status/1758772021259821110)  2024-02-17T08:35Z [---] followers, [---] engagements


"@OBGInvestments @Clubgoer79 @JoeMastrangelo8 Club youre blocked. Rest of $eose family I suggest you also block him as he has nothing to contribute apart from talking the stock down spreading FUD etc. Hes also a sociopath and a short or troll"  
[X Link](https://x.com/scbaker1904/status/1758904437240717459)  2024-02-17T17:21Z [---] followers, [---] engagements


"National Battery Day (February 18th) Days Of The Year Happy Battery Day $envx $eose https://www.daysoftheyear.com/days/battery-day/ https://www.daysoftheyear.com/days/battery-day/"  
[X Link](https://x.com/spenbaker/status/1759142800396869861)  2024-02-18T09:08Z [---] followers, [----] engagements


"Have we identified a monster in $envx I've found that there is nothing more powerful than identifying the leading stocks in any market. That was true when I was trading 10-minute charts as a market maker and it's true now when I hold stocks for months as a position trader. When you catch hold of a leader you gain I've found that there is nothing more powerful than identifying the leading stocks in any market. That was true when I was trading 10-minute charts as a market maker and it's true now when I hold stocks for months as a position trader. When you catch hold of a leader you gain"  
[X Link](https://x.com/scbaker1904/status/1759272905697820850)  2024-02-18T17:45Z [---] followers, [----] engagements


"@AnalyticalOn @bleacherbum23 Totally agree. My question was a bit rhetorical TAM is unbelievably huge and also includes IoT robotics and power tools"  
[X Link](https://x.com/scbaker1904/status/1759299383047119137)  2024-02-18T19:30Z [---] followers, [--] engagements


"@Doc3411 @RocketPenguin75 @MrEnovix @MichelNantel Kia is a brand of Hyundai. Despite the Korean connection I dont think $envx will partner with them to begin with. They want the biggest or best hence BYD or a German prestige marque. Either would ofc propel the sp"  
[X Link](https://x.com/scbaker1904/status/1759330717077483693)  2024-02-18T21:35Z [---] followers, [---] engagements


"CenterBook Partners LP Boosts Holdings in Enovix Co. (NASDAQ:ENVX) - MarketBeat $ENVX Blackrock Vanguard and other institutions recently increased their stake in Enovix. Bodes well for tomorrow 🙏"  
[X Link](https://x.com/scbaker1904/status/1759633221417836675)  2024-02-19T17:37Z [---] followers, [---] engagements


"$envx Raj in the EC said theyre going to make the cells for EVs in Fremont. They have done a deal with a leading automaker (I cant see a reference to that being a US one but thatd make sense due to fab location) and are talking to other automakers. USP is the v fast charging"  
[X Link](https://x.com/spenbaker/status/1761092446627205361)  2024-02-23T18:15Z [---] followers, [----] engagements


"@mcinnes_danny @johnrmathis1 That mirrors what I was saying this morning when someone suggested Tesla should buy enovix. I cant see that happening any time soon"  
[X Link](https://x.com/scbaker1904/status/1762158989880533504)  2024-02-26T16:53Z [---] followers, [---] engagements


"U.S. offers $710 million in loans for EV technology projects $ENVX should have no problem securing a DoE loan to finance the making of EV batteries. Also good to know that our leading automaker isnt Ford or GM"  
[X Link](https://x.com/scbaker1904/status/1762504219792224631)  2024-02-27T15:45Z [---] followers, [----] engagements


"@punjabcapital_ @jbulltard1 If youre referring to bmw I disagree. They remain the worlds bestselling luxury automaker with ever increasing sales. Profit margins will improve"  
[X Link](https://x.com/scbaker1904/status/1763263639593627877)  2024-02-29T18:03Z [---] followers, [--] engagements


"@StanphylCap Buy the dip. Going back up a bit already. Such an undervalued stock imo. Owner of Porsche Lamborghini Bentley and Bugatti must be a good buy at this price"  
[X Link](https://x.com/scbaker1904/status/1763582886270177383)  2024-03-01T15:11Z [---] followers, [--] engagements


"Lawyers who had Elon Musks pay dismissed as excessive seek $6bn in Tesla shares Elon Musk The Guardian $tsla [--] : [--] lawyers"  
[X Link](https://x.com/scbaker1904/status/1763826440213041512)  2024-03-02T07:19Z [---] followers, [--] engagements


"$envx From the attached statement it seems YBS enovixs Malaysian partner isnt v profitable rn. It is heavily dependent on enovix being successful. They must be supremely confident in the efficacy of the Penang fab"  
[X Link](https://x.com/spenbaker/status/1763847106568032556)  2024-03-02T08:41Z [---] followers, [----] engagements


"The Top [--] Small-Cap Stocks to Buy in March [----] InvestorPlace $envx recognized as top small cap to buy; due to surge once interest rates are cut"  
[X Link](https://x.com/scbaker1904/status/1765089237727088736)  2024-03-05T18:57Z [---] followers, [---] engagements


"UKs green power industry receives surprise 10bn pledge Energy industry The Guardian Opportunity for $eose"  
[X Link](https://x.com/scbaker1904/status/1765673383855808783)  2024-03-07T09:38Z [---] followers, [---] engagements


"$bmw $envx Heres my new car the M240i BMW absolutely make the best cars which is why I hope they team up with @EnovixBatteries"  
[X Link](https://x.com/spenbaker/status/1765781204211466464)  2024-03-07T16:47Z [---] followers, [----] engagements


"$envx The EU is monitoring the safety of batteries. To date they have focused on known hazardous substances such as cadmium. See attached re future reporting. This will be a problem for batteries lacking thermal runaway tech such as BrakeFlow"  
[X Link](https://x.com/spenbaker/status/1766767680676110789)  2024-03-10T10:06Z [---] followers, [---] engagements


"$envx $eose Fire safety regulations for batteries are inevitably coming soon to US & EU. This will be good for envx & eos and bad for their competitors. Meanwhile insurers will increasingly refuse cover unless batteries have thermal runaway tech"  
[X Link](https://x.com/spenbaker/status/1766810084045177080)  2024-03-10T12:55Z [---] followers, [---] engagements


"Enovix (NASDAQ:ENVX) Presents a Highly Charged Investment Opportunity - Enovix envisions its unique battery structure can offer a 50% increase in capacity compared to existing market offerings. $envx https://www.tipranks.com/news/enovix-nasdaqenvx-presents-a-highly-charged-investment-opportunity http://TipRanks.com https://www.tipranks.com/news/enovix-nasdaqenvx-presents-a-highly-charged-investment-opportunity http://TipRanks.com"  
[X Link](https://x.com/scbaker1904/status/1767840746957144260)  2024-03-13T09:10Z [---] followers, [----] engagements


"@joceyreyes209 @EnovixBatteries TY for sharing your thoughts. I dont disagree but it would be nice to see a response from @rajtalluri regarding 1/ revenue ramp timing & 2/ demand for EX1M"  
[X Link](https://x.com/scbaker1904/status/1768247617262141743)  2024-03-14T12:07Z [---] followers, [---] engagements


"@LateReaponder TY. Feel better after some sleep. Really shouldnt do twitter with migraines; i cant bear to look at my tweets from yesterday which I should probably delete 🤣"  
[X Link](https://x.com/scbaker1904/status/1768947849377587320)  2024-03-16T10:30Z [---] followers, [--] engagements


"$envx 👀 $ENVX JP Morgan Conference Summary - Awesome detail Multipart post. Silicon not of interest to the EV OEMs. They really only want to get the fast charge and cooling advantages. $ENVX JP Morgan Conference Summary - Awesome detail Multipart post. Silicon not of interest to the EV OEMs. They really only want to get the fast charge and cooling advantages"  
[X Link](https://x.com/scbaker1904/status/1768951071483785331)  2024-03-16T10:42Z [---] followers, [---] engagements


"$envx Takeaways from Farhan/JPM interview on 14/3 re EVs: working with [--] automakers [--] of which is a customer who have potential to grow large; Samples to customer this year with bigger engagement next year; Customer to largely fund R&D costs then a licensing agreement"  
[X Link](https://x.com/scbaker1904/status/1768982787778863136)  2024-03-16T12:48Z [---] followers, [----] engagements


"CATL the little-known Chinese battery maker that has the US worried China The Guardian $envx $eose Seems most people including the author and Mr Le have not heard of @EnovixBatteries"  
[X Link](https://x.com/scbaker1904/status/1769627788640657714)  2024-03-18T07:31Z [---] followers, [---] engagements


"$eose Here are the slides from the recent seminar in Belgium featuring Andy Meserve (Eos VP of Business Development)"  
[X Link](https://x.com/scbaker1904/status/1769700171317678400)  2024-03-18T12:19Z [---] followers, [----] engagements


"@TsnycTsnyc22 Its another [--] weeks till next earnings report so theyre probably not in a blackout period yet. My guess is non-public material info that will be released just before or during the earnings call"  
[X Link](https://x.com/scbaker1904/status/1769992548909474090)  2024-03-19T07:41Z [---] followers, [---] engagements


"$eose 1) Having listened to Andys talk (sales pitch) the slides unsurprisingly mirror what he said. He said at the end that customers are tripling or quadrupling their deployments. The Q&A session revealed: Eos competes with lithium batteries which are the benchmark"  
[X Link](https://x.com/scbaker1904/status/1770388364983738734)  2024-03-20T09:54Z [---] followers, [---] engagements


"$eose 2) lithium is the old IBM computer; we are the Apple computer We bought the patent (from 70s) from Exxon and have been around awhile. Others that use zinc or nickel use pumping systems but we have less moving parts. We fit with market needs. Competitors need more time"  
[X Link](https://x.com/scbaker1904/status/1770389447260950943)  2024-03-20T09:58Z [---] followers, [---] engagements


"@everydaystocksx @StockSavvyShay I would pick $amzn over $tsla. Also $envx should feature imo"  
[X Link](https://x.com/scbaker1904/status/1771504749084348758)  2024-03-23T11:50Z [---] followers, [---] engagements


"US small-caps suffer worst run against larger stocks in over [--] years $envx & $eose the lower valuations of small-caps bode well for returns. Small caps now trading at a near-record discount. https://www.ft.com/content/e0029cb2-df39-41bd-b17b-808503b240c3 https://www.ft.com/content/e0029cb2-df39-41bd-b17b-808503b240c3"  
[X Link](https://x.com/scbaker1904/status/1773016025258156308)  2024-03-27T15:55Z [---] followers, [----] engagements


"Smartphone maker Xiaomi aims for top-five slot with electric car launch $envx The lowdown on Enovixs likely first customer https://www.ft.com/content/66d178ff-2342-43bf-b955-00c4d2ed6b97 https://www.ft.com/content/66d178ff-2342-43bf-b955-00c4d2ed6b97"  
[X Link](https://x.com/scbaker1904/status/1773608910529671453)  2024-03-29T07:11Z [---] followers, [---] engagements


"Xiaomi are determined to break into the EV market. I bet they are one of the [--] automakers $envx are working with"  
[X Link](https://x.com/scbaker1904/status/1773610641695134044)  2024-03-29T07:18Z [---] followers, [---] engagements


"@LxeonR WTF Germanys Bayer invented aspirin. Maybe you need a better Apotheke 🤔"  
[X Link](https://x.com/scbaker1904/status/1773990666785153111)  2024-03-30T08:28Z [---] followers, [---] engagements


"@RocketPenguin75 @Short__seller @lv1468493 Well said Doug. Sila is focused on supplying anodes for EVs not phones. And their anodes are v expensive hence the G-Wagon. So not yet a major competitor to $envx. Would be interesting one day to see how an Enovix EV battery compares to the Sila/Panasonic one"  
[X Link](https://x.com/scbaker1904/status/1774102736021172326)  2024-03-30T15:53Z [---] followers, [---] engagements


"@CavemanResearch Nope. Just a process of elimination which suggests that automakers are Asian probably Hyundai or American"  
[X Link](https://x.com/scbaker1904/status/1774160023649726686)  2024-03-30T19:41Z [---] followers, [---] engagements


"@RocketPenguin75 I dont think $envx has a development agreement with Xiaomi as theyre not a leading automaker. But they might well be the second automaker Enovix is talking to"  
[X Link](https://x.com/scbaker1904/status/1776270510420009313)  2024-04-05T15:27Z [---] followers, [---] engagements


"Gold is back and it has a message for us #gold The only free lunch on Wall Street is diversification so makes sense to own gold (and oil rn and $envx ofc) https://www.ft.com/content/bdcb7d8a-e958-4910-9d1b-a6a519812503 https://www.ft.com/content/bdcb7d8a-e958-4910-9d1b-a6a519812503"  
[X Link](https://x.com/scbaker1904/status/1779789373564690449)  2024-04-15T08:30Z [---] followers, [---] engagements


"@eenLien @bleacherbum23 @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs @DrTJRodgers @GeorgiusIIIRex Thanks to @eenLien for some detective work; enovixs ip lawyer has [--] years experience so is not as young as he looks"  
[X Link](https://x.com/scbaker1904/status/1782692874728902877)  2024-04-23T08:47Z [---] followers, [---] engagements


"Bodes well for $envx who will almost certainly next year supply batteries for Xiaomi smartphones and subsequently for Xiaomi EVs The Beijing Car Exhibition has kicked off Everyone visiting the booth to check out #XiaomiSU7 and Human x Car x Home ecology More than [-----] non refundable deposits received and more than [----] cars delivered within the first month https://t.co/mvalGLSovo The Beijing Car Exhibition has kicked off Everyone visiting the booth to check out #XiaomiSU7 and Human x Car x Home ecology More than [-----] non refundable deposits received and more than [----] cars delivered within"  
[X Link](https://x.com/scbaker1904/status/1783430032683131086)  2024-04-25T09:37Z [---] followers, [----] engagements


"@joceyreyes209 Sorry to hear that. Hopefully insurance will cover the cost. Bad luck tends to happen in 3s. Third one could be the enovix short attack Youre now due some good luck 🙏"  
[X Link](https://x.com/scbaker1904/status/1783763181816500423)  2024-04-26T07:40Z [---] followers, [---] engagements


"Enovix Target of Unusually High Options Trading (NASDAQ:ENVX) $envx This has happened a lot lately. The tutes who own 51% of the stock are increasing their profits by selling covered calls. Normal practice but it tends to hurt the sp in quiet periods https://www.marketbeat.com/instant-alerts/nasdaq-envx-options-data-report-2024-04-25/ https://www.marketbeat.com/instant-alerts/nasdaq-envx-options-data-report-2024-04-25/"  
[X Link](https://x.com/scbaker1904/status/1784138840837369995)  2024-04-27T08:33Z [---] followers, [----] engagements


"Enovix Co. (NASDAQ:ENVX) Short Interest Up 13.9% in April $envx Just in time for the future squeeze 🧐 https://www.marketbeat.com/instant-alerts/nasdaq-envx-options-data-report-2024-04-29/ https://www.marketbeat.com/instant-alerts/nasdaq-envx-options-data-report-2024-04-29/"  
[X Link](https://x.com/scbaker1904/status/1785225073948827709)  2024-04-30T08:30Z [---] followers, [----] engagements


"$envx Up 2243% AH. Did I miss something Good job i bought more yesterday 🤣"  
[X Link](https://x.com/scbaker1904/status/1785908409583157500)  2024-05-02T05:45Z [---] followers, [----] engagements


"So no dilution. Was out last night watching a great football game. Good win for my team but feel rough now. My beer also wasnt diluted- strong German Pilsner 🍺⚽"  
[X Link](https://x.com/scbaker1904/status/1785913182935986512)  2024-05-02T06:04Z [---] followers, [--] engagements


"ENVX Stock Soars As Smartphone Customers Line Up Investor's Business Daily Dear customers please form an orderly queue $envx https://www.investors.com/news/technology/envx-stock-soars-smartphone-customers-line-up/ https://www.investors.com/news/technology/envx-stock-soars-smartphone-customers-line-up/"  
[X Link](https://x.com/scbaker1904/status/1786313322091941930)  2024-05-03T08:34Z [---] followers, [----] engagements


"Qualcomm jumps as AI sparks rebound in Chinese smartphone market Reuters $envx AI-fueled rebound in demand for smartphones will benefit enovix like its currently benefiting Qualcomm https://www.reuters.com/technology/qualcomm-jumps-ai-sparks-rebound-chinese-smartphone-market-2024-05-02/ https://www.reuters.com/technology/qualcomm-jumps-ai-sparks-rebound-chinese-smartphone-market-2024-05-02/"  
[X Link](https://x.com/scbaker1904/status/1786631695539585174)  2024-05-04T05:39Z [---] followers, [---] engagements


"$envx announced on Friday a development agreement with a top smartphone OEM. A Korean publication (the last [--] sentences of which are germane) a few months back points to this probably being Samsung $envx Translation of Seoul news article https://t.co/7tJLDeIYNy $envx Translation of Seoul news article https://t.co/7tJLDeIYNy"  
[X Link](https://x.com/scbaker1904/status/1787387604733689934)  2024-05-06T07:43Z [---] followers, [----] engagements


"@MichelNantel @LateReaponder @eenLien Hi Michel. Im unable to read the Cabot piece and I dont get why they talk about the ORM in question being the 6th largest. Wouldnt that be Vivo Fwiw I think its either Samsung or Xiaomi"  
[X Link](https://x.com/scbaker1904/status/1787469383263985819)  2024-05-06T13:08Z [---] followers, [--] engagements


"Enovix to Participate in Upcoming Investor Conferences $envx - [--] conferences within the next [--] weeks https://finance.yahoo.com/news/enovix-participate-upcoming-investor-conferences-115400103.html https://finance.yahoo.com/news/enovix-participate-upcoming-investor-conferences-115400103.html"  
[X Link](https://x.com/scbaker1904/status/1787847719710560391)  2024-05-07T14:11Z [---] followers, [---] engagements


"Enovix lays off roughly one-third of staff in cost-cutting effort - report (NASDAQ:ENVX) Seeking Alpha $envx As one commentator put it this was foretold in the EC. The shareholder letter earlier this month stated Decisive actions to reduce cash burn https://seekingalpha.com/news/4100720-enovix-lays-off-roughly-one-third-of-staff-in-cost-cutting-effort-report https://seekingalpha.com/news/4100720-enovix-lays-off-roughly-one-third-of-staff-in-cost-cutting-effort-report"  
[X Link](https://x.com/scbaker1904/status/1788152009129939040)  2024-05-08T10:20Z [---] followers, [---] engagements


"$envx shorts sound like they havent watched the recent EC or AMA. In the latter Raj was asked about SI and put this down to shorts and algos shorting all spacs or focusing on past missteps (under previous management). After the EC shorts had the chance to raise Qs at the AMA"  
[X Link](https://x.com/scbaker1904/status/1788553607656141033)  2024-05-09T12:56Z [---] followers, [----] engagements


"$envx so the first samples get shipped to [--] of the top [--] smartphone OEMs by the end of June. Then fully tested samples get shipped in Q3. Clearly then SAT for agility line is almost complete"  
[X Link](https://x.com/scbaker1904/status/1788556579169612155)  2024-05-09T13:08Z [---] followers, [---] engagements


"Finally worth noting in Q1 $envx aligned on EX1M specs with [--] leading OEMs. These and others want to be first to market in [----]. Raj made clear that are constantly talking to customers and strengthening/deepening relationships. If need be customers will bankroll Enovix"  
[X Link](https://x.com/scbaker1904/status/1788560213273952498)  2024-05-09T13:22Z [---] followers, [---] engagements


"So the TAM for IoT and computers is the same as for phones. Totaling $24B. $envx is selectively focused on IoT opportunities from key customers. Q1 revenue strong due to outperformance from batteries sold to these customers"  
[X Link](https://x.com/scbaker1904/status/1788561322914840774)  2024-05-09T13:27Z [---] followers, [---] engagements


"@LeggoMyEggoPoS @jawwwn_ @rajtalluri Hi Raj please dont waste your precious time responding to @LeggoMyEggoPoS as he is just a desperate short. Best to block him"  
[X Link](https://x.com/scbaker1904/status/1788612073246642500)  2024-05-09T16:48Z [---] followers, [--] engagements


"@StonksReddit @RektTargaryen A Grok of shit"  
[X Link](https://x.com/scbaker1904/status/1788830828501320080)  2024-05-10T07:17Z [---] followers, [--] engagements


"@mcinnes_danny In March he said that he met with ALL of the smartphone manufacturers at the Mobile World Congress"  
[X Link](https://x.com/spenbaker/status/1788839146234003859)  2024-05-10T07:51Z [---] followers, [---] engagements


"@Foldnow1984 Very well explained 👍 but I got the impression Raj knows all this. Major tailwind indeed"  
[X Link](https://x.com/scbaker1904/status/1789569805340602780)  2024-05-12T08:14Z [---] followers, [---] engagements


"Recommended listening especially for shorts $envx $ENVX - CLO Arthi Chakravarthy [---] Patents (+pending) in [--] countries 1)Architectural: constraint syst stacking & reorientation. Manages swelling & 100% active Si use 2) Safety : Brakeflow 3) Manufacturing : Special laser patterning & electrode stacking https://t.co/Ez8v5R1sAg $ENVX - CLO Arthi Chakravarthy [---] Patents (+pending) in [--] countries 1)Architectural: constraint syst stacking & reorientation. Manages swelling & 100% active Si use 2) Safety : Brakeflow 3) Manufacturing : Special laser patterning & electrode stacking"  
[X Link](https://x.com/scbaker1904/status/1789891615386996996)  2024-05-13T05:33Z [---] followers, [---] engagements


"$ENVX After reading this Shorts know what to do. Clue is in the name. Reminder: a new EU law comes into force in [----] requiring portable appliances (including phones and EVs) to have replaceable batteries. $ENVX Enovix Here is a repost of a response to Danny M's great questions: Phones are expensive batteries not so much. I think the 2-3 year refresh rate on phones will likely stay the same. New features technology improvements wear and tear etc. are drivers of phone $ENVX Enovix Here is a repost of a response to Danny M's great questions: Phones are expensive batteries not so much. I think"  
[X Link](https://x.com/scbaker1904/status/1789901824499024371)  2024-05-13T06:13Z [---] followers, [----] engagements


"@LateReaponder @MichelNantel @EnovixBatteries And at the instigation of $envx the OEMs have provided details of tests they do themselves. So we know the samples will pass the tests during the qual"  
[X Link](https://x.com/scbaker1904/status/1790028015176405150)  2024-05-13T14:35Z [---] followers, [---] engagements

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