[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.] #  @spenbaker spencer baker spencer baker posts on X about $envx, enovix, business, china the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1626654154113384448/interactions)  - X Week XXXXXX +30% - X Month XXXXXXX +17% - X Months XXXXXXX +45% - X Year XXXXXXX +29% ### Mentions: XX [#](/creator/twitter::1626654154113384448/posts_active)  - X Week XX no change - X Month XXX +15% - X Months XXX +60% - X Year XXX +23% ### Followers: XXX [#](/creator/twitter::1626654154113384448/followers)  - X Week XXX +0.38% - X Month XXX +1.70% - X Months XXX +30% - X Year XXX +48% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1626654154113384448/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$envx](/topic/$envx) #3, [enovix](/topic/enovix) #3, [business](/topic/business) 7.58%, [china](/topic/china) 6.06%, [second job](/topic/second-job) 4.55%, [linkedin](/topic/linkedin) 3.03%, [products](/topic/products) 3.03%, [india](/topic/india) 3.03%, [science](/topic/science) 3.03%, [malaysia](/topic/malaysia) XXXX% **Top accounts mentioned or mentioned by** [@fourier_f](/creator/undefined) [@doh_in](/creator/undefined) [@latereaponder](/creator/undefined) [@bullstkpicks](/creator/undefined) [@eenlien](/creator/undefined) [@enovixbatteries](/creator/undefined) [@charlesland123](/creator/undefined) [@testacc46997390](/creator/undefined) [@dohin](/creator/undefined) [@alperenmic83107](/creator/undefined) [@freedfish52](/creator/undefined) [@fourierf](/creator/undefined) [@imagerie73](/creator/undefined) [@chechenlee1](/creator/undefined) [@ehhope3](/creator/undefined) [@buried_shopno](/creator/undefined) [@chinhinl](/creator/undefined) [@imjustalaptop](/creator/undefined) [@_bj_bj_bj_](/creator/undefined) [@enovixburner](/creator/undefined) **Top assets mentioned** [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "$envx YBS is basically an Enovix proxy so their AGM minutes are worth reading. Last one was on XX August. Ofc they have an NDA with Envx so they cant reveal too much. See attached for the highlights" [X Link](https://x.com/spenbaker/status/1998331173060104436) 2025-12-09T09:57Z XXX followers, 1877 engagements "This LinkedIn post was liked by a principal material engineer at $envx Another clue that Enovix will produce solid state batteries" [X Link](https://x.com/spenbaker/status/1988995498104017248) 2025-11-13T15:40Z XXX followers, 2986 engagements "$envx David Yang was at Qualcomm for XX years before becoming president of Honor USA in 2022. Raj was at Qualcomm from 2009 to 2018 so he spent X years working alongside Yang. Its likely Raj and Yang are friends and know each other well. And Enovix is listed on Yangs LinkedIn page under interests/companies. The relationship between these two might well explain why Honor is the lead OEM" [X Link](https://x.com/spenbaker/status/1989044538040778802) 2025-11-13T18:55Z XXX followers, 4926 engagements "$envx Interesting post about Enovix at the international battery center in Malaysia" [X Link](https://x.com/spenbaker/status/1990328065273237949) 2025-11-17T07:56Z XXX followers, 3140 engagements "$envx added X new job postings today. All X are for R&D technicians in Hyderabad. In addition to the one posted yesterday thats X such technicians being sought" [X Link](https://x.com/spenbaker/status/1991558546400637200) 2025-11-20T17:25Z XXX followers, 2456 engagements "$envx Job X is for a Sales & Business Operations Manager in Fremont to serve as the operational right hand to the CBO. Extracts: This is an exciting time at Enovix. As we scale our 3D Silicon Lithium-ion Rechargeable Battery technology across smartphones AR/AI glasses wearables and defense markets we are building a world-class commercial organization that operates with rigor speed and clarity This role integrates Sales Operations Business Operations Forecasting Pricing and Program Tracking You will work closely with Sales Customer Program Management Product Supply Chain and Finance to ensure" [X Link](https://x.com/spenbaker/status/1991775829609545813) 2025-11-21T07:48Z XXX followers, 3264 engagements "$envx This CES 2026 honoree has invented smart glasses for the blind. Obviously these must have decent batteries for health and safety reasons alone. @EnovixBatteries" [X Link](https://x.com/spenbaker/status/1992927038508875968) 2025-11-24T12:03Z XXX followers, 2299 engagements "$envx Honor receives an honor for its Magic V5. As well as its camera the emphasis is on slim design powerful battery. Battery size is 5820mAh. The safer more powerful faster charging AI-1 battery from Enovix is 7350mAh. Its energy density is the best in the business at XXX Wh/L (as confirmed by Polaris Battery Labs). Perfect for a slim smartphone. Such a battery would doubtless lead to more awards and honors for Honor" [X Link](https://x.com/spenbaker/status/1993627331965878417) 2025-11-26T10:26Z XXX followers, 2678 engagements "$envx In the absence of news its good to recall a recent milestone announced on XX August: independent validation of Enovix's AI-1 battery by Polaris Battery Labs At XXX Wh/L volumetric energy density these cells substantially outperform current li-ion batteries used in smartphones which typically range from 600-700 Wh/L This 30-50% increase enables longer battery life without increasing battery size The fast-charging capabilities are equally impressive - reaching XX% in just XXX minutes and XX% in XXXX minutes at 3C rates. Most smartphone batteries charge at 1C or lower rates making this" [X Link](https://x.com/spenbaker/status/1993650371005137239) 2025-11-26T11:57Z XXX followers, 1575 engagements "$envx Alibaba says its industry-first swappable dual-battery system delivers up to XX hours of battery life. Their AI glasses are lighter and less clunky than other smart glasses" [X Link](https://x.com/spenbaker/status/1994022227952406965) 2025-11-27T12:35Z XXX followers, XXX engagements "$envx has a formidable VP of sales Asia. Handy for Chinese customers. See testimonial below" [X Link](https://x.com/spenbaker/status/1994316905167851740) 2025-11-28T08:06Z XXX followers, 2803 engagements "$envx Subsea drones aka UUVs = another huge growth market for Enovix" [X Link](https://x.com/spenbaker/status/1994325503574982819) 2025-11-28T08:40Z XXX followers, 1769 engagements "@Bullstkpicks Interestingly the deck refers to subsea vehicles The point is that while awaiting the delayed smartphone PO $envx can increase their revenue in other markets" [X Link](https://x.com/spenbaker/status/1994384081249866106) 2025-11-28T12:33Z XXX followers, XXX engagements "@Bullstkpicks There was talk on the last call of $envx offering the silicon battery (doubtless at a higher price than the old graphite one) to their defense customers. Someone also commented that defense contractors pay well so I dont think the margins will be too shabby" [X Link](https://x.com/spenbaker/status/1994386886165758159) 2025-11-28T12:44Z XXX followers, XXX engagements "@charlesland123 Disagree. Whilst $envx may not be supplying batteries for the bigger UUVs they are certainly in the market for other smaller ones" [X Link](https://x.com/spenbaker/status/1994719695782776974) 2025-11-29T10:46Z XXX followers, XXX engagements "$envx More evidence that the drone market both sea and air is growing at pace. Demand in the West for drones made outside of China and Russia will skyrocket. That ofc includes non-Chinese batteries especially for military drones" [X Link](https://x.com/spenbaker/status/1994726778972082292) 2025-11-29T11:14Z XXX followers, 1177 engagements "$envx New job posted today for site security executive in Penang. Responsibilities include ensuring the confidentiality and integrity of sensitive information" [X Link](https://x.com/spenbaker/status/1995430820279099495) 2025-12-01T09:52Z XXX followers, 1069 engagements "$envx expects to showcase the first end product with an OEM publicly in CES 2026 which takes place early next month" [X Link](https://x.com/spenbaker/status/1995491972946264513) 2025-12-01T13:55Z XXX followers, 3654 engagements "@TestAcc46997390 Someone from $envx will attend. You dont have to be an exhibitor to attend" [X Link](https://x.com/spenbaker/status/1995577953472962561) 2025-12-01T19:37Z XXX followers, XXX engagements "$envx On one side heavyweight financial institutions are making significant bullish bets. On the other sobering financial results and a plunging share price have analysts urging caution" [X Link](https://x.com/spenbaker/status/1995783175809704028) 2025-12-02T09:12Z XXX followers, 1488 engagements "$envx Second job is for Strategic Sourcing Manager for Electrodes. Responsible for securing a reliable cost-competitive and sustainable supply of critical electrode materials (such as graphite silicon lithium nickel cobalt and manganese). Ultimately this position acts as the bridge between suppliers R&D and manufacturing ensuring that electrodes and key raw materials are available at the right cost quality and scale to meet the companys growth objectives. This role may have additional scope of managing certain key strategic Capital Equipment suppliers in South Korea region. Responsibilities" [X Link](https://x.com/spenbaker/status/1995789564611276947) 2025-12-02T09:38Z XXX followers, XXX engagements "$envx has XXX institutional owners and shareholders that have filed 13D/G or 13F forms. These institutions hold a total of 118767613 shares. Check out Fintels chart below which shows a big jump in institutional ownership last month" [X Link](https://x.com/spenbaker/status/1995908195353591878) 2025-12-02T17:29Z XXX followers, 1567 engagements "@eenLien Interesting. Especially the bit about Honor and OPPO having released products using $envx batteries (perhaps something was lost in translation)" [X Link](https://x.com/spenbaker/status/1996132561303839059) 2025-12-03T08:21Z XXX followers, 1163 engagements "$envx New job posted today for senior commodity manager in Penang. Job summary: The Facility Senior/Commodity Manager is responsible for managing procurement activities related to mechanical electrical civil & structural construction tenders dry room setup and other facility-related commodities. The role involves developing sourcing strategies negotiating contracts and ensuring cost-effective procurement while maintaining high-quality standards. This position requires close collaboration with internal stakeholders vendors and contractors to support facility operations and expansion projects" [X Link](https://x.com/spenbaker/status/1996135938758467630) 2025-12-03T08:34Z XXX followers, XXX engagements "$envx X new jobs posted today First is for a technical sales engineer based in China. This individual will be responsible for the sales customer interface. The objective is to work with CAE and design-in Enovix products and support the customers needs through the entire business relationship. This person will also introduce and support new products into and through the Enovix development and manufacturing process to produce customer specific Enovix industry leading 3D Silicon batteries. This sales person will manage and ensure customer requirements and Enovix business needs are met." [X Link](https://x.com/spenbaker/status/1996512358324183474) 2025-12-04T09:30Z XXX followers, XXX engagements "$envx Second job is for a principal materials engineer in India. Enovix is seeking an experienced and innovative Silicon Anode Engineer to join our dynamic team focused on the advancement of lithium-ion battery technologies. The ideal candidate will possess deep knowledge in materials science electrochemistry and battery technology with a particular emphasis on silicon-based anode materials. This role involves researching developing and optimizing silicon anode materials to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Research and" [X Link](https://x.com/spenbaker/status/1996513513414578241) 2025-12-04T09:34Z XXX followers, XXX engagements "$envx Second job was for an anode engineer. This third one is for a cathode sr principal materials engineer. Enovix is seeking an experienced and innovative Cathode Engineer to join our dynamic team focused on the advancement of lithium-ion battery technologies. The ideal candidate will possess deep knowledge in materials science electrochemistry and battery technology with a particular emphasis on cathode materials. This role involves researching and optimizing cathode materials to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Research and" [X Link](https://x.com/spenbaker/status/1996514569393508788) 2025-12-04T09:39Z XXX followers, XXX engagements "$envx Fourth job is for an electrolyte principal materials engineer also in India. Enovix is seeking an experienced chemist with a strong R&D background and the passion to take on challenging tasks developing electrolytes for our revolutionary Li-ion energy storage cells. This role involves researching and optimizing electrolytes to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Explore novel electrolyte additives salts and solvents to improve rate capability cycle/calendar life high temperature gassing and safety. Develop advanced" [X Link](https://x.com/spenbaker/status/1996515416839971160) 2025-12-04T09:42Z XXX followers, XXX engagements "$envx 5th job is for a principal process engineer (zone 3) in Fab2. Responsible for process & material development related to the Si Battery Assembly & Packaging operations defining and qualifying new processes overseeing builds performing root cause analysis understanding test data and safety performance analyzing cycle time and yields effectively communicating the results and transferring process to production. Responsibilities include: Independently managed and owned at least X process developments and could sustain these manufacturing processes enabling product performance with XX% yield." [X Link](https://x.com/spenbaker/status/1996517202250375668) 2025-12-04T09:49Z XXX followers, XXX engagements "$envx Google to showcase what's next for XR at special event on X December" [X Link](https://x.com/spenbaker/status/1996572912778633270) 2025-12-04T13:30Z XXX followers, XXX engagements "@doh_in Likewise. But we can be sure $envx is getting only the very best electrolytes for the smartphone cells so will be paying a premium. 10x more expensive than ordinary ones seems about right in my unlearned opinion" [X Link](https://x.com/spenbaker/status/1997270638520901826) 2025-12-06T11:43Z XXX followers, XXX engagements "$envx X new jobs posted today all in Korea: Indirect Sourcing Manager Battery Pack Design Engineer Battery Cell Design Engineer R&D Engineer" [X Link](https://x.com/spenbaker/status/1997950256936526015) 2025-12-08T08:43Z XXX followers, 1012 engagements "$envx 2nd job advertised in Korean. Translation: Key responsibilities: Battery Pack Design and Review Sample Pack Development and JIG Design Prototyping Drawing Creation and Development Documentation Battery Pack Evaluation and Test Report Preparation Qualifications: Proficiency in electrical/electronic circuit design and AutoCAD (2D) design Bachelor's degree or higher in a related field Understanding of secondary battery manufacturing processes Preferred Qualifications: Business English proficiency Battery pack design experience" [X Link](https://x.com/spenbaker/status/1997953103371391325) 2025-12-08T08:55Z XXX followers, XXX engagements "$envx 4th job in Korean too. Translation: Responsibilities: Lithium secondary battery cell development (High Energy High Power) Cell design assembly and performance evaluation by secondary battery material Evaluation and product development at lab/pilot/mass production stages Exploration and evaluation of new secondary battery materials Preceding research/development of next-generation batteries (all-solid-state/lithium metal) Qualifications: Graduates with relevant majors (Chemistry Chemical Engineering Materials Engineering Electrochemistry Organic Chemistry etc.) Experience in secondary" [X Link](https://x.com/spenbaker/status/1997954809299640778) 2025-12-08T09:02Z XXX followers, XXX engagements "$envx Indirect Sourcing Manager is the only job today advertised in English presumably because the candidate must have at least business level English. Main Responsibilities: X. Indirect Sourcing Process Set-up Establish new team and roles framework. Design and standardize procurement processes for indirect materials equipment and services including MRO. Build comprehensive internal procedures from purchase request (PR) to purchase order (PO) contract management and payment. X. Indirect Sourcing Management Systematically operate RFI/RFP bidding supplier evaluation and selection procedures." [X Link](https://x.com/spenbaker/status/1997958576371900863) 2025-12-08T09:16Z XXX followers, 1619 engagements "In the Monday morning rush I forgot the ticker $envx" [X Link](https://x.com/spenbaker/status/1998006762616582167) 2025-12-08T12:28Z XXX followers, 1557 engagements "$envx The attached confirms that Envx has for some time been a buyer of electrolytes from Enchem. Indeed Envx is among their top X buyers" [X Link](https://x.com/spenbaker/status/1996563033045561448) 2025-12-04T12:51Z XXX followers, 4456 engagements "$envx The recently uncovered agreement with Enchem involves the latter supplying 1000 tons of specialized electrolyte over three years (20262028). Production will occur at Enchem's facility in China with shipments to Fab2. This deal stems from over X years of collaborative development between the X companies. The deal enables Enovix to scale mass production for its target market of smartphones. Enough electrolyte for +100 million smartphone batteries. This move aligns with Enovix's broader strategy of securing supply chain partnerships to ramp up output" [X Link](https://x.com/spenbaker/status/1996584602811465795) 2025-12-04T14:17Z XXX followers, 4071 engagements "Could be a huge order promised by Honor or by the 2nd OEM who is also probably Chinese. Its worth noting that Enchem is manufacturing the electrolyte in China so its for the Chinese market. So in my view the 1000 tons of electrolyte is for batteries that $envx will supply to Honor and Xiaomi/Oppo" [X Link](https://x.com/spenbaker/status/1996856181826957352) 2025-12-05T08:16Z XXX followers, XXX engagements "$envx Significance of Enchem deal (with help from Grok): Enovix has reportedly secured a supply agreement with Enchem Co. Ltd. a South Korean chemicals company specializing in battery electrolytes and separators. Enchem will supply approximately 1000 tons of electrolyte solution to Enovix over a X year period. The contract is valued at about $XX million. Deliveries are expected to begin in 2026 aligning with Enovix's ramp-up in high-volume production. The deal has not been officially confirmed via a joint press release from either company. However it has been widely reported by multiple South" [X Link](https://x.com/spenbaker/status/1996936236062179431) 2025-12-05T13:34Z XXX followers, 2787 engagements "Other tidbits: YBS is XX% reliant on $envx for future growth By the start of next year they intend to appoint somebody from Envx to the BOD" [X Link](https://x.com/spenbaker/status/1998332169257619583) 2025-12-09T10:01Z XXX followers, XXX engagements "$envx YBS electric bill increased by XXX% in FY2025. Primarily due to commencement of battery manufacturing" [X Link](https://x.com/spenbaker/status/1998335871838240958) 2025-12-09T10:16Z XXX followers, 1708 engagements "$envx Xiaomi is the only top X smartphone OEM headquartered in Beijing. Ergo the second customer who is currently testing AI-1 must be Xiaomi. Envx is recruiting a sales engineer to work mainly on-site at the customers premises in Beijing (rather than in Enovixs Shenzhen office). Envx obviously wants even closer collaboration with this customer to ensure the battery gets qualified. It should also shorten the qualification time" [X Link](https://x.com/spenbaker/status/1998376509141103002) 2025-12-09T12:57Z XXX followers, 2618 engagements "@eenLien No surprise then that the YBS chairman was the one who got them the $envx business" [X Link](https://x.com/spenbaker/status/1998397861197738432) 2025-12-09T14:22Z XXX followers, 1028 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.]
@spenbaker spencer baker
spencer baker posts on X about $envx, enovix, business, china the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +30%
- X Month XXXXXXX +17%
- X Months XXXXXXX +45%
- X Year XXXXXXX +29%
Mentions: XX #
- X Week XX no change
- X Month XXX +15%
- X Months XXX +60%
- X Year XXX +23%
Followers: XXX #
- X Week XXX +0.38%
- X Month XXX +1.70%
- X Months XXX +30%
- X Year XXX +48%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% countries XXXXX% technology brands XXXX% finance XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence $envx #3, enovix #3, business 7.58%, china 6.06%, second job 4.55%, linkedin 3.03%, products 3.03%, india 3.03%, science 3.03%, malaysia XXXX%
Top accounts mentioned or mentioned by @fourier_f @doh_in @latereaponder @bullstkpicks @eenlien @enovixbatteries @charlesland123 @testacc46997390 @dohin @alperenmic83107 @freedfish52 @fourierf @imagerie73 @chechenlee1 @ehhope3 @buried_shopno @chinhinl @imjustalaptop @bj_bj_bj @enovixburner
Top assets mentioned Enovix Corporation Common Stock (ENVX) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"$envx YBS is basically an Enovix proxy so their AGM minutes are worth reading. Last one was on XX August. Ofc they have an NDA with Envx so they cant reveal too much. See attached for the highlights"
X Link 2025-12-09T09:57Z XXX followers, 1877 engagements
"This LinkedIn post was liked by a principal material engineer at $envx Another clue that Enovix will produce solid state batteries"
X Link 2025-11-13T15:40Z XXX followers, 2986 engagements
"$envx David Yang was at Qualcomm for XX years before becoming president of Honor USA in 2022. Raj was at Qualcomm from 2009 to 2018 so he spent X years working alongside Yang. Its likely Raj and Yang are friends and know each other well. And Enovix is listed on Yangs LinkedIn page under interests/companies. The relationship between these two might well explain why Honor is the lead OEM"
X Link 2025-11-13T18:55Z XXX followers, 4926 engagements
"$envx Interesting post about Enovix at the international battery center in Malaysia"
X Link 2025-11-17T07:56Z XXX followers, 3140 engagements
"$envx added X new job postings today. All X are for R&D technicians in Hyderabad. In addition to the one posted yesterday thats X such technicians being sought"
X Link 2025-11-20T17:25Z XXX followers, 2456 engagements
"$envx Job X is for a Sales & Business Operations Manager in Fremont to serve as the operational right hand to the CBO. Extracts: This is an exciting time at Enovix. As we scale our 3D Silicon Lithium-ion Rechargeable Battery technology across smartphones AR/AI glasses wearables and defense markets we are building a world-class commercial organization that operates with rigor speed and clarity This role integrates Sales Operations Business Operations Forecasting Pricing and Program Tracking You will work closely with Sales Customer Program Management Product Supply Chain and Finance to ensure"
X Link 2025-11-21T07:48Z XXX followers, 3264 engagements
"$envx This CES 2026 honoree has invented smart glasses for the blind. Obviously these must have decent batteries for health and safety reasons alone. @EnovixBatteries"
X Link 2025-11-24T12:03Z XXX followers, 2299 engagements
"$envx Honor receives an honor for its Magic V5. As well as its camera the emphasis is on slim design powerful battery. Battery size is 5820mAh. The safer more powerful faster charging AI-1 battery from Enovix is 7350mAh. Its energy density is the best in the business at XXX Wh/L (as confirmed by Polaris Battery Labs). Perfect for a slim smartphone. Such a battery would doubtless lead to more awards and honors for Honor"
X Link 2025-11-26T10:26Z XXX followers, 2678 engagements
"$envx In the absence of news its good to recall a recent milestone announced on XX August: independent validation of Enovix's AI-1 battery by Polaris Battery Labs At XXX Wh/L volumetric energy density these cells substantially outperform current li-ion batteries used in smartphones which typically range from 600-700 Wh/L This 30-50% increase enables longer battery life without increasing battery size The fast-charging capabilities are equally impressive - reaching XX% in just XXX minutes and XX% in XXXX minutes at 3C rates. Most smartphone batteries charge at 1C or lower rates making this"
X Link 2025-11-26T11:57Z XXX followers, 1575 engagements
"$envx Alibaba says its industry-first swappable dual-battery system delivers up to XX hours of battery life. Their AI glasses are lighter and less clunky than other smart glasses"
X Link 2025-11-27T12:35Z XXX followers, XXX engagements
"$envx has a formidable VP of sales Asia. Handy for Chinese customers. See testimonial below"
X Link 2025-11-28T08:06Z XXX followers, 2803 engagements
"$envx Subsea drones aka UUVs = another huge growth market for Enovix"
X Link 2025-11-28T08:40Z XXX followers, 1769 engagements
"@Bullstkpicks Interestingly the deck refers to subsea vehicles The point is that while awaiting the delayed smartphone PO $envx can increase their revenue in other markets"
X Link 2025-11-28T12:33Z XXX followers, XXX engagements
"@Bullstkpicks There was talk on the last call of $envx offering the silicon battery (doubtless at a higher price than the old graphite one) to their defense customers. Someone also commented that defense contractors pay well so I dont think the margins will be too shabby"
X Link 2025-11-28T12:44Z XXX followers, XXX engagements
"@charlesland123 Disagree. Whilst $envx may not be supplying batteries for the bigger UUVs they are certainly in the market for other smaller ones"
X Link 2025-11-29T10:46Z XXX followers, XXX engagements
"$envx More evidence that the drone market both sea and air is growing at pace. Demand in the West for drones made outside of China and Russia will skyrocket. That ofc includes non-Chinese batteries especially for military drones"
X Link 2025-11-29T11:14Z XXX followers, 1177 engagements
"$envx New job posted today for site security executive in Penang. Responsibilities include ensuring the confidentiality and integrity of sensitive information"
X Link 2025-12-01T09:52Z XXX followers, 1069 engagements
"$envx expects to showcase the first end product with an OEM publicly in CES 2026 which takes place early next month"
X Link 2025-12-01T13:55Z XXX followers, 3654 engagements
"@TestAcc46997390 Someone from $envx will attend. You dont have to be an exhibitor to attend"
X Link 2025-12-01T19:37Z XXX followers, XXX engagements
"$envx On one side heavyweight financial institutions are making significant bullish bets. On the other sobering financial results and a plunging share price have analysts urging caution"
X Link 2025-12-02T09:12Z XXX followers, 1488 engagements
"$envx Second job is for Strategic Sourcing Manager for Electrodes. Responsible for securing a reliable cost-competitive and sustainable supply of critical electrode materials (such as graphite silicon lithium nickel cobalt and manganese). Ultimately this position acts as the bridge between suppliers R&D and manufacturing ensuring that electrodes and key raw materials are available at the right cost quality and scale to meet the companys growth objectives. This role may have additional scope of managing certain key strategic Capital Equipment suppliers in South Korea region. Responsibilities"
X Link 2025-12-02T09:38Z XXX followers, XXX engagements
"$envx has XXX institutional owners and shareholders that have filed 13D/G or 13F forms. These institutions hold a total of 118767613 shares. Check out Fintels chart below which shows a big jump in institutional ownership last month"
X Link 2025-12-02T17:29Z XXX followers, 1567 engagements
"@eenLien Interesting. Especially the bit about Honor and OPPO having released products using $envx batteries (perhaps something was lost in translation)"
X Link 2025-12-03T08:21Z XXX followers, 1163 engagements
"$envx New job posted today for senior commodity manager in Penang. Job summary: The Facility Senior/Commodity Manager is responsible for managing procurement activities related to mechanical electrical civil & structural construction tenders dry room setup and other facility-related commodities. The role involves developing sourcing strategies negotiating contracts and ensuring cost-effective procurement while maintaining high-quality standards. This position requires close collaboration with internal stakeholders vendors and contractors to support facility operations and expansion projects"
X Link 2025-12-03T08:34Z XXX followers, XXX engagements
"$envx X new jobs posted today First is for a technical sales engineer based in China. This individual will be responsible for the sales customer interface. The objective is to work with CAE and design-in Enovix products and support the customers needs through the entire business relationship. This person will also introduce and support new products into and through the Enovix development and manufacturing process to produce customer specific Enovix industry leading 3D Silicon batteries. This sales person will manage and ensure customer requirements and Enovix business needs are met."
X Link 2025-12-04T09:30Z XXX followers, XXX engagements
"$envx Second job is for a principal materials engineer in India. Enovix is seeking an experienced and innovative Silicon Anode Engineer to join our dynamic team focused on the advancement of lithium-ion battery technologies. The ideal candidate will possess deep knowledge in materials science electrochemistry and battery technology with a particular emphasis on silicon-based anode materials. This role involves researching developing and optimizing silicon anode materials to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Research and"
X Link 2025-12-04T09:34Z XXX followers, XXX engagements
"$envx Second job was for an anode engineer. This third one is for a cathode sr principal materials engineer. Enovix is seeking an experienced and innovative Cathode Engineer to join our dynamic team focused on the advancement of lithium-ion battery technologies. The ideal candidate will possess deep knowledge in materials science electrochemistry and battery technology with a particular emphasis on cathode materials. This role involves researching and optimizing cathode materials to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Research and"
X Link 2025-12-04T09:39Z XXX followers, XXX engagements
"$envx Fourth job is for an electrolyte principal materials engineer also in India. Enovix is seeking an experienced chemist with a strong R&D background and the passion to take on challenging tasks developing electrolytes for our revolutionary Li-ion energy storage cells. This role involves researching and optimizing electrolytes to enhance the performance safety and cost-effectiveness of lithium-ion batteries. Responsibilities: Explore novel electrolyte additives salts and solvents to improve rate capability cycle/calendar life high temperature gassing and safety. Develop advanced"
X Link 2025-12-04T09:42Z XXX followers, XXX engagements
"$envx 5th job is for a principal process engineer (zone 3) in Fab2. Responsible for process & material development related to the Si Battery Assembly & Packaging operations defining and qualifying new processes overseeing builds performing root cause analysis understanding test data and safety performance analyzing cycle time and yields effectively communicating the results and transferring process to production. Responsibilities include: Independently managed and owned at least X process developments and could sustain these manufacturing processes enabling product performance with XX% yield."
X Link 2025-12-04T09:49Z XXX followers, XXX engagements
"$envx Google to showcase what's next for XR at special event on X December"
X Link 2025-12-04T13:30Z XXX followers, XXX engagements
"@doh_in Likewise. But we can be sure $envx is getting only the very best electrolytes for the smartphone cells so will be paying a premium. 10x more expensive than ordinary ones seems about right in my unlearned opinion"
X Link 2025-12-06T11:43Z XXX followers, XXX engagements
"$envx X new jobs posted today all in Korea: Indirect Sourcing Manager Battery Pack Design Engineer Battery Cell Design Engineer R&D Engineer"
X Link 2025-12-08T08:43Z XXX followers, 1012 engagements
"$envx 2nd job advertised in Korean. Translation: Key responsibilities: Battery Pack Design and Review Sample Pack Development and JIG Design Prototyping Drawing Creation and Development Documentation Battery Pack Evaluation and Test Report Preparation Qualifications: Proficiency in electrical/electronic circuit design and AutoCAD (2D) design Bachelor's degree or higher in a related field Understanding of secondary battery manufacturing processes Preferred Qualifications: Business English proficiency Battery pack design experience"
X Link 2025-12-08T08:55Z XXX followers, XXX engagements
"$envx 4th job in Korean too. Translation: Responsibilities: Lithium secondary battery cell development (High Energy High Power) Cell design assembly and performance evaluation by secondary battery material Evaluation and product development at lab/pilot/mass production stages Exploration and evaluation of new secondary battery materials Preceding research/development of next-generation batteries (all-solid-state/lithium metal) Qualifications: Graduates with relevant majors (Chemistry Chemical Engineering Materials Engineering Electrochemistry Organic Chemistry etc.) Experience in secondary"
X Link 2025-12-08T09:02Z XXX followers, XXX engagements
"$envx Indirect Sourcing Manager is the only job today advertised in English presumably because the candidate must have at least business level English. Main Responsibilities: X. Indirect Sourcing Process Set-up Establish new team and roles framework. Design and standardize procurement processes for indirect materials equipment and services including MRO. Build comprehensive internal procedures from purchase request (PR) to purchase order (PO) contract management and payment. X. Indirect Sourcing Management Systematically operate RFI/RFP bidding supplier evaluation and selection procedures."
X Link 2025-12-08T09:16Z XXX followers, 1619 engagements
"In the Monday morning rush I forgot the ticker $envx"
X Link 2025-12-08T12:28Z XXX followers, 1557 engagements
"$envx The attached confirms that Envx has for some time been a buyer of electrolytes from Enchem. Indeed Envx is among their top X buyers"
X Link 2025-12-04T12:51Z XXX followers, 4456 engagements
"$envx The recently uncovered agreement with Enchem involves the latter supplying 1000 tons of specialized electrolyte over three years (20262028). Production will occur at Enchem's facility in China with shipments to Fab2. This deal stems from over X years of collaborative development between the X companies. The deal enables Enovix to scale mass production for its target market of smartphones. Enough electrolyte for +100 million smartphone batteries. This move aligns with Enovix's broader strategy of securing supply chain partnerships to ramp up output"
X Link 2025-12-04T14:17Z XXX followers, 4071 engagements
"Could be a huge order promised by Honor or by the 2nd OEM who is also probably Chinese. Its worth noting that Enchem is manufacturing the electrolyte in China so its for the Chinese market. So in my view the 1000 tons of electrolyte is for batteries that $envx will supply to Honor and Xiaomi/Oppo"
X Link 2025-12-05T08:16Z XXX followers, XXX engagements
"$envx Significance of Enchem deal (with help from Grok): Enovix has reportedly secured a supply agreement with Enchem Co. Ltd. a South Korean chemicals company specializing in battery electrolytes and separators. Enchem will supply approximately 1000 tons of electrolyte solution to Enovix over a X year period. The contract is valued at about $XX million. Deliveries are expected to begin in 2026 aligning with Enovix's ramp-up in high-volume production. The deal has not been officially confirmed via a joint press release from either company. However it has been widely reported by multiple South"
X Link 2025-12-05T13:34Z XXX followers, 2787 engagements
"Other tidbits: YBS is XX% reliant on $envx for future growth By the start of next year they intend to appoint somebody from Envx to the BOD"
X Link 2025-12-09T10:01Z XXX followers, XXX engagements
"$envx YBS electric bill increased by XXX% in FY2025. Primarily due to commencement of battery manufacturing"
X Link 2025-12-09T10:16Z XXX followers, 1708 engagements
"$envx Xiaomi is the only top X smartphone OEM headquartered in Beijing. Ergo the second customer who is currently testing AI-1 must be Xiaomi. Envx is recruiting a sales engineer to work mainly on-site at the customers premises in Beijing (rather than in Enovixs Shenzhen office). Envx obviously wants even closer collaboration with this customer to ensure the battery gets qualified. It should also shorten the qualification time"
X Link 2025-12-09T12:57Z XXX followers, 2618 engagements
"@eenLien No surprise then that the YBS chairman was the one who got them the $envx business"
X Link 2025-12-09T14:22Z XXX followers, 1028 engagements