[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@doh_in](/creator/twitter/doh_in) "$ENVX has not yet priced in the major announcements regarding AI-1 final sampling and warrant dividends. Stay buckled up Explosive moments are imminent. (Attached are the Monday performance figures for next-generation battery developers.)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944993843968905409) 2025-07-15 05:34:03 UTC XXX followers, XXX engagements "@1_1savedbygrace @FreedFish52 $ENVX I believe Ryan Benton intervened in the price fluctuations yesterday. He might have bought shares early when the price dropped and sold them later as the price surged. For your reference I have included Rule 10b-18"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946160448350597509) 2025-07-18 10:49:43 UTC XXX followers, XXX engagements "@notcryptonative I am a newbie to tech too but I have learned that $SLDP is a global leader in sulphide cathode solid-state battery sector"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943618361486868943) 2025-07-11 10:28:22 UTC XXX followers, XXX engagements "$ENVX I conjecture this smartphone (Xiaomi 16) will be the first to adopt ENVX AI-1 battery. I solicit your feedbacks regarding this conjecture. Attached are news articles regarding Xiaomi 16"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945470336625148402) 2025-07-16 13:07:27 UTC XXX followers, 3032 engagements "@2percentisfair Agentic AI Ive heard of Generative AI but this is my first time to hear Agentic AI. Following the ENVX community on X has taught me a lot. Thanks a lot You are not X percent but XXX percent"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946463408603517343) 2025-07-19 06:53:34 UTC XXX followers, XX engagements "$ENVX I suspect the pre-market and early-session price decline is due to short-sellers exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those periods. This rule governs the $XX million repurchase program. Have a look at the Rule 10b-18"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946230529474670979) 2025-07-18 15:28:12 UTC XXX followers, 1095 engagements "@2percentisfair @bleacherbum23 During the Q1 2025 earnings conference CEO Kang Sun said that AMPX will establish a production facility soon in South Korea due to Trumps tariff policies"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945024126680199611) 2025-07-15 07:34:23 UTC XXX followers, XX engagements "#2 However when I listened to the July X Special Presentation I found that T. J. Rodgers and Raj intended this move to give a reward to long-term institutional supporterssuch as Cantor Fitzgerald Oppenheimer and Canaccordrather than the fickle and noisy $ENVX mobs on X.😜"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944655366622716341) 2025-07-14 07:09:04 UTC XXX followers, XXX engagements "@bleacherbum23 #2 This news article likely refers to Samsung Electronics' testing of silicon carbon batteries provided by various developers. Therefore this news article does not exclude ENVX as a potential supplier"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945361298528805221) 2025-07-16 05:54:11 UTC XXX followers, XX engagements "$ENVX Short squeeze This is it Look at not just the price but also the volume. In less than XX minutes X million shares are vaporized"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945118597069857072) 2025-07-15 13:49:46 UTC XXX followers, 3209 engagements "$ENVX Regarding the relationship between warrant dividends and short-selling the practice of short-selling "doubles the demand for warrants"potentially triggering "a severe short-squeeze". For those new to ENVX a brief explanation is attached"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944254262663688641) 2025-07-13 04:35:13 UTC XXX followers, 3309 engagements "$ENVX Raj hinted at the possibility of collaboration with sulphide cathode solid-state battery ( $SLDP) to significantly improve energy density. Sulphide cathode solid-state has the following advantages and disadvantages compared to the current LCO (Lithium Cobalt Oxide) cathode"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943614857279930597) 2025-07-11 10:14:27 UTC XXX followers, 2707 engagements "$ENVX on XX Julythe last transaction date for warrant entitlementswas very unusual. Typically a heavy trading volume is accompanied by sharp price movement in either direction. But despite a staggering XX million shares traded the SP barely moved closing just $XXXX lower"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945393266930933886) 2025-07-16 08:01:13 UTC XXX followers, 1105 engagements "@bleacherbum23 #1 Samsung Electronics does not make the batteries for its own smartphones. The components are sourced from battery manufacturers like Samsung SDI LG Energy Solution and TDK"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945360558813012246) 2025-07-16 05:51:14 UTC XXX followers, XXX engagements "$ENVX Honor Magic V5 achieves 901Wh/L energy density comparable to AI-1 using a dual battery pack (2130mAh + 3.97mAh). By splitting a single pack into two ED is significantly enhanced through better thermal management and reduced internal resistance"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945792457675055571) 2025-07-17 10:27:27 UTC XXX followers, XXX engagements "@ehhope3 These are my rough estimates drawn from a range of external evidence. I have intentionally kept the figures very conservative. The annual revenues generated from Xiaomi alone could exceed $X billion"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946229660498706661) 2025-07-18 15:24:44 UTC XXX followers, XXX engagements "@Foldnow1984 I am glad AMPXs market valuation has caught up to its intrinsic value. I have followed AMPX for a year in order to compare with ENVX. Each quarter their production capacity has been fully booked. But investors have overlooked them due to lack of a clear plan for scaling up"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943327077450850591) 2025-07-10 15:10:55 UTC XXX followers, XXX engagements "$ENVX Two coded phrases stand out: (1) the fab is THE product (from Joe Malchow licensing deals imminent) (2) customer ramp initiatives (from FAQ on warrant dividends exponential demand growth for AI-1)😮"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945523472144490565) 2025-07-16 16:38:36 UTC XXX followers, 2379 engagements "$ENVX I have a question regarding the relationship between warrant dividends and call options. Some argue that option traders will qualify for warrants even upon exercising call options AFTER the record date of July 17th. Is this assertion correct"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946059605353844778) 2025-07-18 04:09:00 UTC XXX followers, XXX engagements "$ENVX I presume AI-1 possibly featured in Xiaomi XX will compete with the realme GT 10000mAh. The realme GT 10000mAh is expected to be released next year. Key specs include: (1) Energy Density 887Wh/L (2) XX% silicon anode"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945718186294612080) 2025-07-17 05:32:19 UTC XXX followers, 1034 engagements "@spenbaker @mcinnes_danny Next-gen battery developers like $SLDP and $QS have seen sharp price increases recently. However based on my experience with $ENVX they seem to be at least two years away from successfully launching their HVM lines"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946165477547680132) 2025-07-18 11:09:42 UTC XXX followers, XXX engagements "@mcinnes_danny ENVX shared the headline A factory built FOR SCALE on LinkedIn underscoring the commitment to high-volume production and global growth"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945723973062590801) 2025-07-17 05:55:19 UTC XXX followers, XXX engagements "@spenbaker @eenLien $ENVX Major news releases are reserved for future disclosure. On July X 2025 during the special investor conference call Robert Lahey stated We will respect you if your question is limited to our recent announcements"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944453817178923188) 2025-07-13 17:48:10 UTC XXX followers, XXX engagements "@RocketPenguin75 High charge rate and cycle life have an inverse relationship. For those new to $ENVX here is a brief summary of different C-Rates"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944057217768206550) 2025-07-12 15:32:14 UTC XXX followers, XXX engagements "@Thomas43135537 This battery is introduced on Weibo a popular Chinese social media platform. I heard that Qinghai Battery is a well-known smartphone battery manufacturer in China. In April they introduced an 8000mAh battery featured in Honor Power"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945192899336921260) 2025-07-15 18:45:01 UTC XXX followers, XXX engagements "$ENVX AI-1: the first customer projected to generate a remarkable $XXXXX million in annual revenue"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946086557787750795) 2025-07-18 05:56:06 UTC XXX followers, 6017 engagements "@2percentisfair As the price climbs I notice a lot of new faces jumping in $ENVX. But some appear to know even less about battery tech than tech-newbies like me"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946448098160701551) 2025-07-19 05:52:44 UTC XXX followers, XXX engagements "$EOSE Big Tech teams up with the nuclear industry as President Trump spearheads a push for nuclear energy expansion. This new trend raises serious concerns about Eos Energys growth prospects"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1934159229008699834) 2025-06-15 08:01:09 UTC XXX followers, XXX engagements "$ENVX In a stunning reversal short sellers are crushed"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945868473982480643) 2025-07-17 15:29:31 UTC XXX followers, 2408 engagements "@ACEdge $ENVX Never believe Richard. I was the first to post those documents concerning contracts with KOSES and he completely distorted my post. I've corrected his misrepresentation several times for the ENVX community and don't want to repeat myself"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944804208160747708) 2025-07-14 17:00:30 UTC XXX followers, XXX engagements "$ENVX A double-edged dilemma is beleaguering short sellers now that the last transaction date for securing warrant entitlements has passed"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945374321054245364) 2025-07-16 06:45:56 UTC XXX followers, 2629 engagements "#1 Retail traders are currently very excited about $ENVX price soaring following the warrant dividend announcement"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944654754291834969) 2025-07-14 07:06:38 UTC XXX followers, XXX engagements "@charlesland123 @bagsehyeon64517 Here is the excerpt from the Q1 2025 Earnings Conference"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943904025927463224) 2025-07-12 05:23:30 UTC XXX followers, XXX engagements "$ENVX This is a guy who has been repeatedly spreading FUD about the laser dicing process in zone X and Greg acts as his echo-chamber amplifying the groundless FUD"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943172512529211746) 2025-07-10 04:56:44 UTC XXX followers, 1992 engagements "Despite gains across the next-gen battery sector $EOSE was the only stock to decline during todays session. The drop seems driven by fading investor confidence now that it is under the influence of controversial figures with questionable track records"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1942835307130618186) 2025-07-09 06:36:48 UTC XXX followers, 2001 engagements "@eenLien @jwojtkiewicz12 $ENVX Heres how $ASTS stacked up last summer"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945797159712108605) 2025-07-17 10:46:08 UTC XXX followers, XXX engagements "$ENVX The analysts forecast ENVX to grow at a hyper XXX% pace in F2026 sustain the pace the following year and a solid triple-digit pace the next two years growing to over $X billion in sales by 2035 more than 6000% total growth"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945803152772747504) 2025-07-17 11:09:57 UTC XXX followers, 3706 engagements "@SukhvinderBird @RocketPenguin75 @RetailENVX To the best of my knowledge this is the first time ENVX has issued a preliminary release of quarterly earnings. I am sure T J Rodgers still has strategic cards he hasnt revealed yet"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944065661107679238) 2025-07-12 16:05:47 UTC XXX followers, XX engagements "$ENVX Somebody knows something. Two South Korean suppliers to ENVX have recently seen sharp price increases. Here are their one-month charts. (For those new to ENVX Elentec provides the battery pack and KOSES supplies laser equipment for Fab X in Malaysia.)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944615180954214837) 2025-07-14 04:29:22 UTC XXX followers, 5519 engagements "@LateReaponder @notcryptonative Thank you very much Sam"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943625676181098659) 2025-07-11 10:57:26 UTC XXX followers, XXX engagements "$ENVX Please recall the anxiety and uneasiness we shared just before last weeks news release of the AI-1 final samplingthose anxious moments that now illuminate the magnitude of Rajs achievement"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944726780943941823) 2025-07-14 11:52:50 UTC XXX followers, XXX engagements "@ifreebirdie @eenLien $ENVX If the AI-1 battery supplies XX% of Samsungs annual demand approximately XX high-volume manufacturing lines would be requiredgenerating an estimated annual revenue reaching a staggering $XXX billion. To support this projection refer to the figure attached below"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946147207755022614) 2025-07-18 09:57:06 UTC XXX followers, 1143 engagements "@RocketPenguin75 @stefanpu13 @adamElkkkk #3. In this early phase of smart glasses the specific model will need only a few hundred thousand batteriesan amount that can be met through manual production which might be below the capacity of the agility line of $ENVX"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943262805131694444) 2025-07-10 10:55:31 UTC XXX followers, XXX engagements "@bagsehyeon64517 @charlesland123 $ENVX Raj said that AI-1 will undergo the final two months of its qualification test but it is a mere formality. Notably Dr. Yan the CTO has a XXX% success rate with "a Tier X US mobile customer" (i.e. Apple)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943899254076191235) 2025-07-12 05:04:32 UTC XXX followers, 1063 engagements "@bleacherbum23 @2percentisfair China is believed to have hundreds of silicon-carbon anode developers with South Korea home to dozens as well. Group XX and Sila Nanotechnologies are just two examples of the numerous players driving innovation in this field"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945018860026855506) 2025-07-15 07:13:27 UTC XXX followers, XX engagements "$ENVX I see some overhasty expectation among ENVX mobs on X that a major purchase order will be announced this month or in the Q2 2025 earnings release. However Raj has emphasized that the final qualification will take about two months before the purchase order"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944724090075611210) 2025-07-14 11:42:08 UTC XXX followers, XXX engagements "@rabbitHoleGoe @charlesland123 @banrube @eenLien @Bullstkpicks @kcchris6 @TheRealSasha81 @RocketPenguin75 @RiceBucketMedia @EnovixBatteries $ENVX Raj has reiterated two key points: (1) The completion level of the first HVM line will guide future expansion and (2) Demandnot vice versawill drive Supply growth"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944432938352840896) 2025-07-13 16:25:12 UTC XXX followers, XXX engagements "@TESLAART3 He is on the board of directors at ENVX"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945529373358231887) 2025-07-16 17:02:03 UTC XXX followers, XXX engagements "$ENVX We are reaching a critical inflection point. (Raj during the Special Presentation on X July 2025)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944630511898370408) 2025-07-14 05:30:18 UTC XXX followers, 1746 engagements "$ENVX " To complete the AI-1 we had to change the anode (5 times) the cathode (3 times) and the electrolyte (10-plus times). . . . We are currently XXX R&D man-years ahead of our competitors." (T J Rodgers)"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943864890843967661) 2025-07-12 02:47:59 UTC XXX followers, 4544 engagements "@ssipe98 @Ahmet_TCakir Absolutely To the best of my knowledge this is the first time $ENVX has issued a preliminary release of quarterly earnings. I am sure T J Rodgers still has a strategic advantage he hasnt revealed yet"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1943532570865549565) 2025-07-11 04:47:28 UTC XXX followers, XXX engagements "@TechFuturistX This is what you call a stock promotion:"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946290945634558077) 2025-07-18 19:28:16 UTC XXX followers, XX engagements "@ChrisGraff Unfortunately not yet A Chinese smartphone maker (Xiaomi) will be the first to adopt the $ENVX AI-1 battery. Samsung will have to wait until the second half of next year"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945007258762670489) 2025-07-15 06:27:21 UTC XXX followers, XXX engagements "@MichelNantel Ajays earth-shattering breakthrough that will send shockwaves across the globe"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945866568040350073) 2025-07-17 15:21:56 UTC XXX followers, XXX engagements "@spenbaker @eenLien $ENVX I can read between the lines: it seems Raj and Ryan are intentionally holding back the multi-line expansion plan for a future press release. I expect theyll disclose more details about installing additional lines at Fab X during the upcoming Q2 2025 Earnings Conference"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944429526014177306) 2025-07-13 16:11:39 UTC XXX followers, XXX engagements "@spenbaker @2percentisfair ENVX isn't just the TSMC of battery manufacturingit's also the NVIDIA of battery design. Please don't think I'm being too bombastic"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944503638375977456) 2025-07-13 21:06:09 UTC XXX followers, XXX engagements "$ENVX For those new to ENVX heres a quick intro to battery structure. When Raj mentions an average selling price (ASP) of $1215 hes referring to the ASP per cell not per pack. And when he talks about 7350mAh that refers to the packs capacitynot the cells"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1946295521385353256) 2025-07-18 19:46:27 UTC XXX followers, 1305 engagements "$ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. I am Not Uncertain"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1944722098393653527) 2025-07-14 11:34:14 UTC XXX followers, 3219 engagements "@FreedFish52 #1 From a strategic standpoint there have only been two notable developments: (1) the anticipated final sampling of AI-1 and (2) a preliminary release of Q2 earnings"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945397508060143652) 2025-07-16 08:18:04 UTC XXX followers, XXX engagements "@FreedFish52 Yes it is getting more and more interesting. Furthermore T J Rodgers might be gearing up to drop major news release (licensing deal or pre-purchased HVM line) at any time now"  [@doh_in](/creator/x/doh_in) on [X](/post/tweet/1945387160091418716) 2025-07-16 07:36:57 UTC XXX followers, XXX 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.]
@doh_in
"$ENVX has not yet priced in the major announcements regarding AI-1 final sampling and warrant dividends. Stay buckled up Explosive moments are imminent. (Attached are the Monday performance figures for next-generation battery developers.)"
@doh_in on X 2025-07-15 05:34:03 UTC XXX followers, XXX engagements
"@1_1savedbygrace @FreedFish52 $ENVX I believe Ryan Benton intervened in the price fluctuations yesterday. He might have bought shares early when the price dropped and sold them later as the price surged. For your reference I have included Rule 10b-18" @doh_in on X 2025-07-18 10:49:43 UTC XXX followers, XXX engagements
"@notcryptonative I am a newbie to tech too but I have learned that $SLDP is a global leader in sulphide cathode solid-state battery sector" @doh_in on X 2025-07-11 10:28:22 UTC XXX followers, XXX engagements
"$ENVX I conjecture this smartphone (Xiaomi 16) will be the first to adopt ENVX AI-1 battery. I solicit your feedbacks regarding this conjecture. Attached are news articles regarding Xiaomi 16" @doh_in on X 2025-07-16 13:07:27 UTC XXX followers, 3032 engagements
"@2percentisfair Agentic AI Ive heard of Generative AI but this is my first time to hear Agentic AI. Following the ENVX community on X has taught me a lot. Thanks a lot You are not X percent but XXX percent" @doh_in on X 2025-07-19 06:53:34 UTC XXX followers, XX engagements
"$ENVX I suspect the pre-market and early-session price decline is due to short-sellers exploiting Rule 10b-18 which prohibits Ryan Benton from intervening during those periods. This rule governs the $XX million repurchase program. Have a look at the Rule 10b-18" @doh_in on X 2025-07-18 15:28:12 UTC XXX followers, 1095 engagements
"@2percentisfair @bleacherbum23 During the Q1 2025 earnings conference CEO Kang Sun said that AMPX will establish a production facility soon in South Korea due to Trumps tariff policies" @doh_in on X 2025-07-15 07:34:23 UTC XXX followers, XX engagements
"#2 However when I listened to the July X Special Presentation I found that T. J. Rodgers and Raj intended this move to give a reward to long-term institutional supporterssuch as Cantor Fitzgerald Oppenheimer and Canaccordrather than the fickle and noisy $ENVX mobs on X.😜" @doh_in on X 2025-07-14 07:09:04 UTC XXX followers, XXX engagements
"@bleacherbum23 #2 This news article likely refers to Samsung Electronics' testing of silicon carbon batteries provided by various developers. Therefore this news article does not exclude ENVX as a potential supplier" @doh_in on X 2025-07-16 05:54:11 UTC XXX followers, XX engagements
"$ENVX Short squeeze This is it Look at not just the price but also the volume. In less than XX minutes X million shares are vaporized" @doh_in on X 2025-07-15 13:49:46 UTC XXX followers, 3209 engagements
"$ENVX Regarding the relationship between warrant dividends and short-selling the practice of short-selling "doubles the demand for warrants"potentially triggering "a severe short-squeeze". For those new to ENVX a brief explanation is attached" @doh_in on X 2025-07-13 04:35:13 UTC XXX followers, 3309 engagements
"$ENVX Raj hinted at the possibility of collaboration with sulphide cathode solid-state battery ( $SLDP) to significantly improve energy density. Sulphide cathode solid-state has the following advantages and disadvantages compared to the current LCO (Lithium Cobalt Oxide) cathode" @doh_in on X 2025-07-11 10:14:27 UTC XXX followers, 2707 engagements
"$ENVX on XX Julythe last transaction date for warrant entitlementswas very unusual. Typically a heavy trading volume is accompanied by sharp price movement in either direction. But despite a staggering XX million shares traded the SP barely moved closing just $XXXX lower" @doh_in on X 2025-07-16 08:01:13 UTC XXX followers, 1105 engagements
"@bleacherbum23 #1 Samsung Electronics does not make the batteries for its own smartphones. The components are sourced from battery manufacturers like Samsung SDI LG Energy Solution and TDK" @doh_in on X 2025-07-16 05:51:14 UTC XXX followers, XXX engagements
"$ENVX Honor Magic V5 achieves 901Wh/L energy density comparable to AI-1 using a dual battery pack (2130mAh + 3.97mAh). By splitting a single pack into two ED is significantly enhanced through better thermal management and reduced internal resistance" @doh_in on X 2025-07-17 10:27:27 UTC XXX followers, XXX engagements
"@ehhope3 These are my rough estimates drawn from a range of external evidence. I have intentionally kept the figures very conservative. The annual revenues generated from Xiaomi alone could exceed $X billion" @doh_in on X 2025-07-18 15:24:44 UTC XXX followers, XXX engagements
"@Foldnow1984 I am glad AMPXs market valuation has caught up to its intrinsic value. I have followed AMPX for a year in order to compare with ENVX. Each quarter their production capacity has been fully booked. But investors have overlooked them due to lack of a clear plan for scaling up" @doh_in on X 2025-07-10 15:10:55 UTC XXX followers, XXX engagements
"$ENVX Two coded phrases stand out: (1) the fab is THE product (from Joe Malchow licensing deals imminent) (2) customer ramp initiatives (from FAQ on warrant dividends exponential demand growth for AI-1)😮" @doh_in on X 2025-07-16 16:38:36 UTC XXX followers, 2379 engagements
"$ENVX I have a question regarding the relationship between warrant dividends and call options. Some argue that option traders will qualify for warrants even upon exercising call options AFTER the record date of July 17th. Is this assertion correct" @doh_in on X 2025-07-18 04:09:00 UTC XXX followers, XXX engagements
"$ENVX I presume AI-1 possibly featured in Xiaomi XX will compete with the realme GT 10000mAh. The realme GT 10000mAh is expected to be released next year. Key specs include: (1) Energy Density 887Wh/L (2) XX% silicon anode" @doh_in on X 2025-07-17 05:32:19 UTC XXX followers, 1034 engagements
"@spenbaker @mcinnes_danny Next-gen battery developers like $SLDP and $QS have seen sharp price increases recently. However based on my experience with $ENVX they seem to be at least two years away from successfully launching their HVM lines" @doh_in on X 2025-07-18 11:09:42 UTC XXX followers, XXX engagements
"@mcinnes_danny ENVX shared the headline A factory built FOR SCALE on LinkedIn underscoring the commitment to high-volume production and global growth" @doh_in on X 2025-07-17 05:55:19 UTC XXX followers, XXX engagements
"@spenbaker @eenLien $ENVX Major news releases are reserved for future disclosure. On July X 2025 during the special investor conference call Robert Lahey stated We will respect you if your question is limited to our recent announcements" @doh_in on X 2025-07-13 17:48:10 UTC XXX followers, XXX engagements
"@RocketPenguin75 High charge rate and cycle life have an inverse relationship. For those new to $ENVX here is a brief summary of different C-Rates" @doh_in on X 2025-07-12 15:32:14 UTC XXX followers, XXX engagements
"@Thomas43135537 This battery is introduced on Weibo a popular Chinese social media platform. I heard that Qinghai Battery is a well-known smartphone battery manufacturer in China. In April they introduced an 8000mAh battery featured in Honor Power" @doh_in on X 2025-07-15 18:45:01 UTC XXX followers, XXX engagements
"$ENVX AI-1: the first customer projected to generate a remarkable $XXXXX million in annual revenue" @doh_in on X 2025-07-18 05:56:06 UTC XXX followers, 6017 engagements
"@2percentisfair As the price climbs I notice a lot of new faces jumping in $ENVX. But some appear to know even less about battery tech than tech-newbies like me" @doh_in on X 2025-07-19 05:52:44 UTC XXX followers, XXX engagements
"$EOSE Big Tech teams up with the nuclear industry as President Trump spearheads a push for nuclear energy expansion. This new trend raises serious concerns about Eos Energys growth prospects" @doh_in on X 2025-06-15 08:01:09 UTC XXX followers, XXX engagements
"$ENVX In a stunning reversal short sellers are crushed" @doh_in on X 2025-07-17 15:29:31 UTC XXX followers, 2408 engagements
"@ACEdge $ENVX Never believe Richard. I was the first to post those documents concerning contracts with KOSES and he completely distorted my post. I've corrected his misrepresentation several times for the ENVX community and don't want to repeat myself" @doh_in on X 2025-07-14 17:00:30 UTC XXX followers, XXX engagements
"$ENVX A double-edged dilemma is beleaguering short sellers now that the last transaction date for securing warrant entitlements has passed" @doh_in on X 2025-07-16 06:45:56 UTC XXX followers, 2629 engagements
"#1 Retail traders are currently very excited about $ENVX price soaring following the warrant dividend announcement" @doh_in on X 2025-07-14 07:06:38 UTC XXX followers, XXX engagements
"@charlesland123 @bagsehyeon64517 Here is the excerpt from the Q1 2025 Earnings Conference" @doh_in on X 2025-07-12 05:23:30 UTC XXX followers, XXX engagements
"$ENVX This is a guy who has been repeatedly spreading FUD about the laser dicing process in zone X and Greg acts as his echo-chamber amplifying the groundless FUD" @doh_in on X 2025-07-10 04:56:44 UTC XXX followers, 1992 engagements
"Despite gains across the next-gen battery sector $EOSE was the only stock to decline during todays session. The drop seems driven by fading investor confidence now that it is under the influence of controversial figures with questionable track records" @doh_in on X 2025-07-09 06:36:48 UTC XXX followers, 2001 engagements
"@eenLien @jwojtkiewicz12 $ENVX Heres how $ASTS stacked up last summer" @doh_in on X 2025-07-17 10:46:08 UTC XXX followers, XXX engagements
"$ENVX The analysts forecast ENVX to grow at a hyper XXX% pace in F2026 sustain the pace the following year and a solid triple-digit pace the next two years growing to over $X billion in sales by 2035 more than 6000% total growth" @doh_in on X 2025-07-17 11:09:57 UTC XXX followers, 3706 engagements
"@SukhvinderBird @RocketPenguin75 @RetailENVX To the best of my knowledge this is the first time ENVX has issued a preliminary release of quarterly earnings. I am sure T J Rodgers still has strategic cards he hasnt revealed yet" @doh_in on X 2025-07-12 16:05:47 UTC XXX followers, XX engagements
"$ENVX Somebody knows something. Two South Korean suppliers to ENVX have recently seen sharp price increases. Here are their one-month charts. (For those new to ENVX Elentec provides the battery pack and KOSES supplies laser equipment for Fab X in Malaysia.)" @doh_in on X 2025-07-14 04:29:22 UTC XXX followers, 5519 engagements
"@LateReaponder @notcryptonative Thank you very much Sam" @doh_in on X 2025-07-11 10:57:26 UTC XXX followers, XXX engagements
"$ENVX Please recall the anxiety and uneasiness we shared just before last weeks news release of the AI-1 final samplingthose anxious moments that now illuminate the magnitude of Rajs achievement" @doh_in on X 2025-07-14 11:52:50 UTC XXX followers, XXX engagements
"@ifreebirdie @eenLien $ENVX If the AI-1 battery supplies XX% of Samsungs annual demand approximately XX high-volume manufacturing lines would be requiredgenerating an estimated annual revenue reaching a staggering $XXX billion. To support this projection refer to the figure attached below" @doh_in on X 2025-07-18 09:57:06 UTC XXX followers, 1143 engagements
"@RocketPenguin75 @stefanpu13 @adamElkkkk #3. In this early phase of smart glasses the specific model will need only a few hundred thousand batteriesan amount that can be met through manual production which might be below the capacity of the agility line of $ENVX" @doh_in on X 2025-07-10 10:55:31 UTC XXX followers, XXX engagements
"@bagsehyeon64517 @charlesland123 $ENVX Raj said that AI-1 will undergo the final two months of its qualification test but it is a mere formality. Notably Dr. Yan the CTO has a XXX% success rate with "a Tier X US mobile customer" (i.e. Apple)" @doh_in on X 2025-07-12 05:04:32 UTC XXX followers, 1063 engagements
"@bleacherbum23 @2percentisfair China is believed to have hundreds of silicon-carbon anode developers with South Korea home to dozens as well. Group XX and Sila Nanotechnologies are just two examples of the numerous players driving innovation in this field" @doh_in on X 2025-07-15 07:13:27 UTC XXX followers, XX engagements
"$ENVX I see some overhasty expectation among ENVX mobs on X that a major purchase order will be announced this month or in the Q2 2025 earnings release. However Raj has emphasized that the final qualification will take about two months before the purchase order" @doh_in on X 2025-07-14 11:42:08 UTC XXX followers, XXX engagements
"@rabbitHoleGoe @charlesland123 @banrube @eenLien @Bullstkpicks @kcchris6 @TheRealSasha81 @RocketPenguin75 @RiceBucketMedia @EnovixBatteries $ENVX Raj has reiterated two key points: (1) The completion level of the first HVM line will guide future expansion and (2) Demandnot vice versawill drive Supply growth" @doh_in on X 2025-07-13 16:25:12 UTC XXX followers, XXX engagements
"@TESLAART3 He is on the board of directors at ENVX" @doh_in on X 2025-07-16 17:02:03 UTC XXX followers, XXX engagements
"$ENVX We are reaching a critical inflection point. (Raj during the Special Presentation on X July 2025)" @doh_in on X 2025-07-14 05:30:18 UTC XXX followers, 1746 engagements
"$ENVX " To complete the AI-1 we had to change the anode (5 times) the cathode (3 times) and the electrolyte (10-plus times). . . . We are currently XXX R&D man-years ahead of our competitors." (T J Rodgers)" @doh_in on X 2025-07-12 02:47:59 UTC XXX followers, 4544 engagements
"@ssipe98 @Ahmet_TCakir Absolutely To the best of my knowledge this is the first time $ENVX has issued a preliminary release of quarterly earnings. I am sure T J Rodgers still has a strategic advantage he hasnt revealed yet" @doh_in on X 2025-07-11 04:47:28 UTC XXX followers, XXX engagements
"@TechFuturistX This is what you call a stock promotion:" @doh_in on X 2025-07-18 19:28:16 UTC XXX followers, XX engagements
"@ChrisGraff Unfortunately not yet A Chinese smartphone maker (Xiaomi) will be the first to adopt the $ENVX AI-1 battery. Samsung will have to wait until the second half of next year" @doh_in on X 2025-07-15 06:27:21 UTC XXX followers, XXX engagements
"@MichelNantel Ajays earth-shattering breakthrough that will send shockwaves across the globe" @doh_in on X 2025-07-17 15:21:56 UTC XXX followers, XXX engagements
"@spenbaker @eenLien $ENVX I can read between the lines: it seems Raj and Ryan are intentionally holding back the multi-line expansion plan for a future press release. I expect theyll disclose more details about installing additional lines at Fab X during the upcoming Q2 2025 Earnings Conference" @doh_in on X 2025-07-13 16:11:39 UTC XXX followers, XXX engagements
"@spenbaker @2percentisfair ENVX isn't just the TSMC of battery manufacturingit's also the NVIDIA of battery design. Please don't think I'm being too bombastic" @doh_in on X 2025-07-13 21:06:09 UTC XXX followers, XXX engagements
"$ENVX For those new to ENVX heres a quick intro to battery structure. When Raj mentions an average selling price (ASP) of $1215 hes referring to the ASP per cell not per pack. And when he talks about 7350mAh that refers to the packs capacitynot the cells" @doh_in on X 2025-07-18 19:46:27 UTC XXX followers, 1305 engagements
"$ENVX Raj has kept the timeline on track like clockwork since the Grand Opening last August. I am Not Uncertain" @doh_in on X 2025-07-14 11:34:14 UTC XXX followers, 3219 engagements
"@FreedFish52 #1 From a strategic standpoint there have only been two notable developments: (1) the anticipated final sampling of AI-1 and (2) a preliminary release of Q2 earnings" @doh_in on X 2025-07-16 08:18:04 UTC XXX followers, XXX engagements
"@FreedFish52 Yes it is getting more and more interesting. Furthermore T J Rodgers might be gearing up to drop major news release (licensing deal or pre-purchased HVM line) at any time now" @doh_in on X 2025-07-16 07:36:57 UTC XXX followers, XXX engagements