[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.] [@robinivski](/creator/twitter/robinivski) "The 2023 JPMorgan settlement - is that where Muskie boy was involved"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945901136377970885) 2025-07-17 17:39:18 UTC 2582 followers, XXX engagements "@Richard_X_Roe In other words. It's entirely possible imo that $ENVX did not lie in the AI1 press release (people are watching them) but that the mentioned specs can't be achieved in a smaller form factor"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945113747128828052) 2025-07-15 13:30:30 UTC 2582 followers, XXX engagements "Been doing some homework on $ENVX this weekend and I'm struggling with 2024 capex. Anyone been looking into this This is P&E by end Sept - month after grand factory opening. Funny to see new line was still in "construction in process" at that point but that's not my issue"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947040851961549158) 2025-07-20 21:08:08 UTC 2578 followers, XXX engagements "Don't see any reason for $HLF to have risen XX% in a week or so except that nobody is taking anything serious anymore. I'm about to increase my bet against them again"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1943058917438738656) 2025-07-09 21:25:20 UTC 2583 followers, XXX engagements "Penny's starting to drop that we're maybe seeing hedging activity linked to reshuffling of convertible debt $HLF"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1944802301492830681) 2025-07-14 16:52:56 UTC 2583 followers, XXX engagements "Damn shame that Stanley F. Druckenmiller - one of the big names in the plastics recycling indystry - is announcing to sell XX% of his stake in $PCT already"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1946739763085488166) 2025-07-20 01:11:42 UTC 2578 followers, 1560 engagements "@B82143748 I'm not good at technical analysis so might be making a mistake in that indeed. But I guess such analysis gets distorted in moments like now with mania in so many speculative names. When I say mania I think irrational behavior and I'm inclined to take the other side of that"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1946545612742070461) 2025-07-19 12:20:13 UTC 2581 followers, XX engagements "So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947056220457623800) 2025-07-20 22:09:12 UTC 2578 followers, XXX engagements "$ENVX doubling down on wording games about the manufacturing line that still hasn't been able to mass produce batteries. My bet remains on "Actual results and outcomes could differ materially from those expressed in these forward-looking statements""  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945780067063181815) 2025-07-17 09:38:13 UTC 2583 followers, XXX engagements "I do get that the $ENVX battery architecture will have less issues with internal short circuits in a larger form factor - so make it possible to get better specs - but how relevant is that when customers are looking for smaller form factors"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945067332474208593) 2025-07-15 10:26:04 UTC 2582 followers, XXX engagements "Hadn't seen a reason for the up move in $HLF and I don't see one for it coming down again"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1944790926779388297) 2025-07-14 16:07:44 UTC 2583 followers, XXX engagements "For all of 2024 capex was around 75M Write-offs were around 60M Yet total property and equipment went down over the year. What could be the explanation for that"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947046168438906886) 2025-07-20 21:29:15 UTC 2576 followers, XXX engagements "CFO departed in December. Maybe that's a clue 😇"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947049344353407051) 2025-07-20 21:41:52 UTC 2577 followers, XXX engagements "Okay got some help via DM - at times twitter is fantastic with so many great minds on here being very generous to help us out - and it turns out I made a mistake in the sense that the X times 18M weren't write-offs but accelerated depreciation"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947053351411015807) 2025-07-20 21:57:48 UTC 2577 followers, XXX engagements "2023 was the big year for building Fab2 and I can make sense of all the numbers. Company wrote off 18.5M of Fab1 acquired 27M of equipment with Routejade acquisition and spent around 70M itself in capex. For a napkin math guy like myself the numbers more or less match"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947042585723142531) 2025-07-20 21:15:01 UTC 2577 followers, XXX engagements "As an illustration of my cute little thread this morning this is a fine example I think of irrational behaviour that causes mispricing of stocks. A lot of $ENVX bulls think like this and it encourages them to buy more and it makes absolutely no sense"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945910996830151082) 2025-07-17 18:18:29 UTC 2582 followers, XXX engagements "By end Q3 situation had reversed with P&E being lower than what capex would suggest. In X months company spent 60M on capex and on top of 18M write off in Q1 another 40M got written off for Fab1. That should bring P&E in line with end 2023 I would think but it declined by 35M"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947045146228355281) 2025-07-20 21:25:11 UTC 2577 followers, XXX engagements "In Feb $ENVX head charlatan did his first discretionary sale at around $X following a trading plan created in Nov when stock was at same level. I don't expect him or any of the other charlatans to hick up XXXX of his own money to exercise his warrants"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945437228034818383) 2025-07-16 10:55:54 UTC 2583 followers, XXX engagements "Write-offs seem to make sense as we had 88M of machinery in Fremont by the end of 2022 and that's more or less the amount that got written off. But around 35M of 2024 capex seems to not have translated into increase of P&E on balance sheet"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947047210102730851) 2025-07-20 21:33:23 UTC 2577 followers, XXX engagements "Even in the unlikely case $ENVX stock doesn't keep going up you'll keep full control over your warrants 😂🤣"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945190768060027246) 2025-07-15 18:36:33 UTC 2578 followers, 1779 engagements "Let's go back to end 2022 first before announcement of Fab X and move to Malaysia. Gen1 line was operational with second line in Fremont being built. Both combined amount to $88M. Things were simple back then"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947041403931861218) 2025-07-20 21:10:19 UTC 2577 followers, XXX engagements "@B82143748 Seriously - $PCT just sold preferred shares that pay X% interest to specialists in distressed companies just to keep the lights on and you think I'm worried that the stock has gone up $XXXX Been adding to shorts all week and I can tell you - PCT is on the list for next week"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1946381902773919960) 2025-07-19 01:29:42 UTC 2583 followers, XXX engagements "Could be that some CiP got promoted to machinery of course but looking at total P&E it shows the 15M increase corresponding with capex so where's the write-off"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947043863333339561) 2025-07-20 21:20:06 UTC 2577 followers, XXX engagements "When I'm back in the office next Monday I am going to look at all my short positions shed a tear have a drink and double down on each of them. Same for next Tuesday. $HLF $ENVX $GRRR $PCT et all"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1943402026836099089) 2025-07-10 20:08:44 UTC 2576 followers, 1482 engagements "Full video to be shown on $envx earnings call later this month. With Trevor Milton in mind and the Miami judge throwing out Tesla's argument that their Paint it Black video was aspirational I'm curious to what extent Enovix will disclose where they are in road to mass production"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1946242195515646323) 2025-07-18 16:14:33 UTC 2583 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.]
@robinivski
"The 2023 JPMorgan settlement - is that where Muskie boy was involved"
@robinivski on X 2025-07-17 17:39:18 UTC 2582 followers, XXX engagements
"@Richard_X_Roe In other words. It's entirely possible imo that $ENVX did not lie in the AI1 press release (people are watching them) but that the mentioned specs can't be achieved in a smaller form factor" @robinivski on X 2025-07-15 13:30:30 UTC 2582 followers, XXX engagements
"Been doing some homework on $ENVX this weekend and I'm struggling with 2024 capex. Anyone been looking into this This is P&E by end Sept - month after grand factory opening. Funny to see new line was still in "construction in process" at that point but that's not my issue" @robinivski on X 2025-07-20 21:08:08 UTC 2578 followers, XXX engagements
"Don't see any reason for $HLF to have risen XX% in a week or so except that nobody is taking anything serious anymore. I'm about to increase my bet against them again" @robinivski on X 2025-07-09 21:25:20 UTC 2583 followers, XXX engagements
"Penny's starting to drop that we're maybe seeing hedging activity linked to reshuffling of convertible debt $HLF" @robinivski on X 2025-07-14 16:52:56 UTC 2583 followers, XXX engagements
"Damn shame that Stanley F. Druckenmiller - one of the big names in the plastics recycling indystry - is announcing to sell XX% of his stake in $PCT already" @robinivski on X 2025-07-20 01:11:42 UTC 2578 followers, 1560 engagements
"@B82143748 I'm not good at technical analysis so might be making a mistake in that indeed. But I guess such analysis gets distorted in moments like now with mania in so many speculative names. When I say mania I think irrational behavior and I'm inclined to take the other side of that" @robinivski on X 2025-07-19 12:20:13 UTC 2581 followers, XX engagements
"So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say" @robinivski on X 2025-07-20 22:09:12 UTC 2578 followers, XXX engagements
"$ENVX doubling down on wording games about the manufacturing line that still hasn't been able to mass produce batteries. My bet remains on "Actual results and outcomes could differ materially from those expressed in these forward-looking statements"" @robinivski on X 2025-07-17 09:38:13 UTC 2583 followers, XXX engagements
"I do get that the $ENVX battery architecture will have less issues with internal short circuits in a larger form factor - so make it possible to get better specs - but how relevant is that when customers are looking for smaller form factors" @robinivski on X 2025-07-15 10:26:04 UTC 2582 followers, XXX engagements
"Hadn't seen a reason for the up move in $HLF and I don't see one for it coming down again" @robinivski on X 2025-07-14 16:07:44 UTC 2583 followers, XXX engagements
"For all of 2024 capex was around 75M Write-offs were around 60M Yet total property and equipment went down over the year. What could be the explanation for that" @robinivski on X 2025-07-20 21:29:15 UTC 2576 followers, XXX engagements
"CFO departed in December. Maybe that's a clue 😇" @robinivski on X 2025-07-20 21:41:52 UTC 2577 followers, XXX engagements
"Okay got some help via DM - at times twitter is fantastic with so many great minds on here being very generous to help us out - and it turns out I made a mistake in the sense that the X times 18M weren't write-offs but accelerated depreciation" @robinivski on X 2025-07-20 21:57:48 UTC 2577 followers, XXX engagements
"2023 was the big year for building Fab2 and I can make sense of all the numbers. Company wrote off 18.5M of Fab1 acquired 27M of equipment with Routejade acquisition and spent around 70M itself in capex. For a napkin math guy like myself the numbers more or less match" @robinivski on X 2025-07-20 21:15:01 UTC 2577 followers, XXX engagements
"As an illustration of my cute little thread this morning this is a fine example I think of irrational behaviour that causes mispricing of stocks. A lot of $ENVX bulls think like this and it encourages them to buy more and it makes absolutely no sense" @robinivski on X 2025-07-17 18:18:29 UTC 2582 followers, XXX engagements
"By end Q3 situation had reversed with P&E being lower than what capex would suggest. In X months company spent 60M on capex and on top of 18M write off in Q1 another 40M got written off for Fab1. That should bring P&E in line with end 2023 I would think but it declined by 35M" @robinivski on X 2025-07-20 21:25:11 UTC 2577 followers, XXX engagements
"In Feb $ENVX head charlatan did his first discretionary sale at around $X following a trading plan created in Nov when stock was at same level. I don't expect him or any of the other charlatans to hick up XXXX of his own money to exercise his warrants" @robinivski on X 2025-07-16 10:55:54 UTC 2583 followers, XXX engagements
"Write-offs seem to make sense as we had 88M of machinery in Fremont by the end of 2022 and that's more or less the amount that got written off. But around 35M of 2024 capex seems to not have translated into increase of P&E on balance sheet" @robinivski on X 2025-07-20 21:33:23 UTC 2577 followers, XXX engagements
"Even in the unlikely case $ENVX stock doesn't keep going up you'll keep full control over your warrants 😂🤣" @robinivski on X 2025-07-15 18:36:33 UTC 2578 followers, 1779 engagements
"Let's go back to end 2022 first before announcement of Fab X and move to Malaysia. Gen1 line was operational with second line in Fremont being built. Both combined amount to $88M. Things were simple back then" @robinivski on X 2025-07-20 21:10:19 UTC 2577 followers, XXX engagements
"@B82143748 Seriously - $PCT just sold preferred shares that pay X% interest to specialists in distressed companies just to keep the lights on and you think I'm worried that the stock has gone up $XXXX Been adding to shorts all week and I can tell you - PCT is on the list for next week" @robinivski on X 2025-07-19 01:29:42 UTC 2583 followers, XXX engagements
"Could be that some CiP got promoted to machinery of course but looking at total P&E it shows the 15M increase corresponding with capex so where's the write-off" @robinivski on X 2025-07-20 21:20:06 UTC 2577 followers, XXX engagements
"When I'm back in the office next Monday I am going to look at all my short positions shed a tear have a drink and double down on each of them. Same for next Tuesday. $HLF $ENVX $GRRR $PCT et all" @robinivski on X 2025-07-10 20:08:44 UTC 2576 followers, 1482 engagements
"Full video to be shown on $envx earnings call later this month. With Trevor Milton in mind and the Miami judge throwing out Tesla's argument that their Paint it Black video was aspirational I'm curious to what extent Enovix will disclose where they are in road to mass production" @robinivski on X 2025-07-18 16:14:33 UTC 2583 followers, XXX engagements