[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) "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 2573 followers, XXX engagements "This is $ENVX describing its business in today's prospectus supplement - one of those documents where they stick to the facts. This doesn't read like much has changed since the grand factory opening last summer"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947408965522100302) 2025-07-21 21:30:53 UTC 2582 followers, XXX engagements "Have a technical question in regards to $ENVX warrants. As the charlatans running the co. seemingly don't need to file receiving the warrants (except for Rodgers who is a large owner) can they sell 'm without filing as well"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948339773224972737) 2025-07-24 11:09:34 UTC 2582 followers, XXX engagements "Few hours later and not too confident in the calendar yet but so far so good 😇"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948137703213543482) 2025-07-23 21:46:37 UTC 2573 followers, XXX engagements "Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947410401039470660) 2025-07-21 21:36:35 UTC 2573 followers, 1121 engagements "Form X of $ENVX chief legal officer has the derivatives section blank 🤔"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948878956004081894) 2025-07-25 22:52:06 UTC 2582 followers, XXX engagements "The kids are relying on Grok for investment advice and encouraging it to read between the lines"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948334648758595705) 2025-07-24 10:49:13 UTC 2582 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 2577 followers, XXX engagements "Dude this is literally the section where $ENVX lists examples of things that might be too good to be true 🤦♂"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947608635531792876) 2025-07-22 10:44:18 UTC 2573 followers, 1227 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 "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 2573 followers, 1967 engagements "Wholemarsblog taking a robotaxi to the Tesla diner 🤪"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947639591088816287) 2025-07-22 12:47:18 UTC 2569 followers, XXX engagements "@Jam_invest Yes and no. They used to make around $150M a quarter X years ago. Now less than $50M. Former CEO Johnson returned to work on a turnaround but has since stepped down again. India is their last frontier. When they kick HLF out it's over"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948477291073323245) 2025-07-24 20:16:01 UTC 2576 followers, XX engagements "Fed better adds some gold plated ornaments"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948362696560095597) 2025-07-24 12:40:40 UTC 2576 followers, XXX engagements "If we want to discuss that stock price should have gone down maybe first question is: who on earth are the non-institutionals owning XXX billion dollar worth of stock That number is too big for me to understand"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948138645682037108) 2025-07-23 21:50:22 UTC 2573 followers, XXX engagements "Hey @grok - when reading between the lines and noticing that Enovix hasn't started mass production of its batteries yet is the most obvious reason that their manufacturing process doesn't work yet or is there some issue with the battery design itself"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948357601365721164) 2025-07-24 12:20:25 UTC 2582 followers, XXX engagements "Something tells me we might get a rate cut in July"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947441376112922876) 2025-07-21 23:39:40 UTC 2571 followers, XXX engagements "$ENVX bulls coming to grips with the fact that new META VR thing isn't powered by Enovix batteries has them speculating on other devices that will be launched in coming months. To me that just does not make sense as the switch to AI1 signals one thing: they're back to square one"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948785804454633776) 2025-07-25 16:41:57 UTC 2582 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 2569 followers, 1495 engagements "@Tuggernutz87 @teardowntitan @live_munro No you don't understand. That car had put itself in a difficult spot which does happen when the software does not work. But when the safety operator - these robo-things do need a lot of operators - asked for help no one was there. That second operator let the first one down"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948544878763540492) 2025-07-25 00:44:35 UTC 2577 followers, XX 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 2573 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
"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 2573 followers, XXX engagements
"This is $ENVX describing its business in today's prospectus supplement - one of those documents where they stick to the facts. This doesn't read like much has changed since the grand factory opening last summer" @robinivski on X 2025-07-21 21:30:53 UTC 2582 followers, XXX engagements
"Have a technical question in regards to $ENVX warrants. As the charlatans running the co. seemingly don't need to file receiving the warrants (except for Rodgers who is a large owner) can they sell 'm without filing as well" @robinivski on X 2025-07-24 11:09:34 UTC 2582 followers, XXX engagements
"Few hours later and not too confident in the calendar yet but so far so good 😇" @robinivski on X 2025-07-23 21:46:37 UTC 2573 followers, XXX engagements
"Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph" @robinivski on X 2025-07-21 21:36:35 UTC 2573 followers, 1121 engagements
"Form X of $ENVX chief legal officer has the derivatives section blank 🤔" @robinivski on X 2025-07-25 22:52:06 UTC 2582 followers, XXX engagements
"The kids are relying on Grok for investment advice and encouraging it to read between the lines" @robinivski on X 2025-07-24 10:49:13 UTC 2582 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 2577 followers, XXX engagements
"Dude this is literally the section where $ENVX lists examples of things that might be too good to be true 🤦♂" @robinivski on X 2025-07-22 10:44:18 UTC 2573 followers, 1227 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
"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 2573 followers, 1967 engagements
"Wholemarsblog taking a robotaxi to the Tesla diner 🤪" @robinivski on X 2025-07-22 12:47:18 UTC 2569 followers, XXX engagements
"@Jam_invest Yes and no. They used to make around $150M a quarter X years ago. Now less than $50M. Former CEO Johnson returned to work on a turnaround but has since stepped down again. India is their last frontier. When they kick HLF out it's over" @robinivski on X 2025-07-24 20:16:01 UTC 2576 followers, XX engagements
"Fed better adds some gold plated ornaments" @robinivski on X 2025-07-24 12:40:40 UTC 2576 followers, XXX engagements
"If we want to discuss that stock price should have gone down maybe first question is: who on earth are the non-institutionals owning XXX billion dollar worth of stock That number is too big for me to understand" @robinivski on X 2025-07-23 21:50:22 UTC 2573 followers, XXX engagements
"Hey @grok - when reading between the lines and noticing that Enovix hasn't started mass production of its batteries yet is the most obvious reason that their manufacturing process doesn't work yet or is there some issue with the battery design itself" @robinivski on X 2025-07-24 12:20:25 UTC 2582 followers, XXX engagements
"Something tells me we might get a rate cut in July" @robinivski on X 2025-07-21 23:39:40 UTC 2571 followers, XXX engagements
"$ENVX bulls coming to grips with the fact that new META VR thing isn't powered by Enovix batteries has them speculating on other devices that will be launched in coming months. To me that just does not make sense as the switch to AI1 signals one thing: they're back to square one" @robinivski on X 2025-07-25 16:41:57 UTC 2582 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 2569 followers, 1495 engagements
"@Tuggernutz87 @teardowntitan @live_munro No you don't understand. That car had put itself in a difficult spot which does happen when the software does not work. But when the safety operator - these robo-things do need a lot of operators - asked for help no one was there. That second operator let the first one down" @robinivski on X 2025-07-25 00:44:35 UTC 2577 followers, XX 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 2573 followers, XXX engagements