[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) "@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 2575 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 2574 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 2574 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 2579 followers, 1624 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 2571 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 2571 followers, XXX engagements "Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947410401039470660) 2025-07-21 21:36:35 UTC 2573 followers, 1121 engagements "So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947056220457623800) 2025-07-20 22:09:12 UTC 2576 followers, XXX engagements "$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 2575 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 2575 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 2571 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 2579 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 2571 followers, 1223 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 2573 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 2577 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 2579 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 2574 followers, 1955 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 $88M. Things were simple back then"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947041403931861218) 2025-07-20 21:10:19 UTC 2576 followers, XXX engagements "Wholemarsblog taking a robotaxi to the Tesla diner 🤪"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947639591088816287) 2025-07-22 12:47:18 UTC 2569 followers, XXX engagements "Fed better adds some gold plated ornaments"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948362696560095597) 2025-07-24 12:40:40 UTC 2571 followers, XX engagements "If we want to discuss that stock price should have gone down maybe first question is: who on earth are the non-institutionals owning XXX billion dollar worth of stock That number is too big for me to understand"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1948138645682037108) 2025-07-23 21:50:22 UTC 2571 followers, XXX engagements "$ENVX will first ship sample warrants to select customers for testing 🤪"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947335962117169517) 2025-07-21 16:40:47 UTC 2576 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 2571 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 "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 "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
"@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 2575 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 2574 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 2574 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 2579 followers, 1624 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 2571 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 2571 followers, XXX engagements
"Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph" @robinivski on X 2025-07-21 21:36:35 UTC 2573 followers, 1121 engagements
"So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say" @robinivski on X 2025-07-20 22:09:12 UTC 2576 followers, XXX engagements
"$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 2575 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 2575 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 2571 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 2579 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 2571 followers, 1223 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 2573 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 2577 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 2579 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 2574 followers, 1955 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 $88M. Things were simple back then" @robinivski on X 2025-07-20 21:10:19 UTC 2576 followers, XXX engagements
"Wholemarsblog taking a robotaxi to the Tesla diner 🤪" @robinivski on X 2025-07-22 12:47:18 UTC 2569 followers, XXX engagements
"Fed better adds some gold plated ornaments" @robinivski on X 2025-07-24 12:40:40 UTC 2571 followers, XX engagements
"If we want to discuss that stock price should have gone down maybe first question is: who on earth are the non-institutionals owning XXX billion dollar worth of stock That number is too big for me to understand" @robinivski on X 2025-07-23 21:50:22 UTC 2571 followers, XXX engagements
"$ENVX will first ship sample warrants to select customers for testing 🤪" @robinivski on X 2025-07-21 16:40:47 UTC 2576 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 2571 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
"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
"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