[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 2579 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 "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 2578 followers, XXX engagements "Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947410401039470660) 2025-07-21 21:36:35 UTC 2576 followers, 1112 engagements "So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947056220457623800) 2025-07-20 22:09:12 UTC 2576 followers, XXX engagements "$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 "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 2576 followers, 1217 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 2579 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 2576 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 2579 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 2575 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 2579 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 2578 followers, 1940 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 $88M. Things were simple back then"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947041403931861218) 2025-07-20 21:10:19 UTC 2576 followers, XXX engagements "Wholemarsblog taking a robotaxi to the Tesla diner 🤪"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1947639591088816287) 2025-07-22 12:47:18 UTC 2576 followers, XXX engagements "$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 2577 followers, XXX engagements "Solid arguments. Neatly explained. I fail to understand how anyone could disagree with this. $ENVX"  [@robinivski](/creator/x/robinivski) on [X](/post/tweet/1945435231240028265) 2025-07-16 10:47:58 UTC 2578 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 2579 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 2579 followers, XXX 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 2579 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 2579 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
"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 2578 followers, XXX engagements
"Just for fun does anyone know what the first risk in screen shot below is referring to (from $ENVX prospectus supplement) I get the second point - that if you exercise the warrants and stock goes down you may face a loss but what's the total loss in first paragraph" @robinivski on X 2025-07-21 21:36:35 UTC 2576 followers, 1112 engagements
"So end of 25Q1 - with Fab1 out of the way - they have 135M of machinery on their books of which 27M is Routejade and 12M is yet to get paid. Okay fire it up I'd say" @robinivski on X 2025-07-20 22:09:12 UTC 2576 followers, XXX engagements
"$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
"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 2576 followers, 1217 engagements
"CFO departed in December. Maybe that's a clue 😇" @robinivski on X 2025-07-20 21:41:52 UTC 2579 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 2576 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 2579 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 2575 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 2579 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 2578 followers, 1940 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 $88M. Things were simple back then" @robinivski on X 2025-07-20 21:10:19 UTC 2576 followers, XXX engagements
"Wholemarsblog taking a robotaxi to the Tesla diner 🤪" @robinivski on X 2025-07-22 12:47:18 UTC 2576 followers, XXX engagements
"$ENVX will first ship sample warrants to select customers for testing 🤪" @robinivski on X 2025-07-21 16:40:47 UTC 2577 followers, XXX engagements
"Solid arguments. Neatly explained. I fail to understand how anyone could disagree with this. $ENVX" @robinivski on X 2025-07-16 10:47:58 UTC 2578 followers, XXX engagements
"Something tells me we might get a rate cut in July" @robinivski on X 2025-07-21 23:39:40 UTC 2579 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 2579 followers, XXX 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 2579 followers, XXX engagements