# ![@doh_in Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::334318338.png) @doh_in In-Hwan Doh

In-Hwan Doh posts on X about $envx, enovix, $eose, samsung the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::334318338/interactions)
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- [--] Week [---] +66%
- [--] Month [-----] +45%
- [--] Months [-------] -47%
- [--] Year [-------] +200%

### Mentions: [--] [#](/creator/twitter::334318338/posts_active)
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- [--] Months [---] -43%
- [--] Year [-----] +207%

### Followers: [---] [#](/creator/twitter::334318338/followers)
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- [--] Week [---] +0.75%
- [--] Month [---] +1.10%
- [--] Months [---] +2.70%
- [--] Year [---] +79%

### CreatorRank: [---------] [#](/creator/twitter::334318338/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::334318338/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$envx](/topic/$envx), [enovix](/topic/enovix), [$eose](/topic/$eose), [samsung](/topic/samsung), [south korea](/topic/south-korea), [$asts](/topic/$asts), [china](/topic/china), [$ionq](/topic/$ionq), [xiaomi](/topic/xiaomi), [raj](/topic/raj)

**Top assets mentioned**
[Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [IonQ, Inc. (IONQ)](/topic/$ionq) [QuantumScape Corporation (QS)](/topic/$qs) [April (APRIL)](/topic/april) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@joceyreyes209 @mcinnes_danny @EnovixBatteries Wow This expands on Ajays mention that Enovix was one of the [--] special companies including Microsoft and Google invited by Malaysian Prime Minister and his Cabinet Members when APEC Summit was held in San Fransisco last November. See the Podcast Gen2 FAT Fab2 Buildout Updates"  
[X Link](https://x.com/doh_in/status/1796069523310735514)  2024-05-30T06:41Z [--] followers, [---] engagements


"Making ENVX batteries is similar to the back-end process of making semiconductors but it is [--] times easier in terms of mechanical tolerance. That is why I am so confident in executing HVM. Raj Talluri during the 1st quarter earnings call [--] April [----] (last year)"  
[X Link](https://x.com/doh_in/status/1799810196484874263)  2024-06-09T14:26Z [--] followers, [---] engagements


"Since both Lines share identical machinery the successful completion of the Agility Line's FAT/SAT should facilitate a rapid turnaround for the Auto Line's completion. Raj Talluri during the Q4 Earnings Call [--] Fab 2024"  
[X Link](https://x.com/doh_in/status/1801631356503605640)  2024-06-14T15:02Z [---] followers, [---] engagements


""In my [--] years with semiconductors I have seen phone processor prices climb from $15 to $65 due to user experience improvements. At Enovix I expect a similar trend with our batteries superior performance. Raj Talluri during the Q2 Earnings Call [--] July 2023"  
[X Link](https://x.com/doh_in/status/1801633884628783277)  2024-06-14T15:12Z [---] followers, [---] engagements


""Currently Enovix may be the only battery company which allows the leading smartphone companies to facilitate the high-energy-demanding AI applications." Raj Talluri during the Q1 Earnings Conference [--] May 2024"  
[X Link](https://x.com/doh_in/status/1801829307352027473)  2024-06-15T04:09Z [---] followers, [---] engagements


"@mcinnes_danny Thank you very much for this excellent analysis. Following up on Ajay's description of the Battery Formation Zone (Zone 3A) I am curious to know who manufactures the machinery he referred to. Is it YBS"  
[X Link](https://x.com/doh_in/status/1803420284508373431)  2024-06-19T13:31Z [---] followers, [--] engagements


"@mcinnes_danny I know KOSES a South Korean company manufactures the machinery for laser dicing and stacking in Zone [--]. This information was revealed during their Earnings Call where they also highlighted that the video clip showcasing the stacking process was filmed in their own factory"  
[X Link](https://x.com/doh_in/status/1803420548426506372)  2024-06-19T13:32Z [---] followers, [--] engagements


"@eenLien Summary of the Contract (revised [--] May 2024) Supplier: Koses Orderer: The North American battery manufacturer (confidential but we know its ENVX) Products: Secondary battery automation equipment Contract Value: USD18500000 Contract Period: 2023-03-20 2024-12-10"  
[X Link](https://x.com/doh_in/status/1805172187760136549)  2024-06-24T09:32Z [---] followers, [----] engagements


"@eenLien Congrats Lien. You deserve it"  
[X Link](https://x.com/doh_in/status/1805240329865761129)  2024-06-24T14:03Z [---] followers, [--] engagements


"@eenLien I think so too. Prior to joining Enovix Samira Naraghi served as Global Head of Partnerships for Meta Connectivity"  
[X Link](https://x.com/doh_in/status/1805597107895812605)  2024-06-25T13:41Z [---] followers, [--] engagements


"$ENVX I came across a business news. Elentec a South Korean battery pack company announced on June 22nd that it signed a Memorandum of Understanding (MOU) with ENVX. Here's the link (unfortunately no English version available): https://www.thelec.kr/news/articleView.htmlidxno=28721 https://www.thelec.kr/news/articleView.htmlidxno=28721"  
[X Link](https://x.com/anyuser/status/1805643063240380762)  2024-06-25T16:43Z [---] followers, [----] engagements


"@minsie66 I may be wrong but I still think it might be OPPO"  
[X Link](https://x.com/doh_in/status/1805858112857145692)  2024-06-26T06:58Z [---] followers, [---] engagements


"@minsie66 You might be right. I recall hearing that Samsung was interested in ENVX a couple of years ago"  
[X Link](https://x.com/doh_in/status/1805861639021117818)  2024-06-26T07:12Z [---] followers, [---] engagements


"@duedili2 [---] billion Won (Korean Currency) = [----] billion USD (US Dollar). It's a small compnay"  
[X Link](https://x.com/doh_in/status/1806180933135151541)  2024-06-27T04:21Z [---] followers, [--] engagements


"@LateReaponder Yes Sam You seem to hit the nail on the head. This news invites us to conjecture reasonably that the President of Samsung Group's recent California visit could be connected to ENVX's announcement of the OEM"  
[X Link](https://x.com/doh_in/status/1806301579936669903)  2024-06-27T12:20Z [---] followers, [---] engagements


"@LateReaponder In the news article there is an eye-catching reference to Qualcomms Snapdragon platform which Raj Talluri successfully led to become a multi-billion-dollar business"  
[X Link](https://x.com/doh_in/status/1806334772886872380)  2024-06-27T14:32Z [---] followers, [--] engagements


"@eenLien This article highlights an interesting fact: Mirae Asset a South Korean investment firm dramatically increased its position in ENVX by 2228%. This massive increase hints an unmistakable link between ENVXs batteries and the South Korean smartphone giant Samsung Electronics"  
[X Link](https://x.com/anyuser/status/1806591065925062748)  2024-06-28T07:30Z [---] followers, [----] engagements


"@eenLien Even more interestingly Samsung C&T a subsidiary of Samsung Group is the largest shareholder of Mirae Asset"  
[X Link](https://x.com/doh_in/status/1806619051843879306)  2024-06-28T09:22Z [---] followers, [----] engagements


"@eenLien Furthermore Samsung Group's massive financial support was instrumental in Elentec's [----] overseas expansion"  
[X Link](https://x.com/doh_in/status/1807123772996239789)  2024-06-29T18:47Z [---] followers, [---] engagements


"@MrEnovix TDKs anxiety over ENVXs innovation is understandable and the acquisition by TDK could be a silver lining for short sellers allowing them to minimize their losses"  
[X Link](https://x.com/doh_in/status/1807343792204529710)  2024-06-30T09:21Z [---] followers, [---] engagements


"@eenLien KOSES is sometimes misspelled as COSESS. It is the same company we discussed earlier"  
[X Link](https://x.com/doh_in/status/1807450007181959495)  2024-06-30T16:23Z [---] followers, [---] engagements


"@eenLien ENVX targets a 30% operating margin. While recent short-seller reports point to lower margins achieved by competitors like TDK (15%) Varta (10%) and Panasonic (4%) ENVX's path to profitability will fundamentally differ due to unique cost structures and innovative technologies"  
[X Link](https://x.com/doh_in/status/1807705485270810906)  2024-07-01T09:19Z [---] followers, [----] engagements


"$ENVX In a monumental feat for the battery industry ENVX emerges as the first innovator to successfully achieve HVM for its next-generation batteries: https://ir.enovix.com/news-releases/news-release-details/enovix-hold-grand-opening-malaysia-factory-august-8-2024 https://ir.enovix.com/news-releases/news-release-details/enovix-hold-grand-opening-malaysia-factory-august-8-2024"  
[X Link](https://x.com/anyuser/status/1808548526240248106)  2024-07-03T17:09Z [---] followers, [----] engagements


"$ENVX As one tweeter indicated the Grand Opening Day of ENVX on 8/8/8 (8 August 2024; please consider 2+0+2+4=8) has a special meaning in East Asian culture where the Confucian tradition remains strong"  
[X Link](https://x.com/anyuser/status/1808800230600757749)  2024-07-04T09:49Z [---] followers, [----] engagements


"$ENVX An important message for ENVX supporters A tweet from Malaysia says funding won't be a hurdle for expanding HVM lines. This is a great relief for those who are concerned about future funding. It says 'Money for scale will never be a problem.' @eenLien @mcinnes_danny In Malaysia if there are business and huge order coming money is never a problem in setting up the manufacturing lines. especially when Enovix have the Government's special attention. @eenLien @mcinnes_danny In Malaysia if there are business and huge order coming money is never a problem in setting up the manufacturing"  
[X Link](https://x.com/anyuser/status/1809176879825625250)  2024-07-05T10:45Z [---] followers, [----] engagements


"Raj and Farhan have already expressed an opinion as Lees. It may be difficult for western investors to understand its full meaning but lets remember the business environment of East Asia differ from that of Western countries"  
[X Link](https://x.com/doh_in/status/1809177091776397588)  2024-07-05T10:46Z [---] followers, [---] engagements


"@CheChenLee1 It may sound a bit political but as far as I know Anwar Ibrahim the current Prime Minister of Malaysia is particularly adept at economic policies"  
[X Link](https://x.com/doh_in/status/1809191651677741213)  2024-07-05T11:44Z [---] followers, [---] engagements


"@eenLien The news article above invites us to conjecture ENVX may make a License Business partnership with Samsung SDI. In case of the EV battery partnership some tweeters have mentioned Volkswagen and Tesla but I think Samsung SDI should be added to the list of License Partners"  
[X Link](https://x.com/doh_in/status/1809593844641722519)  2024-07-06T14:22Z [---] followers, [---] engagements


"@CheChenLee1 @ypk @eenLien @RocketPenguin75 I estimate that the lead time for manufacturing Zone [--] machinery is very long and KOSES will provide information which will allow us to anticipate the expansion of the auto lines ahead of its news release"  
[X Link](https://x.com/doh_in/status/1809856809236349211)  2024-07-07T07:47Z [---] followers, [--] engagements


"@Haechi4711 @minsie66 @CheChenLee1 @eenLien @bleacherbum23 I am sorry that I do not have insider knowledge but there is mounting circumstantial evidence released up to now"  
[X Link](https://x.com/doh_in/status/1809969926217846972)  2024-07-07T15:17Z [---] followers, [--] engagements


"$ENVX Someone shouts to my novice ears "The dam is about to burst Buckle up folks the short squeeze tidal wave is coming.""  
[X Link](https://x.com/anyuser/status/1810286216010674438)  2024-07-08T12:14Z [---] followers, [----] engagements


"$ENVX ENVX targets 30% operating margin. While recent short-seller reports point to lower margins achieved by competitors like TDK (15%) Varta (10%) Panasonic (4%) ENVX's path to profitability will fundamentally differ due to unique cost structures and innovative technologies. @mcinnes_danny Yes.👇 https://t.co/tEjxZ7BSQ7 @mcinnes_danny Yes.👇 https://t.co/tEjxZ7BSQ7"  
[X Link](https://x.com/doh_in/status/1810879440173551715)  2024-07-10T03:31Z [---] followers, [----] engagements


"@mcinnes_danny I agree with the opinion that FAT completion of Agility L (16 April) and announcement of Grand Opening with FAT completion of Auto L (3 July) were more crucial than press release of JDA (1 May) and OEM (25 June) even if former announcements received less exciting market-response"  
[X Link](https://x.com/doh_in/status/1811694815119310986)  2024-07-12T09:31Z [---] followers, [---] engagements


"Dear fellow supporters let us recognize ENVX is not merely one of many foreign companies situated in Malaysia. Rather it stands as a representative of the success achieved by Malaysian Prime Minister Anwar Ibrahim in attracting an innovative international company to his nation"  
[X Link](https://x.com/anyuser/status/1812804525629354332)  2024-07-15T11:00Z [---] followers, [----] engagements


"$ENPH Housing Starts (June): 1.35M (Cons: 1.30M Prev: 1.31M) Building Permits (June): 1.45M (Cons: 1.40M. Prev: 1.40M) A good sign for residential solar"  
[X Link](https://x.com/doh_in/status/1813557222137639296)  2024-07-17T12:51Z [---] followers, [---] engagements


"$ENVX What an insightful nomenclature of each innovation Product 1: EX1M Technology Validation Product 2: EX2M Disruptive Product 2: EX3M Revolutionary. Each name really captures the essence of each product. Enovix $ENVX ENVX With the pivotal second quarter conference call upcoming I wanted to share my thoughts on what I think is a very important thing to keep an eye on. Its any discussion of the mobile battery product roadmap. I must admit that I think the roadmap strategy is Enovix $ENVX ENVX With the pivotal second quarter conference call upcoming I wanted to share my thoughts on what I"  
[X Link](https://x.com/doh_in/status/1813826754185945389)  2024-07-18T06:42Z [---] followers, [----] engagements


"@LateReaponder @CheChenLee1 I am just glad to contribute to your excellent research as a resident of South Korea. However I am quite a novice to this field so please verify my input with due diligence"  
[X Link](https://x.com/doh_in/status/1813887233755324816)  2024-07-18T10:43Z [---] followers, [--] engagements


"$ENVX While I hope Raj enjoys weekends I cant help but wonder if this photo might be a coded message similar to his photo from Shenzhen. Raj might consider Colorado as a site for onshoring HVM lines in the future especially since we know Amprius is building the Fab in Colorado"  
[X Link](https://x.com/doh_in/status/1814599082704580951)  2024-07-20T09:51Z [---] followers, [----] engagements


"$ENVX This is one of the best quotes about ENVX I have ever encountered in Twitter. How poor are they that have not patience. Bill Shakespeare *answer really poor if you sold under $10 How poor are they that have not patience. Bill Shakespeare *answer really poor if you sold under $10"  
[X Link](https://x.com/doh_in/status/1815268994854928552)  2024-07-22T06:13Z [---] followers, [----] engagements


"$ENPH Id rather focus on this mention by Badri: We are over 85% booked to the midpoint of our overall revenue guidance $ 390mm. This is the healthiest backlog position we have had in the last year"  
[X Link](https://x.com/doh_in/status/1816090813220413863)  2024-07-24T12:39Z [---] followers, [---] engagements


"$ENVX Over the past two years of investing in ENVX I've concluded that the best strategy for weathering market fluctuations is steady ACCUMULATION and patient WAITING"  
[X Link](https://x.com/anyuser/status/1816740619425075248)  2024-07-26T07:41Z [---] followers, [----] engagements


"@phrf198 @minsie66 @Foldnow1984 @banrube @Chris23248384 @MechPaul For your reference. Routejade is located in the countryside of South Korea and ENVX will not have trouble in getting space for potential expansion. But I think South Korea is not a good country for commercial industries because of strong trade unions and high labor costs"  
[X Link](https://x.com/doh_in/status/1817448537967456604)  2024-07-28T06:34Z [---] followers, [---] engagements


"@minsie66 @phrf198 @Foldnow1984 @banrube @Chris23248384 @MechPaul While details of equipment suppliers are typically confidential this disclosure occurred when ENVX had a lower market visibility in South Korea"  
[X Link](https://x.com/doh_in/status/1817471171887063332)  2024-07-28T08:04Z [---] followers, [---] engagements


"$ENVX Rajs tantalizing hint at potential collaboration with Qualcomm Snapdragon Colin Rush: Can you speak to any potential collaboration with semiconductor companies"  
[X Link](https://x.com/doh_in/status/1818947935188787407)  2024-08-01T09:52Z [---] followers, [----] engagements


"Raj: The world is moving fast towards silicon batteries. Now you see chip companies such as Qualcomm Media Tech and Samsung are making adjustments to the app processors plus power management system in order to connect to silicon batteries. During Q2 Conference [--] July 24"  
[X Link](https://x.com/doh_in/status/1818948504225821023)  2024-08-01T09:54Z [---] followers, [---] engagements


"@eenLien Hi Lien as the article above indicates I also want to reiterate my conjecture that the smartphone OEM customer might be Samsung"  
[X Link](https://x.com/doh_in/status/1819415208357777418)  2024-08-02T16:49Z [---] followers, [---] engagements


"$ENVX I think some investors' misgivings (including myself) about Fab 2s Yields stem not from the facts but from our own hasty expectations and impatience"  
[X Link](https://x.com/anyuser/status/1820010672429936645)  2024-08-04T08:15Z [---] followers, [----] engagements


"Now we should be patient and wait to see that SAT completion will gradually bring Fab 2's yields to 90-95% by the end of [----]. (For your reference) In semiconductor industry the average yields are between [----] % (minimum yields: 60%; ideal yields: 90%)"  
[X Link](https://x.com/doh_in/status/1820012351720227324)  2024-08-04T08:22Z [---] followers, [---] engagements


"Qualcomms Snapdragon Summit [----] October [----] Maui Hwwaii: https://www.qualcomm.com/company/events/snapdragon-summit https://www.qualcomm.com/company/events/snapdragon-summit"  
[X Link](https://x.com/doh_in/status/1820712940879921494)  2024-08-06T06:46Z [---] followers, [--] engagements


"$ENVX Given the successful derisking of almost all HVM concerns I know ENVX does not need any conjectural pumps. However is it unreasonable to anticipate a major announcement potentially involving the Malaysian Sovereign Fund during the Grand Opening Ceremony on [---] Enovix Malaysia welcomed the team from the Malaysian Investment Development Authority (MIDA) at Fab2 in Penang. https://t.co/cfBqyQNv4x Enovix Malaysia welcomed the team from the Malaysian Investment Development Authority (MIDA) at Fab2 in Penang. https://t.co/cfBqyQNv4x"  
[X Link](https://x.com/doh_in/status/1821076256512995356)  2024-08-07T06:49Z [---] followers, [----] engagements


"$ENVX will fix it with the BrakeFlow technology: https://www.businesskorea.co.kr/news/articleView.htmlidxno=222488 https://www.businesskorea.co.kr/news/articleView.htmlidxno=222488"  
[X Link](https://x.com/doh_in/status/1821119673305579799)  2024-08-07T09:42Z [---] followers, [---] engagements


"$ENVX Customers of the batteries largely concluded that Enovix is on the right path to hit yield/throughput expectations. We see Enovix announcing a platform qualification within the next [--] months. $ENVX @mcinnes_danny @rajtalluri @EnovixBatteries Cantors note of their visit to Penang https://t.co/RUghl7gmD6 $ENVX @mcinnes_danny @rajtalluri @EnovixBatteries Cantors note of their visit to Penang https://t.co/RUghl7gmD6"  
[X Link](https://x.com/anyuser/status/1821563287450038476)  2024-08-08T15:05Z [---] followers, [----] engagements


"$ENVX IR can be improved but I think it is inevitable that numerous small retailers should be highly susceptible to the formidable attack of enormous short sellers"  
[X Link](https://x.com/doh_in/status/1822120395467858269)  2024-08-10T03:58Z [---] followers, [----] engagements


"I am in South Korea where battery manufacturing is one of its major industries. Consequently there's significant domestic interest in investing in the next generation of battery technology"  
[X Link](https://x.com/doh_in/status/1822167035306025411)  2024-08-10T07:04Z [---] followers, [---] engagements


"However language barriers render many investors primarily reliant on domestic news outlets often leading to misinformation. This vulnerability exposes them to the heightened risk posed by short-seller campaigns"  
[X Link](https://x.com/doh_in/status/1822167129979859400)  2024-08-10T07:04Z [---] followers, [---] engagements


"@mcinnes_danny @YouTube Thank you Danny for your insight. As someone who is highly concerned about the delay of Zone [--] I am particularly grateful for your cutting-edge insight focused on this issue"  
[X Link](https://x.com/doh_in/status/1822250494838116858)  2024-08-10T12:35Z [---] followers, [---] engagements


"@Crussian17 @eenLien (2) [----] Wh/L: EX-2M of Pure Silicon Anode by ENVX: (Auto-Line Production in 2025) (3) [----] Wh/L: New Battery of Solid-State by TDK: (Lab Development) (5) [----] Wh/L: New Battery of Pure Silicon Anode by Amprius: (Manual Production)"  
[X Link](https://x.com/doh_in/status/1822541494755999749)  2024-08-11T07:52Z [---] followers, [----] engagements


"@adamElkkkk $ENVX has been fluctuating for long in accordance with other next-generation battery developers such as AMPX QS SLDP SES ect. Even with its Grand Opening ENVX still fluctuates with them"  
[X Link](https://x.com/doh_in/status/1822550806366978319)  2024-08-11T08:29Z [---] followers, [---] engagements


"$ENVX Jed Dorsheimers report reveals an interesting point about the HVM line. It confirms our general anticipation that Zone [--] of the HVM line (involving the laser-dicing and stacking) is the most challenging and takes the longest lead-time to finish. William Blair take on $ENVX Malaysia fab visit . see serious competitive moat @EnovixBatteries https://t.co/LO3MoIsK8r William Blair take on $ENVX Malaysia fab visit . see serious competitive moat @EnovixBatteries https://t.co/LO3MoIsK8r"  
[X Link](https://x.com/doh_in/status/1823212521597370722)  2024-08-13T04:18Z [---] followers, [----] engagements


"$ENVX Before complaining about the uncertainty of energy density yield or timetable please consider the basic economic principle: high risk is high yield whereas low risk is low yield. Show drafts"  
[X Link](https://x.com/doh_in/status/1823395447203070268)  2024-08-13T16:25Z [---] followers, [---] engagements


"$ENVX The upcoming EX-2M (energy density 1030Wh/L) will utterly eclipse the conventional battery granting ENVX an unassailable position to command top-tier pricing. $ENVX takeaway from this mornings Canacord Genuity Growth Conference. @EnovixBatteries is a 🚀 CFO Farhan cleared up a lot of the shorts driven noise around ATM No additional ATM its was single authorization executed over 1Q and 2Q. And they are done with the ATM https://t.co/HpXaGgw8a1 $ENVX takeaway from this mornings Canacord Genuity Growth Conference. @EnovixBatteries is a 🚀 CFO Farhan cleared up a lot of the shorts driven"  
[X Link](https://x.com/doh_in/status/1823745298658623912)  2024-08-14T15:35Z [---] followers, [----] engagements


"$ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage. $ENVX https://t.co/Q9YXmpZIfw Omg enovix was listed as one of the partners that qualcomm work with. I guess it is no longer a secret. https://t.co/4xxOH29MXN $ENVX https://t.co/Q9YXmpZIfw Omg enovix was listed as one of the partners that qualcomm work with. I guess it is no longer a secret. https://t.co/4xxOH29MXN"  
[X Link](https://x.com/anyuser/status/1823972058810007833)  2024-08-15T06:36Z [---] followers, [----] engagements


"$ENVX sampled to [--] of the top [--] smartphone makers. Then why were the remaining [--] not included This question leads to the inevitable conclusion that Qualcomm Snapdragons will be combined with ENVX batteries on the ground that those [--] recipients use the Snapdragons as their CPUs. $ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage. $ENVX Significantly ENVX is the ONLY BATTERY manufacturer among the [--] partners listed on Qualcomms homepage"  
[X Link](https://x.com/anyuser/status/1824681027190854015)  2024-08-17T05:33Z [---] followers, [----] engagements


"Qualcomm currently lists +500 companies as its partners but when I visited the webpage Qualcomm listed only [--] partners: https://www.qualcomm.com/support/qan/member-directoryfacetSpecialties=XR%20%28VR%20/%20AR%29&facetCompanyTypes=Hardware%20Provider https://www.qualcomm.com/support/qan/member-directoryfacetSpecialties=XR%20%28VR%20/%20AR%29&facetCompanyTypes=Hardware%20Provider"  
[X Link](https://x.com/doh_in/status/1824689651229336062)  2024-08-17T06:08Z [---] followers, [---] engagements


"@RocketPenguin75 As far as I know they are Huawei and Apple but I am a novice in this field. Therefore please do not accept my conjectures without your due diligence"  
[X Link](https://x.com/doh_in/status/1824762440053399882)  2024-08-17T10:57Z [---] followers, [---] engagements


"$ENVX Shakespearean message to ENVX lovers: The course of true love never did run smooth. (A Midsummer Nights Dream)"  
[X Link](https://x.com/doh_in/status/1824866517701611837)  2024-08-17T17:50Z [---] followers, [----] engagements


"@minsie66 @JahredAlmighty Yes that is what I got from his words. He also said The world is moving towards silicon batteries is the fact that now you see chip companies Qualcomm's you know MediaTek's other companies Samsung's and so on"  
[X Link](https://x.com/doh_in/status/1825121146804764777)  2024-08-18T10:42Z [---] followers, [--] engagements


"$ENVX a coded message to the impatient investors"  
[X Link](https://x.com/anyuser/status/1825916567466684927)  2024-08-20T15:23Z [---] followers, [----] engagements


"$ENVX I anticipated the SP would be lowered as much as to $8 but it seems that after it dropped to $10 short-sellers have become less aggressive than before. Considering the opening of Fab [--] in Malaysia they might be afraid of counterattacks from the institutional investors"  
[X Link](https://x.com/doh_in/status/1826890276431880683)  2024-08-23T07:52Z [---] followers, [----] engagements


"@TheRealSasha81 A South Korean newspaper reports that Elentec has developed a new technology which can prevent the thermal runway. It may be the cause of Elentec's SP to surge. (Unfortunately I cannot find an English version of the news: https://www.hankyung.com/article/202408265817a https://www.hankyung.com/article/202408265817a"  
[X Link](https://x.com/doh_in/status/1828011488675844193)  2024-08-26T10:07Z [---] followers, [---] engagements


"$ENVX Some of us are curious about whether or not Ajay can achieve the target yield of 95% by the end of this year. Ananda Baruahs report on [--] Nov [----] will help us to get a sense of Ajays approach to reaching the target yield"  
[X Link](https://x.com/doh_in/status/1828647326338187383)  2024-08-28T04:14Z [---] followers, [---] engagements


"$ENVX Colin Rusch from Oppenheimer seems to have conviction that ENVX silicon batteries will be integrated with Qualcomm Snapdragons. It was also Colin who alluded to the two companies joint development during the Q2 Earnings Conference. Enovix Corporation $ENVX: One of Oppenheimers Top Stock Picks For the Next [--] Months Towards the end of the article: "Overall ENVX ranks 1ston our list of Oppenheimer's favorite stocks for the next [--] months." https://t.co/aTJM9nrhzK via @YahooFinanceAU Enovix Corporation $ENVX: One of Oppenheimers Top Stock Picks For the Next [--] Months Towards the end of the"  
[X Link](https://x.com/anyuser/status/1828653838490104100)  2024-08-28T04:40Z [---] followers, [----] engagements


"@JahredAlmighty I am not familiar with the so-called operating voltage which is different between pure silicon and conventional graphite batteries. But Colin seems to know something about partnership between Qualcomm and ENVX. Please see his report which was published a couple of days ago"  
[X Link](https://x.com/doh_in/status/1828767709565518124)  2024-08-28T12:12Z [---] followers, [---] engagements


"@ypk @eenLien I think Jumbojetli is very informative in his opinion about $ENVX. It is a pleasure to follow him"  
[X Link](https://x.com/doh_in/status/1829377225411403985)  2024-08-30T04:34Z [---] followers, [----] engagements


"@Terryfied @RocketPenguin75 @ypk @eenLien I think the biggest problem AMPX has to overcome is succeeding in HVM with auto-lines. It's obvious that they make good silicon batteries but they are still in the stage of manual production in a small quantity which hinders them from being commercially successful"  
[X Link](https://x.com/doh_in/status/1829380945390215269)  2024-08-30T04:49Z [---] followers, [---] engagements


"@Terryfied @RocketPenguin75 @ypk @eenLien I have a small volume of AMPX stocks. Do you have information about their goals for UPH Yields and other HVM capacities in their new fab I heard that integrating nanowire technology into automated manufacturing systems can be very challenging"  
[X Link](https://x.com/doh_in/status/1829395828324409509)  2024-08-30T05:48Z [---] followers, [--] engagements


"@Terryfied @stefanpu13 @ypk @RocketPenguin75 @eenLien The Best Energy Density of the Current Smartphone Battery (1) 809Wh/L: market-released by the Chinese Vivo S19 6000mAh (30 May 2024) (2) 763Wh/L: market-released by the Chinese OnePlus Phone Ace [--] Pro"  
[X Link](https://x.com/doh_in/status/1829864797376299379)  2024-08-31T12:52Z [---] followers, [---] engagements


"@Terryfied @stefanpu13 @ypk @RocketPenguin75 @eenLien (7) [----] Wh/L: New Battery of Solid-State by QuantumScape: (Lab Development)"  
[X Link](https://x.com/doh_in/status/1829865394246742488)  2024-08-31T12:54Z [---] followers, [---] engagements


"September seems to be a free gift season for $ENVX supporters. I anticipate it may tank as low as $6 but I don't have clairvoyant eyes so I add in a gradual way"  
[X Link](https://x.com/doh_in/status/1831269046979104825)  2024-09-04T09:52Z [---] followers, [----] engagements


"$ENVX Yesterday (3 Sep 2024) short sellers resumed their aggressive attacks"  
[X Link](https://x.com/doh_in/status/1831276488739704854)  2024-09-04T10:21Z [---] followers, [----] engagements


"@OBGInvestments For short positions it looks like a death but for long positions it is an ideal time to increase the volume at a cheap price"  
[X Link](https://x.com/doh_in/status/1831354662467031297)  2024-09-04T15:32Z [---] followers, [---] engagements


"@compound248 Given TDK and CATLs growing anxieties over ENVXs potential Raj might not want to exacerbate their anxieties by condescendingly dismissing ENVXs impact on the market"  
[X Link](https://x.com/doh_in/status/1838844674439811412)  2024-09-25T07:35Z [---] followers, [---] engagements


"@eenLien #1 They discuss what Reuters reported and our existing knowledge of KOSES and ENVX. The key points they discuss are as follows:"  
[X Link](https://x.com/doh_in/status/1840555440373158348)  2024-09-30T00:53Z [---] followers, [---] engagements


"@eenLien #2 In April last year KOSES signed a supply contract with Enovix worth KRW [-------] billion (26.24% of their sales). The contract ran from April [--] [----] to September [--] 2024"  
[X Link](https://x.com/doh_in/status/1840555579011665928)  2024-09-30T00:53Z [---] followers, [---] engagements


"@eenLien #3 Enovix plans to invest KRW [---] trillion in Capex over the next [--] years and build a new factory"  
[X Link](https://x.com/doh_in/status/1840555701141426352)  2024-09-30T00:54Z [---] followers, [---] engagements


"@eenLien # [--] KOSES is expected to remain a supplier to Enovix and receive substantial purchase orders from Enovix"  
[X Link](https://x.com/doh_in/status/1840555849305162095)  2024-09-30T00:54Z [---] followers, [---] engagements


"@RocketPenguin75 @eenLien It is a reference to Fab2. It says that Enovix plans to invest KRW [---] trillion in Capex over the next [--] years And KOSES is expected to remain a supplier to Enovix and receive substantial purchase orders from Enovix"  
[X Link](https://x.com/doh_in/status/1840557142123880774)  2024-09-30T00:59Z [---] followers, [---] engagements


"@eenLien #5 As a Korean twitter mentions below these two points are worth noting: (1) Previously KOSES was unable to reveal the identity of ENVX in its public notices because ENVX requested confidentiality but now it has clearly stated ENVX in its public notices"  
[X Link](https://x.com/doh_in/status/1840565227043340471)  2024-09-30T01:32Z [---] followers, [---] engagements


"@eenLien #6 (2) ENVX is expected to place purchase orders with KOSES worth approximately KRW [---] billion this year"  
[X Link](https://x.com/doh_in/status/1840565365296050463)  2024-09-30T01:32Z [---] followers, [---] engagements


"@JoseVille_88 @eenLien They imply [----] but I think both the time-line and the amount of money they discuss are controversial. KRW [---] billion ($ [--] million) is too large considering the total capex for one auto-line is $70 million"  
[X Link](https://x.com/doh_in/status/1840582413593756113)  2024-09-30T02:40Z [---] followers, [---] engagements


"@JoseVille_88 @eenLien I think they should rather say that the expected amount of the PO will be KRW [--] billion this year"  
[X Link](https://x.com/doh_in/status/1840623028717371468)  2024-09-30T05:21Z [---] followers, [--] engagements


"@RocketPenguin75 @MechPaul @bagsehyeon64517 @eenLien #1 Dear fellow supporters of ENVX Raj said repeatedly that multiple auto-lines will be constructed in [----]. I think the amount of money they discuss in the Youtube is controversial. They should say the expected amount of the PO will be KRW [--] billion this year"  
[X Link](https://x.com/doh_in/status/1840662085824659551)  2024-09-30T07:56Z [---] followers, [---] engagements


"@MechPaul @RocketPenguin75 @bagsehyeon64517 @eenLien Considering the previous contract of KRW 20B however thats a reasonable amount"  
[X Link](https://x.com/doh_in/status/1840668398243692954)  2024-09-30T08:21Z [---] followers, [--] engagements


"$ENVX Today marks the end of Q3. The premarket seems to look forward to ENVXs announcement of major progress in Fab [--] including sampling from the Agility Line and completion of SAT of the Auto Line"  
[X Link](https://x.com/doh_in/status/1840671598963290336)  2024-09-30T08:34Z [---] followers, [----] engagements


"$ENVX I am sorry to hear some investors succumbed to aggressive attacks of formidable short sellers. The short volume against $ENVX surged dramatically yesterday reaching nearly [--] million shares compared to half a million shares the day before"  
[X Link](https://x.com/anyuser/status/1841463965114831343)  2024-10-02T13:03Z [---] followers, [----] engagements


"$ENVX stock surged yesterday despite a massive short attack of more than [---] MILLION SHARES. The formidable short sellers are unlikely to reduce their attacks until ENVX achieves significant and consistent revenue growth in 2026"  
[X Link](https://x.com/doh_in/status/1841745358449475939)  2024-10-03T07:41Z [---] followers, [----] engagements


"$ENVX I am pleased ENVX is finally meeting the deadline. This may be the first time since I began following this innovative company in mid-2022 that they have met a timeline without any delays. $ENVX Canaccord Genuity 👇 https://t.co/W8lJmpVdnJ $ENVX Canaccord Genuity 👇 https://t.co/W8lJmpVdnJ"  
[X Link](https://x.com/doh_in/status/1842024837302386834)  2024-10-04T02:11Z [---] followers, [----] engagements


"$ENVX Mr Enovix II succinctly summarizes the gigantic potential of ENVX @TravisT72322 @Seymour24037540 @MechPaul @TheRoaringKitty Exactly I have a strong feeling that $ENVX is deeply embedded in the $QCOM ecosystem and could quickly become their go-to battery partner. We can thank Raj and his years of service at Qualcomm specifically in the Snapdragon division for giving @EnovixBatteries the inside https://t.co/9oFodn6r7e @TravisT72322 @Seymour24037540 @MechPaul @TheRoaringKitty Exactly I have a strong feeling that $ENVX is deeply embedded in the $QCOM ecosystem and could quickly become their"  
[X Link](https://x.com/doh_in/status/1842402563838312459)  2024-10-05T03:12Z [---] followers, [----] engagements


"@Foldnow1984 Could you tell us about Qualcomms epic short squeeze in the late 1990s I heard it was as dramatic as GameStops. When Raj filed his (cancelled) 10b-5 plan I suspected he might have been reminded of his experience with Qualcomms squeeze"  
[X Link](https://x.com/doh_in/status/1842453767545131365)  2024-10-05T06:36Z [---] followers, [---] engagements


"@eenLien It may be too bombastic to say this but we know that ENVX has the potential to be as great as Google Microsoft Bytedance or Infineon"  
[X Link](https://x.com/doh_in/status/1844027750115627467)  2024-10-09T14:50Z [---] followers, [---] engagements


"$ENVX You may disagree with me but considering the price target of most street analysts I think it is reasonable for the current price to fluctuate around $15"  
[X Link](https://x.com/doh_in/status/1844036394467152376)  2024-10-09T15:25Z [---] followers, [----] engagements


"@TravisT72322 Piper Sandler has been hostile to ENVX. They have continuously dropped the Price Target of ENVX: $29 -- $23 -- $19 while other street analysts have continuously raised the PT. It is difficult to trust their assessment"  
[X Link](https://x.com/doh_in/status/1846465177589633134)  2024-10-16T08:16Z [---] followers, [---] engagements


"$ENPH I think yesterday's tank in the SP following RBC capitals negative report is likely due to ENPHs inability to buy back its shares during the blackout period of two weeks prior to its ER on the 22nd this month"  
[X Link](https://x.com/doh_in/status/1846479018507551116)  2024-10-16T09:11Z [---] followers, [---] engagements


"@eenLien I hope I will be as lucky as you some day.I have a plan to transfer my volume of ENPH to ENVX but ENPH has plummeted too much currently ruining my plan"  
[X Link](https://x.com/doh_in/status/1846592882851111312)  2024-10-16T16:43Z [---] followers, [---] engagements


"@Mr_Manchego I am surprised to see Lucy Hedges. She was a famous host of the BBC Travel Show UK. She is now a tech journalist reporting Qualcomms Snapdragon products"  
[X Link](https://x.com/doh_in/status/1847479334426247327)  2024-10-19T03:26Z [---] followers, [---] engagements


"$ENVX Have a look at the trading behavior of Mirae Asset Investments a financial company closely affiliated with Samsung Group South Korea. Some of us expect Samsung Galaxy phone may be an unannounced customer of ENVX. https://www.marketbeat.com/instant-alerts/nasdaq-envx-sec-filing-2024-10-17/ https://www.marketbeat.com/instant-alerts/nasdaq-envx-sec-filing-2024-10-17/"  
[X Link](https://x.com/doh_in/status/1847490510405193915)  2024-10-19T04:10Z [---] followers, [----] engagements


"@ypk In South Korea Mirae Asset is regarded as one of many companies (de facto) owned by Samsung Group. But I do not know how closely Samsung Electronics (the smartphone manufacturer and the largest company of Samsung Group) is affiliated with Mirae Asset"  
[X Link](https://x.com/doh_in/status/1847501810485043544)  2024-10-19T04:55Z [---] followers, [--] engagements


"@mcinnes_danny Thanks for this great insight. But Id like to add a few points to consider. In terms of just energy density Xiaomis new battery (850 Wh/L) seems to have almost reached EX-1M but as @RocketPenguin75 indicates EX-1M has still other advantages:"  
[X Link](https://x.com/doh_in/status/1850165167642026354)  2024-10-26T13:18Z [---] followers, [---] engagements


"$ENVX I'm afraid some investors will be very disappointed with Q3 ER tomorrow to hear that SAT of the auto line may not be completed yet. Raj repeatedly said that the auto line has a lot of time to complete before the smartphone customers finish their qualification test of EX-1M"  
[X Link](https://x.com/doh_in/status/1851164834118975970)  2024-10-29T07:31Z [---] followers, [----] engagements


"$ENVX I'm sorry to see some investors become impatient to hear about new lines during Q3 ER tomorrow. Impatience could make us a target for short sellers. We should be cautious and avoid hasty anticipations that could attract short sellers"  
[X Link](https://x.com/doh_in/status/1851252717945307428)  2024-10-29T13:20Z [---] followers, 10.6K engagements


"There is a zero percent chance of any multiple-line announcements tomorrow. Raj has repeatedly said multiple lines will be built after the completion of the current auto-line in Penang"  
[X Link](https://x.com/doh_in/status/1851252915027263586)  2024-10-29T13:21Z [---] followers, [---] engagements


"$ENVX Lets listen to Q&A of this Q3 ER concerning ENVX silicon battery and Qualcomm Snapdragon. Mark Shooter (William Blair) seems to be now convinced of the partnership between ENVX and QCOM joining Colin Rusch (Oppenheimer) who asked similar questions during the last Q2 ER"  
[X Link](https://x.com/doh_in/status/1851653678887014536)  2024-10-30T15:53Z [---] followers, [----] engagements


"Mark: Silicon has a lower reduction potential and so a lower voltage profile. I am wondering if customers have brought this up. Are your customers open to modifying the power management in the electronics"  
[X Link](https://x.com/doh_in/status/1851653803181023601)  2024-10-30T15:54Z [---] followers, [---] engagements


"Raj: Yes we've had a lot of conversations with them and it's an area where we work very closely with them. For example Qualcomm makes process and PMICs and we work with the customers and Qualcomm. So I think people have realized now silicon is going to be in the smartphone"  
[X Link](https://x.com/doh_in/status/1851654290454310937)  2024-10-30T15:55Z [---] followers, [---] engagements


"$ENVX Q3 ER [--] October [--] After-Hours Volume: 3.3million After-Hours High: $14.14"  
[X Link](https://x.com/doh_in/status/1851674657818280040)  2024-10-30T17:16Z [---] followers, [---] engagements


"$ENVX I suspect this unexpected dilution is related to the major change of the agreement with YBS. Please see the following. @RocketPenguin75 @KGhazzagh Check out Note [--] on page [--] of the 10Q filed today. Enovix now paying for 100% of the Gen2 Line1 equipment instead of YBS as I read it @RocketPenguin75 @KGhazzagh Check out Note [--] on page [--] of the 10Q filed today. Enovix now paying for 100% of the Gen2 Line1 equipment instead of YBS as I read it"  
[X Link](https://x.com/doh_in/status/1851831031768473620)  2024-10-31T03:38Z [---] followers, [----] engagements


"$ENVX Fellow investors I think I have a definite answer to this unexpected dilution. It is due to the major change of the agreement with YBS. Please check out Page [--] of the 10Q filed today"  
[X Link](https://x.com/anyuser/status/1851858138858971289)  2024-10-31T05:26Z [---] followers, [----] engagements


"#6 YBS may have been one of Zone 3A equipment-makers who supplied subpar machinery contributing to the delay. Thus Raj and Ajay might want to switch to other precision-machine makers"  
[X Link](https://x.com/doh_in/status/1851861592234954842)  2024-10-31T05:39Z [---] followers, [----] engagements


"$ENVX Not only new buyers but also short-sellers may be shocked to hear todays news of public offering. Yesterday short-sellers were desperate to avert catastrophic squeeze while discharging a huge amount of stocks. Hopefully they have limited positions remaining to sell today"  
[X Link](https://x.com/doh_in/status/1851869497340367244)  2024-10-31T06:11Z [---] followers, [---] engagements


"@chinhinl @AlderLaneEggs Not only investors but also short-sellers may be shocked to hear todays news of public offering. Yesterday short-sellers were desperate to avert catastrophic squeeze while discharging a huge amount of stocks. Hopefully they have limited positions remaining to sell today"  
[X Link](https://x.com/doh_in/status/1851882497573077133)  2024-10-31T07:02Z [---] followers, [--] engagements


"@rabbitHoleGoe I'm also frustrated but Raj and Farhan may have been forced to announce the public offering early due to a leak of confidential information. They might have originally planned to wait until after the SAT of the auto-line is completed"  
[X Link](https://x.com/doh_in/status/1851925267033526432)  2024-10-31T09:52Z [---] followers, [---] engagements


"@Achilles_Invest I'm also frustrated but Raj and Farhan may have been forced to announce the public offering earlier due to a leak of confidential information. They might have originally planned to wait until after the SAT of the auto-line is completed"  
[X Link](https://x.com/doh_in/status/1851936479985177033)  2024-10-31T10:37Z [---] followers, [---] engagements


"@chinhinl @AlderLaneEggs $8090million is too large a sum to raise through the ATM. I think Raj and Farhan may have been forced to announce the public offering earlier due to a leak of confidential information. They might have originally planned to wait until after the SAT of the auto-line is completed"  
[X Link](https://x.com/doh_in/status/1851936885712838951)  2024-10-31T10:38Z [---] followers, [--] engagements


"@RocketPenguin75 @ladiesonfilm I think Raj and Farhan may have been forced to announce the public offering earlier due to a leak of confidential information. They might have originally planned to wait until after the SAT of the auto-line is completed"  
[X Link](https://x.com/doh_in/status/1851937982728802430)  2024-10-31T10:43Z [---] followers, [---] engagements


"$ENVX It's frustrating to see that at least [--] Institutional Investors including Cantor (Derek Soderberg) Cabot Capital and Janney (Sean Milligan) knew about the imminent $100 million public offering before publicly announced while most retail investors were completely ignorant"  
[X Link](https://x.com/anyuser/status/1851963939221049740)  2024-10-31T12:26Z [---] followers, [----] engagements


"@CheChenLee1 @rabbitHoleGoe Thanks Lee. I also thought it strange for YBS to fund a majority of the CapEx and to have no right over the products"  
[X Link](https://x.com/doh_in/status/1851992733814243602)  2024-10-31T14:20Z [---] followers, [--] engagements


"@RogerSlack @steveWest355815 @ALF39352916 @AlderLaneEggs I also want to highlight this clause: YBS shall manufacture products specified in purchase orders and under our direction. This clause combined with other evidence leads me to believe that YBS might be one the suppliers to Zone 3A"  
[X Link](https://x.com/doh_in/status/1852213911136931939)  2024-11-01T04:59Z [---] followers, [--] engagements


"$ENVX Fellow supporters selling shares under $10 could be playing into the hands of short-sellers or presenting gifts to the Institutions"  
[X Link](https://x.com/doh_in/status/1852228027008323787)  2024-11-01T05:55Z [---] followers, [---] engagements


"@yayankee #1 It is frustrating but Farhan might be forced to announce the public offering earlier due to a leak of confidential information by someone who is not happy with Cantor Fitzgeralds agency or with the amended contract between ENVX and YBS"  
[X Link](https://x.com/doh_in/status/1852273138333356232)  2024-11-01T08:55Z [---] followers, [---] engagements


"$ENVX I am sorry to see many investors might not be familiar with YBS International a company specializing in high-precision tools. They're a key equipment supplier to the auto line probably its Zone 3A. You can learn more about them here: https://www.ybsinternational.com/index.html https://www.ybsinternational.com/index.html"  
[X Link](https://x.com/doh_in/status/1852294202950131881)  2024-11-01T10:18Z [---] followers, [---] engagements


"$ENVX Those who have any concerns about the Yield Target of 95%+ please compare Loop Capitals prediction a year ago and Ajays actual achievement of the Yields now. Ajay keeps the timeline just like clockwork. Thats a strong indication theyve got a premium product. But is it manufacturable We were given some confidence on that front as well. COO Ajay indicating yields on agility line are now near 80% which if you recall from a Loop capital note back in fall of [--] thats a https://t.co/Ah8VgwIEEr Thats a strong indication theyve got a premium product. But is it manufacturable We were given some"  
[X Link](https://x.com/doh_in/status/1852928382566387894)  2024-11-03T04:18Z [---] followers, [----] engagements


"$ENVX Silicon anodes are winning the race to power EVS. https://www.cnbc.com/2024/11/05/silicon-anodes-are-ahead-of-solid-state-batteries-in-race-to-power-evs.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2024/11/05/silicon-anodes-are-ahead-of-solid-state-batteries-in-race-to-power-evs.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"  
[X Link](https://x.com/doh_in/status/1853783301389180991)  2024-11-05T12:55Z [---] followers, [---] engagements


"$ENVX Raj explained the purpose of the equity offering: To fund additional HVM lines. This is ENVX's first official response: Enovix Completes $100 Million Equity Offering 👉 https://t.co/5XSjLpHexq Enovix Completes $100 Million Equity Offering 👉 https://t.co/5XSjLpHexq"  
[X Link](https://x.com/doh_in/status/1853802704835051888)  2024-11-05T14:13Z [---] followers, [----] engagements


"@EnovixBatteries $ENVX A Shakespearean message to angry investors: How poor are they that have not patience. Othello"  
[X Link](https://x.com/doh_in/status/1853810215495557186)  2024-11-05T14:42Z [---] followers, [----] engagements


"@YouGotHozed Do you see ENVX's equity offering significantly increases its cash position for [----] The company now projects a year-end cash balance of $245 million up from the original estimate of $150 million"  
[X Link](https://x.com/doh_in/status/1854061044546830782)  2024-11-06T07:19Z [---] followers, [---] engagements


"$ENVX Anticipating tomorrows conference lets review Colin Ruschs Q3 report. Please pay particular attention to his insights: (1) EX-2M will "reduce non-active material in the cells and (2) the silicon anode has advantages in gassing for batteries stored at high temperature. $ENVX Oppenheimer 👇 https://t.co/wlEtEtb7ZA $ENVX Oppenheimer 👇 https://t.co/wlEtEtb7ZA"  
[X Link](https://x.com/doh_in/status/1855590993560752547)  2024-11-10T12:39Z [---] followers, [----] engagements


"Do you understand what Colin means I think Colin has the best knowledge of ENVX silicon battery among all street analysts. He was also the first to allude to the potential partnership between ENVX and Qualcomm during Q2 [----] Conference Call"  
[X Link](https://x.com/doh_in/status/1855593868235842002)  2024-11-10T12:50Z [---] followers, [---] engagements


"$ENVX The use of silicon as an anode material will position ENVX as a clear winner in trade tensions between US and China. While graphite is a critical component in other batteries it is important to consider that China plays a dominant role in the global graphite supply chain"  
[X Link](https://x.com/doh_in/status/1855950223451000879)  2024-11-11T12:26Z [---] followers, [---] engagements


"$ENVX I want to focus on Raj's confidence in yields. He highlights the rapid improvement: "We've achieved 80% yields in a short time and I'm confident we can reach 90% based on my experience. I've seen many times the improvement of yields from [--] to [--] % in the chip industries." Fireside Chat with Enovix CEO Dr. Raj Talluri Hosted by Oppenheimer & Co. Inc. Watch the replay here 👉 https://t.co/M1h5fVnhQp Fireside Chat with Enovix CEO Dr. Raj Talluri Hosted by Oppenheimer & Co. Inc. Watch the replay here 👉 https://t.co/M1h5fVnhQp"  
[X Link](https://x.com/doh_in/status/1856212811439059071)  2024-11-12T05:49Z [---] followers, [----] engagements


"@rabbitHoleGoe Yep Samsung and Qualcomm are particularly highlighted by Raj while explaining the benefits of silicon batteries and ENVX's relationships with potential customers"  
[X Link](https://x.com/doh_in/status/1856272762509140257)  2024-11-12T09:48Z [---] followers, [---] engagements


"@RocketPenguin75 @FifthAce3 @rabbitHoleGoe Collin Rusch (Oppenheimer) and Mark Shooter (William Blair) are two street analysts who appear to be convinced in the ENVX-Qualcomm partnership"  
[X Link](https://x.com/doh_in/status/1856274905991655833)  2024-11-12T09:56Z [---] followers, [---] engagements


"$ENVX Raj emphasizes "Customer demands are not gradual and linear but abrupt and sudden. To capitalize on these opportunities and meet the explosive demand we should be strategically positioning ourselves to raise capital." https://ir.enovix.com/events/event-details/oppenheimer-fireside-chat-enovix-ceo-dr-raj-talluri https://ir.enovix.com/events/event-details/oppenheimer-fireside-chat-enovix-ceo-dr-raj-talluri"  
[X Link](https://x.com/doh_in/status/1856287719220994242)  2024-11-12T10:47Z [---] followers, [----] engagements


"$ENVX I have never seen any prior explanations or announcements of equity or convertible offerings. I've followed such start-ups as $QS and $AMPX for about two years but they've always done it as abruptly as ENVX did recently. Is it a routine practice in the capital market"  
[X Link](https://x.com/doh_in/status/1856292953406492887)  2024-11-12T11:08Z [---] followers, [----] engagements


"@WoodTwcapital01 I was also frustrated but I've never seen any prior explanations of equity or convertible offerings. I've followed such start-ups as $QS and $AMPX for about two years but they've always done it as abruptly as ENVX did. Is it a routine practice in the capital market"  
[X Link](https://x.com/doh_in/status/1856355519860224275)  2024-11-12T15:17Z [---] followers, [---] engagements


"@eenLien @2percentisfair I am pleased to see Raj and Farhan exude more confidence than ever before on the successful ramp"  
[X Link](https://x.com/doh_in/status/1856575549638095021)  2024-11-13T05:51Z [---] followers, [--] engagements


"$ENVX Have a listen to what Raj said when he was leading the Snapdragon Project at Qualcomm. Around the 1:00 timestamp he mentions the Snapdragon's Power Management a topic that might lead him to become the CEO of ENVX. https://www.youtube.com/watchv=JgPu1lrAjhU https://www.youtube.com/watchv=JgPu1lrAjhU"  
[X Link](https://x.com/anyuser/status/1856610684395761941)  2024-11-13T08:10Z [---] followers, [----] engagements


"$ENVX I think this video clip really drives home the upcoming partnership between ENVX and Qualcomm"  
[X Link](https://x.com/doh_in/status/1856614859095584823)  2024-11-13T08:27Z [---] followers, [---] engagements


"$ENVX Regardless of whether it's silicon oxide or silicon carbide ENVX 3D architecture is essential for swelling control. I invite skeptics and short-sellers to read this: https://www.pnnl.gov/science/highlights/highlight.aspid=1135 https://www.pnnl.gov/science/highlights/highlight.aspid=1135"  
[X Link](https://x.com/doh_in/status/1856620086712508896)  2024-11-13T08:48Z [---] followers, [----] engagements


"@BrianOkin @mcinnes_danny I'm also frustrated but I've never seen any prior explanation or announcement of equity or convertible offerings. I've followed such start-ups as $QS and $AMPX for about two years but they've always done it as abruptly as ENVX did. Is it a routine practice in capital markets"  
[X Link](https://x.com/doh_in/status/1856633419146678735)  2024-11-13T09:41Z [---] followers, [---] engagements


"$ENVX #1 To better understand the short-sellers I recommend fellow supporters especially newcomers to read T. J. Rodgers' Internal Correspondence of 7/23/2023. https://ir.enovix.com/static-files/a437bb2d-0068-402e-b528-4ebfd8443005 https://ir.enovix.com/static-files/a437bb2d-0068-402e-b528-4ebfd8443005"  
[X Link](https://x.com/doh_in/status/1857020028572303636)  2024-11-14T11:17Z [---] followers, [---] engagements


"$ENVX Farhan Ahmad expresses his strong conviction that ENVX will become the leader of silicon batteries"  
[X Link](https://x.com/anyuser/status/1857267376737374674)  2024-11-15T03:40Z [---] followers, [----] engagements


"$ENVX With the HVM line nearing completion it seems that ENVX silicon batteries are gaining traction not only with smartphone makers but also with EV makers. Mercedes is building an EV with a silicon anode battery. Is it $ENVX https://t.co/L2IHVDn7yL Mercedes is building an EV with a silicon anode battery. Is it $ENVX https://t.co/L2IHVDn7yL"  
[X Link](https://x.com/doh_in/status/1858362141939802143)  2024-11-18T04:10Z [---] followers, [----] engagements


"Silicon anodes are winning the race to power EVs. https://www.cnbc.com/2024/11/05/silicon-anodes-are-ahead-of-solid-state-batteries-in-race-to-power-evs.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2024/11/05/silicon-anodes-are-ahead-of-solid-state-batteries-in-race-to-power-evs.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"  
[X Link](https://x.com/doh_in/status/1858367098873069957)  2024-11-18T04:30Z [---] followers, [---] engagements


"CNBC does not mention $ENVX in the news article but we know that Group [--] is a key partner of ENVX. https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:e4f26e66-78a9-4629-98b1-1a4be61264a8 https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:e4f26e66-78a9-4629-98b1-1a4be61264a8"  
[X Link](https://x.com/doh_in/status/1858367902635982867)  2024-11-18T04:33Z [---] followers, [----] engagements


"@FreedFish52 @MichelNantel It reminds me of AST Spacemobile which fell below $2 in May this year"  
[X Link](https://x.com/doh_in/status/1858826700920131833)  2024-11-19T10:56Z [---] followers, [---] engagements


"$ENVX $CSLR $ENPH T J Rodgers on Passion Energy and Entrepreneurship in conversation with Geroge Gianarikas (Canaccord Genuity): https://www.buzzsprout.com/2414939/episodes/16129155 https://www.buzzsprout.com/2414939/episodes/16129155"  
[X Link](https://x.com/doh_in/status/1859902013808795996)  2024-11-22T10:09Z [---] followers, [----] engagements


"$ENVX For insights on Yield Improvement I recommend watching Raj's Fireside Chat with Colin Rusch (Oppenheimer) on November 11th (at timestamp 9:20 onward). https://ir.enovix.com/events/event-details/oppenheimer-fireside-chat-enovix-ceo-dr-raj-talluri https://ir.enovix.com/events/event-details/oppenheimer-fireside-chat-enovix-ceo-dr-raj-talluri"  
[X Link](https://x.com/doh_in/status/1860611126553432454)  2024-11-24T09:07Z [---] followers, [---] engagements


"$ENVX Dr. Yans move has suddenly positioned Apple as a potential ENVX customer. I hadnt foreseen Apples interest develop so rapidly. $ENVX $AAPL This tastes like more. 😍 https://t.co/QFwaFOjFCA $ENVX $AAPL This tastes like more. 😍 https://t.co/QFwaFOjFCA"  
[X Link](https://x.com/anyuser/status/1861406107035672724)  2024-11-26T13:46Z [---] followers, [----] engagements


"@seantoh Thank you but as many $ENVX supporters believe it is $APPL that The Tier [--] US Smartphone Customer indicates"  
[X Link](https://x.com/doh_in/status/1863032117619548199)  2024-12-01T01:27Z [---] followers, [---] engagements


"@FreedFish52 Furthermore Dr. Yans move has definitely positioned $APPL as a potential ENVX customer. As many $ENVX supporters believe it is Apple that the phrase Tier [--] US Smartphone Customer indicates. If Tier [--] US Smartphone Customer does not refer to Apple what else could it mean"  
[X Link](https://x.com/doh_in/status/1863037511817441661)  2024-12-01T01:48Z [---] followers, [---] engagements


"@seantoh (as most of us may know) The pack manufacturer of Samsung SDI battery cells is Elentec a South Korean company with which $ENVX recently partnered"  
[X Link](https://x.com/doh_in/status/1863066310437159215)  2024-12-01T03:43Z [---] followers, [---] engagements


"$ENVX Along with $ENVX $AMPX has also surged over 20% in a couple of days. It seems that significant developments are brewing in the Silicon Battery sector. I remember Elon Musk once said that silicon batteries will be the promising future to power EVs. https://bluecurrent.com/news/the-case-for-silicon-in-a-fully-dry-elastic-composite-battery-system-jumping-into-the-future-of-battery-technology/#::text=Si%20is%20the%20second%20mostwhen%20cycled%20using%20liquid%20electrolytes"  
[X Link](https://x.com/doh_in/status/1863890984784015397)  2024-12-03T10:20Z [---] followers, [----] engagements


"I am very curious about what Elon Musk and Donald Trump have discussed behind the scenes about the US battery industry in order to compete with Chinese battery industry"  
[X Link](https://x.com/doh_in/status/1863891501341921741)  2024-12-03T10:22Z [---] followers, [---] engagements


"@eenLien $ENVX One of the interesting openings above is that ENVX seeks applicants with experience in military industries and graduates from military academies suggesting that Enovix Korea aims to expand its military market"  
[X Link](https://x.com/doh_in/status/1864692481247596762)  2024-12-05T15:25Z [---] followers, [----] engagements


"@eenLien $ENVX Massive openings for two-digit applicants in each sector It seems to me that Enovix Korea is planning a significant expansion of its manufacturing capacity"  
[X Link](https://x.com/doh_in/status/1864696035085631563)  2024-12-05T15:39Z [---] followers, [----] engagements


"$ENVX Today KOSES announced an important notification extending its contract with ENVX until April [--] [----]. The original contract signed on March [--] [----] was set to expire on December [--] [----]. The contract is valued at $18500000. (sorry I can't find an English version.)"  
[X Link](https://x.com/anyuser/status/1866797591561900352)  2024-12-11T10:50Z [---] followers, 11.6K engagements


"$ENVX On November [--] [----] KOSES issued another key announcement regarding the completion of its contract with ENVX. The contract signed on November [--] [----] was worth $13850000. (sorry I can't find an English version"  
[X Link](https://x.com/doh_in/status/1866797762509148451)  2024-12-11T10:50Z [---] followers, [----] engagements


"$ENVX As you may know KOSES is a key supplier of Zone [--] equipment specializing in laser cutting and stacking one of the most crucial manufacturing processes of ENVX 3D batteries"  
[X Link](https://x.com/doh_in/status/1866798969755783614)  2024-12-11T10:55Z [---] followers, [----] engagements


"$ENVX I suspect that laser cutting and stacking machines have the longest manufacturing lead time. Therefore KOSES's notifications above suggest that ENVX has already purchased Zone [--] machines for at least [--] auto-lines"  
[X Link](https://x.com/anyuser/status/1866807548151832707)  2024-12-11T11:29Z [---] followers, [----] engagements


"$ENVX Curiously a few weeks after Ajay announced Agility Lines yield improvement to near 80% in 3Q [--] ER KOSES announced the completion of its contract with ENVX. Is this a mere coincidence or is there a deeper connection between the yield improvement and KOSES-ENVX contract"  
[X Link](https://x.com/doh_in/status/1866832507993465210)  2024-12-11T13:08Z [---] followers, [----] engagements


"$ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and has expired on [--] November [----]. The contract was valued at $13850000"  
[X Link](https://x.com/anyuser/status/1867161973303255094)  2024-12-12T10:57Z [---] followers, [----] engagements


"$ENVX (2) The second contract was signed on [--] March [----] and was set to expired on [--] December [----] but has been extended to expire on [--] April [----]. The contract is valued at $18500000"  
[X Link](https://x.com/doh_in/status/1867162197996241023)  2024-12-12T10:58Z [---] followers, [---] engagements


"$ENVX (3) The third contract was signed on [--] April [----] and has expired on [--] September [----]. The contract was valued at $14680000"  
[X Link](https://x.com/doh_in/status/1867162441446310220)  2024-12-12T10:59Z [---] followers, [---] engagements


"Is anyone out there who can help me I am curious about the implications of the [--] contracts above in terms of: (1) $ENVX's expansion of HVM lines (2) $ENVX's improvement of yields (3) Other potential impacts that I may not be aware of"  
[X Link](https://x.com/doh_in/status/1867166381940289639)  2024-12-12T11:15Z [---] followers, [---] engagements


"$ENVX I apologize for the Korean versions as I couldn't find English ones. If you'd like translations of specific contract details please let me know"  
[X Link](https://x.com/doh_in/status/1867166632898187447)  2024-12-12T11:16Z [---] followers, [---] engagements


"@CFiedle24879045 $ENVX Due to potential intellectual property theft the specific manufacturers of each machine for each zone are kept strictly confidential. I learned that KOSES manufactures laser cutting and stacking machines when they publicly disclosed the contracts"  
[X Link](https://x.com/doh_in/status/1867209219046568274)  2024-12-12T14:05Z [---] followers, [---] engagements


"@CFiedle24879045 $ENVX When ENVX and KOSES enter into a purchase order agreement KOSES cannot publicly announce it due to confidentiality. This restriction is typically lifted only when the agreement expires or is extended as in the case of a second contract"  
[X Link](https://x.com/doh_in/status/1867210230918234530)  2024-12-12T14:09Z [---] followers, [---] engagements


"@CFiedle24879045 $ENVX I suspect multiple agreements are in place but the exact number of purchase orders is unknown due to confidentiality constraints"  
[X Link](https://x.com/doh_in/status/1867210396249243861)  2024-12-12T14:10Z [---] followers, [---] engagements


"@mcinnes_danny @fourier_f @daquinn20 @RocketPenguin75 $ENVX #1. I have a similar opinion. Ajay might have thought that only the Zone [--] equipment would cause problems and he might have been disappointed with the poor quality of Zone 3A equipment. However I believe he has now addressed the Zone 3A issue"  
[X Link](https://x.com/doh_in/status/1867923120105087005)  2024-12-14T13:22Z [---] followers, [---] engagements


"@mcinnes_danny @fourier_f @daquinn20 @RocketPenguin75 $ENVX #2. As for Zone [--] KOSES recently released public notifications which suggest the SAT of the HVM line is imminent. Given these developments I expect that Farhan will pursue public offerings at least twice next year to fund the construction of multiple HVM lines"  
[X Link](https://x.com/doh_in/status/1867923611794935844)  2024-12-14T13:24Z [---] followers, [---] engagements


"@RocketPenguin75 $ENVX Those of you who bought under $8 are the true winners including myself"  
[X Link](https://x.com/doh_in/status/1868737986072133862)  2024-12-16T19:20Z [---] followers, [---] engagements


"@mcinnes_danny $ENVX I still suspect last month's secondary offering was inadvertently leaked to short-sellers forcing Farhan to announce it abruptly ahead of the schedule. T. J. Rodger's phrase playing their cards too close to the vest might hint at this leak"  
[X Link](https://x.com/doh_in/status/1868969139894992952)  2024-12-17T10:39Z [---] followers, [---] engagements


"@mcinnes_danny Hi Danny I share your frustration and I agree that not only Farhan but also Raj and Ajay are deliberately unclear about various glitches. But it is certain that Fab [--] in Penang is steadily approaching 90%+ yields and the R&D line in Fremont is nearing EX-2M sampling"  
[X Link](https://x.com/doh_in/status/1869032188530118889)  2024-12-17T14:49Z [---] followers, [---] engagements


"@mcinnes_danny @JeffSommer28519 #1 I do not want to excuse the C-suites evasiveness regarding various glitches but I think their lack of clarity is partly due to concerns about intellectual property theft. $ENVX holds lots of valuable IPs including unique 3D battery technologies and manufacturing processes"  
[X Link](https://x.com/doh_in/status/1869276405038772327)  2024-12-18T06:59Z [---] followers, [---] engagements


"@mcinnes_danny @JeffSommer28519 $ENVX #2 Although we are just lay investors we know too much about these. For instance we know KOSES supplies laser cutting and stacking machines for Zone [--]. The high level of details could potentially lead to IP theft"  
[X Link](https://x.com/doh_in/status/1869276762913566889)  2024-12-18T07:01Z [---] followers, [---] engagements


"$ENVX #1 KOSES is a key supplier to ENVX particularly for laser cutting and stacking processes in Fab [--]. Given this we should carefully consider the three recent notifications from KOSES. $ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and has expired on [--] November [----]. The contract was valued at $13850000. https://t.co/gAlhx8KLCq $ENVX has so far placed at least [--] purchase orders of laser cutting and stacking machines on KOSES. (1) The first contract was signed on [--] November [----] and"  
[X Link](https://x.com/anyuser/status/1869747679435334067)  2024-12-19T14:12Z [---] followers, [----] engagements


"#2 Based on my analysis several observations can be made. Although the US Dollar has weakened against the Korean Won recent contracts are significantly more valuable than earlier ones"  
[X Link](https://x.com/doh_in/status/1869747917726355534)  2024-12-19T14:13Z [---] followers, [---] engagements


"#3 (i.e. the first contract was valued at $13850000 when the exchange rate was 1USD = [----] Korean Won while the third contract was valued at $18500000 when the exchange rate was 1USD = [----] Korean Won) This increase can be attributed to two potential factors:"  
[X Link](https://x.com/doh_in/status/1869748013738217762)  2024-12-19T14:13Z [---] followers, [---] engagements


"#4 (1) Improved Machine Efficiency: KOSES may have upgraded its laser cutting and stacking machines from a capacity of [----] UPH to [----] UPH. (2) Expanded Service Area: KOSES might have extended its service coverage from Zone [--] to certain areas within Zone 3"  
[X Link](https://x.com/doh_in/status/1869748289425526799)  2024-12-19T14:15Z [---] followers, [----] engagements


"#5 It's important to note that manufacturing lead times for KOSES equipment typically exceed two years. This has several implications:"  
[X Link](https://x.com/doh_in/status/1869748456904089797)  2024-12-19T14:15Z [---] followers, [---] engagements


"#6. (1) Long Lead Times for Critical Equipment: Laser cutting and stacking machines are likely to have the longest lead times among the various components"  
[X Link](https://x.com/doh_in/status/1869748767060365319)  2024-12-19T14:16Z [---] followers, [---] engagements


"@fourier_f $ENVX #1. An interesting point regarding the three contracts is that Ajay claimed a 40% reduction in CaPex for future HVM lines while KOSES's subsequent contract value has increased significantly"  
[X Link](https://x.com/doh_in/status/1869774030687117488)  2024-12-19T15:57Z [---] followers, [---] engagements


"@fourier_f $ENVX #2. This suggests that KOSES may have significantly improved machine efficiency (e.g. from [----] UPH to [----] UPH) or expanded its service coverage to include Zone 3"  
[X Link](https://x.com/doh_in/status/1869774187805708453)  2024-12-19T15:57Z [---] followers, [---] engagements


"$ENVX #1. I believe KOSES's increased involvement in Fab [--] might be linked to the reduced role of YBS. #4 (1) Improved Machine Efficiency: KOSES may have upgraded its laser cutting and stacking machines from a capacity of [----] UPH to [----] UPH. (2) Expanded Service Area: KOSES might have extended its service coverage from Zone [--] to certain areas within Zone [--]. #4 (1) Improved Machine Efficiency: KOSES may have upgraded its laser cutting and stacking machines from a capacity of [----] UPH to [----] UPH. (2) Expanded Service Area: KOSES might have extended its service coverage from Zone [--] to certain"  
[X Link](https://x.com/doh_in/status/1869961757391007814)  2024-12-20T04:23Z [---] followers, [---] engagements


"$ENVX #2. My belief is supported by ENVXs recent contract amendment with YBS which now stipulates that YBS shall manufacture products specified in purchase orders and under our direction and supervision"  
[X Link](https://x.com/doh_in/status/1869962390273679758)  2024-12-20T04:25Z [---] followers, [---] engagements


"$ENVX Regarding Energy Density I want to reiterate one of the best designations for each innovation by Mr. Foldnow@Foldnow1984. EX-1M: Technology Validation EX-2M: Disruptive EX-3M: Revolutionary $ENVX https://t.co/R01WaKYobh [--]. EX-2M samples are out from FAB2 ✅ [--]. Purchase order received ✅ [--]. Completion of Site Acceptance Testing (SAT) on the High-Volume Manufacturing Line (HVM) ✅ Just execution them to perfection. $ENVX https://t.co/R01WaKYobh [--]. EX-2M samples are out from FAB2 ✅ [--]. Purchase order received ✅ [--]. Completion of Site Acceptance Testing (SAT) on the High-Volume Manufacturing"  
[X Link](https://x.com/doh_in/status/1870103768840450363)  2024-12-20T13:47Z [---] followers, [----] engagements


"@eenLien I think Americans may not fully understand migraines. While in England for my postgraduate studies several years I experienced frequent migraines. I found regular afternoon runs helped alleviate them. I believe frequent inclement weather in NW Europe contributed to my migraines"  
[X Link](https://x.com/doh_in/status/1870145967556808847)  2024-12-20T16:35Z [---] followers, [---] engagements


"@eenLien I returned to South Korea but I cannot help running almost every day"  
[X Link](https://x.com/doh_in/status/1870148202491720020)  2024-12-20T16:44Z [---] followers, [--] engagements


"$ENVX has been meticulously adhering to its timeline since Grand Opening in August. Despite half a year of delay due to Zone 3A I am now confident that Raj and Ajay will continue to execute their promises including HVM Line's SAT 90%+ Yields multiple POs and further Ramp-Ups. $ENVX Announcing the EX-2M samples before year end is a promise kept. But this announcement is much more: [--]. This is a PO for a mobile phone announced (and it's connected to mfg progress milestones "major JDA milestone achievement"). [--]. This is a validation of EX-1M; The PO is $ENVX Announcing the EX-2M samples before"  
[X Link](https://x.com/anyuser/status/1870313178867130696)  2024-12-21T03:39Z [---] followers, [----] engagements


"$ENVX For dismissive comments regarding the purchase order which is not for high volumes but for custom samples I want to emphasize Dont underestimate the production capacity of the agility line. It can produce over [---] UPH which rivals that of industry leaders like Amprius. Enovix Ships first EX-2M Samples to Mobile Phone Customers Check it out 👉 https://t.co/AWOryIEfzx Enovix Ships first EX-2M Samples to Mobile Phone Customers Check it out 👉 https://t.co/AWOryIEfzx"  
[X Link](https://x.com/doh_in/status/1870374418599522471)  2024-12-21T07:43Z [---] followers, [----] engagements

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