[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.] #  @mcinnes_danny Danny McInnes Danny McInnes posts on X about enovix, $envx, $cccx, quantum computing the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3004137239/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3004137239/posts_active)  - X Week XX +38% - X Month XX -XX% - X Months XXX +2.10% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::3004137239/followers)  - X Week XXXXX +1.10% - X Month XXXXX +0.96% - X Months XXXXX +6.70% - X Year XXXXX +17% ### CreatorRank: XXXXXXX [#](/creator/twitter::3004137239/influencer_rank)  ### Social Influence [#](/creator/twitter::3004137239/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [enovix](/topic/enovix) #6, [$envx](/topic/$envx) #6, [$cccx](/topic/$cccx) #20, [quantum computing](/topic/quantum-computing) #39, [$skyt](/topic/$skyt) #1, [$feim](/topic/$feim) #2, [$ionq](/topic/$ionq) 1.32%, [$rgti](/topic/$rgti) 1.32%, [$30m](/topic/$30m) 1.32%, [30m](/topic/30m) XXXX% **Top accounts mentioned or mentioned by** [@doh_in](/creator/undefined) [@eenlien](/creator/undefined) [@stefanpu13](/creator/undefined) [@fourier_f](/creator/undefined) [@train9898](/creator/undefined) [@bullstkpicks](/creator/undefined) [@joceyreyes209](/creator/undefined) [@billnyebiscuit](/creator/undefined) [@bleacherbum23](/creator/undefined) [@maxonation](/creator/undefined) [@bb3nwtv](/creator/undefined) [@joceyreyes209s](/creator/undefined) [@foldnow1984](/creator/undefined) [@chnicholson](/creator/undefined) [@rabbitholegoe](/creator/undefined) [@2percentisfair](/creator/undefined) [@brianokin](/creator/undefined) [@tsnyctsnyc22](/creator/undefined) [@kcchris6](/creator/undefined) [@mastiefel](/creator/undefined) **Top assets mentioned** [Enovix Corporation Common Stock (ENVX)](/topic/enovix) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) ### Top Social Posts [#](/creator/twitter::3004137239/posts) --- Top posts by engagements in the last XX hours "$CCCX $ENVX Not your average SPAC. A quantum computing and quantum sensing company that has better numbers than both $IONQ and $RGTI also arguably better tech than either of them and is currently valued at a small fraction of both even after it's recent (and ongoing) run up. $30M cash burn p.a. is relatively low and supported by generating positive gross margins across sensing and software parts of their business. Interesting comments also about what the CEO sees as the likely first truly commercial application of quantum computing: "someone's going to use this in some kind of photovoltaic" [X Link](https://x.com/mcinnes_danny/status/1977791159238820084) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-13T17:38Z 3263 followers, 5479 engagements "Good question. The piece I read said this: 'this prototype deal confirms Lockheed Martin as the lead industrial partner in bringing the Armys next-generation short-range interceptor to maturity.' And it also said this: 'technology demonstrations in 2024 platform integration by 2025 and developmental testing in 2026 leading toward Low-Rate Initial Production (LRIP) in 2028'" [X Link](https://x.com/mcinnes_danny/status/1979537140318187584) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-18T13:16Z 3263 followers, XX engagements "$ENVX Cool video and food for thought. Enovix's previous CEO Harrold Rust used to trumpet the company's 'made in the USA' approach. One of my core positions $SKYT is in a great strategic position being (as they put it) 'the only US-investor owned pure-play semiconductor and technology foundry'. Somewhat ironically Skywater was born as a spin-out from Cypress Semiconductor's Minnesota fab in 2017. TJ Rodgers ofc being one of the original founders of Cypress. When Fab1 failed TJ declared in January '23 that they needed move to a low labour cost location so Fab2 is now of course in Malaysia. Now" [X Link](https://x.com/mcinnes_danny/status/1980223720162574576) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-20T10:45Z 3263 followers, 3211 engagements "$ENVX Enovix has enjoyed a decent run up over the last few months and there are growing expectations of an order from a smartphone OEM. My own view is that it will come but not until after Q3 reporting. People will rightly say that 'manufacturing is hard' but notwithstanding that Enovix's execution has been abysmal since it went public over four years ago. This has become a 'never ending story'. That needs to change fast. Price drives sentiment but Enovix's recent SP rise has occurred largely because we're in a bull market. Here are the X month and X month SP growth levels for a few other" [X Link](https://x.com/mcinnes_danny/status/1976277952355504426) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-09T13:25Z 3255 followers, 12.7K engagements "@eenLien @rabbitHoleGoe I am not miserable because I have a bunch of other great investments to focus on. The hardest thing about Enovix is that I no longer trust this management team. They cover up obfuscate and keep on raising cash to keep the show on the road" [X Link](https://x.com/mcinnes_danny/status/1976365278423613802) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-09T19:12Z 3254 followers, XXX engagements "@1_1savedbygrace Mute Not at all although there are probably a few who wish I'd f**k off altogether :) If you want to dm me let me know and if I have to change settings that's what I'll do. I did it a while back and got some assholes abusing the opportunity but you're one of the good guys" [X Link](https://x.com/mcinnes_danny/status/1976997478777209023) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-11T13:05Z 3249 followers, XXX engagements "$ENVX It's a funny old world. Several weeks ago I posted about some intel I had on the subject of Enovix's patents and I invited folks to dm me if they wanted to get the background/source info. I only had X guys ask me about the patents and I had to open up dms to all to enable one of them. Cue - lots of dodgy dms :) Not great. These are my settings. If you're not 'verified' but really want to dm me let me know" [X Link](https://x.com/mcinnes_danny/status/1977005644747088200) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-11T13:37Z 3255 followers, 4413 engagements "Even before I turned more negative on Enovix I argued that to be competitively relevant in the smartphone market Enovix would need A LOT of lines. What is true scale in the smartphone battery market when the demand is over 1B units p.a. 'The challenge with breaking into the smartphone battery market is that having great technology is not enough. You also need very large scale to be seriously competitive to be really relevant. Finance guys talk about scale as being when unit production costs flatten out and that will start to happen for Enovix between X and X lines but we're talking about" [X Link](https://x.com/mcinnes_danny/status/1977323629105893778) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-12T10:41Z 3254 followers, XXX engagements "So I'll answer my own question since you've side stepped it :) Eventually it might be 'critical' but not yet. And yes I've asked AI the question as well and there is a possible trajectory that even leaving aside the issue of criticality in a wider market sense looks good for investors. The caution here is that lift off doesn't happen till 2027 and more likely '28" [X Link](https://x.com/mcinnes_danny/status/1977337259704668617) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-12T11:35Z 3254 followers, XXX engagements "@BlackScholesMan Yep and it just so happens that firms I think we both like such as $FEIM and $SKYT are obv undervalued even on current/near term financials and $LPTH even more so but perhaps on 12-24 month projections. So either way these guys will do fine" [X Link](https://x.com/mcinnes_danny/status/1976999022549516415) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-11T13:11Z 3263 followers, XXX engagements "$CCCX I came mainly for the the quantum computing but now realise that at least in the short - medium term the bigger game is quantum sensing. In this excellent half hour podcast (h/t.@pennycheck) one of the big takeaways for me was the potential size of the sensing market ($30B according to McKinsey) and particularly importantly the sense of urgency underpinning it. Following are CEO quotes from the interview. On the 'why go public now' question he says: "it was very clear that there was an inflection point happening in quantum overall. And a lot of it goes back to the logical qubits I" [X Link](https://x.com/mcinnes_danny/status/1977821545398473117) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-13T19:39Z 3263 followers, 2203 engagements "$CCCX $FEIM @pennycheck is all over this area (quantum sensing) at the moment and imo is a must follow if you're interested. Someone asked me the other day about the potential competition between two. I asked Chat GPT this question: Infleqtion is engaged in quantum sensing. Is this competition for Frequency Electronics ($FEIM) i.e. a negative or could it actually be positive Longish answer came back but the summary is: 'Short term: Neutral to modestly positive Infleqtion raises market awareness and funding for precision timing tech. Long term: Potentially competitive if FEIM doesnt evolve" [X Link](https://x.com/mcinnes_danny/status/1980255996887843273) [@mcinnes_danny](/creator/x/mcinnes_danny) 2025-10-20T12:53Z 3263 followers, 1564 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.]
@mcinnes_danny Danny McInnes
Danny McInnes posts on X about enovix, $envx, $cccx, quantum computing the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +38%
- X Month XX -XX%
- X Months XXX +2.10%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +1.10%
- X Month XXXXX +0.96%
- X Months XXXXX +6.70%
- X Year XXXXX +17%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% countries XXXX% finance XXXX%
Social topic influence enovix #6, $envx #6, $cccx #20, quantum computing #39, $skyt #1, $feim #2, $ionq 1.32%, $rgti 1.32%, $30m 1.32%, 30m XXXX%
Top accounts mentioned or mentioned by @doh_in @eenlien @stefanpu13 @fourier_f @train9898 @bullstkpicks @joceyreyes209 @billnyebiscuit @bleacherbum23 @maxonation @bb3nwtv @joceyreyes209s @foldnow1984 @chnicholson @rabbitholegoe @2percentisfair @brianokin @tsnyctsnyc22 @kcchris6 @mastiefel
Top assets mentioned Enovix Corporation Common Stock (ENVX) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) Lockheed Martin Corporation (LMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CCCX $ENVX Not your average SPAC. A quantum computing and quantum sensing company that has better numbers than both $IONQ and $RGTI also arguably better tech than either of them and is currently valued at a small fraction of both even after it's recent (and ongoing) run up. $30M cash burn p.a. is relatively low and supported by generating positive gross margins across sensing and software parts of their business. Interesting comments also about what the CEO sees as the likely first truly commercial application of quantum computing: "someone's going to use this in some kind of photovoltaic"
X Link @mcinnes_danny 2025-10-13T17:38Z 3263 followers, 5479 engagements
"Good question. The piece I read said this: 'this prototype deal confirms Lockheed Martin as the lead industrial partner in bringing the Armys next-generation short-range interceptor to maturity.' And it also said this: 'technology demonstrations in 2024 platform integration by 2025 and developmental testing in 2026 leading toward Low-Rate Initial Production (LRIP) in 2028'"
X Link @mcinnes_danny 2025-10-18T13:16Z 3263 followers, XX engagements
"$ENVX Cool video and food for thought. Enovix's previous CEO Harrold Rust used to trumpet the company's 'made in the USA' approach. One of my core positions $SKYT is in a great strategic position being (as they put it) 'the only US-investor owned pure-play semiconductor and technology foundry'. Somewhat ironically Skywater was born as a spin-out from Cypress Semiconductor's Minnesota fab in 2017. TJ Rodgers ofc being one of the original founders of Cypress. When Fab1 failed TJ declared in January '23 that they needed move to a low labour cost location so Fab2 is now of course in Malaysia. Now"
X Link @mcinnes_danny 2025-10-20T10:45Z 3263 followers, 3211 engagements
"$ENVX Enovix has enjoyed a decent run up over the last few months and there are growing expectations of an order from a smartphone OEM. My own view is that it will come but not until after Q3 reporting. People will rightly say that 'manufacturing is hard' but notwithstanding that Enovix's execution has been abysmal since it went public over four years ago. This has become a 'never ending story'. That needs to change fast. Price drives sentiment but Enovix's recent SP rise has occurred largely because we're in a bull market. Here are the X month and X month SP growth levels for a few other"
X Link @mcinnes_danny 2025-10-09T13:25Z 3255 followers, 12.7K engagements
"@eenLien @rabbitHoleGoe I am not miserable because I have a bunch of other great investments to focus on. The hardest thing about Enovix is that I no longer trust this management team. They cover up obfuscate and keep on raising cash to keep the show on the road"
X Link @mcinnes_danny 2025-10-09T19:12Z 3254 followers, XXX engagements
"@1_1savedbygrace Mute Not at all although there are probably a few who wish I'd f**k off altogether :) If you want to dm me let me know and if I have to change settings that's what I'll do. I did it a while back and got some assholes abusing the opportunity but you're one of the good guys"
X Link @mcinnes_danny 2025-10-11T13:05Z 3249 followers, XXX engagements
"$ENVX It's a funny old world. Several weeks ago I posted about some intel I had on the subject of Enovix's patents and I invited folks to dm me if they wanted to get the background/source info. I only had X guys ask me about the patents and I had to open up dms to all to enable one of them. Cue - lots of dodgy dms :) Not great. These are my settings. If you're not 'verified' but really want to dm me let me know"
X Link @mcinnes_danny 2025-10-11T13:37Z 3255 followers, 4413 engagements
"Even before I turned more negative on Enovix I argued that to be competitively relevant in the smartphone market Enovix would need A LOT of lines. What is true scale in the smartphone battery market when the demand is over 1B units p.a. 'The challenge with breaking into the smartphone battery market is that having great technology is not enough. You also need very large scale to be seriously competitive to be really relevant. Finance guys talk about scale as being when unit production costs flatten out and that will start to happen for Enovix between X and X lines but we're talking about"
X Link @mcinnes_danny 2025-10-12T10:41Z 3254 followers, XXX engagements
"So I'll answer my own question since you've side stepped it :) Eventually it might be 'critical' but not yet. And yes I've asked AI the question as well and there is a possible trajectory that even leaving aside the issue of criticality in a wider market sense looks good for investors. The caution here is that lift off doesn't happen till 2027 and more likely '28"
X Link @mcinnes_danny 2025-10-12T11:35Z 3254 followers, XXX engagements
"@BlackScholesMan Yep and it just so happens that firms I think we both like such as $FEIM and $SKYT are obv undervalued even on current/near term financials and $LPTH even more so but perhaps on 12-24 month projections. So either way these guys will do fine"
X Link @mcinnes_danny 2025-10-11T13:11Z 3263 followers, XXX engagements
"$CCCX I came mainly for the the quantum computing but now realise that at least in the short - medium term the bigger game is quantum sensing. In this excellent half hour podcast (h/t.@pennycheck) one of the big takeaways for me was the potential size of the sensing market ($30B according to McKinsey) and particularly importantly the sense of urgency underpinning it. Following are CEO quotes from the interview. On the 'why go public now' question he says: "it was very clear that there was an inflection point happening in quantum overall. And a lot of it goes back to the logical qubits I"
X Link @mcinnes_danny 2025-10-13T19:39Z 3263 followers, 2203 engagements
"$CCCX $FEIM @pennycheck is all over this area (quantum sensing) at the moment and imo is a must follow if you're interested. Someone asked me the other day about the potential competition between two. I asked Chat GPT this question: Infleqtion is engaged in quantum sensing. Is this competition for Frequency Electronics ($FEIM) i.e. a negative or could it actually be positive Longish answer came back but the summary is: 'Short term: Neutral to modestly positive Infleqtion raises market awareness and funding for precision timing tech. Long term: Potentially competitive if FEIM doesnt evolve"
X Link @mcinnes_danny 2025-10-20T12:53Z 3263 followers, 1564 engagements