# ![@spenbaker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1626654154113384448.png) @spenbaker spencer baker

spencer baker posts on X about $envx, enovix, the new, linkedin the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1626654154113384448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:interactions.svg)

- [--] Week [------] -40%
- [--] Month [-------] +7.90%
- [--] Months [-------] +51%
- [--] Year [---------] +58%

### Mentions: [--] [#](/creator/twitter::1626654154113384448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:posts_active.svg)

- [--] Month [---] +8.40%
- [--] Months [---] +31%
- [--] Year [---] +17%

### Followers: [---] [#](/creator/twitter::1626654154113384448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:followers.svg)

- [--] Week [---] +0.68%
- [--] Month [---] +4.30%
- [--] Months [---] +24%
- [--] Year [---] +68%

### CreatorRank: [---------] [#](/creator/twitter::1626654154113384448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1626654154113384448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  91% [technology brands](/list/technology-brands)  22% [finance](/list/finance)  22% [social networks](/list/social-networks)  9% [countries](/list/countries)  8% [events](/list/events)  4% [cryptocurrencies](/list/cryptocurrencies)  3% [financial services](/list/financial-services)  2% [automotive brands](/list/automotive-brands)  2% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$envx](/topic/$envx) #1, [enovix](/topic/enovix) #2, [the new](/topic/the-new) 6%, [linkedin](/topic/linkedin) 6%, [ai](/topic/ai) 5%, [in the](/topic/in-the) 5%, [we are](/topic/we-are) 4%, [meta](/topic/meta) 4%, [stocks](/topic/stocks) 4%, [$qcom](/topic/$qcom) 4%

**Top accounts mentioned or mentioned by**
[@latereaponder](/creator/undefined) [@enovixbatteries](/creator/undefined) [@jackmoynihan16](/creator/undefined) [@help3535](/creator/undefined) [@bullstkpicks](/creator/undefined) [@sukhvinderbird](/creator/undefined) [@stefanpu13](/creator/undefined) [@fourier_f](/creator/undefined) [@stockspotify](/creator/undefined) [@2percentisfair](/creator/undefined) [@ucantenekebey](/creator/undefined) [@bleacherbum23](/creator/undefined) [@alperenmic83107](/creator/undefined) [@buried_shopno](/creator/undefined) [@chechenlee1](/creator/undefined) [@damnang2](/creator/undefined) [@xebitda](/creator/undefined) [@seymour24037540](/creator/undefined) [@topsecretstocks](/creator/undefined) [@stockmktnewz](/creator/undefined)

**Top assets mentioned**
[Enovix Corporation Common Stock (ENVX)](/topic/$envx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Metadium (META)](/topic/$meta) [Snap, Inc. (SNAP)](/topic/$snap) [Born in [--] (19)](/topic/$19) [QuantumScape Corporation (QS)](/topic/$qs) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/$msft) [Snowflake Inc. (SNOW)](/topic/$snow) [Vaulta (A)](/topic/$eos) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$envx are targeting the military battery market and are getting an increasing share of the pie"  
[X Link](https://x.com/spenbaker/status/2021354408416772193)  2026-02-10T22:43Z [---] followers, [----] engagements


"$envx Xiaomi is the only top [--] smartphone OEM headquartered in Beijing. Ergo the second customer who is currently testing AI-1 must be Xiaomi. Envx is recruiting a sales engineer to work mainly on-site at the customers premises in Beijing (rather than in Enovixs Shenzhen office). Envx obviously wants even closer collaboration with this customer to ensure the battery gets qualified. It should also shorten the qualification time. $ENVX The new Technical Sales Engineer will work 'on site' based in Beijing. Xiaomi's headquarters are located in. Yep you guessed it 😀 https://t.co/Op0rkrsHEJ $ENVX"  
[X Link](https://x.com/spenbaker/status/1998376509141103002)  2025-12-09T12:57Z [---] followers, [----] engagements


"@CheChenLee1 Sorry I now cant find the web page in question. I found it on Google; it was someone from YBS saying that because Envx was so important to YBS fortunes they would try to get an Envx person on their board by 1st Jan [----]. I was basically googling YBS Penang and Enovix"  
[X Link](https://x.com/spenbaker/status/1998681918729011394)  2025-12-10T09:11Z [---] followers, [---] engagements


"$envx Raj in India"  
[X Link](https://x.com/spenbaker/status/2003788441872650664)  2025-12-24T11:22Z [---] followers, [----] engagements


"$envx battery to be showcased tomorrow night (Pepcom demo event) The panel discussion on XR Edge might also be relevant being a session exploring how AI is transforming wearable technology"  
[X Link](https://x.com/spenbaker/status/2007866317614047253)  2026-01-04T17:26Z [---] followers, [----] engagements


"$envx New job in Fremont for Technical Program Manager. Requires international travel ofc. This is an exciting time at Enovix We are looking for experienced candidates to help support our [-----] square-feet lithium-ion battery production facility in Penang Malaysia for commercialization of our 3D Silicon Lithium-ion Rechargeable Battery. We are seeking an experiencedTechnical Project Lead (TPL)candidate to lead our product development programs. As a TPL you will work closely with cross-functional teams including product management R&D process development manufacturing engineering procurement &"  
[X Link](https://x.com/spenbaker/status/2009563112920297750)  2026-01-09T09:49Z [---] followers, [----] engagements


"$envx Independent Testing Confirms Enovix AI-1 Achieves [---] Wh/L - Setting a New Benchmark for Smartphone Batteries Read the press release 👉🏼https://t.co/Nnw2tnlE3H https://t.co/JCOpuzIxn0 Independent Testing Confirms Enovix AI-1 Achieves [---] Wh/L - Setting a New Benchmark for Smartphone Batteries Read the press release 👉🏼https://t.co/Nnw2tnlE3H https://t.co/JCOpuzIxn0"  
[X Link](https://x.com/spenbaker/status/2011070089844728073)  2026-01-13T13:37Z [---] followers, [----] engagements


"$envx TL;DR: Odds Enovix is working with Meta: 85%. The evidence is too specific to ignore and it's the leading hypothesis among analysts/investors. - Odds Enovix is working with Google: 45%. Plausible but relies more on speculation; could be the "second" partner if Meta is the lead. - Odds Enovix is working with either Meta or Google: 95%. The chance neither is involved seems low given the MR focus and Silicon Valley ties. It's possible both are (e.g. different programs) pushing this even higher. @spenbaker https://t.co/KaRxBU8awT @spenbaker https://t.co/KaRxBU8awT"  
[X Link](https://x.com/spenbaker/status/2012557192365248781)  2026-01-17T16:06Z [---] followers, [----] engagements


"$envx Interesting post from an XR glasses expert (liked by Enovixs VP of sales). He talks about the glasses becoming available this year. In the comments he says: Regarding the battery this is one of the biggest problems at the moment which is also related to brightness because if the brightness is high then so is the power consumption. Take for example Spectacles from Snap AR. The battery lasts only 30-60 minutes there. Which is a big problem because of this factor and because of the large size of the glasses themselves you will not be able to use them on a permanent basis (which is the goal"  
[X Link](https://x.com/spenbaker/status/2012841878098473343)  2026-01-18T10:57Z [---] followers, [----] engagements


"$envx The XR expert while not being a battery specialist says that silicon batteries are used by many glasses OEMs. So Enovix is likely to gain traction in this market. He touches on the new trend of swappable batteries. These will likely become the norm which means Envx could end up doubling its sales in this market. https://twitter.com/i/web/status/2013229503049248923 https://twitter.com/i/web/status/2013229503049248923"  
[X Link](https://x.com/spenbaker/status/2013229503049248923)  2026-01-19T12:38Z [---] followers, [----] engagements


"$envx Ajay due to retire amid shakeup of AME leadership. Now we know why we didnt see him on the recent calls. His retirement is not a big surprise given his age (late 60s I believe). Raj: We are entering a pivotal year for Enovix. As we prepare to commence mass production of our silicon-anode batteries for smartphones smart eyewear and other IoT markets in Malaysia we are aligning our leadership around proven high-volume battery expertise disciplined execution and rapid scale-up. With KHs track record in Korea Eds world-class manufacturing experience and a strengthened AME team we are"  
[X Link](https://x.com/spenbaker/status/2013615337443315750)  2026-01-20T14:11Z [---] followers, [----] engagements


"$envx Enovix today announced the appointment of Sanghyuck Park as the new Senior Director of Advanced Manufacturing Engineering. His resume on LinkedIn is impressive"  
[X Link](https://x.com/spenbaker/status/2013699860029981050)  2026-01-20T19:47Z [---] followers, [----] engagements


"$envx More positives than negatives https://www.stocktitan.net/news/ENVX/enovix-announces-leadership-transition-to-support-manufacturing-l85wxeqmi0ok.html https://www.stocktitan.net/news/ENVX/enovix-announces-leadership-transition-to-support-manufacturing-l85wxeqmi0ok.html"  
[X Link](https://x.com/spenbaker/status/2013918345049858396)  2026-01-21T10:15Z [---] followers, [----] engagements


"$envx Highlights from last PR: leadership transition in its operations organization. reflects Enovixs focus on proven high-volume battery manufacturing leadership as it moves toward sustained production for smartphone smart eyewear and defense Kihong Park. brings more than two decades of global battery manufacturing quality and operations leadership with deep experience scaling lithium-ion battery production. and delivered consistent year-over-year growth across Enovixs Korea battery business while improving operational rigor and yield performance. This performance supported approximately 38%"  
[X Link](https://x.com/spenbaker/status/2014329558107865323)  2026-01-22T13:29Z [---] followers, [----] engagements


"$envx The shorts and skeptics are out in force trying to spin Ajays retirement into something more sinister. Felon says that its not a retirement and that Ajay is looking for work. Thats demonstrably untrue because: - Ajays LinkedIn page indicates he still works for Enovix and has no Opentowork hastag - the official PR states planned retirement. Management wouldnt lie about this particularly given the possibility of SEC/legal action for misleading investors With the new hires and new operations team Enovix is now in a better position than before. Ignore the doomsayers."  
[X Link](https://x.com/spenbaker/status/2014983787755545069)  2026-01-24T08:49Z [---] followers, [----] engagements


"Not sure about that but the fact is there is no evidence that hes looking for work. This is what Grok says wrt Ajay: Enovix announced on January [--] [----] that COO Ajay Marathe informed the company of his decision to retire effective February [--] [----]. The 8-K filing and press releases express appreciation for his role in Fab2 scaling. No public evidence of firing or job search. The lack of a direct quote from him in announcements is not unusual for retirements. https://twitter.com/i/web/status/2015000885173026886 https://twitter.com/i/web/status/2015000885173026886"  
[X Link](https://x.com/spenbaker/status/2015000885173026886)  2026-01-24T09:57Z [---] followers, [---] engagements


"$envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for 2025"  
[X Link](https://x.com/spenbaker/status/2015785813221511423)  2026-01-26T13:56Z [---] followers, [----] engagements


"$envx Next year looks promising according to Gemini $envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for [----]. https://t.co/QnVsdBQoWC $envx Figure for [----] is based on last PR stating: approximately 38% revenue growth for the company overall in [----] based on our preliminary unaudited financial results for [----]. https://t.co/QnVsdBQoWC"  
[X Link](https://x.com/spenbaker/status/2015788843279028304)  2026-01-26T14:08Z [---] followers, [----] engagements


"He was hired by TJ who knew him. He joined before Raj. His role at AMD where he managed assembly and test operations for millions of units per week demonstrated his capability in large-scale operations which was a key requirement for Enovix's goal of scaling up battery production. Ajay did his job by setting up Fab2 but $envx needs battery production specialists now to get to the next phase. https://twitter.com/i/web/status/2015851798645420048 https://twitter.com/i/web/status/2015851798645420048"  
[X Link](https://x.com/spenbaker/status/2015851798645420048)  2026-01-26T18:18Z [---] followers, [---] engagements


"$envx New job posting for Sales Account Manager North America. Based in Fremont"  
[X Link](https://x.com/spenbaker/status/2017149085707280806)  2026-01-30T08:13Z [---] followers, [----] engagements


"$envx Nice post from Enovixs sales director wrt this job vacancy. Key words: .this is important. We're expanding our team If you or someone you know. wants to take down some big fish with me shoot me a resume. $envx New job posting for Sales Account Manager North America. Based in Fremont https://t.co/9xJyVxdjF0 $envx New job posting for Sales Account Manager North America. Based in Fremont https://t.co/9xJyVxdjF0"  
[X Link](https://x.com/spenbaker/status/2017153390497718703)  2026-01-30T08:30Z [---] followers, [----] engagements


"$envx just recruited a sales operations manager"  
[X Link](https://x.com/spenbaker/status/2017163030358806692)  2026-01-30T09:08Z [---] followers, [----] engagements


"$envx $snap is launching a separate business called Specs for its upcoming AR glasses ahead of the launch of its Specs glasses later this year Snapchat builds a whole company around smart glasses efforts https://9to5google.com/2026/01/28/snapchat-is-building-an-entire-company-around-smart-glasses-efforts/ https://9to5google.com/2026/01/28/snapchat-is-building-an-entire-company-around-smart-glasses-efforts/"  
[X Link](https://x.com/spenbaker/status/2017199703650115692)  2026-01-30T11:34Z [---] followers, [---] engagements


"@stockspotify Disagree. $Envx is holding up better than most other battery stocks this week"  
[X Link](https://x.com/spenbaker/status/2017281023592067376)  2026-01-30T16:57Z [---] followers, [---] engagements


"@stockspotify I disagree with you framing this as peculiar to $envx. Virtually all stocks are in the red"  
[X Link](https://x.com/spenbaker/status/2017367063321256172)  2026-01-30T22:39Z [---] followers, [---] engagements


"$envx Expanding the sales team is definitely a great sign. It is a critical high-impact milestone for a startup marking the transition to a scalable revenue engine. It is significant because it directly influences revenue generation market penetration and the ability to handle increased customer demand without burning out existing staff. Its also a sign that customer demand is there and increasing. An uptick in inquiries inbound requests and new market opportunities requires more staff to manage the volume ensuring no leads go cold. A dedicated team allows for higher volume outreach shorter"  
[X Link](https://x.com/spenbaker/status/2017517092023464102)  2026-01-31T08:35Z [---] followers, [----] engagements


"$envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple"  
[X Link](https://x.com/spenbaker/status/2017582736265846821)  2026-01-31T12:56Z [---] followers, [----] engagements


"@LateReaponder @2percentisfair Agreed. Bullish for $envx and $qcom"  
[X Link](https://x.com/spenbaker/status/2017872975005991017)  2026-02-01T08:09Z [---] followers, [---] engagements


"@LateReaponder @damnang2 @2percentisfair Great write up. $qcom is also going after the robotics market. IMO the future is bright for them"  
[X Link](https://x.com/spenbaker/status/2018037253696586140)  2026-02-01T19:02Z [---] followers, [---] engagements


"$envx New job posted today for an engineer in Hyderabad. This is a very exciting time at Enovix Were looking for an experienced Staff Electrical Systems Engineer to join our awesome and growing team of innovators at our battery research facility An ideal candidate is a highly experienced system design engineer capable of leading and guiding a small agile team of engineers to develop circuits embedded firmware and software used in battery formation and chemistry research. Ideally the candidate should be comfortable leading and coaching team members as well contributing to system architecture"  
[X Link](https://x.com/spenbaker/status/2018395643560313269)  2026-02-02T18:46Z [---] followers, [----] engagements


"$smsd Bought some Samsung to get more exposure to the HBM super-cycle. Plus am hopeful that Samsung does the right thing and strikes a deal with $envx to secure superior batteries for its phones and/or other gadgetry"  
[X Link](https://x.com/spenbaker/status/2018615729558638879)  2026-02-03T09:21Z [---] followers, [----] engagements


"$meta $envx $META has a 73% monopoly of the Smart Glasses TAM. In [----] AI glasses sales grew by over 250%. This industry is growing at a 27.3% CAGR. $META https://t.co/IR9pb7jjvH $META has a 73% monopoly of the Smart Glasses TAM. In [----] AI glasses sales grew by over 250%. This industry is growing at a 27.3% CAGR. $META https://t.co/IR9pb7jjvH"  
[X Link](https://x.com/spenbaker/status/2018637201601597497)  2026-02-03T10:46Z [---] followers, [----] engagements


"#jlp #copper Jubilee Metals Group plc has transformed into a pure-play Zambian copper producer. Its strategy focuses on doubling copper production in [----] positioning it well for the rising global demand for copper. The stock trades materially below its book value and seems very undervalued. #JLP Looking good for a [----] rise. https://t.co/3h3tT4AZ4v https://t.co/vXvKJwSS90 #JLP Looking good for a [----] rise. https://t.co/3h3tT4AZ4v https://t.co/vXvKJwSS90"  
[X Link](https://x.com/spenbaker/status/2018669352115974562)  2026-02-03T12:54Z [---] followers, [---] engagements


"$envx JP Morgan analyst Bill Peterson maintains Enovix with a hold rating and maintains the target price at $10. Bill is the most pessimistic analyst. Out of [--] analysts [--] are hold and [--] are buy. Average PT is $19"  
[X Link](https://x.com/spenbaker/status/2019000707551047937)  2026-02-04T10:50Z [---] followers, [----] engagements


"$envx Another dot pointing to a possible deal in the works with Apple $envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple. https://t.co/tJPrEERtVf $envx New sales operations manager has many good contacts. Check out the recent comments to her post on LinkedIn. Includes Dr Sherwood hardware platform architect (covering XR glasses) at Apple. https://t.co/tJPrEERtVf"  
[X Link](https://x.com/spenbaker/status/2019008348524269995)  2026-02-04T11:21Z [---] followers, [----] engagements


"$envx Fairphones [----] mAh battery is designed to be easily removed and replaced by the user A replacement battery costs [--] This presents an opportunity for @EnovixBatteries to supply replacement batteries for phones like this. AI-1 = [----] mAh https://www.theguardian.com/technology/2026/feb/04/fairphone-6-review-cheaper-repairable-longer-lasting-android https://www.theguardian.com/technology/2026/feb/04/fairphone-6-review-cheaper-repairable-longer-lasting-android"  
[X Link](https://x.com/spenbaker/status/2019014014559207459)  2026-02-04T11:43Z [---] followers, [----] engagements


"$envx This is potentially huge because: by next year smartphones sold in the European Union will be required to have user-replaceable batteries. This new EU legislation mandates that batteries must be removable and replaceable by the end-user without requiring technical expertise or specialized tools aiming to increase sustainability reduce waste and improve repairability. While initially an EU regulation this is expected to have a global impact on smartphone design similar to how the USB-C mandate influenced device ports worldwide. $envx Fairphones [----] mAh battery is designed to be easily"  
[X Link](https://x.com/spenbaker/status/2019015165945995373)  2026-02-04T11:48Z [---] followers, [----] engagements


"Feeling relieved I sold sizable positions a couple of weeks ago. Goes to show that its good to take profits especially just before bearish months like February and September. Just need a positive ec from $envx which is due in about [--] weeks. Presumably the bottom is now in. Its holding up better than others such as $eose and $qs. To guard against the Greenland dispute escalating yesterday I bought $rhm and sold the following to lock in profits: $googl $rklb $msft $hood $snow February is often a bearish month anyway. Looking to buy the dip on the first [--] stocks and: - a drone company such as"  
[X Link](https://x.com/spenbaker/status/2019131631995437123)  2026-02-04T19:31Z [---] followers, [----] engagements


"@Help3535 My tweet was about the past [--] weeks. In that time $envx went from $7.50 to its current [----]. So not too dramatic compared to other similar stocks"  
[X Link](https://x.com/spenbaker/status/2019147758884504048)  2026-02-04T20:35Z [---] followers, [---] engagements


"Wrong. $envx wins on both as its silicon cells are light in weight and they pack a lot of energy in a compact form"  
[X Link](https://x.com/spenbaker/status/2019699138393456824)  2026-02-06T09:06Z [---] followers, [---] engagements


"$envx New job posted for sales account manager in Fremont. Responsibilities: Support and grow a portfolio of customer accounts serving as a day-to-day commercial contact and ensuring timely accurate and professional engagement. Build strong working relationships with customer stakeholders by understanding their operational technical and commercial needs. Coordinate internally to support issue resolution related to quality delivery schedules logistics and ongoing customer requests. Actively support new business development efforts through prospecting lead follow-up and early customer"  
[X Link](https://x.com/spenbaker/status/2019711247655059862)  2026-02-06T09:54Z [---] followers, [---] engagements


"@Bullstkpicks 🤮"  
[X Link](https://x.com/spenbaker/status/2019736205559316909)  2026-02-06T11:33Z [---] followers, [---] engagements


"@Bullstkpicks $Envx is similarly up pm"  
[X Link](https://x.com/spenbaker/status/2019736602336186496)  2026-02-06T11:35Z [---] followers, [---] engagements


"@Bullstkpicks @xEBITDA That was a grizzly short report attacking $eos which should not be confused with $eose. Author was Grizzly Research"  
[X Link](https://x.com/spenbaker/status/2019738277780377941)  2026-02-06T11:41Z [---] followers, [---] engagements


"Seems bullish for $mu and $qcom. Bought some $mu yesterday at $375. Could be last chance to buy under $400. $MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products." Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following NVIDIA's "Vera" CPU which features LPDDR5X memory on the $MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products." Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following"  
[X Link](https://x.com/spenbaker/status/2019743338484658408)  2026-02-06T12:01Z [---] followers, [---] engagements


"$envx Mr Lambrecht an engineer focusing on batteries at L3Harris liked JDs recent post. These two know each other and they had a catch up at last years international battery seminar. L3 is known for making autonomous underwater vehicles. Brings to mind the earnings deck from the last ec which specifically refers to multiple design wins wrt subsea vehicles. Im guessing one of those DWs is with L3Harris. $envx Another rather pithy post from him (engineer whose main job at Enovix is customer engagement). Highly likely we get good news on the ec regarding a drones customer."  
[X Link](https://x.com/spenbaker/status/2019769550644851011)  2026-02-06T13:46Z [---] followers, [----] engagements


"$envx Nice bounce of 12% Hopefully not a dead cat"  
[X Link](https://x.com/spenbaker/status/2019822129156686010)  2026-02-06T17:14Z [---] followers, [----] engagements


"Looks like $envx couldnt have chosen a better Chinese customer EC is due later this month and could include news regarding Honors lifecycle testing. Possibly the call gets pushed back as management wants to announce successful completion of this testing https://www.androidcentral.com/phones/honor-phones/honor-growth-report-2025 https://www.androidcentral.com/phones/honor-phones/honor-growth-report-2025"  
[X Link](https://x.com/spenbaker/status/2020499413261525481)  2026-02-08T14:06Z [---] followers, [----] engagements


"Absolute deadline for $envx to hold ec is [--] March. If this is confirmed as the date then expect good news on the call wrt to Honor"  
[X Link](https://x.com/spenbaker/status/2020500300084498751)  2026-02-08T14:09Z [---] followers, [----] engagements


"@SukhvinderBird Whats the source for that"  
[X Link](https://x.com/spenbaker/status/2020714237543493673)  2026-02-09T04:19Z [---] followers, [--] engagements


"$envx March [--] is the MWC [----] Preview Sunday when companies like Honor typically hold their primary keynotes. Enovix might get an honorable mention Honor's keynote may include snippets regarding their [----] battery roadmap which may name Enovix as a commercial partner for their later [----] flagship models. While there is no official confirmation that Enovix will have its own dedicated booth or independent keynote at MWC they could be a significant presence through their customer Honor. Honor has officially scheduled its primary MWC launch event for [--] March [----] at 13:00 CET at Palau de"  
[X Link](https://x.com/spenbaker/status/2020796623282900995)  2026-02-09T09:47Z [---] followers, [----] engagements


"$envx New job just posted for principal HRIS analyst in Penang. Were looking for a results-oriented and solutions-driven Workday Principal HRIS Analyst to support and enhance our Workday platform with different modules inside Core HCM Recruiting Talent Compensation Advanced comp Time & Absence and Learning. In this role you will serve as internal expert managing and improving Workday functionality with a focus on accuracy security and user experience. You'll partner with stakeholders across the organization to troubleshoot issues drive process improvements maintain data integrity and support"  
[X Link](https://x.com/spenbaker/status/2020798831718223948)  2026-02-09T09:56Z [---] followers, [----] engagements


"A reminder that $Envx is going after the defense market generally not just drones"  
[X Link](https://x.com/spenbaker/status/2020894045724164236)  2026-02-09T16:14Z [---] followers, [----] engagements


"@JackMoynihan16 @stefanpu13 As of early [----] $envx reported a global workforce of [---] full time employees. This is an increase from [---] employees reported at the end of 2024"  
[X Link](https://x.com/spenbaker/status/2020922423051501757)  2026-02-09T18:07Z [---] followers, [----] engagements


"We all agree that comms continues to disappoint. $envx seems to be saving all the news for earnings and we are now in the quiet period. As some famous investor once said the stock market is a device for transferring money from the impatient to the patient. Yes we didnt realize we had to be this patient after Raj posted patience my friend. But Raj recently admitted that things have taken much longer than he expected. We are now in the final furlong wrt getting the first smartphone PO. Just need to hold on for another couple of weeks until we know the score (or at least hear some feedback from"  
[X Link](https://x.com/spenbaker/status/2021523075804614975)  2026-02-11T09:53Z [---] followers, [---] engagements


"$envx has integrated the Solar Edge assets into its Korean operations to support its ramp up. The acquisition was a key driver in Enovix's 38% revenue growth in [----] providing the infrastructure needed to meet rising demand in the defense and industrial sectors. The acquisition is projected to continue improving gross margins throughout [----] as the company ramps up production. Enovix is currently building a manufacturing line at this site to produce its silicon-anode cells locally. While the facility has historically served defense and industrial customers the expansion aims to scale"  
[X Link](https://x.com/spenbaker/status/2021878022240932257)  2026-02-12T09:24Z [---] followers, [---] engagements


"$envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers"  
[X Link](https://x.com/spenbaker/status/2019495051798212794)  2026-02-05T19:35Z [---] followers, [----] engagements


"$envx Insightful post on ST"  
[X Link](https://x.com/spenbaker/status/2019703516588376229)  2026-02-06T09:23Z [---] followers, [----] engagements


"$envx Another rather pithy post from him (engineer whose main job at Enovix is customer engagement). Highly likely we get good news on the ec regarding a drones customer. $envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers. https://t.co/7C53eHrwRY $envx Interesting post from customer application engineer. Reading between the lines: Enovix is making good progress with drone customers. https://t.co/7C53eHrwRY"  
[X Link](https://x.com/spenbaker/status/2019708616136434168)  2026-02-06T09:43Z [---] followers, [----] engagements


"$envx Several major institutions have recently increased their positions in Enovix Notable recent buyers include Deutsche Bank which increased its stake by 258.6% and JPMorgan which reported a 235.6% increase in its holdings. Federated Hermes Inc. also showed substantial accumulation with a 143.5% quarterly increase. See table below. Vanguard continues to hold the largest position increasing its stake (on [--] January) to over [----] million shares. Other notable investors including First Trust Advisors LP and various new entrants like Caitong International Asset Management reported increased or"  
[X Link](https://x.com/spenbaker/status/2022624421031088520)  2026-02-14T10:50Z [---] followers, [----] engagements


"@ucantenekebey How tf am I misleading or pretending when my tweet comprises direct quotes from the PR"  
[X Link](https://x.com/spenbaker/status/2014379179479855159)  2026-01-22T16:46Z [---] followers, [---] engagements


"@Seymour24037540 @ucantenekebey @EnovixBatteries Youre just rehashing ancient short theses: Raj sold some shares $envx is one big fraud built on lies. Such theses are all bs because theres something called SEC and theres lawyers watching too. Desperate stuff which means youre a short fake long or former long"  
[X Link](https://x.com/spenbaker/status/2014622376416194924)  2026-01-23T08:52Z [---] followers, [---] engagements


"@topsecretstocks My money is on $eose and $envx. Latter will also be producing SSBs"  
[X Link](https://x.com/spenbaker/status/2014652650915012971)  2026-01-23T10:53Z [---] followers, [----] engagements


"The 1100bhp Porsche Taycan Turbo GT has stolen another Tesla lap record Top Gear $pah $tsla If Im forced to go electric Im buying the Porsche https://www.topgear.com/car-news/electric/1100bhp-porsche-taycan-turbo-gt-has-stolen-another-tesla-lap-record https://www.topgear.com/car-news/electric/1100bhp-porsche-taycan-turbo-gt-has-stolen-another-tesla-lap-record"  
[X Link](https://x.com/spenbaker/status/1767851110641881453)  2024-03-13T09:52Z [---] followers, [---] engagements


"$envx Apple is delaying the release of AI features. Doubtful that they can release a proper AI phone absent a step change in battery life https://www.ft.com/content/be3f6853-286b-4296-9cef-fd0a9da624f8 https://www.ft.com/content/be3f6853-286b-4296-9cef-fd0a9da624f8"  
[X Link](https://x.com/spenbaker/status/1979833548442943509)  2025-10-19T08:54Z [---] followers, [---] engagements


"$envx Significance of Enchem deal (with help from Grok): Enovix has reportedly secured a supply agreement with Enchem Co. Ltd. a South Korean chemicals company specializing in battery electrolytes and separators. Enchem will supply approximately [----] tons of electrolyte solution to Enovix over a [--] year period. The contract is valued at about $50 million. Deliveries are expected to begin in [----] aligning with Enovix's ramp-up in high-volume production. The deal has not been officially confirmed via a joint press release from either company. However it has been widely reported by multiple South"  
[X Link](https://x.com/spenbaker/status/1996936236062179431)  2025-12-05T13:34Z [---] followers, [----] engagements


"$envx YBS is basically an Enovix proxy so their AGM minutes are worth reading. Last one was on [--] August. Ofc they have an NDA with Envx so they cant reveal too much. See attached for the highlights"  
[X Link](https://x.com/spenbaker/status/1998331173060104436)  2025-12-09T09:57Z [---] followers, [----] engagements


"Other tidbits: YBS is 80% reliant on $envx for future growth By the start of next year they intend to appoint somebody from Envx to the BOD"  
[X Link](https://x.com/spenbaker/status/1998332169257619583)  2025-12-09T10:01Z [---] followers, [---] engagements


"@EnovixBatteries A milestone hit: .its lead smartphone engagement which was advanced earlier this month by successful shipment of Enovixs latest AI-1 battery samples $envx"  
[X Link](https://x.com/spenbaker/status/1998516276311019964)  2025-12-09T22:13Z [---] followers, [----] engagements


"$envx According to MarketBeat Baird Financial Group Inc. lifted its stake by 24.0% in the 2nd quarter. The firm owned [------] shares after buying an additional [------] shares during the period. Baird owned approximately 0.37% of Enovix worth $7465000 at the end of the most recent quarter. A number of other large investors have also recently made changes to their positions. LPL Financial LLC now owns [------] shares valued at $2447000 after purchasing an additional [-----] during the last quarter. Swiss National Bank now owns [------] shares valued at $2272000 after buying an additional [-----] during"  
[X Link](https://x.com/spenbaker/status/1998801637880516838)  2025-12-10T17:07Z [---] followers, [----] engagements


"$envx As a reminder Canaccord Genuity is hosting a Fireside Chat with Raj today. There is no live stream but the recording is available after market close on the IR page of the website"  
[X Link](https://x.com/spenbaker/status/1998804657658106219)  2025-12-10T17:19Z [---] followers, [----] engagements


"$envx Never heard of Jorjin but this does sound exciting. Liked by Enovixs VP of Sales"  
[X Link](https://x.com/spenbaker/status/2000909705112088933)  2025-12-16T12:43Z [---] followers, [----] engagements


"$envx & CES according to Gemini. Enovix is expected to have a significant presence at CES [----] in January as they plan to showcase their advanced silicon anode battery technology and debut end-products including the first smart eyewear with a partner."  
[X Link](https://x.com/spenbaker/status/2001240582828499175)  2025-12-17T10:38Z [---] followers, [----] engagements


"Latest Gemini result when googling Enovix ces: Enovix plans to showcase its silicon anode battery technology at CES [----] in January particularly highlighting its application in next-generation smart eyewear and announcing its first smart eyewear product with a partner aiming to demonstrate longer battery life for these space-constrained devices. The company is positioning itself for significant growth in [----] with its batteries supporting the emerging smart living and AR/VR markets leveraging its AI1 platform for enhanced performance in demanding electronics. Key Focus Areas for CES 2026:"  
[X Link](https://x.com/spenbaker/status/2001255226385236124)  2025-12-17T11:36Z [---] followers, [---] engagements


"$envx Whilst we didnt get a detailed update on auto Raj did touch on this last week: Now EVs you know we've always mentioned we're not making cells for the EV market because that needs a huge gigafactory. There it's more of a licensing play. there's a couple of advantages our battery brings which is the ability to charge fast and not get too hot. And people feel there's a good need for that. And we're continuing to figure out how to get that to a stage where we can license that technology to somebody. And it moves slowly you know that market takes a long time. $ENVX has had zero updates on"  
[X Link](https://x.com/spenbaker/status/2001381755161632868)  2025-12-17T19:59Z [---] followers, [----] engagements


"2025 was a year of milestones at Enovix India. Raj shared how our batteries lead the industry in energy densityand how were staying ahead of the curve by tackling silicon anode. Most importantly he expressed how deeply impressed he is with the progress and continuous improvementsin our processes and facility since his last visit in March. Adding to the excitement achieving ISO certifications [----] & [-----] within a record time of [--] months from start to endby the team was recognized as another feather in our cap. https://twitter.com/i/web/status/2003789013161758813"  
[X Link](https://x.com/spenbaker/status/2003789013161758813)  2025-12-24T11:25Z [---] followers, [---] engagements


"$envx On-device AI is happening. https://finance.yahoo.com/news/perplexity-ceo-says-device-ai-033019227.html https://finance.yahoo.com/news/perplexity-ceo-says-device-ai-033019227.html"  
[X Link](https://x.com/spenbaker/status/2008151393152987572)  2026-01-05T12:19Z [---] followers, [----] engagements


"$envx Robots soon to be powered by $qcom and its battery partner Enovix. Im long both as well as $amzn. Qualcomm $QCOM CEO: Robots are a trillion dollar opportunity and if you take a look at $AMZN distribution centers you'll see a lot of robots. wonderful example https://t.co/gBRISGQxjD Qualcomm $QCOM CEO: Robots are a trillion dollar opportunity and if you take a look at $AMZN distribution centers you'll see a lot of robots. wonderful example https://t.co/gBRISGQxjD"  
[X Link](https://x.com/spenbaker/status/2008480588848919002)  2026-01-06T10:07Z [---] followers, [----] engagements


"$envx Theres little doubt that smart eyewear will be a huge market. That is why Enovix has developed a smart-eyewear-optimized version of AI-1 which has higher energy density. They have partnered with Jorjin and a demo of the latters glasses featuring Enovixs battery is imminent. From the wording used by Enovix there wont just be one demo but several: Later this week well share a few examples of how early products and teams are shaping this emerging smart-eyewear market with Enovix batteries. More to come from CES. $envx https://t.co/CmrIVV51Vp $envx https://t.co/CmrIVV51Vp"  
[X Link](https://x.com/spenbaker/status/2008841847272005639)  2026-01-07T10:03Z [---] followers, [----] engagements


"$envx Another named eyewear customer This ones based in Berlin; check their website - Their comment on LinkedIn is pretty cool see below. Sounds like a purchase order is about to be announced: We are excited to collaborate with LAtitude 52N as Enovix technology powers its award-winning smart eyewear. https://www.latitude52n.com/ https://www.latitude52n.com/ $ENVX Let's geaux fam "Greetings from CES. Smart eyewear is poised for a breakout in 2026driven by major technology breakthroughs and deeper collaboration with fashion designers to enable true mass-market adoption. This category sits"  
[X Link](https://x.com/spenbaker/status/2008980628071698899)  2026-01-07T19:14Z [---] followers, [----] engagements


"@bleacherbum23 As $Envx themselves point out Jorjin is Foxconn-backed. This suggests that these glasses will be produced at scale later this year"  
[X Link](https://x.com/spenbaker/status/2010041706083950692)  2026-01-10T17:31Z [---] followers, [---] engagements


"These results are made possible by Enovixs breakthrough battery architecture which harnesses the superior energy-storage properties of siliconrather than traditional graphiteto deliver meaningfully higher energy density in commercially scalable lithium-ion batteries said CEO Doug Morris Polaris Battery Labs. https://twitter.com/i/web/status/2011090756228755930 https://twitter.com/i/web/status/2011090756228755930"  
[X Link](https://x.com/spenbaker/status/2011090756228755930)  2026-01-13T14:59Z [---] followers, [---] engagements


"$envx Talk of Meta not being interested in Enovix batteries is baseless FUD. Why would they not be interested in improving their products Battery life is the biggest problem for smart glasses. Meta are doubtless testing Envxs AI-1 battery. Meta is too big to get locked into supply agreements. If they wanted to swap suppliers to secure a superior component they would do so and if need be just pay off the old supplier. AI seems to agree. (N.B. Grok thinks Meta is the customer wrt the prepaid order but this could be incorrect). Gemini: Meta utilize multiple suppliers for internal components"  
[X Link](https://x.com/spenbaker/status/2011741829004239184)  2026-01-15T10:06Z [---] followers, [----] engagements


"$envx said of Ajay a couple of days ago that they appreciate his continued support during this transition. This was a planned retirement. There were no disagreements between Ajay and other members of management. Ajay remains employed for a month following the announcement. His last day is [--] February. He will assist and support the smooth handover to the new operations leadership. There is no suggestion of him resigning or being forced out. This was all planned some time ago. The new operations leadership including the [--] new hires is a big positive. With KHs track record in Korea Eds"  
[X Link](https://x.com/spenbaker/status/2014269027292446904)  2026-01-22T09:28Z [---] followers, [----] engagements


"Im sure you and $envx will get better with time. Im reminded of my ex who really suffered after her sister (who was also her best friend) died. She turned to spirituality and booze. She ignored my suggestion of seeing a grief counselor. She basically had an abnormal grief reaction so my suggestion was a good one Anyway she eventually got better like you will too. Looking forward to your return to twitter. All the very best in the meantime 🙏 https://twitter.com/i/web/status/2014975695173386485 https://twitter.com/i/web/status/2014975695173386485"  
[X Link](https://x.com/spenbaker/status/2014975695173386485)  2026-01-24T08:16Z [---] followers, [---] engagements


"Nibbled on some of these as theyre currently on special offer: $zeta $umac $intc $poet"  
[X Link](https://x.com/spenbaker/status/2015840705277542765)  2026-01-26T17:34Z [---] followers, [---] engagements


"$meta $envx Future is bright for smart glasses which are now going mainstream. @StockMKTNewz $META Ray-Ban sales tripled YoY. They sold out within 48hrs of launch not hard to see why https://t.co/rvAQVGiDby @StockMKTNewz $META Ray-Ban sales tripled YoY. They sold out within 48hrs of launch not hard to see why https://t.co/rvAQVGiDby"  
[X Link](https://x.com/spenbaker/status/2016825058778317286)  2026-01-29T10:45Z [---] followers, [----] engagements


"Suraj is the son of Raj. Nice of Raj to get his son a high-powered job Suraj Talluri is the Business Development and Sales Director (or Sales Director in some listings) with his LinkedIn and other profiles confirming his role there. He was first employed by $envx as senior sales manager in January [----]. Then in April [----] he got promoted to sales director. https://twitter.com/i/web/status/2017196509578596681 https://twitter.com/i/web/status/2017196509578596681"  
[X Link](https://x.com/spenbaker/status/2017196509578596681)  2026-01-30T11:21Z [---] followers, [---] engagements


"@FreedFish52 I had similar worries a couple of weeks back. So I sold some sizable positions to lock in profits. Feb is often a red month anyway"  
[X Link](https://x.com/spenbaker/status/2018049003955372376)  2026-02-01T19:49Z [---] followers, [--] engagements


"TipRanks = Strong Buy"  
[X Link](https://x.com/spenbaker/status/2019002588591800773)  2026-02-04T10:58Z [---] followers, [---] engagements


"@AlderLaneEggs @TODAYshow @VickyNguyenTV @gmorgenson Im not an American lawyer but am pretty sure vet would have no legal liability; it would be a question of professional ethics. Likely that selling insurance is a breach of the vets professional ethics"  
[X Link](https://x.com/spenbaker/status/1696171286525850104)  2023-08-28T14:42Z [---] followers, 33.8K engagements


"Its a JV and theyre investing $9.8 billion in the new fab. They wouldnt do that if they already had a deal with $envx. I personally never thought it would be Hyundai anyway. @EnovixBatteries should premier in premium cars"  
[X Link](https://x.com/spenbaker/status/1808385168673022384)  2024-07-03T06:19Z [---] followers, [---] engagements


".our R&D headcount is up nearly 170% year-on-year and we intend to keep growing. For example we now have a core R&D team in Malaysia that we now intend to double by the end of the year"  
[X Link](https://x.com/anyuser/status/1819291422085775437)  2024-08-02T08:37Z [---] followers, [----] engagements


"$envx $envxw IB issued this reminder just now: As a reminder the following security is subject to a voluntary corporate action. ENVXW (Company Name: ENVX 01OCT26 [----] C) Election period expires: Aug [--] [----] 10:00 EDT"  
[X Link](https://x.com/spenbaker/status/1960624762931093616)  2025-08-27T08:45Z [---] followers, [---] engagements


"$envx Theres some confusion about Form [---]. As @fourier_f points out TJ yesterday only sold warrants issued back in [----] and [----]. He is not selling $envxw. On the contrary hes probably done this to raise money so he can exercise the new warrants before they expire later today. @bleacherbum23 Taking into consideration the timing of TJs Form [---]. GUESSING TJ is doing a fund-raiser to exercise his new warrants that expire tomorrow [--] August; i.e. he is planning to buy the $ENVX@$8.75. @bleacherbum23 Taking into consideration the timing of TJs Form [---]. GUESSING TJ is doing a fund-raiser to"  
[X Link](https://x.com/spenbaker/status/1961341348746813948)  2025-08-29T08:13Z [---] followers, [----] engagements


"$envx New hire Ed Casey: Casey has decades of experience leading HVM and tech scale-ups within complex multinational environments specifically in Southeast Asia. His career includes senior leadership roles at several major technology and hardware firms: ams OSRAM VP Operations. Most recent role where he focused on manufacturing efficiency and operational scale Western Digital: Senior Director Plant Manager Solopower: COO Seagate: Executive Director Substrate Development Komag: COO and VP Key Credentials & Expertise Mass Production Scaling: Extensive background in driving manufacturability and"  
[X Link](https://x.com/spenbaker/status/2013693196832788630)  2026-01-20T19:20Z [---] followers, [----] engagements

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