M.S

@loma_homer888 @Richard_X_Roe Can we get more post from you and Richard, it’s helping 😂

@Richard_X_Roe all the paid korean shills Its so obvious they re part of the $ENVX fraud perpetrated by Raj the Fraud

It is incredible - Honor issues a press release prnewswire.com/news-releases/… clearly humiliating $ENVX by stating that the future is in TDK's cells, yet the crazy pumpers continue to invent "clues." x.com/WolfgangKlier/…

@EnovixBatteries A BUNCH OF SCAMMERS! TJ PLAYING IS ROCKY MUSIC AND LETTER TO THE SHORTS, WHILE HES NOW HIDING AWAY IN HIS WINERY LIKE A ARROGANT FOOL. RUST LYING TO EVERYONE AND THEN RUNNING OFF WITH MILLIONS! YOU SHOULD BE ASHAMED YOU COWARDS!

We’re heading to the #InternationalBatterySeminar 2026 in Orlando. Stop by Booth #223 to see how Enovix is advancing lithium-ion performance with our 100% active silicon anode architecture, plus proven solutions from Enovix Korea. We’d love to connect.

@1_1savedbygrace @EnovixBatteries Exactly

@EnovixBatteries You guys and your booths meanwhile have you fucked over retail in the past couple of years with blatant lies and manipulation? Is this beyond anything anyone should remain quiet about?

@Bleacherbum It’s disgusting

$ENVX the Raj effect. 🤮

@EnovixBatteries That’s cute and all, BUT your Share Price is getting CRUSHED. You’ve returned NOTHING to your investors since you went public, except of course DELAYS, LIES, and BS. Shit or get off the pot already!!

Great conversations last week around the future of advanced technology at the 2026 Cantor Global Tech & Industrial Growth Conference in NYC. Proud of our CFO Ryan Benton for representing the team and sharing how our 100% active silicon batteries will power next-gen devices.

@eenLien I’m here, waiting for the weekly Journey to Scale podcast.

December 2023 - Who’s still here? ☺️

@EnovixBatteries YOU ALL ARE PATHETIC! A JOKE. SCAMMERS!

We’re excited to be at #InterBattery Korea this week! Visit the Enovix booth to see our battery platforms powering next-gen applications, including drone demos and cells from our Enovix Korea SLPB and FLPB lineups.

@DRP_Danny @EnovixBatteries Will @EnovixBatteries care to explain, or continue to GASLIGHT investors like the CROOKS and SCAMMERS they are.

$envx @EnovixBatteries not sure why Raj Talluri was awarded so many shares. The company has not performed by any metrics. 259,611 free shares awarded for non-performance.

@Cashencarlo1 @_bj_bj_bj_ @EnovixBatteries Winning the race at ALL TIME LOWS!

@_bj_bj_bj_ @EnovixBatteries Winning the race? No signs of any finish line (a signed deal with a significant player in the space) in the last five years.

Independent Testing Confirms Enovix AI-1™ Achieves 935 Wh/L - Setting a New Benchmark for Smartphone Batteries Read the press release 👉🏼ow.ly/IkSz50XW6jk

@Bleacherbum Has nothing to do with envx

$ENVX and this is why moving at the speed of a turtle 🐢 is sometimes not so good Raj.

@mcinnes_danny Thanks for the dd Danny. Are you still in envx?

$ENVX I hadn't expected tangible smartphone progress to come out of Q4 reporting. I had expected a 'holding pattern' report. It turned out to be a lot worse than that. This is Raj Talluri talking of their three 'pathways' to get through cycle life testing with Honor. "We do believe that one of these things will be able to convince them before the end of the year and get some, get some volume." (Responding to Jeff Osborne, TD Cowen) Wtf? Where the hell did that come from? Do you remember some of those previous earnings calls where TJ and RT talked about how Enovix was intimately familiar with smartphone OEMs' performance and testing requirements and how they had large dossiers on all of this? So much for all of that. Zero smartphone shipments in '26 is now a real possibility. If/when these shipments happen the initial volumes will be small: "Initial smartphone-related revenue in 2026 is expected to support system integration and launch preparation, positioning us for a larger scale commercialization in late 2026 or beginning in 2027" (Raj Talluri, opening remarks) This tallies with the CFO's comments in H2 last year i.e. something iro 100K units. Note that the timings here don't match what RT said in response to TD Cowen. Here he is assuming they get the issue with Honor resolved fairly quickly. His answer to TD Cowen suggested it may well not be resolved quickly. Given Enovix's history of delays, I know which I'm way I'm leaning on this. I was hoping for more clarity on yields and indeed it arrived but the news was hardly great. On yields RT said: "This quarter to date, you know, we're at 80%. We feel confident that, as we make progress, it'll sort itself out." I've been here long enough to have no confidence in Raj Talluri's 'confidence'. It all feels very like what Harrold Rust was saying mid 2022 before they pulled the plug on Fab1 in Fremont. That's even before we get to comparing the present state of affairs with what Ajay Marathe was saying H2 2024. Some folk might take some comfort in statements like this (again from the CEO): "Ultimately, there is a lot of interest from our customers in wanting to use our batteries because of the higher energy density we provide" Particularly for those who are relatively new to Enovix it's key to note that there has always been a strong customer desire for a better CE battery. That's why Enovix will always have an audience. I was reminded here of something close to home. Loch Ness will always have tourists because there's always that chance of seeing the monster. At this point it feels like there's as much chance of seeing Nessie as of seeing high yield smartphone production in Penang.

@EnovixBatteries PENNY STOCK!! YOU ARE CLOWNS!! SCAMMERS AND THIEVES!!!

Enovix Reports Fourth Quarter and Full Year 2025 Results Read the press release 👉🏼 ow.ly/F2CS50Ym8tR

@spenbaker Apparently this is a list of customers using AMPX, people were posting it on AMPX board on stocktwits. What do you think? Any of these would use envx? You think they are really using ampx or just rumors?

$envx VP of sales is in Barcelona, not just for fun but also networking at MWC

@EnovixBatteries YOU ALL ARE A JOKE! CLOWNS, ALL OF YOU

@ccocke69 @spenbaker To get an idea of what things would look like, as you can see with these clowns, they can’t get anything right as of today.

@Help3535 @spenbaker Why are you assuming no smartphone sales?

Thx to @spenbaker, I went back and rewatched Raj's comments, and he clearly says that smartwear commercialization will happen sooner than smartphones. If I put 2 and 2 together, I'm guessing $ENVX announces a smartwear PO before Honor? My biggest takeaway from the call. 1/

@ccocke69 @spenbaker Why would I tell it to make the chart without smartphones until 2030? I just said make the chart without smartphone sales, I didn’t say 2030

@spenbaker @Help3535 Chatgpt gives you what you tell it. If you tell it to make a chart without smartphone sales until 2030, it will do that. The chart is useless unless the prompt and data is also cited. $ENVX

@spenbaker @ccocke69 I hope so man, I really do.

I think ChatGPT is still very unreliable. Chart looks like it was created by a short, possibly Taub. Obviously $envx will be worth more with entry into smartphone market, which is expected to happen later this year. The suggestion of their possible failure to enter this market is just another short thesis.

@ccocke69 @spenbaker I hope you’re right. @spenbaker what do you think?

@Help3535 @spenbaker The no smartphones chart is funny in that it assumes no smartphones until 2030. It will come, the $ENVX advantage is simply too much. We live in an increasingly electrified world. I don't think uniquely high density batteries are niche anymore.

@spenbaker @ccocke69 ChatGBT. We need smartphones for this to be anything worth owning is what in interpreting. What do you think?

@Help3535 @ccocke69 Interesting chart. Where did you find it?

@ccocke69 @spenbaker Guys, we need smartphones. @spenbaker what are your thoughts on this?

@spenbaker Milestones will be when $ENVX gets to name the customer and product, and when the product reaches the consumer. I am anticipating those milestones very much, especially after Raj reiterates that commercialization will come sooner than smartphones. The first real AI-1 product.