DonPedro Di Praha

@spenbaker is it normal to advertise such a position? just not sure

$envx Latest job ad: Enovix is seeking a Vice President, Worldwide Sales to lead global revenue growth and build a world-class commercial organization. This executive will be responsible for developing and executing the company’s global sales strategy, scaling a high-performance sales organization, and building strategic channel partnerships including distributors and ecosystem partners. This role is focused on strategic sales leadership, revenue growth, and channel development. The ideal candidate is a builder and leader with extensive experience scaling global sales organizations in complex, technology-driven B2B markets.

@MarkGregory1313 @mymorristribe Also every year gets noticed :). Used to play 5 courses in 5 days on holidays, walking course. Now 3 in 5 days and am dead 😵

@DonpedroDi @mymorristribe Cart, but I'm not in great shape and didn't swing a club since October.

Today is day 1 of prepping for a Tough Mudder race next month. Just ran 7.5 miles at a 10min/mi pace, cold turkey, to see what my body can handle. Ouch. I'll be feasting on Motrin today.

@MarkGregory1313 @mymorristribe Walking or buggie?

@mymorristribe Beast! I just played 5 rounds of golf in 4 days and I can hardly move.

@nikkizitkova moc díky

O osvobozeném příjmu všecho důležité v novém článku: nikolazitkova.cz/kam-do-danoveh… Něco jsem zapomněla? 🤠

@eenLien bild.de/politik/inland…

$ONDS $RHM $HDD This was not a regular MoU... Is Heidelberger becoming a new Rheinmetall? Grok: The presence of Federal Minister for Economic Affairs and Energy Katherina Reiche at the December 2025 MoU signing was a deliberate high-level signal of official German government endorsement and strategic prioritization. This was not a routine corporate event. The MoU was signed during an official ceremony marking 60 years of diplomatic relations between Germany and Israel, attended by the economic ministers of both countries. Her participation (alongside her Israeli counterpart) framed the Ondas–HEIDELBERG partnership as a concrete example of bilateral cooperation in a geopolitically sensitive field. By attending in person and issuing this statement, Minister Reiche publicly: ▪️Positioned the future Onberg JV as part of Germany’s contribution to European security architecture (exactly as the companies’ PR states). ▪️Signaled that the project aligns with national priorities: local European manufacturing (to avoid long supply chains and third-country dependencies), rapid deployment capability, and job-creating industrial activity at HEIDELBERG sites in Germany. ▪️Gave the partnership political weight that helps with subsequent steps — regulatory approvals, potential public funding or contracts, and integration into European defense procurement programs. In short, a German economics minister does not attend such a signing unless the government views the project as strategically important for both national security and economic/industrial policy. Her presence transformed what could have been a low-profile business MoU into a publicly backed milestone in German-Israeli and European defense cooperation. The launch of Onberg in 2026 is the direct implementation of that politically supported MoU.

@CoffeeStocksGuy Protection of berlin - 5 million € bild.de/politik/inland…

@dmottco @AlPutino Appreciated 👍

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

@spenbaker the tone and message is somehow too optimistic for me. wish it be true but ....this is enovix. thanks a lot anyway

$envx At the Cantor Global Technology & Industrial Growth Conference (March 10–11, 2026) Enovix was a key focal point for investors, particularly following Cantor Fitzgerald's high-conviction "Overweight" rating and $30 price target leading into the event. The discussions centered on Enovix’s transition from a technology developer to a high-volume manufacturer. Here are the primary takeaways from the conference: 1. Scaling "Fab2" in Malaysia Management highlighted the operational success of their high-volume manufacturing facility in Malaysia. The core message was yield and throughput: Enovix provided updates on the "Agility" and "High-Volume" lines, emphasizing that they are meeting the milestones necessary to support upcoming smartphone launches. 2. Smartphone OEM Timelines A significant portion of the fireside chat addressed the company's progress with leading smartphone OEMs. •Mass Production: Confirmed plans to begin shipping battery cells for multiple smartphone models in 2026. •The "AI Phone" Tailwinds: Enovix leaned into the narrative that the rise of "On-Device AI" requires significantly higher energy density to manage power-hungry processors—a demand their silicon anode architecture is uniquely positioned to solve. 3. Expansion into Drones and IoT While smartphones remain the "big prize," Enovix discussed its diversified revenue streams: •Drones: Progress in the high-performance drone market, where energy density is a critical safety and performance metric. •AR/Wearables: Updates on existing purchase orders for smart glasses and AR devices, which serve as a proof-of-concept for their compact, high-capacity cells. 4. Financial Path to 50% Margins CFO reiterated the long-term goal of 50%+ cash gross margins. Investors were particularly focused on the company’s cash runway and capital allocation strategy as they scale production to meet the $10 billion+ smartphone battery market opportunity. (Most of this info derives from Gemini; as the event was for Cantor’s clients a transcript hasn’t been made publicly available.)

@dmottco @NateStrande Appreciate it

$eose so why are they using all these scrap bipolars during FAT? Well it’s actually genius and proves things out the right way Typically they would useDummy fixtures as inert bipolar placeholders — same physical dimensions as a real bipolar plate but made of cheap material, no electrochemical properties. Used purely to test mechanical motion. Robot picks it up, conveyor moves it, station processes it. You’re validating the automation mechanics work correctly. Scrap bipolars are real plates that failed quality inspection — correct material, correct dimensions, real production parts, just with defects that disqualify them from fielded batteries. The critical difference is that scrap bipolars let you test everything. Not just mechanical motion but torque specs, compression forces, laser detection responses, seal application, weight sensors, any station that interacts with the actual material properties of the plate. A dummy fixture won’t tell you if the robot is applying correct compression. A real scrap plate will. Why so many? Because a FAT runs the line repeatedly through full cycles to validate throughput, cycle time, and reliability. You might run thousands of plates through every station multiple times. You need enough volume to run continuous cycles without stopping to reload. Also critical — you’re intentionally running known bad plates to validate that the rejection and quality control systems catch them correctly. You need a library of different defect types to confirm the laser detection triggers on each one. The volume of scrap bipolars in that photo tells you they’re doing a serious thorough FAT. Not a quick check. A full production simulation. Probably just one of many Mahaz upgrades to Acro and the entire system This is part of what he meant when he said we are building it for redundancy ! Fuck yes

@TopherGotWifi @figuringoutcast Does not shock me at all. I dont care

@DonpedroDi @figuringoutcast If you’re asking this. You don’t read Tophers posts. Collecting a metric shit ton of premium, been right for months. Got called a moron. Don’t give a shit. And this may shock you, but Topher doesn’t give a fuck how he “seemed” to you.

🤣 I will never understand the hate towards this man. $EOSE

@TopherGotWifi @figuringoutcast Why didnt you sell? To me you always seemed like an enfant terrible of the eose community.

Hahaha let Topher explain it. The $EOSE community has some good people in it, and then they have some spreadsheet jihadists that talk in circles, hold spaces together, support each others spreadsheets with their wild ass assumptions, and track felt. Topher just spent 2.5 months telling these fucking lemmings that EOS missed bigly and felt means nothing. And they called him a fat retard. Then Topher was right and so now they all blocked him. They will unblock him to tell him he’s a retard, or to say “shouldn’t have sold you fat fuck” and then they block him again. Meanwhile Topher sits on 6.5 times the number of common shares that the CEO just bought today.

Na sociálních sítích se objevilo video, na kterém obyvatelé Kuvajtu nabízejí pomoc americké pilotce F-15E, sestřelené. Na záznamu místní obyvatel přistupuje k ženě, ptá se jí, zda potřebuje pomoc, a děkuje jí za podporu.

Muslim countries that support today's U.S strike on Iran: Kuwait, Saudi Arabia, Qatar, Turkey, UAE, Bahrain Muslim countries that DO NOT support today's U.S. strike on Iran: France, United Kingdom

@howlongtoretire here, but could not sleep tonight

If you are still long $EOSE and I’m not following you, please let me know.

@AnishP144 Great thoughts

$EOSE For anyone doubting their investment other than due to lack of trust in management here is my non-financial advice to help make decision. 1) Is Line 1 the end state or just a pilot line to learn and improve the process, product, and capabilities of Line 2 and beyond? 2) Is making money from Line 1 critical to Eos’s business model and long-term success? If yes, Eos should do less stress testing and focus on running the line at optimal speed and reducing costs everywhere possible instead of trying to find all failure points and design a better Line 2. 3) Are the Z3 outputs from Line 1 not reliable and not usable? If we can sell every product we produce even though we lose money on it, we get real field data and these projects act as pilots for various utilities. Remember, nobody is going to order billions of Z3 cubes without pilot projects and real-world data. The more data we have, the easier it becomes. 4) Do you think we can’t reduce the cost of each unit produced meaningfully from here on with better automation, straight-line design, and inherent advantages of a simple manufacturing process and abundant raw material usage? 5) Do you think the demand for a fire-safe, domestically manufactured LDES is only here for the next few years and that if we don’t corner the market right now, we are doomed? If you answered yes to any, you may want to consider selling. Management did a terrible job in explaining the state of Line 1 and problems they are facing with running the line at near full utilization and instead gave a guidance hoping for best. I don’t think they lied but it was them overestimating Line 1 capabilities without enough data backing it. Their guidance was based on extrapolating the successful production for a few weeks and they expected it will continue to run at that pace for months without running into some failure somewhere.

@Yeah_Dave Where will you move now?

$EOSE Exiting was not an emotional decision. All is well and there are plenty of other options currently down 30% to 50% in the market. I also harbor no ill will toward the company and I respect the engineers and people busting their ass to build world changing technology. I spent a lot of time and energy learning about this company as well as supporting them with my capital. They abused my trust and I do not take that lightly. I stated I would not mince words if management missed. Here is why I am out, and why this is not "just a revenue miss". -They recklessly gambled with my trust for no apparent reason. Management only provides full year revenue guidance. If they had simply lowered expectations, they would have delivered 7x year-over-year growth instead of 10x. 7x is still an exceptional number. Instead, they pounded the table in November, seven weeks before year-end, insisting they would hit the $150M floor. I took them at their word. Gambling credibility like this when there was a high probability of failure is baffling. -The miss was massive, despite management having 85% of the year's data when they reaffirmed guidance. -The shortfall was not an external macro event, a canceled order, or a regulatory shift. They experienced a week long factory shutdown and a 30% overall manufacturing line downtime. This directly contradicts their repeated emphatic claims that they had mastered the basics and were ready for scale. -They have a history of missing guidance. This was no secret and was in their face all year along with a 30% short interest and multiple short reports. While early-stage projection errors from years ago are potentially understandable, a massive miss at this stage is inexcusable. They unnecessarily destroyed their own credibility, again. -Guidance is now confusing. They are now seemingly drastically sandbagging 2026 guidance which is creating conflicting narratives vs the other comments they are making. How am I supposed to tell if they are simply lowering the bar or there are persistent deeper core issues? -Margin is collapsing, not improving. Management projected near-term positive gross margins. Instead, they reported a -93.8% gross margin and a massive EPS miss, pushing the positive gross margin target out to the second half of 2026 (if you can even trust that). -Line 2 is now pushed back into Q4? This creates a cascade of delayed goals but also now it seems line 1 still has major structural issues. -The capital raise is now a slap in the face. They raised capital and diluted shareholders fully aware they were severely off track, yet issued no warnings? They had plenty of time to communicate at least something. Radio silence. -Cerberus owns 41% of the company and their lockup period expires in June, time is rapidly running out. -What is the near-term catalyst? The earnings call offered no major silver linings. There were no hyperscaler deals announced despite extreme market demand for data center energy. -I am not a lawyer but is there an increased risk of lawsuits with all of this? How messy would that get? The battery technology is still very interesting and the global demand is unprecedented. It's not all hopeless. The stock can of course rebound after a -40% day, but I am moving on for now. This needs a major reset before I would consider jumping back in again. There are so many other options out there. This is not financial advice and just my opinion. I have no position long or short in $EOSE. I wish them the best.

@JordanSolace so you move on or give it a chance?

$EOSE I’ll remember this day for a long time. Ironically, even though EOSE turned out to be completely full of shit. And grossly overvalued with poor governance… which is clear. I have learned an immense amount of investing and how to dissect a company. Can’t say it enough but it starts with management. First thing you gotta look at. This space has crazy secular tailwinds. Joe won’t be the guy to lead Eos there

@notcryptonative The same old story. Only tj puts that straight.

The only thing worth reading here are TJ’s comments. Sounds like <80% yields. No wonder the COO is gone. Appreciate the color on the 75 qual tests. Overall disappointing but hopefully this signals more TJ involvement cuz otherwise this is just more of the same $envx shitshow

$ENVX dont forget - FAB is the....warehouse

@EnovixBurner only to calm you down, dont forget that fab is the product!

Welp. $envx