🔋FifthAce🔋

@BisahiroMakga @SailingExplore @RocketPenguin75 enovix-q3-2025.open-exchange.net/livestream

@SailingExplore @RocketPenguin75 I noticed they did yesterday.

$ENVX Here’s a question to consider. If Enovix had been private and was launching an IPO right now, would you buy it at $9 ? This is an interesting question as it forces you to be forward looking. Many have said that Enovix went public too early and I agree with that. But what if they were going public now?

Retopology well underway. The reduction of polygons will be close to -98%. 📐 First one character, then the entire collection. 👌 With vertex normal handling and baked normal details, the quality should remain excellent even at this much lower polycount. ⚡️

@eenLien Sorry to hear. Sounds like a cool guy who lived life to the fullest. 🚵‍♂️

Sometimes you think it couldn't get any worse. My dad died in the woods today, with his bike. Last week he was competing in the World Gravel Championships. Now he's gone. I don't want to send this message. It's too absurd to put into words.

@imjameshall @imjameshall I would like to be included, I had a tricky question so I was directed this direction - hahah. 😁

Please reply if you’d like in. Will discuss avatar creation and help each other.

@TopherGotWifi Bitcoin doesn't scale to be used for transactions. And Bitcoin's halving schedule will be its downfall - it will have to add inflation (breaking the hard cap) or it will make mining unprofitable and centralized (unsecure). Would never short it, but would never get it either.

Alright. Talking in a group chat. AI is obviously booming. Data centers, chip makers, power plays galore. A lot of people seeing huge stock gains. AI is going to absolutely decimate a large portion of the job market. The real question is (and this is a genuine question)…. When AI is running the show. Jobs dry up. Personal BK climbs. Credit scores drop. And people are all the sudden for socialism (basic income)…… then what do you wanna own? Almost guaranteed that we are in that position in 10-15 years. In other words you could sell 500,000 shares of $IREN $CIFR $NVDA $EOSE $CRWV $TSLA etc. (insert your stock here) for $100 per share (that’s $50m) and you still won’t have shit. The dollar will be worthless. Everyone’s credit will be torched. Bankruptcies galore. Kind of a doomsday scenario. At what point is $BTC relevant? And are people gonna actually do transactions with it? If this AI push is legit, which it is—what’s your end game for a financial security/currency? Genuinely curious.

@kelpieforest @EnovixBurner @doh_in @rabbitHoleGoe @eenLien We could follow the lead of the Eose community and post more at Enovix $ENVX Shareholders x.com/i/communities/…

@bert_gilfoyle @ENERGY @POTUS crazy it was shared by the U.S. Department of Energy @ENERGY out of all accounts 😆 Guess it's not the first time they're sharing misinformation tho..

@ENERGY @POTUS Every word of this is false.

.@POTUS: “Energy is an area where the United States is now thriving like never before…All green is all bankrupt.”

Wonderful things happen when rigged 3D and AI tools come together. Add unique 1 of 1 characters to the mix, and the recipe is perfect 👨‍🍳🤌💓 Well done @KidGuri & @BoredApeYC! Just watch out for @thetronwars lurking in the shadows 🥷🤖

$EOSE premarket $7.77

@JahredAlmighty $ENVX vibes at 10.43 VWAP

$ENVX. $10.50. Yeah!!! Eat that SHORT BITCHES.

@Bullstkpicks @MrNotAdvice @joceyreyes209 For the third point, prototyping materials is quite different from switching battery dimensions for a set electrochemistry. 7 weeks for material prototyping is impressive, changing dimensions likely much faster.

@eenLien Yeah I know, they never spoke about limited SKU launches before the Q2 call either, so I don't think that wording is too far off. The Q1 timeline did state that product launch is at the end of 2025 though, which was the main point I wanted to make in regards to the timeline.

@FifthAce3 Like I said, the company never used the words ‘Pilot production’ I added this as a possibility / to be realistic, based on my research.

$ENVX Qualification timeline for the Lead Smartphone OEM = On track as far as I understood.

@EnovixBatteries $ENVX Next time you do a presentation that's more than a call, do not show a pdf A4 and wave cursor around. Made you look like school children who forgot to do their homework. Video was the only good thing about the call.

A factory built for scale. A product built for performance. This is high-volume manufacturing at Fab2.

@EnovixBurner July 7th Special Call, answer to first question "EX-1M, EX-2M were basically technologies that we were doing to define our battery road map internally. What we launched today is actually a branding of a electrochemistry platform." "AI-1 is somewhere between EX-1M and EX-2M"

All available official material suggests ENOVIX treats AI‑1 as a continuation and commercialization of the EX‑1M platform, not as a fundamentally new or altered battery platform.

For those who want more info on the difference between the Enovix $envx EX1M and the Ai1 batteries here ya go. Some bears mainly @robinivski believe or would have others believe that the company abandoned the ex1m but that not the case. So see comments below for the details.

@eenLien Sorry to hear. 😓 Hope for a smooth operation, swift recovery and good health to you both! 🙏🏻

$ENVX Dear friends … ❤️‍🩹 My husband had a heart attack and is in the hospital. He had surgery and will have surgery again on Wednesday. So I won't be able to cheer as loudly as I'd like in the coming days, but I will probably follow along to take my mind off things. (The good news is this probably means Enovix is going to $100 Thursday.) Love you all, I really do. You have always been incredibly supportive of me and I am super grateful for that 🙏

Decided to try my fpv drone controller last weekend 🚁🎬 @fifthacefpv" target="_blank" rel="nofollow noopener">youtube.com/@fifthacefpv #carx #carxdriftracingonline

A quick test render in UE5.6 #UnrealEngine #UE5 #TronWars

@2percentisfair Thanks for the reply and insightful thread. I'll have to do some reading/ research of my own on EV batteries 👨🏻‍🏫

With a fully automated line it’s possible. In an AI driven world competing on material cost is more important than labor. What is certain, is cylindrical doesn’t have the packing efficiency for LFP, and Ni is too expensive to compete with LFP most of the time. So you’re left with large format prismatic or small form prismatic.

$ENVX *speculative but fun For those that follow me, they know I’m a major Enovix bull, but I’ve always focused on the CE space (and now defense) and avoided the the EV space. Enovix can get exponential growth in a large CE TAM, without having to enter the knife fight that is EV battery markets. It’s a knife fight for the simple reason that the number one consideration for an EV cell is cost, not density or any other metric. That means margins are tight giving the incumbent with mass scale the significant advantage. That being said, the TAM is (the white whale) something on the order of 500 Billion. So like Margot Robbie walking into the room, it’s pretty hard to ignore. In the CE space they can chase a ~20 billion TAM whose main industry concern is high volumetric performance and whose Bill of Materials has a tiny % of the battery cost vs the overall cost, meaning if the battery unlocks capabilities, a premium will be paid. All of that being said, in the most recent EC Enovix updated their EV progress. And given the background of what’s happening in the broader EV world, I’m starting to get a bit excited. *This will be a long and highly speculative thread…..so take my thoughts for what they’re worth.