Hunter A

@2percentisfair 100% they are investing in a presence in 11 conferences globally in the coming several months for a reason. Something is happening on that front pleasantly and unexpectedly.

$ENVX Ok, I’m reading more about the NDAA certified aspect of drone batteries and particularly the Jan 1, 2027 FCC hard cutoff. This is not a small, nice to have tailwind. This could be a MASSIVE advantage in the near term based on already built facilities and trad processes.

The accounts posing as good samaritans to innocently cast endless FUD on $ENVX make me smile. You guys aren’t fooling anyone. I just bought more! Long @EnovixBatteries

@doh_in I agree and the fact that he twice said he expects to sell a few million batteries in this category next year is encouraging. I promised myself I was not going to buy any more shares because I already have a ton, but bought another 1,200 this morning.

$ENVX Raj strongly hints this isn’t merely a design win from a smart-glasses OEM like Meta. It appears to be a win with Qualcomm itself—the Snapdragon platform powering the entire ecosystem. If true, it suggests AI-1 could become the standard battery for the whole smart eyewear.

@AlperenMic83107 @EnovixBatteries Multiple reasons, but just sent him a few, dramatically, improving yields, shipping 50 K smart eyewear batteries with the expectation to ship a few million next year, rapid growth in the drone space, confirmation that honor will do a limited deployment this year, much more…

@HunterA84119 @EnovixBatteries WHY????

$ENVX Love the battle between the Bulls and Bears on this thread. I am team @EnovixBatteries. Woke up this morning feeling even more bullish. Keep going!

LONG $ENVX

@EnovixBatteries congratulations on the continued progress and thank you for the detailed and honest assessments in both the written correspondence and the earnings call. Keep going and Godspeed.

2/ 4) this drone opportunity has grown like wildfire 5) Ryan is a fantastic CFO 6) Raj did a great job clearly explaining things on the call

$ENVX My back of the napkin takeaways from the call: 1) 50K smart eyewear. Batteries is a real number. 2) Raj said, and then reconfirmed that he expects that 50K to increase to a few million in 2027 3) being at 90% yield in most of the zones is huge progress

@KGhazzagh We don’t have the ability to produce at scale. Just reread the earnings release and feel slightly better. This one is not for the faint of heart! 😅

@HunterA84119 We don’t have what?

Let me guess! No PO $ENVX In all seriousness.. I did listen to the call. I think this stock will dip again (obviously) tomorrow and for the next few weeks flat line. But I also think this trend will change in the next 2-3 months… Watching 🤔👀 Hang in there longs!

@KGhazzagh …ability to produce the batteries in meaningful numbers. And how do you square “a few thousand batteries per quarter” with the projection of producing 50,000 smart eyewear batteries this year? How do those two statements coexist?

@KGhazzagh Genuine question from a long term holder: What do you make of the fact that TJ said they can only produce a few thousand batteries per quarter? I want to believe and need to listen to the second half of the call, but it seems like even if Honor qualified us we don’t have the

@robinivski Interesting post. What are your thoughts about the energy advantage they have in the AR/VR space? And what about the new testing arrangement with Honor? For me, I think their ability to manufacture at scale is the $1B question.

Is Enovix switching to plan B? robsonthemove.substack.com/p/is-enovix-sw…

I got a lot of hate from $ENVX fans two years ago when I said that their grand factory opening was fake. Two years later and Enovix is "advancing towards launch", meaning grand factory production is still at zero. ir.enovix.com/news-releases/…

Investor who spied Nvidia AI thesis in '16 has a new conviction call | Seeking Alpha $ENVX referenced as one of the “arms dealers” (Not advice, do your own diligence) seekingalpha.com/news/4590344-i…

I received the following from Latitude 52N. Appears to be in process as well. Again, they are a small player, but the more we move towards reference based design in the ecosystem, the better. (Not financial advice; do your own due diligence).

$ENVX I sent this message to Jorjin’s LinkedIn page about a month back and just received this response. 🤞🏻

Notice Jorjin’s phrasing: “Integrate Enovix…with AR glasses series.” Series; not a single model (Reference based design.) Now go back and read the multiple references to manufacturing scale up. This is where things are heading. (Not financial advice)

The attached shows IDC’s latest XR projection. Enovix is pursuing reference based design arrangements (think “Intel Inside” during its heyday in the PC space). They have solved the industry’s energy dilemma. Manufacturing at scale remains to be seen. (Not financial advice)

Everyone should do their own due diligence, but this is exciting to see.

I sent this message to Jorjin’s LinkedIn page about a month back and just received this response. 🤞🏻