Philosopher's Aside

@Hari81837991 @eenLien I am not entirely sure, but this news of yours seems to play a decisive role in today’s $ENVX rally.

@eenLien If the EU (or for that matter the rest of the world) mandates a certain level of fire-proofing/resistance in the batteries, that would be a big advantage to $ENVX

Is this +ve or -ve for $ENVX?

@BullRush__ @Defiantclient2 @QuantumScapeCo I couldn’t agree more. The TAM is truly staggering in its potential. The success of solid-state batteries will mark a monumental shift—from the age of combustion engines to the era of battery engines.

@doh_in @Defiantclient2 @QuantumScapeCo I think that in the long term being the first to achieve commercial-scale production is not too important because the TAM is important enough to have several players, however it will have to distinguish itself by technical characteristics.

$QS: @QuantumScapeCo is one press release away from more than doubling overnight. There are many milestones to look out for in 2026. Ever since Dr. Siva Sivaram took over as CEO, the company has always met their guidance. ✅

@WolfgangKlier @spenbaker Thanks for these fascinating discussions!

@spenbaker so that a mechanical tool can then separate the components without the thermal damage (micro-fusing) you were rightly concerned about earlier. This confirms the pivot to solve the Zone 1 bottleneck for HVM. Glad we are now looking at the same document!

$ENVX I tried to clarify the technical details with @SpenceBaker, but it seems I've been blocked or my replies were deleted. I stand by my analysis: Patent US 2026/0066354 A1 confirms the Hybrid-Dicing solution. Moving on. $ENVX

@eenLien As an ENVX fan, I feel guilty saying this, but $SLDP may rally toward the end of this month. Its pilot line SAT wasn’t finished last year as promised, causing a sharp decline, but its completion is likely to be announced by the end of this month.

$ENVX 🧐❓

@eenLien @fourier_f At that time, I was still only observing ENVX. About half a year later, I finally began to take on a meaningful position. Yet looking back now, I feel I moved too early.

@fourier_f I just came across this photo by chance. There wasn't really any intention behind it, but I'm happy to see everyone, new and old faces ☺️

December 2023 - Who’s still here? ☺️

$ENVX $AMPX I am curious about how this big deal between the US Army and Anduril will drive up demand for batteries used in drones and other military equipment. x.com/business/statu…

@SailingExplore @eenLien @AlperenMic83107 @grok To be precise, $ENVX AI-1 delivers a cycle life of over 1,000 cycles under a combination of 0.2C (2%) and 0.7C (98%), but it falls short of 1,000 cycles at a continuous 0.7C (100%) discharge rate.

@doh_in @eenLien @AlperenMic83107 @grok Thanks, ENVX batteries are real good. We have 1000 cycles 100 DOD at 0.2C.

$ENVX If you let people sleep for 2 hours instead of the usual 8, can you estimate their future lifespan based on their cortisol levels? Current tests for graphite batteries indicate that they can. They accelerate normal wear and tear to quickly identify weaknesses. But what if you compare a bodybuilder to an average person? High-intensity exercise already leads to elevated cortisol levels... This is the hurdle Enovix now faces. The test results of this powerhouse battery are being compared with those of the average version.

@SailingExplore @eenLien @AlperenMic83107 @grok Due to the 300% expansion of silicon anodes, the Depth of Discharge (DOD) also impacts cycle life significantly. For instance, the cycle life of 300 cycles at 100% DOD increases more than twofold to 700 cycles at 70% DOD. Refer to Amprius for this correlation.

@eenLien @AlperenMic83107 Ok, but for envx to make drone batteries , they need to be able to run at more than 0.7C ?because most drone batteries last less than an hour, which is 1C.Am i missing something here @grok

@spenbaker It is significant for $ENVX to receive coverage from major investment banks. On Wall Street, institutions such as J P Morgan and Bank of America are classified as 'Tier 1,' and they are known for maintaining a conservative stance on ratings and price targets.

$envx BoA analyst report 👇

@stefanpu13 @spenbaker @notcryptonative Cycle life also seems to vary greatly depending on the depth of discharge (DOD). Amprius’s official website distinguishes between cycle life at 100% DOD and at 70% DOD, and it indicates that at 70% DOD, the cycle life more than doubles.

@spenbaker @doh_in @notcryptonative ...getting a waiver, but it misleading to say that these test were primarily designed for the type of the battery. They are mainly designed for the way the phone is used. So, waiver, very unlikely, adapted testing protocol has some chance because this is cycle life testing.

$envx I see no reason to fret about grandiose claims of superior battery performance from Chinese companies. Some on here are saying Honor doesn’t need Envx, blithely claiming that their own battery tech is just as good For one thing, Europe and US will increasingly put restrictions on Chinese batteries (for example, the recent Buy EU policy). While Chinese phone makers like Honor often provide physically larger batteries than Western competitors, independent tests show their real-world performance often falls short of advertised longevity Honor has historically claimed 2 days of battery life for models like the Honor 7, though independent reviewers found they struggled to get 1.5 days under normal use While large energy capacities are common, poor software optimisation can lead to high standby drain. Tests on the Honor 8 Pro showed 8–9% battery loss overnight despite being in Doze mode Both Huawei and Honor have faced accusations of using performance test modes that artificially boost scores in benchmark apps, producing results that do not reflect everyday usage

@Richard_X_Roe @InvestyMan @MarketMused Hi Richard, after all those years of relentlessly spreading FUD about ENVX, have you now turned your attacks on AMPX as well, determined to mislead unsuspecting investors yet again?

@InvestyMan @MarketMused If you can't find it in a store, it is not real. I do have a report of a 504 Wh/L, 1,321 Wh/L SiMaxx cell - Amprius RD1039-R49- published by Mobile Power Solutions in March 2023. But to get those densities, the discharge rate was just 0.1C - that is, inappropriate for drones.

Great financial breakdown. Now add in the actual battery performance: $QS: ~301 Wh/kg (Still in prototype phase) $ENVX: ~258 - 341 Wh/kg (341.8 Wh/kg in internal testing) $AMPX: ~450-500 Wh/kg (Commercially available) $AMPX is the clear winner on all fronts. 🥇

@InvestyMan @MarketMused SiMaxx is manufactured using nanowire technology. But the technological overview has since been removed, reflecting the fact that nanowire technology has yet to achieve automated mass production. The graphic below illustrates the nanowire architecture from the previous site.

@InvestyMan @MarketMused Under former CEO Kang Sun, SiMaxx’s datasheet was available on the official website. However, under new CEO Tom, the company shifted its focus from the less commercial SiMaxx to the more lucrative SiCore, and the SiMaxx datasheet disappeared from the site.

@InvestyMan @MarketMused AMPX produces two battery platforms: SiCore and SiMaxx. The industry-leading performance—boasting an energy density of 520Wh/kg (1,300Wh/L)—belongs to the SiMaxx. But it has yet to reach the economies of scale required for commercial profitability.

@MarketMused Adding context. $ENVX is at 800 cycles on their 950 Wh/l battery (they want to reach 1000 cylces). $AMPX has a more dense battery available but for sure with a lower battery cycle. Haven´t found detailed info on the 520Wh/Kg (1150 Wh/l) battery yet. ir.enovix.com/node/12876/pdf

@stefanpu13 @notcryptonative @spenbaker I think T J and Raj did not intentionally mislead us last summer. Rather, they may have underestimated the magnitude of the challenges involved. In this regard, they have yet to prove themselves as seasoned battery experts, and uncertainties persist regarding ENVX future.

@notcryptonative @spenbaker That was disastrous, they used it to raise some money. Alienated a lot retail with that move. If they ever succeed, a new, much bigger crop of retail will show up.

@InvestyMan @MarketMused ---> correction: ENVX is at 1,000 cycles on their 935 Wh/L battery, though 1,000 cycles have not yet been confirmed.

@spenbaker On energy density alone, AMPX has already reached approximately 1,300 Wh/L. However, transitioning such ultra-high-density batteries from the lab to fully automated, mass-scale production remains a distinct challenge.

$envx

@InvestyMan @MarketMused @Richard_X_Roe As the saying goes, "bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Right now, sentiment around $ENVX lies somewhere between pessimism and skepticism, while sentiment toward $AMPX falls between optimism and euphoria.

@MarketMused @Richard_X_Roe Depends on your investment profile. I think it's a good time to get into $ENVX but you need patience and accept risk. Share price at bottom for a reason - didn't deliver as promised so far! It's about risk vs reward. Invest in next gen battery industry makes sense in general.

@spenbaker @wert125125 @Help3535 Drone batteries vary by purpose, and $AMPX excels at small‑batch, multi‑variety production. Even orders of hundreds are accepted by AMPX, but $ENVX specializes in large‑scale, limited‑variety manufacturing. ENVX would only take orders of at least tens of thousands.

@spenbaker @wert125125 @Help3535 I agree with Spencer. Large companies such as Apple and Amazon maintain diversified supply chains to ensure a stable supply of components. They source from at least three different battery manufacturers.

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