Piotr

[Piotr @77ezone]

@TheTape_TNM $ENVX This sharp reversal looks like potential short covering. With roughly 53M shares sold short (~27.7% of the float), shorts may be rushing to close positions after yesterday’s selloff. The sudden buying pressure is hard to ignore. Could a #shortsqueeze be starting?

[Piotr @77ezone]

$ENVX 🚀🚀🚀

[Enovix Corporation @EnovixBatteries]

Enovix Announces Q3’26 Revenue $11.0 Million Up 38% Year/Year
Read the press release: https://t.co/JK3KkRnroO

[Piotr @77ezone]

@robinivski @HuxleyHawke Calling it a “battery concept that didn’t work” is factually wrong. Enovix is already shipping commercial AI-1 cells, recognizing revenue and has a 50,000-unit order. Manufacturing scale-up is a valid concern. Claiming the battery doesn’t work isn’t.

[Piotr @77ezone]

@spnakr007 @EnovixBatteries $ENVX Enovix SEC filings → Tier-1 laptop design win → funded product development → official Enovix presentation features the Dell XPS 13 → independent industry sources point to a planned Dell laptop using an Enovix battery.

[Piotr @77ezone]

$ENVX — key catalysts into year-end 2026:

• Sep 30 — Q3 close / smart-eyewear ramp
• Nov — expected Q3 earnings
• Q4 — final smartphone cycle-life test + AI-2 / 2nd OEM updates
• By Dec 31 — expected final test completion

Watching for qualification + production order.

[Piotr @77ezone]

@spnakr007 @TenergyOfficial Wild speculation: could $ENVX be inside the new $SNAP SPECS?

Enovix has a Tier-1 smart-eyewear customer ramping in 2026. ENVX has also repeatedly benchmarked Snap batteries.

No confirmation — but the timing is very interesting.

[Piotr @77ezone]

@spenbaker Great find. I dug into Re:Build’s Performance pack specs and it gets even more interesting:

11.05Ah / 5C / 144.5×52mm — exactly matching MX1-B01’s key specs.

Their 8S1P pack is 27.2V / 300.56Wh = 8 × 3.4V cells.

This looks a lot like an MX1-B01 fingerprint. 👀 $ENVX

[Piotr @77ezone]

$ENVX speculation
Could Tenergy’s new Enovix MX1-B01 pack target AeroVironment VAPOR CLE?

VAPOR CLE uses SA08 cells. MX1-B01 has nearly identical dimensions/specs and is marketed as a drop-in UAV cell.

VAPOR CLE = U.S. Army $14.6M production contract.

VERY interesting. $AVAV

[Piotr @77ezone]

$ENVX — fresh Penang signal today.

New Principal Equipment Engineer role calls for:

“continuous support to production”
“Support 24/7 production scale up”
supplier machine buyoff
in-house commissioning

That’s not idle-factory language.
Fab2 ramp looks very active. #ENVX #Enovix

[Piotr @77ezone]

$ENVX

Institutional positioning is getting interesting:

• CalSTRS: +429%
• Marshall Wace: +1,276%
• Citadel: +103%
• Bank of America: +87%
• Tudor: +36%
• Goldman Sachs: +23%
• Connor Clark & Lunn: +11%
• Deutsche Bank: +9.5%
• Sixth Street: NEW ~1.65M-share position

[Piotr @77ezone]

@spenbaker The timing is definitely interesting.

Friday: Honor meeting.
Monday: R&D → HVM scale-up role.
Tuesday: customer forecasts, audits, mass-production release & volume ramp.
Today: 24/7 production scale-up + new machine commissioning.

Coincidence? Maybe. Worth watching. $ENVX

[Piotr @77ezone]

@spenbaker Good catch.

This lines up with Enovix’s stated Fab2 bottleneck: dicing.

They’re hiring in Penang for equipment qualification, production scale-up & 24/7 support, while key mechanical dicing steps are expected around year-end — perhaps sooner?

$ENVX

[Piotr @77ezone]

$ENVX Enovix 👀

CalSTRS increased its position by 429% to ~1.34M shares.

And it’s not alone:

BlackRock ↑
Morgan Stanley ↑
State Street ↑
Geode ↑

Big institutional money has been accumulating $ENVX.

Worth watching. 🔋

[Piotr @77ezone]

And this is the part worth watching 👇

🇺🇸 TAA compliant NOW
🇺🇸 NDAA compliance targeted for 2027
📈 Customers are asking for deliveries “at scale.”

Korea → drones → U.S. defense supply chain.

$ENVX 🔋🇺🇸🇰🇷

[Piotr @77ezone]

$ENVX 👀

Yahoo Finance yesterday:

Enovix is DOUBLING drone battery capacity in Korea → ~1M cells/year.

🇰🇷 Korea pipeline: $183M
🚁 Drone opportunities: $100M+
🇺🇸 TAA compliant now
🇺🇸 NDAA targeted 2027

Customers want supply “at scale.” 🔋

https://t.co/kgvTYu3oeB

[Piotr @77ezone]

$ENVX 👀

May: U.S.–Korea drone alliance.
Aug: Pentagon launches Drone Marketplace.
6 days later: Enovix DOUBLES drone battery capacity in Korea due to demand “at scale.”

TAA compliant now. NDAA targeted for 2027. $100M+ drone pipeline.

Coincidence? 🔋🇺🇸🇰🇷

[Piotr @77ezone]

@spenbaker This isn’t speculative hiring. $ENVX already has commercial smart-eyewear production and smartphone builds. A Production Manager responsible for forecasts, audits, yield and ramp means Fab2 is preparing for scale. Something significant is coming.

[Piotr @77ezone]

$ENVX speculation 👀

Honor is reportedly preparing a compact ~8” gaming tablet with a very large battery.

ENVX confirmed Honor gave it a next-gen device form factor, while qualifying its 100% silicon anode.

Could they be connected? No proof yet — but worth watching.

$ENVX