Incredible Facts

Searching for incredible facts in the energy revolution. 🔋⚡️

[Incredible Facts @InsideFacts_]

@Gini_220 16

[Incredible Facts @InsideFacts_]

@spenbaker The rivalry between these two Asian giants is the best accelerator $ENVX could ask for. Leveraging that 'First to Market' pressure is a pro move by Raj. Once the 70/75 specs are fully cleared, the FOMO among OEMs could be real.

[Incredible Facts @InsideFacts_]

@spenbaker Why would $ENVX authorize an additional $75M share repurchase program if liquidity was a real issue? With $621M cash on hand, they clearly have more than enough. TD Cowen’s 'liquidity concern' narrative is completely disconnected from the actual balance sheet.

[Incredible Facts @InsideFacts_]

@spenbaker At first I didn't see the connection, but after opening the full picture I saw that Jay Wang liked it. I'm sure he wouldn't like a post about the World Congress if he didn't have something good to show there. Very interesting!

[Incredible Facts @InsideFacts_]

@spenbaker Keep in mind: Short interest is still sitting at a massive 29.2% of float (approx. 54M shares). With a 19.2% implied move, any positive surprise tonight could trigger a violent squeeze.

[Incredible Facts @InsideFacts_]

@spenbaker Great catch on Honor, Spencer. The timing with the ER tomorrow is perfect. Also, with the International Battery Seminar in Orlando coming up in March, we might get the technical deep dive (935 Wh/L) right after the MWC hype. March is looking like a massive month for $ENVX! 🔋

[Incredible Facts @InsideFacts_]

@EnovixBurner Exactly. The transition from 'R&D story' to 'high-volume manufacturing' is usually quiet until the data hits the tape. Seeing $ENVX hiring for new NPI projects in Korea today confirms the engine is running hot before tomorrow's ER. Malaysia + Korea = Scale. 🔋

[Incredible Facts @InsideFacts_]

@spenbaker Great find, Spencer! Hiring technicians for the production line is the ultimate 'on-the-ground' confirmation that Fab2 is transitioning from setup to scale. This is exactly the operational momentum we need to see before Wednesday.

[Incredible Facts @InsideFacts_]

@spenbaker Thanks Spencer! Exactly – with Fab2 ramping in Malaysia and the drone/IoT sector taking off, the 'wings' are finally getting ready. The macro structure is aligning perfectly. 🔋

[Incredible Facts @InsideFacts_]

The weekly structure reveals a clear long-term accumulation. 🕵️‍♂️📈

3-Tap pattern developing since 2024.

Tap 1: Support. Tap 2: Test. Tap 3: Potential Final Shakeout.

Watching the macro development closely. 🔋 $ENVX

[Incredible Facts @InsideFacts_]

@EnovixBatteries Great to see the progress from Fab2. The AI industry is starving for better energy density – 2026 looks like the year of the silicon revolution! 🔋🚀

[Incredible Facts @InsideFacts_]

@mcinnes_danny Interesting take on the FAT phase. Do you think the lessons learned from the Zone 3A issues are now fully integrated into the high-volume ramp-up we're seeing today? Looking forward to the Feb 25th update to see if the yield transparency has improved. $ENVX

[Incredible Facts @InsideFacts_]

@EnovixMoonshot Looking back at this in 2026, it’s amazing to see the progress. From 'designing a way' to actual high-volume manufacturing in Malaysia. Can’t wait for the Feb 25th earnings call to see the next stage of this journey! 🚀 $ENVX

[Incredible Facts @InsideFacts_]

@StockPatternPro Strongly watching the Fab2 scaling in Malaysia. High volume manufacturing is the final hurdle for $ENVX. If they nail the ramp-up this year, the 2026 outlook could be massive. Feb 25th will be a key date for all of us.