Geoff

[Geoff @Real_Mr_Geoff]

@SantiagoAuFund How do you outlast others here?

[Geoff @Real_Mr_Geoff]

@RoyMech148021 @marcuslemonis @AlderLaneEggs #dumbitdown

[Geoff @Real_Mr_Geoff]

@jeremyblaise @michel_delving @JackCambell14 I read repurchase as redeem at first... thanks

[Geoff @Real_Mr_Geoff]

@roliy23 @DavidBCollum Like $envx...

[Geoff @Real_Mr_Geoff]

@grant90029 @joceyreyes209 What is this from?

[Geoff @Real_Mr_Geoff]

@joceyreyes209 @EnovixBatteries @rajtalluri @AlderLaneEggs Agree production seems de-risked and demand is abundant. Add on top pricing power and customer-placed lines: this is what im looking for to really move the needle. Staying patient while they execute.

[Geoff @Real_Mr_Geoff]

@michel_delving @tZERO And thought it represented value appreciation vs the commentary.

[Geoff @Real_Mr_Geoff]

@michel_delving @tZERO Thought so, but seemed odd it's moving in that direction and such a large loss. Any clue as to what % of their position this represents?

[Geoff @Real_Mr_Geoff]

@michel_delving @tZERO ELI5? Reduced valuation of TZero?

[Geoff @Real_Mr_Geoff]

@brynkahrl What's your takeaway re: scalability given the transparency of Ajay's part of the call? How much confidence should we extract from it?

[Geoff @Real_Mr_Geoff]

@AlderLaneEggs @joceyreyes209 $dell, $aapl, $grmn, samsung, xiaomi.. all named and believed to be at various states of progress. Multiple qualifications in place already? Shipping for watch revenue in 2023? EV announcement in 2023?

Read the damn report.

[Jordan Raanan @JordanRaanan]

Saquon Barkley is already in the building, per source. Day 1 of training camp. #giants

[Geoff @Real_Mr_Geoff]

@BullBrezza @joceyreyes209 That is a bold whisper

[Geoff @Real_Mr_Geoff]

@joceyreyes209 @AlderLaneEggs Great pic

[Geoff @Real_Mr_Geoff]

@BlueHarbinger What does general availability actually mean though? A mass produced, non-custom battery that we expect can be retrofitted into numerous products? Anyone can buy?

[Geoff @Real_Mr_Geoff]

@EnovixBatteries What does general availability actually mean though? A mass produced, non-custom battery that we expect can be retrofitted into numerous products? Anyone can buy?

[Geoff @Real_Mr_Geoff]

@joceyreyes209 What does general availability actually mean though? A mass produced, non-custom battery that we expect can be retrofitted into numerous products? Anyone can buy?

[Geoff @Real_Mr_Geoff]

@mcinnes_danny @rajtalluri @EnovixBatteries What does the NR actually mean though? A mass produced, non-custom battery that we expect can be retrofitted into numerous products?

[Geoff @Real_Mr_Geoff]

@AlderLaneEggs What does this actually mean though? A mass produced, non-custom battery that we expect can be retrofitted into numerous products?