@rabbitHoleGoe You haven't missed anything. Partial summer bump, partial end of Iran war. A rising market lifts all stocks.
Hybrid diceing needs more time to perfect. Q1 vid showed what supplier had, not what was in stalled in Penang. It's still a 2027 story.
@kcchris6 Whole market up. End of Iran war around the corner. I'm doubtful they are sating much in those conference. Regardless, your out so you just missed out on 35%
@gordonliao1997 IF! That is the case then he should never be aloud to provide a quote for another ENVX PR. Those are the ramblings of an old man causing confusion in an already poorly communicated stock.
@CofTrev@stefanpu13@McCheeseus@AlderLaneEggs@eenLien@spenbaker@LateReaponder@doh_in This is an interesting point. Honnor may have simply needed to agree to a percentage of 0.2C which could result in slight delays. However, Raj said testing would need to be repeated if they made any changes to the manufacturing process, which includes mechanical or laser cutting.
@LateReaponder Great find from a 2023 update. It's interesting to see they were aware of testing limitations back then. It's unfortunate it took 3 years to get to this point, but I'm sure glad we are here now.
@spenbaker@Bleacherbum Bill is looking to make money for a company now, while minimizing time risk. We are invested in the company and are generally ok with the pushed timelines because we believe in the tech and story and dont need to meet quarterly performance metrics.
@spenbaker The change in the About ENVX description in the earnings post esterday is an interesting puzzle piece to add to this other description change.
@michael_mehanz@Bleacherbum@mcinnes_danny pointed out the subtle tweaks to the description as the company's path evolved over the last two years. This latest one is the first that mentions manufacturing smartphone batteries and is therefore noteworthy.
@broketrader5@Bleacherbum Each earnings is more and more important for Raj as we get closer. I'm pleased with the wording of this earnings post.
With what we've seen out of POET today I am optimistically hoping ENVX are conducting good business and respecting NDAs.
@MichelNantel Business updates, commercialization progress, operational milestones are all great things to comment on. The update to the about ENVX section leads me to believe they were successful manufacturing cell phone batteries. $ENVX
@IgorRushin@EnovixBatteries About Enovix
Enovix develops and manufactures advanced lithium-ion batteries, including proprietary silicon-anode architectures for smartphones, smart eyewear, defense, industrial and emerging edge-AI applications.
@IamBitcoinTrail@Bleacherbum Thank you for sharing and with the additional screenshot evidence.
I agree with you and hope it's for a strategic pivot to Asia for cheaper labor.
I would take any disgruntled employees post with a grain of salt. However, something too watch if we see a string if them.