New Enovix CEO: "None of this should have happened. Any of my teams from my old companies could have designed a way to do this totally fast." $ENVX #ToTheMoon 🚀🚀🚀 https://t.co/zMjQbfBFoj
$ENVX … My wife just asked me if I do anything other then tweet about Enovix. I said … not much. I told her that since being the CEO of Brocade, I have never come across a company that has a better opportunity to be an industry powerhouse. With Raj on board … it reminds me …
Of when I joined Brocade. The similarities are uncanny. Within two years of becoming CEO Brocade had an $800 share price and 90% market share. I believe a similar fat awaits Enovix and Raj. I am confident that he will hit the cover off the ball and the ball out of the park.
If I am completely honest with myself, Enovix checks more boxes then Brocade did at the time. Next week is a big week for Enovix and Raj … stay tuned. If you doubt anything I have said … ask Marc @AlderLaneEggs he was there.
@joceyreyes209 I just don't know why so many don't see what we see in Enovix. In 2 yrs if you're not using Enovix w/BrakeFlow who's gonna want your device? You'll be obsolete. The big caps know this. I've bet big since Jan 3 and like Marc my conviction level is characterized as "extreme."
@Constan11181309 I think the customers see it. That’s why 78 are qualifying the product … which is no small effort on their part. Harrold was the problem. Shitty leadership and no experience scaling. Raj and Ajay are going to turn Enovix into a monster.
$ENVX the list of companies that tried (and ultimately failed) to emulate QUALCOMM’S Snapdragon processor is long and distinguished. Enovix has the guy who led that business and grew it to $7.9B. LET THAT SINK IN! @AlderLaneEggs@joceyreyes209
@AlderLaneEggs@TylerHardt @sandiegosam @joceyreyes209 I have a sneaking suspicion that @rajtalluri and Ajay have been quietly running Gen2 mockup line in Malaysia for awhile testing new machines and perfecting automation process. I'm sure that's why Ajay is over there. Should be interesting as news comes out 🚀 🚀 🚀 $ENVX
$ENVX …. is on the East Coast meeting w investors. Monday, 3/13 Boston NDR with Canaccord, 3/14 NYC - Loop Capital Conference, 3/15 NYC - JPM Conference. 3/15 – Broker Group Dinner ….. I WOULDN’T BE SURPRISED IF STOCK GETS RERATED AS FOLKS REALIZE MFG CAN SCALE. @AlderLaneEggs
2/6
So, did the Q4 cc tell us more about the likelihood of Gen2 succeeding? The overall vibe was way better and Raj/team did a great job but what about the detail?
TBH I didn't expect to be so +ve so soon after the collapse, but I am & here's the main (but not only) reason why.
@mcinnes_danny @Enovix3D So do I
Curious to see the next short interest report, 18 mio shares short is not nothing, if the stock has a run this could trigger a nice squeeze