F. Fourier

GenZ Belle, Nikki, Fab et Liv

[F. Fourier @fourier_f]

@LoganRoykah @DougKass @JoeSquawk @squawkbox Joe Kernen’s weakness as a news reporter is that he inserts his political bias into the news. He is not an objective reporter. He takes sides. His personal political opinion is not the story.

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@DougKass That puppy has found its new Papa!

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@DougKass Agree. @joesquack is unwatchable.

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@Sandman7591 Believe your analysis is correct ie. the recent “open RFI” has zero implications to NGSRI program.

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@mcinnes_danny @DrTJRodgers Quotes from 03Jan23 meeting. TJR is referring to the automated battery production line that they bought for Fremont Cali. that never worked in auto.

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@mcinnes_danny @DrTJRodgers Most probably would agree with the axiom “you have to spend money to make money”.
The C-suite management challenge is forecasting the right-size and timing the spend to be a credible player in the markets that they aspire to. It’s more difficult than it looks from the outside.

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@mcinnes_danny @DrTJRodgers The first smartphone production PO in 2027 remains the prize here.
Everything changes IF they can land that PO.

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@DougKass There’s nothing better than a lap full of puppies ❤️

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@DougKass Doug, Agree w/ your skeptical view of the guests on FinTV.

OK to watch the shows but, buyer-beware of their stock recommendations. Too many times they are late i.e. recommending stocks that are already up on a flagpole.

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@DougKass @hmeisler @TheStreetPro If the market is the neural network that I believe it is, it’s getting a lot of inputs that are making it very nervous.

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@bayesian_lad 2Q PR states that $15.3M revenue slipped into 3Q. Commissions may have been paid in 2Q.
Time delay between when a commission is paid and when the revenue is received could explain the variance in commission percentage in the Q reports.

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@mcinnes_danny @spenbaker Agree. Video was a distraction from their message.

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@eenLien Agree. Same page. Important not to get too narrowly focused….
Keeping our eyes open to the many other money-making investment opportunities created in the current stock market(s) every day…
while we are still playing the “waiting game”…

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@eenLien @intalia51 Your father recognised your strength. A very nice remembrance of your father.

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@eenLien Nice find, Lien.
Enovix has not said much about their Korean factories, RouteJade et ex-SolarEdge.
Enovix Senior Vice President Kihong Park, the new leader of Global Manufacturing Operations was recently promoted from Head of Korean mfg.
https://t.co/p3x6DypkJG

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@eenLien @treesandquiet Adding, drone battery power requirements are entirely different from cellphones/glasses batteries.
Drones require a sudden power surge during takeoff/acceleration that tapers off at cruise altitude.

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@eenLien @spenbaker Agree. Normal to encounter new issues when developing new processes.
Reasonable to assume that the laser-cutting issue is temporary and that $ENVX engineers have found a workable solution.

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@Foldnow1984 @WolfgangKlier On the $ENVX 4Q2025 CC: remember in the discussion of the laser cutting process it was mentioned that if their experiments with lasers did not find a solution then Plan B is to go to a die cutting process.