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Personally, I would have given her a bloody ear.
$ENVX @joceyreyes209 this article has to be a plant by a short uploadvr.com/apple-next-gen…
$ENVX @joceyreyes209 new short interest out. It only went down by 2 million shares. There are still 42 mil short. I can smell their burning fur. nasdaq.com/market-activit…
$ENVX @joceyreyes209 I’d say this is going to be ENVX.
I once met a guy who really had "made it" on Wall Street. The guy had a multi hundred million net worth, flew around the world on his G5. We had lunch at the Harvard Club in NY around 2000. He said, "Fred, do you know how I got so rich? It was really just one trade". "When…
WARNING: Disturbing content. Newly released video shows women kidnapped from the IDF Nahal Oz base to the Gaza Strip on October 7. Terrorists can be heard saying “you are so beautiful” and “these are the girls that can get pregnant.” @BariWeiss, 100 days after October 7: “For…
(TRIGGER WARNING) A video of the instances in which female IDF observers were kidnapped from the IDF Nahal Oz base to the Gaza Strip on October 7 was published on Wednesday evening. Read more: jpost.com/breaking-news/…
$ENVX @joceyreyes209 @mcinnes_danny Following up on the shorts are nuts thesis, this is going to be life changing for all of the investors who can hold through the volatility. ENVX is going to end up with 90% of the cell phone market. Call it a billion units at $14 each, all at…
$ENVX @joceyreyes209 and that’s with 2-3% of the cell phone market. They are going to end up with 90%.
$ENVX … 👀 This is the unit economics model Steve used to come up with a $30 price target using a conservative multiple of only 25. The company will be meeting with a number of investors beginning next week. I can guarantee you that this will get the attention of investors.
$ENVX @joceyreyes209 it is going to take a LONG TIME to cover 42 mil shares.
$envx @joceyreyes209 bottoms in unloved stocks don’t happen by buyers buying. They happen when shorts start to cover. Odds are in a couple of years these prices will be considered insane.
$ENVX shorts got greedy. Short interest up again with the stock at these lows. At some point this will be a sight to behold. nasdaq.com/market-activit…
$ENVX I don’t think there’s a lot Raj can say about customer engagement beyond what he’s said. Stocks never do what you want when you expect it. Clearly, we all bought too early. One day it is going to take off, and trying to pick that time is impossible. I actually bought more…
$ENVX …. Solid take! I for one share Steve’s sentiments.
$ENVX @joceyreyes209 Greg is that you who just bought 1,000 June ‘25 12 calls for $3.30. That’s a nice bet!
$ENVX @joceyreyes209 One day this year the chart of ENVX will look like today’s chart of DWAC. The market just has to believe ENVX Can produce at scale.
In a few years today’s prices will show this period to be an egregious example of market inefficiency.
$ENVX … 👀 Enovix material agnostic strategy allows them to take advantage of new materials. I anticipate similar announcements in cathode and electrolyte materials. Couple this with the investments that they are making in machine learning to model real world performance 🔥
WAPO reporter doubles down: You didn’t say that you condemn white supremacy though. She immediately regrets it. @VivekGRamaswamy isn’t going to play the game.
The thing is once they prove scalability, they are going to find a way to have enough lines to satisfy demand of all the cell phone companies. The market will start discounting at those kind of revenue numbers.
$ENVX …. I have recently had a number of conversations with folks about how Enovix should be valued. IMHO Enovix’s valuation pivots on the assumption that Gen2 works and can produce north of 10M units per year per line with yields in the high 90’s and gross margins in the 50%…
$ENVX …. I have recently had a number of conversations with folks about how Enovix should be valued. IMHO Enovix’s valuation pivots on the assumption that Gen2 works and can produce north of 10M units per year per line with yields in the high 90’s and gross margins in the 50%…
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