The good thing is that they are being fully transparent. take the knowledge and use it to buy more. They are executing upon the business in a very proficient manner.

I am not an investor in this stock. Why did this video make "everything much worse?"

How is less information better for shareholders ? Transparency is key GO RAJ !!!!!

Just bought 1 more share. I now have 6. Lfg ENVX

@@brianborkowski5977There was a news hit piece strategically dropped at 3:25 today that created the drop. It was about the Fremont, Ca layoffs. Was already talked about 4 months ago in last earnings

This isn't a candy factory bro

There’s at home tootsie roll recipes I can send you. ENVX unfortunately hasn’t sent anything the food network yet so you’ll have to wait for the battery recipe

It seems the primary goal of the talk was to clear up confusion around the customer interest for EX1M. In the past few days, the general sentiment was that customers were not impressed and would wait for EX2M. I was a bit surprised that Raj mentions he expects EX1M batteries to be in already in 2025. What is unclear to me at the moment is whether Gen2 starts producing EX1M directly or with EX1. I hope the former. Also, if they think that new product quals are (way) faster based on the experience gained/relationship built, i'd wonder why it should take this long for EX1M as Enovix must have already provided EX1 samples (produced by Agility line) waay earlier. They used to show a diagram illustrating the qual phase of the battery at different vendors already 1 year back. Imo that should come back if they intend to improve communication clarity.

Where do you get your info that customers were not impressed with EX1M?

​@@LawBoy219-wi5wscustomers are very impressed with ex1m, a retail investor named Greg Reyes instilled confusion into the markets which instilled fear. It was all fake news.

@@Daiyve you are very short term orientated. think in terms of expected value. 10% of times it 20x at 10 per share. 90% it fails. expected value is not 0 in this case but 2x.

@@tassv5909I’d argue the probability of failure is materially lower than 90%

Both. They are still on track to begin producing samples at Fab 2 in April. Once these samples are produced, these batteries will immediately undergo internal testing to their customers requirements. Once they pass testing, they will be shipped products to the customer in Q2.

I increased my investment by 45% at $7.3/share, I believe will not going lower then $7/share if it goes lower I will purchase more, last year I made a fortune on this stock

They’ll prove you wrong

@@leigarcia8856 I truly hope so, this technology deserves to have a future. But the slow pace is a concern and it feels like they are more concerned about positioning the business as an acquisition target rather than forging ahead into bulk production. Maybe as investors we shouldn’t be concerned which outcome arrives first, as long as one does happen.

It's not a meme, it's a battery company with real revolutionary technology that is actually being scaled by seasoned, reputable veterans.

All the zones aren't finished, first samples from new fab2 expected mid April. The batteries made have only come from fab1 so far.

The same way you invest all public companies....

@@toknnomad1424 I’ve never invested in any of them , would not know where to start.

Open an account with a brokerage that will allow you to buy and sell USA equities. This company uses the ticker ENVX on the NASDAQ - these are the shares you would buy, if you decide to invest in Enovix. Not financial advice.

@@PhatChin thanks.

How did you hear about this company?

Only delay that matters is to the Agility line where the samples are going to be made, which is on track. The main manufacturing line can be 1 month behind & it would have no impact to timeline going forward.

hopefully not 6$ a share but would be another great buying opportunity

"They will be stealing the IP at every chance" - Just curious: How would a steal like that come about?

i agree

It's hard to scale this, this isn't easy. The easy part comparatively to scaling was actually inventing the technology. Even if China somehow steals the IP Good luck building the equipment and the know-how to get scale this.

I think this is an opportunity.

@@Daiyve well don't care if it goes to even below 1$ for now. It will go up and up at some point.

Nice Marc! I think your current assessment of the Enovix investment thesis is spot on. Love the transparency the company provides with their frequent progress updates. Appreciate the fact they don't leave their investors in the dark.

Don't get shaken out

Check back in April-may timeframe is when I expect them to start sampling off of their new factory line in Malaysia.

Exactly. This 'look! squirrel!' sounds like high quality tap dancing to me.