Feb. 24 at 10:16 PM
$ENVX
Everyone’s focused on short-term noise delays, scaling challenges, timelines. But they’re missing the bigger picture. Enovix is attempting a fundamental architecture shift in lithium-ion design. Breakthrough Battery Architecture.
When they execute, this isn’t a 10% improvement story,it’s step change performance. Massive End Markets.
They’re targeting,Smartphones,Wearables,AR/VR
Laptops.Every one of these industries is power-constrained.Whoever solves battery limitations wins.The market punished ENVX for delays, but that’s exactly where opportunity comes from.
You’re not buying what they are today,you’re buying what they will become.Institutions are BUYING.Most people will wait for “proof” by then, the stock won’t be cheap. Who cares what price is today or tomorrow after the call.
The real money is made betting on execution before it’s obvious. When Enovix delivers this could be one of the most important battery stories of the decade.
The future is bright!
