Dec. 24 at 8:55 PM
Apparently @stevessf pouring AI slops to fake as a battery "expert".
Even
$ENVX never hyped thickness as a criteria to land any phone PO.
Swelling / safety, high density, fast charging, and long cycles -- these are 4 points even F-grade executive Raj Talluri kept repeating since he took the position in 2023. But NEVER thickness!
Reality is EX-1M failed in density and then AI-1 failed in 1k cycles test. If 3rd samples failed, it could be a done deal for Honor to ditch wasting time with any further ENVX sampling. That won't take ENVX to bankruptcy btw, as AR/VR would be still a tiny market. Stock to trade in low single digits.