Sep. 18 at 3:35 PM
$ENVX The market has completely lost faith in management. Years of broken promises, missed timelines,
$500M+ in debt/convertibles, and constant cash burn. At this point, investors are pricing in the possibility that management screws up a good technology. Hard to ignore the noise, but year-end and early 2027 should tell us everything: dicing, qualification, Korea, CEO. Then we judge.