ENVX Enovix Corp

$ENVX I am a long-suffering ENVX shareholder, and while I understand the significant decline in the stock price and believe the company deserves criticism for some of its shortcomings, I have not lost faith in its long-term potential. Despite the challenges and setbacks ENVX has faced, I remain hopeful and continue to support the company and root for its success. I also hope that, through strong execution and meaningful achievements in the near future, ENVX can prove its critics wrong and put pressure on the short sellers by delivering results that demonstrate the true value of its technology, products, and business.

$ENVX Enovix is not an AI stock, but I believe it has 8–10x potential over the next 12 months. My thesis is mainly built around drones and defense. I live in a country next to Ukraine, so I can see how quickly drone warfare is becoming a permanent part of modern conflict. I wrote about this back in September, and since then I’ve gone through almost everything I could find, including the latest obscure Malaysian forums. The drone pipeline is already $150M, the total defense/drone/industrial pipeline is $216M, and part of that has now turned into a real 100,000-battery order. In kamikaze drones, the battery is effectively a consumable: every drone used creates new replacement demand. The smartphone battery is coming too. It is built and currently being validated. In 13 years of trading, this is only the second stock I’ve decided to build as a long-term position. The first was Palantir. And with more than 50 million shares sold short and roughly 6–9 days to cover.

$ENVX Buy dips. When company reports Q3, Q4 guidance will be much higher than expected. GLTA

$ENVX is potentially forming an inverse head and shoulders pattern on the 30-minute chart, with the right shoulder developing around $2.60. If we reclaim $2.65, followed by $2.70, a confirmed breakout above $2.76 with strong volume could validate the pattern and put the $3.10–$3.20 zone in play as the next technical target. Watching closely for confirmation. 👀

$ENVX 100,000 BATTERY UNITS. REAL PURCHASE ORDER. REAL COMMERCIAL PROGRESS. Enovix just announced a purchase order for 100,000 battery units from a multinational dual-use drone systems provider, with deliveries scheduled for H1 2027 from its South Korea facility. This is what progress looks like. 🇺🇸 Advanced battery technology with strategic applications 🚁 Drone and defense markets opening new revenue opportunities 🏭 South Korea facility moving toward commercial deliveries 📈 Potential for follow-on orders after initial deployment 📱 And mobile remains the massive long term opportunity! The drone business doesn’t have to replace the smartphone opportunity,it can help build commercial momentum while Enovix continues pursuing mobile commercialization. The market is focused on today’s share price. Long term investors are watching execution, customer adoption, production scale and what this technology could become. The story is still unfolding.

$ENVX It is a much different game when you wait for smartphone qualification and Zone 1 improvement while having more than $200M in the pipeline, as it gives a huge amount of breathing room.

$ENVX This shift in focus makes it seem more and more like Raj was pushed out. His stubborn refusal to look beyond cell phones almost cost the company its survival, bringing it close to total collapse. A true leader needs to see the bigger picture and capture profit wherever opportunities arise.

$ENVX TJ , if the bench is as strong as you claim, let’s see that confidence backed by ACTION. If insiders are confident in scaling, step up and buy shares with your own hard earned money just like the rest of us had to. Ryan B., Samira, Michael V., and yes, TJ you too. At prices this cheap, why not put your own money behind the story? Not stock grants. Open market purchases. Strong bench? Confidence in scaling? Back it up. Step up and BUY!!!

$ENVX will be a diamond in the rough. Stock Markets will continue to go down. This has to many catalysts. Shorts will help fuel it. Against the grain, this will head north.

$ENVX Really interesting that Raj's son is still actively involved with the company. 🤔 #bullish

$ENVX let’s get the name and of the California tech company buying 50,000 batteries for glasses next!

$ENVX What’s happening right now is completely absurd. Fundamentally, this stock has no business trading at these levels, especially after all the recent positive news. The whole thing is ridiculous. I bought my final batch at $2.37. Kill switch at $1. See you at earnings.

$ENVX Bought 3k shares this morning. The latest news with the sila guy gives me confidence that they are well on their way to figuring out the issues and gearing for production.

$ENVX 📝 Enovix Corporation announced a purchase order for 100,000 battery units from a multinational provider of dual-use drone systems, with deliveries scheduled in the first half of 2027 from its South Korea facility. Timely market event

$ENVX just recruited a top battery engineer from Sila who spent 7 years as Battery Engineering Lead at Google, now joining as Sr. Director of Applications Engineering. Add Enovix’s presence at AUSA 2026, and there are some encouraging signs behind the scenes. Honestly, this doesn’t sound like the kind of experienced battery engineer who would leave Sila to jump aboard a sinking ship. Smart people look at opportunities, technology, and long term potential. Now it’s about execution, scaling production, and turning that potential into revenue. The market may be skeptical, but the story is far from over!

$ENVX curious to see what they came up with to reduce cost. Sounds like they finally have their head out of their asses with Raj out of the picture.

$ENVX I bailed on this, but Like that hot but crazy ex-girlfriend, I’m thinking about renewing my relationship. Growing revenues, earning beats and an actual product. For $2.50 a cheap date. What could possibly go wrong

$ENVX great update. Love that this co can be great on eyewear and military alone. Still the best battery tech in the world. Still has the best product roadmap. Love they prereleased so q3 call emphasis can be on the smartphone business and updates. Enovix ALWAYS saves positive news for the call.. first time they prerelease to my knowledge so Im expecting something huge. TJ not messing around anymore. Shorts on notice. Long and strong.

$ENVX share price means absolutely nothing if you’re investing in what this company could become over the next 5–10 years. The only things that matter are execution, scaling production, customer adoption, and revenue. The market can price ENVX at $2 today, but it cannot determine what this company will be worth if management delivers. TAM is HUGE! PAYtience! Long and 💪

$ENVX for 1 hour flight in drones i don't think we are talking about 100,000 batteries but rather units - do we know how many batteries are in a drone unit? a unit could sell between $50-$100 so the Q1 2027 revenue could be a nice chunk - long way to go, but batteries out of testing-qualification-production-sale is the direction i like to see - lets see if they can build more sales on the momentum.