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 closer then ever to mass production and stock is at its lowest. Will continue to add on dips. They are so close to tapping into their massive TAM. The stock market is irrational and fear can take over if you let it. Time and patience. The delays and macro conditions have given investors a chance to load up at depressed levels. Shorts, keep shorting, you will be fuel for an irrational run upward Q4. We will be approaching $20 by the end of the year. Call me crazy, but there are huge catalysts due to be announced Q4. I’ll be patient either way.

$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 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 to be honest and transparent, this board has made me want to sell a few times with the perma bulls and people looking deep into things that mean nothing. I appreciated a few post last night from two people that were level headed and helped me hold. The media knows how to draw retail into growth stories to profit off their “get rich quick” mentality, I feared this was one when I see people in here trying to make money overnight. Truth is enovix very well could fail, hence the price now. They could also make it big. What keeps me here is the last two hires being extremely vetted and experienced executives. Elders in the field, they don’t join sinking ships. Second what keeps me here, is more then one avenue of revenue not just cell phones. Lastly, there is plenty of positive news to be released before any risk of bankruptcy to pump price. Such as new CEO, insider buys, name of company for 50,000 eyewear deal, continued expansion with drone batteries.

$ENVX I’m LONG,and at this point I’m done sitting around staring at the sp all day. I’ve done the research,looked at the technology,TAM,customers,manufacturing challenges,cash position,risks and the potential upside,and I’m confident enough in my thesis to let the company execute. Right now,the market is punishing it for execution/scaling issues,uncertainty and small cap sentiment.That’s the market’s job.My job is to decide whether I believe the long term thesis is still intact.I do. So I’m putting this one in the drawer for now.I’m going to spend my time with my loved ones,enjoy my life,and stop letting a constantly changing number on a screen dictate my mood.I’ll check back in around quarterly earnings, meaningful PRs,customer developments or other material company updates. I’m not investing for tomorrow’s candle.I’m investing for what this company could become if it solves the scaling problem and successfully commercializes the technology. Set it.Forget it.Let Enovix execute.🔋

$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 The real test isn’t what Stocktwits is saying tonight. The real test is what happens between now and the next several manufacturing milestones. If Enovix gets mechanical dicing running, substantially improves UPH, maintains/improves yield, progresses the smartphone qualification, and continues growing Korea/eyewear revenue, then today’s $3 price could look disconnected from the business that emerges. If it repeatedly misses those milestones, then the “Fiskered” argument becomes much more credible. I would not call Enovix dead. I’d call it a highly distressed, execution dependent company sitting at a critical inflection point. The stock price is telling you the market has very little patience left, not that Enovix has run out of a path to succeed. I think they make it, but the next manufacturing milestones are what will determine whether that belief is justified.

$ENVX to those who didn’t ride enph up with me. Rodger’s has a history of success in turnarounds and putting his money where his mouth is.

$ENVX Lots of insane FUD posts lately from the paid bears, and some reasonable bearish perspectives. Don't let the share price scare you into thinking it's over. Enovix is in the midst of scaling their team, and their facilities, to meet customer demand across several segments. I'm as disappointed in the delays as anyone else, but I'm not foolish and won't buy into the constant nonsense spewed by the short seller's FUD army. The tech, the team, the job postings, the current state of affairs - the West needs a non-Chinese battery supplier, and the only conclusion I’m compelled to draw is: buy more.

$ENVX I added a bit here seeing that $EOSE and $QS are testing recent lows. Sector is due for a rebound.

$ENVX still here. Not happy with where we are at - Raj was a big mistake and did not communicate the issues the company was facing with production. He fooled TJ into hiring him and putting the focus on the R&D results in battery improvements as a deflection where TJ took his eye of the ball of actual production. Can the UPH in the dicing be met, yes, but at a staggering cost for laser equipment. The old school method can meet the dicing requirement but its slow and they need quite a few manual machines to achieve. Their best approach would be to get a large order with a discounted payment upfront to expedite the acquisition of more machines. They have working batteries the world needs but the issue is production - they will find a way to achieve it - the market requires a revamp in batteries so it will happen. Acquiring a few more shares down here - Q1 27’ will be their moment of truth.

$ENVX im down 6 figures on this and I wouldn’t DCA if my life depending on it. Nobody is buying this even at these levels until something gets proven. They sold us warrants without telling us manufacturing issues then diluted and just riding all that cash out like they don’t even care

$ENVX They mentioned getting the Honor qualification finished by the end of the year. Maybe they can surprise us with an early timeline for once?!? 😂

$ENVX Well, well, well... that’s a good start +4% ! Where did all the comments from the bears go? Oh, I forgot: I blocked them.

$ENVX I really dont care who the CEO is.....I care about the production RAMP.....DR. MICHAEL VYVODA....hired during the summer 7/29/2026

$ENVX Please, even a small insider purchase would show us that you’re alive and still believe in the company.

$ENVX This was always a high risk play. Just glad I sold last year. I think the company is heading for bankruptcy.

$ENVX I don't know how low this will go (or if I nailed the bottom), but they exercised all of the outstanding warrants this year and have plenty of cash to get them to profitable production. Good luck to Bulls and shorties can suck it.

$ENVX This Reuters piece is quietly bullish for Enovix. Seligman Ventures just doubled deployable capital to $1B, specifically targeting capital-intensive AI hardware, power, connectivity and physical infrastructure. That matters because the market has spent years rewarding software while heavily discounting hardware companies with high upfront capex and long manufacturing ramps. Enovix sits directly in that hard-tech category. This is NOT an ENVX-specific investment announcement. But it shows institutional capital is moving back toward the physical bottlenecks behind AI, drones, robotics, wearables and edge devices. If ENVX executes on manufacturing and converts demand into volume, this shift in capital allocation could matter a lot for valuation.