Agree with the overall assessment that this is a generational stock. But, Marc overlooks that founder Harrold Rust and his team INVENTED the design from thin air. Batteries are REALLY HARD to design, and it took some amazing imagination and engineering to get it to the production stage. Now they have the production and manufacturing team and place, and I think this thing will soar. In short, if this was easy and obvious, then anyone could have done it, but no one did until Harrold Rust came along. Full disclosure: he's my former classmate from Stanford and roommate, and I've seen the company since its founding some 15 years ago.
I sold at the top, couldn't care less@@Gluemn.... whats recent news tho? I haven't paid attention. I feel like AI might make them obsolete given breakthroughs on the horizon.
Been holding this from last 2 years. I saw it growing from 6$ to 32$ only to get back down. I've been dollar cost averaging since then and my current average is $16 but way more stocks now then I originally started. I buy on each major milestone/positive news more recently with military contract.
I read about Enovix back in January and looked at all the available information. Yes it’s probably going to make money, but to say it’s going to be the next Nvidia?? And I mean I have made some serious money on the stock and am staying long, but right now it’s hope they can produce and become profitable sooner than later and get to $30-60 a share. Unless they can expand this technology to EVs and home storage then yes it could turn into a truly dynamic mega cap but we’re a long way from there.
@@lionheart93 TJ Rogers was appointed executive chairman of the board in 2022. He had been personally trying trying to drag the then (2022) management by the collar to deliver, but eventually fired them and put in operational guys experienced in the semiconductor industry. No disrespect to the founders who invented this stuff in the first place - but research, development, and idea generation is a different skill to what's needed during the execution phase. They should be very proud of their accomplishments and enjoy the fruits of the labor while the new guys scale it to market to make profits. @guidedbygreen1480 I agree that presentation was solid from a technical perspective. I admired his grit. But in the investment world with so much on the line, most people don't buy into the turnaround Rocky narrative of making a plan, working super hard, and fighting against all odds. Also, Rocky didn't win. It could have been better communicated. All the better tho. Those of us who appreciated it bought in early and big (I'm one of them!) in the fist quarter of 2023.
As time has progressed and time has elapsed, based on this presentation it’s no longer a 10 bagger, but a 20 bagger I’m not knocking the technology (I’m a fan) nor Cohodes (impressive research) yet in hindsight this was painfully hypey
Since when did raising money to buy otm calls workout? Marc lost any goodwill he had from Silvergate. This is so cringy “Real good” production in Malaysia!!!!
On July 12 the stock was trading at 20.04 and today its trading at 19.75 😂. The company invented an ashtray on a motorcycle. Good luck with this one babe 😘
Agree with the overall assessment that this is a generational stock. But, Marc overlooks that founder Harrold Rust and his team INVENTED the design from thin air. Batteries are REALLY HARD to design, and it took some amazing imagination and engineering to get it to the production stage. Now they have the production and manufacturing team and place, and I think this thing will soar. In short, if this was easy and obvious, then anyone could have done it, but no one did until Harrold Rust came along. Full disclosure: he's my former classmate from Stanford and roommate, and I've seen the company since its founding some 15 years ago.
Well said.
9:36
Company is a unicorn
I sold at the top, couldn't care less@@Gluemn.... whats recent news tho? I haven't paid attention. I feel like AI might make them obsolete given breakthroughs on the horizon.
@@OVOChatgptAI is exactly why enovix will do well.
Been holding this from last 2 years. I saw it growing from 6$ to 32$ only to get back down. I've been dollar cost averaging since then and my current average is $16 but way more stocks now then I originally started. I buy on each major milestone/positive news more recently with military contract.
Happy days for you bro, up over 50% the last few days. Spewing I'm not holding, still think I will.
hold hold
Don’t feel like chasing now. But it’s a worthy buy for those taking the risk
There's no chasing here. This thing is going to 100+. You will look back and kick urself for not buying at 18-19
@@matthewcrump7255why?
Cheap now lol under $9 its a solid buy!
Enovix is the future!
HI satish, im also long enovix, do you have twitter profile ?
I read about Enovix back in January and looked at all the available information. Yes it’s probably going to make money, but to say it’s going to be the next Nvidia?? And I mean I have made some serious money on the stock and am staying long, but right now it’s hope they can produce and become profitable sooner than later and get to $30-60 a share. Unless they can expand this technology to EVs and home storage then yes it could turn into a truly dynamic mega cap but we’re a long way from there.
They are developing a silicon anode and if it works then in can used anywhere in a car or in a phone.
ENVX to the moon
Is it solar? Rechargeable?
Consumer electronics
Three sounds high to me. Penny stock is closer to reality.
First company I found when I started investing last year, why isnt this a bigger train?
previous management failed to deliver on time and the January presentation scared people.
@@bart_seavey when did tj Rodgers take over??
@@bart_seaveythe January presentation was what gave me conviction!
@@lionheart93 TJ Rogers was appointed executive chairman of the board in 2022. He had been personally trying trying to drag the then (2022) management by the collar to deliver, but eventually fired them and put in operational guys experienced in the semiconductor industry. No disrespect to the founders who invented this stuff in the first place - but research, development, and idea generation is a different skill to what's needed during the execution phase. They should be very proud of their accomplishments and enjoy the fruits of the labor while the new guys scale it to market to make profits.
@guidedbygreen1480 I agree that presentation was solid from a technical perspective. I admired his grit. But in the investment world with so much on the line, most people don't buy into the turnaround Rocky narrative of making a plan, working super hard, and fighting against all odds. Also, Rocky didn't win. It could have been better communicated. All the better tho. Those of us who appreciated it bought in early and big (I'm one of them!) in the fist quarter of 2023.
@@bart_seavey what do you think about pig farmer capital research that has been published recently?
Im in baby!
I've got 1000 shares at 12 a share.
@PierFlies No unfortunately
11 and a quarter? why is he quoting in fractions, what year is this?
Picked up $40 1/17/2025 call at $3.20, let's see if this ages well. 😂
😂😂
I bought 2025 $25 calls at $3.40 last week but i still think your calls might age well too
@@nanonerd99 why do you guys think it's going to do so well? My friend bought long calls on it also I'm thinking about it too.
@@directedbyMax what do you think about pig farmer capital research report?
“Some Elon Musk thing?” A Tesla?
As time has progressed and time has elapsed, based on this presentation it’s no longer a 10 bagger, but a 20 bagger
I’m not knocking the technology (I’m a fan) nor Cohodes (impressive research) yet in hindsight this was painfully hypey
A magnetic external battery pack? That's the innovation? Doesn't this already exist?
its the technology for the battery look it up
Nope…
I thought it was an ashtray on a motorcycle?
It's a battery that will go inside of a phone.
This aged poorly
Since when did raising money to buy otm calls workout?
Marc lost any goodwill he had from Silvergate. This is so cringy “Real good” production in Malaysia!!!!
25% up since ur comment
On July 12 the stock was trading at 20.04 and today its trading at 19.75 😂.
The company invented an ashtray on a motorcycle. Good luck with this one babe 😘
@@alphainvestminds babe are you doing okay over there? Pls respond we are all concerned about you.