Alright, let’s go through the facts. First of all…
August 10, 2021 – Enovix books an order with a “california based technology leader focused initially on the wearable device space”.
May 3, 2022 – Enovix announces smartwatch battery order. “While we’re excited about this order, we believe it may ultimately lead to opportunities across multiple categories within their vast portfolio of products”
Continue reading “I’m telling you. It’s Apple.”
So yeah, word on the street is that they’re going to use the warrant proceeds to fund a bigger fab 2 and will announce something big at CES. Let’s only hope.
So you’d like to get into this stock. Where do you start?
Check out The bullish case for ENVX / Enovix to get a good primer on why we like the stock.
If you happen to own warrants, check out the Warrant math post to get an idea of how warrants work.
Reading these two posts should get you up to speed so you aren’t wondering why I talk about Apple so much.
A case for $ENVX:
If you already know what Enovix is and what they’re out to do, you can skip to SECTION II.
Now that $ENVX has published information about their merger and I’m fully invested into my positions, I bring everyone my DD here.
Continue reading “The bullish case for ENVX / Enovix”Customers:You know, I kept pondering about who their customers would be until I realized – DUH – it’s in their presentation! Let’s take a look:
Continue reading “MORE speculation on their customers”Okay, so what could be so important that Enovix needs to airlift batteries from China to USA? There must be a customer that really, really needs the batteries. Well, I have some theories. Let’s first look at the slide:
Continue reading “Speculation on their customers”Battery Maker SPAC markets:
Continue reading “Competition within battery SPACs”Why buy now?
It’s unlikely that the prices will go much lower than current levels. Why?
Continue reading “If you’re not buying now, you should be”
Let’s have a look at the competition this week to see who Enovix might be up against.
I suppose you guys wouldn’t mind signing up to my newsletters about Enovix and my other miscellaneous findings. I’m not expecting a response from these newsletters. I just want to share my findings and things that I see. If these newsletters end up being too much for you, just let me know and I won’t send them to you anymore. No hurt feelings, no questions asked.
With that out of the way, let’s begin!