Co-founder, CEO of Peachy Bum, premium baby care brand for your precious little ones.
Singapore
Joined November 2020
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#ENVX Patience.
$ENVX
More linear progress, no PO on phones. No finalized qual on phones even, which was what people were wanting to see.
That being said they now passed a 1,000 cycle test from Honor and mfg yield is actually discussed and on a path to hit profitable yield rates. This dog ain’t dead yet.
Drones are the financing bridge, smart glasses are the mfg beachhead to get the process right, smartphones are the gold at the end of the rainbow if they can keep working through this.
I’ve never done a phone qual so can’t speak to that, but I have done mfg ramps on complicated processes, and this one feels exactly like most ramps I’ve been a part of. Behind schedule and infuriating but if you keep working through you’ll make it. Just as problems compound, so too do solutions. And I think we’re now on the solutions compounding end of this curve.
That being said, investors hate this stock because of promises made early on which just were outright proven false, but this thing ain’t dead yet. Do your own diligence.
$ENVX
1. Smartphones - Battery Form factor received for 2027, in-field test in the thousands before small initial launch in 2H of 2026. Established framework, commercial production target path intact.
Read more ⬇️
$ENVX
4. Yields - Zone 1 nearing 80% & introducing hybrid dicing ready for 2027 scale up effort. Other zones nearing 90% or exceeding
5. Design wins - ⬆️ 30% from 1Q ago to 130 million showing strong results and good potential ROI of Routejade and Solaredge
Read more ⬇️
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$ENVX
At closing, Dr Raj reaffirm on technology & commercial readiness. Urge future earnings questions to focus on commercialisation milestones.
Yields mentioned, framework established, 50,000 eyewear batteries 2026 & millions in 2027.
See you all in Q2 2026 🍀
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See everyone on the other side. Wearing $ENVX to sleep. Currently in KL for a 1 day business trip 🇲🇾
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Sounds like $ENVX
Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”
But he reveals he hasn’t backtested the idea.
So we did.
In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!
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Just bought firefly here in Singapore! Lucky 9th customer. @WilliamLiNIO @NIOGlobal
Really excited for the arrival of my car and can’t wait to customise it 🙌🏻
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$ENVX To all ENVX retail investors, I took the liberty to drop Dr Raj an email to thank the team and to let them know that there is a bunch of retail supporters as well.
Building batteries is hard so do give them ur trust and support. I remain long and patient. DYODD!
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$ENVX bought 1111 shares during 11:11 currently sitting pretty with 1XX,XXX shares. I’m either a clown or a genius.
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$ENVX Do it once and do it right! I’m glad to have a named customer, definitely sad to see that there has been delay. I’ll take things at face value and trust the management. 2026 will be breakout year, major equipment already planned and hints of line 3. @EnovixBatteries
$ENVX See you all on the other side. ⬆️ or ⬇️ I’ll still be patient. Updates on the supposed PO Dr Raj mentioned will be important too!
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