Enovix

回复@LeoGrant: 电池标的可以再考虑一个envx，100%硅负极，已经在商业化前夕了，近期观察到fab2工厂已经开始大量招人了，目前账上资金也非常健康//@LeoGrant:回复@韭菲特漂流记:poet，lite，asts，byrn,ampx，除此还有一个确定性弱的qs
poet 晶圆级光引擎，省去人工对准，明年商业化，功耗和成...

回复@LeoGrant: envx最大的问题有两个，第一个是吹的oem一直没看到着落，另一个是碳硅负极技术目前迎头赶上，比如最近的小米17系列7500mah就有900以上的体积能量密度。但是我觉得两个都是有解的meta马上要上的眼镜基本上是确定了envx供货，oem的测试流程确实比较长，明年应该就有落地。碳硅电池负...

回复@LeoGrant: 我觉得还有一点是市场的定价，ampx我是看着翻四倍的，eose也是，envx其实相较来说在网络上热度低很多，人人都认为确定性高能涨的时候已经需要警惕了。即使抛开基本面不谈，从情绪炒作的角度来说envx也还有一波//@LeoGrant:回复@高超的股市霸王:这个基本面有点问题，炒不炒就不知道...

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000012  Size: 5 KB 网页链接

$Enovix(ENVX)$ 8-K Current report, items 8.01 and 9.01 Accession Number: 0001828318-25-000271  Act: 34  Size: 187 KB 网页链接

$Enovix(ENVX)$ 144 Report of proposed sale of securities Accession Number: 0001967940-25-000055  Act: 33  Size: 4 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001183967-25-000012  Size: 10 KB 网页链接

$Enovix(ENVX)$ 144 Report of proposed sale of securities Accession Number: 0001969223-25-000683  Act: 33  Size: 4 KB 网页链接

$Enovix(ENVX)$ 8-K Current report, item 8.01 Accession Number: 0001828318-25-000289  Act: 34  Size: 886 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000003  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001183967-25-000004  Size: 11 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000004  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001975015-25-000003  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000006  Size: 5 KB 网页链接

$Enovix(ENVX)$ SCHEDULE 13D/A [Amend] General Statement of Acquisition of Beneficial Ownership Accession Number: 0000950170-25-097589  Act: 34  Size: 20 KB 网页链接

$Enovix(ENVX)$ 8-A12B/A [Amend] Registration of securities [Section 12(b)] Accession Number: 0001828318-25-000261  Act: 34  Size: 504 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001828318-25-000254  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000020  Size: 5 KB 网页链接

$Enovix(ENVX)$ 8-K Current report, items 1.01, 7.01, and 9.01 Accession Number: 0001828318-25-000264  Act: 34  Size: 867 KB 网页链接

$Enovix(ENVX)$ 8-K Current report, items 7.01 and 9.01 Accession Number: 0001828318-25-000252  Act: 34  Size: 4 MB 网页链接