Enovix is still guiding for more than $3 of operating losses for every $1 of revenue it expects, eight months after earlier criticism of the company. The stock is in the dumpster while markets make new highs. x.com 

Enovix is a legit zero and a fraud. Per @Richard_X_Roe, the preliminary datasheet for its MX1-B01 cell is a carbon copy of Amprius' SA08 datasheet, and no device on the market has used Enovix's silicon cells after 14 years. x.com  x.com 

Enovix's initial drone-battery order and $216 million drone, defense and industrial pipeline underpin the bullish setup. A dual-use drone maker ordered 100,000 batteries for delivery in the first half of 2027, with follow-on orders expected afterward. Early Q3 revenue rose 38% to $11 million and beat guidance. Friday's call volume was about twice normal; the rounding-bottom setup favors a breakout if shares reclaim and hold $2.97, with targets of $3.59, $4.17 and $5.00. x.com 

QuantumScape has enormous potential but still a lot to prove, and at a $5B market cap much of the hype is priced in. It never retested $5 and powered through expected resistance near $7.80, so it is a pass for now, despite real long-term potential if the company executes. x.com 

Enovix is worth a small bet from beaten-up levels because of a known potential catalyst, its qualification with Honor, which required chemistry tweaks disclosed in February to improve battery cycle life and durability. Big call buying at the October $7 strike, rare six months out in this market, adds to the setup. x.com 

Enovix's latest release hints it may be winning, because Honor will now test its 100% silicon-anode battery under new standards suited to the architecture rather than the legacy 0.7C test that compressed a year of durability into months. Under the new tests, Enovix's results are approaching the required thresholds, supporting a commercial opportunity that could mean a launch. Its sales pipeline and market demand are growing, and a new SVP of sales is joining at the right time. x.com