Enovix is likely to fall below $2 and then be bought by a bigger company that runs with the technology. Pulling off this kind of battery technology is extremely difficult for a small company, and no one will trust a small company with it. @SLMacro notes its CEO has resigned. 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 

NOVONIX's 55% gross margin on about $6M of revenue shows its battery materials and services work is priced like something scarce, not a commodity. China refines over 90% of battery-grade graphite, and US duties and IRA rules now keep it out of subsidized EV packs, leaving NOVONIX as the only US synthetic-graphite anode pure-play. Operating margins are still deep in the red, and a dilutive raise or slipped Tennessee plant timeline would break the thesis, so it remains a small, speculative bet. … Show more

Redwire is an absolute dog of a stock, posting a $73m loss against just $97m of revenue. 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