Enovix Corp (ENVX)

[MONYMAN3]

Yes, not a very active board. IMO, right now ENVX is a lottery ticket. Even if Fab2 works out as hoped, it will be only able to produce 9 M batteries. To be successful, they need to produce hundreds of millions. This would require current battery companies to license ENVX's technology, consumer device makers to fund battery lines and or partner with ENVX. That's a lot of "ifs". ENVX is my smallest investment and I watch it closely. They must continue to hit the milestones they set for themselves. I trust in TJ Rodgers to help them scale and avoid pitfalls but this will not happen overnight IMO.