Yellowbrick Investing
Short $ENVX

$ENVX
Enovix Take Five
Since going public through a SPAC transaction in 2021, Enovix has been long on promises and short on execution. We believe customer interest for significant orders is minimal, larger competitors are pulling ahead, and Enovix faces significant manufacturing challenges in Malaysia. While Enovix has quietly disclosed these challenges, they have done so in ways that are easy for investors to overlook.

Repeatedly, Enovix has promised orders imminently and a clear product roadmap only to push out timelines and return to investors to raise more capital.

After 18 years, we think shareholders should put their feet down, stop funding what is, in our view, still a science experiment, and force the board and management to execute with the ample capital already raised.

We are short Enovix.

See Full Disclaimer at the end of our report.
1/ - Adam Taub
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Evan
RT @StockMKTNewz: 85% of Nvidia's $NVDA revenue last quarter came from just 6 companies

$10.75B - Customer A (23% of total revenue)
$7.48B - Customer B (16%)
$6.54B - Customer C (14%)
$5.14B - Customer D (11%)
$5.14B - Customer E (11%)
$4.67B - Customer F (10%)

So what Meta, Amazon, Microsoft, Google, Elon/Tesla ... who am I missing?

Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter

Someone spent $10.75 Billion with Nvidia during the quarter 🤯 https://t.co/2IbEocnnQn - Evan
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soken
the coin pump 5s after you sold https://t.co/NCgKUOBASS
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soken
when jerome cut rates in september, you will never know how rich i will be

"I'm just sayin' the Rays are tied for the second most 90-win seasons since 2008. Nobody talks about that enough, even while playing in the AL East. They even have a Cy Young winner, Platinum Glove CF and just for the heck of it, boast the best farm system in baseball." https://t.co/cTp6gvOvJO - Tampa Bay Rays
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soken
RT @NoContextHumans: My wife: where the heck did you spend $25,000 last night?

Me: https://t.co/6TjrAao7gN
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soken
how to be at sleep of knowing your entire bloodline depends on a memecoin you found at 3am https://t.co/XRfFBY5koT
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Evan
$SPY JUST HIT NEW ALL TIME HIGHS AGAIN TODAY

🟢🟢🟢🟢 https://t.co/Sy36z31mPF
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