CROUSDT
Crypto.com Coin / Tether USD
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**$ENVX at $2.35 — Is the market missing the bigger picture? 🚀** I’m bullish on Enovix because the fundamentals are progressing while the stock is sitting near its 52-week low. 🔥 **Smartphones:** Lead customer Honor has confirmed 1,000+ battery cycles. Final accelerated qualification testing is targeted for Q4 2026, with system-level testing still to follow. 🔥 **Real orders:** A firm **100,000-battery drone order**, with deliveries planned for H1 2027. The broader drone/defense/industrial opportunity pipeline has reached **$216M**. 🔥 **Smart glasses:** A 50,000-pack commercial order is underway, and **Jorjin’s C9T2** officially uses Enovix AI-1 battery technology. 🔥 **Manufacturing:** Korea is already generating revenue and expanding drone capacity. Malaysia is working toward higher-volume silicon-anode production. 🔥 **Leadership:** Former Apple AirPods operations leader Michael Vyvoda is COO. Steve Bakos, with 35+ years in semiconductors, is now CRO. A permanent CEO search is underway. 🔥 **Technology moat:** **228 granted patents worldwide** as of year-end 2025, plus a substantial pending portfolio. 🔥 **Customer outreach:** AUSA, the upcoming eVTOL Show and expanding defense-industry engagement. Preliminary Q3 revenue: **$11M, +38% YoY**. Around **$512M in liquidity**. Yes, execution risk and cash burn are real. But at these levels, I see a compelling high-risk turnaround opportunity — not a company standing still. **The question isn’t whether Enovix has promising technology anymore. It’s how quickly it can turn qualifications and orders into scalable revenue.** *Bullish thesis, not financial advice. DYOR.*

Supercharger is instant availability, I wasn’t sure when you asked, but I’ve just pulled some from the CRO base and put that into my BTC Supercharger, took just a couple of minutes. So, my Supercharger split is 70% BTC & 30% CRO, and my 8.5% Lock Up now at 80 days left. And to be honest, I wouldn’t be worried about locking up today for 6 months, especially 8.5%, but the 6% is still a good deal, just IMO of course 🤷‍♀️