Conviction over time

Sentiment weighted by conviction, oldest to newest — above the line is bullish

Reasoning trail

Every post mentioning ENVX, newest first — the thesis as it was built and revised

• 07 Apr 26

  Market de-risking hit energy storage hardest: wave P/S dropped from 3.98 to 3.27 on declines in EOSE, FLNC, ENVX, CATL, though CATL/LG's dominance cushioned the wave. He holds exposure via FLNC and expects the sector's importance to grow over time.

  mixed medium post →
• 07 Apr 26

  Index post for his Q4 energy-transition thread, listing the 7 waves he tracks (Wind, Green Hydrogen, Solar, Energy Storage, Nuclear, LNG, Mixed companies) and their constituent companies.

  neutral low post →
• 10 Mar 26

  Bull thesis on AMPX: capital-light aerospace/defense battery supplier via contract manufacturing, unreplicable moat (switching costs, NDAA compliance), strong balance sheet, 202% revenue growth, trading at a discount to ENVX on forward P/S; sees violent multiple expansion once Wall Street reclassifies it as an aerospace enabler rather than an EV battery startup.

  bullish high post →
• 26 Feb 26

  Wasn't a big fan of ENVX, though sees the smart glasses/wearables angle as potentially interesting.

  mixed low post →
• 25 Feb 26

  Calls ENVX's quarter solid, driven by a shift from research to production and a new AI smart-eyewear battery catalyst, with silicon tech still holding an energy-density edge over rivals.

  bullish medium post →