So I am not at all convinced that AppleInsider’s story today on “stacked” batteries in development by Samsung and (supposedly) to be deployed by Apple has anything to do with ENVX. “Stacked” batteries are already a thing in the high-discharge power tools world (I’m giggling a bit at calling that a “world”) so that term is not necessarily code for ENVX’s tech - thought it IS a bit evocative of the 3D-stacked cell arch that Raj Talluri and Ajay Marathe rub like a rabbit’s foot. (TJ don’t hurt em!) I’m also not at all convinced there’s anything to the fact that Samsung announced on 7/6 a Galaxy product reveal for 7/26… and on 7/12, ENVX moved its Q2 earnings call AH to 7/26, about two weeks earlier than expected. However… I’m not NOT saying that, either. And ENVX Twitter is completely losing its shit with aggression and happiness, which isn’t unusual, but the temperature has noticeably increased today (even though volume was actually a little low). Can’t really blame them: the one-month chart is just bonkers, up a third since late June; some really questionable/shady bear “reports” from no-name substackers have popped up with objectively stupid takes, had dumps dropped in their faces and then vanished into the muck; the stock is clearly under accumulation, dips are being bought, rockets are fueling, &tc. And from what the TA wizards tell me, the dendrochronological rain gauges evidently suggest an inflection point nearing, without historical resistance before another 5-10% up. And this sumbitch is 25% shorted! As pennyether might say, max pain is here (and I do mean “might,” I don’t have the first clue what in hell that means) and perhaps only JPow can stop us now. Or… maybe we’ll get rugged. Even steelgang had our TX (damn you) and tankergang had their ZIM (god DAMN you!) Or maybe… just maybe… it’s gonna be a crazy summer. After all, it’s hurricane season. And when hurricanes come you want three things: banh mi, blow… and batteries