$Enovix (ENVX.US)$ I think ENVX will become a company like n...

しゅーたろー commented on a stock · Oct 30, 2024 09:30

$Enovix (ENVX.US)$

I think ENVX will become a company like nvidia in 10 years.

What does AI need? Electrical utilities.

AI is a monster that consumes a lot of electrical utilities. That's why nuclear power is growing now.

In the future, nuclear power and solar rechargeable batteries are expected to grow.

Is that all you think? Is solving just the electrical utilities enough? No, it's different.

All mobility and electric products need to increase battery performance.

Where is that market?

AI mobile phones (ENVX is focusing the most on this field and I think it will dominate in the future.)

AIPC, all IOT products. EVs, self-driving cars, solar rechargeable batteries, VR glasses, drones, aircraft, flying cars, robots, metaverse

In the next 10 years, a future where AI is integrated into everything will definitely come. How many times do I have to say it? Into everything! Even into all consumer electronics! Everything! Can it handle the power? It can't. If battery performance doesn't improve, it's pointless. That's why there's only ENVX silicon batteries. Strictly speaking, also AMPX.

I think ENVX can almost monopolize silicon batteries. Please look into it for more details. The more you know, the more you'll want to make long-term investments in this company.

Although there are almost no people recognizing it in Japan yet, I believe it will become a huge company in the next 10 years.

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しゅーたろー OP : The market size in the battery field is no joke. Just with mobile phones, there are hundreds of millions of users.

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