Buy ENVX by Nov 10, 2026.

Not financial advice. I bought 3,000 shares of ENVX today at a $4.94 average, ahead of Q2 earnings. For me, this is mainly a qualification and manufacturing de-risking trade. The smartphone program has already cleared 72 of 75 OEM requirements, with two cycle-life tests and one low-temperature power spec remaining. The lead OEM moved to a silicon-specific qualification framework, and the 0.2C customer test was already more than halfway complete in Q1. I went through Chinese and Korean sources, as …