mythoughts Enovix – A Heavily Shorted Technology Leader In A Massive, Hated, Fast Growing TAM September 24, 2025 • By ren
mythoughts Silicon Valley’s military drone companies have a serious ‘made in China’ problem September 11, 2025 • By ren
mythoughts ‘We Face a Tradeoff No One Wants’ — Enovix CEO on Solving the AI Battery Dilemma September 10, 2025 • By ren
mythoughts Powell’s ‘unusual’ Jackson Hole remarks reveal he’s boxed in by Trump’s tariffs and deportations, risking a 1970s-style mistake, economist Slok says August 23, 2025 • By ren