Nov. 09, 2025 3:41 AM ETEnovix Corporation (ENVX) StockENVX, ENVXWDmitri Vinokurov43 FollowersCommentsI rate Enovix a buy, as management remains squarely focused on commercializing its innovative 100% active silicon AI-1 battery despite recent delays.ENVX revealed Honor as its lead smartphone OEM partner, highlighting strong commitment from the OEM's side, large market share opportunity due to significant Chinese market share, and premium product offering.Q3 saw setbacks in battery cycle life testing, but chemistry issues have been resolved; successful commercialization is now targeted for Q2 2026.Capital discipline and M&A opportunities, and increased transparency from management position ENVX for growth for investors with at least a 6-12 month horizon.JHVEPhoto/iStock Editorial via Getty ImagesEnovix (ENVX) is a Silicon Valley-based battery technology company that is in the process of attempting to commercialize the world's first consumer-ready 100% active silicon battery, which was named the AI-1.The battery featuresThis article was written byDmitri Vinokurov43 FollowersAs a young professional in the oil and gas engineering space, I seek to leverage my technical and analytical background to gain a deeper understanding of the fundamentals driving not only the energy sector, but global markets as a whole. My objective is to bridge the gap between real-world industry insight and financial market dynamics, enabling informed and high-conviction investment decisions. I focus on identifying deep value opportunities across a range of industries—including energy, information technology, healthcare, and industrials—while incorporating macroeconomic trends into my broader investment framework. My approach is fundamentally driven, with an emphasis on medium-term opportunities designed to capture evolving market trends and sector rotations. In addition, I make extensive use of options strategies to generate income, hedge risk, and take advantage of market volatility.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ENVX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments