I am a fan of TJ Roberts, about the only good thing on Seeking Alpha.
https://seekingalpha.com/article/4507071-enovix-next-disrupt…
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I just finished a great presentation about the turnaround story unfolding at ENVX. TJR hosts a one hour presentation on Jan 3 this year which really bares all of the issues ENVX are having trying to go to market.
His plan is solid. Can they execute? I believe they are working hard at it. Two executives left the company (per PR news wire) as of yesterday. The stock got pounded again this AM, but I believe that’s the bots focusing on this typically negative language on this PR.
The news yesterday after market close about the turnover is an excellent indicator that they are on schedule for plan. Execution will be key this year.
Long ENVX.
PowerPoint Presentation (enovix.com) Jan 3 investor presentation.