ENVX - Enovix: Big Solution For A Growing Problem (Your Phone Needs A Better Battery)
2024-07-06 01:10:45 ET
Summary
- As current smartphone battery architectures approach their limits (in meeting the needs of new technologies, particularly AI), the Enovix solution offers higher energy density, longer life, and superior safety.
- And the market opportunity is huge.
- We review the Enovix solution (TAM, progress, valuation and risks), and then conclude with our strong opinion on investing.