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The Real Greg Reyes (The Cuban Cannon 2.0)

@joceyreyes209

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CEO of Brocade from start up to $24B market cap. Made Forbes list. God, Family and Freedom. Posts about stocks are my opinions and NOT financial advice.

Joined June 2018
Don't wanna be here? Send us removal request.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
Rodger’s book about my ordeal is outstanding. If you’re interested in a cautionary tale about govt overreach and personal betrayal this is worth a listen.
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💼 Greg Reyes — Unfettered Conversation with A & Z

#Clubhouse #GregReyes #a16z💼 Greg Reyes — Unfettered Conversation with A & ZSpeakers:Gregory Reyes, Marc Andreessen, Ben HorowitzJoin us for an Unfettered C...

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@XJMejid
X.J. Mejid 🪙
@XJMejid
2 months
Roger Donway’s brilliant 2012 book about the government’s witch-hunt of Brocade CEO ⁦ @joceyreyes209 ⁩ is a must read for anyone concerned with government overreach in today’s business world. 📚
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
@Alphafox78
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Early this morning was bad ….. then just like that Grace woke up and has turned the corner! This is the first time she has been awake and smiled in over a week! God bless all of you for your sport and prayers!!!!!!!!! THEY WERE HEARD! We aren’t out of the woods ….. this is
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
We remain overwhelmed with the outpouring of kindness and prayers we have received for our precious Grace. This morning …. Graces bloodwork showed that she was deteriorating. We administered a blood transfusion late this morning. For the past week her heart rate had been
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
SHE DID IT! We just got her bloodwork ….. her hemoglobin is up! SHE BEAT IT! This is what we were praying for! My wife and I thank everyone from the bottom of our hearts for your prayers and support …… they made they made difference! 🙏🏻 Grace will be sleeping in her own
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Many people have been kind enough to ask for updates on Graces condition. Thank you for asking! Grace has had a miraculous turn around after a horrific start to the day. Around 10:00 we had a team meeting and were discussing the possibility of a second transfusion and
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Our four and a half year old daughter … Grace was hospitalized Monday. She is very sick. A virus of some kind has caused her immune system to attack her red blood cells. Pleasure pray for her recovery! We need all the prayers we can get!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Grace is home! What has happened between Friday and today is nothing short of miraculous! Thank you for your kindness, support and prayers!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
SHE DID IT! We just got her bloodwork ….. her hemoglobin is up! SHE BEAT IT! This is what we were praying for! My wife and I thank everyone from the bottom of our hearts for your prayers and support …… they made they made difference! 🙏🏻 Grace will be sleeping in her own
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
@CalltoActivism
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Final update …. Grace’s Hemoglobin went from 9.5 to 11.5 today. SHE IS OFFICIALLY BETTER! Grace asked me to thank everyone again on her behalf for all your prayers and support! 🙏🏻 THANK YOU FROM THE BOTTOM OF OUR HEARTS!
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
8 months
@simonateba @CanadianPM @JustinTrudeau
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
My wife and I would like to thank everyone for the heartfelt outpouring of prayers, well wishes and love for our precious Grace. She is not better …. But her blood numbers have not gotten worse. She has been asleep all day. Please join our family in praying for an
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Our four and a half year old daughter … Grace was hospitalized Monday. She is very sick. A virus of some kind has caused her immune system to attack her red blood cells. Pleasure pray for her recovery! We need all the prayers we can get!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
I’m old. I’m 62. I went on Twitter …. Mostly out of boredom. I wanted to try and help folks with my business experience and help folks be successful. What I have received in return is overwhelming support, kindness and prayers during some dark days.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
@harryjsisson Young man …. Have you ever read the bill of rights? Maybe you should lay off the adderall.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
5 months
@andrewrsorkin Have a productive trip!
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
@JoeyMannarinoUS He didn’t. Canadians vote for a party … not a candidate. Even thought a majority voted conservative. Smaller liberal parties created a coalition and installed Fidel Jr. He wasn’t elected even once.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
@bennyjohnson Kimmel sure loves Biden.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
24 days
Please join me in wishing Grace a happy 5th birthday. Her mom and I are overjoyed that our little girl has completely recovered … she is growing up way too fast for our liking! 🎂
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
On a positive note our precious little girl continues to improve! Thank you so much for everyone’s support and for your prayers during the most terrifying week of our lives!
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
@simonateba Racist
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Grace had her bloodwork done today. Her hemoglobin went up today from 7.6 to 8.5 (13-14 is normal). Even though my wife and I are traumatized. Grace is back to herself. THANK YOU AGAIN FROM THE BOTTOM OF OUR HEARTS FOR YOUR PRAYERS AND SUPPORT! ! 🙏🏻
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Grace is home! What has happened between Friday and today is nothing short of miraculous! Thank you for your kindness, support and prayers!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
We remain overwhelmed with the outpouring of kindness and prayers we have received for our precious Grace. This morning …. Graces bloodwork showed that she was deteriorating. We administered a blood transfusion late this morning. For the past week her heart rate had been
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Grace’s bloodwork showed that she isn’t improving. We will be giving her a transfusion. Thank you for your prayers. Please keep them coming for our precious Grace. All the kind words and prayers that we have received have comforted us during this time of fear and heartache.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Grace’s bloodwork showed that she isn’t improving. We will be giving her a transfusion. Thank you for your prayers. Please keep them coming for our precious Grace. All the kind words and prayers that we have received have comforted us during this time of fear and heartache.
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
My wife and I would like to thank everyone for the heartfelt outpouring of prayers, well wishes and love for our precious Grace. She is not better …. But her blood numbers have not gotten worse. She has been asleep all day. Please join our family in praying for an
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
@DrLoupis Barry and “Big Mike”.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Many people have been kind enough to ask for updates on Graces condition. Thank you for asking! Grace has had a miraculous turn around after a horrific start to the day. Around 10:00 we had a team meeting and were discussing the possibility of a second transfusion and
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
Early this morning was bad ….. then just like that Grace woke up and has turned the corner! This is the first time she has been awake and smiled in over a week! God bless all of you for your sport and prayers!!!!!!!!! THEY WERE HEARD! We aren’t out of the woods ….. this is
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
$ENVX … I just bought 350,000 shares of Enovix for around $2.6M …. I invite members of the Enovix BOD and management to join me! @EnovixBatteries
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
$ENVX …. 👀 THIS THIS IS A VERY IMPORTANT SLIDE ….. EACH LINE AT SCALE WILL BE A MONEY PRINTING MACHINE ….. now you have officially heard it from the company. The economics are better than what I had modeled! @EnovixBatteries
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
@CensoredMen Is this the responsible party? 👇🏻
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
Happy Memorial Day …. Don’t dishonor their sacrifice.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
@POTUS
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
@MrAndyNgo @TheRealKeean
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 days
$ENVX …. The Enovix CFO just stated that the EX 2 M will sell for $13-$15 per battery with margins north of 50% The 1650 MPH model … with $150m in revenue per year was based on a battery price of $9.25 …. $13 per battery gets you to almost $200m per line! With margins north
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
I have had enough of this Bull Shit ….. HAPPY EASTER! …. And Fuck Joe Biden!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX …. Why I’m a raging bull?…. In 1997 I observed that “Mega Cap” tech companies had a common set of attributes. Those being: 1) Large and growing TAM 2) Physics changing technology 3) Glow in the dark management team 4) No entrenched dominant competitor 5) Well capitalized
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX …. We are drinking a toast to the Enovix Nation! Shorts ….. you know not what your doing …. Your going to have your fucking faces ripped off! BOOKMARK THIS TWEET
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
@POTUS Actually they aren’t Americans. They are illegal immigrants and should be deported.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
Great question! She isn’t alone. So many go to Washington worth a couple hundred thousand dollars and leave worth 10’s of million. It stinks to high heaven. I can guarantee you that the founding fathers envisioned citizen statesmen, not career kleptocrats. These grifters need to
@bitcoin1zation
Bitcoinization
@bitcoin1zation
1 year
If Elizabeth Warren saved her entire yearly salary and never spent a dime it would take her 235 years to accumulate $67 Million. So my question is, where did her money come from? 🤨
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX …. I have gotten a number of comments and questions about my belief that it is possible for Enovix to appreciate 10-20x from todays price of $11 and change. When I was the CEO of Brocade communications I grew revenue from $8m in in 1997 to $329m in 2000. During that period
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
$ENVX …. I couldn’t have hoped for a better shareholder letter and string of announcements! Thank you Raj @rajtalluri and the Enovix team for a great quarter! @AlderLaneEggs
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
27 days
$ENVX …. Reflecting on Enovix strategic position as compared to a year ago I wanted to share the following observations: - A year ago the Fab2 equipment had just been ordered. FACTORY ACCEPTANCE TESTING HAS BEEN COMPLETED AND THE FACTORY WILL BE “STOOD UP” THIS QUARTER - A
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
$ENVX …. I’m getting tired of having my balls busted by unaccomplished malcontents taking cheap shots at me. I have been sharing my views on Enovix for the past two years openly, honestly and truthfully and will continue to do so. I know the company, the technology and the
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
$ENVX ….. @EnovixBatteries @rajtalluri I’m numbing my Enovix share price action disappointment day drinking! Actually I’m not. I have never been more bullish. Management IS hitting on all cylinders. The Gen 2 line is about to go live. Samples are about to start
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
9 months
I wasn’t as active on Twitter last week because I was camping with some close friends and was of grid a lot. Wanted to share this photo that captures the feeling of our trip. It was awe inspiring.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
17 days
It’s almost that time of year in Montana! It’s pretty cool to be able to walk outside and catch a beast like this in your back yard.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
Home made pizza night ….My 4 year old made the pizza, set the table and lit the candles.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
6 months
$ENVX …. 👀 On my way to meet a friend for lunch …. Through I would swing by Enovix to see if people were working on a Sunday … this kind of work ethic and commitment are very impressive by any measure. ⁦ @EnovixBatteries ⁩
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
$ENVX .... I thought that todays earnings call was the best yet. Let's see what the stock does tomorrow. They are on schedule and continue to meet or exceed expectations. The stock being down .80 after hours on 10,000 shares is not indicative of anything nor is it the end of
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
$ENVX …. The set up is about as perfect as it gets. Congratulations to Raj @rajtalluri and the Enovix team @EnovixBatteries . This is a team had consistently delivered or exceeded expectations. Anyone short Enovix needs to have their head examined … all systems are GO!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
5 months
We are winding down 2023 …. I hope that everyone had an awesome holiday season and wish everyone in the $ENVX community a very Happy new year …. May it be a year of health happiness and prosperity ….. Except Enovix shorts … (just kidding).
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
$ENVX …. What do we have here? 🤔
@MarketTrendAdv
Market Trend Charts
@MarketTrendAdv
11 months
@Vanguard_Group increased their holdings in Enovix by more than half a million shares. Just Reported on 7/14/2023. They now own 7% of $ENVX, second only behind TJ. Source: . @AlderLaneEggs @joceyreyes209 #ENVX
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. JP Morgan “Take Aways” from Raj’s presentation today …. They have so many ways to win! ⁦ @AlderLaneEggs ⁩
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
$ENVX …. Wishing everyone a wonderful weekend …. Except anyone short Enovix … may you have a weekend of self doubt and night sweats.
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
4 months
$ENVX .... Enovix is very close to completing the Factory Acceptance Testing (FAT} of their Gen2 manufacturing equipment. Ajay Marathe the companies COO will be providing an update via a podcast next week. IF this is in fact the case, the company should be on schedule to "Stand
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX …. I like Farhan Amad, Enovix’s CFO a lot. @AlderLaneEggs and I had dinner with him last night. He is very smart. He is what I would refer to as an “Operating CFO”. He has an engineering degree. He has done product management. He was an analyst and was most recently was
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
I love my pride flag!
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
$ENVX …. Good day for the good guys ….. Happy 4th everyone! ⁦ @AlderLaneEggs ⁩ and I have some surprises tomorrow.
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
@POTUS
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
$ENVX … 👀 This is a massive milestone. FAT (Factory Acceptance Testing) is a rigorous process that ensures that all of the Gen2 equipment works as specified. Being able to manufacture 1350 Units Per Hour is the first step towards becoming a multi billion dollar company.
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. So stressed about todays BS price action based on a bogus 12 month old hit piece that I decided to buy more stock then head into the back country.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 months
$ENVX …. I just received an hour long debrief from two of Enovix’s earliest and largest share holders that attended today’s Cantor investor tour that visited Enovix. If you were to couple what was presented today … with this mornings pod cast …. When the company puts it all
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
This used to be my house …. My ex wife got it in the divorce. When Enovix hits my $280 price target … I’m going to buy it back or upgrade.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. Wishing the Enovix Nation a happy Fathers Day! As for the shorts and shit throwing monkeys …. Wishing you a very very long weekend to think about what you were schooled on today by Marc and I ⁦ @AlderLaneEggs ⁩
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX ….. 👀 I was thrilled with todays Enovix ER call. They touched all the bases as I had hoped for. Tip of the hat to Raj and his team. They are pros and are playing to win … as Raj said on the call “We are going to build a highly profitable multi billion dollar business”
@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX If Enovix can pull off a repeat of the Canaccord fireside chat from a couple weeks ago “On steroids” explaining again why their strategic refocusing of the company is hugely positive in addition to reiterating confidence in Gen2 MFG timing as well as discussing the status
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. Marc ⁦ @AlderLaneEggs ⁩ and I will be wearing our Enovix lab coats and cafeteria server hats for todays spaces.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
6 months
$ENVX …. I want to be clear about how I think about Enovix. I don’t view it as a biotech company. To the contrary, I view it as having all of the hallmarks that are required for a technology company to become an industry giant: 1) They have a massive TAM. The TAM for silicon
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
4 months
$ENVX …. Outstanding update from Ajay Marathe. Everything is on schedule AND indications are that preliminary yields are very encouraging. Let’s go! @EnovixBatteries
@EnovixBatteries
Enovix Corporation
@EnovixBatteries
4 months
A new Journey to Scale podcast is now available. We catch up with Enovix COO, Ajay Marathe for an update on Gen2 manufacturing milestones at Fab2 in Penang, Malaysia. Listen here 🎧👉
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
@Breaking911
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX - As of 5/28 institutional ownership of Enovix is up 77%. Institutions own 70% of the float. TJ Rodgers owns 13.76% of the float. 83.76% of the float is owned by institutions and TJ Rodgers. THE STOCK IS ONE HEADLINE AWAY FROM A FACE RIPPER ⁦ @AlderLaneEggs ⁩
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
My buddy turned 10 today …. Pls join me in wishing Hugo a happy birthday!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
Where was I today?
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
8 months
$ENVX …. 👀 I have said a number of times that Raj @rajtalluri is playing 3 dimensional chess. For those of you who are into strategic thinking, I would be asking what are the implications of this for the company and what is Raj’s next move? On it’s face I am very positive
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. Happy Friday!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
$ENVX …. Raj just stated that they are seeing yields in the high 90%!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
4 months
$ENVX …. The huge news from my perspective coming out of Ajay’s update was what he said about zones 1 and 2 …. Zone two “the stacker” saw +90% yields. If the zone 1 laser wasn’t working to spec they wouldn’t have seen +90% yields w zone 2 w FAT. I’m pretty pumped. If we
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
15 days
$ENVX …. 👀 Loop capital confirms a second development agreement is in the works! This is a terrific notE!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
9 months
Having a wonderful birthday bfst with daughter number #2 #Blessed
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
$ENVX …..👀 “Enovix could be preparing for “rolling thunder” of smartphone and PC qualifications”
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
$ENVX ….. With the increase in Enovix short interest from 36 to 41 million shares short … I’m not so sure that the shorts will get what they are hoping for. 1) Enovix has plenty of cash. I don’t see any scenario where they have to raise money anytime soon. 2) When they do
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
3 months
$ENVX …. My take on the Enovix earnings conf call and follow up with management: Everything is on track and remain management is very confident with the Fab2 schedule, Ex 1M and successful qualification of the battery with multiple smartphone OEM’s. A 9 mo qual cycle isn’t
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
2 years
@jimcramer @nedsegal I can’t believe that you haven’t been fired for cause.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
$ENVX …. The bull case for Enovix has only strengthened IMO. The stock sold off due to profit taking after a big run. A weak tape didn’t help matters. To add insult to injury the company didn’t do itself any favors with their tone deaf handling of the shelf offering and career
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
15 days
$ENVX …. 👀 This note from Loop Capital is a must read. Every paragraph is highly insightful and IMHO highly bullish for the Enovix. The Loop Capital analyst gets better then any sell side analyst on the street.
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
9 months
My beautiful daughter came to visit me … we had a great few days. Even did a little back country riding.
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
10 months
$ENVX $OSTK … You all have NO idea how happy I am for my brother Marc @AlderLaneEggs today! His track record is unassailable! He takes so much shit while freely sharing his ideas, experience and wisdom. So happy for you and proud to call you my dear friend!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
8 months
$ENVX …. The sell off since earnings has everything to do with a bear market for small caps ….. and absolutely nothing to do with the bear thesis. The thesis is intact and has only improved IMHO.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
24 days
$ENVX … Someone DMed me and asked why I spend so much time working on Enovix. The answer is simple. It is the only company that I have come across in over a decade that checks all the boxes of my “Success Filter”: Massive and growing TAM ✅ Physics changing technology ✅
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
8 months
$ENVX ….. I love what he did. Fab1 was always known not to be viable or cost effective. It was the right decision for the business. It cuts costs and allows them to focus on scaling the business in Malaysia focusing on large customers. IMO this is a gift. Raj is focused on
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
@CollinRugg @alexchristy17 There is a cure!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. We are drinking a toast to the Enovix Nation! As for the shorts …. YOUR FUCKED!
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The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
I leaned that my Uncle George Reyes passed away. Please say a prayer for him. Even though we were close in age he was my uncle. He was very smart and very accomplished.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 month
$ENVX So much for “they can’t make it” “no one wants it” “no one will pay a premium” and “They will have to do a massively dilutive capital raise” short theories! As I have indicated multiple times …. They were fabricated out of thin air and were BS. @EnovixBatteries
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
4 months
$ENVX …. The stock has performed well since breaking out of the wedge …… volume was great yesterday and even better today with 7.6 M shares. Congratulations to those that had the stomach to add in the $9’s. Let’s go!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX …. Raj hit it out of the park this morning …. Addressing a number of misconceptions and concerns. I will retweet the link to his preso which is a must watch.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
29 days
$ENVX …. The interest charge to short Enovix stock just when from .28% to 5.9%
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
$ENVX ….. I just hung up with Marc @AlderLaneEggs . After Enovix’s Q2 conf call we will be hosting a spaces and invite @pigfarmercap @compound248 and @ESGhound to participate. Looking forward to getting into the mosh pit with these stock jockeys and self professed Enovix experts
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
5 months
Wishing everyone a magical Christmas ….. Except the $ENVX shorts … They are on the naughty list! Merry Christmas!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
11 months
Happy 4th from the Reyes family! The party is about to start and it is going to be something.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX ….. Apparently not only do Enovix batteries work …. They performed better than other silicon products. So much for the “The battery doesn’t work” short claim:
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
What an afternoon ….. found 8 sheds w my daughter!
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX ….. “The captain has turned off the Fasten Seat Belt sign” as expected the “Sell Side” is positive coming out of yesterdays conference call. With Raj speaking at no less than seven conferences in May and June …. I suspect we will see institutional participation increase.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
6 months
To everyone reading my posts …. This has been a particularly hard week for me in terms of dyslexia ….. apologies for the type-o’s. It doesn’t matter how many times I read them … I just can’t see them.
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
1 year
$ENVX …. What do we have here??????
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@joceyreyes209
The Real Greg Reyes (The Cuban Cannon 2.0)
@joceyreyes209
7 months
$ENVX ….. I have been reflecting on yesterdays shareholder letter and conference call. I keep thinking about Raj and his leadership. What he has accomplished in the past 9 months is impressive. I believe that Raj @rajtalluri is one best Technology CEO’s I have ever met. Every
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