Growth lover : thoughts on ENVX before earnings ?@10baggerbamm

10baggerbamm OP Growth lover : think they're in the same boat what do they buy from China and what contracts have they entered into that maybe they didn't anticipate an enormous spike in component parts increases that are going to destroy the profit margins. they could be in the same boat they entered into an agreement they didn't think it would be remotely possible that prices would spike and now they're screwed they've got to deliver on the orders at a loss because they're contractually bound. I think there's a lot of companies that are exposed they entered into agreements 4th quarter last year third quarter last year for the next 6 12 months 2 years whatever it is of orders and now where the hell did they get the inventory from at those same price points to be able to fulfill on deliveries where they can maintain margins. that's only I can think of and again no one's talking about it online on X or any of these bobbleheads and maybe I'm dead wrong but you have to think outside of the box and one thing I learned in life is no matter how smart you think you are there's always smarter people so if this company has an attorney maybe he's not as smart as understanding currency risk and finance and tariffs right now because it was not something that he had to take into consideration when the deals were constructed. all that being said I think these companies have a great future a very bright future ahead of them I don't know what their margins are going to look like I don't know what their profits are going to look like the next one two quarters but their Market is growing 100% year-over-year so they're going to survive but it might be a bump in the road you know like a sinkhole

Growth lover 10baggerbamm OP : Thankyou so much @10baggerbamm