@EthanInvests

Investing with a diversified portfolio. Happy to share, happy to learn.

Joined May 2021
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  • Followers448
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Portfolio update: I consolidated into fewer positions. - Mass-markets + MOAT + Strong leaders + not huge market cap yet: $ASTS $GRAB $SOFI $OSCR $ZETA - wild bets: $DNA $IFRX - safe winners: $BRK.B $BLK - Crypto: $ETH.x - $PYPL.. there is still hope.. ;-)
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So, $SPCX is pushing to the US market, which is big. No question. But it won't be able to buy towers in other countries. Isn't $ASTS much better positioned globally with it's approach to partner with existing mobile operators?
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Few weeks ago @realDonaldTrump signed a law threatening up to 100% tariffs on countries buying Russian oil/gas. Now he’s cut a deal with Putin for Russian diesel shipments to lower US prices, and Treasury just eased the sanctions. Priorities change fast...
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$GRAB Who else doubled down today? Last few times we were in oversold territory there was at least a nice bounce up. Great business, great acquisition. Let's go $GRAB
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Dear #MAGA crowd: so it seems @realDonaldTrump thinks that about half of the American population is really dumb? Do you agree with him? (Acc. to Grok about half of the American population does not have a college degree..)
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$ASTS $SOFI $NBIS $ONDS $TE etc... Lots of bulls claiming for each of these that today's green candles confirm breakout.... Reality: all of them are nicely up through a general rebound, nothing about their individual business moves their stock price today. Just ending war hopes.
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$ASTS People may think why does Elon launch our satellites? Why not, all the testing is done on $ASTS money. Maybe he thinks that somewhere along the way will be difficulties and he can purchase the whole thing? If not he can still catch up eventually with Starlink?
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But istn't it so @StockSavvyShay that factoring in the outstanding share could and looking at market capitalization, $SOFI is anyhow valued a bit less than twice of the initial valuation in 2021?
Shay Boloor
@StockSavvyShayAug 2
Over the last five years, SoFi members have grown 518% while the stock is down 21%. The market is overpricing credit risk and underpricing the platform even as its expanding platform turns each new member into multiple financial relationships. SoFi now has twice as many products as members with existing users driving 51% of new product openings proving the “everything app” flywheel is accelerating.
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$VELO may be interesting at this valuation but at least I can't buy it from my account in Europe. Anyone else with that problem?
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Dear @JDVance and @FoxNews: Please check your map: #Cueta is not in Northern Spain. Actually it's so far South that it's even still in Africa - separated by the straight of Gibraltar from mainland Europe..
JD Vance
@JDVanceJul 31
Thank God @POTUS was elected and our country’s border no longer looks like this. These images out of Spain are an unfortunate reminder of the consequences of mass migration and the radical left-wing globalist policies that have enabled the Invasion of the West. @BillMelugin_: "Just look here, do you see any women or children? I mean most people would call these folks so-called asylum seekers. These are young guys just flooding into the country and overwhelming what if any border there is."
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$SOFI I hear that it's overvalues as a bank, but which bank grows 30%? Thinking to buy the dip (again) $PYPL recent CEO comments made clear that a sale would need to be at more than current offer, so I see little downside risk
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$ZETA software is up for a recovery when the AI bubble bursts and people realize not everything will be replaced by it. And it's nicely growing. Chart also looks good  $GRAB has definitely not have a run. But it's such a strong brand across South East Asia.
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Some updates here: $ASTS - sold it all for now. Great company and maybe I miss the explosive train, but I think we will be in this range and still lower until more satellites are up and technology proofs are being delivered. Just dont see a big surprise coming now
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$ASTS Wave ABC correction to 61.8% Fib? Where are all the people that wanted to get in that didn't have a position yet? I am watching this one closely. Might add to my position...
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And $ONDS seems well positioned to profit?
Lyn Alden
@LynAldenContactJul 15
Replying to @Rory_Johnston
I’ve got to assume that energy weapons like anti-drone lasers or pointed interference weapons will become normal to cost-efficiently respond to these sorts of abundant cheap threats.
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$ASTS Elon giving some comments here. Fair Play is good. 🔝
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Great from $SOFI
SoFi
@SoFiJun 4
Proud to support investment opportunities. Access through SoFi: SoFi.com/ipo
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In my opinion there is only one thing that counts for $ASTS price today: details on launch schedule and providers.
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$IONQ Where are the Elliot wave experts? After text book impulse to 5, are we now at the peak of B out of the ABC correction? End of C somewhere at 20?
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Did you know that the history of $TE (T1 Energy) started as FREYR in Norway, aiming to build Giga Arctic battery factory with 100% hydro power? Now rebranded and focused on US solar production. Complete 180 degree change.. #T1Energy #TE #Norway
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I trimmed some $ASTS..yes also those last shares of the ones I bought at 3 USD.. The rest will stay in my portfolio. Now I am tempted, should I add to my $GRAB or to my $SOFI position? Both currently at about -15%. But in $SOFI I already earlier realized significant gains.
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