Ethan Invests
@EthanInvests
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Investing with a diversified portfolio. Happy to share, happy to learn.
Joined May 2021
This is how I start the year. $ASTS already up 246% $JD Break 30 and run? $GRAB love the news of today $PYPL sorrow child. Down 20%.. $FGPHF wild play. Graphene totally underrated material. $DNA can't live with and can't live without you. And some other ones.
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I doubt it is as such. There are other things like planning services,.etc. but maybe it gives some kind of estimation Framework.
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Great news from $DNA about the new 47M contract. Congratulations @jrkelly Does it mean we can assume one of those RACs is about 500k??
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European investor while US markets are closed over Thanksgivings #ThanksgivingDay #StockMarket
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$ASTS in my experience when so many in the market are watching exactly that one obvious point for a buy, the stock very often doesn't get just quite there. 45-50 is a good entry range. NFA.
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If the frame work is a basis for discussion and not a take-or-leave proposal, you would think that this proposal would start with points in favour of the side you are on. And then give into some asks from the other side. So, seems clear which side the US administration is on.
Any Ukraine-Russia peace plan has to: 1) Stop the killing while preserving Ukrainian sovereignty. 2) Be acceptable to both Russia and Ukraine. 3) Maximize the chances the war doesn't restart. Every criticism of the peace framework the administration is working on either
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I usually don't comment politics, but maybe someone should tell @POTUS that you don't get the #NobelPeacePrize for surrender nor is it any #artofthedeal to give into all the requests of the person on the other side of the table. #UkraineWar
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Another great step by @acce and $PYPL. Full trust in this man and the mission.
Excited to partner with @perplexity_ai to power seamless agentic shopping experiences. Starting next week, customers will be able to search, shop and pay for their holiday purchases with @PayPal in Perplexity. Let’s go! @AravSrinivas 🚀 https://t.co/OjSm4AAxB7
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Portfolio update: -Sold: $SOFI, $ETH.x and $DNA - Bought: $JD and $NVO (both in oversold territory) with low P/E - Open gamble: $IFRX - Might buy more: $ASTS $OSCR $BNTX $DNA (only if in oversold territory) - Bounce trade: $NOK at $6?
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You just can't convince me on $HIMS and $DUOL $HIMS: Drug companies spend a lot of money on research and have to have assurance that it will pay off (through initial high prices) $DUOL: Nice to play around with but I doubt anyone has ever really learned a language with it.
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I originally entered this when it was still $FREY. But I am happy I exited without a loss. Really $TE this is your marketing? Looks so f... unprofessionell I could do it better with PowerPoint... (Sorry, not my usual style, but come on...)
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Glen-2 success. Great news for both $ASTS and $RKLB. Congratulations 👏👏👏
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$AAPL True Innovation finally 🤭
Apple $AAPL today unveiled the iPhone Pocket "Inspired by the concept of “a piece of cloth,” its singular 3D-knitted construction is designed to fit any iPhone as well as all pocketable items" Apple is charging $149.95 for the short strap and $229.95 for the long strap design
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I sold $PLTR in the 70s because I thought the valuation (then about 180B) was stretched, despite it being a great company. I have no plans to sell $ASTS anytime soon because the current valuation of 24B (at 66 USD) is still very reasonable (spectrum, tech, partnerships, ...)
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$DNA I complied about too little transparency and excited. But @Ginkgo is catching up. And I have had interesting discussion with a biologist about AI over the weekend. Today I added $DNA again to my portfolio. Gotta be patient.
We're excited to announce that we have been awarded a contract through the @BARDA Biopharmaceutical Manufacturing Preparedness Consortium (BioMaP-Consortium) to develop innovations that strengthen and reduce the costs of domestic biomanufacturing of monoclonal antibodies (mAbs)
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$ASTS is high conviction for me and many others. But I don't get why many are surprised about today's dump. The satellite in India is going to launch 'only' in Dec. + we don't have concrete news about other shipments. That is less than expected based on recent announcements.
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$ASTS $RKLB future or comms + space $PYPL innovative cash machine $Reliance Indian giant $SOFI $NU everyone's finance $ETH.x running blockchains $FGPHF innovative material $UNH $BRK.B $JD $BLK safe bets $OSCR Disruptor $BNTX Solving cancer $SANA solving diabetes Good bets?
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Quick portfolio update - Exited $AMD...obviously a mistake. - Sold half of $SOFI some profit taking at +230% is ok. -Sold all $DNA why? No updates, no transparency. Markets are at ATH. Risk of correction. + Bought more $PYPL Comments welcome.
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