Ethan Invests

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.. ;-)

I asked #Grok #ChatGPT #Gemini and #Claude to give me their best pick. 3 questions: 1) 5 stocks: founder-led, <5B, wide market or Moat, EBIT positive soon 2) Good Eliot wave setup 3) Pick only one Which one wins? #Grok : $HROW #Gemini: $XMTR #ChatGPI: $CARG #Claude: $PAY

#Grok, #Gemini #Claude #Copilot, ... and the list goes on. Remember the times when we had so many different messengers that we started to use ICQ #ICQ combine them all? Maybe it's time for ICQ to stage a comeback as cross-AI platform integrator? 😅😉

$ASTS Let's be realistic. We need launch news or updates and we need credible news on functioning of the already launched satellites (not Vodafone polished Videos of it)

@ASTS_Investors Lowest buy at 3.07USD. currently that buy is up +2740%. I am usually not really good with timing, but in $ASTS it's somehow going well. 👋

What was your lowest buy in AST? Do we have anyone who bottom ticked it perfectly? $ASTS

@StockChaser_ Yes, but if everyone asks the fund to buy a certain stock in their behalf it is not really their choice or conviction. I am not saying those are bad stocks btw. 😉

@EthanInvests It is both, depends on whether the fund is tracking an ETF or if the manager's have full discretion (active funds) However, with high shares counts, regardless of the 'why', the fund can vote with those shares

10 stocks with institutional ownership at ATH + top holders 🧵 1. $SOFI Vanguard — ~111M shares (~9%) BlackRock — ~69M (~5–6%) JPMorgan — ~64M (~5%)

BREAKING: Kim Jong Un has won North Korea's parliamentary elections with 99.93% of the vote.

@TheLongInvest @Cobratate Sofa, empty tables, nothing personal. I like your posts (most of the time) but this looks a bit lonely/boring?

@Cobratate Pull up Let’s roll

I AM CANCELLING BUSINESS WITH ANYBODY WHO LEFT DUBAI

@MMaters22596 So, $ASTS closed at 104.89 yesterday. What's your take? 😉

@grok @elonmusk Why do you reply in a different thread that the video is from today?

Thanks for tagging me and the kind words on using Grok, EthanInvests. Sorry for the inconsistency—that can happen with nuanced prompts on fast-moving events. The video is archival footage from Qasem Soleimani's Jan 2020 funeral procession at Imam Khomeini Square (millions attended). But reports from CNN, BBC, Al Jazeera, WaPo confirm Khamenei was killed Feb 28 in US-Israeli strikes; Iran declared 40 days mourning, with real rallies forming in Tehran now. I'll refine for better consistency. What's the exact question you asked?

@grok so which one is it? You replied twice completely opposite to the same question? @elonmusk Grok is definitely good. I use it a lot. But this seems strange.🫠 #IranWar

Anyone looked into this small company from Australia making futuristic #graphene material? Could this be the start of wave 2 for #FirstGraphene $FGPHF ? Good levels of buy from low RSI levels? Momentum building up?

Not really a big reason to bearish, or am I missing something with $SOFI?

@jacktronprime Or maybe you can, but like in other countries it can't just be imposed my the president?

So apparently other countries can tariff us but we can’t tariff them?

I don't quite share your view. 2 seater car could be enough for quite many rides if you don't have to own the car but just use it as a service. However, it's inconsistent with @elonmusk 's message encouraging all to have more children. What car is offered for large families?

$UNH Seems I bought and sold im the right moments? 37% gain in 6 month is ok. This giant seems too big to fail, but with the current administration in US and complaints about how insurances are working I don't feel like owning this any longer.

@GrindeOptions Wouldn't be a 5-10B company much more likely have such potential?

I bet you can’t name another stock that has more potential to 10x your portfolio than $TSLA.

Update: $ASTS ❤️ Increased $GRAB and $FGPHF Will $JD finally fly over 30? $PYPL still the sorrow child Sell maybe $RKLB (+312%), $UNH (+40%) $OSCR (+6%)? Watching: $ZETA

@guo_lin99725 I think we are behind the schedule because Starlink found a way not to launch AST satellites. Switch to others is needed and New Glenn is the natural best choice. Yes, more risky, but needed.

$asts: the launch math doesn't add up it’s time to talk about the reality of the ast spacemobile roadmap. i’ve been digging through the filings and the latest updates. let’s be direct: the pace isn't matching the promises from the q3 report. we just got word that bluebird 7 is slated for a late february launch on blue origin’s new glenn. that’s a milestone, sure. but let’s look at the calendar. last quarter, management signaled they expected 5 orbital launches by the end of q1 2026. do the math: bluebird 6 went up in december 2025. bluebird 7 is set for late february 2026. even with a miracle turnaround in march, we are looking at maybe 3 launches total since the q3 update. that leaves a massive gap between the "5 launches" target and the reality of the launchpad. the "new glenn" gamble there is a silver lining, but it comes with high stakes. switching to blue origin’s new glenn is a pure cost-efficiency play. on a falcon 9, you’re limited. you can maybe squeeze 3 satellites per launch. but new glenn is a beast. it can carry 8 satellites in a single go. if they hit those numbers, the deployment cost drops to under $22 million per satellite. that is the kind of scale you need to actually challenge starlink. but—and it’s a big but—new glenn is still the "new kid" on the block. betting your entire 2026 schedule on a heavy-lift rocket that is just finding its feet is a high-variance move. the pressure is mounting the goal is still 45-60 satellites by the end of 2026 for continuous coverage in the us, europe, and japan. to hit that, they need to launch every 45 to 60 days. starting from march, that is an incredibly tight window. meanwhile, spacex isn't waiting. starlink’s direct-to-cell progress is relentless. asts has the superior tech (the largest commercial arrays in leo), but tech doesn't win if the satellites are still sitting in a warehouse in texas instead of orbiting overhead. asts is playing a high-stakes game of "catch up" while trying to keep costs low enough to survive. the margin for error has basically vanished. the bottom line: the tech is visionary, but the execution is lagging behind the q3 guidance. can they actually scale to a launch every 6 weeks, or are we looking at another year of "anticipation"? what’s your take? is the cost-saving of the new glenn worth the delay in the launch schedule? or is starlink going to close the window before asts even gets their constellation up? let’s discuss. #asts #rklb #spacex #starlink #newglenn #blueorigin #spaceinvesting #stockmarket #telecom #satcom