$1,000 follows their calls into $737
Johan Ekroth@ekrothSold $BWXT in April around $230. Bought it back today around $140. The thesis hasn't changed. Nuclear components and fuel for US submarines and aircraft carriers carry the business, and civil nuclear and SMRs add growth on top. Guidance is up and the backlog has grown. At a
Johan Ekroth@ekrothKraken Robotics might be back. Added $PNG / $KRKNF today for the undersea defence exposure. Covelya broadened the business but the stock lost momentum after closing. It seemed to bottom last week, it started climbing this week, and today's dip was my entry.
Johan Ekroth@ekrothEven after doubling my position during the dip, I still feel I was too conservative. Long $ASTS!
Daniel Koss@daniel_koss🚨 big news: AST SpaceMobile $ASTS is reportedly positioned for Japan’s J-LEO satellite project, backed by a 150B yen government subsidy. Should be massive for ASTS: Japan is reportedly preparing to fund a domestic low-Earth orbit network for national resilience. - The Nikkei
Johan Ekroth@ekrothThe biggest, most-discussed name in neocloud doesn't top my ranking. Neither does the hottest. I ranked twelve public neocloud companies on two questions: who captures the long-term economics, and how much is already priced in. The answer sits one layer deeper than the obvious.
Johan Ekroth@ekrothThis summer forced me to rebuild my investment methodology. Yesterday, I closed the first completed case in developing my new approach: $MXL I bought my first shares at $69.15 on September 10 and sold the final share at $105.88, a 53.1% price move in 25 days. Over the weekend,
