Bill Kohrs

Chilling on the NorCal coastside

[Bill Kohrs @BillKohrs1]

@belbeleggers At age 71, I totally agree in principle. I rode $AAPL $GOOGL for 25 yr to a $10M port in 2021. Drew down $ 2M to invest in 5-10 2035 stocks. Now +50% 5 years later. Holding large AI + space positions $ASTS $QS $TEM. <200 trades / year. Go where the world will be.

[Bill Kohrs @BillKohrs1]

@1MoreSmithHere @ArneLutsch The space / $ASTS "applications flywheel" is starting to take shape...like $AAPL in 2008 - '15. B2B and BTC applications for the unconnected global population. WhatsApp will be the first "killer app." Others in future. $ASTS as gatekeeper in early stage of space industry.

[Bill Kohrs @BillKohrs1]

@belbeleggers In 2003 I bought 10 $AAPL LEAP options for like $ 30k. Exercised into 1000 shares in '04. Never sold a share-turned into 28,000 shares at $ 1.16/share by 2016.

Same playbook with $ASTS until the market proves me wrong.

Will leave them to my wife and kids.

[Bill Kohrs @BillKohrs1]

@Defiantclient2 @AST_SpaceMobile @Google Do you think there is ny future 3-way partner synergy between $ASTS $GOOG and Relativity Space $RESP since Eric Schmidt, ex-$GOOG CEO, is now CEO at Relativity? Launch or a vertically integrated orbital data center solution similr to $SPCX?

[Bill Kohrs @BillKohrs1]

@belbeleggers First buy was a $ 5 option. Heavy accumulation in 2025. Holding 29k position. 40% shares .+ 60% LEAPS at & 20-40 strikes. Blended cost basis is $ 34/share including future exercise cost.

[Bill Kohrs @BillKohrs1]

@kittenfuud @historyrock_ Song came out in 1995 on her debut album "Relish." OMG that album was so good - I play it now, still solid, Check out "Righthand Man" and "St Theresa." So talented. Great backup singer for Motown tracks and toured a lot with Grateful Dead.

[Bill Kohrs @BillKohrs1]

@Gantosj Also holding a heavy $ASTS position in addition to $VLTLF. One similarity: commercial offtake agreements plus govt use tailwind from lithim as ctrtical mineral v PRC. One major difference: conversion to revenue/profit much quicker - less technology risk versus space. Bullish.

[Bill Kohrs @BillKohrs1]

@C1_dF9432 @Stvcarell @QuantumScapeCo @Tesla @panasonic My misfire, apologies. Straubel remains on Board - just executed options transaction. Ribar and Niebergall added to BoD. Maybury added to Science Adv Bd. Also, founder/first CEO, Jagdeep Singh no longer has any affiliation with QS.

[Bill Kohrs @BillKohrs1]

@C1_dF9432 @Stvcarell @QuantumScapeCo @Tesla @panasonic Agreed. One point - I believe Straubel has left the QS BD in May/June as they rotated on new executive hire Directors, esp in govt Defense sector.

[Bill Kohrs @BillKohrs1]

@JKeynesAlpha Strong read-through for the $QS partnership with $FLNC?

[Bill Kohrs @BillKohrs1]

@haugejostein Accurate current description of market position and CATL. But solid state battery tech is being scaled rapidly by $QS + 2 auto OEM. Will disrupt global battery market next 18 months. Anode free. No PRC graphite. Huge performance. USA/Ger/Jap will lead disruption in EV+other.

[Bill Kohrs @BillKohrs1]

@vrexec From a 71 y/o ex-IBM/ORCL/startups. I'm totally locked in to where the world will be in 2030 w AGI, humanoids, space/data ctr, FSD/Lidar, SSB.

This will exceed 1981-5, when Internet, IBM PC, cell phone, Mac were launched.

Not working a job but never worked harder at investing.

[Bill Kohrs @BillKohrs1]

@Defiantclient2 @QuantumScapeCo Tx for posting; props to $QS mktg for this vid. As a 25k share 1 yr investor, this adds lots of cred to the leadership team, the $QS vision/TAM, and the business strategy of IP transfer. Every investor, analyst & short-seller should watch. Hope for future vids like this.

[Bill Kohrs @BillKohrs1]

@kingtutcap The extent of my DD on $AUR. Last 3 BOD appointees:

- Ex Founder Linkedin & Silicon Valley heavyweight
- Ex CEO ServiceNow, EBay, Nike
- Ex President/CFO META from IPO

I think I'll hold until I see them sell.

[Bill Kohrs @BillKohrs1]

@SpaceInvestor_D Age 71 calling recency bias. Hail Mary made me think of seeing 2001 Space Odyssey in 1968 at age 14. It still rings true after 58 years. lt also now hits like a creepy AI/AGI vibe.

[Bill Kohrs @BillKohrs1]

@JKeynesAlpha Congrats - you've been highlighting $QS for quite some time.

Also, I don't think exec hires like this join $QS unless the Eagle line production yields/specs meet world class benchmarks for defense/industrial use.

[Bill Kohrs @BillKohrs1]

@C1_dF9432 @davill @tottaway22 Imho feels like either Bezos or FAA or future govt users of ASTS sats (DoD / Intel / Spaceforce users) forced this email with political pressure.

[Bill Kohrs @BillKohrs1]

@kingtutcap Pretty sure Cramer was also wrong back in 1899 - stayed long stagecoach stocks.

[Bill Kohrs @BillKohrs1]

@endless_frank Must have been short $ASTS. He didn't listen.