daninvests

filmfanatic and owner of: melancholia.cinema on TikTok & Instagram. Talking About: Cloud, SaaS, A(G)I, Genomics // MSc Economic Psychology // Tech Savvy

[daninvests @daniedorn]

Today Im starting a new journey. You know solely from my equity opinions, but Im a big cinephile behind the scenes. Working as a journalist for over 2 years has brought me places, but I never started a Substack or Newsletter until today *completely free* https://t.co/YSDVwwQ3L3

[daninvests @daniedorn]

peter pannekoek vraagt zich af wat er mis is met hem en anders kan. #peterpannekoek

[daninvests @daniedorn]

@MrBeast total pennies: 33,631
assuming the room is ~ 8m2 x 8m2 and the bottom is 15cm layer there is i think 2,100 approx per m2

[daninvests @daniedorn]

@IndraStocks @GothamResearch @grok is this refute to gothamresearch short report valid?

[daninvests @daniedorn]

why is $SNDK down? thought it only went up

[daninvests @daniedorn]

@joecarlsonshow i think selling them will perform the best 🥲

[daninvests @daniedorn]

now do $CVNA 😅🥲

[Austin Lieberman @LiebermanAustin]

No matter how you look at it, $AVGO is overvalued compared to its historic multiple.

Trades at a Blended P/E (factors in some fwd growth) of 57.

To work from here, through 2027, they need to grow EPS 30% - 40% and trade at a P/E in the 30s.

Better opportunities elsewhere imo.

[daninvests @daniedorn]

@JasperDLT heb een kleine allocatie $BMNR maar skeptisch rondom MSM support. Vaak is dit soort gevallen een 'exit liquidity event' toch zou ik een waardestijging Ethereum niet erg vinden

[daninvests @daniedorn]

@LizClaman @mtbarra @GM @FoxBusiness Justice for 88 yo old Ed who $GM stole his pensions from

[daninvests @daniedorn]

https://t.co/41HBuixKHA

This is the full video link of 88-yo Ed having to work in a supermarket because $GM took away his pensions. Meanwhile CEO @mtbarra takes home fat bonusses. Justice for Ed and hold your executives accountable. Disgusting Corporate greed

[daninvests @daniedorn]

I hope american stop buying $GM after taking this 88-yo veterans pension away. Im short $GM now, this going to get ugly

[daninvests @daniedorn]

I hope american stop buying $GM after taking this 88-yo veterans pension away. Im short $GM now, this going to get ugly

[daninvests @daniedorn]

@hoomansv nah im sure both conmans will be able to pump their shillings further up, and then say: "told ya so" - sadly

[daninvests @daniedorn]

@TJTheWheelDeal the real question here is: why complicate this strategy so much. If you believe in the long term value of Ethereum and the utilization of Tom Lee as the US biggest DAT of $ETH you should believe in the logrithmic returns of Ethereum ecosystem and not cap any upside

[daninvests @daniedorn]

The Melancholic Letters weekly journal available now! Covering:
-My experience of International Film Festival Rotterdam 2025
-3 Reviews (of 27 screenings):
1. Le Deuxieme Acte -Dupieux
2. L'Amour Ouf -Lellouche
3. Transcending Dimensions -Toyoda

https://t.co/Vq8dghQo87

[daninvests @daniedorn]

@DivesTech where is $ORBS at?

[daninvests @daniedorn]

Yo Tom quick q:

assuming $BMNR has 3% $ETH supply
3% * 120,7M = 3,6M tokens

current price $ETH hoovering at 2,900/token

$BMNR has 284,7M s/o

value per share should be:
3,6M * 2,900 = 10,44B/284,7 = 36,88/share

Then why is the current share price 30,44 (17,5% less)?

[daninvests @daniedorn]

really quick question:

assuming $BMNR has 3% $ETH supply
3% * 120,7M = 3,6M tokens

current price $ETH hoovering at 2,900/token

$BMNR has 284,7M s/o

value per share should be:
3,6M * 2,900 = 10,44B/284,7 = 36,88/share

Then why is the current share price 30,44 (17,5% less)?

[daninvests @daniedorn]

$SEMR i guess Oracle saw the same value of SEO

[daninvests @daniedorn]

over past days ive been trimming short positions in $PLTR $HOOD $NVDA $AMD and go long depreciated growth and value names (order of size)

$PYPL
$TTD
$MRNA
$ENPH
$IEP
$BMNR
$ORBS
$FISV
$DUOL
$NVO
$NKE
$CMG
$LULU
$FIG
$SEMR
$MSTR

[daninvests @daniedorn]

Curious to see what upcoming Films are on my radar as journalist, read my letter below

https://t.co/qthqLnCzku

[daninvests @daniedorn]

over past days ive been trimming short positions in $PLTR $HOOD $NVDA $AMD and go long depreciated growth and value names (order of size)

$PYPL
$TTD
$MRNA
$ENPH
$IEP
$BMNR
$ORBS
$FISV
$DUOL
$NVO
$NKE
$CMG
$LULU
$FIG
$SEMR
$MSTR

[daninvests @daniedorn]

@long_equity takeaway: but the dip!