kenneth77
kenneth77
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avatarkenneth77
2024-04-09
$Marathon Digital Holdings Inc(MARA)$ Be fearful when others are greedy and be greedy when others are fearful. Mara is worth 5 billions now. Any fund that purchased half of Mara get access to 1.5billion bitcoin and cash. Halving cause price to rise due to supply and demand. But rising price become too expensive to buy. Next halving is 4 years aways. Companies that servived like Mara tend to benefit with rising price, generating bitcoin without buy from open markets and fund get revenue of more than half a billion yearly for the next 4 years.  Thoughts. Why not the big sell down if funds and investors are leaving. 
avatarkenneth77
2021-08-05
$Moderna, Inc.(MRNA)$Just remember all biotech company play on result, sales and news. Vaccine sales will last for a year or 2 but after that, the pipeline for the next product at least few years to be approve to generate yearly revenue. Moderna has many research in the pipeline but just one approved product. Typical Vaccine take about 10 years to get approve so dont expect all to be fast track. 
avatarkenneth77
2024-04-23
$Marathon Digital Holdings Inc(MARA)$ actually Bitcoin miners are the only one generating profit after halving... non of the etf generate returns unless bitcoin rise significantly.. the only skin is just exposure but miners have expenses but still generate positive revenue..  so stock appreciation is better or exposure is better. Just my 2 cent
avatarkenneth77
2024-12-26
$MARA Holdings(MARA)$  Worry about Mara not going up, worry more for which country yet to adopt or accept bitcoin. Even Russia want a skin in the game for international trade, will it get bigger when major economy adopt bitcoin as gateway for international transaction.. Thinking hard. 
avatarkenneth77
2021-08-10
$Moderna, Inc.(MRNA)$For those vested in Moderna, I mentioned not to chased because when selling come, the selling pressure will be high at such a price. Same play for the rest of Biotech stocks that rise on news, revenue and hype. Moderna is a life saving stock, stock with many vaccine in the pipelines but currently only one approved product. If the big fishes are kind enough to push back high, please do a serious reconsideration. It a stock meant for long term play in years to come. Not short term play.Chairman, CEO and others have been constantly selling since last years. The news of share buy back program was meant to buffer when it drop but not to sustain and let the stock hit higher and higher. Institution has been
avatarkenneth77
2021-08-02
$Lion-OSPL China L S$(YYY.SI)$joke FM can't even maintain the listing price. That a scxxx it cheaper to buy now when....
avatarkenneth77
2024-03-08
$Marathon Digital Holdings Inc(MARA)$ 1.5 billion in cash and bitcoin holding. 6 billion market cap.  20% shorts float Mara is good and ready for a short squeeze when time is ripe.   Current 0 co-relation with bitcoin movement. Seem like whales are suppressing with big sharp flushes 4-5 weeks more before halving. Bitcoin network rely on miners. Miners gas fee  Supply vs Demand pull factor
avatarkenneth77
2024-10-07
$Marathon Digital Holdings Inc(MARA)$  Mara has a price to book ratio of 1.69 by standard following microstrategy, it should be trading at least 3-4 times the price now... Election is in play... momentum is not there. 
avatarkenneth77
2024-03-13
$Marathon Digital Holdings Inc(MARA)$ When you scared, demand become more precious. Low volume daily trade. 1.5 billion in cash n bitcoin. About 3 billion from fund can control Mara and utilise the fund. Assume 1k bitcoin monthly at 70k. 1 year almost a billion revenue. Cash cow for fund purely holding and controlling. That why suppress price to buy more shares.  Imagine if bitcoin hit 100-200k. 
avatarkenneth77
2021-08-05
$Moderna, Inc.(MRNA)$Been with moderna since the 20 range but just an word of advice, dont be bag holder. The push up is for institution to exit after holding since last year. 

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