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why e2open is a takeover target hidden in plain sight. elliott and SaaS
E2OPEN ETWO - massive takeover opportunity. ex SPAC. Saas Biz. EU regs tailwind
ENS .ETH domains celebrate 6 year birthday; offers Zero cost 5-Year .ETH name registration today 5/8, a great chance to pick up your ENS domain without payment!
ENS .ETH domains celebrate 6 year birthday; offers Zero cost 5-Year .ETH name registration today 5/4, a great chance to pick up your ENS diamond domain without payment!
ENS name service celebrate 6 year birthday; grants free zero cost 5-Year .ETH name registrations today 28/4, and still a few hours left - I picked up shanghai.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today 24/4, and still a few hours left - I picked up coffeecup.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .E TH name registrations today 23/4, and still a few hours left
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today 23/4, and still a few hours left - I picked up MarinaT.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today only, still a few hours left I believe - I picked up sweetella.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today only, still a few hours left I believe - I picked up sweetella.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today only, still a few hours left I believe - I picked up sweetella.ETH!
ENS name service celebrates 6 year anniversary; offers free 5 year .ETH name registrations today only, still a few hours left I think - I picked up Marinade.ETH!
Not sure why exactly, but ENS E.TH names zero cost to register today.. Special occasion, or ? I took carlyrae.e.th. So what can we do with t
With ENS name domains zero fee to register for next 4~ hours, I finally got round to claming portly.et h Surprised it was available!
Ethereum Name Service ($ENS) is Airdropping Tokens worth up to 5000$ for the first 1000 People To Claim it.
Why $OPRA has the chance to be the $AAPL of Web3
What do you think about ENS? Buy or not?
What do you think about ENS?
New potential coin in the market!
Mentions
Anyone invested in ENS ? Straight up and to the right since May ... low volume multi dollar pumps every week.
Today I mentioned don’t worry about CPI, just buy EnerSys (ENS). For tomorrow I say: don’t worry about tariff noise, just buy ENS. Stock is CHEAP with big growth in front of it.
Forget about the CPI, EnerSys (ENS) doesn’t care. It is going UP!
EnerSys (ENS)…AI driven explosion in demand for battery backup. That’s what I’m buying more of tomorrow.
Continuing to buy ENS as its batteries are seeing increased demand due to an increasingly unreliable power grid. Its batteries provide backup power to all critical communications infrastructure. Also, its batteries are American made.
Grid is only overloaded 0.1 to 1% of the time. People living next to these data centers are already complaining about natural gas usage and even blocking/delaying new data centers in some areas because of it and you think they're gonna be happy with a nuclear reactor instead? Batteries are IMO the solution that will happen soon. Since you can use them tk handle energy needs during the times when the grid is overloaded, can also use them to stabilise the grid during normal hours making locals happier and even the Trump admin want to promote more local battery production due to chinese dominance. TSLA ENS MVST FLNC. Im holding ENS.
There are two EnSilica employees named as investors on this patent posted on X $ASTS https://search.app/3CgvD NEW PATENT GRANTED FOR AST SPACEMOBILE The patent is "Mutual Coupling Based Calibration" and was invented by Sriram Jayasimha (AST), Christos Kasparis (ENS), Peter King (AST), David Wheeler (ENS) and Huiwen Yao(AST). Why is this important? This builds on prior technology for massive phased-array antennas for LEO satellites in space. The big upgrade? Ditching CDMA sequences for OFDM-BPSK in mutual-coupling calibration. Why does this matter? It dramatically improves phase estimation accuracy (critical for AST's precise advanced beamforming) Better performance on amplitude & group delay Shorter calibration sequences possible which results in less interference & downtime during operations It is ideal for dynamic LEO environments with rapid temperature swings affecting T/R modules. Calibration runs simultaneously with service beams which results in minimal disruption!
This company EnerSys is a huge indirect beneficiary of this data center build out. They provide batteries that backup all critical communications infrastructure. So if the grid goes out like just happened in San Francisco, will put more demand on their batteries. ENS is the ticker.
The pumping of NXXT and now ENS(?) is kind of ridiculous
EnerSys has been a rocket ship lol ENS
Full port ENS. NVDA won’t like the google news
This is a well-structured framework. The electrons-flow approach clarifies the thesis better than most AI power analysis I've seen. One observation worth adding: the institutional positioning in 13F filings leans heavily toward centralized infrastructure rather than the distributed layer you're describing. Names like Constellation Energy, Vistra, and Vertiv appear across Renaissance, D.E. Shaw, Point72, and Citadel portfolios. The distributed stack you've outlined shows less institutional concentration. That's not a criticism of the thesis. It likely reflects different risk and maturity profiles. Centralized power generation has contracted revenue from 20-year PPAs with hyperscalers. The distributed layer carries more execution risk, earlier-stage unit economics, and more volatile capex cycles. Sophisticated capital often prefers the contracted cash flows even at lower upside. The interesting question is timing. Your thesis that storage and VPP software become critical as 24x7 AI loads force more grid flex makes sense structurally. But that story may be a few years behind the centralized buildout in terms of institutional recognition. You could be early rather than wrong. The GNRC and ENS inclusions are interesting specifically because they're embedded in existing infrastructure rather than greenfield development. That installed base creates switching costs that pure-play storage developers lack. If you're tracking cause and effect the way you've structured it, I'd also watch the regulatory layer. FERC Order 2222 enabling DER aggregation into wholesale markets could accelerate the VPP thesis significantly.
Fuhgetabout the damn futures and just load up on ENS. EnerSys is a beast.
Anyone done any work on the company I have been mentioning? EnerSys? $ENS. Feels like other people are catching on.
If you are worried on the AI bubble but still want secret exposure to data center, look at EnerSys $ENS. Stock is cheap and sells a lot of batteries into data centers.
Epstein? No, EnerSys! $ENS. Look up the big beautiful battery plant they are going to build in South Carolina.
Found the other name, ENS lol. Bene looking at this stuff for awhile: [https://www.reddit.com/r/stocks/comments/1cb0aeh/comment/l0yfj7g/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1cb0aeh/comment/l0yfj7g/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
$ENS is breaking out! Off to the races to $250. Just wait until it becomes official that they are going to build a big lithium plant funded by the Government. Space, data centers, defense! Incredible!
ENS been on a nice steady grind higher
Just buy $ENS and sit back and relax and ride the rocket ship
$ENS is the new $NVDA
Anyone care to join me on the $ENS rocket ship? Seems some other people are catching on. Maybe they are getting excited that ENS is increasingly being seen as a a strategic partner to the US Government.
Up and up she goes! Join in on the $ENS fun! There’s much more to go!
Should go with $ENS. Exposed to secular themes but stock is really cheap. Government is likely going to help them fund a gigantic lithium battery plant in South Carolina. They sell into data centers, 5G, broadband, automation, space, and military.
Mortgaging house to go even more long $ENS. EnerSys is going to get money from the government to build a big massive lithium battery plant soon. EnerSys is going much higher.
My moves are the same moves I have been posting about over the last 3 months. $ENS to the MOON. Up she goes! Just like Elon’s Starships! EnerSys= Earnings Now Exploding, Rising Stock Yields Success. ENERSYS.
Bought 200 more shares of $ENS at $132.64. Stock is headed to the moon! 🌕 it is a 🚀
EnerSys ($ENS) hums where the future begins— Powering forklifts, clouds, and data within. EnerSys builds the grids that gleam, A cheap stock tied to an electrified dream. EnerSys ($ENS) fuels onshoring’s call, Batteries stacked like a nation’s wall. EnerSys stands where lithium flows, A gigafactory spark the White House knows. While others trade on hype and noise, EnerSys ($ENS) quietly builds real toys— Steel, cells, and earnings clean, Cheap today, but built to mean.
I have continued to post this but I will post again. EnerSys stock is a 🚀. It has gone up a bunch since I’ve posted and will continue to. I am trying to help you all out. $ENS. Data centers, space, military, automation, onshoring, electrification.
EnerSys is an industrial spaceship 🚀 amidst take off to the moon. $ENS. Allllllllll aboard.
$ENS to the moooon! $ENS. Space, batteries, data centers, automation, you name it!
Rotate from ASMC to ENS. ENS is much cheaper and has exposure to data centers, space, and automation.
$ENS 🚀. End markets include space, defense, automation, data centers.
$ENS the rocket ship! Big beat on earnings! Data centers, space, AI, automation. Jump aboard the ship! 🌕 🌕 🌕
Michael Burry is long $ENS. EnerSys. The moon king. 🌖 🌖 🌖
IREN? No, it’s called $ENS! EnerSys to the moon 🌕🌕🌕
$ENS. Green even on red days. Rocket ship.
Back again. $ENS. Green on a red day! Big momentum in business.
There’s a new king in town. Name isn’t $NVDA. Name is $ENS. American made batteries and power systems. Data centers, space, material handling, military, telecom. At the beginning of an inflection.
Yall look into power grid modernization? PLPC, POWL, PRIM, ENS lotta upside potential that the market hasn’t quite priced in imo
Port all your cash to $ENS at open. Low p/e made in America battery and electronics powerhouse. Supported by the current admonition.
https://preview.redd.it/z60stnaq6jxf1.jpeg?width=1051&format=pjpg&auto=webp&s=fdade2525bc6275ab6ea868516ca9b8978a64aab Long $ENS. American made battery and electronics company that the current administration supports. Big themes it is exposed to.
https://preview.redd.it/5e0ig3vavbxf1.jpeg?width=1051&format=pjpg&auto=webp&s=892399495b0d78fe75f1a6ef3798f105554702c3 $ENS. Low p/e exposed to great themes. American made products. Aligned with current administration priorities.
$ENS. Low p/e. American made batteries. Current administration is likely going to fund a battery plant for them. Lithium ion in South Carolina.
Rate cuts coming…load up on cheap battery stocks like $ENS. Low p/e.
Anyone looking for a cheap stock exposed to great themes? Look up $ENS. Under discovered American made battery company with power electronics. Trading at a crazy discount to battery peers.
Buying up $ENS at the open. Low p/e. American made products. Demand improving. New CEO.
The move tomorrow is to buy cheap stocks exposed to secular themes like $ENS. American made batteries at the beginning of an inflection.
$ENS. Join in on the fun on this under discovered cheap American made battery play exposed to all the good themes.
$ENS. See you boys at the open buying this hidden battery gem trading at a low p/e.
Long $ENS. Under discovered battery play at a low p/e multiple. Electrification, onshoring, automation, data center, grid resiliency, defense, and space exposure.
$ENS is going to rip tomorrow
Means it’s time to buy $ENS. American made batteries. Cheap. New CEO. Battery plant coming funded by the current Administration. Exposed to onshoring, data centers, grid resiliency, defense, space, and automation. P/E ratio is under 12. Crazy cheap and undiscovered.
Amprius barely has any revenue. $ENS is multi billions.
There is a new king in town. Name isn’t $NVDA. It’s $ENS. American made batteries. Cheap. New CEO supportive of us shareholders. Battery plant coming funded by the current Administration. Exposed to onshoring, data centers, defense, and automation.
$ENS. He’s going to give them money to build a battery plant in the USA. Lithium batteries for the military.
Going big $ENS Monday. Undervalued American made battery stock.
$ENS is the cheapest of all the battery stocks exposed to the same or even better themes. American made. THANK YOU FOR YOUR ATTENTION TO THIS MATTER.
$ENS. Cheap battery stock. Much cheaper than all the ones everyone is pumping.
$ENS? It started going up recently
Buying cheap stocks exposed to themes like grid resiliency, on-shoring, automation, electrification, defense, space, and data centers. $ENS
Take a look at $ENS. Cheap American made battery stock tied to a lot of good themes. Electrification/data centers, automation, grid resiliency, on-shoring, space, defense.
Take a look at $ENS. Cheap American made battery stock tied to a lot of good themes. Electrification/data centers, automation, grid resiliency, on-shoring, space, defense.
Take a look at $ENS. Cheap American made battery stock.
Take a look at $ENS. Cheap American made battery stock tied to a lot of good themes. Electrification/data centers, automation, grid resiliency, on-shoring, space, defense.
Take a look at $ENS. Cheap American made battery stock.
Rotate into cheap stocks that are exposed to similar themes. $ENS. American made batteries. P/e much lower than others. Might build a battery plant with support of US government.
Take a look at $ENS then. Tell me that’s not cheap. Batteries.
Anyone ever look at $ENS? Stock is really cheap and might build a new battery plant with money from the government. Batteries are used in critical applications.
There is a support line you can call: 1-800-SML-🅱️ENS
🚩 Red Flags 1. “Send ETH and get it back +1% in 10 minutes” That’s a classic too good to be true promise. No legitimate blockchain project guarantees instant returns for simply sending crypto. 2. Unverified ENS address The address “poolreward.eth” is not an official Ethereum test address. Scammers often use names that sound trustworthy. 3. Suspicious website link The link https://ethlaunchpool.site/pool is not an official Ethereum site. The official Ethereum foundation domain is ethereum.org. Anything else is fraudulent. 4. High amounts suggested ($13,000) The instructions encourage testing with small amounts, then scaling up to huge sums. This is how scammers bait people into losing large amounts after a “successful” small test. 5. Ponzi-style structure Promising returns “up to 10 times a day” with “bonuses” is exactly how fake liquidity pools and Ponzi schemes lure people. ⸻ ✅ The Truth • Once you send ETH to that address, it’s gone. There’s no mechanism on the blockchain that automatically returns funds with a bonus. • Trust Wallet itself is legitimate, but scammers often tell people to use it as a tool for sending crypto into their wallets. • The “results screenshot” is fabricated — scammers show fake profit screenshots to make it look real.
Scam This scam uses ENS names to mimic legitimate addresses, leveraging wallet auto-complete features to mislead users . Hayden Adams (Uniswap) and ENS developer Nick Johnson have warned about this tactic: scammersREGISTER ENS names to impersonate real ETH addresses and trick users into sending funds .
Short JOBY, ACHR. Long TXT, FINMY. Short QS. Long ENS. Short ASTS. Long RKLB, LHX, and IRDM. Ngl, I’m getting fucked up this past week fam, but I ain’t hear no bell.
Or… hear me out… buy a battery company that actually makes money rather than losing it hand over fist… ENS
Straddle/Strangle is also an option, but more risky. They are basically like unhedged ICs. The duration depends on your thesis. If you expect IV to come down in X days, you should probably sell contracts for more than X days. If you have such strong signals, you might be able to go with Straddle/Strangle. If you have less accurate signals and are not sure when it will happen and how range bound the stock is, you might want to diversify your bets a bit, and sell at different expiries and different deltas. I'm building an options calculator that I believe can help with these decisions. It can chart greeks over time and price, enabling you to analyze the theta and vega of your strategy, which are the main things you are looking to benefit from when selling ICs in a high IV environment. Here's a calculation example for a TSLA IC: https://www.gammawins.com/calc?key=BeHk3ENS
Its split between writing CSPs and CCs of which I reinvest half into long term equity holdings and half into writing more derivates. I am not going over my whole portfolio. But I am holding some ASML, DSV, TCOM, JD, and PDD, to name of few. I have been DCA in a bit into GOOGL as it has going down and as well as AMAT, and ENS. I have some position to LANTH. Currently looking to taking a position in Ping An insurance. I might expand my American equities when I feel more comfortable with the political situation.
Yeah, I really wish there was a way to invest into the battery storage aspect of solar, but all companies I've found just don't really have appealing fundamentals. I don't really get it, Seems like a lot of growth in that area, just not a ton of public companies capturing it. ENS is kind of in that area and the numbers looked better, but still not great.
I have a particular interest in power grid and energy storage stocks which include FLNC, NEE, FSLR, and ENS
Anyone invested in/follow $ENS? Enersys
> It's used mostly for criminal activity, let's be honest Crypto represents only about 28% of all reported fraud in the USA in 2023 as reported in the Consumer Sentinel Network report put out by the FTC. [Traditional banking is far and away the leader of fraud/scams in terms of actual dollar losses.](https://www.reddit.com/r/worldnews/comments/sx5xuf/a_massive_leak_from_one_of_the_worlds_biggest/) ...unless of course you have differing data other than "trust me bro". Your post is nothing more than routine crypto misinformation. > You can't really use crypto for any legit reason. Crypto is collectively settling more value than Amex, Mastercard, and Paypal. In fact, people have spent ~$10 Billion worth of crypto over the past year to pay for blockspace on various networks. In addition to that we have WisdomTree RWA Platform, PayPal Ethereum Trading & External Transfers For Businesses, Google RPC Service, EVE MMO Onchain Apps, PayPal and Venmo ENS Integration, Sony/Samsung Soneium L2, Franklin Templeton FOBXX RWA Fund, Fox Corporation Verify Protocol, PayPal Xoom Cross Border Payments Platform, BlackRock BUIDL Fund, VanEck SegMint RWA Platform, and more and more... More use cases include lending/borrowing, exchanges, social media, insurance, mortgages, no-loss lotteries, CDPs, derivatives, payday loans, etc You don't get to wave your hands and summarily dismiss all of that unless you're arguing in total bad faith, which of course you are. > I can't pay my mortgage or rent with it You can pay mortgages with crypto. Maybe your *your* particular mortgage, but it's possible and out there: Milo, USDC Homes, Figure, Ledn, etc. There also used to be Tinlake but it seems to have changed it's business. For rent we have live.rent, livly, ... you get the idea. It's absolutely possible and it's happening and people are doing it. You're *personal* experience does not dictate the validity of crypto as a whole. > can't buy groceries 15,000+ business accept crypto natively, then you have cards like Bitpay. > its value is based on pure speculation As is the entire stock market. "But john, intrinsic value!". Ohh yea, we have that too: https://www.reddit.com/r/investing/comments/rrfo14/fundamental_valuation_models_of_ethereum/ > Without the ability to exchange it for fiat it would be completely worthless, and it is worthless imo. Wrong again! Stocks are owning nothing just as equally as crypto. Being backed by physical company holdings? By the time a company would go through bankrupcy you are last in line to claim and you aren't seeing a cent. However, I'll use Ether as an example: * A share in the Ethereum network * A claim on Ethereum's fees * The right to produce work for the network * Consumed as gas for transacting on Ethereum * Superfliud collateral in DeFi * Programmable money * Ultra secure * Increasingly scarce * Tied to the value of the Ethereum network via EIP-1559 So in addition to above mentioned use cases (lending/borrowing, exchanges, social media, insurance, mortgages, no-loss lotteries, CDPs, derivatives, payday loans, etc, all on the network), you can see that in fact it is quite valuable without the exchange to fiat. Visa recognizes this, Blackrock, SAP, Paypal, et all. Random bots on the finance subreddit for some reason cannot recognize this.
> Why? Because we preach here to have a diversified basket of assets, that we don't know more than the market. Crypto's mcap is $2+ trillion. Does it deserve that much market cap? Debatable. Crypto, especially BTC and ETH, are certainly worth *something*, and easily worth more in 5-10 years. > How? Personally, I DCA with Coinbase (sometimes Gemini), and as soon as my money clears then I withdraw it into non-custodial multisig wallet that I control. I get credit card rewards paid out in crypto via my Gemini card as well, so I make periodic withdraws in the same way. Additionally, I have a percent of my IRA allocated to an Ether ETF. > strategies Nothing clever. Just boring-ass dollar cost averaging. There's certainly a lot you can play with though: lending/borrowing, liquidity positions, yield farming, etc. All have varying levels of risk. > risk management When I started out, I wanted to play with the network and apps, and see what I could do. I tried a few things like AAVE (lending). I've found the simplest and more "risk fee" is just buying and holding just like with traditional investing. > I genuinely want to know your outlook on the cryptocurrency space in the near and long term I'm not a huge fan of Bitcoin, because it doesn't really *do* anything, and because of its long term security issues. I will admit that it's a fine choice for short/medium term investing, and if you think these problems will be solved in 10+ years. I invest almost entirely into Ether. Last month, [Ethereum the network was settling $46 billion per day](https://i.imgur.com/FnKkl4R.png). Believe what you want from crypto-haters/skeptics, but crypto and Ethereum especially has quickly risen to rival traditional payment networks, during a bear market, during a time when everybody and their mother is tapdancing on the grave of crypto. Make of that what you will: Ethereum is the chain that transfers the most value each day. Then we have the fee revenue: over the past year, Ethereum has generated $2.6 billion in fee revenue. These are people paying to utilize the blockspace that Ethereum produces. And has the most economic security (cost to attack the network). Then we have DeFi: $108 Billion in TVL/"AUM" with Ethereum alone. It has about twice as much value in it's DeFi ecosystem as every other crypto combined. And it has more developers working in its ecosystem than the 2nd, 3rd and 4th place chains combined (and the 5th largest is an Ethereum L2). Add to all that, traditional financial institutions (such as Blackrock, the biggest asset management company in the world) "are coalescing around open-source Ethereum for tokenization". And the tokenization of real world assets is already 85% on Ethereum Then we have institutional adoption. I don't need to tell you about the US ETFs. But also: WisdomTree RWA Platform, PayPal Ethereum Trading & External Transfers For Businesses, Google RPC Service, EVE MMO Onchain Apps, PayPal and Venmo ENS Integration, Sony/Samsung Soneium L2, Franklin Templeton FOBXX RWA Fund, Fox Corporation Verify Protocol, PayPal Xoom Cross Border Payments Platform, BlackRock BUIDL Fund, VanEck SegMint RWA Platform, and more and more... More use cases include lending/borrowing, exchanges, social media, insurance, mortgages, no-loss lotteries, CDPs, derivatives, payday loans, etc --- To me this all seems like a no-brainer. Do your own research. You will have the usual crypto-haters around here chiming in and hand-waving everything away, and talk about decade old issues that have been fixed and improved. They'll hand wave away *all* use cases, and make vague arguments. They'll beat their chest and continue to spread misinformation. It's always the same people. Make notes. I don't care if you buy or not. The market will move with or without you. They have an agenda, I wonder why that is. These people have been wrong for over 10 years, while the entire ecosystem has grown and expanded. Cheers!
> The professionals left the table years ago, This couldn't be further from the truth. How do posts like yours get any upvotes at all when they're so blatantly misinformed? Here's a list of developments happening just on Ethereum alone over the past couple years. Sept 25, 2024 - PayPal Ethereum Trading & External Transfers For Businesses Sept 18, 2024 - WisdomTree RWA Platform Sept 18, 2024 - Google RPC Service Sept 12, 2024 - EVE MMO Onchain Apps Sept 10, 2024 - PayPal ENS Integration Sept 10, 2024 - Venmo ENS Integration Aug 23, 2024 - Sony/Samsung Soneium L2 Aug 8, 2024 - Franklin Templeton FOBXX RWA Fund Jun 18, 2024 - Fox Corporation Verify Protocol Apr 4, 2024 - PayPal Xoom Cross Border Payments Platform Apr 4, 2024 - Canadian Blood Services Utilizes EY OpsChain Traceability Mar 20, 2024 - BlackRock BUIDL Fund Feb 28, 2024 - VanEck SegMint RWA Platform Sept 5, 2023 - VISA B2B Settlements Aug 7, 2023 - PayPal PYUSD Stablecoin Jul 25, 2023 - Singapore Government OpenAttestation Document Verification May 10 2023 - EY OpsChain ESG Traceability Feb 25, 2023 - Hennessy H3nsy Web3 Platform Feb 22, 2023 - Spotify NFT-Gated Playlists Jan 13, 2023 - Société Général MakerDAO Vault Jan 9, 2023 - Norwegian Government Shareholder Tracking, BRØK
WisdomTree RWA Platform, PayPal Ethereum Trading & External Transfers For Businesses, Google RPC Service, EVE MMO Onchain Apps, PayPal and Venmo ENS Integration, Sony/Samsung Soneium L2, Franklin Templeton FOBXX RWA Fund, Fox Corporation Verify Protocol, PayPal Xoom Cross Border Payments Platform, BlackRock BUIDL Fund, VanEck SegMint RWA Platform There's also lending/borrowing, exchanges, social media, insurance, mortgages, no-loss lotteries, CDPs, derivatives, payday loans, etc.
Might add more POWL, NXT, ENS here. But also thinking about doing nothing for a while and just stockpiling some cash
I'm not asking for hand-holding, I'm asking from the rational of how these go from point A to point C without point B being "???". > These sorts of comments tell me that you don't fundamentally understand why crypto is important. If it's not decentralized, then it's not much better than a SQL database. I "get" bitcoin and ethereum... I even bought into bitcoin early enough to have enough of it to pay off my house nearly two times over now. My belief in bitcoin becoming the universal currency is that of a koolaid drinker, so I don't want to get on that soapbox anymore than I already have, and I agree ethereum makes sense for some underlying things like ENS to me, and even NFTs though I don't believe in investing in those... anything that's a contract within a closed system can make sense there, it's just that there aren't that many closed systems that have a use that results in a monetary value. The ones that would have inherent monetary value require branching into real-world securities, which requires the enforcement of the law and governmental cooperation... I can't pretend there is magical value to any of that without it and there is no practical way to link what exists currently to that. How and why would a government enforce what some arbitrary blockchain has come up with? How does this happen before a government controls the whole idea from the gate with its own blockchain it controls completely from the start?
Some other names are pumping in the space too, like $ENS was up 10% the other day. I've seen some posts around battery storage and California, I think people are starting to wake up to how important batteries are going to be. Also seems like some other names are seeing sales come back again, which means it could be a possible bottom in the industry. $AMRC is like 7% today and 362% from their earnings report.
And what does all that stuff running on ETH truly offer that anyone wants, other than the mometary hope of pumping some other coin up? Seems like a house of cards for the vast majority of them, but there are a few in there that might have use, like ENS perhaps. Still, it's pretty rampant out there with people finding solutions for problems that don't exist.
Could be. I've been posting for a long time around the electrification trade and physical data centers. The amount of energy we are going to need and how much grid updating is insane. I'm really bullish long term on things like battery storage, but the latest few quarters from some names haven't been great, but seeing AMRC get some solid numbers, feels like it could be a bottom. Plus it feels like rates are been sticky now for a while and we probably aren't going to raise, so hopefully that should help the sector. Another name in the space I've been watching is $ENS. Much like $AMRC, they have been beat down for the past year and the stock has become pretty cheap. Honestly might be do a swing trade on them based off some of the other names and probably a great upcoming quarter, which they report on the 23rd. Here's their investor presentation from last quarter [https://investor.enersys.com/static-files/387f0dfd-c0c7-4dac-901e-9a1520f4777a](https://investor.enersys.com/static-files/387f0dfd-c0c7-4dac-901e-9a1520f4777a)
I saw some news around how CA used a bunch of energy from battery storage. I really want to invest in some of these companies but all them seem to be not great investments right now. Outside of $FLNC, I've looked at $ENS and $AMRC. Still think I'd rather own the electronic component supplier or some of the HVAC names for now.
I'm not familiar with the company or stock, but from glancing at its Yahoo Finance page, it seems to have negative earnings and a lot of debt. It has plenty of cash to keep paying dividends, but dividends are only one component of total return. Switching over to ZSP is probably the right move in the long term for diversification purposes, and to shift your focus from dividend yield to total returns. [https://finance.yahoo.com/quote/ENS.TO](https://finance.yahoo.com/quote/ENS.TO)
Hello everyone! I tried making a post but I do not have enough karma so I will try to ask on this thread here. I started investing during COVID and began "dividend investing" around the same time. A large portion of my portfolio is invested in ENS.to, which is currently underperforming. I must admit that I did not understand how a split corp works at the outset (and still don't fully grasp it), and I would like to sell most of my ENS stocks and invest them into ZSP.to. My questions are: How is it that [ENS.to](http://ENS.to) is still paying distributions despite the NAV being below $15? I suspect they are resorting to overnight offerings to sustain the high yield, which, in my opinion, is not healthy. Secondly, why has it declined so much in a bull market (assuming it's a bull market now, given the surge in AI stocks)? Will it recover to $15 when interest rates start to lower? My last question is: Should I continue dollar-cost averaging this stock since it has dropped significantly, or should I focus on investing in ZSP.to? I'm 29 now and planning to invest for the long term, so I lean towards the latter option. I feel like I made a mistake investing in ENS.to when I first started. Please let me know what you guys think. I'm a novice in investing, so please educate me. Cheers.
STEM also reported yesterday, numbers don't really look great. I think we've talked about, I really want to be bullish on battery storage, but it feels like all the names I've looked at aren't doing great. STEM FLNC ENS AMRC
I've owned FLNC in the past, but don't own them now. I went back and forth on them and STEM. I really think battery storage will be key but most the companies in the space haven't been great. Like ENS and AMRC also in the space and actually have a positve EPS, but their overall performance for the past year has been bad. I really do think long term, they might be winners, but that's part of the reason why I just have a position in $WIRE. Company kind of touches a lot of industries.
Anyone have thoughts on ENS-USD ?
Bullish on $ALB, $LIFT.V, $ENS, and a few other smaller lithium plays.