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Philip Femø Profile picture
Philip Femø
@PhilipFemo
💻 Software Engineer 📈 Tweet about $EH $NET $PLTR 💬 Trying to live by the words: "Average performance yields average returns"
Nov 7, 2023 • 13 tweets • 7 min read
$EH @HindenburgRes Short report. Lets examine and straighten some facts. 🧵

TLDR;
This neatly mixes questionable "facts" in with anonymous claims and is ultimately a bogus short report in my opinion. $EH PTBV Argument. Kinda useless to use on pre-commercial business operating companies. Image
Jan 16, 2023 • 25 tweets • 6 min read
🧵 $EH Lets talk about Ehang and the secret ace up their sleeve.

🧠 Let us talk about the brain of future UAM operators - the Command and Control (C&C) center of Ehang.

#UAM #eVTOL #AAV #UAV #drones #SmartCity #EH216
@aktieuniverset
1/ This key piece of software is responsible for keeping track of your autonomous drone fleet to ensure safety and efficiency. It has 5 main purposes:

🖥 Monitoring
🛫 Dispatching
🛂 Controlling
⚠️ Warning
🧠 Centralizing

Lets go through each area in depth!
2/
Aug 9, 2022 • 27 tweets • 6 min read
🧵 on my largest position $EH part two:

So you got interested in Ehang from my first thread:


But you're asking yourself.. What happened to the share price?

Lets revisit a dark time for $EH together and shed some light on it. Ehang stock price from 2019-2022. ATH ~$120.
Current share price: ~$7.5
Aug 8, 2022 • 8 tweets • 2 min read
$PLTR probably time to trim my exposure here after disappointing earnings. 4.5B revenue in 2025?
If they trade at 10x that'll be a ~$20 PT in 2025 a 90-120% ROI over 3 years. Not bad, but not exceptional.
🧵 About PLTR position revision. It seems like PLTR is having issues scaling "the best software in the world" and are now guiding with FY22 1.9bn in revenue up 42% YoY from FY21.
Their goal is to hit 4.5bn FY25 which would require a 45% YoY revenue but the trend is down so hitting the goal now seems less likely.
Aug 5, 2022 • 18 tweets • 4 min read
🧵About my largest and most controversial position.
A thread about $EH (EHang).

What is it? An electric vertical take-off and landing (eVTOL) company.

Why is it controversial? It is a Chinese company. What is an eVTOL?
Shortly put, it's a 'helicopter' but on electricity instead of gas. They come in many shapes and someare referred to as drones or flying cars, some are just helicopters.