Ethan Connelly
Ethan Connelly @EthanConnelly

Performance
All

3.56%2026
2026
26.34%2025
2025
23.13%2024
2024
23.39%2023
2023
-25.16%2022
2022
16.19%2021
2021
47.08%2020
2020
-0.54%2019
2019
47.1%0%-47.1%
Discussions
Ethan Connelly
Ethan Connelly
United Kingdom
4d
Edited
𝗖𝗼𝘂𝗹𝗱 𝗺𝗲𝗺𝗼𝗿𝘆 𝗳𝗼𝗹𝗹𝗼𝘄 𝘀𝗼𝗹𝗮𝗿? An interesting exchange following the selloff in $MU (Micron Technology, Inc.), $SNDK (Sandisk Corp/DE) and other memory stocks after China's CXMT announced progress on its new DRAM architecture. The original post argued that the market was overreacting,... Show More
Ethan Connelly
Ethan Connelly
United Kingdom
10d
$CEG (Constellation Energy Corp) Constellation Energy is up today after announcing a major long-term power deal with Google. The agreement covers 3.59 GW in total, including 890 MW of new nuclear capacity created by upgrading existing reactors. Constellation plans to invest more than $4.3bn, with the... Show More
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CEG
Constellation Energy Corp
276.50
1.50 (0.55%)
Ethan Connelly
Ethan Connelly
United Kingdom
12d
$APP (Applovin Corp) AppLovin is one of the most downtrodden stocks over the last year, currently 60% in the red. On BigFatBat's contrarian signals report we see that retail are not buying whilst analysts remain very bullish with 16 buys, 5 holds and 0 sells. Why is retail overlooking? I recently... Show More
BigFatBat | AI-Edited Market Intelligence
bigfatbat.com
AI-edited market intelligence, curated around your portfolio and the investors you follow.
Ethan Connelly
Ethan Connelly
United Kingdom
12d
Keep up to date with filings from the companies you're invested in, now on BigFatBat.com (an etoro app). $COIN (Coinbase Global Inc) $TSLA (Tesla Motors, Inc.) $NKE (NIKE)
Not investment advice. The author may have financial interests in the mentioned instruments.
Ethan Connelly
Ethan Connelly
United Kingdom
16d
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗥𝗲𝗽𝗼𝗿𝘁 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 Dear copiers, September has shown some wide ranging performance across our portfolio. Through 29 September we’re up approximately 0.48%, with gains in cybersecurity and semiconductors. We were down around 3% earlier in the month before recovering... Show More
Ethan Connelly
Ethan Connelly
United Kingdom
1mo
Buying into cybersecurity is already paying off. Whilst I'm exposed to power, these losses are completely offset by my cyber stocks. $ZS (Zscaler Inc) $S.US (SentinelOne Inc.)
Not investment advice. The author may have financial interests in the mentioned instruments.
Ethan Connelly
Ethan Connelly
United Kingdom
2mo
BigFatBat.com keeps getting better - Find it in the featured apps on the app store!
Not investment advice. The author may have financial interests in the mentioned instruments.
Ethan Connelly
Ethan Connelly
United Kingdom
2mo
Monthly Update August 2026 Dear copiers, This month we have performed well with a gain of 4.34%. One of our recent conviction buys $CRM (Salesforce Inc) notably gained 45%. The thesis behind our buy is starting to be vindicated - Salesforce was on sale due to the over-reaction to the so called "SaaS-apocalypse"... Show More
Ethan Connelly
Ethan Connelly
United Kingdom
2mo
$CRM (Salesforce Inc) and $NVDA (NVIDIA Corporation) both beat earnings and provide better than expected outlook. Salesforce now up 30% since we bought, today's announcement vindicates the thesis that they won't be negatively affected by the so called saas-apocalypse but actually positively.
Not investment advice. The author may have financial interests in the mentioned instruments.

About Ethan Connelly
United Kingdom
Strategy: Multi-Strategy

A portfolio built for consistent, reliable gains. Beating the market since 2020.
Show Full Bio
17 Copiers
688 Followers

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