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Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson | Prof G Markets

Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson | Prof G Markets

31 minutes ago • 48 min 42 sec

The Prof G Pod – Scott GallowayYouTube

Consider a high-risk, high-reward investment in UK-based electric aircraft maker Vertical Aerospace (EVTL). The company appears significantly undervalued compared to its US competitors like Joby (JOBY), despite having a $6 billion pre-order book and a clearer path to certification. A powerful secondary catalyst is the surge in European defense spending, as EVTL is the only major European player positioned to win lucrative military logistics contracts. This is a speculative investment that could go to zero, as its success depends on raising capital until production begins. Monitor the company's progress towards its key 2028 certification target, which would unlock the global market.

Ansem, a notable crypto trader, indicates a shift to a long-term bullish stance on Ethereum (ETH). This transition is framed as a necessary condition for the broader altcoin bull market to continue. Investors might consider ETH as a foundational holding for potential altcoin upside.

The potential for new stimulus checks under a Trump administration, as highlighted by @solidintel_x, could lead to increased consumer spending. This might benefit consumer discretionary sectors and potentially Bitcoin (implied by "AGI version 2028" and Ansem's crypto focus) if a portion of these funds flows into digital assets, similar to the 2020 stimulus. Investors should monitor developments around this policy for its potential impact on inflation and asset prices.

Ethena ($ENA) is showing a weekly breakout from multi-month consolidation, currently trading around $0.5669. The Ethena Foundation's commitment to a $260 million open market buyback over the next six weeks, equating to $5 million daily buying pressure, is expected to provide a strong price floor and upward momentum. This, combined with the "GENIUS Act" legalizing stablecoins in the US and Ethena's 10%+ yield on billions in AUM, positions $ENA as a high-conviction long opportunity.

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