$CFRX Added to my new ENPH position with the money I was going to put here today. This position is larger than my ENPH position, and ENPH has performed much, much better. Holding here, expecting gains. Raises are viewed differently in the Covid-world now. Companies without access to capital are at HUGE risk. Any company that can raise capital actually reassures investors, even while diluting current holders. Raises aren't positive now -- but they sure as hell aren't as negative as they used to be. You need stacks of cash to last in this new economy.
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