$XOVR ETF - Retail investors will always come first. Disclosures: https://nitter.cf/t.co/DjXZqge6aS
Joined January 2016
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Strong results aren’t enough this earnings season.
Joined @CNBCMorningCall to discuss Big Tech earnings, the Fed’s next move and where we see opportunity.
Morning Call Sheet: Big Tech earnings, AI spending and Fed rate outlook.
.@eva_ados of @ERShares, Jimmy Lee of @WealthCG and @BilalSLittle of @DirexionINV discuss Big Tech earnings, AI spending concerns, market opportunities and the Fed's next move.
$NVDA $MSFT $META $GOOGL $AMZN
cnbc.com/video/2026/10/26/mo…
Eva Ados retweeted
Kalshi’s valuation has nearly doubled since XOVR invested.
$XOVR invested $30 million in Kalshi at a $22.6 billion valuation; based on Kalshi’s announced $40 billion valuation, the investment is now valued at approximately $53.1 million.
Read the full press release: prnewswire.com/news-releases…
Disclosures: ershares.com/disclosures/
#XOVR #Kalshi #PrivateMarkets
Eva Ados retweeted
Liking a company and liking its valuation are two different things.
At a potential $1.5 trillion valuation, ERShares Founder & CIO @joel_shulman has taken a pass on Anthropic. He points to heavy AI spending, uncertain returns on that investment and a growing field of low-cost AI competitors as pressures that could keep weighing on its valuation.
Joel shared his take with Barron’s in their latest look at the IPO boom: barrons.com/articles/anthrop…
#Anthropic #IPO #ERShares $XOVR
Is the biggest risk in artificial intelligence no longer demand, but financing?
As AI infrastructure spending accelerates, companies like CoreWeave, OpenAI, and Anthropic face important questions around debt, cash burn, long-term spending commitments, revenue visibility, and private-market valuations.
For $XOVR, identifying transformative companies is only part of the equation. Valuation discipline, financial sustainability, and the ability to turn growth into cash flow matter.
Rather than investing simply because a company is part of the AI narrative, ERShares emphasizes selectivity and careful evaluation of the underlying business economics. The goal is to assess opportunity and risk, not chase momentum or assume every AI leader will deliver on its valuation.
The takeaway: AI may be a transformative technology, but not every AI investment represents an attractive opportunity at every price.
Learn more about XOVR, the Private-Public Crossover ETF, and review important fund information and disclosures: ERShares Disclosures: entrepreneurshares.com/discl…
Time-stamped disclosures: 0:20 Source: theclarity.today/story/anthr…; 0:23 Any charts, figures, account values, returns, or other data displayed are provided for illustrative purposes only. They do not represent actual investor results, past performance, forecasts, projections, or targeted outcomes. Actual results will vary.
OpenAI & Anthropic: Revolutionary AI, Bad Investments?
“Having revolutionary technology does not necessarily mean revolutionary returns.”
Can revolutionary AI technology deliver revolutionary investment returns?
A critical mismatch comes into focus: long-term commitments to AI infrastructure and compute versus much shorter-term customer commitments.
For $XOVR, investment discipline means questioning the price and the business behind the breakthrough. What you choose not to buy matters just as much as what you own.
Explore XOVR’s investment approach: ershares.com/xovr
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and may be obtained by calling (617) 279-0045 or by visiting ershares.com. Please read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal.
OpenAI and Anthropic are not holdings of the Fund. Distributed by Foreside Financial Services, LLC.
Here’s why we passed on private investments in Anthropic and OpenAI at $XOVR: breakthrough technology is only part of the investment case.
The price and the economics behind it matter.
Our concern? Long-term commitments to compute and infrastructure versus much shorter-term commitments from customers.
We look beyond the hype. What we choose not to buy matters just as much as what we own.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. Please read the prospectus carefully before investing. It can be obtained by visiting ershares.com. Investing involves risk, including the possible loss of principal. Investments in private companies involve additional risks, including limited liquidity, valuation uncertainty, reduced transparency, and extended investment horizons. Distributed by Foreside Financial Services, LLC.
Eva Ados retweeted
Could Tesla and SpaceX eventually merge? Following SpaceX’s IPO, speculation around a potential Tesla-SpaceX combination has drawn growing attention from investors.
In this @IBDinvestors (IBD) interview, I discuss the Tesla-SpaceX merger rumors, the strategic relationship between the two companies, and how investors should think about SpaceX as it evolves from a private company into a major public-market opportunity.
The discussion explores the potential synergies between $SPCX, $TSLA, Starlink, AI, robotics, energy, communications and infrastructure, as well as what a closer relationship between Elon Musk’s companies could mean for shareholders and the broader investment landscape.
@ERShares has followed SpaceX through the lens of long-term entrepreneurial investing, including through $XOVR, the Private-Public Crossover ETF.
IMPORTANT DISCLOSURES:
The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and may be obtained by calling (617) 279-0045 or by visiting ershares.com. Please read the prospectus carefully before investing.
Eva Ados retweeted
"Elon Musk is like the Carnegie or Rockefeller of our era. They combined all the companies, they created a supply chain, they own the whole supply chain."
Eva Ados from our partners over at ERShares thinks Tesla and SpaceX will end up merging at some point in the future
Could Tesla and SpaceX eventually merge? Following SpaceX’s IPO, speculation around a potential Tesla-SpaceX combination has drawn growing attention from investors.
In this @IBDinvestors (IBD) interview, I discuss the Tesla-SpaceX merger rumors, the strategic relationship between the two companies, and how investors should think about SpaceX as it evolves from a private company into a major public-market opportunity.
The discussion explores the potential synergies between $SPCX, $TSLA, Starlink, AI, robotics, energy, communications and infrastructure, as well as what a closer relationship between Elon Musk’s companies could mean for shareholders and the broader investment landscape.
@ERShares has followed SpaceX through the lens of long-term entrepreneurial investing, including through $XOVR, the Private-Public Crossover ETF.
IMPORTANT DISCLOSURES:
The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and may be obtained by calling (617) 279-0045 or by visiting ershares.com. Please read the prospectus carefully before investing.
Disclosure:
Discussion of a potential Tesla-SpaceX combination is speculative only, and no such transaction has been announced. Any potential synergies discussed are speculative, subject to significant business, operational, regulatory, and market risks, and may not be realized. There can be no assurance that any of the events discussed will occur as anticipated.
ERShares has evaluated SpaceX through the VC Lens®, ERShares' proprietary venture capital-inspired framework for evaluating public and private companies. Using the Entrepreneur Factor®, the VC Lens® seeks to identify businesses with exceptional long-term growth potential and category leadership characteristics.
Ms. Ados's comments are provided for informational purposes only and do not constitute investment advice or a recommendation to buy, hold, or sell any security discussed. SpaceX and other securities discussed may be holdings of XOVR and/or other ERShares strategies. Holdings are subject to change and should not be considered investment recommendations.
This material is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security. Investing involves risk, including the possible loss of principal. Investments in private companies involve additional risks, including limited liquidity, valuation uncertainty, reduced transparency, and extended investment horizons.
Distributed by Foreside Financial Services, LLC.
Eva Ados retweeted
Dr. @joel_shulman, CIO of ERShares, speaks with CNBC’s @AnanyaBChetia about the disconnect between DraftKings’ push into prediction markets and how investors are reacting to the company’s moves in the space.
While DraftKings has embraced prediction markets, its stock has rallied following regulatory setbacks for the industry, as investors remain focused on the company’s core sportsbook business.
Dr. Shulman explains: “The markets are being completely rational. Investors are responding to the current business [DraftKings] is in, not the one they’re moving into.”
Read the full piece here: cnbc.com/2026/09/22/draftkin…
Eva Ados retweeted
SpaceX* went public. During the period shown, ERShares’ XOVR ETF outperformed its benchmark.
From the June 12 SpaceX IPO through September 4, 2026, the ERShares Private-Public Crossover ETF (NASDAQ: XOVR) delivered a 5.64%** cumulative NAV return, compared with:
XOVR: +5.64%
Russell 1000 Growth Index: +1.64%
Nasdaq-100 Index: +0.47%
XOVR is the first^ private-public crossover ETF and the first^ ETF to invest in private companies—bringing select private-company exposure and publicly traded growth companies together in one Nasdaq-listed ETF.
Private → public. One ETF.
Read the full XOVR performance announcement:
prnewswire.com/news-releases…
Past performance does not guarantee future results. Performance shown reflects cumulative NAV return from June 12, 2026 through September 4, 2026. Exposure to private companies involves additional risks, including valuation, liquidity, and limited information risks
*SpaceX represents a 21.74% weight in the XOVR ETF as of 09/15/2026
**Please see the following link for standardized performance: entrepreneurshares.com/xovr-…
^Basis of “first” claim: ERShares review of U.S.-listed open‑end 1940 Act ETFs and public filings as of Aug 29, 2024; requires daily creations/redemptions and a single ETF portfolio with private‑company exposure reflected in daily NAV alongside public equities. Excludes interval funds, closed‑end funds, BDC/PE‑manager ETFs, SPACs, and products without private‑company exposure in NAV.
#XOVR #PrivateMarkets #ETF
Could $SPCX build an AI moat that goes beyond the model?
In this video, I explain how $SPCX is building more than an AI model. Its potential advantage comes from a vertically integrated ecosystem spanning artificial intelligence, Starlink satellite connectivity, reusable rockets, launch infrastructure and the future possibility of orbital computing.
Its potential moat extends beyond the model to physical infrastructure that is difficult and costly to replicate.
This convergence of AI, connectivity and space infrastructure reflects the type of
transformative innovation XOVR’s VC Lens is designed to identify.
Investing involves risk, including possible loss of principal. Holdings are subject to change. For a prospectus and other important information, visit ershares.com
Eva Ados retweeted
ETFTrends reporter DJ Shaw covers AdvizorPro's Q2 2026 RIA ETF Trends report, which cites @ERShares as having the fastest advisor growth among ETF issuers with 50+ advisors, driven by growing adoption of $XOVR
Read here for more on the full report and advisor ETF trends: etftrends.com/equity-etf-con…
Eva Ados retweeted
$NVDA just reported another extraordinary quarter: $96.2B in revenue, up 106% year over year, with Data Center revenue up 117%.
But the NVIDIA story didn’t begin with AI.
NVIDIA has been in the ER30TR Index (the Entrepreneur 30 Index) since 2005, 21 years ago. The ERShares Entrepreneur Factor® identified the company when its split-adjusted share price was approximately $5.
Today, NVIDIA is the second-largest position in $XOVR, at approximately 12% of the Fund, behind only our SpaceX exposure.
Why does that matter?
Transformative companies often emerge long before their biggest markets become obvious.
Our VC Lens is designed to identify entrepreneurial companies early, continually re-underwrite the thesis as they evolve, and maintain conviction through multiple technology cycles.
NVIDIA didn’t become an AI leader overnight. Its trajectory has been unfolding for decades.
Disclosure: Holdings are subject to change. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
🤖 Made with AI
Eva Ados retweeted
ERShares CIO @joel_shulman was featured in reporter Chris Cumming's story for The Wall Street Journal examining the growing demand for access to private markets through ETFs.
ERShares’ Private-Public Crossover ETF (XOVR) has attracted significant institutional interest, driven in part by being the first ETF to invest in innovative, private companies like SpaceX. As that interest grew, the company took steps to limit short-term institutional inflows, turning away in the company’s estimates more than a billion dollars in order to protect the interests of retail investors. $XOVR was created to expand access to private-market opportunities beyond traditional institutional investors, and that mission remains at the core of ERShares.
Read more here: wsj.com/pro/private-equity/p…
Eva Ados retweeted
@Forbes features @joel_shulman on what investors should watch ahead of $SPCX first earnings report, including Starlink, launch economics, AI investment and capital allocation👇
forbes.com/sites/investor-hu…?
