$Butterfly Network(BFLY.US)

A Bigger Story

Butterfly Network has become one of my stronger portfolio movers, with the position now showing a major gain after the stock continued pushing higher.

What first made Butterfly interesting to me was its handheld ultrasound technology — a portable and software-driven approach to medical imaging.

The bigger surprise was its five-year co-development and licensing agreement with Midjourney. What makes this interesting is not just BFLY getting an AI-related partner, but Midjourney itself moving into a completely new area beyond image generation.

That gives BFLY a new layer to the story: ultrasound-on-chip, licensing revenue, embedded technology and possible AI imaging applications.

I trimmed some shares to lock in profit, while continuing to hold the rest as momentum kept building. In hindsight it may look early, but partial profit-taking is still part of managing a winning trade.

For me, BFLY is a good reminder that patience can pay when the company story improves before the market fully prices it in.

Sometimes the win is not about selling the exact top — it is about recognising a stronger story, taking some profit, and still letting the rest run.

🦋 In BFLY’s case, the butterfly did not just fly.

It found Midjourney and entered its AI era.