NorthLights Research

[NorthLights Research @NL_Research]

This comes from the recent RAIN Alliance's response: https://t.co/GsX1p7FRez

[NorthLights Research @NL_Research]

$NN "It appears that NextNav’s approach to pushing rules through the FCC is based in misrepresenting the facts, discrediting established experts, conducting self-serving, incomplete technical studies, and ignoring its own inability to coexist in the Lower 900 MHz Band"

[NorthLights Research @NL_Research]

$OPEN So these clowns guide for 43% YoY revenue decline in Q1 2026?🤡

[Restructuring__ @Restructuring__]

Coatue October 2025 State of the Markets Update

60 Pages on Public Markets every investor should read

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1) AI continues to drive markets higher while...
2) In addition, new names are winning the AI Race
3) The market is very expensive, but...
....
6) Coatue is not selling, the AI Bull Case
7) Coatue ROIC Math on AI
8) AI Bull and Bear Case comparison
9) AI Apps Landscape

[NorthLights Research @NL_Research]

I have a feeling that $FLNC market cap (currently $2.5bln) should be higher than of quantum frauds ($QUBT's market cap is $4.1bln, as an example)

[NorthLights Research @NL_Research]

@COValueInvestor @UpslopeCapital Is this $IREN?

[Martin Shkreli @MartinShkreli]

$QUBT undisclosed cofounder. look into him...

[Common Sense Investor (CSI) @commonsenseplay]

Just another day for a $23 billion dollar company, where 3 of its 4 systems are offline.

Remember this is their core quantum computing business.

- Aria 1: 0% uptime the last 45 days
- Aria 2: 0.38% uptime the last 90 days
- Forte: 0% uptime the last 30 days
- Forte Enterprise: 49% uptime the last 90 days

QUANTUM is not NOW. Don't believe the hype, they can't add 22 + 23.

https://t.co/t7O0zq7TSB

[NorthLights Research @NL_Research]

@ConsensusGurus $QUBT These Ascendiant Capital guys have no integrity.

[NorthLights Research @NL_Research]

@WagieCapital I think the reasons are clear - OpenAI's stock sale at $500bln valuation, Farmi's IPO.

[NorthLights Research @NL_Research]

$SOUN is under risk of losing one of its largest customers, Stellantis: "Stellantis and Mistral AI to Accelerate AI Integration Across Automaker’s Operations". https://t.co/yqZGGGtf8Q

[NorthLights Research @NL_Research]

@Manateeres $MFH?

[NorthLights Research @NL_Research]

@stockmarketfun $MFH Did you read this piece? It's a scam. https://t.co/WdUXEKYDUl

[NorthLights Research @NL_Research]

@Uniquecomics1 @TedPillows $MFH And a scam. https://t.co/WdUXEKY64N

[NorthLights Research @NL_Research]

$MFH I guess people need to re-read it.

[Morpheus Research @MorpheusRes]

NEW REPORT: $MFH

Mercurity Fintech: This Blatant Scam Run By Repeat Bad Actors Has Skyrocketed 400% On A Ridiculous AI & Fintech Facade

https://t.co/MSLikXRdyo

(1/x)

[NorthLights Research @NL_Research]

@dayy1trader Wash trading.

[NorthLights Research @NL_Research]

$MFH Who is buying this fraud?

[NorthLights Research @NL_Research]

@HFMajorTom Probably he knows and is tweeting it on purpose.

[NorthLights Research @NL_Research]

@MartinShkreli @MtnYardSale And a way for them to claim that they are doing something with quantum computing.

[NorthLights Research @NL_Research]

$QBTS has been lying all along and is full of empty promises. Just look at what they promised in their SPAC deck from 2022 to justify its $1.2bln valuation for the SPAC deal (its current market cap is $9.4bln) and their actual results for 2023-25(1/3):
@MartinShkreli @MtnYardSale

[NorthLights Research @NL_Research]

@MartinShkreli @MtnYardSale 2025: Revenue forecast from the SPAC deck: $219m. Actual revenue 1H 2025: $18m, driven by one-time system sale of $13.7m ($QBTS is on its way to miss the target by 90%).
$QBTS has been lying for 3 years straight. Their business does not grow – it’s a toy for large companies (3/3)