Noah Erahym

$QS $NEBIUS $IREN $BMNR $NVDIA $AMD holder

[Noah Erahym @drissotti]

@ArthurShen How do you know?

[Noah Erahym @drissotti]

@MarsSTRonaut Will the democrats help them with scaling?

[Noah Erahym @drissotti]

@JKeynesAlpha Your analysis are highly appreciated.

[Noah Erahym @drissotti]

@JKeynesAlpha I sold my shares earlier this year because I felt the company lacked a clear execution roadmap. The continued delay in the Ducati validation results doesn't inspire confidence either. Until there's more transparency on timelines and milestones, I prefer to stay on the sidelines.

[Noah Erahym @drissotti]

@JKeynesAlpha @QuantumScapeCo @ironmantimholme Maybe it's still too early. The current MC valuation is still OK for a pre-revenue company that still has to proof scaling.

[Noah Erahym @drissotti]

@realwolfofdubai @saylor Epic fail

[Noah Erahym @drissotti]

@JKeynesAlpha Great news but will still take ages before they start commercialising

[Noah Erahym @drissotti]

@growthrapidly They might be diluting. The stock almost doubled in in a few weeks. When everyone on X started pumping this stock it was time to sell. They are far behind on Nebius and do not yet deserve a higher multiple.

[Noah Erahym @drissotti]

@NetWorthNotes Jane Street

[Noah Erahym @drissotti]

@YodaStockInvest https://t.co/7TSpYZgdMX
Great interview with the CEO where he addresses the undervaluation.

[Noah Erahym @drissotti]

@YodaStockInvest SOFI for sure

[Noah Erahym @drissotti]

@Trad8sbyaustin Absolute buy. But will not fly as long as SaaS is in risk-off

[Noah Erahym @drissotti]

@WheelieInvestor IREN sucks. High dilution. Very disappointing earnings and above all: they have Mike Alfred in their board. Just listen to the earnings calls. Huge difference. IREN is run by a bunch of cowboys.

[Noah Erahym @drissotti]

@YodaStockInvest

[Noah Erahym @drissotti]

@YodaStockInvest Re-allocate SOFI to NEBIUS. You did fantastic with AMD

[Noah Erahym @drissotti]

@TheRayMyers expectations

[Noah Erahym @drissotti]

@BullRush__ The pump was part of the scheme

[Noah Erahym @drissotti]

@topsecretstocks

[Noah Erahym @drissotti]

@donaldjdean What changed? Don't see much news compared to previous earnings. market move is huge. Dont get it, but happy with it

[Noah Erahym @drissotti]

@EndicottInvests Kevin Warsh was speaking