Noah Feldman

Stocks • Crypto • Market Insights 📈
Sharing quality stocks, setups & market analysis.

[Noah Feldman @samigulewich]

@DollarCostAvg You're fucking dead if you don't post.

[Noah Feldman @samigulewich]

Cybersecurity stocks going absolutely crazy today.

$PANW +13%
$CRWD +15%

[Noah Feldman @samigulewich]

$ASST wouldn't be this strong if $BTC and $IBIT were about to crash in a meaningful way... price action in crypto stocks are VERY good at predicting what comes next.

[Noah Feldman @samigulewich]

Both $NBIS and $CRWV are down by 6% pre-market.

This “slower AI development” thing will turn out like $META’s so-called excess compute. No such thing exists.

It’s not slowing down and compute demand will keep growing.

Just scoop up compute stocks if the sell off deepens.

[Noah Feldman @samigulewich]

Hedge Funds bought tech stocks over the last 2 weeks at the fastest pace since June 2025 📈

[Noah Feldman @samigulewich]

🚨 Over $600 billion wiped out from U.S. stocks as market opens for the first time since major AI leaders warned that AI development needs to slow down.

S&P 500 is down -0.74%
Nasdaq is down -1.25%.

[Noah Feldman @samigulewich]

Stocks just spiked on this:

US seeks "step-by-step" agreement with Iran, a scenario that could be a prelude to the US entering the path of negotiations, without abandoning military and economic pressure: ILNA reports citing Pakistani sources.

[Noah Feldman @samigulewich]

🚨 10X ALERT 🚨

$spy is flying under the radar.

Low market cap.
Big upside potential.
Smart money is watching. 👀
Could this be the next 10X?
Watch closely. 🔥

NFA.

[Noah Feldman @samigulewich]

🚨 This stock is flying under the radar.

$NVDA was once considered “too expensive.”
Then AI changed the game.
Now the real question isn’t whether AI will grow…

It’s who will dominate the next wave? 👀

The biggest opportunities are often hiding in plain sight. 🔥

[Noah Feldman @samigulewich]

$ORCL isn’t choosing between software and AI. It’s combining both.

$664B backlog. 97.9% utilization. AI demand keeps growing.

Software pays the bills. AI drives growth.

Oracle sells the compute + the apps that run on it. 🚀

[Noah Feldman @samigulewich]

Leopold's wife is chief of staff at Anthropic and Leopold went mega long AI stocks last week. Just connecting the dots.

[Noah Feldman @samigulewich]

Softbank down 13% would seem to be the template for data center stocks in wake of the Anthropic slowdown manifesto

[Noah Feldman @samigulewich]

$HPE
One of the best stocks in the best themes in the market with a massive weekly cup and handle base Over $65, can get explosive...

[Noah Feldman @samigulewich]

Weekend ai stocks on Hyperliquid

$NBIS - 5%
$IREN -6%
$MU -4.5%
$SNDK -3.5%
$NVDA -2.3%
$MRVL -4.3%
$AAOI -3.5%
$INTC -4%

[Noah Feldman @samigulewich]

YOU KNOW WHAT HAPPENS WHEN $ORCL CEO DECIDES TO CANCEL PLANS TO SELL $7.5B WORTH OF STOCKS, RIGHT?!
https://t.co/9BlD1CeIxI

[Kalshi @Kalshi]

JUST IN: Oracle CEO cancels plan to sell $7.5 billion worth of Oracle stock

[Noah Feldman @samigulewich]

$ORCL 🚨

LARRY ELLISON CANCELS THE $7.5B SALE.

Up to 50M shares were planned.

Actual shares sold: ZERO.

Oracle says Ellison has NO OTHER PLANS TO SELL.

The selling overhang just disappeared. 👀

UNO REVERSAL. 🔄🚀

$ORCL

[Noah Feldman @samigulewich]

$ORCL $NOW $CRM
$ORCL 🚨

50M shares. ~$7.5B.

Larry Ellison was expected to sell.

Meanwhile:

🔥 $664B RPO
🔥 IaaS +121%
🔥 $30B+ AI cloud contracts
🔥 FY27 revenue $90B+
Did shorts pile in Friday expecting Larry to dump?
If so…

UNO REVERSAL. 🔄🚀

$ORCL

[Noah Feldman @samigulewich]

$ORCL 🚀🚀🚀

LARRY.
ENOUGH.
OF.
THE.
GAMES.
You canceled the sale.
NOW DROP THE $25B BUY ORDER. 💰
Oracle is loaded.
The reversal is ON.
Bears are trapped.
ATHs are next.
This thing isn’t walking.

IT’S GOING PARABOLIC.

UNO REVERSAL 🔄
NO MERCY.
NO BRAKES.
$ORCL 🚀🚀🚀

[Noah Feldman @samigulewich]

$XBI In biotech, bullish momentum usually kicks in around November — seasonality weighs on summer tape, but Q4 tends to bring strength. Staying selective on dips. My radar (I own all):
$BBIO
$TNGX
$KURA
$ERAS
$CELC
$HROW
$AVR
$CRVS
$ARDX
$NKTR

[Noah Feldman @samigulewich]

Eyes on
$RDDT
$AAOI
$CRDO
$MDB
DIPS