George Noble (@gnoble79) 's Twitter Profile
George Noble

@gnoble79

Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1B+ hedge funds. $NOPE was bad.

ID: 213032123

calendar_today07-11-2010 19:34:23

11,11K Tweet

63,63K Followers

3,3K Following

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$OPEN should not even exist. The business model is not broken. Instead it NEVER worked. $OPEN has lost money EVERY year since inception. They are in a low margin business and can’t scale. Book value is 86 cents per share. $1.50 price target would be generous. #bagjob #memestock

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$TSLA is the biggest bubble in stock market history. Earnings are collapsing. The 2025 consensus estimate has gone from $8 to $1.65. They will lose money in 2026. EV credits and tax incentives are gone. Competition is increasing and they are losing market share. 2026 will be the

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Short $TSLA from $445 yesterday. $TSLA will start losing money this quarter. 15x revenues and 270x collapsing earnings. Auto deliveries will fall again in 2026 for the third consecutive year. “Optimus (which $TSLA will sell none in 2026-27) robotaxis and FSD autonomy fantasies