Noah (@antibearthesis) 's Twitter Profile
Noah

@antibearthesis

Arsenal ❤️🤍. USA FAN🇺🇸. ANTI-WOKE🧠. $SOFI $NOW $AMZN $NU $NVDA bull. Future ironman. NFA. Track my portfolio 👇 link.blossomsocial.com/7uYa/0go2r5t3

ID: 1671105610312478720

calendar_today20-06-2023 10:40:06

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Noah (@antibearthesis) 's Twitter Profile Photo

Sunday morning mandatory run✅ Working out is a lot like investing - showing up consistently with no short term gains, but always ending up with delayed gratification🥇

Sunday morning mandatory run✅

Working out is a lot like investing - showing up consistently with no short term gains, but always ending up with delayed gratification🥇
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My best friend and i both graduated college last summer Since then we’ve been working alot, each saving up around $35.000 My friend has just booked a 3 month Asia trip that will cost him every single $ I’ve invested all 35k In 20 years, at a 12% CAGR, it’ll be worth $350.000

Noah (@antibearthesis) 's Twitter Profile Photo

My portfolio is 100% in tech I do want to diversify in the long term, but so far the only non-tech company that I've found interesting is Celsius. I am a consumer of their product, and the fundamentals are unbelievably good, plus I like the valuation. Is it time to add a

My portfolio is 100% in tech

I do want to diversify in the long term, but so far the only non-tech company that I've found interesting is Celsius. I am a consumer of their product, and the fundamentals are unbelievably good, plus I like the valuation.
Is it time to add a
Noah (@antibearthesis) 's Twitter Profile Photo

$SoFi accelerated revenue growth to 38% in 2025. They're now guiding for 35% growth in Q1 and 30% for FY '26. I believe they're going to beat these numbers big time. Anthony Noto stated in a recent interview that their Q1 guidance was "safe" and they knew they could hit it. In

$SoFi accelerated revenue growth to 38% in 2025.

They're now guiding for 35% growth in Q1 and 30% for FY '26.

I believe they're going to beat these numbers big time. Anthony Noto stated in a recent interview that their Q1 guidance was "safe" and they knew they could hit it. In
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ServiceNow has grown revenue at a 30% CAGR since its IPO in 2012. This might be the most beautiful revenue chart in the stock market. $NOW

ServiceNow has grown revenue at a 30% CAGR since its IPO in 2012. 

This might be the most beautiful revenue chart in the stock market.
$NOW
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My second favourite fintech after $SoFi is Nu Holdings – a LatAm bank with 131 million customers operating in Brazil, Mexico and Colombia – and they just applied for a US banking licence. Their revenue just hit 15.77 billion in 2025, growing at a 58.1% 5-year CAGR. Nu is

My second favourite fintech after $SoFi is Nu Holdings – a LatAm bank with 131 million customers operating in Brazil, Mexico and Colombia – and they just applied for a US banking licence.

Their revenue just hit 15.77 billion in 2025, growing at a 58.1% 5-year CAGR.

Nu is
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Think you own enough $NBIS? Well, you don't. Revenue is projected to go from $228 in Q4 2025 to 2.2 billion by Q1 2027, a 10x increase in 15 months, and they're guiding for triple-digit growth way beyond that, soon to be profitable as well.

Think you own enough $NBIS? Well, you don't.

Revenue is projected to go from $228 in Q4 2025 to 2.2 billion by Q1 2027, a 10x increase in 15 months, and they're guiding for triple-digit growth way beyond that, soon to be profitable as well.
Noah (@antibearthesis) 's Twitter Profile Photo

Adobe's valuation is COLLAPSING! We are now trading at 12x free cash flow, growing FCF/share 15%! Mr Market has this one completely wrong, imo. Adobe has a near monopoly on creative software, and switching costs involve way more than simply looking at the subscription fee. It

Adobe's valuation is COLLAPSING! We are now trading at 12x free cash flow, growing FCF/share 15%!

Mr Market has this one completely wrong, imo. Adobe has a near monopoly on creative software, and switching costs involve way more than simply looking at the subscription fee.

It
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Most investors gamble on individual stocks, trying to find the next $NVDA and $PLTR The truth is 99% of stock pickers underperform the market – some even lose huge sums of wealth No one has ever lost money buying & holding the S&P 500. Up 239% over the past 10 years, you can

Most investors gamble on individual stocks, trying to find the next $NVDA and $PLTR

The truth is 99% of stock pickers underperform the market – some even lose huge sums of wealth

No one has ever lost money buying & holding the S&P 500. 

Up 239% over the past 10 years, you can
Noah (@antibearthesis) 's Twitter Profile Photo

End of week stats Everything down, which was expected as im competing vs two 1million+ impression replys. First X payout in 5 days, i’m very interested to see how that goes🤔

End of week stats

Everything down, which was expected as im competing vs two 1million+ impression replys.

First X payout in 5 days, i’m very interested to see how that goes🤔
Noah (@antibearthesis) 's Twitter Profile Photo

I would love to do a bit more content on my smaller positions, i don’t show them enough love on X Is there any interest in these names? $duol $hims $bmnr $meta