New Era Energy and Digital looks expensive against its sales. It trades at 28x sales while software companies usually get 20x; at 20x next year's sales, give or take 12%, fair value is $3.07 to $3.91, so the $5.03 price is 28% over the top of fair. This is a valuation-levels view only, without fundamental work. x.com 

NuScale Power looks badly overvalued at $3.6B given how little revenue it generates. x.com 

New Era Energy & Digital is attractive under $400 million because it is a future multi-billion-dollar power developer. Its chart closely tracks IREN's April 2025 pattern, though technical analysis is not absolute. x.com 

Rigetti Computing's valuation is absurd: it still carries a market cap above $5bn on just $5m of revenue and a $28m operating loss. x.com 

Nautilus Biotechnology is wildly overvalued at about $250M on just $190K of trailing-12-month revenue, a price richer than early-stage VC. That rebuts @alc2022's case that it owns the read layer for the proteome and could return 100-1,000x. x.com 

A power purchase agreement now in hand and helium worth more than two years ago make New Era Energy & Digital very convex here. x.com 

NuScale Power barely has revenue: per @wallstengine, Q2 revenue was $75 thousand against an $8.9M estimate, with a $50.1M net loss. The average American makes more money than the company did in the quarter. x.com 

NuScale Power is a $4 billion market-cap company with almost no revenue. Per Kalshi Finance, it reported Q2 2026 revenue of $75 thousand versus $8.9 million expected, orders of magnitude less than what top creators earn from monthly subscriptions. x.com 

New Era Energy & Digital is lining up power and permits for a 1.4GW AI campus, Texas Critical Data Centers, on 493 acres in Ector County. It signed a 20-year deal to buy up to 207MW from Vistra's Odessa gas plant, with power expected in Q3 2027, and Vistra gets a 5% non-voting stake in the part it powers. Construction permits are in hand, but the data center business is pre-revenue, making it the highest-risk name on the list. x.com 

Aduro Clean Technologies' roughly $300M market cap with barely any revenue is unattractive. That answers a post the author replies to calling it a huge multibagger in the making. x.com