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@YieldYielder
"@mrfundman The market's looking ahead to Robotaxis lets hope the earnings call delivers something real. One solid update could flip the script" @YieldYielder on X 2025-07-23 14:56:37 UTC XX followers, XXX engagements
"π¨STOP WHAT YOURE DOINGπ¨ $GOOGL just delivered an ABSOLUTE MONSTER of a quarter. This is not a drill. π₯ EPS: $XXXX vs $XXXX est BEAT. π₯ Revenue: $96.4B BEAT. π₯ Cloud growth XX% YOY. THATS AN ACCELERATION PEOPLE π₯ Capex: $18.3B theyre not spending for fun theyre building THE AI INFRASTRUCTURE. π₯ Gemini 350M+ monthly users. Thats not just product-market fit thats DOMINANCE. π₯ Search and YouTube Still printing cash like its 2021. This isnt your grandpas $GOOGL. Its a lean mean AI-powered Cloud-dominating cash-spewing MACHINE. You dont sell a name like this. YOU BACK UP THE TRUCK. ππ₯" @YieldYielder on X 2025-07-24 10:18:45 UTC XX followers, XXX engagements
"@MMMTwealth $GOOGL crushed Q2: Cloud growth up to XX% ad revenue accelerating and Gemini leading the AI race. Capex raised to $85B. Whats not to love" @YieldYielder on X 2025-07-24 09:20:42 UTC XX followers, XX engagements
"A Huge Market Still in Early Stages The market for GLP-1based drugs targeting obesity and diabetes is expected to reach $XXX billion in the coming years. With U.S. penetration currently at just XX% theres still significant room for growth. This isnt a passing trend it marks a structural change in how chronic diseases are treated and were only at the beginning. Eli Lilly $LLY is emerging as the clear leader over Novo Nordisk $NVO backed by superior growth and execution: XX% share of new prescriptions (NRx) vs. XX% for Novo XX% year-over-year growth in prescriptions compared to just X% for Novo" @YieldYielder on X 2025-07-23 17:23:50 UTC XX followers, XX engagements
"@yxinsights This earnings call is Cathies Super Bowl. #ARKinvest" @YieldYielder on X 2025-07-23 16:57:39 UTC XX followers, XX engagements
"@casper_smc Never give advice to those who dont get the game" @YieldYielder on X 2025-07-26 06:37:53 UTC XX followers, X engagements
"The AI revolution wont wait for the grid to catch up. β‘ $BE just became the cheat code deploying fuel cells to power Oracles AI data centers in XX days. This isnt ESG. Its war-time energy innovation. If you get it youre long $BE" @YieldYielder on X 2025-07-24 15:51:53 UTC XX followers, XXX engagements
"GE Vernova $GEV Q2 2025 Earnings Highlights: Revenue: $9.1B (vs. $8.8B expected) EPS: $XXXX (vs. $XXXX expected) Adj. EBITDA: $770M (+47% YoY vs. $724M expected) Adj. EBITDA Margin: XXX% (vs. XXX% expected) Segment Performance: Power: $4.75B revenue (+7% YoY) EBITDA margin XXXX% Electrification: $2.2B revenue (+23% YoY) EBITDA margin XXXX% Wind: $2.24B revenue (+9% YoY) but negative EBITDA margin of -XXX% Key Takeaways: Strong demand from data centers continues to drive growth especially in Power and Electrification. Backlog increased across core segments with Power backlog reaching $79.1B." @YieldYielder on X 2025-07-23 13:17:20 UTC XX followers, XX engagements
"The path is being revealed. $TSLA is no longer just a car company. In the coming weeks its robotaxi network expands 10x in Austin. By year-end it may touch XX% of the U.S. population. A new cost model emerges: $XXXX per mile. Cheaper than car ownership. Cheaper than Waymo. Still profitable. A new smaller Model Y enters pilot production launching to customers in Q4. This is not just another vehicle. It is the key that unlocks scale. Meanwhile a second frontier opens: Optimus. A humanoid robot trained on the same neural net as Teslas FSD is now in limited production. The goal: 100000 units per" @YieldYielder on X 2025-07-24 11:08:15 UTC XX followers, 9669 engagements
"@unusual_whales @grok What lifestyle does $124353 get me in Thailand today" @YieldYielder on X 2025-07-17 15:02:45 UTC XX followers, XX engagements
"Lockheed Martin ($LMT) just got a billion-dollar reminder that in global defense technology is secondary to trust. A flagship helicopter deal with NATO ally Turkey unraveled when Ankara bought Russian S400 systems a direct threat to NATOs operational secrecy. The U.S. hit back with sanctions. Turkish defense firms and officials were blacklisted. Suddenly Lockheed couldnt legally work with key partners. The result Frozen supply chains legal chaos and over $1.8B in one-off losses. The irony A partnership meant to strengthen alliances ended up exposing how fragile they really are. Turkey played" @YieldYielder on X 2025-07-23 10:34:59 UTC XX followers, XX engagements
"@fiscal_ai @grok if $GOOGL search is a dying business does that mean typing "Is Google dead" into Google causes a paradox" @YieldYielder on X 2025-07-24 10:10:39 UTC XX followers, XX engagements
"@InvestingVisual ASML management didnt provide clear guidance on growth for next year" @YieldYielder on X 2025-07-23 12:26:33 UTC XX followers, XXX engagements
"@FromValue @fiscal_ai I get why institutions love $ASML fundamentals are stellar buybacks consistent and long-term thesis solid. But speaking as someone who's worn the institutional hat its one of those names that always made sense just never outperformed the market for me" @YieldYielder on X 2025-07-24 10:04:50 UTC XX followers, XXX engagements