# ![@YieldMindset Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1918074449418444800.png) @YieldMindset The Yield Mindset

The Yield Mindset posts on X about $hims, $amzn, $nvo, $googl the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1918074449418444800/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918074449418444800/c:line/m:interactions.svg)

- [--] Week [------] +294%
- [--] Months [------] +914%

### Mentions: [--] [#](/creator/twitter::1918074449418444800/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918074449418444800/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1918074449418444800/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918074449418444800/c:line/m:followers.svg)

- [--] Week [--] +219%
- [--] Months [--] +325%

### CreatorRank: [-------] [#](/creator/twitter::1918074449418444800/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918074449418444800/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.77% [finance](/list/finance)  41.35% [technology brands](/list/technology-brands)  27.88% [currencies](/list/currencies)  6.73% [countries](/list/countries)  5.77% [cryptocurrencies](/list/cryptocurrencies)  1.92% [automotive brands](/list/automotive-brands)  0.96% [products](/list/products)  0.96% [exchanges](/list/exchanges)  0.96%

**Social topic influence**
[$hims](/topic/$hims) #368, [$amzn](/topic/$amzn) #385, [$nvo](/topic/$nvo) #386, [$googl](/topic/$googl) 7.69%, [ai](/topic/ai) 6.73%, [googl](/topic/googl) #179, [money](/topic/money) 5.77%, [in the](/topic/in-the) 5.77%, [und](/topic/und) 5.77%, [future](/topic/future) 4.81%

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@thelonginvest](/creator/undefined) [@investincintel](/creator/undefined) [@orangemanjr](/creator/undefined) [@granttradesx](/creator/undefined) [@growthrapidly](/creator/undefined) [@nima104329](/creator/undefined) [@dividendrob](/creator/undefined) [@themojomindset](/creator/undefined) [@mooredividends](/creator/undefined) [@trdetoscale](/creator/undefined) [@krossroads](/creator/undefined) [@mikealfred](/creator/undefined) [@readswithravi](/creator/undefined) [@theprofinvestor](/creator/undefined) [@imyn28](/creator/undefined) [@geigercapital](/creator/undefined) [@amitisinvesting](/creator/undefined) [@tacticzh](/creator/undefined) [@thelapurchaser](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vistra, Corp. (VST)](/topic/$vst) [GE Vernova Inc. (GEV)](/topic/$gev) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Spotify Technology (SPOT)](/topic/$spot) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Orochi Network (ON)](/topic/$on) [Coca-Cola Co (KO)](/topic/$ko) [Cisco Systems Inc (CSCO)](/topic/$csco) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Dash (DASH)](/topic/$dash) [McDonald's Corp (MCD)](/topic/$mcd) [Mario Coin (COIN)](/topic/$coin) [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GrantTradesX Whats your fav stock at the moment Mine Siemens Energy TSMC & Amazon"  
[X Link](https://x.com/YieldMindset/status/2021694051263684864)  2026-02-11T21:13Z [--] followers, [---] engagements


"@Kross_Roads My current YTD performance is +6.48% Nothing to crazy. I think one of my worst stocks is $AMZN and having invested quite a bit in there"  
[X Link](https://x.com/YieldMindset/status/2021934977139847262)  2026-02-12T13:10Z [--] followers, [--] engagements


"@Mr_Derivatives $GOOGL Surprisingly green"  
[X Link](https://x.com/YieldMindset/status/2022002576590614920)  2026-02-12T17:39Z [--] followers, [---] engagements


"@mikealfred I think thats why its important to only pick a stock one has a conviction on Most of the money would be best to invest in an ETF to get at least the market return as a base"  
[X Link](https://x.com/YieldMindset/status/2018815026468176270)  2026-02-03T22:33Z [--] followers, [---] engagements


"I still think its an great stock Same time GE Vernova & Mitsubishi Heavy Industries developed very fine as well There are only few relevant players in the energy sector Since my post the stock went up to [---] EUR Compared to $GEV still undervalued as such Since my post the stock went up to [---] EUR Compared to $GEV still undervalued as such"  
[X Link](https://x.com/YieldMindset/status/2018815990981964054)  2026-02-03T22:36Z [--] followers, [---] engagements


"$NVO The era of $1k/month Wegovy is dead now the price wars are here Now prices for obesity cater around $349 Dollar for patients And Pfizer/Metsera looms with monthly shots - whereas Wegovy relies on weekly shots Now Mike is trying to cut costs to turn the tide $NVO cut its [----] outlook guiding to adjusted sales and operating profit down 5%13% well below Street expectations after 10% growth in [----]. The company cited U.S. price pressure from a most favored nations agreement and partial semaglutide LOE offset by international https://t.co/MRfWc9D0Gz $NVO cut its [----] outlook guiding to"  
[X Link](https://x.com/YieldMindset/status/2018833269392048314)  2026-02-03T23:45Z [--] followers, [---] engagements


"I think [----] will be a difficult year for $NVO and the stock They need to cut costs in order to become more competitive The competition is not sleeping & maybe [----] things might stabilize For now i keep my hands of $NVO"  
[X Link](https://x.com/YieldMindset/status/2018834299726839970)  2026-02-03T23:49Z [--] followers, [---] engagements


"$HALO A stock i bought a small position in Its a high-margin royalty machine trading at a liquidation multiple (9.2x P/E) with net margins of around 48% Basically they are selling an enzyme to Pharma Companies which allows drugs to be injected within minutes not hours"  
[X Link](https://x.com/YieldMindset/status/2018973826994884902)  2026-02-04T09:04Z [--] followers, [---] engagements


"@growthrapidly $HIMS has been such a disappointment for me Lost a big chunk of money due to having an call option at 50$ Not gonna touch this stock for now again"  
[X Link](https://x.com/YieldMindset/status/2019178147552670072)  2026-02-04T22:35Z [--] followers, [---] engagements


"@readswithravi Meditation by Marc Aurel The letters from Seneca Man search for meaning from Viktor Frankl And the books of Yukio Mishima i recommend"  
[X Link](https://x.com/YieldMindset/status/2019179290949034251)  2026-02-04T22:40Z [--] followers, [--] engagements


"@TheProfInvestor Diversification is important I try to have only positions i have confidence in Its not about diversifying your portfolio for the sake of diversification but rather holding only positions on is fully confident on Its perfectly fine to have a handful of positions"  
[X Link](https://x.com/YieldMindset/status/2019189064679793080)  2026-02-04T23:19Z [--] followers, [---] engagements


"@imyn28 @growthrapidly I had several positions in $HIMS throughout time i sold with quite an profit +40% 60% 90% etc etc But one bigger position went the wrong way as well I realized its a way to volatile stock for my taste"  
[X Link](https://x.com/YieldMindset/status/2019189869864468551)  2026-02-04T23:22Z [--] followers, [---] engagements


"@Geiger_Capital Thats why one should invest in companies who build it Just one example Siemens Energy"  
[X Link](https://x.com/YieldMindset/status/2019201065334251655)  2026-02-05T00:07Z [--] followers, [---] engagements


"$GOOGL Revenue: $113.8B (+18% YoY) Cloud: +48% growth Search: +17% (Turns out AI helps Search) Hit $400B annual revenue for the first time. CAPEX Spending was way higher then anticipated but if it follows the growth it is well spent - yet a risk Since then roughly +52% I would have loved to buy more back then yet i unfortunately only bought a smaller position https://t.co/Qy1sCglzJ3 Since then roughly +52% I would have loved to buy more back then yet i unfortunately only bought a smaller position https://t.co/Qy1sCglzJ3"  
[X Link](https://x.com/YieldMindset/status/2019315592659103829)  2026-02-05T07:42Z [--] followers, [---] engagements


"Lets see how $AMZN will perform today Numbers to beat: Revenue: $211.4B AWS: $35B (22% to impress) EPS: $1.97 Expectations are that Amazon will break [---] billion dollar in revenue which would be historic. Lets see how CAPEX spending will be and their guidance on that"  
[X Link](https://x.com/YieldMindset/status/2019328550789398909)  2026-02-05T08:33Z [--] followers, [---] engagements


"$AMZN The street punishing Amazon for investing CAPEX in order to manage future growth Gotta make sense of that Lets see how $AMZN will perform today Numbers to beat: Revenue: $211.4B AWS: $35B (22% to impress) EPS: $1.97 Expectations are that Amazon will break [---] billion dollar in revenue which would be historic. Lets see how CAPEX spending will be and their guidance on that Lets see how $AMZN will perform today Numbers to beat: Revenue: $211.4B AWS: $35B (22% to impress) EPS: $1.97 Expectations are that Amazon will break [---] billion dollar in revenue which would be historic. Lets see how"  
[X Link](https://x.com/YieldMindset/status/2019556754468540882)  2026-02-05T23:40Z [--] followers, [---] engagements


"$HIMS $NVO The legal battle in respect to compounded GLP-1 and $HIMS trying to serve the market with an cheaper version shows how brutal the competition is and that $NVO will struggle to be cost competitive $NVO employees brace yourself for a new layoff round I think [----] will be a difficult year for $NVO and the stock They need to cut costs in order to become more competitive The competition is not sleeping & maybe [----] things might stabilize For now i keep my hands of $NVO I think [----] will be a difficult year for $NVO and the stock They need to cut costs in order to become more competitive"  
[X Link](https://x.com/YieldMindset/status/2019557601290391772)  2026-02-05T23:43Z [--] followers, [---] engagements


"@amitisinvesting We retail investors just need to HODL"  
[X Link](https://x.com/YieldMindset/status/2019558359599575178)  2026-02-05T23:46Z [--] followers, [---] engagements


"Analyst: "Sir Amazon beat revenue. AWS growth accelerated to 24%." Bog: "And the Capex" Analyst: "Theyre spending $200 billion next year on chips and satellites. Free cash flow has evaporated." Bog: "He's spending the GDP of Greece to host a chatbot Dump it"  
[X Link](https://x.com/YieldMindset/status/2019561190981292203)  2026-02-05T23:58Z [--] followers, [---] engagements


"@TacticzH The price battle wont help neither of them but its good for the customer at least in the short and mid term. Basically $HIMS is undercutting $NOVO and they are already under immense cost pressure. Last year alone [----] people were fired in Denmark and this year it will be more"  
[X Link](https://x.com/YieldMindset/status/2019563845824708794)  2026-02-06T00:08Z [--] followers, [---] engagements


"$NVO $HIMS If HIMS is able to pull their knock off through then cudos to them It will be a hard case for $HIMS as there is not shortage for GLP-1 & the personalized compounded version aint that different Why else would pharma care to invest billions in R&D in the future FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to"  
[X Link](https://x.com/YieldMindset/status/2019570861850677536)  2026-02-06T00:36Z [--] followers, [---] engagements


"@TheLAPurchaser $HIMS new pill is a positive development for the short/mid term for customers Lower costs with similar effects - yet no studies are conducted on efficiency & safety of liposomal semaglutide with humans And why would Pharma invest in R&D if company just copycat their products"  
[X Link](https://x.com/YieldMindset/status/2019834725096124611)  2026-02-06T18:04Z [--] followers, [---] engagements


"$HIMS $NVO It will be a difficult situation for HIMS Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other"  
[X Link](https://x.com/YieldMindset/status/2019928760041037934)  2026-02-07T00:18Z [--] followers, [---] engagements


"YTD Performance of positions a popular User is promoting on X Its never bad to take inspiration from users for new positions - i do it myself too - yet do your own due diligence always And else just buy ETFs and chill"  
[X Link](https://x.com/YieldMindset/status/2020073620412731874)  2026-02-07T09:54Z [--] followers, [--] engagements


"@TheLongInvest At least for the short & mid term $HIMS is a an bad stock to hold Monday is gonna be red"  
[X Link](https://x.com/YieldMindset/status/2020254907966836840)  2026-02-07T21:54Z [--] followers, [---] engagements


"$HIMS on Monday *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD"  
[X Link](https://x.com/YieldMindset/status/2020256081612607685)  2026-02-07T21:59Z [--] followers, [---] engagements


"@TheValueTrade Siemens Energy GOOGL AMZN TSMC"  
[X Link](https://x.com/YieldMindset/status/2020259087838245164)  2026-02-07T22:11Z [--] followers, [---] engagements


"4) $AVGO & $GOOGL & $META Broadcom is the primary designer of custom AI chips"  
[X Link](https://x.com/YieldMindset/status/2020279998133977441)  2026-02-07T23:34Z [--] followers, [--] engagements


"5) $TSM & $AVGO & $AAPL Broadcom and Apple are TSMCs top customers. In [----] Apple booked over 50% of TSMCs initial 2nm capacity for the iPhone [--] while Broadcom secured the advanced packaging (CoWoS) necessary to build the networking chips that link Metas thousands of GPUs"  
[X Link](https://x.com/YieldMindset/status/2020280385201123776)  2026-02-07T23:35Z [--] followers, [---] engagements


"I have just bought the $AMZN Dip and bought new $SMEGF shares & opened up a new position in $HALO Any thoughts"  
[X Link](https://x.com/YieldMindset/status/2020281778259521834)  2026-02-07T23:41Z [--] followers, [--] engagements


"@DudeWhoInvests Apple Amazon and Siemens Energy are on of my biggest holdings Siemens Energy is undervalued compared to its competitors"  
[X Link](https://x.com/YieldMindset/status/2020589603972104288)  2026-02-08T20:04Z [--] followers, [---] engagements


"$NVO $HIMS Despite HIMS pulling their compounded GLP-1 pill from the market i think it showed few things for the future: [--]. The future in obesity is a price and volume game. Customers are no longer willing to pay high prices for slightly better outcomes"  
[X Link](https://x.com/YieldMindset/status/2020592360867110925)  2026-02-08T20:15Z [--] followers, [---] engagements


"2) It is possible to get cheaper versions with similar effects & outcomes so in effect there will be a price competition for market share"  
[X Link](https://x.com/YieldMindset/status/2020592636462317614)  2026-02-08T20:16Z [--] followers, [--] engagements


"3) Pfizer with buying Metsera will make the obesity market more competitive in the long run Thus $NOVO needs to compete on price and volume or reposition themselves differently. Not as an GLP-1 expert but maybe a peptide expert/provider will be more successfull"  
[X Link](https://x.com/YieldMindset/status/2020593745838981524)  2026-02-08T20:21Z [--] followers, [---] engagements


"Roadmap for next week Earnings: Mon: $APO $DBSDY $ON Tues: $KO $F $SPOT Wed: $MCD $CSCO $HOOD $LYFT Thurs/Fri: $ABNB $COIN $DASH Robinhood is interesting. The stock has beat EPS the last three quarters. What earnings are you following for next week https://twitter.com/i/web/status/2020621833838665971 https://twitter.com/i/web/status/2020621833838665971"  
[X Link](https://x.com/YieldMindset/status/2020621833838665971)  2026-02-08T22:12Z [--] followers, [--] engagements


"@Nima104329 I think its a great company & bold move to challenge the status quo Currently i will keep my hands off from $HIMS. I expect things to go down south for a bit til there will be an upside in sight"  
[X Link](https://x.com/YieldMindset/status/2020624525805994249)  2026-02-08T22:23Z [--] followers, [--] engagements


"There has been much talk about $AMZN recently on the topic of CAPEX & its impact on Q4 Earnings Lets analyze what was stated & what it really means https://twitter.com/i/web/status/2020631459623494006 https://twitter.com/i/web/status/2020631459623494006"  
[X Link](https://x.com/YieldMindset/status/2020631459623494006)  2026-02-08T22:50Z [--] followers, [--] engagements


"During earnings it was stated that $AMZN will project to invest $200 billion in CAPEX for [----] That is an increase of 53% compared to [----] and triple compared to 2023"  
[X Link](https://x.com/YieldMindset/status/2020632374141399401)  2026-02-08T22:54Z [--] followers, [--] engagements


"Most of it goes to AWS for: - Data centers & servers - Ramp up their Trainium [--] & Inferentia [--] chips - Project Kuiper (Low-earth orbit satellites to provide global broadband) It is argued that AWS would be growing faster then its 24% growth rate if they had more supply https://twitter.com/i/web/status/2020633694579421691 https://twitter.com/i/web/status/2020633694579421691"  
[X Link](https://x.com/YieldMindset/status/2020633694579421691)  2026-02-08T22:59Z [--] followers, [--] engagements


"That is the key point. Demand outruns the supply If Amazon is able to provide the growing demand the ROI of this CAPEX is guaranteed Having their own chips as well helps Amazon to compete more efficiently in the web services sector"  
[X Link](https://x.com/YieldMindset/status/2020635118562664465)  2026-02-08T23:05Z [--] followers, [--] engagements


"Increased CAPEX spending does impact their FCF as their projected spending is expected to exceed their operating cash flow thus turning FCF negative. So on the short term i consider it bearish - but in order to compete with other products and services (Azure Google Cloud etc) they have to invest and further they need to invest to meet their own demand and manage their future growth to 30% in AWS https://twitter.com/i/web/status/2020636438514291055 https://twitter.com/i/web/status/2020636438514291055"  
[X Link](https://x.com/YieldMindset/status/2020636438514291055)  2026-02-08T23:10Z [--] followers, [--] engagements


"$HIMS Last years Superbowl Ad created a +650% spike in Web Traffic Will they manage it again and gain some new ATH"  
[X Link](https://x.com/YieldMindset/status/2020644490218713530)  2026-02-08T23:42Z [--] followers, [---] engagements


"@Mr_Derivatives Not always"  
[X Link](https://x.com/YieldMindset/status/2020646862399865147)  2026-02-08T23:52Z [--] followers, [---] engagements


"$GOOGL $AMZN Since that post my position with Google is up by +47% Now im asking you guys to please buy some shares of $AMZN for yourself Just buy few shares of $AMZN please Stock which i consider to go in next $GOOGL I believe currently it is a great buy opportunity People underestimate that stock at the moment due to AI and its cannibalizing effects on searches Stock which i consider to go in next $GOOGL I believe currently it is a great buy opportunity People underestimate that stock at the moment due to AI and its cannibalizing effects on searches"  
[X Link](https://x.com/YieldMindset/status/2020650637659148372)  2026-02-09T00:07Z [--] followers, [---] engagements


"Hab meine Berkshire Positionen veruert und viele Amazon Shares geholt. Letzte Woche nochmal CAPEX um sicherzustellen dass man die steigende Nachfrage von AWS bewltigen kann ist KEIN Grund fr ein Verkauf. Zeigt eher den stetigen Wachstum hier. Kurz- bis mittelfristig wird der FCF negativ sein aber langfristig wird es sich auszahlen"  
[X Link](https://x.com/YieldMindset/status/2020659357034152195)  2026-02-09T00:41Z [--] followers, [---] engagements


"@yarvin_stoltz Viele sorgen leider auch nicht vor. Die Rente ist halt ein Ponzi Scheme welches reformiert werden msste"  
[X Link](https://x.com/YieldMindset/status/2020660692773401053)  2026-02-09T00:47Z [--] followers, [--] engagements


"@oguzerkan Thats why they needed to invest [---] billion Dollar in Capex for [----] to manage their growth And Wall Street drops the stock"  
[X Link](https://x.com/YieldMindset/status/2020826204232933761)  2026-02-09T11:44Z [--] followers, [---] engagements


"#SiemensEnergy Earnings will come this week Interesting to see if Wind Power manages to hold the guidance to break even this year Other segments will likely perform well with current electricity demand Competitor $GEV expects a loss for the current year for their wind power segment What do you guys think https://twitter.com/i/web/status/2020828881347862565 https://twitter.com/i/web/status/2020828881347862565"  
[X Link](https://x.com/YieldMindset/status/2020828881347862565)  2026-02-09T11:55Z [--] followers, [---] engagements


"@Leo_Traydes Made multiple good runs with $HIMS derivatives Got cocky and then lost alot with HIMS"  
[X Link](https://x.com/YieldMindset/status/2020876021617017046)  2026-02-09T15:02Z [--] followers, [---] engagements


"$PFE $NVO $LLY Which pharma stock do you consider better long term Especially since Pfizer with its acquisition of Metsera wants to gain market share in the lucrative obesity market"  
[X Link](https://x.com/YieldMindset/status/2020951781350473875)  2026-02-09T20:03Z [--] followers, [---] engagements


"@TheLongInvest $AMZN $MSFT Siemens Energy"  
[X Link](https://x.com/YieldMindset/status/2020969149917487114)  2026-02-09T21:12Z [--] followers, [---] engagements


"@drp825_ One of my largest individual holdings I hope its gonna pump like $GOOGL"  
[X Link](https://x.com/YieldMindset/status/2020969497679818800)  2026-02-09T21:14Z [--] followers, [---] engagements


"@commonsenseplay @kevinxu Always do your own due diligence"  
[X Link](https://x.com/YieldMindset/status/2020982968567943630)  2026-02-09T22:07Z [--] followers, [--] engagements


"Currently my monthly investment budget is around [----] EUR Since I made a job change i will try to invest [----] EUR per month My goal is to get to the 100k EUR as fast as possible - and hopefully it will work out"  
[X Link](https://x.com/YieldMindset/status/2020990980011294912)  2026-02-09T22:39Z [--] followers, [--] engagements


"@DividendRob So far i dont see any use case except for long term flights tbh Still like it that they try something new and try to create it in perfection Cant compare it to the glasses from Meta"  
[X Link](https://x.com/YieldMindset/status/2021026235565093166)  2026-02-10T00:59Z [--] followers, [--] engagements


"@Investinc_Intel burned my hand with $HIMS It killed my [----] performance I will not touch it for now"  
[X Link](https://x.com/YieldMindset/status/2021028813380125130)  2026-02-10T01:09Z [--] followers, [---] engagements


"Betrachtet man $HIMS Revenue Entwicklung so glaube ich schon dass die Aktie Value bietet. Problem ist dass das Modell Compounded Drugs auf wackeligem Boden steht und zudem noch eine Klage von $NOVO ansteht Alleine der Move eine Pille zu $49 Dollar anzubieten hat den gesamten Obesity Markt bewegt"  
[X Link](https://x.com/YieldMindset/status/2021030035159732296)  2026-02-10T01:14Z [--] followers, [---] engagements


"@Investinc_Intel Long term the stock will provide value IF they continue to have similar growth rates like before The lawsuit of $NVO though questions their whole business model of compounded drugs Else they have boner pills or hair loss stuff - roughly speaking"  
[X Link](https://x.com/YieldMindset/status/2021030842651508797)  2026-02-10T01:17Z [--] followers, [--] engagements


"Tmrw earnings $SMEGF Lets see how they will perform to their competitors like $GEV $GEV Stock is at [---] USD $SMEGF Stock is at [---] USD Do you guys think it can rise as much as GE Vernova If yes then there is a lot of value still to come Keep an eye on it guys YTD +28.58% Today +3.88% Silently moving to new heights YTD +28.58% Today +3.88% Silently moving to new heights"  
[X Link](https://x.com/YieldMindset/status/2021032787503943720)  2026-02-10T01:25Z [--] followers, [---] engagements


"$TSM A stock i really like & currently am +102% For Q4 [----] they posted impressive earnings with - Revenue growing by +25% - Gross margin being +62% TSMC is currently absolutely dominating the AI Chips sphere & they are de-risking their business with factories in Japan & US https://twitter.com/i/web/status/2021105215693341091 https://twitter.com/i/web/status/2021105215693341091"  
[X Link](https://x.com/YieldMindset/status/2021105215693341091)  2026-02-10T06:13Z [--] followers, [---] engagements


"@NortheastHQ The bread needs to come somewhere until the compounding will kick in at one point"  
[X Link](https://x.com/YieldMindset/status/2021106699554156886)  2026-02-10T06:19Z [--] followers, [--] engagements


"$HIMS $NVO Even though i respect $HIMS for trying to disrupt the market & create price pressure in the obesity market How did they think their oral compounded GLP-1 pill would work out in the hindsight By using an encapulation technique instead of permeation enhancer - $HIMS has to prove equal efficiency and safety of the drug Marketing a drug without any clinical trials proving that is questionable to say the least https://twitter.com/i/web/status/2021117072474796116 https://twitter.com/i/web/status/2021117072474796116"  
[X Link](https://x.com/YieldMindset/status/2021117072474796116)  2026-02-10T07:00Z [--] followers, [---] engagements


"@peppershares Eigene Due Diligence ist immer notwendig Und nicht immer jeden Hype nachlaufen"  
[X Link](https://x.com/YieldMindset/status/2021171538691596350)  2026-02-10T10:37Z [--] followers, [--] engagements


"@BrianFeroldi Just buy every month some ETFs shares and some stocks you like and chill"  
[X Link](https://x.com/YieldMindset/status/2021241919091650888)  2026-02-10T15:16Z [--] followers, [--] engagements


"@LongGameEquity Sometimes one gotta sell a stock Sold $NVO when it started to decline from its ATH If i would have holded the stock i would have lost some money for sure"  
[X Link](https://x.com/YieldMindset/status/2021243765634093427)  2026-02-10T15:24Z [--] followers, [--] engagements


"@raxthealpha Probably he has. +1 Mio USD Portfolio and [--] Dollars in his pocket"  
[X Link](https://x.com/YieldMindset/status/2021265229192028665)  2026-02-10T16:49Z [--] followers, [--] engagements


"Besides investing i love as well to travel Recently went to Saint Petersburg and must say the city is amazing & rich of history and aesthetic architecture Even though one invest for the future it is important to live in the moment too"  
[X Link](https://x.com/YieldMindset/status/2021267375698419924)  2026-02-10T16:57Z [--] followers, [--] engagements


"@themojomindset Happy to connect 🤛 Indeed sometime it is like that Hope Siemens Energy Earnings tmrw gonna be good - have a good chunk of their shares"  
[X Link](https://x.com/YieldMindset/status/2021347299994271782)  2026-02-10T22:15Z [--] followers, [--] engagements


"$SMEGF Siemens Energy Q1 FY26 Fantastic numbers were presented today Three metrics i liked is: - that profit grew by 141% - net income tripled in Q1 - and especially the free cash flow grew by 88% They reiterated the guidance for the year and delivered promising results in Wind Power to break even Further it was announced that there will be [--] billion EUR dividends/sharebuyback until FY28 For me the share is a clear buy So far many banks have designated the stock as a buy & their price target being above the current price $SMEGF Lets see their earnings tmrw So far many banks have designated"  
[X Link](https://x.com/YieldMindset/status/2021502113965093018)  2026-02-11T08:30Z [--] followers, [---] engagements


"Siemens Energy ATH today Will you buy in after great earnings https://twitter.com/i/web/status/2021568181861564463 https://twitter.com/i/web/status/2021568181861564463"  
[X Link](https://x.com/YieldMindset/status/2021568181861564463)  2026-02-11T12:53Z [--] followers, [--] engagements


"+6% & at [---] EUR They deliver as promised ✍ Siemens Energy ATH today Will you buy in after great earnings https://t.co/PJpFrPXvcQ Siemens Energy ATH today Will you buy in after great earnings https://t.co/PJpFrPXvcQ"  
[X Link](https://x.com/YieldMindset/status/2021588649024819250)  2026-02-11T14:14Z [--] followers, [---] engagements


"BTW Siemens Energy YTD +31.5% S&P500 +1.22% Will you buy Siemens Energy"  
[X Link](https://x.com/YieldMindset/status/2021589737136345314)  2026-02-11T14:18Z [--] followers, [--] engagements


"@SelfMadeMastery I wanna lowkey buy an divident etf as such Not sure which one though"  
[X Link](https://x.com/YieldMindset/status/2021636211375546426)  2026-02-11T17:23Z [--] followers, [--] engagements


"@MooreDividends Werde demnchst meine Stelle wechseln Viel Erfolg beim Gesprch. Hoffentlich werden die dich nicht mit einem Case/Test berraschen"  
[X Link](https://x.com/YieldMindset/status/2021636587835302057)  2026-02-11T17:24Z [--] followers, [----] engagements


"@OrangeManJr Halte auch die Aktie mit +174% Wenn man bedenkt zu welchen Preis GE Vernova traded ist da noch Luft nach Oben"  
[X Link](https://x.com/YieldMindset/status/2021643844790690117)  2026-02-11T17:53Z [--] followers, [--] engagements


"What amazing quarter they had These are some serious earnings $SPOT $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1 $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1"  
[X Link](https://x.com/YieldMindset/status/2021260214838628857)  2026-02-10T16:29Z [--] followers, [--] engagements


"@TheDividendDog Wise choice In few months hopefully it will be worth it"  
[X Link](https://x.com/YieldMindset/status/2021323423570432062)  2026-02-10T20:40Z [--] followers, [---] engagements


"@TessaStuart96 Its all part of the game Usually when it drops i like it too as one can rebuy the current positions for cheaper But nothing comes close to an all green day"  
[X Link](https://x.com/YieldMindset/status/2021587675564675305)  2026-02-11T14:10Z [--] followers, [---] engagements


"@Mr_Derivatives Love it"  
[X Link](https://x.com/YieldMindset/status/2021639404956319839)  2026-02-11T17:36Z [--] followers, [--] engagements


"My position currently with Siemens Energy Gonna buy soon new shares though +6% & at [---] EUR They deliver as promised ✍ +6% & at [---] EUR They deliver as promised ✍"  
[X Link](https://x.com/YieldMindset/status/2021640210237592042)  2026-02-11T17:39Z [--] followers, [--] engagements


"Bought today the Lego Roses as an Valentines treat plus ofc some real flowers will come too & a nice card Hopefully she will be happy and money well spent Will you buy some suprise too for your partner"  
[X Link](https://x.com/YieldMindset/status/2021643112645374450)  2026-02-11T17:50Z [--] followers, [--] engagements


"$VRT A stock i find quite interesting and have on my watchlist - yet no investments It showed strong earnings and an enormous jump of almost +23% which is insane"  
[X Link](https://x.com/YieldMindset/status/2021682661463339173)  2026-02-11T20:28Z [--] followers, [--] engagements


"Related to my earlier post today S&P500: +1.4% YTD My portfolio: +6.48% YTD One of my main position going well is Siemens Energy So far my biggest disappointment is $AMZN which as well presents a big portion of my portfolio How is it looking for you https://twitter.com/i/web/status/2021926476048691520 https://twitter.com/i/web/status/2021926476048691520"  
[X Link](https://x.com/YieldMindset/status/2021926476048691520)  2026-02-12T12:36Z [--] followers, [---] engagements


"@fynanze_ Morgen kommt der CPI Report in den USA Wenn der nicht passt dann wird es morgen nochmal schn rot"  
[X Link](https://x.com/YieldMindset/status/2022002858397430154)  2026-02-12T17:40Z [--] followers, [--] engagements


"Unterschiedliche Grnde - AI Disruption bzgl Software Unternehmen - Job Market Report in den USA und mgliche Auswirkungen auf den Leitzins. Morgen kommt der Consumer Price Index raus - denke der wird auch Auswirkungen haben - Die alte Leier mit CAPEX und Auswirkungen auf FCF der Firmen. Investoren wollen Results sehen der Investments. Denke es sind vielzahl von Grnden und dies sind einige von denen https://twitter.com/i/web/status/2022010420068786572 https://twitter.com/i/web/status/2022010420068786572"  
[X Link](https://x.com/YieldMindset/status/2022010420068786572)  2026-02-12T18:10Z [--] followers, [--] engagements


"My current portfolio: $AAPL $AMZN $SMEGF $TSM $GOOGL $META $HALO $VST $AVGO Further I have money invested in S&P500 ETF and a Tech ETF. Whats your opinion - will it be a portfolio which performs this year"  
[X Link](https://x.com/YieldMindset/status/2020276036739690798)  2026-02-07T23:18Z [--] followers, [---] engagements


"There are certain synergies between these positions: 1) $VST provides the energy for the energy demand in the US & $SMEGF being the provides the Gas Turbines & Grid Technology"  
[X Link](https://x.com/YieldMindset/status/2020277664121340199)  2026-02-07T23:25Z [--] followers, [--] engagements


"2) $AAPL uses $GOOGL as the foundational reasoning layer for their Apple Intelligence - same time $GOOGL pays $AAPL an estimated $20 billion annually to be their default search engine"  
[X Link](https://x.com/YieldMindset/status/2020278563518455839)  2026-02-07T23:28Z [--] followers, [--] engagements


"3) $VST & $META signed a landmark 20-year deal to buy [---] GW of nuclear power from Vistra to fuel its "Prometheus" AI supercluster"  
[X Link](https://x.com/YieldMindset/status/2020279590305034406)  2026-02-07T23:32Z [--] followers, [--] engagements


"@RensingTrades Nice gains - i only got a small plus today Two options on $AVGO and $VST went well today"  
[X Link](https://x.com/YieldMindset/status/2020989295809413567)  2026-02-09T22:32Z [--] followers, [---] engagements


"$TSM They are diversifiyng their production into the US & Japan and thus reducing the geopolitical risk factor Definitely a solid stock to hold Taiwan Semiconductor $TSM stock just hit new ALL TIME HIGHS again today TSMC is now less than $50B away from joining the $2 Trillion market cap club https://t.co/nnzvcmePvt Taiwan Semiconductor $TSM stock just hit new ALL TIME HIGHS again today TSMC is now less than $50B away from joining the $2 Trillion market cap club https://t.co/nnzvcmePvt"  
[X Link](https://x.com/YieldMindset/status/2021636012922056814)  2026-02-11T17:22Z [--] followers, [---] engagements


"Bought into $META since end march [----]. Solid & efficient advertising/social media company with ad revenue increasing and pricing power to charge higher prices to customers - which is nice The massive CAPEX serves to help the business go the next step in terms of AI & LLMs. I dont see it negative as such as long as Zuc delivers. The last stock i just recently discovered and need more due diligence but it sounds interesting https://twitter.com/i/web/status/2021692623799693370 https://twitter.com/i/web/status/2021692623799693370"  
[X Link](https://x.com/YieldMindset/status/2021692623799693370)  2026-02-11T21:07Z [--] followers, [--] engagements


"@Midnight_Captl Once Project Kuiper is maturing it will be even more interesting i bet I have some solid percentage of my portfolio in $AMZN I really hope it will develop better"  
[X Link](https://x.com/YieldMindset/status/2021692896517239130)  2026-02-11T21:08Z [--] followers, [---] engagements


"@tradefreely we are all starting from nothing :)"  
[X Link](https://x.com/YieldMindset/status/2021741230888018168)  2026-02-12T00:20Z [--] followers, [--] engagements


"@Investinc_Intel Kill $DUOL Marry $HIMS Date $GRAB I really like Grab but so far its a stock more or less being flat"  
[X Link](https://x.com/YieldMindset/status/2021937116796670221)  2026-02-12T13:19Z [--] followers, [---] engagements


"If tomorrow Consumer Price Index CPI comes higher then expected 2.5% then i think we will see tomorrow again a red day. The U.S. Bureau of Labor Statistics (BLS) will publish it tomorrow and if we see high numbers it will reinforce the narrative of higher interest rates. https://twitter.com/i/web/status/2021988521670558178 https://twitter.com/i/web/status/2021988521670558178"  
[X Link](https://x.com/YieldMindset/status/2021988521670558178)  2026-02-12T16:43Z [--] followers, [--] engagements


"Institutional Investors welche diese Faktoren einpreisen und daraufhin verkaufen. Z. b. wenn die [--] Year Treasury Yield ber 4% ist (zurzeit bei 4.1%) verkaufen Institutional Investoren unsichere Stocks um die sicheren 4% zu sichern. Aber es spielen versch. Faktoren eine Rolle und dies genau vorherzusagen warum weshalb ist fast unmglich. Wir kleinen Fische als retail Investoren haben wenig Einfluss auf die Kurse an sich sofern kein Pennystock. https://twitter.com/i/web/status/2022014690314817734 https://twitter.com/i/web/status/2022014690314817734"  
[X Link](https://x.com/YieldMindset/status/2022014690314817734)  2026-02-12T18:27Z [--] followers, [--] engagements


"@TrdeToScale First of all one needs to accumulate some capital - the returns have a minimal effect until 100k round about Then wealth starts to slowly build"  
[X Link](https://x.com/YieldMindset/status/2022045933954068549)  2026-02-12T20:31Z [--] followers, [--] engagements


"@Letmoneywork050 Kommt drauf an Bestimmte Influence werben mit $DUOL next trillion dollar company :D"  
[X Link](https://x.com/YieldMindset/status/2022047764264497445)  2026-02-12T20:38Z [--] followers, [--] engagements


"@Theresa_Finn_ @specialsupi Gibt immer Mittel und Wege dies zu verschleiern. Bitcoin Mixer. Dann ist gar nichts nachvollziehbar. Sonst auch Bitcoin - Monero - Bitcoin Oder P2P Trading"  
[X Link](https://x.com/YieldMindset/status/2022070861910749566)  2026-02-12T22:10Z [--] followers, [--] engagements


"@TheLongInvest Not necessary the best comparison $AMZN needs the CAPEX to fund their growth with AWS or Project Kuiper $AAPL has been a reliable cash cow where little innovation has been happening and yet it dominates the smartphone market + high customer loyalty"  
[X Link](https://x.com/YieldMindset/status/2021588254122705077)  2026-02-11T14:12Z [--] followers, [---] engagements


"@Mr_Derivatives Hodl I wont touch the stock again but i think things will normalize in the long run"  
[X Link](https://x.com/YieldMindset/status/2021624842450309324)  2026-02-11T16:38Z [--] followers, [---] engagements


"$VST Only position of my portfolio which is currently positive today What a day it was"  
[X Link](https://x.com/YieldMindset/status/2022046599170670963)  2026-02-12T20:34Z [--] followers, [--] engagements


"@Mr_Derivatives Depends what the CPI Report will say i think tmrw"  
[X Link](https://x.com/YieldMindset/status/2022073384004387228)  2026-02-12T22:20Z [--] followers, [---] engagements

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