Focus on quality US compounders and durable businesses. In-depth analysis, clear thinking, long-term perspective. No hype — just better investment decision
New York, USA
Joined September 2010
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I hold a position in $INTC.🔥
Cost basis: $85; total holdings: 4,000 shares.
The stock has plummeted nearly 30% today, triggering panic selling among many investors.
However, I’ve decided not to sell—in fact, I’m even considering adding to my position. The reasons are simple:
1. The earnings report itself isn’t bad; the market has overreacted to the somewhat weak guidance.
2. Signs that the semiconductor cycle has reached its bottom are becoming increasingly clear.
3. The valuation has returned to a relatively reasonable range.
I can withstand short-term volatility, and the long-term investment thesis remains intact.
If you also hold $INTC,
feel free to follow me for further updates.
#INTC
Yieldfield retweeted
S&P just revised $META credit outlook to negative and this Wedbush model shows exactly why.
Meta’s compute capacity is projected to nearly quadruple to 26GW by 2030 on ~$1.2T in cumulative capex pushing annual depreciation to $171B without an established $AMZN, $GOOGL or $MSFT style cloud business to monetize that capacity.
But I also think that’s where opportunity gets super interesting because Muse has over 25% of its weekly active users already shopping while Meta’s Business Agents handle over 30M customer conversations a week creating an opportunity for Meta to capture a share of transactions its AI agents facilitate.
📌 $INTC fell hard yesterday, but I remain firmly constructive on its long-term potential.
Here’s why, based on the actual numbers:
• Data Center & AI revenue grew 78% YoY to $7.3 billion in Q3 — the strongest growth driver and still supply-constrained
• Overall revenue rose 21% to $16.5 billion, with adjusted EPS beating expectations
• 18A yields continue to improve and costs are declining meaningfully
• 14A is progressing on schedule, and advanced packaging (EMIB) is drawing real customer interest
• Server CPU demand remains robust into 2027
The sharp drop was driven by weaker near-term PC guidance and a temporary fab disruption — not a breakdown in the core growth story.
I’m holding my position with conviction and will continue tracking the execution on process technology, capacity, and foundry wins.
If you’re an $INTC shareholder focused on the multi-year thesis rather than daily noise, follow me.
I’ll share clear updates and analysis here.
Still holding? Let me know below.#INTC
I hold a position in $INTC.🔥
Cost basis: $85; total holdings: 4,000 shares.
The stock has plummeted nearly 30% today, triggering panic selling among many investors.
However, I’ve decided not to sell—in fact, I’m even considering adding to my position. The reasons are simple:
1. The earnings report itself isn’t bad; the market has overreacted to the somewhat weak guidance.
2. Signs that the semiconductor cycle has reached its bottom are becoming increasingly clear.
3. The valuation has returned to a relatively reasonable range.
I can withstand short-term volatility, and the long-term investment thesis remains intact.
If you also hold $INTC,
feel free to follow me for further updates.
#INTC
$NBIS – key chart in AI infra right now.🔥
MOAT trendline crystal clear. Sharp pullback, now holding 155–160 support.
Higher lows forming. Bottoming time?? Bounce!Earnings Nov 12.
Either bounce or wait and see.
Yieldfield retweeted
$INTC You don’t even know I waited 10 minutes, eyes not even blinking to take this screenshot…
For the culture.
$KEEL — Down 4.94%. I’m not backing down, though; I remain bullish.
I currently hold a total of 50,000 shares.
CEO Ben Gagnon hit the nail on the head: "Power is the true bottleneck of our time. Whoever secures power resources and sites first holds the 'golden ticket' to the AI era."
The company is actively executing on this vision—construction is already underway at their Moses Lake project, they have ample liquidity, and a key earnings report is set for release on November 5th. What the AI infrastructure landscape truly lacks isn't concepts, but tangible power and physical space—and $KEEL’s strategy addresses this core need precisely.
Real opportunities are often hidden within such undervalued execution. If you also hold $KEEL, follow me for the latest updates.
for sharing these comments — Jim Cramer isn’t too excited about $ASTS , saying “No, we’re fighting the Fed with that,” and was even more dismissive of $IREN with “We don’t want IREN.”As we all know, when Cramer talks, the market often does the opposite. So holders of these two stocks might be quietly celebrating right now.Keeping an eye on them — here’s hoping the reverse magic works! 🚀Haha, the classic Inverse Cramer indicator strikes again!Thanks to@StockSavvyShay
Yieldfield retweeted
$ASTS - This FCC decision opens up a massive new TAM now for AST SpaceMobile
This clears the path for ASTS and it’s MNO partners to target the fast growing autonomous drone and telemetry market!
Probably why the stock is up today!…😎
PASSED: FCC Opens More Cellular Spectrum for Drones
“Today, we give drone operators a new source of spectrum and open up new business models for aerial connectivity.” - Chairman @BrendanCarrFCC
Read More 🧵⬇️
Yieldfield retweeted
$IWM Dude what a bounce, almost $286...
$SLS 🚨
The 80th event has been reached in SELLAS’ Phase 3 REGAL trial.
This triggers the final analysis of its AML cancer therapy, GPS.
Preliminary topline results are expected later this quarter.
A potential make-or-break catalyst. The next update could change everything. 👀
Bulls, are you watching?
#SLS #Biotech
Yieldfield retweeted
This is interesting…
Warren Buffett’s Berkshire Hathaway ($BRK) invested $10 BILLION in Alphabet ($GOOGL) at ~$350 in June 2026.
Today, shares trade at just $293.
That’s 17% BELOW Berkshire’s purchase price.
Two of Berkshire’s biggest names saw the opportunity.
If Berkshire liked $GOOGL at $350.
Imagine the opportunity at $293.
$KEEL
bounce off this 200 WEEK moving average as we had hoped, and this is one of the strongest candles these past few months.
Watching closely, don't miss out!
Yieldfield retweeted
One of
$ASTS
biggest advantages is that AT&T and Verizon already control ~670 MHz of spectrum combined and serve over 300M mobile customers. And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly
This is the real story.$ANT sitting on $132B cash looks insane…
until you realize they’ve already locked in hundreds of billions in future compute spend with $AVGO, $GOOGL and $SPCX.That’s not just “AI growth.”
That’s a forced multi-year buying spree for chips + power + data centers.The companies that actually deliver the capacity (the picks & shovels) are the ones that win when these commitments turn into real demand.This is why I’m loaded in AI infrastructure over pure model pure-plays.Who else is positioned on the supply side of this wave?
