Yieldfield

🚨 $INTC — Kevin Hassett, Director of the White House National Economic Council (NEC), stated today that President Trump is enthusiastic about the "agreement with Intel," adding that it is "very encouraging to see Intel showing sustained and strong improvement." Coming just about a week after Intel’s weak guidance triggered a sharp sell-off, this marks another clear signal of strong support from the U.S. government. With the government projected to hold an approximately 9.9% stake by 2025, it remains firmly confident in the company’s long-term transformation and recovery. Short-term pressures in the PC market and supply chain are merely "noise"—the long-term potential remains clear. For those holding $INTC, there is no need to be overly concerned. Follow me for the latest news and policy updates. Like + Follow + Share

$INTC 🔥 INTEL CTO PUSHKAR RANADE ON WHY AI INFERENCE CAN'T SCALE 10X AT THE LEADING EDGE: Asked if there are enough tools in the world to 10X leading edge inference output: "Not 10X, but probably like 2X, yes" He says the whole supply chain would have to scale together: "Unless the entire supply chain, starting from the equipment suppliers, their suppliers, their sub-suppliers, unless everybody produces, you can't increase the output collectively"

🚨 $KEEL Panther Creek Permit 105. Review is paused again

$CRWV CEO confirmation that the political shift carries zero risk to its backlog outlines a massive structural ceiling on regulatory or policy concerns for infrastructure plays. Watching CRWV fall with the broader market is frustrating, but my confidence in its long-term business hasn't changed. While the market gets distracted by post election noise, the true operational signal lies in CRWV capacity gap bridging the gap between 1.5 GW of active power and 4.2 GW of contracted capacity signed as of August 2026. The core investment thesis depends on conversion velocity how efficiently they can construct these physical data center shells, deploy GPU hardware, and clear acceptance gates to transition commitments into billed cash flows without burning through expansion capital.

🚨 $IREN’s >35 GW PIPELINE 🚨 THEY FINALLY DID IT. After years of investors begging, pleading, and screaming for management to just tell us the size of their power pipeline… they dropped it. And holy shit. Over 35 GW. Let that sink in. No other neocloud comes close. No colo provider comes close. Nobody in this entire space has anything even remotely like this. It only took the stock getting crushed 58% YTD for them to finally reveal one of the most important pieces of information in the entire AI infrastructure race. But I’m not even mad. I’m impressed as hell. This is the same company that just printed its first real AI earnings beat, locked in $22M/MW 5-year deals with 90% GPU prepayment, and is sitting on a $20B+ backlog with Microsoft and NVIDIA. And now they casually drop that they’re sitting on a 35+ GW pipeline. This isn’t just a good report. This is a statement. $IREN just reminded everyone why they’ve been one of the most underappreciated names in the entire AI buildout. The pipeline is real. The demand is real. The execution is finally showing up. Respect. Absolute respect. 🔥 #IREN #AIInfrastructure

AI long-term logic hasnt changed. The test for chip stocks may just be starting. 🔥 Goldman showed consensus expectations. Big cloud free cash flow turns negative in 2026, pressure peaks in 2027, and could turn positive again in 2028. Look at $INTC. From the 90s down to around $60. Dropped about a third in a few trading days. Long-term semiconductor opportunity is still fine. The market is just starting to care more about cash flow and valuation. Same for the main cloud names we track. This could turn into a longer fight. Less leverage, protect capital, then wait for the industry returns to show up. The process is tough though.

🔥 $KEEL | Keel Infrastructure Corp., Q3-2026 Earning Report

$INTC Position Update 🔥 Just added another 2,000 shares of $INTC yesterday. Now sitting on 6,000 shares total. CEO Lip-Bu Tan just bought $9.7 million worth at around $64.73. That tells me management still believes in the long-term turnaround. I’m still bullish on Intel’s long-term potential. The problems are real, but the CEO putting real money to work at these levels is a strong signal. If you’re also holding $INTC, follow me. I’ll keep sharing the latest updates.

🔥 UPDATE: It's been 59 days since President Trump posted an AI image of himself trading Intel from $20 to $95. Since then, $INTC has fallen approximately 37%. But I'm not giving up on Intel. I still believe in its long-term turnaround potential, U.S. semiconductor leadership, and growing role in the AI industry. Short-term pain doesn't change my long-term conviction. Follow me for the latest stock market news, market trends, and investment opportunities! 🚀 #INTC #Intel #AI #Stocks

🔥 INTEL CEO JUST DOUBLED DOWN — $19.7M IN STOCK PURCHASES! Intel CEO Lip-Bu Tan just bought 150,000 shares at an average price of $64.73, worth approximately $9.7M, following his $10M purchase at $95 in August. That's nearly $20M in insider buying as $INTC faces intense market pressure. Meanwhile, Intel's Q3 results show real momentum: 🔥 Data Center & AI revenue: +78% YoY 🔥 Intel Foundry revenue: +58% YoY Yes, rising memory costs and PC weakness remain challenges. But demand for Intel's data center products is growing, and its turnaround could have much more room to run. When the CEO keeps buying into the selloff, I'm paying attention. I'm bullish on $INTC's long-term potential. The market may be focused on today's challenges, but I'm watching what Intel could become over the next few years. Follow me for the latest stock market news, market trends, and investment opportunities! #INTC #Intel #Semiconductors #AI

$KEEL 🔥🔥 Institutions reportedly own 417M out of 600M shares. That's nearly 70% institutional ownership. All eyes on TOMORROW'S earnings (Nov 5). The big questions: • AI data center expansion? • New customer contracts? • Power capacity & project timelines? • What's next for its HPC transformation? With short interest near 20%, tomorrow could get interesting. 🚀 Follow me for more market insights! 📈

Comparing the data center layouts of $IREN 🔥 and $NBIS🔥 , there's one clear difference. IREN has Childress 750MW and Sweetwater 2GW in Texas. Together those two make up about 49% of its disclosed planned power capacity (incl. Australia & Spain). NBIS is spread across multiple US states and Europe. If Texas tightens data center approvals further, IREN's potential exposure is larger.

🔥 AMD JUST DROPPED A NUKE ON WALL STREET Alright folks, let’s talk about the real winner of earnings season so far. AMD reported Q3 numbers last night and absolutely smoked expectations: Revenue: $13.38 billion (+45% YoY) vs. ~$13.09B expected Adjusted EPS: $2.09 vs. $1.95 consensus Data Center revenue: $8.55 billion — up a ridiculous 97% year-over-year And then they dropped the real bomb: Q4 revenue guidance of approximately $17 billion (±3%). That’s way above the Street’s ~$16.3B number. Lisa Su didn’t hold back either. She basically said demand for Instinct GPUs and EPYC CPUs is accelerating, Helios rack-scale systems and Venice CPUs are ramping hard, and they expect growth to speed up even more in Q4. They’re also calling for over 80% revenue growth in 2027, with Data Center making up more than 80% of the business. Stock ripped as much as 8-9% in after-hours before settling around +5%. Goldman’s James Schneider came out swinging with a reiteration of his Buy rating and $700 price target, saying the stock should trade higher on the stronger results and guidance. This is exactly what the market needed after all the recent AI spending anxiety and Intel’s ugly outlook. AMD just reminded everyone that the AI infrastructure buildout is still very much alive — and they’re taking real share. EPYC + Instinct is no longer the “alternative.” It’s becoming a legitimate dual engine. What do you think? Is this the setup for a run toward $550–$600, or are we still too early for the next leg? Drop your takes below. #AMD #AI #Semiconductors #Earnings

🔥🔥It'd be normal for me if $INTC would do +10% this or the week. Especially with the IV Crush and pump after midterm elections. Generally with the IV crush it could go up to $75

$INTC – key chart after the crash.🔥 MOAT trendline forming. Still testing 58–62 support. Higher lows? Bounce time?? Either bounce or wait and see. #intc

🔥 $KEEL IS BACK IN FOCUS! 🔥 KEEL surged 15.87% yesterday, closing at $2.19. And I believe there's more to watch. KEEL has secured power capacity through Energy Supply Agreements (ESAs) in Pennsylvania, Washington, and Québec, with priority sites targeted for 2027. It has zero exposure to Texas. Meanwhile, many developers are still stuck waiting in interconnection queues — especially in Texas, where ERCOT faces large-load pauses, audits, and permitting freezes. A Democrat-controlled Congress could bring tighter regulation and environmental reviews for new data center power requests. This makes secured capacity outside the most constrained markets even more valuable when it comes to time to power. In a stricter policy environment, being further ahead on contracted power could become an increasingly clear competitive advantage. 🔥 NOVEMBER 5 IS THE DATE TO WATCH. KEEL's Q3 earnings report is coming before market open. I'm watching closely. Follow me for my portfolio updates and what's coming next! #KEEL #AI #DataCenters #Energy

🔥 Portfolio Update: Still all-in on $KEEL + $INTC $KEEL ripping today — up double digits (around +11-12%) and I’m loving every bit of it. Still holding both names strong. I’m extremely bullish on the long-term thesis for each: $KEEL → pure-play digital + energy infrastructure for AI/HPC demand $INTC → temporary pain, but the comeback story is still very much intact. I believe Intel will bounce back hard. Not selling. Not shaken. Just accumulating conviction. If you’re also holding $KEEL or $INTC (or both), drop a 🔥 or 💎 below and follow me. I’ll keep posting real-time updates, thesis refreshes, and moves on these two. Let’s ride this together. #KEEL #INTC #StockMarket #aistocks

$IREN 🔥 's two founders just took their pay in shares they cannot touch for six years. In the new proxy filing, co-CEOs Daniel and William Roberts each received 9.1M restricted shares, vesting over four years with a two year hold after that, and no new equity grants for the CEOs through 2031. The same filing asks shareholders to approve settling the convertible hedges in shares, up to 149.9M shares through capped calls, so dilution gets offset instead of paid in cash. The stock sits at $22, down 71% from its high, and the founders locked themselves in until 2032. Thursday they report. $IREN