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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Yieldfield retweeted
HASSETT, director of the White House National Economic Council, said Trump is excited about the agreement with $INTC Intel. It was encouraging to see Intel show a sustained strong improvement.
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.
Yieldfield retweeted
$INTC You don’t even know I waited 10 minutes, eyes not even blinking to take this screenshot…
For the culture.
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 $286...
Yieldfield retweeted
This is interesting…
Warren Buffett’s Berkshire Hathaway ($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.
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
Yieldfield retweeted
$NBIS
The rise comes as no surprise. I’ve said it before: proprietary power generation combined with AI compute capacity is the scarcest asset out there. Today’s move—climbing from around $153 to over $166—is simply the market undergoing a repricing. The structure is mending.
