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03:21
Apr 16
@yieldchad
Jensen, while getting a bit emotional and losing his temper, won me over with this argument. I am against further export restrictions on N…
22:53
Apr 15
@yieldchad
@swaggamma bro is insanely down bad
17:15
Apr 15
@yieldchad
Jensen plans to keep doubling at scale, yet TSMC is at capacity, which leads to only one conclusion. You have to own INTC in your portfolio.…
INTC
HIGH
03:56
Apr 15
@yieldchad
Would you donate 90% of your net worth to charity to get the girl/partner of your dreams?
03:55
Apr 15
@yieldchad
Would you give 90% of all the money you ever made to charity to get the girl of your dreams?
00:19
Apr 15
@yieldchad
The gerontocracy reigns supreme
23:14
Apr 14
@yieldchad
Dwarkesh Patel is 25 years old by the way Absolutely life mogging everyone
21:57
Apr 14
@yieldchad
But NVDA is going to $150 right guys?
NVDA
MED
05:52
Apr 14
@yieldchad
@toptickcrypto $WLFI will be the medium of choice for AI agents
WLFI
MED
05:24
Apr 14
@yieldchad
American Airlines flagship lounge in LAX is a disgrace. Wouldn’t feed this shit to my dog.
01:52
Apr 10
@yieldchad
Yes I sold my semicap subsystems and SNDK :’( way too early https://t.co/dKIPcvZBHS
01:51
Apr 10
@yieldchad
YC portfolio 8% AMD - only CPU name that trades at reasonable valuation besides NVDA 10% Rigaku - chokehold on critical next generation tec…
AMD
HIGH
00:48
Apr 10
@yieldchad
$SNDK https://t.co/iOiq3J4SW3
SNDK
16:51
Apr 09
@yieldchad
Reminder: Elon Musk owns 43% of SpaceX, and 15% of Tesla. The two companies will eventually merge. He is financially incentivized for $TS…
TSLA
MED
21:38
Apr 07
@yieldchad
If any of you have a teenage sibling / relative, especially a male, go open their TikTok and see how long it takes before you start getting …
21:28
Apr 07
@yieldchad
IMO this doesn’t matter and is expected. Basic consumer use of LLM’s is becoming more competitive. The growth is in enterprise. Anthropic…
21:11
Apr 06
@yieldchad
SemiAnalysis out with an interesting note on Forgent Power Solutions $FPS: faster lead times, more spare capacity, and more colo/neocloud ex…
15:13
Apr 04
@yieldchad
"I was shocked to discover that this pro-Israel person was Jewish, this is an outrage!" Do you realize how that makes you sound? Anti-Sem…
13:50
Apr 04
@yieldchad
This spiked because of speculation that US is / was sending special forces to the region to rescue the downed pilot. Not because of imminent…
03:14
Apr 03
@yieldchad
my quantitative https://t.co/jdA4Sb73P8 https://t.co/QFXAJzVCpo
21:15
Apr 02
@yieldchad
In case you were wondering why optics ripped today, a new expert network call on LITE got widespread attention. YoY growth up, ASP's up, and…
LITE
13:55
Apr 02
@yieldchad
Trump should have done Iran after the midterms. I really don’t know why he struck *now* unless he was feeling the hot hand after Maduro. May…
15:45
Mar 31
@yieldchad
Was the 23 March volume spike in SPY and Oil Futures actually insider trading by the Trump Administration? Evidence points to YES. Using S…
SPY
16:29
Mar 30
@yieldchad
Does this guy think Citrini is the same as Citron Research? https://t.co/0lmg6KfAO3
22:09
Mar 27
@yieldchad
Trump was on a serious heater at the roulette wheel, doubled up twice, (Mencho, Maduro). “Sir, would you like to cash your chips?” “Let it…
23:42
Mar 25
@yieldchad
Kharg is obviously a decoy and we’re landing somewhere else 👆
16:20
Mar 19
@yieldchad
There is literally 0% chance this happens https://t.co/CmZaXfZUaL
04:42
Mar 19
@yieldchad
well written critique https://t.co/dLO0ddu37a
01:28
Mar 19
@yieldchad
You are an actual fucking moron if you think Charlie Kirk was assassinated by the Jews or that Israel had anything to do with it. Seriously…
22:19
Mar 18
@yieldchad
Repeat after me: Iran will not be a headline in 6 months
21:27
Mar 18
@yieldchad
Burry getting body-bagged by FNMA long. I’ll tell you why it’s going down. Because they’re not forgiving the senior preferred, and insider…
FNMA
03:43
Mar 18
@yieldchad
The European mind cannot even begin to comprehend that Iran *may* become a strategic victory for the US and Israel https://t.co/htP6AIX3Ek
03:04
Mar 18
@yieldchad
And a huge fuck you to @DougBockClark for his baseless theory he published in @GQMagazine that Otto Warmbier, a young man in the prime of hi…
22:55
Mar 16
@yieldchad
Did you buy my $150M market cap shitco that I tweeted to my 140k followers? Did you listen, anon? https://t.co/4Yg6WEwvkz
05:08
Mar 14
@yieldchad
This pollster is one of the best on the left right now, and pretty smart, which is funny because it just shows you how progressivism infects…
21:09
Mar 12
@yieldchad
Why would management file ANOTHER atm after the first? Could it be that they are not acting in the interests of their shareholders? 🤔🤔🤔🤔🤔…
20:59
Mar 12
@yieldchad
If you tweet like this, you might be over invested https://t.co/BcYjYJIPD5
17:22
Mar 12
@yieldchad
So much cope about how this harkens the end of US influence in the Middle East and loss of hegemon status. What happened after the Iraq war…
14:08
Mar 12
@yieldchad
One of the best geopolitical talking heads on Twitter telling you the war will end in 1-2 weeks. Trump is also telling you that. Neverthe…
04:19
Mar 12
@yieldchad
‼️🚨IMPORTANT 🚨‼️: man who REGULARLY INCINERATES 9 figures has an opinion on GLOBAL MACRO https://t.co/Jpk6FB3ORO
04:13
Mar 12
@yieldchad
Jews are the GOAT psy-oppers and I don’t mean this disparagingly. https://t.co/4XYkbQmnJe
04:11
Mar 12
@yieldchad
Same time of year, same market conditions, same arguments from both sides as Liberation Day. It will be the same outcome, too.