yieldchad 5.0 9 ideas

Equities trader
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Recent positions
TickerDirEntryP&LDate
INTC LONG $64.08 Apr 15
NVDA SHORT $195.89 Apr 14
WLFI LONG $0.08 Apr 14
AMD LONG $245.04 Apr 10
TSLA SHORT $346.63 Apr 09
LITE LONG $827.00 Apr 02
SPY SHORT $640.40 Mar 31
FNMA SHORT $4.63 Mar 18
By sector
Stock
7 ideas
Crypto
1 ideas
ETF
1 ideas
Top tickers (by frequency)
NVDA 1 ideas
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TSLA 1 ideas
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SPY 1 ideas
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WLFI 1 ideas
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AMD 1 ideas
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Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
INTC HIGH Apr 15, 17:15
"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."
𝕏 @yieldchad ⏲ medium-term Source ↗
April 15, 2026 at 17:15
𝕏 @yieldchad
Equities trader
The speaker uses sarcasm to reject a bullish price target, implying a bearish view that NVIDIA will fall from current levels, possibly because it's overvalued and the quoted view ranks it third.
NVDA MED Apr 14, 21:57
"But NVDA is going to $150 right guys?"
𝕏 @yieldchad ⏲ medium-term Source ↗
April 14, 2026 at 21:57
𝕏 @yieldchad
Equities trader
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
WLFI MED Apr 14, 05:52
"$WLFI will be the medium of choice for AI agents"
𝕏 @yieldchad ⏲ long-term Source ↗
April 14, 2026 at 05:52
𝕏 @yieldchad
Equities trader
AMD is an attractive portfolio holding because it is the only CPU manufacturer currently trading at a reasonable valuation.
AMD HIGH Apr 10, 01:51
"8% AMD - only CPU name that trades at reasonable valuation besides NVDA"
𝕏 @yieldchad ⏲ medium-term Source ↗
April 10, 2026 at 01:51
𝕏 @yieldchad
Equities trader
The tweet provides a link related to SNDK without expressing a specific sentiment.
SNDK Apr 10, 00:48
𝕏 @yieldchad Source ↗
April 10, 2026 at 00:48
𝕏 @yieldchad
Equities trader
Elon Musk has a structural financial incentive to let Tesla's stock price decline to facilitate a cheaper eventual merger with SpaceX.
TSLA MED Apr 09, 16:51
"He is financially incentivized for $TSLA price to go down, so it is a more accretive acquisition for SpaceX."
𝕏 @yieldchad ⏲ long-term Source ↗
April 09, 2026 at 16:51
𝕏 @yieldchad
Equities trader
Lumentum shares are rallying due to positive expert network reports indicating growth in year-over-year metrics, ASPs, and lead times.
LITE Apr 02, 21:15
𝕏 @yieldchad Source ↗
April 02, 2026 at 21:15
𝕏 @yieldchad
Equities trader
The tweet alleges insider trading by the Trump Administration based on suspicious volume spikes in SPY and oil futures.
SPY Mar 31, 15:45
𝕏 @yieldchad Source ↗
March 31, 2026 at 15:45
𝕏 @yieldchad
Equities trader
The author argues that FNMA will decline because senior preferred shares won't be forgiven and insiders are selling.
FNMA Mar 18, 21:27
𝕏 @yieldchad Source ↗
March 18, 2026 at 21:27
𝕏 @yieldchad
Equities trader
yieldchad (Equities trader) | 9 trade ideas tracked | NVDA, TSLA, SPY, WLFI, AMD | Twitter | Buzzberg