LongYield
@LongYield
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Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives ๐โ๏ธ | Tips welcomed on my Patreon or @longyield on paypal
Miami, FL
Joined June 2022
Grocery prices are not way down. The only way to reverse inflation is to quit spending more money than we bring in, which means we must cut spending. The big beautiful bill increased spending.
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$QCOM QUALCOMM Incorporated Earnings Call Key Highlights: ๐ Q4 and Fiscal Year 2025 Financial Performance QUALCOMM delivered Q4 revenue of $11.3 billion and non-GAAP EPS of $3.00, both exceeding the high end of guidance, driven by strong performance across all QCT segments.
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$BROS Dutch Bros Inc. Earnings Call Key Highlights: ๐ Robust Financial and Operational Performance in Q3 2025 Dutch Bros delivered a 25% year-over-year increase in total revenue to $424 million, supported by 5.7% system same-shop sales growth and 4.7% system transaction
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$DUOL Duolingo, Inc. Earnings Call Key Highlights: ๐ Strong User and Revenue Growth Duolingo reported over 50 million daily active users (DAUs) and 135 million monthly active users (MAUs) in Q3 2025, with DAUs growing 36% year-over-year and MAUs contributing to strong global
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$SNAP Snap Inc. Earnings Call Key Highlights: (1/2) ๐ฑ User Growth and Engagement Trends Daily active users (DAUs) reached 477 million in Q3 2025, up 8% YoY, while monthly active users hit 943 million, a 7% YoY increase, reflecting ongoing global traction. Despite strong user
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$HOOD Robinhood Markets, Inc. Earnings Call Key Highlights: (2/2) ๐๏ธ Robinhood Ventures & Private Market Access Robinhood Ventures is set to open access to private companies for unaccredited investors, addressing longstanding retail exclusion from private market opportunities.
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$HOOD Robinhood Markets, Inc. Earnings Call Key Highlights: (1/2) ๐ Record Financial Performance in Q3 2025 Robinhood reported record revenues of nearly $1.3 billion in Q3 2025, more than doubling year-over-year, with trading volumes seeing double to triple-digit increases
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To avoid a repeat of last nightโs shellacking in the 2026 midterms, Republicans should: quit covering for pedophiles put America before Israel put farmers before corporations quit funding wars abroad reduce spending to control inflation quit attacking independent voices
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https://t.co/Azfd6rSMrs via @LinkedIn ๐ Shopify Q3 2025: Strong Growth, Balanced Profitability & AI Momentum My deep dive unpacks 32% GMV & revenue growth, 18% free cash flow margins, AI-driven innovation, and whatโs next for #Shopify. Read now & stay ahead in the evolving
linkedin.com
Overview Shopify Inc. (NASDAQ/TSX: SHOP) operates one of the worldโs largest commerce platforms.
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$U Unity Software โ Earnings Release ๐ฎ Steady Revenue Growth ๐ Q3 revenue reached $471M, up 5% YoY ๐งฑ Create Solutions revenue: $152M (+3% YoY) ๐ Grow Solutions revenue: $318M (+6% YoY), driven by Unity Ad Network and Vector AI ๐ Net Loss Narrows Slightly ๐ธ GAAP net
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$SEDG SolarEdge Technologies โ Earnings Release ๐ Revenue Rebound ๐ Q3 revenue was $340.2M, up 18% QoQ and 45% YoY ๐ฆ Product revenue included 92.7K inverters, 2.95M optimizers, and 230 MWh of PV batteries recognized ๐ฐ Improving Margins ๐งฎ GAAP gross margin improved to
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Candace Owens just called out Kash Patel and claimed heโs covering up the fact that there were 12 Israeli purchased cell phones on the โUVU campusโ the day Charlie Kirk was assassinated.
They have absolutely no choice but to stage another 9/11 style false flag. The Charlie Kirk assassination is not going away and Candace is getting way too close to exposing the truth about TPUSA.
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$ALAB Astera Labs, Inc. Earnings Call Key Highlights: (2/2) ๐ Strengthened Scale-Up Position with Xscale Photonics Acquisition Astera announced a definitive agreement to acquire Xscale Photonics, a provider of advanced fiber chip coupling technology critical for future optical
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$ALAB Astera Labs, Inc. Earnings Call Key Highlights: (1/2) ๐ Record Revenue and Sustained High Growth Q3 2025 revenue reached $230.6 million, up 20% sequentially and 104% year-over-year, driven by strength across all product familiesโScorpio, Aries, and Taurus. Aries PCIe 6
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$RIVN Rivian Automotive, Inc. Earnings Call Key Highlights: (2/2)๐ฆ Rising Software & Services Revenue via VW JV Software & Services segment generated $416 million in revenue and $154 million in gross profit in Q3, half of which came from the Volkswagen joint venture.
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$RIVN Rivian Automotive, Inc. Earnings Call Key Highlights: (1/2) ๐ R2 Vehicle Development and Production Readiness Rivian confirmed that R2 development remains on schedule, with manufacturing validation builds to begin at year-end following successful design validation
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$ANET Arista Networks Inc. Earnings Call Key Highlights: (2/2) ๐ฎ Updated FY25 and FY26 Financial Outlook FY25 revenue expected to grow 26%โ27%, reaching ~$8.87 billion, with gross margin guidance at 64% and operating margin at 48%. FY26 outlook projects 20% revenue growth to
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$ANET Arista Networks Inc. Earnings Call Key Highlights: (1/2) ๐ Record Q3 Revenue and Continued Growth Streak Arista delivered its 19th consecutive record quarter, with Q3 2025 revenue reaching $2.31 billion, up 27.5% year-over-year, driven by strong product demand across AI,
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$AMD Advanced Micro Devices, Inc. Earnings Call Key Highlights: (2/2) ๐งฉ Embedded Segment Developments Embedded segment revenue declined 8% YoY to $857 million but rose 4% sequentially as demand improved in test, aerospace/defense, industrial, and healthcare markets. AMD
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