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LongYield

@LongYield

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Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives ๐ŸŒโœŒ๏ธ | Tips welcomed on my Patreon or @longyield on paypal

Miami, FL
Joined June 2022
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@RepThomasMassie
Thomas Massie
3 hours
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.
@Acyn
Acyn
10 hours
Trump: Grocery prices are way down
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@LongYield
LongYield
4 hours
๐Ÿ‘€
@TuckerCarlson
Tucker Carlson
4 hours
If Lindsey Graham gets reelected to theย US Senate, thereโ€™s no reason to have a Republican Party. Hereโ€™s how to stop it. (0:00) Monologue (45:23) Why Paul Dans Decided to Run Against Lindsey Graham (1:00:01) How Globalism Destroyed the United States (1:05:45) Republicans Secretly
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@LongYield
LongYield
5 hours
$QCOM QUALCOMM Incorporated Earnings Call Key Highlights: ๐Ÿ“ˆ 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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@LongYield
LongYield
5 hours
$BROS Dutch Bros Inc. Earnings Call Key Highlights: ๐Ÿ“Š 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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@LongYield
LongYield
5 hours
$DUOL Duolingo, Inc. Earnings Call Key Highlights: ๐Ÿ“ˆ 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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@LongYield
LongYield
5 hours
$SNAP Snap Inc. Earnings Call Key Highlights: (1/2) ๐Ÿ“ฑ 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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@LongYield
LongYield
5 hours
$HOOD Robinhood Markets, Inc. Earnings Call Key Highlights: (2/2) ๐Ÿ›๏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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@LongYield
LongYield
5 hours
$HOOD Robinhood Markets, Inc. Earnings Call Key Highlights: (1/2) ๐Ÿ“ˆ 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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@RepThomasMassie
Thomas Massie
12 hours
To avoid a repeat of last nightโ€™s 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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@LongYield
LongYield
15 hours
https://t.co/Azfd6rSMrs via @LinkedIn ๐Ÿ“ˆ 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 whatโ€™s next for #Shopify. Read now & stay ahead in the evolving
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linkedin.com
Overview Shopify Inc. (NASDAQ/TSX: SHOP) operates one of the worldโ€™s largest commerce platforms.
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@LongYield
LongYield
16 hours
$U Unity Software โ€“ Earnings Release ๐ŸŽฎ Steady Revenue Growth ๐Ÿ“Š Q3 revenue reached $471M, up 5% YoY ๐Ÿงฑ Create Solutions revenue: $152M (+3% YoY) ๐Ÿš€ Grow Solutions revenue: $318M (+6% YoY), driven by Unity Ad Network and Vector AI ๐Ÿ“‰ Net Loss Narrows Slightly ๐Ÿ’ธ GAAP net
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@LongYield
LongYield
16 hours
$SEDG SolarEdge Technologies โ€“ Earnings Release ๐Ÿ”‹ Revenue Rebound ๐Ÿ“ˆ Q3 revenue was $340.2M, up 18% QoQ and 45% YoY ๐Ÿ“ฆ Product revenue included 92.7K inverters, 2.95M optimizers, and 230 MWh of PV batteries recognized ๐Ÿ’ฐ Improving Margins ๐Ÿงฎ GAAP gross margin improved to
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@RyanMattaMedia
RyanMatta ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿฆ…
1 day
Candace Owens just called out Kash Patel and claimed heโ€™s covering up the fact that there were 12 Israeli purchased cell phones on the โ€œUVU campusโ€ the day Charlie Kirk was assassinated.
@RyanMattaMedia
RyanMatta ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿฆ…
1 day
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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@LongYield
LongYield
1 day
$ALAB Astera Labs, Inc. Earnings Call Key Highlights: (2/2) ๐Ÿš€ Strengthened Scale-Up Position with Xscale Photonics Acquisition Astera announced a definitive agreement to acquire Xscale Photonics, a provider of advanced fiber chip coupling technology critical for future optical
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@LongYield
LongYield
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$ALAB Astera Labs, Inc. Earnings Call Key Highlights: (1/2) ๐Ÿ“ˆ 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 familiesโ€”Scorpio, Aries, and Taurus. Aries PCIe 6
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@LongYield
LongYield
1 day
$RIVN Rivian Automotive, Inc. Earnings Call Key Highlights: (2/2)๐Ÿ“ฆ Rising Software & Services Revenue via VW JV Software & Services segment generated $416 million in revenue and $154 million in gross profit in Q3, half of which came from the Volkswagen joint venture.
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@LongYield
LongYield
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$RIVN Rivian Automotive, Inc. Earnings Call Key Highlights: (1/2) ๐Ÿš— 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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@LongYield
LongYield
1 day
$ANET Arista Networks Inc. Earnings Call Key Highlights: (2/2) ๐Ÿ”ฎ Updated FY25 and FY26 Financial Outlook FY25 revenue expected to grow 26%โ€“27%, 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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@LongYield
LongYield
1 day
$ANET Arista Networks Inc. Earnings Call Key Highlights: (1/2) ๐Ÿ“ˆ 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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@LongYield
LongYield
1 day
$AMD Advanced Micro Devices, Inc. Earnings Call Key Highlights: (2/2) ๐Ÿงฉ 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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