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LongYield
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LongYield
@LongYield
Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives 🌍✌️ | Tips welcomed on my Patreon or @longyield on paypal
Miami, FL Katılım Haziran 2022
1.3K Takip Edilen4.4K Takipçiler
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A vote for Gallrein is a vote for Jeffrey Epstein!
Shawn Ryan@ShawnRyan762
Massie: $5.5M raised. Average donor gave $100. His opposition: $32 million. Three billionaires, Secretary Hegseth on the ground, four presidential attacks in one day, all to silence the guy fighting for the Epstein files. Trump calls elections rigged. Look in the mirror. Go Massie.
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It’s Election Day, KY!
I promise to continue representing the true conservative Kentucky values I’ve upheld since day one — but I can’t do it without your vote.
If you haven’t voted, make your voice heard. Find your polling place and times: thomasmassie.com/vote

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America has 160 million workers.
The labor market looks healthy by headline numbers.
But the household math says something very different:
• 42% of households cannot afford the basics
• 49% of renters are cost-burdened
• Childcare for two kids averages $28K/year
• Credit card debt has crossed $1.2T
• Nearly half of workers earn under $40K
The U.S. does not have one labor market.
It has three:
The comfortable.
The squeezed.
And the workers whose wages simply do not cover the cost of living.
New LongYield deep dive:
Who Works in America — And Who Can Actually Afford to Live Here
substacktools.com/sharex/HAopd8H-
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Applied Materials is becoming a broader proxy for the physical complexity of AI compute.
As chips move toward GAA transistors, HBM4, advanced packaging, and High-NA EUV-adjacent process control, the value shifts toward materials engineering.
That is exactly where $AMAT is strongest.
LongYield deep dive:
substacktools.com/sharex/9n6ZM4gL
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James Fishback SHOULD NOT be at 35%
Political Polls@PpollingNumbers
New - Governor Poll - Florida 🔴 Donalds 46% 🔴 Fishback 35% Public institute #C - LV - 5/14
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The AI infrastructure trade broadened this week.
Cisco raised its AI order forecast from $5B to $9B.
Applied Materials posted record revenue and guided to another record quarter.
The S&P 500 crossed 7,500.
But inflation, geopolitics, and valuation discipline are still flashing yellow.
LongYield’s Weekly Earnings Recap breaks down the week that was — and why Nvidia now becomes the market’s most important earnings call.
AI Orders, Record Highs, and a Diplomatic Letdown
substacktools.com/sharex/SgKMlH8f
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Pro-Israel groups are spending big to sink Thomas Massie in the most expensive House primary in history dlvr.it/TSZsXh
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Thomas Massie says he has the entire Israeli establishment panicking as AIPAC reportedly dumps another emergency $3 million into the race to save his opponent.
Massie says the deployment of Pete Hegseth is a desperate move and claims President Trump is “losing sleep” over the race.
“They’re panicked and haven’t been able to gain a lead in this race.”
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