Don Dividendo @YieldYielder

I follow my heart — it craves freedom, fat returns, and first-class boarding. And it wants company, so you can follow us too. Joined February 2024

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Don Dividendo @YieldYielder

a week ago

That didn’t take long — $POET just secured its first production order worth over $500K for its optical engines, with shipments set to begin in early 2026.

Don Dividendo @YieldYielder

a week ago

That didn’t take long — $POET just secured its first production order worth over $500K for its optical engines, with shipments set to begin in early 2026.

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$POET is not following the trend — it’s building the foundation that enables it. In a world where AI drives exponential data growth, Poet Technologies delivers a breakthrough: modular optical integration that reduces costs, accelerates bandwidth, and dramatically cuts energy…

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Don Dividendo @YieldYielder

2 weeks ago

China’s SAMR just opened an antitrust probe into $NVDA 2020 Mellanox deal—and markets flinched. But this isn’t really about a five-year-old acquisition; it’s industrial policy dressed as antitrust. Beijing’s playbook is clear: • Create regulatory uncertainty around foreign…

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Don Dividendo @YieldYielder

3 weeks ago

Charts don’t lie. $TSLA broke out. Bulls = early. Bears = loud. Target 🎯 ARK’s $2,600.

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Don Dividendo @YieldYielder

3 weeks ago

Jose Najarro Stocks @_JoseNajarro

3 weeks ago

https://t.co/0G25H94dGn

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Don Dividendo @YieldYielder

3 weeks ago

In markets, everyone stares at the shiny object — AI models spitting tokens. Few look at the plumbing. But money isn’t made where attention is. It’s made where bottlenecks are. The arteries of the AI age are not chatbots. They are the highways of data. If you don’t build faster…

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Don Dividendo @YieldYielder

4 weeks ago

Everyone is staring at GPUs, like kids chasing shiny toys, while the real bottleneck in AI is data plumbing. Credo $CRDO sells the cables and chips that let AI clusters actually talk to each other. Without fast and cheap interconnects, your trillion-parameter model is a useless…

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Don Dividendo @YieldYielder

4 weeks ago

US jobs data just dropped: Unemployment 4.3% ➡️ heading 4.5%. NFP at 22K (ouch). Market reaction? $SPX 🚀 to ATH, yields diving like Iron Man in free fall. Fed cuts in Sept = basically locked. Weak labor, strong markets. Who’s really in control here?

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Don Dividendo @YieldYielder

4 weeks ago

The rise of AI agents marks the beginning of a new era in data generation. Unlike human-driven activity, where data creation is limited by time and attention, AI agents operate continuously, generating, analyzing, and exchanging massive volumes of information at machine speed.…

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Don Dividendo @YieldYielder

2 months ago

$LLY just gave a masterclass in capitalism. Raise UK prices on Mounjaro 40–170% — from £92–£122 to £133–£330 per pen — not because costs went up, but because the US President told drugmakers to make foreigners pay more so Americans can pay less.

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Don Dividendo @YieldYielder

2 months ago

So Lilly $LLY drops 14% in one day. Why? Because their weight-loss pill — a once-daily oral GLP-1 — delivered 12.4% weight loss instead of 13.8% like Novo’s $NVO pill. That’s it. That’s the scandal. Not because the trial failed. Not because people didn’t lose weight. Just... not…

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Don Dividendo @YieldYielder

2 months ago

Looks like $AMD just took a 6% dive after hours following its Q2 earnings report. Revenue was close to expected at $7.68B versus $7.7B, but the Data Center segment brought in only $3.2B, missing the consensus of $3.3B. For Q3, revenue forecasts are slightly above both consensus…

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Don Dividendo @YieldYielder

2 months ago

🟢 Palantir $PLTR just dropped a quarter that doesn’t whisper strength — it screams inevitability. Commercial revenue in the U.S. up 93% YoY. Government up 53%. Both handily beat expectations. This isn’t a growth story. It’s a dominance story. They’re not selling hype. They’re…

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Don Dividendo @YieldYielder

2 months ago

Trump’s pharma tariff plan might be the best thing that’s happened to $LLY in years. Let’s be blunt. When you slap a 250% tariff on imported drugs, you're not fixing the global system — you're rigging the game in favor of whoever already builds their drugs at home. Guess who?…

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Don Dividendo @YieldYielder

2 months ago

Electronic Arts $EA is gearing up for a major showdown in the gaming world with the highly anticipated Battlefield 6. At a recent high-profile event, EA unveiled the multiplayer mode, drawing an audience of approximately 200 top content creators and influencers. This event was…

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Don Dividendo @YieldYielder

2 months ago

$META just walked into earnings season like it owned the room – dropped a beat & raise so clean you could hear jaws hit the floor. These numbers aren’t subtle: AI isn’t coming, it’s already here and running the show. Look at this: +5% ad conversions on Instagram +3% on…

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Don Dividendo @YieldYielder

2 months ago

Microsoft $MSFT just hit pause on its DIY chip ego trip and doubled down on Marvell’s Maia300. We’re talking 2nm, HBM4, serious horsepower—factory locked and loaded for Q4 2026. Forecast? 300–400K units this year, then a cool 1.5M in ’27. That’s $12B if you’re counting.…

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Don Dividendo @YieldYielder

2 months ago

Novo Nordisk issued a profit warning, cutting its 2025 sales and operating profit outlook. Weaker-than-expected Wegovy penetration in the cash-pay channel. NVO shares dropped -15% on the news.