Yieldfield

🔥 Portfolio Update: Still all-in on $KEEL + $INTC $KEEL ripping today — up double digits (around +11-12%) and I’m loving every bit of it. Still holding both names strong. I’m extremely bullish on the long-term thesis for each: $KEEL → pure-play digital + energy infrastructure for AI/HPC demand $INTC → temporary pain, but the comeback story is still very much intact. I believe Intel will bounce back hard. Not selling. Not shaken. Just accumulating conviction. If you’re also holding $KEEL or $INTC (or both), drop a 🔥 or 💎 below and follow me. I’ll keep posting real-time updates, thesis refreshes, and moves on these two. Let’s ride this together. #KEEL #INTC #StockMarket #aistocks

$IREN 🔥 's two founders just took their pay in shares they cannot touch for six years. In the new proxy filing, co-CEOs Daniel and William Roberts each received 9.1M restricted shares, vesting over four years with a two year hold after that, and no new equity grants for the CEOs through 2031. The same filing asks shareholders to approve settling the convertible hedges in shares, up to 149.9M shares through capped calls, so dilution gets offset instead of paid in cash. The stock sits at $22, down 71% from its high, and the founders locked themselves in until 2032. Thursday they report. $IREN

NeoClouds are about to bottom.🔥 There's still some downside risk in the short-term, but all of them are sitting right above price levels that are really hard to ignore. $IREN remains one of the most speculative plays, but this also means that the returns could be immense. If earnings on thursday are good, we might see the start of a huge rerating towards $100+. I personally am only investing in $NBIS and $CRWV in this sector, but $IREN is looking extremely compelling at current levels. $18-$20 is the zone you need to be watching for a reversal. Don't say I didn't warn you.

🔥 The Intel situation is pure chaos right now $INTC Friday: -28.6% (worst single day since 1974) Monday: another -8.8% → closed at $59.97 Down ~57% from the highs in just a few months. Hundreds of billions in market cap gone. But here’s the wild part… Even after this absolute bloodbath, the stock is STILL up ~60% year-to-date. Holders — don’t panic. This is exactly how generational opportunities are born. Fear is loud. Fundamentals and long-term upside are quiet. I’m still bullish on the long-term Intel story. Follow me for real-time updates, levels, and my take as this plays out 👇 Are you adding, holding, or stepping aside? Drop it below. #INTC #Intel #Semiconductors #BuyTheDip

🔥Congratulations to those with "diamond hands." If you had invested $10,000 in Intel 26 years ago, you would be left with $9,860.54 today. $INTC The very same $INTC that both Nancy Pelosi and the Trump administration invested in.

📌 $INTC: Has the Market Overreacted? Last Friday, Intel crashed nearly 29%. Yesterday, it broke below the $60 level. No doubt, the selloff has been brutal. But I’m looking beyond the short-term panic. Intel still has a major role to play in America's semiconductor industry, and its manufacturing capabilities could become increasingly important as the global chip race intensifies. The turnaround won't happen overnight. But I believe the long-term opportunity is worth watching. Fear is driving the price today. The real question is what Intel could become tomorrow. I'm keeping $INTC on my radar. Who else is watching this turnaround? Follow me for updates on my personal portfolio, latest trades, and what's coming next. #INTC #Intel #Semiconductors #AI

$INTC HOLDING UPDATE 🔥🔥 Despite last week’s pullback, I’m still bullish on Intel. Short-term weakness doesn’t change my long-term outlook. I’m staying focused on what comes next. 📈 If you’re watching or holding $INTC too, follow me for the latest updates and my ongoing position updates! Who else is holding? 👀 #INTC #Intel #Stocks #Investing

$INTC – key chart after the crash. MOAT trendline forming. -30% post weak Q4 guidance, now holding 60–65 support. Higher lows starting. Bounce time?? Either bounce or wait and see. Follow me for ongoing updates on $INTC.

$KEEL — ANOTHER STEP FORWARD IN SHARON!🔥 Two Pennsylvania DEP wastewater planning records are now officially ISSUED: ✅ M6-26-090 ✅ M6-26-091 Small regulatory milestones, but important pieces of the development process. 🏗️ 110 MW AI data center project ⚡ 110 MW secured power capacity 🤝 Advancing toward AI infrastructure development My take: The small steps matter. Every milestone brings Sharon closer to becoming a major AI infrastructure asset. I'm bullish on $KEEL. Execution is what matters next. 🚀 #KEEL #AI #DataCenters

📌 $INTC fell hard yesterday, but I remain firmly constructive on its long-term potential. Here’s why, based on the actual numbers: • Data Center & AI revenue grew 78% YoY to $7.3 billion in Q3 — the strongest growth driver and still supply-constrained • Overall revenue rose 21% to $16.5 billion, with adjusted EPS beating expectations • 18A yields continue to improve and costs are declining meaningfully • 14A is progressing on schedule, and advanced packaging (EMIB) is drawing real customer interest • Server CPU demand remains robust into 2027 The sharp drop was driven by weaker near-term PC guidance and a temporary fab disruption — not a breakdown in the core growth story. I’m holding my position with conviction and will continue tracking the execution on process technology, capacity, and foundry wins. If you’re an $INTC shareholder focused on the multi-year thesis rather than daily noise, follow me. I’ll share clear updates and analysis here. Still holding? Let me know below.#INTC

I hold a position in $INTC.🔥 Cost basis: $85; total holdings: 4,000 shares. The stock has plummeted nearly 30% today, triggering panic selling among many investors. However, I’ve decided not to sell—in fact, I’m even considering adding to my position. The reasons are simple: 1. The earnings report itself isn’t bad; the market has overreacted to the somewhat weak guidance. 2. Signs that the semiconductor cycle has reached its bottom are becoming increasingly clear. 3. The valuation has returned to a relatively reasonable range. I can withstand short-term volatility, and the long-term investment thesis remains intact. If you also hold $INTC, feel free to follow me for further updates. #INTC

$NBIS – key chart in AI infra right now.🔥 MOAT trendline crystal clear. Sharp pullback, now holding 155–160 support. Higher lows forming. Bottoming time?? Bounce!Earnings Nov 12. Either bounce or wait and see.

$KEEL — Down 4.94%. I’m not backing down, though; I remain bullish. I currently hold a total of 50,000 shares. CEO Ben Gagnon hit the nail on the head: "Power is the true bottleneck of our time. Whoever secures power resources and sites first holds the 'golden ticket' to the AI ​​era." The company is actively executing on this vision—construction is already underway at their Moses Lake project, they have ample liquidity, and a key earnings report is set for release on November 5th. What the AI ​​infrastructure landscape truly lacks isn't concepts, but tangible power and physical space—and $KEEL’s strategy addresses this core need precisely. Real opportunities are often hidden within such undervalued execution. If you also hold $KEEL, follow me for the latest updates.

for sharing these comments — Jim Cramer isn’t too excited about $ASTS , saying “No, we’re fighting the Fed with that,” and was even more dismissive of $IREN with “We don’t want IREN.”As we all know, when Cramer talks, the market often does the opposite. So holders of these two stocks might be quietly celebrating right now.Keeping an eye on them — here’s hoping the reverse magic works! 🚀Haha, the classic Inverse Cramer indicator strikes again!Thanks to@StockSavvyShay