Vlad

i like quality, growth and value investing
no AI slop
not financial advice, do your own research

[Vlad @theyieldrebel]

@slava_invests No reaction whatsoever

[Vlad @theyieldrebel]

@WealthCoachMak $TSM reported but not enough to turn green

[Vlad @theyieldrebel]

@Mapago9 When $QQQ drops 20%

[Vlad @theyieldrebel]

@DiligentPlane @JensenHuang Nothing can save us.

[Vlad @theyieldrebel]

@Trade_The_News Not enough to turn green in overnight trading. $TSM

[Vlad @theyieldrebel]

@unusual_whales Red in overnight trading. Is it going to turn green?

[Vlad @theyieldrebel]

The Sept PPI report drops tomorrow at 8:30 AM ET. Headline PPI is expected to rise 0.6% MoM due to energy costs. Core PPI is projected up 0.3% MoM. Following yesterday's hot 3.7% CPI print, sticky wholesale data poses upside risks to PCE and locks in Fed rate hike expectations.

[Vlad @theyieldrebel]

@ZeekTyt Not so quick

[Vlad @theyieldrebel]

@CNBC Double beat but still not enough to turn green in overnight trading.

[Vlad @theyieldrebel]

@TradexWhisperer Is $TSM a buy at $420?

[Vlad @theyieldrebel]

@gurgavin Not enough to please the market.

[Vlad @theyieldrebel]

@Kalshi_Finance Still negative in overnight trading.

[Vlad @theyieldrebel]

@WOLF_Financial Great results.

[Vlad @theyieldrebel]

$TSM Q3 2026 earnings beat forecasts:
• Net Profit: NT$763B (~$23.6B), +69% YoY
• EPS: $4.60 (vs $4.45 est)
• Revenue: $46.72B, +51% YoY
its 6th straight quarter of record profit. 3nm & high-performance computing made up 79% of wafer revenue.
Q4 guidance raised over estimates.

[Vlad @theyieldrebel]

@InvestingVisual Fantastic company.

[Vlad @theyieldrebel]

@USronaldcarter Make more money

[Vlad @theyieldrebel]

$MU $DRAM $SKHY keep dipping

[Elon Musk @elonmusk]

China will be making a LOT of RAM in 2028

[Vlad @theyieldrebel]

@WOLF_Financial Is anything worth buying? Maybe $NBIS ?

[Vlad @theyieldrebel]

@FindleysFinance Best of luck @FindleysFinance, it's also one of my largest

[Vlad @theyieldrebel]

@MFT_Get_Funded They overthink