Author
@LongYield LongYield
grade Bx.com/LongYield ↗
Long-only fundamental analyst framing megacap tech through an AI-infrastructure capital-cycle lens
Publishes balanced, reasoning-heavy earnings breakdowns and
trader score
+1.48
hit rate
60%
mean α
+1.51%
signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +1.51% mean alpha, trader score +1.48. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 2 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PLTR | @LongYield | -0.75 | DCF framework argues Palantir remains substantially overvalued even under strong growth assumptions. | — | tweet ↗ |
| 2026-08-23 | ACHR | @LongYield | -0.10 | Archer plans to acquire Boeing's Wisk, Insitu, and SkyGrid, with Boeing receiving about 20%. | -8.7% | tweet ↗ |
| 2026-08-23 | BA | @LongYield | +0.10 | Archer plans to acquire Boeing's Wisk, Insitu, and SkyGrid, with Boeing receiving about 20%. | -2.0% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.