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Quantum Yields
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precision strategies. exceptional returns.
perceptiveinvestor1024@gmail.com
https://x.com/QuantumYieldz
20-Aug-2026
CoreWeave (CRWV): The Backlog Is $103.7 Billion. The Debt Is $35.5 Billion. Which Wins First?
12-Aug-2026
AST Space Mobile (ASTS): The Qualifier Trying to Go Deep into the Main Draw
07-Aug-2026
Symbotic (SYM): I Read the Filings, and I’m Taking It Off the List
30-Jul-2026
Monolithic Power (MPWR) Revisited: A Follow-Up to My November 2024 Note
29-Jul-2026
Bloom Energy: The Number I Was Watching
16-Jul-2026
Bloom Energy – The AI Infrastructure Play
11-Mar-2025
KKR Re-visited: What does the recent capital raise and equity dilution mean for shareholders?
06-Feb-2025
Alternative Asset Investment Opportunities – A Closer Look at KKR
21-Jan-2025
Thoughts on Portfolio and Risk Management and Returns
03-Dec-2024
TPL – A low-risk, no debt, cash rich, oil & gas play
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