Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@DavidDiranko (Monday Monitor) - $WAWI.OL, $AFM.V, $SIGA, $SOIL.TO, $HRTG
@CDNValueInvestr - $AUUA.V (quick overview)
@stpioc - $HIMS (overview)
@thexcapitalist - $PGY
@AskeladdenTX - $CRMT
VIC
fund letters
and more... https://t.co/IR7BE1ntAE
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Yellowbrick Investing
RT @WinstonV99: @TinFormer_News The below write-up has a very compelling argument.

Disclosure: I bought calls after reading it today. (It was referenced by @joinyellowbrick ) https://t.co/vUpfHBJVhp
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AkhenOsiris
VRT trying hard to give us a "we are so back" moment
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Investing visuals
🚨 $TSLA Q3 2025 Earnings

• Revenue: $28.10B est. $26.36B
• Adj. EPS: $0.50 est. $0.54
• Gross Margin: 18% est. 17.2%
• Operating Income: $1.62B est. $1.65B https://t.co/SlkjhucwIR
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX Q1 2026 Report 🗓️

✅ REV: $5.32B (+2% YoY)
✅ EPS: $1.26 (+45% YoY)

⬆️ Forward Guidance https://t.co/zjsghsZ3kI

10. Lam Research $LRCX (Wed PM)

🗓️ REV Est: $5.23B (+25%)
🗓️ EPS Est: $1.22 (+42%)

💵 NTM P/E: 31x
💵 NTM FCF Yield: 3.16%

Services represent ~38% of $LRCX total revenue https://t.co/S4HFeFiAWg - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$TSLA Tesla Q3 FY25:

• Revenue +12% Y/Y to $28.1B ($1.4B beat).
• Gross margin 18% (-2pp Y/Y).
• Operating margin 6% (-5pp Y/Y).
• Capex -36% Y/Y to $2.2B.
• Free cash flow +46% Y/Y to $4.0B.
• Non-GAAP EPS $0.50 ($0.06 miss). https://t.co/Uur9uYLc25
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