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| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 444 | Subscribers | Read | longyield.substack.com |
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ExxonMobil pumped 4.6 million barrels a day, returned $9.2 billion to shareholders, and doubled its Pioneer synergy target
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Revenue up 251%. Gross margins at 78%. Net income of $3.6 billion in a single quarter from a company that didn't exist as a public entity 15 months ago.
Amazon, Google, Microsoft, and Meta are deploying more capital in 2026 than the entire defense budgets. Here is what they are actually building, why they believe it will pay back, and what the res
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