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@HedgeMind Avatar @HedgeMind HedgeMind

Hedge funds are increasing their stakes in various tech stocks, with companies like $ORCL, $META, and $AMZN seeing significant investment. Some notable stocks that have gained attention from hedge funds include $CRWV, $RDDT, and $RKLB, which are attracting strong net institutional inflows. Additionally, certain "dotcom survivors" like $CIEN and $GLW are emerging as AI-age winners.

Engagements: XXXXXX #

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Social Influence

Social category influence stocks #4876 finance XXXXX% technology brands XXXXX% social networks XXXX% cryptocurrencies XXXX% vc firms XXXX% fashion brands XXXX%

Social topic influence at least #570, stocks #930, $100k #241, point72 #1, q2 #25, $app #2, $244m 5.26%, cash flow 5.26%, flow 5.26%, $1m XXXX%

Top accounts mentioned or mentioned by @davel452 @yahoofinance @stockstormx @observationdesk @notjanetyellen7 @bkoxs_unicca @financeintelhub @breakerznshit @opu61659893 @petrikhammar @william_r2rclub @chitwn_guy @chigrl @paxtrader777

Top assets mentioned Applovin Corporation (APP) GitLab Inc. Class A Common Stock (GTLB) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) UiPath, Inc. (PATH) Rocket Lab USA, Inc. Common Stock (RKLB) Rubrik, Inc. (RBRK) NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Toast, Inc. (TOST) Warner Bros Discovery, Inc. (WBD) Zscaler Inc (ZS) Natera, Inc. Common Stock (NTRA) Asana, Inc. Class A Common Stock (ASAN) Pure Storage, Inc. (PSTG) Marvell Technology Inc (MRVL) Snowflake, Inc. (SNOW) Klaviyo, Inc. (KVYO)

Top Social Posts

Top posts by engagements in the last XX hours

"3 best performing hedge funds in the 2023 based on our estimate: Strategy Capital: up XX% Keywise Capital: up XX% Crosslink Capital: up XX% Finished the year in the top XX performers: Alex Sacerodte's Whale Rock Capital: up XX% Brad Gerstner's Altimeter Capital: up XX% According to Yahoo finance data $QQQ +53.79% $SPY +24.29%"
X Link 2023-12-30T00:36Z 75.7K followers, 63.5K engagements

"Some of the smartest investors with front-row seats in AI innovation public & private share their best insights here. Investors: Chase Coleman Tiger Global Brad Gerstner Altimeter Andrew Homan Maverick Josh Wolfe Lux Stocks and Startups mentioned NVDA OpenAI vs Anthropic MSFT META vs GOOGL Anduril $50B IPO potential AI Layer Cake AI Bubble XX minutes worth every second 👇🏼"
X Link 2025-10-20T18:47Z 75.7K followers, 33.1K engagements

"$TOST Q3 2025 earnings results: Total locations: 156K (23% y/y) Gross Payment Volume (GPV): $51.5B (24% y/y) Total revs: $1.633B (25% y/y) - Subscription revs: $244M (29% y/y) - Financial technology solutions revs: $1.345B (26% y/y) Gross profit: $432M (34% y/y) Net income: $105M (87% y/y)"
X Link 2025-11-05T04:44Z 75.7K followers, 8485 engagements

"$APP Q3 2025 earnings results: Total revenue: $1.405B (68% y/y) +11.6% q/q Advertising revs: $M (%y/y) Apps revs: $M (% y/y) Net income: $836M (92% y/y) Free cash flow: $1.05B (% y/y) Q4 2025 Outlook: Expect total revs to be at least $1.57B AppLovin repurchased 1.3M shares at avg. $XXX per share during the quarter"
X Link 2025-11-05T21:25Z 75.7K followers, 9254 engagements

"$ZS Q1 FY26 earnings results: Total revenue: $788M (26% y/y) Annual Recurring Revenue ("ARR"): $3.2B (26% y/y) Gross profit: $603M (24% y/y) Gross margin: XXXX% Customers w/ $100K+ ARR: 3754 (19% y/y) Customers w/ $1M+ ARR: XXX (20% y/y) Q2 FY26 Outlook: Expect total revs to be at least $797M (23% y/y) Earnings Presentation:"
X Link 2025-11-25T21:57Z 75.7K followers, 6779 engagements

"$NTRA Stanley Druckenmiller Still Holds His #1 Position Stanley Druckenmiller bought back a portion of the shares he sold earlier this year reinforcing his ongoing conviction in $NTRA. It remains his largest holding representing XX% of his portfolio a true high-conviction position. For individual investors $NTRA is a strong example of how following a top hedge funds conviction can help identify and stay with big winners over time.👇🏼🔥 #CopilotInvesting"
X Link 2025-11-25T22:17Z 75.6K followers, 8923 engagements

"Several growth stocks to report earnings this afternoon: $CRWD $GTLB $OKTA $ASAN $PSTG $MRVL We'll share our HM insight for some after their earnings report"
X Link 2025-12-02T21:14Z 75.7K followers, 4483 engagements

"$GTLB Q3 FY26 earnings results: Total revenue: $244.4M (25% y/y) Subscription revs: $223M (27% y/y) License revs: $21M (0% y/y) Gross profit: $212M (22% y/y) Gross margin: XX% Customers w/ $5K+ ARR: 10475 (10% y/y) Customers w/ $100K+ ARR: 1405 (23% y/y) Q4 FY26 Outlook: Expect total revs to be at least $251M (19% y/y)"
X Link 2025-12-02T23:57Z 75.7K followers, 4481 engagements

"$OKTA Q3 FY26 earnings results: Total revenue: $742M (12% y/y) Subscription revs: $724M (11% y/y) Professional services revs: $18M (29% y/y) Gross profit: $572M (13% y/y) Gross margin: XX% Net income: $43M Customers With $100K+ ACV: 5030 ( XX% y/y) Q4 FY26 Outlook: Expect total revs to be at least $748M (10% y/y) A low growth stock now. Earnings Presentation:"
X Link 2025-12-03T00:32Z 75.7K followers, 4589 engagements

"$SNOW Q3 FY26 earnings results: Total revenue: $1.21B (29% y/y) Product revs: $1.16B (29% y/y) Professional services revs: $54M (0% y/y) Gross profit: $822M (32% y/y) Gross margin: XX% Total customers: 12621 (20% y/y) Customers w/ $1M+ TTM product revs: XXX (29% y/y) Q4 FY26 Outlook: Expect product revs to be at least $1.2B (27% y/y) Earnings Presentation:"
X Link 2025-12-03T21:23Z 75.6K followers, 13.9K engagements

"$PATH Steve Cohen Was the Top New Buyer in Q3 Steve Cohens Point72 loaded up 2.46M shares of $PATH during Q3 when the stock was trading around $XX. After todays earnings beat $PATH jumped to as high as $XX in after-hours trading. If the move holds Point72 is looking at a XX% gain on this new position by tomorrow. A win is a win Learn how other hedge funds did:"
X Link 2025-12-04T00:35Z 75.7K followers, 12.8K engagements

"$RBRK Q2 FY26 earnings results: Total revenue: $309.9M up XX% y/y - Subscription revs: $297M up XX% y/y Gross margin was XXXX% Customers w/ Subscription $100K+ ARR up XX% y/y to 2505 Expect Q3 FY26 revs to be at least $319M up XX% y/y Hype growth remains steady. Investor Presentation:"
X Link 2025-09-10T19:45Z 75.7K followers, 18.7K engagements

"$KVYO Q3 2025 earnings results: Revenue: $311M (32% y/y) Gross profit: $234.7M Gross margin: XX% Free cash flow: $47.1M Total customers: 183K (17% y/y) - Customers with $50K+ ARR: 3563 (36% y/y) Q4 2025 Outlook: Expect Revenue to be at least $331M (23% y/y) Earnings Presentation:"
X Link 2025-11-06T00:37Z 75.7K followers, 11.2K engagements

"High-Growth Tech Stocks (30%+ revs growth y/y) Quarterly revenue growth as of 25Q3: Ticker Revs Growth (y/y) $NBIS XXX% $CRWV XXX% $ALAB XXX% $HOOD XXX% $CWAN XX% $APP XX% $RDDT XX% $SOUN XX% $UPST XX% $NVDA XX% $PLTR XX% $LITE XX% $BE XX% $CVNA XX% $APH XX% $DLO XX% $RBLX XX% $RKLB XX% $SITM XX% $PTC XX% $CYBR XX% $DUOL XX% $MELI XX% $SE XX% $FIG XX% $SOFI XX% $AMD XX% $ARM XX% $AFRM XX% $PAY XX% $UI XX% $COHU XX% $ALKT XX% $KVYO XX% $SHOP XX% $AMBA XX% $TSM XX% Some growth stocks $MRVL $MU $IOT $CRD $RBRK $SNOW are yet to report Q3 earnings results 📊 Tracking high-growth leaders helps"
X Link 2025-11-29T01:21Z 75.7K followers, 53.3K engagements

"$NVDA High-Conviction Buyers at $175$185 🚀 Who among top hedge funds arent afraid to buy $NVDA at current price levels ➣David Tepper (Appaloosa) raised his stake to 1.9M shares making $NVDA his 4th largest holding. ➣Steve Cohen (Point72) lifted his stake to 7.24M shares now his #1 stock. ➣Dan Loeb (Third Point) increased his position to 2.85M shares his 4th largest holding. All three are high-conviction buyers who added more shares around the $XXX average in Q3 showing that price matters less when conviction runs high. 💡 Our core belief: You dont need to predict the market you just need to"
X Link 2025-11-29T21:58Z 75.7K followers, 59.8K engagements

"$CRDO Q3 2025 (Q2 FY26) earnings results: Total revenue: $268M (272% y/y) +20.2% q/q Gross Booking Value (GBV): $B (%y/y) Nights & Experience Booked: $M (% y/y) Gross profit: $181M (298% y/y) Gross margin: XXXX% Net income: $82.6M Another quarter of outstanding revs growth Q4 2025 (Q3 FY26) Outlook: Expect total revs to be at least $335M (148% y/y) $CRDO rose 10%+ to a record high of $XXXXX today"
X Link 2025-12-02T20:49Z 75.7K followers, 6797 engagements

"$CRWD Q3 FY26 earnings results: Total revenue: $1.23B (22% y/y) Subscription revs: $1.17B (21% y/y) Professional services revs: $65.5M (38% y/y) ARR: $4.92B (23% y/y) Gross profit: $926M (23% y/y) Gross margin: XX% Q4 FY26 Outlook: Expect total revs to be at least $1.29B (22% y/y) Steady growth ahead Earnings Presentation:"
X Link 2025-12-02T21:46Z 75.7K followers, 7470 engagements

"$PATH Q3 FY26 earnings results: Total revenue: $411M (16% y/y) Subscription revs: $248M (20% y/y) Licenses revs: $150M (9% y/y) ARR: $1.782B (11% y/y) Gross profit: $342M (18% y/y) Gross margin: XX% Net income: $199M Q4 XX Outlook: Expect total revs to be at least $462M (10% y/y)"
X Link 2025-12-03T21:36Z 75.7K followers, 4678 engagements

"$TTAN Q3 FY26 earnings results: Total revenue: $249.2M (25% y/y) Platform revenue: $239.6M (25% y/y) Professional services and other: $9.6M (19% y/y) Gross profit: $176.3M (36% y/y) Gross margin: XX% Q4 FY26 Outlook: Expect total revs to be at least $244M (16.7% y/y) Earnings Presentation:"
X Link 2025-12-04T23:22Z 75.7K followers, 3764 engagements

"$IOT Q3 FY26 earnings results: Total revenue: $416M (29% y/y) Gross profit: $319M (30% y/y) Gross margin: XX% Customers w/ $100K+ ARR: 2990 (36% y/y) Q4 FY26 Outlook: Expect total revenue to be at least $421M (22% y/y) Earnings Presentation:"
X Link 2025-12-04T23:42Z 75.7K followers, 3955 engagements

"$RBRK Top Hedge Funds Turn Bullish Several top-performing HM500 hedge funds became significant buyers of $RBRK in Q3. Notable new or increased buyers include: ➣Zach Schreiber PointState Capital (Druckenmiller seeded the fund) ➣Steve Cohen Point72 ➣Gavin Baker Atreides $RBRK surged 16%+ to $XX in after hour trading landing right in the middle of the $74$98 range where top hedge funds established their positions. 📊 A notable alignment of hedge fund conviction and price action. Learn more:"
X Link 2025-12-05T00:19Z 75.7K followers, 8314 engagements

"$CFLT Steve Cohens Point72 Just Cannot Be Wrong As we highlighted back in June Point72 accumulated more than X% ownership of $CFLT a bold high-conviction bet. Today we know why. IBM announced it is acquiring Confluent in an $11B deal instantly validating Point72s aggressive positioning. Now its clear why the fund loaded up when it did. Sometimes the biggest opportunities are right in plain sight"
X Link 2025-12-09T04:33Z 75.7K followers, 15.9K engagements

"$APP just closed a new all-time high. Institutional ownership jumped +21% in Q3.🔥 You dont see conviction like that very often"
X Link 2025-12-09T23:43Z 75.7K followers, 8640 engagements