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@Hedgeye Avatar @Hedgeye Hedgeye

Hedgeye's CEO, Keith McCullough, emphasizes the importance of being nimble and flexible with investments, citing that assuming liquidity will always be available can be a costly mistake. He also highlights Hedgeye's unique approach to asset management, focusing on trust, accountability, and transparency. Additionally, Hedgeye's analysts are providing insights on various market trends, including the dominance of a few AI-fueled mega caps, the cannabis industry, and the impact of DRAM inventory collapse.

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Social Influence

Social category influence finance #3899 stocks #3180 cryptocurrencies #5427 countries XXXXX% technology brands XXXX%

Social topic influence $wrby #12, bank #1294, bank of #106, events #2675, bullish #63, bank of america #22, $btc 5.56%, $nbis #34, ethereum #668, ceo #860

Top accounts mentioned or mentioned by @keithmccullough @hedgeyeretail @dougkass @civisxxi @rpkent @hedgeyeindstrls @hedgeyehc @aleabitoreddit @hedgeyeretailap @hedgeyetech @hedgeyefig @hedgeyedc @hedgeyefood @hedgeyestaples @hedgeyeeevans @hedgeyegll @hedgeyecomm @hedgeyeam @kaaa99473538 @orangeman1992

Top assets mentioned Warby Parker Inc. (WRBY) Bank of America (BAC) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Ethereum (ETH) Vixco (VIX) Johnson Controls International, PLC. (JCI) Wells Fargo & Co (WFC) Chipotle Mexican Grill, Inc. (CMG) Casey's General Stores, Inc. (CASY) Carnomaly (CARR) Lennox International, Inc. (LII) FedEx Corporation (FDX) PACCAR Inc (PCAR) Rockwell Automation (ROK) Insperity, Inc (NSP) Radiant Capital (RDNT) Bloom Energy Corporation (BE) GE Vernova Inc. (GEV) Deere & Company (DE) Huntington Ingalls Industries Inc (HII) J B Hunt Transport Services Inc (JBHT) Electroneum (ETN) MGM Resorts International (MGM) Caesars Entertainment, Inc. (CZR) iShares BTC Trust (IBIT) NVIDIA Corp. (NVDA) Helen Of Troy Ltd (HELE) Microsoft Corp. (MSFT) iShares Ethereum Trust (ETHA) BlackRock Inc (BLK) Unilever plc (UL)

Top Social Posts

Top posts by engagements in the last XX hours

"BREAKING: The $VIX just closed at a 2-month low"
X Link 2025-12-05T21:19Z 212.9K followers, 7121 engagements

"This one is going on the McGough hall of fame. He first introduced his Bullish thesis on The Pitch and now the full presentation is coming tomorrow. $WRBY"
X Link 2025-12-09T01:22Z 212.9K followers, 9465 engagements

"Old Wall literally copied the Hedgeye Asset Allocation Model. We've treated Digital Assets as commodities for years. That means 1%-4%. At this point it's actually quite laughable"
X Link 2025-12-09T13:54Z 212.9K followers, 5158 engagements

"USD/JPY Rallies To Strongest Level Since February The Bank of Japan held rates at XXX% warning of lingering economic "uncertainties" linked to U.S. trade tariffs"
X Link 2025-10-30T13:19Z 212.7K followers, 4902 engagements

"Gold's Meteoric Rise Coincided With The Fed's Jackson Hole Event"
X Link 2025-11-14T16:21Z 212.7K followers, 166.9K engagements

"This Week's Events @Hedgeye Nov 17: @HedgeyeIndstrls HVAC Deep Dive: Long $CARR; $LII $JCI Nov 17: @HedgeyeTech TCEHY/700.HK Pivot from Long to Short Nov 18: @HedgeyeFIG $WFC New Long Nov 18: @HedgeyeRetail Positioning for Holiday & 1H26 Nov 18: @HedgeyeDC Spanning the Globe w/Col. Jeff McCausland Nov 20: @HedgeyeFood $CMG Activist Case Nov 20: @Hedgeye_Staples C-Store Deep Dive $CASY $MUSA Nov 21: @HedgeyeEEvans Drug Rebates Demographics & AI: The End of Health Insurance As We Know It $UNH $ELV $CNC"
X Link 2025-11-17T14:26Z 212.8K followers, 7321 engagements

"This Week's Events @Hedgeye Nov 24: @HedgeyeIndstrls Industrials Q4 Mid-Qtr Themes Update $FDX $PCAR $R $ROK $DE $HII $JBHT $NSP Nov 24: @HedgeyeHC New Long $RDNT Nov 24: @HedgeyeIndstrls Modernizing the Electrical Grid / AI Power Solutions Speaker $BE $CWR.LN $ETN $GEV $ABBNY Nov 24: @HedgeyeRetail Retail Mid-Qtr Themes Update Nov 26: @HedgeyeGLL Las Vegas Strip $MGM $CZR $WYNN $RRR $BYD"
X Link 2025-11-24T18:24Z 212.8K followers, 4940 engagements

"🚨 Our $BTC ETF Flow Tracker has been lighting up red: Earlier this year Blackrock's $IBIT was the largest single channel for institutional inflows. Now its seeing its heaviest redemption cycle with more than $2.7B out over the past five weeks. Another $113M of outflows hit yesterday. Meanwhile coin VOLUME continues to decelerate in rate of change (RoC) terms"
X Link 2025-12-05T13:49Z 212.8K followers, 9796 engagements

"Congress keeps reaching for the wrong healthcare fix. Price transparency is bipartisan economically rational and desperately needed. As the data show for the young and healthy health insurance has effectively become a tax while cash prices for common procedures are often dramatically lower than the insurer-negotiated rates. Ending the employer mandate + enforcing transparency would amount to a real wage increase for 160M Americans. Emily Evans @HedgeyeEEvans broke it down with Josh Stevenson @ifihadastick on the Brownstone Journal. 🔗"
X Link 2025-12-05T14:15Z 212.7K followers, 8258 engagements

"CALL INVITE - $WRBY 5-Year 10-Bagger That Starts In 2026 Join Hedgeye Retail analyst Brian McGough @HedgeyeRetail on Tuesday December 9th @ 12:30pm ET for a deep dive on a name Brian believes is setting up as the #1 Retail Stock to Own into 2026"
X Link 2025-12-08T18:47Z 212.9K followers, 6809 engagements

"Congrats Jensen on $NVDA going back to Bullish TRADE and TREND LOL"
X Link 2025-12-09T16:04Z 212.9K followers, 28.2K engagements

"Looking For Shorts $HELE Destroys Capital 🔊 It can be challenging and risky to find shorts in a raging bull market like the one the U.S. has had since April. But as Hedgeye Retail analyst Arianna Petillo @HedgeyeRetailAP explains in this clip from The Call @ Hedgeye following the process will lead you to the right tickers like Helen of Troy $HELE. This isnt a company that can mitigate the tariff effects very well Petillo says. They can't take up prices. They are middle of the road. And in their guide they took down guidance for the year.they specifically called out that the consumer is"
X Link 2025-10-09T22:36Z 212.9K followers, 17.4K engagements

"CALL INVITE - Adding Tactical Short $NBIS; Growing $MSFT Risk You don't want to miss this one"
X Link 2025-12-05T16:26Z 212.9K followers, 103.2K engagements

"BlackRock filed Monday to launch the iShares Ethereum Staking Trust $ETHB which would provide yield from staking to investors. If approved the trust would let investors access Ethereums yield-generating mechanism without having to stake tokens themselves. Staking is how Ethereum secures its network. When you stake $ETH you lock it up to help validate transactions and in return you earn yield. Normally investors would need to stake their own ETH run validators or rely on a third-party service. This trust would do all of that behind the scenes and simply deliver the yield back to shareholders."
X Link 2025-12-10T13:48Z 212.9K followers, 1753 engagements

"The Fed loves talking about inflation slowing. You know what they wont talk about CUMULATIVE inflation how much purchasing power youve actually lost. Hard decades looked like this: 1940s: +4.86% 1970s: +7.25% 1980s: +5.82% These are remembered as hard economically times for people trying to make ends meet. Now The 2020s are already averaging +4.27% putting this right in line with those earlier high-inflation periods. Since January 2020 prices are up 23.36%. That means your dollar is now worth only XX cents compared to the start of the pandemic. If the preferred method of addressing the"
X Link 2025-12-08T14:31Z 212.9K followers, 18.8K engagements

"This Week's Events @Hedgeye Dec 8: @Hedgeye_Staples $TMICC Spin Off from $UL Dec 9: @HedgeyeGLL Cruisers Wave Report Early Season Reads Dec 9: @HedgeyeRetail $WRBY Best Idea Long Dec 10: @HedgeyeTech Data Center Update + $NBIS New Short Dec 10: @HedgeyeGLL U.S. Online Gaming Speaker w/Yield Sec CEO Ismail Vali Dec 10: @HedgeyeDC & @HedgeyeENERGY are hosting Speaker Scott Smitson & Shift in Policy towards Latin America Dec 11: @HedgeyeFIG Outlook on Public/Private Credit Dec 11: @HedgeyeIndstrls Transports w/Craig Fuller $KNX $JBHT $SNDR $ODFL $SAIA $UPS Dec 11: @HedgeyeComm $NFLX Long; $NFLX"
X Link 2025-12-08T14:46Z 212.9K followers, 6093 engagements

"Bank of America Merrill Lynch to endorse a 1%-4% allocation to digital assets for their clients"
X Link 2025-12-09T13:43Z 212.9K followers, 10.6K engagements

"Calling BS on the Hawkish Cut Narrative 🔊 Hedgeye CEO @KeithMcCullough called bullsh*t on mainstream financial media headlines framing the expected Fed rate cut as a hawkish cut in this clip from The Call @ Hedgeye. For months our subscribers have been properly positioned for the current (and upcoming) interest rate environment. Were the only firm when rate-cut expectations dropped to XX% that said it should be closer to XXX% that theres going to be a rate cut never mind a hawkish cut McCullough says. Just front-run it. Take advantage of it. Stay ahead of the MSM noise by subscribing to The"
X Link 2025-12-09T20:35Z 212.9K followers, 8032 engagements

"TRUMP: I have just approved of TINY CARS to be built in America"
X Link 2025-12-05T16:00Z 212.9K followers, 8285 engagements

"Ethereum climbed to just shy of $3400 rallying +6.8% over the past XX hours. Its TREND also flipped in our Crypto Trend Tracker product. Those gains significantly outpaced bitcoins +1.9% advance"
X Link 2025-12-10T13:48Z 212.9K followers, 1781 engagements