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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.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%

Social topic influence ethereum 6.25%, environment 4.17%, inflation 4.17%, $btc 4.17%, $vix 4.17%, vix 4.17%, ceo 4.17%, bitcoin #3918, ai 4.17%, $nbis XXXX%

Top accounts mentioned or mentioned by @keithmccullough @hedgeyeretail @dougkass @rpkent @aleabitoreddit @orangeman1992 @hedgeyeindstrls @maobaobaomby @mrderivatives @hedgeyeretailap @hedgeyetech @hedgeyefig @hedgeyedc @hedgeyestaples @hedgeyeeevans @hedgeyehc @hedgeyegll @hedgeyecomm @dimartinobooth @t1alpha

Top assets mentioned Ethereum (ETH) Bitcoin (BTC) Vixco (VIX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Tapestry, Inc. (TPR) iShares BTC Trust (IBIT) Warby Parker Inc. (WRBY) NVIDIA Corp. (NVDA) iShares Ethereum Trust (ETHA) BlackRock Inc (BLK) Zions Bancorporation, NA. (ZION) Wat (WAT) SPX6900 (SPX) Fermi Inc. Common Stock (FRMI) Shopify Inc (SHOP)

Top Social Posts

Top posts by engagements in the last XX hours

"CALL INVITE - Adding Tactical Short $NBIS; Growing $MSFT Risk You don't want to miss this one"
X Link 2025-12-05T16:26Z 213K followers, 136.1K engagements

"🚨 Hedgeye Asset Management Launches the Hedgeye 130/30 Equity ETF $HELS Managed by R. Patrick Kent @RPKent"
X Link 2025-12-12T16:46Z 213K followers, 5235 engagements

"Cannabis currently sits in the same federal bucket as heroin LSD and ecstasy. That may finally be changing. President Trump is signaling a push to reclassify cannabis to Schedule III. Continue reading here 👇"
X Link 2025-12-12T17:50Z 213K followers, 4128 engagements

"@Mr_Derivatives W seor heisenberg"
X Link 2025-12-12T04:30Z 213K followers, XXX engagements

""Success is the sum of small efforts repeated day in and day out."- Robert Collier"
X Link 2025-12-13T11:06Z 213K followers, 5401 engagements

"McGough: Tapestry Can Get More Expensive 🔊 Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September 2024 when he went long around $XX. Today its trading near $XXX nearly 3x higher 🚀 Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad X macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for XX% earnings growth"
X Link 2025-10-21T19:24Z 213K followers, 5879 engagements

"Gold's Meteoric Rise Coincided With The Fed's Jackson Hole Event"
X Link 2025-11-14T16:21Z 213K followers, 166.9K 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 213K followers, 9848 engagements

"BREAKING: The $VIX just closed at a 2-month low"
X Link 2025-12-05T21:19Z 213K followers, 7142 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 213K followers, 7273 engagements

"Congrats Jensen on $NVDA going back to Bullish TRADE and TREND LOL"
X Link 2025-12-09T16:04Z 213K followers, 29.6K 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 213K followers, 8647 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 213K followers, 3434 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 213K followers, 2753 engagements

"Its time for a leadership change. Waiting for President Trump to force the stripping of the Feds independence is not an option. Make the Federal Reserve good for America and well no longer be Fed Up. @DiMartinoBooth"
X Link 2025-12-10T18:11Z 213K followers, 6351 engagements

"It's not "low volatility" it's "catalyst free volatility." @t1alpha"
X Link 2025-12-10T18:14Z 213K followers, 3692 engagements

"BREAKING: President Trump launches Gold Card and Platinum Card program. Trump Gold Card: "For a processing fee and after DHS vetting a $X million contribution receive US residency in record time with the Trump Gold Card." Trump Platinum Card: "For a processing fee and after DHS vetting a $X million contribution you will have the ability to spend up to XXX days in the United States without being subject to US taxes on non-US income." The front page of the website reads: Unlock life in America. American citizenship is nowfor sale"
X Link 2025-12-10T20:09Z 213K followers, 6168 engagements

"@Mr_Derivatives"
X Link 2025-12-10T20:26Z 213K followers, 1050 engagements

"New listings of U.S. homes for sale fell XXX% YoY the biggest decline in over two years per Redfin Pending sales are down XXX% showing retreat on both sides of the market but sellers especially. The median home now takes XX days to go under contract roughly a week longer than a year ago. And even though mortgage rates have fallen to XXXX% (30-year) and XXXX% (15-year) theyre still far above the X% rates millions of homeowners locked in during 20202021. This creates the lock-in effect keeping homeowners from listing since moving would mean doubling or tripling their mortgage costs. Supply"
X Link 2025-12-11T13:41Z 213K followers, 4149 engagements

"At last week's Fed Community Bank Conference Blackstone CEO said: "What can go wrong Not much except fraud." Today Regional Banks $KRE sank XXX% on news that Zions Bancorp $ZION and Western Alliance Bancorp $WAT said they were victims of fraud. Crazy coincidence"
X Link 2025-10-16T20:28Z 213K followers, 211.2K engagements

"More than XX% of the FOMC dates this year have seen larger $SPX moves the following day averaging roughly XX to XX basis points larger. Moves tend to show up on the day AFTER the FOMC meeting rather than on the day itself. @t1alpha"
X Link 2025-12-11T14:17Z 213K followers, 3930 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 213K followers, 31.7K engagements

"🚨 OPEN LETTER to The Fed: Every Hardworking American Wondering What Went Wrong via Danielle @DiMartinoBooth"
X Link 2025-12-10T15:38Z 213K followers, 35.6K engagements

"This is not Bitcoin Ethereum or even a meme coin its the $VIX making fresh Cycle Lows"
X Link 2025-12-11T22:22Z 213K followers, 92.8K engagements

"Do you see bubbles in Fermi $FRMI The stock fell XX% after the company disclosed that an investment-grade tenant terminated a $XXX million construction funding agreement"
X Link 2025-12-12T13:16Z 213K followers, 12.6K engagements

"CHART OF THE DAY: $BTC = Day X of #Neutral Trend"
X Link 2025-12-12T15:17Z 213K followers, 4769 engagements

"This week President TRUMP: -Signed an Executive Order creating a National Policy Framework for Artificial Intelligence. -Considered eliminating taxes on gambling winnings -Pardoned Tina Peters -Signaled a shift on Marijuana reclassification What's next"
X Link 2025-12-12T17:05Z 213K followers, 4266 engagements

"A recent Shopify survey found that XX% of consumers plan to use AI tools while shopping. That figure jumps to XX% among those ages 1824. As more parts of everyday life are absorbed by the expanding capabilities of AI brick-and-mortar stores may start to feel warm and familiar again. We already know that young adults value tangible fandom and in-person community. That same desire for real-world connection may eventually extend to how and where they shop. This trend could spark a renewed nostalgia for in-person shopping. Long.the mall"
X Link 2025-12-13T12:14Z 213K followers, 3786 engagements