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@HedgeyeComm Avatar @HedgeyeComm Andrew Freedman, CFA 🦅

Andrew Freedman, CFA 🦅 posts on X about $nflx, $wbd, $psky, $googl the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XX% technology brands XXXX% finance XXXX%

Social topic influence $nflx #183, $wbd #80, $psky #104, $googl 12.5%, unpopular opinion 6.25%, longterm 6.25%, drift 6.25%, $cflt 6.25%, ai 6.25%, at least XXXX%

Top accounts mentioned or mentioned by @corleonecapital @hedgeyecom @hedgeye @chat_sbc @traderct @grok @equinoxscott @bannerview @ea5144863525 @leakmealpha @stretchmikep @supbagholder

Top assets mentioned Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Alphabet Inc Class A (GOOGL) Confluent, Inc. Class A Common Stock (CFLT) Atlassian Corporation PLC (TEAM)

Top Social Posts

Top posts by engagements in the last XX hours

"Unpopular opinion. but $NFLX acquiring $WBD S&S is WAY more likely to save Hollywood than if $PSKY won the bid"
X Link 2025-12-05T20:35Z 35.2K followers, 17.1K engagements

"Call Thursday 12/11 at 2:00pm ET $NFLX $WBD The central question is straightforward: is this thesis drift or a high-ROIC opportunistic acceleration of Netflixs long-term vision A lot of analysis and data to go though as we dive deep into the deal structure and market/industry impact. Please contact sales@hedgeye.com for access"
X Link 2025-12-07T15:05Z 35.2K followers, 10.1K engagements

"$CFLT you knew it was going to happen eventually"
X Link 2025-12-08T03:42Z 35.2K followers, 5119 engagements

"My conviction continues to build in the winner takes all or most market But now with $GOOGL and Gemini XXX and the favorable antitrust outcome the odds have increased that model share / usage ends up looking a lot like the search market in the long run"
X Link 2025-11-18T21:55Z 35.2K followers, 27.6K engagements

"I have no position/bias on this name I am genuinely just asking. But what is it about $TEAM that majority of folks seem to be long (have for awhile) and/or positively biased to the name I understand the thesis but just stands out to me. Wondering if there is more to the story or if I am missing something Or if you think I am wrong in my positioning assessment"
X Link 2025-12-05T16:31Z 35.2K followers, 9558 engagements

"@corleonecapital Basically"
X Link 2025-12-05T20:50Z 35.2K followers, XXX engagements

"All these politicians screaming antitrust against $NFLX $WBD destroy more value and are a bigger tax on the system than if people end up paying an extra $X for their Netflix subscription"
X Link 2025-12-07T03:46Z 35.2K followers, 6256 engagements

"Ill wager $50k that the $NFLX $WBD goes through"
X Link 2025-12-07T02:41Z 35.2K followers, 15.8K engagements

"Removing $GOOGL from top picks after XX% run. I removed Google from our 'Top Picks' list yesterday as the catalysts we flagged coming into 2025 have largely played out - and faster than expected. Search stabilization policy tailwinds Cloud acceleration Gemini XXX TPU momentum. All delivered. Could the stock go to $XXX or higher Sure (and I hope it does). But that's another $1T in market cap. At this scale you have to start framing upside differently. On valuation (risk/reward) we are staying disciplined: Our $XXX fair value is based on $XX EPS 25x = $XXX in '29/'30 discounted back at 10%. We"
X Link 2025-11-26T14:29Z 35.2K followers, 939.1K engagements

"I cant wait to read the disclosures that come out of this bidding process $NFLX $WBD $PSKY"
X Link 2025-12-08T14:11Z 35.2K followers, 4084 engagements