@HedgeyeComm Andrew Freedman, CFA 🦅

Andrew Freedman, CFA 🦅 posts on X about ai, $googl, $mndy, $msft the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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[--] Year [----------] +91%

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[--] Week [--] -22%
[--] Month [---] +329%
[--] Months [---] +62%
[--] Year [---] -26%

Followers: [------] #

[--] Week [------] +0.06%
[--] Month [------] +1.40%
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[--] Year [------] +37%

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Social Influence

Social category influence stocks 50% technology brands 45.19% finance 12.5% social networks 3.85% celebrities 1.92%

Social topic influence ai 20.19%, $googl 15.38%, $mndy #19, $msft #490, anthropic #3772, googl 6.73%, meta 5.77%, in the 5.77%, we are 4.81%, $meta 4.81%

Top accounts mentioned or mentioned by @samofamerica @malinvested @jonrice80 @rpkent @hedgeye @akramsrazor @firstadopter @s_nav123 @divinelylevered @realjimchanos @buccocapital @corleonecapital @aree036 @steveda19026883 @manuinvests @ruchernchong @mentions @premarks @dratchcap @signulll

Top assets mentioned Alphabet Inc Class A (GOOGL) monday.com Ltd. (MNDY) Microsoft Corp. (MSFT) Metadium (META) Salesforce Inc (CRM) Reddit, Inc. (RDDT) Now Coin (NOW) Netflix Inc (NFLX) Asana, Inc. (ASAN) Pinterest, Inc. (PINS) Roku, Inc. (ROKU) Take-Two Interactive Software, Inc. (TTWO) Unity Software Inc. (U) Roblox Corp. (RBLX) Apple, Inc. (AAPL) Paramount Global (PARA) DisChain (DIS) Oracle Corporation (ORCL) Adobe, Inc. (ADBE) Trade Desk, Inc. (TTD) WIX.com Ltd. (WIX) Paramount Skydance Corporation Class B Common Stock (PSKY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Can someone please tell me how Anthropic doesnt kill $MNDY $ASAN long term Struggling to understand why these companies will exist - at least in their current form"
X Link 2026-01-31T16:05Z 35.7K followers, 54.2K engagements

"$PINS sub-$20 makes no sense to me but I guess we are about to find out"
X Link 2026-02-12T19:51Z 35.7K followers, 27.5K engagements

"@RPKent Just dropped you an e-mail"
X Link 2026-02-14T18:28Z 35.7K followers, [----] engagements

"@RPKent It is in the workbook 😃"
X Link 2026-02-14T18:32Z 35.7K followers, [---] engagements

"Here is the note for people to judge for themselves 😁 - love to know where you disagree why are outlook is weak and not well substantiated Thanks We are moving SPHR from an Active Long to the Long Bench. The stock is up 58% since we made it an active long on August 24th in anticipation of the successful launch of The Wizard of Oz (WoZ) on August 29th [----]. The move is driven by increasingly unattractive risk/reward even as the data continues to track well for the show (Exhibit A). As we highlighted in our presentation on 9/19 (click here for the replay including a detailed write-up) we think"
X Link 2025-10-03T22:16Z 35.7K followers, 32.2K engagements

"What is the best way to get long LLM induced mania/psychosis There are not enough controls in place today for platform health and safety"
X Link 2026-01-15T02:34Z 35.7K followers, [----] engagements

"$ROKU $PARA price increase"
X Link 2026-01-23T19:04Z 35.6K followers, 12.9K engagements

"Im sorry but Capex and Opex guide should be an after thought on this type of revenue growth $META They guided total expenses $12-19B higher than consensus And quick math on implied [----] assuming 32% Q1 revenue YoY That is $17B of revenue higher than consensus $META Q1 guide [----] - 33.5% Even with 4% currency tailwind Woah. $META Q1 guide [----] - 33.5% Even with 4% currency tailwind Woah"
X Link 2026-01-28T21:25Z 35.6K followers, 94.1K engagements

"I know people will think Im crazy but I think the real GOAT move would be to acquire Anthropic before it goes public"
X Link 2026-01-29T01:36Z 35.7K followers, [----] engagements

"Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U"
X Link 2026-01-30T14:03Z 35.7K followers, 10.6K engagements

"Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS"
X Link 2026-01-30T14:41Z 35.6K followers, 20.3K engagements

"$TTWO $U $RBLX getting crushed on Genie [--] If so funny since this was first announced in August last year. But I guess $GOOGL rolling out beta to Pro users maybe makes it more tangible https://deepmind.google/blog/genie-3-a-new-frontier-for-world-models/ https://deepmind.google/blog/genie-3-a-new-frontier-for-world-models/"
X Link 2026-01-30T15:18Z 35.7K followers, [----] engagements

"$MSFT going to $0. $CRM certainly a $0 $NOW quite possibly a $0 $ORCL maybe likely a $0 $ADBE hah"
X Link 2026-02-01T02:39Z 35.7K followers, 84.5K engagements

"It's definitely more the first (targeted disruption to tools like $MNDY/$ASAN) than a total evaporation of digital collaboration. The need for teams to coordinate and track work isn't disappearing. What's changing is where and how the work gets done. In the emerging agentic world especially with Anthropic's trajectory (Claude Opus/Sonnet 4.5+ computer-use tools Cowork Agent Skills multi-agent orchestration Tasks system for dependencies & shared state) Claude itself is becoming the primary surface where real work happens. - You describe the goal in natural language - Claude plans orchestrates"
X Link 2026-02-01T14:40Z 35.6K followers, [----] engagements

"Lord help us if $GOOGL doesnt deliver the goods tomorrow That said if they dont maybe it will just trigger a nasty short term reversal in the OAI exposed names. Maybe stocks will go up maybe they will go down"
X Link 2026-02-03T15:20Z 35.7K followers, 16.3K engagements

"We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife. these names have hair on them. just something to consider into EPS"
X Link 2026-02-03T17:30Z 35.7K followers, 14.2K engagements

". things a CEO of a future publicly traded company with $850B should not be posting. Really excited to get Elon under oath in a few months Christmas in April Really excited to get Elon under oath in a few months Christmas in April"
X Link 2026-02-03T23:11Z 35.7K followers, 503.3K engagements

"Big Tech* + Software since 8/1/2025: Despite the carnage. Total market cap is actually +5.8% (+$1.01T) But $GOOGL + $AAPL alone = +$2.68T Ex-Google/Apple -$1.67T (-13.7%) Now add**: + OpenAI $800B + Anthropic $350B Ex-Google/Apple = -$0.52T (-4.3%) Total = +$2.16T (+18.3%) Google Apple & private are carrying the entire sector. *ex-semis / **Yes I am adding total and not change https://twitter.com/i/web/status/2018852235484987410 https://twitter.com/i/web/status/2018852235484987410"
X Link 2026-02-04T01:00Z 35.7K followers, [----] engagements

"My personal use of the $MSFT Office suite has declined by at least 50% over the last [--] years. biggest casualties are Excel and PowerPoint. All because of AI. (Word has been dead to me for a long time) The only things I still use Excel for are company modeling and packaging information to send to clients. Most data analysis now happens in VS Code Claude or Chat https://twitter.com/i/web/status/2018901199110431135 https://twitter.com/i/web/status/2018901199110431135"
X Link 2026-02-04T04:15Z 35.6K followers, 44K engagements

"@DivinelyLevered @P_Remarks You laugh. But 100-years from now there will be an unlimited supply of robotic AI nurses. So yea terminal value probably a $0 unless they start self disrupting now"
X Link 2026-02-04T07:09Z 35.7K followers, [---] engagements

"$GOOGL looks really good 17% search growth plus 48% GCP YoY Huge capex number not surprising but probably keeping a lid on the AHs move Top line numbers need to go higher for this year RPO growth disclosure important"
X Link 2026-02-04T21:22Z 35.7K followers, 13.2K engagements

"$GOOGL $MSFT cloud revenue growth. one of these does not look like the other"
X Link 2026-02-04T23:13Z 35.7K followers, 20.9K engagements

"I think people selling $ROKU below $85 are going to regret doing so by the end of next week"
X Link 2026-02-05T20:56Z 35.7K followers, [----] engagements

"$RDDT first reaction. Q4 beat larger but margins not as good and Q1 guide light - even factoring in a decent beat. same with EBITDA. gross margin also ticked down YoY. Wonder if AI renewals are reflected in the guide in anyway"
X Link 2026-02-05T21:31Z 35.7K followers, [----] engagements

"That was not the response you want to hear re $GOOGL and OpenAI commercial partnership if you are expecting a huge renewal step up and think $RDDT has the upper hand in negotiations And they are stopping reporting logged out users starting in Q3. Hmmmmm"
X Link 2026-02-05T22:11Z 35.7K followers, 12.1K engagements

"Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl"
X Link 2026-02-05T23:20Z 35.6K followers, [----] engagements

"Honestly we probably cant bottom until a major celebrity discovers vibe coding and declares it to be the future"
X Link 2026-02-06T02:06Z 35.6K followers, [----] engagements

"Snapshot from our note in June [----] laying out the bear case for $CRM and application software. - AI/Agent Technology & Interoperability Threatening System of Record Value: The rapid advancements in AI particularly the rise of sophisticated AI agents and initiatives like the Model Context Protocol (MCP) pose a potential existential threat to Salesforce's traditional "system of record" moat. MCP and new interoperability standards (from Google) aim to allow AI agents to seamlessly access and interact with data across various enterprise systems regardless of where the data resides. If successful"
X Link 2026-02-06T03:08Z 35.6K followers, 13K engagements

"@akramsrazor The ability to build applications/features on top of the CRM at a fraction of the cost of either 1) buying it from CRM or 2) hiring an agency to do it for you is negative on the margin for pricing and add ons"
X Link 2026-02-06T20:53Z 35.6K followers, [---] engagements

"@malinvested @akramsrazor This is a simpler but good explanation. App Store on Salesforce stack is not what im talking about https://t.co/jLDNmgG3fY https://t.co/jLDNmgG3fY"
X Link 2026-02-07T15:10Z 35.6K followers, [---] engagements

"Keep in mind Im coming at this from first hand user and dev experience Just to be clear by CRM I mean a Salesforce agent built/controlled/deployed on Salesforce stack. I think there is value in having a CRM specific agent. Or a sub agent or even multiple agents to perform CRM related tasks. Salesforce could hold back access to preference their own agent but then could be interoperable with agent in Claude but that is still a tax or form of egress Salesforce should just open up and build best MCP they can and allow people to build agents wherever and integrate via MCP and/or API tool calling"
X Link 2026-02-07T17:42Z 35.6K followers, [--] engagements

"@DratchCap @signulll People who criticize and dismiss as vibe code internally literally have no idea what is going on or what is about to happen End of story"
X Link 2026-02-07T23:25Z 35.6K followers, [---] engagements

"$WIX Harmony first AI related"
X Link 2026-02-09T00:03Z 35.7K followers, [----] engagements

"What a terrible commercial for OpenAI"
X Link 2026-02-09T00:05Z 35.7K followers, 13.5K engagements

"Yikes it already has disrupted. Super bad take sir. Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study"
X Link 2026-02-09T06:49Z 35.7K followers, 28.7K engagements

"$MNDY yikes"
X Link 2026-02-09T14:15Z 35.7K followers, [----] engagements

"@jonrice80 Listen. To. The. Call"
X Link 2026-02-10T04:17Z 35.7K followers, [---] engagements

"Here is the thing Claude wrapped around excel and PowerPoint AI integrated into system of record it will drive higher utilization of the core application/system. It will make it more accessible to people and extract more value. Historically this is what enabled software cos to raise price so consistently The issue is that inference costs are significant and the incremental value is likely to accrue to the AI layer even if total system usage increases. Which will likely crowd out budget that normally would have gone to legacy SAAS providers. https://twitter.com/i/web/status/2021081721131708875"
X Link 2026-02-10T04:40Z 35.7K followers, 38.7K engagements

"@jonrice80 To be clear Im not saying Monday is coming under pressure because of vibe coding"
X Link 2026-02-10T04:41Z 35.7K followers, [---] engagements

"@malinvested @jonrice80 Look at keyword pricing for productivity tools. I think the simple explanation is that there is an influx of competition. Claude Google Workspace / Gemini ChatGPT Notion list goes on and on. Market more crowded noisy CAC goes up"
X Link 2026-02-10T04:47Z 35.7K followers, [---] engagements

"How much money have you spent on AI consumption for yourself in the past year (Include subscriptions and api tokens) $100 $51 - $100 $0 $1 - $50 $100 $51 - $100 $0 $1 - $50"
X Link 2026-02-10T14:13Z 35.7K followers, [----] engagements

"$PSKY playing dirty certainly does not smell right at all. Exclusive: An activist investor has built a $200 million stake in Warner and plans to oppose its pending sale to Netflix https://t.co/1iDsjWralK Exclusive: An activist investor has built a $200 million stake in Warner and plans to oppose its pending sale to Netflix https://t.co/1iDsjWralK"
X Link 2026-02-11T12:50Z 35.7K followers, 10.2K engagements

"Software analysts getting reassigned to Industrials or Energy yet"
X Link 2026-02-12T01:09Z 35.7K followers, 13.9K engagements

"15 years from now remember this is where it all started"
X Link 2026-02-12T05:24Z 35.7K followers, [----] engagements

"Model training is essentially a bunch of Q&A so if you have the means and motive you can use an LLM to train another LLM"
X Link 2026-02-13T00:31Z 35.7K followers, [----] engagements

"Flash back to 8/11/2025: Andrew Freedman on Barron's Live: Why AI Natives Will Crush Traditional SaaS Approx. Stock Price returns since: $NOW -34.3% $MNDY -33.7% $MSFT -18.3% $GOOGL +67% Not too shabby cc @Hedgeye @KeithMcCullough https://app.hedgeye.com/insights/169962-andrew-freedman-on-barron-s-live-why-ai-natives-will-crush-traditionatype=macro https://app.hedgeye.com/insights/169962-andrew-freedman-on-barron-s-live-why-ai-natives-will-crush-traditionatype=macro"
X Link 2026-01-29T17:41Z 35.7K followers, 19K engagements

"On 8/11/2025 @firstadopter and I had a conversation: "Why AI Natives Will Crush Traditional SaaS" Approx. Stock Price returns since: $NOW -34.3% $MNDY -33.7% $MSFT -18.3% $GOOGL +67% Not too shabby https://www.barrons.com/podcasts/barrons-live/what-next-for-tech-stocks/fa0c6eba-5fcc-4ad6-b885-00055583a5bdpage=1 https://www.barrons.com/podcasts/barrons-live/what-next-for-tech-stocks/fa0c6eba-5fcc-4ad6-b885-00055583a5bdpage=1"
X Link 2026-01-29T17:44Z 35.7K followers, [----] engagements

"Getting closer Or actually this might be it Now that you have CNBC anchors posting the following FWIW I did the same thing with Claude Code last year. And part of the reason why we were so negative $MNDY a gear ago at $300 ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w"
X Link 2026-02-06T15:36Z 35.7K followers, 20.6K engagements

"Below is the note we published last year on $MNDY. with the math/analysis on why we thought that revenue growth was always on a glidepath to 20%. https://t.co/3uhH4cHV9w https://t.co/3uhH4cHV9w"
X Link 2026-02-09T14:36Z 35.7K followers, 22.1K engagements

"$MNDY $UPWK. very clear that the low end of the market is seeing the most disruption related to AI and Claude/ChatGPT/Gemini. Which is exactly where you would expect it to start"
X Link 2026-02-09T22:54Z 35.7K followers, 15.1K engagements

"$HUBS report makes $MNDY look worse"
X Link 2026-02-11T22:20Z 35.7K followers, [----] engagements

"Now its really over Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3"
X Link 2026-01-23T23:15Z 35.7K followers, 1.5M engagements

"@SamofAmerica I am proud contributed to the [----] $100M group"
X Link 2026-02-12T19:39Z 35.7K followers, [----] engagements

"@RPKent But short answer Oracle Workday Jira Salesforce. are part of their stack currently. That said someone would have to ask them what their intentions are going forward - if they plan to continue to scale with these providers or if they are moving away from over time"
X Link 2026-02-14T18:34Z 35.7K followers, [---] engagements

"$GOOGL has nearly [--] billion people using its apps globally They have the history of the entire internet databased and indexed They have YouTube with nearly [--] billion global MAUs who stream over [--] billion hours of content daily And yet somehow Everyone convinced $RDDT has the upper hand in the negotiations with Google and that Reddit data is truly that valuable / indispensable relative to what they already have that its worth billions Color me skeptical but I think I figured out a way to test this thesis and will happily admit to being wrong if the results/data prove it"
X Link 2025-09-26T02:29Z 35.7K followers, 56.1K engagements

"Been traveling a lot for work past month This morning my 3-year old looks at me and asks: Daddy please dont leave me again. Are you staying home I want to play with you. So we are going to spend the entire day together going to the farm for pumpkins and apples going to Home Depot and going to decorate the crap out of hour house for Halloween 🎃"
X Link 2025-10-04T14:49Z 35.7K followers, 30.8K engagements

"IF $WBD gets taken out with a $3 in front of it. Heads are literally going to explode"
X Link 2025-10-22T00:13Z 35.7K followers, [----] engagements

"Why shouldnt $GOOGL be the most valuable company in the world"
X Link 2025-10-30T10:18Z 35.7K followers, 59.8K engagements

"$CRM should take all its source code + decades of CRM context and build an agentic API that lets anyone spin up custom CRM solutions. Prompt to production. Thats the end state. A lovable/replit/Google AI studio but with all the building blocks context knowledge (expertise) and support/service for CRM. Platform becomes the product. And if they dont someone else will. https://twitter.com/i/web/status/2013457039461175630 https://twitter.com/i/web/status/2013457039461175630"
X Link 2026-01-20T03:42Z 35.6K followers, [----] engagements

"Funny how $NFLX $SPOT track so closely"
X Link 2026-01-20T17:14Z 35.5K followers, [----] engagements

"$NFLX "we crossed the 325M paid memberships milestone during the quarter" Is not the same as: "we finished the quarter with 325M.""
X Link 2026-01-20T21:29Z 35.5K followers, 93K engagements

"It is surreal to watch the world wakeup to what you have been seeing all along. holding a private truth while witnessing a different public reality only for the two to finally align. It is a complex mix of validation frustration and a sense of detachment"
X Link 2026-01-24T19:16Z 35.7K followers, [----] engagements

"Im actually starting to get more bullish software Dev tools auth security hosting CI/CD CDNs observability Always thought that AI is a TAM multiplier but seeing the virality over something like clawd (which btw is NOT that incremental compared to existing agentic open source frameworks for coding) makes me think the demand acceleration is closer"
X Link 2026-01-26T03:26Z 35.5K followers, 17.8K engagements

"I have no doubt GPT-6 will be awesome and true re $GOOGL "all else being equal". but let's be honest "all else being equal" is a TERRIBLE assumption to make. Odds are we have Gemini [---] by then. "Spoiler Alert OpenAIs GPT-6 will probably launch during Q2 [----] and be awesome. It will probably beat Gemini [--] on most if not all LMArena metrics. All else being equal this will be a bad set of headlines for GOOGL. Please keep that in mind in the coming months." - JPM "Spoiler Alert OpenAIs GPT-6 will probably launch during Q2 [----] and be awesome. It will probably beat Gemini [--] on most if not all"
X Link 2026-01-28T15:59Z 35.5K followers, [----] engagements

"So Claude excel add-in doesn't have auto-compact for context management I'll have to check my settings but if that is the case - super disappointing relative to Shortcut (as it stands today). Granted still in beta and that will change over time"
X Link 2026-01-28T20:25Z 35.5K followers, [----] engagements

"$META Q1 guide [----] - 33.5% Even with 4% currency tailwind Woah"
X Link 2026-01-28T21:09Z 35.5K followers, 102.6K engagements

"$META PEAK REALITY LABS LOSSES"
X Link 2026-01-28T21:37Z 35.6K followers, [----] engagements

"$META Mark Zuckerberg. "The facts that agents are really starting to work now is quite profound." Yup"
X Link 2026-01-28T22:13Z 35.5K followers, [----] engagements

"It did kind of sound like a little bit of Zuck's soul died when he said peak reality lab losses $META"
X Link 2026-01-28T22:54Z 35.6K followers, 10.6K engagements

"Anthropic going in with the kill by dropping sub pricing"
X Link 2026-01-29T01:24Z 35.6K followers, 99.2K engagements

"Anthropic just went in for the kill lowered subscriber pricing on team plan 10-minutes ago"
X Link 2026-01-29T01:35Z 35.5K followers, [----] engagements

"@SamofAmerica I do. But this isnt that times have changed - and the investments they are making have an ROI"
X Link 2026-01-29T03:04Z 35.5K followers, [----] engagements

"@RealJimChanos @SamofAmerica ROIC % looks pretty good to me and ROIIC % has stabilized in mid-20s last [--] quarters. yes it is down a lot since [----] but that was coming off the year of efficiency"
X Link 2026-01-29T03:40Z 35.5K followers, [---] engagements

"@RealJimChanos @SamofAmerica Historical ROIC % context"
X Link 2026-01-29T03:48Z 35.5K followers, [--] engagements

"Not explicitly but I am including $22.9B of long term operating lease liabilities - which partially reflects data center leasing and also is a line item that most would exclude (and just focus on the debt). The Blue Owl JV Meta owns 20% of and there portion of the debt would be about $5B. and given some recent energy deals you can probably add another $5B to that to get to $10B. They have $81B of long term non-cancellable contracts per last 10-Q (but that isn't really anything unusual - a lot of it is cloud contracts and other commitments that are largely opex related and not technically"
X Link 2026-01-29T03:59Z 35.6K followers, [---] engagements

"@akramsrazor Especially if $GOOGL doesn't crush it"
X Link 2026-01-29T17:05Z 35.5K followers, [----] engagements

"@GS_CapSF If it has a more than offsetting impact in adoption - and you have the capital to subsidize. It is the move you make at this part of the growth curve"
X Link 2026-01-29T18:13Z 35.5K followers, [---] engagements

"By the time it shows up in the fundamentals or there is clear evidence. then the group is probably a long. Big part of this is valuation and terminal value perception / uncertainty. We have seen this time and time again. Software was objectively expense. and investors were not pricing in the that the way software is going to be built distributed and priced is fundamentally going to change in the next 5-years. It could end up net positive or net negative. but at the moment uncertainty go up multiple go down. https://twitter.com/i/web/status/2017017791338205606"
X Link 2026-01-29T23:31Z 35.5K followers, [----] engagements

"@BushmillsCapit1 @firstadopter No. there are signs. At least that things are trending in that direction. And yea that is the point multiple impairment on uncertainty. That is how disruption always starts"
X Link 2026-01-29T23:50Z 35.5K followers, [--] engagements

"Epic MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI under one company according to Reuters. The discussions come ahead of SpaceXs anticipated public debut. MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI under one company according to Reuters. The discussions come ahead of SpaceXs anticipated public debut"
X Link 2026-01-30T00:07Z 35.5K followers, [----] engagements

"I can't tell you how big of a risk this potentially is to $AAPL $GOOGL and the entire app economy as we know it. @SamofAmerica Were actively shipping ChatGPT apps 60+ apps were approved this week with more rolling out in the coming days as part of a steady cadence Stay tuned for more 😉 https://t.co/TXhofGIba7 Were actively shipping ChatGPT apps 60+ apps were approved this week with more rolling out in the coming days as part of a steady cadence Stay tuned for more 😉 https://t.co/TXhofGIba7"
X Link 2026-01-30T00:44Z 35.6K followers, 27.6K engagements

"What happens if/when the app layer disappears I mean isn't that what we're all really debating at the end of the day. We're moving toward a world where apps become mere connectors for a central AI agent. Just dependencies. Pip install equivalents for software. If OpenAI becomes the default interface for our digital lives the Apple/Google duopoly is threatened. Sure App Store rules try to prevent this - but at a certain scale OpenAI becomes too big to ban. The real question. Can Apple and Google integrate these agents into the OS fast enough to keep OpenAI from becoming the new abstraction"
X Link 2026-01-30T01:31Z 35.5K followers, [----] engagements

"It is also why Zuck is doing a pivot and ramping adoption of AI glasses. with a focus in the U.S. Trying to get ahead of OpenAI and Apple device launches later this year. And now with OpenAI on track to IPO by end of the year. Apple/Google in a partnership. I don't know. but that's why I think he may feel like he needs to do something bigger sooner to secure their future. Anyway. https://twitter.com/i/web/status/2017051749639446665 https://twitter.com/i/web/status/2017051749639446665"
X Link 2026-01-30T01:46Z 35.5K followers, [---] engagements

"Yup. and value accrues to the model layer. and LLMs go from being stateless API calls to stateful API agents. becomes less about the model itself and more about what gets built around it and ecosystem support $GOOGL. If you have time watch the below video. but we actually talk about the Uber scenario - and increased importance of rewards programs integrations partnerships etc. https://x.com/Hedgeye/status/2016224803804635374s=20 https://x.com/Hedgeye/status/2016224803804635374s=20"
X Link 2026-01-30T02:15Z 35.5K followers, [---] engagements

"Haha yeah. but the risk just becomes a numbers game over time right I spend on average [--] hours a day on my phone. I grab it [--] times per day - an average of [--] minutes per session. Let's say AI agents get good and my sessions drop to [--] per day (because the agent is performing tasks). Now I'm spending [--] hours and [--] minutes a day on my phone. When you grab your phone you see your Insta alerts. Or you go to order an Uber Instacart or check your email. odds are you open a Meta app and maybe get sucked into doom scrolling for [--] minutes. Point is fewer at-bats potentially if you're Meta. and that"
X Link 2026-01-30T02:23Z 35.5K followers, [---] engagements

"@firstadopter @grok How is this not a TAM expander I mean I understand disruption potential for game engines without proprietary IP/content. But if you are a publisher Or if you have great media IP And context. then you are probably in a good spot long term"
X Link 2026-01-30T15:56Z 35.5K followers, [----] engagements

"AI is so stupid sometimes"
X Link 2026-01-31T04:59Z 35.5K followers, [----] engagements

"@tickertalks07 Speak for someone else. We have been bearish the entire way down. Honestly lookin for reasons to be bullish"
X Link 2026-01-31T23:15Z 35.5K followers, [--] engagements

"@PythiaR @WaterworldCapi1 $MSFT $430.29 that is $430.29 you have left to sell before it goes to $0"
X Link 2026-02-01T02:25Z 35.5K followers, [---] engagements

"@kakasaahib Really"
X Link 2026-02-01T03:26Z 35.6K followers, [----] engagements

"@buccocapital Glad I am fluent in gibberish"
X Link 2026-02-02T20:14Z 35.6K followers, [----] engagements

"$FUBO #kaboom"
X Link 2026-02-03T14:33Z 35.6K followers, [----] engagements

"@S_curvecap 17% search + 43% cloud = $380 - $410/stock. IMO"
X Link 2026-02-03T17:50Z 35.6K followers, [----] engagements

"@corleonecapital Come on man just try a little bit. Just a tiny bit of the rage bait Its so worth it Nothing bad will happen I promise"
X Link 2026-02-04T00:13Z 35.6K followers, [----] engagements

"$MSFT was too distracted trying to broker a new deal w/OAI that it cost them at least 6-months. and the fact they aren't truly vertically integrated with O&O models is a very big strategic risk long-term IMO. It puts them in a straight jacket from a product development standpoint - I can't emphasize enough how difficult it is to natively integrate and scale AI layer in existing applications when you don't actually have full control over the API and model. Also so much of the software is still desktop based (versus native web) and OneDrive is built on top of SharePoint - which has its own"
X Link 2026-02-04T23:30Z 35.6K followers, [----] engagements

"@SamofAmerica @Hedgeye Oh and also. the exclusivity around "stateless" API with Microsoft and OAI could prove to be Satya's Achilles heel - because we are going to see a shift away from stateless APIs to stateful / agentic APIs over the next 5-years"
X Link 2026-02-04T23:36Z 35.6K followers, [---] engagements

"@SamofAmerica @Hedgeye Tbh. in the VERY long run not hard to make the mega bull case for macOS adoption in the enterprise beyond just devs and designers (due to AI and Google/Gemini). which of course would be a big time bear case for Microsoft/PC"
X Link 2026-02-04T23:54Z 35.6K followers, [---] engagements

"$RDDT will phase out reporting of logged-out and logged-in users later in 2026"
X Link 2026-02-05T21:36Z 35.6K followers, [----] engagements

"Interesting that Anthropic led with Opus [---] when the rumors was Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release an are saying Sonnet [---] for broader release soon - maybe Super Bowl"
X Link 2026-02-05T23:02Z 35.6K followers, [----] engagements

"Will have to count how many and what % of Super Bowl commercials are AI related Typically a good indicator of tops"
X Link 2026-02-05T23:03Z 35.6K followers, [----] engagements

"@imapedestrian I dont know man we have so many different products and risk overlays. The decisions arent always up to me. All I know is that Im still bullish on the fundamentals and setup this year"
X Link 2026-02-06T02:45Z 35.6K followers, [---] engagements

"If you are $NFLX IR. do you really float [----] targets ahead of earnings if you are going to have a great Q1"
X Link 2025-04-16T12:44Z 35.7K followers, 117.7K engagements

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