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@HedgeyeComm Andrew Freedman, CFA 🦅
Andrew Freedman, CFA 🦅 posts on X about $googl, googl, rates, $75b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +201%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +124%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +55%
- X Months XXX +6%
- X Year XXX +20%
Followers: XXXXXX #
- X Week XXXXXX +0.04%
- X Month XXXXXX +0.24%
- X Months XXXXXX +4.60%
- X Year XXXXXX +5%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5782 technology brands XX% finance XXXX% agencies XXXX%
Social topic influence $googl #476, googl #50, rates #119, $75b #3, $85b #3, $nflx 2.86%, msft 2.86%, amzn 2.86%, $14b 2.86%, $msft XXXX%
Top accounts mentioned or mentioned by @hedgeye @traderct @dkarbowitz @davidodonnell99 @waterworldcapi1 @akramsrazor @ggpcap @buccocapital @dalibali2 @hedgeyecom @fundamentedge @preppingremarks @southernvalue95 @amplifythealpha @investorj3 @corleonecapital @j_rubero @roicinvestor @nwfcapital @mb8364324160492
Top assets mentioned Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Salesforce Inc (CRM) ServiceNow Inc (NOW) Roku, Inc. (ROKU) Walmart, Inc. (WMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"If you are $NFLX IR. do you really float 2030 targets ahead of earnings if you are going to have a great Q1"
@HedgeyeComm on X 2025-04-16 12:44:54 UTC 26.9K followers, 117.5K engagements
"@FundamentEdge The most important setting" @HedgeyeComm on X 2025-07-08 20:49:53 UTC 26.9K followers, 46.1K engagements
"$GOOGL services and ads business was good but nothing spectacular. about 100bps accel in Q2 versus Q1 when adjusting for leap year headwind in Q1. The XX% YoY in 2Q25 is pretty impressive. and the $1.36B net new or +76% versus 2Q24. Will see what $AMZN $MSFT do but I suspect $GOOGL took share in cloud this quarter. Sounds like $1.4B one time legal charge explains the lack of operating margin expansion. $22.45B of Capex in Q2 with FCF down XX% YoY to $5.3B. Growth in paid subscriptions biggest driver of revenue growth for Google Services" @HedgeyeComm on X 2025-07-23 20:53:52 UTC 26.9K followers, 8419 engagements
"The platform advantage wont stick for long - agents and MCP will force interoperability and break it wide open. The concept of vertical software will go away entirely. But that doesnt mean Salesforce is safe. Custom software built on scalable cloud infrastructure has a real shot and that includes custom CRM" @HedgeyeComm on X 2025-07-18 19:43:36 UTC 26.9K followers, XXX engagements
"$GOOGL number of new GCP customers increased nearly XX% QoQ. the AI advantage with XXX pro and Vertex is starting to show up. Should really be a step function" @HedgeyeComm on X 2025-07-23 20:40:55 UTC 26.9K followers, 3252 engagements
"@ggpcap @SouthernValue95 And to your second question that is my original point. Salesforce will have to open up completely instead of trying to be the platform. The question becomes if you believe the AI/agentic layer sits on top of the application layer across the enterprise (ServiceNow hypothesis)" @HedgeyeComm on X 2025-07-18 22:55:12 UTC 26.9K followers, XXX engagements
"@WaterworldCapi1 @buccocapital @dalibali2 Otherwise yea low key 1000x - especially when people realize that Google unlocks the metaverse with Quantum and #infinitytam" @HedgeyeComm on X 2025-07-20 19:51:09 UTC 26.9K followers, XXX engagements
"Why doesn't ESPN just get absorbed by NFL long term and effectively become NFL's DTC service" @HedgeyeComm on X 2025-07-24 13:05:17 UTC 26.9K followers, 2223 engagements
"Of course AI wont develop custom data models for each enterprise. But each enterprise will be able to create agents based on their knowledge. Im not saying it is easy and there isnt a lot of work involved. That is why I am saying 3-5 years you can have agents today that can rip through and debug an entire code base in minutes" @HedgeyeComm on X 2025-07-18 22:46:36 UTC 26.9K followers, XXX engagements
"Hah $ROKU $WMT Walmart plans to make Vizio a private-label brand by the end of the year and will sell its smart TVs exclusively at Walmart and Sams Club according to a memo viewed by Bloomberg News" @HedgeyeComm on X 2025-07-18 12:48:19 UTC 26.9K followers, 5187 engagements
"@WaterworldCapi1 @buccocapital @dalibali2 I hate how everyone is so bullish all of a sudden and on this print specifically" @HedgeyeComm on X 2025-07-20 19:48:47 UTC 26.9K followers, XXX engagements
"@akramsrazor What specific pain points are teams citing for switching Any standout GitLab features driving this Is it the devs driving the bus or is it being forced upon them TY sir" @HedgeyeComm on X 2025-07-23 19:56:29 UTC 26.9K followers, 1005 engagements
"$GOOGL On 2H25 and beyond. "We now expect to invest $85B in capex in 2025 up from previous estimates of $75B" "We expect a further increase in capex in 2026" "Expect growth rate in depreciation expense to accelerate in Q3" ".at current spot rates could see revenue tailwind to Q3" "Google services advertising revenues 2H25 will be effected by the continued lapping of continued strength in fin services and the strong spend of U.S. election particularly on YouTube" "On cloud demand for products is high and cloud backlog of $106B - while we have been working hard on increasing capacity we" @HedgeyeComm on X 2025-07-23 20:58:51 UTC 26.9K followers, 13K engagements
"Factset consensus for $GOOGL capex 2025 was $72.9B. which they just increased to $85B and said 2026 was going to be higher. Before the print consensus didn't even have $GOOGL capex north of $80B until 2027" @HedgeyeComm on X 2025-07-23 21:42:46 UTC 26.9K followers, 10.8K engagements
"@akramsrazor @WaterworldCapi1 Some macro. they are seeing same client spend pressure. but also been losing clients to Publicis (everyone has) they just did a big rebrand of GroupM" @HedgeyeComm on X 2025-07-09 19:23:20 UTC 26.9K followers, XXX engagements