@SamofAmerica Avatar @SamofAmerica Sam Rahman

Sam Rahman posts on X about ai, sam, in the, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #5397 finance 34.15% technology brands 21.95% automotive brands 2.44% products 2.44% countries 2.44% fashion brands 0.81% financial services 0.81% celebrities 0.81% cryptocurrencies 0.81%

Social topic influence ai 17.07%, sam #788, in the 15.45%, growth 10.57%, market 9.76%, this is 8.13%, stocks 8.13%, $hgro #1, to the 5.69%, fund 5.69%

Top accounts mentioned or mentioned by @dougkass @hedgeye @keithmccullough @hedgeyecomm @hedgeyeam @rpkent @gnoble79 @hedgeyetech @dsaleminvestor @contrariancurse @firstadopter @hedgeyeindstrls @10009nyny @johnrkamprath @pedsaif @t1alpha @tryng2lookahead @stockmktnewz @execsum @hedgyetech

Top assets mentioned Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Applied Materials, Inc. (AMAT) Teradyne, Inc. (TER) Coherent Inc (COHR) Stacks (STX) NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Tesla, Inc. (TSLA) Gap Inc (GAP) Eli Lilly and Company (LLY) ARK Innovation ETF (ARKK)

Top Social Posts

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

"A little crowdsourcing research on $GAP: So I have not been in a GAP store in decades and I last invested in it when it was a growth company in the late 90s. But I looked at the website and discovered that there are more items I would potentially buy than at any time I can remember in recent years. So questions: [--]. If youve been to a GAP store recently what do you think [--]. If youve have kids what do they think of the GAP brand. Would love to hear your thoughts https://twitter.com/i/web/status/2002146382493221338 https://twitter.com/i/web/status/2002146382493221338"
X Link 2025-12-19T22:37Z [----] followers, [---] engagements

"@ContrarianCurse Thats really good I was referring to Thoma Bravo not you. I like your commentary fwiw I share similar views. Nice to see another practitioner on the field"
X Link 2026-02-03T20:42Z [----] followers, [---] engagements

"@gnoble79 One of my favorite lines and lessons learned early in my career"
X Link 2026-02-04T11:24Z [----] followers, [---] engagements

"@KeithMcCullough Rock n Roll Only been doing it for 25+ yearslots of battle scars Also love the fact that $ARKK and $GRNY do not own it But they own $AMD @Hedgeye has got all the best stock picks"
X Link 2026-02-04T17:01Z [----] followers, [----] engagements

"@HedgeyeComm Unreal Even more impressive FCF was $25bn versus consensus of 14bn And then the capexWTF Not good for anyone on the outside looking in (Im looking at you META TSLA and perhaps MSFT) The Moat Wall is going higher @hedgeye #AI $GOOGL #Mag7 @KeithMcCullough"
X Link 2026-02-04T21:27Z [----] followers, [----] engagements

"Diversification and the right portfolio construction allows to have a stock blow-up ($AMZN) but still have your portfolio be up as your other holdings are outperforming. Survive to live for another day $HGRO @Hedgeye @KeithMcCullough"
X Link 2026-02-06T19:06Z [----] followers, 12.1K engagements

"AI architecture continues to evolve as new technologies help improve speed and efficiency @Hedgeye @HedgeyeTech @HedgeyeComm $COHR I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6 https://t.co/JtaJHmsoRw I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6"
X Link 2026-02-10T11:28Z [----] followers, [---] engagements

"Honestly dont think these announcements are bullish anymore. The thesis is not incrementally new in fact pretty consensus Bigger driver of Mag [--] is uncertain RoI on this record investment and potentially some existential risk to some core businesses On top of that the market is focusing on relative earnings acceleration which is benefiting cyclicals @Hedgeye @HedgeyeComm #mag7 $META https://twitter.com/i/web/status/2021728329628303596 https://twitter.com/i/web/status/2021728329628303596"
X Link 2026-02-11T23:29Z [----] followers, [---] engagements

"@StockMKTNewz @exec_sum Youve got to be kidding me that $META is in this portfolio"
X Link 2026-02-12T09:29Z [----] followers, [---] engagements

"In $HGRO $TSM all time high. https://t.co/C70RQvmSm8 $TSM all time high. https://t.co/C70RQvmSm8"
X Link 2026-02-12T10:05Z [----] followers, [---] engagements

"@firstadopter Again coordinated media campaign to sh$t on AI"
X Link 2026-02-12T11:46Z [----] followers, [---] engagements

"Unreal @HedgeyeIndstrls If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%". If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%""
X Link 2026-02-12T16:13Z [----] followers, [----] engagements

"This is pretty incredible @HedgeyeComm #Anthropic Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726 Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726"
X Link 2026-02-12T19:28Z [----] followers, [----] engagements

"Well said Honestly humility and flexibility is just good life advice. Period. Honestly humility and flexibility is just good life advice. Period"
X Link 2026-02-12T20:03Z [----] followers, [----] engagements

"$AMAT along with other semicap stocks seeing substantial growth inflection led by memory and leading edge semi demand Great call by @HedgyeTech to go bullish on this ahead of earnings @Hedgeye $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"
X Link 2026-02-12T22:34Z [----] followers, [----] engagements

"@10009nyny @Hedgeye $HGRO is playing this theme through individual stocks: $TER $KLAC $COHR $STX And recently $AMAT Ive owned the four above since late summer last year"
X Link 2026-02-12T23:45Z [----] followers, [--] engagements

"RT @HedgeyeTech: Thanks Sam. Indeed the ugly duckling got less ugly $AMAT"
X Link 2026-02-13T01:46Z [----] followers, [--] engagements

"Tom That trades been going on since last year. Also the uncertainty on the RoI on this investment is not helping and as you know markets hate uncertainty. Lastly theres not a small risk that one or two of the Mag [--] face existential risk. $HGRO is where Im expressing my current views on this. https://twitter.com/i/web/status/2022260912187494456 https://twitter.com/i/web/status/2022260912187494456"
X Link 2026-02-13T10:45Z [----] followers, [---] engagements

"RT @DougKass: Yesterday's Macro Show was among the most valuable and differentiated in months. with a none too subtle change expressed wh"
X Link 2026-02-13T10:54Z [----] followers, [--] engagements

"RT @JohnRKamprath: This is @HedgeyeRJM Robert's "compliant" way of saying $HECA is hugely delivering. I'll show the comparison chart since"
X Link 2026-02-13T20:02Z [----] followers, [--] engagements

"RT @Hedgeye: Theres an iconic 1980s commercial from brokerage firm E.F. Hutton. The famous tagline was simple: When E.F. Hutton talks pe"
X Link 2026-02-14T02:10Z [----] followers, [--] engagements

"RT @gnoble79: My good friend Doug Kass and I have had ENOUGH from the cheerleaders in financial media. ENOUGH We are Mad as hell and not"
X Link 2026-02-14T15:45Z [----] followers, [---] engagements

"The problem is mostly in private credit and private equity. Everyone involved is trying to get liquidity but they are going to take a haircut. Marks getting out may be because there is so much dumb new money in private credit. I mean really dumb and price-irrational. You will likely hear of more bad credit exposures in the news. It is still likely localized but when these things happen everyone starts raising liquidity. The Fed will likely come in a cut rates and stop QT. That is the markets backstop. Quality liquid assets will get bid up during the shake-up and coming out of it as the market"
X Link 2025-10-17T21:16Z [----] followers, [---] engagements

"Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"
X Link 2026-02-13T00:26Z [----] followers, 15.6K engagements

"With all the interest in metals the one that doesnt get talked about much is titanium Titanium specifically titanium alloys are mission critical and have huge national security implications Importantly they are found in commercial and military jet engines as well as gas turbines. Think of all the rotating and hot components in a jet engine There are two scaled US producers - $HWM and $ATI. Both manufacture high spec alloys for OE and replacement parts $HGRO has a big holding in $ATI For more disclosures visit $ATI $HWM #titanium #Defence http://hedgeyeam.com/HGRO http://hedgeyeam.com/HGRO"
X Link 2026-02-13T20:01Z [----] followers, 48.4K engagements

"@TheStalwart There has been over a decade worth of capital invested in software viewed as long duration and relatively safe I dont think a couple weeks of selling has washed out that incumbent capital #Software $IGV"
X Link 2026-02-13T20:06Z [----] followers, [----] engagements

"Hey Keith Yes - there was an early morning headline scare on rolling back steel tariffs. Stock was down 5-6% early but has since recovered down about 3% Admin came out saying no tariff roll back just a streamlining of how customs will collect based on product categories $NUE is a major beneficiary of the OBBBA and has heavy construction and infrastructure exposure Its also in $HGRO https://twitter.com/i/web/status/2022406243797897426 https://twitter.com/i/web/status/2022406243797897426"
X Link 2026-02-13T20:23Z [----] followers, [----] engagements

"Just painful @KeithMcCullough Well its not SaaS or crypto so that helps @KeithMcCullough Well its not SaaS or crypto so that helps"
X Link 2026-02-13T20:32Z [----] followers, 12.7K engagements

"Worth [--] mins of your time this long weekend Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of"
X Link 2026-02-15T00:47Z [----] followers, [----] engagements

"Rubio to Europe"
X Link 2026-02-15T01:01Z [----] followers, [---] engagements

"@_GlenGarry @Hedgeye ATI and Boeing extend and expand titanium supply long-term agreement https://prn.to/3HccHGA https://prn.to/3HccHGA"
X Link 2026-02-15T15:11Z [----] followers, [----] engagements

"@KeithMcCullough Well its not SaaS or crypto so that helps"
X Link 2026-02-13T20:30Z [----] followers, 17.2K engagements

"This is a really good point. It is not so much the scale of the numbers its the game theory aspect of this that is more important. OpenAI and to some extent $NVDA is crowding out the supply chain and overall market forcing competitors like $META into a tough position. Either they stay on track with their capex plans or they step it up again significantly to stay on pace with OpenAI and Anthropic. Neither is an easy choice and potentially has longer term implications for the stock The problem with $META is that Zuck has publicly stated that $META will have by far the greatest compute per"
X Link 2025-10-07T20:42Z [----] followers, [----] engagements

"@PedSaif @KeithMcCullough It follows the Hedgeye risk and quad framework very closely. Turnover will be a secondary outcome of following the process. Hard to put a number on it"
X Link 2026-02-16T13:08Z [----] followers, [----] engagements

"@lisaabramowicz1 @lisaabramcwioz1 The only potential risk with this analysis is - in a tail risk scenario where several companies face extinction risk historical precedent is not be a good guide of where prices may go @HedgeyeComm @Hedgeye #SaaS #Software"
X Link 2026-02-11T20:18Z [----] followers, [---] engagements

"@beffjezos @Hedgeye A growing % of this is going to be behind the meter on site and paid for by hyperscalers Bring Your Own Generation #BYOG is a real trend"
X Link 2026-02-16T16:10Z [----] followers, [--] engagements

"Weekend grind ahead of several market-moving events in the next two months: [--]. Earnings season [--]. Tariff volatility - deals impact and lawsuit [--]. Legal rulings that could shake up Big Tech"
X Link 2025-07-12T14:23Z [----] followers, [---] engagements

"This is part of the endgame for private equity - selling these money-losing investments to the last remaining suckers and then walking away before it blows upunbelievable White House Readies Order to Bring Private Equity to 401(k)s Summary by Bloomberg AI The Trump administration is finalizing an executive order to allow 401(k) retirement savings plans to invest in private equity according to people familiar with the matter. The move would ease legal concerns that have kept alternative assets out of most worker defined-contribution plans and would be a major win for the industry which has"
X Link 2025-07-15T23:33Z [----] followers, [---] engagements

"Do you want to invest in the big growth trends without the volatility of those thematic innovation funds 🤔 The Hedgeye Quality Growth Fund ($HGRO) invests selectively in these same big growth themes but spreads bets across sectors and stocks. This means better risk-adjusted return potential. The growth themes we are investing in: 🚀 AI and how it could disrupt industries and change market leadership ⚡ A potential power and manufacturing infrastructure boom ✂ Financial deregulation could benefit big banks and Decentralized Finance 🦋 Millennials and Gen Z are changing consumption patterns"
X Link 2025-07-29T17:48Z [----] followers, [----] engagements

"How will AI impact market leadership and in particular the future of Mag [--] The impact could be significant. In the attached new newsletter I share my latest thoughts: https://www.hedgeyeam.com/musings-of-a-market-practitioner-mag7 https://www.hedgeyeam.com/musings-of-a-market-practitioner-mag7"
X Link 2025-08-06T15:10Z [----] followers, 34.7K engagements

"AI could be as big or bigger than the internet bubble of the late 1990s but may be more disruptive. As important as identifying the potential winners will be avoiding the losers. In the Hedgeye Quality Growth Fund ($HGRO) we take our best shot at identifying the stocks best positioned in AI and avoid the stocks that could be at risk. Some of our best AI ideas are $NVDA $AMZN $MSFT $GOOGL $AAPL $SNOW To learn more about our holdings and for important information about the fund please click here: http://Www.hedgeyeam.com/HGRO http://Www.hedgeyeam.com/HGRO"
X Link 2025-08-11T15:58Z [----] followers, [----] engagements

"🏗 The One Big Beautiful Bill adds an exclamation point to one of the big themes we are investing in the Hedgeye Quality Growth Fund (ticker HGRO) - a power and manufacturing investment boom. 🏭 The new corporate tax breaks front load tax incentives to build more power plants and onshore more critical manufacturing in the US. 🪏 Some of our best infrastructure ideas are VST GEV CAT ROK XYL. To learn more about the fund holdings and for important information about the fund please visit our website at http://www.hedgeyeam.com/HGRO http://www.hedgeyeam.com/HGRO"
X Link 2025-08-20T17:03Z [----] followers, [----] engagements

"Longer term SLMs are more valuable to enterprises and in many cases more proprietary and therefore harder to be commoditized 🚨 BREAKING: NVIDIA just exposed the dirty secret about LLMs. Their new paper proves SLMs outperform massive models in real-world applications. AI researchers are quietly pivoting overnight. [--] wild findings that change everything: https://t.co/iLeQ6XaSR7 🚨 BREAKING: NVIDIA just exposed the dirty secret about LLMs. Their new paper proves SLMs outperform massive models in real-world applications. AI researchers are quietly pivoting overnight. [--] wild findings that"
X Link 2025-08-22T18:22Z [----] followers, [----] engagements

"FWIW my thoughts on NVDA: You have to consider [--] investment durations: Short duration - pay attention to Hedgeyes risk ranges. Long duration - fundamentally nothing changed. Demand is outstripping supply. Frankly the only reason CRWVs business exists is because there is not enough AI infrastructure. Depending on your investment duration position size accordingly. I pay attention to both. Final point on long term fundamentals - while the focus is on China upside everyone is missing the bigger issue. Most models on NVDA are only projecting AI data center TAM - makes sense as we have visibility"
X Link 2025-08-27T23:11Z [----] followers, [----] engagements

"In the Hedgeye Quality Growth Fund (HGRO) we have a differentiated view on growth companies. Case in point: Netflix (NFLX) Once a disruptor it is now a margin-expanding compounder. A dominant incumbent that is growing its global scale to leverage its content spend and accelerate free cash flow growth thus blowing away the narrow-minded valuation frameworks that misunderstood the power of this business model. To learn more about our other best ideas in the fund and for important information about the fund please visit #Netflix http://www.hedgeyeam.com/HGRO http://www.hedgeyeam.com/HGRO"
X Link 2025-08-28T19:38Z [----] followers, [----] engagements

"Paul Glenchur @HedgeyeTechLaw is the best in the biz at this stuff This is exactly what @HedgeyeTechLaw has been predicting. @Hedgeye subs should be well prepared for what comes next. This is exactly what @HedgeyeTechLaw has been predicting. @Hedgeye subs should be well prepared for what comes next"
X Link 2025-08-29T22:56Z [----] followers, [----] engagements

"In light of the GOOGL ruling reposting this. Both GOOGL and AAPL feared as potential AI losers may actually be among the winners Artificial Intelligence and the Future of the Mag [--] @HedgeyeAM https://t.co/dfjTsIO4Pq via @hedgeye Artificial Intelligence and the Future of the Mag [--] @HedgeyeAM https://t.co/dfjTsIO4Pq via @hedgeye"
X Link 2025-09-02T22:07Z [----] followers, [----] engagements

"Important event catalyst coming for AAPL next week. But [----] is potentially a huge year for AAPL - AI partnerships in search and Siri 👇 and maybe a foldable iPhone later in the year. The average age of iPhones installed base might the oldest in its history so the potential for a big replacement cycle is there next year. I would not be surprised to see AAPL put up a 20% iPhone revenue growth number toward the end of [----]. #Apple BREAKING: Apple is planning an AI-powered web search tool to compete with ChatGPT and Perplexity for next year. Its also currently leaning towards working with Google"
X Link 2025-09-04T19:27Z [----] followers, [---] engagements

"In the middle of this book and loving it I dont see things clearly until Ive mucked around with all the moving parts. -Barry Diller https://t.co/t9kH17bNlp I dont see things clearly until Ive mucked around with all the moving parts. -Barry Diller https://t.co/t9kH17bNlp"
X Link 2025-09-15T21:51Z [----] followers, [---] engagements

"One of the greatest movies of all time Robert Redford and Paul Newman. Butch Cassidy and the Sundance Kid (1968) George Roy Hill. https://t.co/hehB3c1HXk Robert Redford and Paul Newman. Butch Cassidy and the Sundance Kid (1968) George Roy Hill. https://t.co/hehB3c1HXk"
X Link 2025-09-16T22:19Z [----] followers, [---] engagements

"This is a big deal Implications for gold too Morgan Stanley on copper supply disruptions: Todays Freeport news adds to ongoing supply disruptions with WoodMac already calculating 3.7% or 900kt of disruptions as of August suggesting room to overshoot the current allowance on a full year view. The new estimates imply a cut Morgan Stanley on copper supply disruptions: Todays Freeport news adds to ongoing supply disruptions with WoodMac already calculating 3.7% or 900kt of disruptions as of August suggesting room to overshoot the current allowance on a full year view. The new estimates imply a cut"
X Link 2025-09-25T03:04Z [----] followers, [---] engagements

"Demand Supply TSMCs 3nm and 5nm production lines are nearly full with the utilization rate nearly 100% through the first half of [----] inundated with orders from smartphone chip giants Qualcomm Apple MediaTek media report while the latest AI chips Nvidias Rubin and AMDs MI355X GPUs TSMCs 3nm and 5nm production lines are nearly full with the utilization rate nearly 100% through the first half of [----] inundated with orders from smartphone chip giants Qualcomm Apple MediaTek media report while the latest AI chips Nvidias Rubin and AMDs MI355X GPUs"
X Link 2025-09-26T13:24Z [----] followers, [---] engagements

"For the new Hedgeye and Hedgeye Asset Management followers What type of companies do we invest in for the Hedgeye Quality Growth Fund (HGRO) 🏰 Deep Moat Compounders 🚀 Companies Driving Innovation and Disruption 🦋 Business Model Transformations and Idiosyncratic Stories Focused on where we can find the best ideas 🎯💎💡🧭 For What type of companies do we invest in for the Hedgeye Quality Growth Fund (HGRO) 🏰 Deep Moat Compounders 🚀 Companies Driving Innovation and Disruption 🦋 Business Model Transformations and Idiosyncratic Stories Focused on where we can find the best ideas 🎯💎💡🧭 For"
X Link 2025-09-29T18:52Z [----] followers, [---] engagements

"Demand supply Until either algo efficiencies grow faster than demand growth; Or power supply exceeds demand growth. Thats not happening any time soon. Extra outtake clip from latest @BG2Pod with Jensen @altcap Contrary to popular hypersensationalist rhetoric -- that we are in a massive AI glut -- we are likely in a stretch of structural compute shortage. Google announced in May that tokens had grown 50x y/y and doubled again https://t.co/oMXbRJWxI3 Extra outtake clip from latest @BG2Pod with Jensen @altcap Contrary to popular hypersensationalist rhetoric -- that we are in a massive AI glut --"
X Link 2025-09-29T22:19Z [----] followers, 13.9K engagements

"Keep your eye on natural gas and natural gas stocks. There is NO AI without power. Full stop"
X Link 2025-10-01T17:13Z [----] followers, [---] engagements

"You know what to do Cramer: "I've sold everything oil and gas" Cramer: "I've sold everything oil and gas""
X Link 2025-10-01T17:15Z [----] followers, [----] engagements

"The first step towards restoring trust in the MSM *BARI WEISS TO BE NAMED EDITOR IN CHIEF OF CBS NEWS: NYP *BARI WEISS TO BE NAMED EDITOR IN CHIEF OF CBS NEWS: NYP"
X Link 2025-10-03T00:08Z [----] followers, [---] engagements

"LFG America China is the main driver of this record-high nuclear power generation ☢ See the neon-green wedge in that chart Thats China. And Its slated to keep expanding at this rate for years and years China is the main driver of this record-high nuclear power generation ☢ See the neon-green wedge in that chart Thats China. And Its slated to keep expanding at this rate for years and years"
X Link 2025-10-03T00:15Z [----] followers, [---] engagements

"Thanks Keith - learning from a Pro. That is what Pros do. My new Senior Partner at HAM Sam Rahman (@SamofAmerica) nailed todays Early Look on the elephant in the room. Most have feelings about a bubblefew have a Portfolio Managers process. https://t.co/vynD7grwbE My new Senior Partner at HAM Sam Rahman (@SamofAmerica) nailed todays Early Look on the elephant in the room. Most have feelings about a bubblefew have a Portfolio Managers process. https://t.co/vynD7grwbE"
X Link 2025-10-03T00:40Z [----] followers, [---] engagements

"Put some time aside over the weekend to study this. Pure gold. ICYMI: Hedgeyes 4Q25 Macro Themes Call https://t.co/UDMwJt5u69 via @hedgeye ICYMI: Hedgeyes 4Q25 Macro Themes Call https://t.co/UDMwJt5u69 via @hedgeye"
X Link 2025-10-04T12:51Z [----] followers, 19.2K engagements

"Using the analogy whenever $AMZN entered a new industry the incumbents valuations compressed and never recovered. Likewise OpenAI has negative margins. Their public competitors have positive margins. To quote Jeff Bezos - Your margin is our opportunity. http://dot.com Some thoughts going into @OpenAI DevDay tomorrow The next phase of software is prompt to production. Software wont be written in the traditional sense 5+ years from now itll be requested. Enterprises and consumers will increasingly describe what they want and the http://dot.com Some thoughts going into @OpenAI DevDay tomorrow"
X Link 2025-10-06T00:27Z [----] followers, [----] engagements

"Awesome free stuff that is well worth your time Check out Hedgeye's huge library of video investing content for FREE on https://t.co/WvaD176Gku. Past Investing Summits Real Conversations Hedgeye NexGen hosted by @HedgeyeAI and much more Check out Hedgeye's huge library of video investing content for FREE on https://t.co/WvaD176Gku. Past Investing Summits Real Conversations Hedgeye NexGen hosted by @HedgeyeAI and much more"
X Link 2025-10-06T20:14Z [----] followers, 11.3K engagements

"This is big newsdont forget solar and batteries Costs for both have declined enormously - solar generation cost with no subsidy is almost on par with natural gas power. Take note of the build timethat is fast. Google broke ground on a $4B data-center campus in West Memphis AR. Entergy to power it w/ grid but Google covering all energy costs. Plan include adding [---] MW solar + [---] MW battery a $25M energy-affordability fund and demand-flex programs. Build time: [----] months. https://t.co/5bXKJvpy9j Google broke ground on a $4B data-center campus in West Memphis AR. Entergy to power it w/ grid"
X Link 2025-10-06T20:26Z [----] followers, [---] engagements

"True - i will be watching your data wrt their top line - dont think it is a slam dunk for Q3. The OpenAi deals have raised the ante for META - game theory - does META go big developing their own competitive LLM or go to the app layer. Ball is in their court @SamofAmerica But if they keep going 20% top line no one will care and glasses I think are going to take off. But man they need to figure this out. @SamofAmerica But if they keep going 20% top line no one will care and glasses I think are going to take off. But man they need to figure this out"
X Link 2025-10-10T01:52Z [----] followers, [---] engagements

"Wouldnt that be bullish for Chinese equities Pretty strong rumor Xi is hospitalized w a stroke. That this is leaking to the public at all means a lot. ShockToberfest begins @profplum99 @Hedgeye Pretty strong rumor Xi is hospitalized w a stroke. That this is leaking to the public at all means a lot. ShockToberfest begins @profplum99 @Hedgeye"
X Link 2025-10-10T07:09Z [----] followers, [----] engagements

"That was quick Good News: Vol CTRL Funds have already done plenty of selling and the market has absorbed it @t1alpha https://t.co/rtCpYQADgG Good News: Vol CTRL Funds have already done plenty of selling and the market has absorbed it @t1alpha https://t.co/rtCpYQADgG"
X Link 2025-10-15T10:27Z [----] followers, [----] engagements

"Momentum is not a dirty word Too many so-called smart investors turn their nose up to the idea of momentum. Momentum reflect two things: Flows - more and more given the market structure; Fundamentals - momentum leads changes in fundamentals. Liz Ann Sonders: Momentum Is a Misunderstood Concept 🔊 Momentum just means the stocks that have been working continue to work explained @LizAnnSonders in today's Investing Summit with Hedgeye CEO @KeithMcCullough. This dynamic has been most evident in AI and Quantum https://t.co/LryZ0eVl36 Liz Ann Sonders: Momentum Is a Misunderstood Concept 🔊 Momentum"
X Link 2025-10-15T20:32Z [----] followers, 11K engagements

"Question - is private equity a Ponzi scheme right now Excellent thread. Excellent thread"
X Link 2025-10-15T22:01Z [----] followers, [----] engagements

"In the house Looking forward to it. Hope everyone can tune in 🔥 The HAM is here. @SamofAmerica @RPKent & @dsaleminvestor of @HedgeyeAM join Hedgeye CEO @KeithMcCullough for a must-watch conversation on: The fall of the 60/40 portfolio True #GoAnywhere diversification And the tools investors have to win. This isnt theory. https://t.co/1LsGfsu7E2 🔥 The HAM is here. @SamofAmerica @RPKent & @dsaleminvestor of @HedgeyeAM join Hedgeye CEO @KeithMcCullough for a must-watch conversation on: The fall of the 60/40 portfolio True #GoAnywhere diversification And the tools investors have to win. This"
X Link 2025-10-16T12:52Z [----] followers, [---] engagements

"Process over panic. As a long term investor you live for moments like this when panic-put buying and forced selling shakes out the market. Remember a lot of pod shops and hedge funds have been blown up and risk managers are pulling in VaR. Option expiry today and approaching the end of October which is year end for lots of funds so that is creating unnatural trading. I am looking through the noise and buying my best ideas. What type of companies do we invest in for the Hedgeye Quality Growth Fund (HGRO) 🏰 Deep Moat Compounders 🚀 Companies Driving Innovation and Disruption 🦋 Business Model"
X Link 2025-10-17T18:36Z [----] followers, 12.9K engagements

"Had a great time chatting with my very smart colleagues CLOSING REMARKS 🔥 Hedgeye CEO @KeithMcCullough shares why our approach at Hedgeye Asset Management is so unique. Trust accountability & transparency. Know where your money is allocated and who's behind it. @HedgeyeAM https://t.co/rGF1GdRrEC CLOSING REMARKS 🔥 Hedgeye CEO @KeithMcCullough shares why our approach at Hedgeye Asset Management is so unique. Trust accountability & transparency. Know where your money is allocated and who's behind it. @HedgeyeAM https://t.co/rGF1GdRrEC"
X Link 2025-10-17T19:36Z [----] followers, [---] engagements

"Huge if true. Means we have the first ever domestic leading-edge foundry in the US - likely in Arizona - and perhaps the early start of a manufacturing hedge against the massive exposure we have to Taiwan. *NVIDIA TSMC TO UNVEIL FIRST US-MADE BLACKWELL CHIP WAFER:AXIOS *NVIDIA TSMC TO UNVEIL FIRST US-MADE BLACKWELL CHIP WAFER:AXIOS"
X Link 2025-10-17T20:26Z [----] followers, [---] engagements

"Looking forward to it Jose Officially going Long $AAPL. See our thesis and awesome new alternative data trackers we have for the thesis this Friday at [--] AM Click the link in my bio if you want to learn more Officially going Long $AAPL. See our thesis and awesome new alternative data trackers we have for the thesis this Friday at [--] AM Click the link in my bio if you want to learn more"
X Link 2025-10-20T23:08Z [----] followers, [----] engagements

"To all the panic sellers in $GOOGL on the OpenAI search nothing burger enjoy the after market rip on the Anthropic TPU deal"
X Link 2025-10-21T21:59Z [----] followers, 10.2K engagements

"You might leave Boston but Boston never leaves you Video tribute and a long LOUD standing ovation from Bruins fans left Brad Marchand crying on the bench 😭👏 https://t.co/m5qmnTLBe8 Video tribute and a long LOUD standing ovation from Bruins fans left Brad Marchand crying on the bench 😭👏 https://t.co/m5qmnTLBe8"
X Link 2025-10-22T01:09Z [----] followers, [---] engagements

"Quality versus low quality In the short term not smart to chase low quality @Michael30279730 @SamofAmerica I enjoy the chirping but have to note that $HGRO is underperforming the benchmark on the Daily Weekly and [--] Month timeframe. @Michael30279730 @SamofAmerica I enjoy the chirping but have to note that $HGRO is underperforming the benchmark on the Daily Weekly and [--] Month timeframe"
X Link 2025-10-22T10:04Z [----] followers, [---] engagements

"I appreciate your support. Short term markets can be really tricky to navigate. Most of the investors in my strategy are focused on long term capital appreciation - not that the short term is not important which is why I pay acute attention to the Quad roadmap and signals. Regardless of what happens I will be honest and transparent with all my investors whether things are going well or not. Im long all of the @HedgeyeAM ETFs btw Im long all of the @HedgeyeAM ETFs btw"
X Link 2025-10-22T14:26Z [----] followers, [----] engagements

"Excellent call by @HedgeyeTech on $AAPL today with lots of great new content. Reach out to the team for the replay. I am also very optimistic on $AAPL for [----] and would not be surprised if they put up a 20% revenue growth number in Q4 [----] due to the following: [--]. Another inflection higher in the replacement cycle as Felix called out. [--]. The foldable iPhone. [--]. The new AI features even if basic will garner a lot of attention further boosting replacement given the age of the installed base. Historically the stock moves 6+ months ahead of new iPhone launches. $AAPL TO OUTPERFORM MAG7 IN 2026"
X Link 2025-10-24T19:35Z [----] followers, 26.3K engagements

"This guy JP never fails to give you a buying opportunity by fumbling the ball Fed's Powell: December cut is not for sure Fed's Powell: December cut is not for sure"
X Link 2025-10-29T18:46Z [----] followers, [---] engagements

"Quick update on earnings this evening: As I mentioned on the Macro Show on Tuesday the market was rallying into a lot of big events this week. Thats ok - it happens. No stress here. On the big tech earnings: GOOGL - very strong numbers much better than expected so its up after hours and validates that it is likely an AI winner. MSFT - strong numbers but mostly in line with high expectations so the stock is down 3-4% after hoursso back to where it opened on Monday morning Fundamentals intact so no sweat. Their cloud biz cant grow any faster as they are capacity constrained. META - Strong"
X Link 2025-10-29T23:26Z [----] followers, [---] engagements

"It was great to share the stage on the Macro Show with @dsaleminvestor who talked about some profoundly important issues that asset allocators are dealing with. Catch the replay to hear his thoughts about potential solutions. Turbulence Under The Surface: Why Short Books Got Blown Up https://t.co/ZqmH0kz4SM via @hedgeye @SamofAmerica Turbulence Under The Surface: Why Short Books Got Blown Up https://t.co/ZqmH0kz4SM via @hedgeye @SamofAmerica"
X Link 2025-10-30T08:22Z [----] followers, [----] engagements

"Update on earnings tonight: And then there were two $AAPL - had solid numbers but given the strong demand for iPhone [--] most of the orders fall into Q4. In an unusual move AAPL guided explicitly for Q4 signaling double digit revenue and iPhone growth - a sharp acceleration. Services crushed it with 15% growth. [----] is going to be a big year for AAPL. $AMZN - going into the numbers it had the lightest positioning and there was a lot of bear porn out there on how they were falling behind. On the only number that mattered they crushed it reporting 20% growth in AWS. AWS will continue to"
X Link 2025-10-30T22:05Z [----] followers, [----] engagements

"I like it in [----] but short term the signal is bearish so it is position-sized accordingly. As I find better stock ideas it can be funded by the NFLX position. Remember this is a [--] stock portfolio. Some things will be on fire others not. Based on signal strength alone there are only [--] or [--] that are not signaling bullish and those positions have been reduced with a plan to replace. There is a process"
X Link 2025-10-31T13:43Z [----] followers, [--] engagements

"Okay now youre messing with me Why shouldnt $ROKU be the most valuable company in the world 🙃 Why shouldnt $ROKU be the most valuable company in the world 🙃"
X Link 2025-10-31T14:09Z [----] followers, [---] engagements

"Trying something new - Hope you all enjoy it Give us your feedback https://hedgeyetv.com/m/UaVpG71m/protect-the-pile-a-hedgeye-asset-management-podcast-episode-1r=q3IKkz9X https://hedgeyetv.com/m/UaVpG71m/protect-the-pile-a-hedgeye-asset-management-podcast-episode-1r=q3IKkz9X"
X Link 2025-11-01T21:40Z [----] followers, 17K engagements

"Its about that time that the cult starts turning on each other🍿 In case any of you wondered what @hoomansv looked like https://t.co/DVACdloqJe In case any of you wondered what @hoomansv looked like https://t.co/DVACdloqJe"
X Link 2025-11-05T20:57Z [----] followers, [---] engagements

"I meanno Joshua Tree Born in the USA Thriller Back In Black Disqualified for lack of Songs from the Big Chair by @tearsforfears https://t.co/4bwtDoivH3 Disqualified for lack of Songs from the Big Chair by @tearsforfears https://t.co/4bwtDoivH3"
X Link 2025-11-06T01:00Z [----] followers, [---] engagements

"Yup It;s 5:09AM. Who's running your money What are they working on right now It;s 5:09AM. Who's running your money What are they working on right now"
X Link 2025-11-06T10:50Z [----] followers, [---] engagements

"Interesting that AAPL GOOGL and AMZN are close to ATHs while markets are panicking on headline clickbait and bear porn Best part about this Macro Market is we can be short Bubbles that are already imploding while many keep trying to "call" a "top" in our Long $QQQ position https://t.co/fFwWoRFo5Y Best part about this Macro Market is we can be short Bubbles that are already imploding while many keep trying to "call" a "top" in our Long $QQQ position https://t.co/fFwWoRFo5Y"
X Link 2025-11-07T11:42Z [----] followers, 20.4K engagements

"The problem with this post is defining useful life. There are GPUs being used now that are over 5-6 years old. And pricing for renting those GPUs is no longer going down; in some cases pricing is going up as demand is exceeding supply. Leading LLMs will want to use the latest GPU but it does not obsolete older GPUs which can still run compute workloads. On a recent call hosting by Bernstein Research Lambda an emerging neocloud noted that they have 7-8 year old GPUs still in service and that the new GPUs come with a [--] year warranty. The debate about the amount of capex spend and the"
X Link 2025-11-10T20:14Z [----] followers, [---] engagements

"Not underweight If your Money Manager is tasked with beating $SPY (as their benchmark) and they're "Underweight Healthcare" they're getting trucked into year-end https://t.co/FzfilprhQT If your Money Manager is tasked with beating $SPY (as their benchmark) and they're "Underweight Healthcare" they're getting trucked into year-end https://t.co/FzfilprhQT"
X Link 2025-11-11T20:46Z [----] followers, [---] engagements

"Mic drop Someone should look into what happened after SoftBank sold their entire 4.9% stake in Nvidia in [----]. Someone should look into what happened after SoftBank sold their entire 4.9% stake in Nvidia in 2019"
X Link 2025-11-11T20:54Z [----] followers, [----] engagements

"There is a bull market going on in lots of sectors - Tech/AI Healthcare Big banks Aerospace Power and certain commodities to name a few. Its a free country - you can buy what you want. I am just making a comment on sentiment. I am diversified across all of the above and more. @SamofAmerica I can't sit still in an investment if I'm waiting for the wheels to fall off. Easier for me to make money on commodities. I think they will double before AI stocks will at these prices so it's easier & less risky to bet on that. Its worked as well as the tech trade this year @SamofAmerica I can't sit still"
X Link 2025-11-12T20:23Z [----] followers, [----] engagements

"Amazing But its following economics- as the cost of deployment goes down installations grow. Gas generation will start to catch up as turbine supply improves. But we still need to accelerate nuclear. The U.S. is on track for another record year for clean electricity in 2025: [--] GW additions which is 92% of new builds. Solar leads again and storage nearly doubles. The grid is changing fast. https://t.co/kv0a1UIIwF The U.S. is on track for another record year for clean electricity in 2025: [--] GW additions which is 92% of new builds. Solar leads again and storage nearly doubles. The grid is"
X Link 2025-11-13T11:23Z [----] followers, [---] engagements

"Great question - we will try to address this tomorrow. @RPKent @Hedgeye @HedgeyeAM @SamofAmerica @dsaleminvestor When benchmarked to the S&P what are the most important decisions to make to beat the benchmark and how/when to execute. Also when a quad [--] hits do you stay invested and move to low beta or are you raising cash How to adjust to the different cycles. @RPKent @Hedgeye @HedgeyeAM @SamofAmerica @dsaleminvestor When benchmarked to the S&P what are the most important decisions to make to beat the benchmark and how/when to execute. Also when a quad [--] hits do you stay invested and move to"
X Link 2025-11-14T01:15Z [----] followers, [---] engagements

"We have officially entered OG mode $STX $ADI $VSCO Chips and lingerie breaking out to new highs Anyone else long this $STX Big rip eh @SamofAmerica Anyone else long this $STX Big rip eh @SamofAmerica"
X Link 2026-01-06T20:45Z [----] followers, [---] engagements

"@HedgeyeGLL Hey Sean - feel for you man you two were a great team. All the best"
X Link 2023-12-18T21:20Z [----] followers, [---] engagements

"I never played hockey but that 2nd juke was sick Legacy period for McDavid. https://t.co/fvSgMKzBia Legacy period for McDavid. https://t.co/fvSgMKzBia"
X Link 2025-06-07T02:15Z [----] followers, [---] engagements

"@JohnRKamprath Thanks John"
X Link 2025-06-11T12:19Z [----] followers, [--] engagements

"@Tryng2lookahead @toddenders @KeithMcCullough @JujitsuTheFed @tipiper Youre welcome Thanks for the support You can get a lot more information on http://www.hedgeyeam.com/HGRO http://www.hedgeyeam.com/HGRO"
X Link 2025-06-27T13:47Z [----] followers, [--] engagements

"@KeithMcCullough Yup"
X Link 2025-07-03T09:21Z [----] followers, [----] engagements

"Here are my thoughts on investing and my experiences and some of the lessons I have learned. https://www.hedgeyeam.com/musings-of-a-market-practitioner-q2-2025 https://www.hedgeyeam.com/musings-of-a-market-practitioner-q2-2025"
X Link 2025-07-22T18:21Z [----] followers, [----] engagements

"@KeithMcCullough 😎"
X Link 2025-07-23T21:57Z [----] followers, [---] engagements

"If you still own this stock after this scam-exposing video which is emblematic of the whole company starting at the top then I dont know Ark invest video of Tesla Robotaxi showcasing the safety driver monitor having to take over and move into the drivers seat. https://t.co/OQCUm8IL7E Ark invest video of Tesla Robotaxi showcasing the safety driver monitor having to take over and move into the drivers seat. https://t.co/OQCUm8IL7E"
X Link 2025-08-23T19:10Z [----] followers, [---] engagements

"Financials have been amongst the best performers so far in [----]. One reason is that deregulation has the potential to unlock trapped capital and can allow the big banks to grow their balance sheet - Banks as growth stocks Financial innovation is coming in the form of stablecoin regulation and throw in an explosion of Initial Public Offerings and Mergers and Acquisitions we at the Hedgeye Quality Growth Fund (HGRO) are excited about investing in some great businesses in financials e.g. $JPM $WFC $GS $CFG. To learn more about the fund holdings and for important information about the fund please"
X Link 2025-09-04T19:16Z [----] followers, [---] engagements

"Im all for incentives but when its this extreme the temptation for dishonesty is too great. @gnoble79 musk is a master of selling equity - how many rounds at spacex XAI and now more Tesla issuance @gnoble79 musk is a master of selling equity - how many rounds at spacex XAI and now more Tesla issuance"
X Link 2025-09-05T22:51Z [----] followers, [---] engagements

"@TZeifang @Hedgeye Also those [--] stocks were not reporting GAAP back then"
X Link 2025-09-24T21:07Z [----] followers, [--] engagements

"All for the Fam baby What is The HAM It was built for The Hedgeye Fam RPK @RPKent and Sam The HAM Man welcome aboard @SamofAmerica https://t.co/wUA6tt6bGx What is The HAM It was built for The Hedgeye Fam RPK @RPKent and Sam The HAM Man welcome aboard @SamofAmerica https://t.co/wUA6tt6bGx"
X Link 2025-09-26T12:04Z [----] followers, [----] engagements

"Listen to this man People still can't wrap their heads around how short supply the market is today given current and emerging AI use cases. $META Zuck literally told us they are spending $600B through [----] and on a podcast said (I paraphrase). "If they end up wasting $200B on CapEx that People still can't wrap their heads around how short supply the market is today given current and emerging AI use cases. $META Zuck literally told us they are spending $600B through [----] and on a podcast said (I paraphrase). "If they end up wasting $200B on CapEx that"
X Link 2025-10-01T16:57Z [----] followers, [---] engagements

"Please everyone: If you are buying the individual stocks - Position size - these are riskier energy names Stops - be disciplined on this; limit your downside @KeithMcCullough @Hedgeye teaches this every day"
X Link 2025-10-01T17:57Z [----] followers, 15.5K engagements

"Impressive - congratulations Happy 4th Birthday $PINK PINK is the only ETF that donates the net-fees and PM's compensation to a great cause: the @SusanGKomen foundation for Breast Cancer. $PINK is a diversified ETF that focuses on Healthcare. Invest for the CURE Thank you @SimplifyAsstMgt Thank you https://t.co/den4k1biId Happy 4th Birthday $PINK PINK is the only ETF that donates the net-fees and PM's compensation to a great cause: the @SusanGKomen foundation for Breast Cancer. $PINK is a diversified ETF that focuses on Healthcare. Invest for the CURE Thank you @SimplifyAsstMgt Thank you"
X Link 2025-10-08T20:55Z [----] followers, [---] engagements

"Folks - Keep it simplereally. This game is hard enough Market Structure remains Risk On @t1alpha https://t.co/K0awwOrEFI Market Structure remains Risk On @t1alpha https://t.co/K0awwOrEFI"
X Link 2025-10-10T10:29Z [----] followers, [----] engagements

"Some thoughts that may be helpful on a day like today: [--]. Lets stay calm. [--]. As with other VIX transitions we have a process to manage this however long it lasts. [--]. Follow the process and keep the emotions at bay. Follow @Hedgeye for process and signal cues. No one does it better"
X Link 2025-10-10T19:08Z [----] followers, 11.4K engagements

"The truth Macro Tourists feel. Hedgeye executes. The games hard enough when you have the process. Without it Youre guessing. 🎯 Macro Tourists feel. Hedgeye executes. The games hard enough when you have the process. Without it Youre guessing. 🎯"
X Link 2025-10-14T00:48Z [----] followers, [---] engagements

"Interesting time that Howard Marks one of the best distressed debt investors ever just sold out"
X Link 2025-10-17T20:28Z [----] followers, [----] engagements

"Should be a great call Guess who loves some $AAPL After [--] months of primary research the stars should line up again for $AAPL. Call on Friday After [--] months of primary research the stars should line up again for $AAPL. Call on Friday"
X Link 2025-10-21T21:48Z [----] followers, [----] engagements

"Learning from the Master @SamofAmerica Starting to chirp people just like the Mucker @KeithMcCullough that didnt take long 🤣 @SamofAmerica Starting to chirp people just like the Mucker @KeithMcCullough that didnt take long 🤣"
X Link 2025-10-22T00:31Z [----] followers, [---] engagements

"We dont know each other. If you have a question or a thought ask or share it respectfully. Otherwise people wont take you seriously. Learn some manners. @SamofAmerica The signal crushed your ass today Why I always question Keith @SamofAmerica The signal crushed your ass today Why I always question Keith"
X Link 2025-10-29T23:57Z [----] followers, [---] engagements

"One number from $AMZN changed the whole AI narrative"
X Link 2025-10-30T21:14Z [----] followers, [---] engagements

"We are coming The HAM @dsaleminvestor @SamofAmerica @RPKent https://t.co/KgwejDqsEU The HAM @dsaleminvestor @SamofAmerica @RPKent https://t.co/KgwejDqsEU"
X Link 2025-11-01T17:23Z [----] followers, [----] engagements

"Ackman has no shame Bill Ackman's character limit has been redistributed under socialism Bill Ackman's character limit has been redistributed under socialism"
X Link 2025-11-05T16:32Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing