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@HedgeyeChips "Now $MSFT is getting involved with NScale per Bloomberg Trend goes: 1) $NVDA invests and takes a stake; then 2) $MSFT gets involved Happened with $NBIS (backwards order with $CRWV)"
X Link @HedgeyeChips 2025-10-14T15:41Z XXX followers, XXX engagements

"This morning on @hedgeye's The Call I discussed our $CAMT Short which we moved to our Best Idea Short list. See below for Global Tech's thoughts"
X Link @HedgeyeChips 2025-08-22T15:34Z XXX followers, 5483 engagements

"$AVGO up +11%. Is the AI trade back on"
X Link @HedgeyeChips 2025-10-13T13:15Z XXX followers, XXX engagements

"I shared this on Friday. Bit of a delayed reaction lol $TSM $INTC"
X Link @HedgeyeChips 2025-09-29T12:13Z XXX followers, XXX engagements

"We may not always get the play we want (and will own when we don't) but happy to say a lot of our calls in the past few months have done what we wanted + more And whatever we miss we make it into a learning opportunity. That's how you grow and get better🤝"
X Link @HedgeyeChips 2025-10-02T18:55Z XXX followers, XXX engagements

"Meituan $MPNGY is now in the US via its Peppr point-of-sale marketing suite with US restaurants. This is a direct challenger to $TOST and Square via $XYZ though regulation risk may hang over the company's planned expansion"
X Link @HedgeyeChips 2025-10-10T12:08Z XXX followers, 1708 engagements