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@HedgeMind "Tech earnings we'll be watching for the week of Jul. XX 2025 (Before the market open BMO): Mon 7/28 Ticker & Notable holder $CLS Whale Rock Tue 7/29 $SPOT Coatue $SOFI** RenTech $PYPL** Glenview $QRVO Starboard $STX Sachem $EA Point72 Wed 7/30 $VRT** Cooperman $META Viking Global $MSFT Tiger Global $ARM Altimeter $HOOD Altimeter $APLD Honeycomb $CFLT Altimeter $CVNA Lone Pine $QCOM Viking Global $WDC Slate Path $PI Whale Rock Thur 7/31 $RBLX** Atreides $AAPL Rokos Capital $AMZN Soroban Capital $NET Soros Fund $ROKU Duquesne Family Office $MSTR Moore Capital $COIN RenTech $RDDT D1 Capital"
@HedgeMind Avatar @HedgeMind on X 2025-07-26 19:21:19 UTC 75.1K followers, 4848 engagements

"$GOOGL Q2 Earnings Recap: Total revenue: $96.43B (+14% y/y) - Google Cloud revs: $13.6B (+32% y/y) - Google Services revs: $82.5B )+12% y/y) Operating income: $31.27B (+32% y/y) Net income: $28.2B (+22% y/y) Earnings Slides:"
@HedgeMind Avatar @HedgeMind on X 2025-07-23 23:32:18 UTC 75.1K followers, 4802 engagements

"$JOBY is the top gainer among Stanley Druckenmillers holdings up XXX% since Q1.πŸ‘‡πŸΌ Top X performers so far: $JOBY +131% $PCT +118% $STX +75% $VRNA +65% $FLEX +56% Other 40%+ gainers include: $CPNG $COHR $TSM Overall XX% of his portfolio is showing positive returns significantly higher than his average hit rate of 68%. #Best2Follow"
@HedgeMind Avatar @HedgeMind on X 2025-07-16 21:54:32 UTC 75.1K followers, 19.1K engagements

"$TSM Q2 earnings results:πŸ‘‡πŸΌ Total revs up XXXX% y/y to $30B up XXXX% q/q revs growth accelerating. Gross margin was XXXX% +5.4 ppts y/y Net income up XXXX% y/y Expect Q3 revs to be min $31.6B up XX% y/y $TSM closed up XXXX% to $XXXXX a new record high today. Investor Presentation:"
@HedgeMind Avatar @HedgeMind on X 2025-07-17 23:29:11 UTC 75.1K followers, 8615 engagements

"#13F Watch Q2 Update (as of July 25) Over 2370 institutions (29%) including XX hedge funds have filed Q2 holdings. Early data highlights several growth stocks attracting strong net institutional buying (100+ holders): $RDDT $ARM $NET $ZS $DASH $SHOP $UBER $TWLO $INTC $SOFI Track latest #13F filings to stay ahead of the crowds:"
@HedgeMind Avatar @HedgeMind on X 2025-07-26 19:57:36 UTC 75.1K followers, 15.2K engagements

"5 winners hedge funds have shown strong bullish sentiment: πŸ”₯ $CAR +71% since 5/15 after Q1 13F filings: πŸ“ˆ $CLS +43% πŸš€ $STX +39% πŸ”Ό $FN +32% πŸ“Š $MU +28% You couldve caught them too if you knew where to look. πŸ‘‰ We publish a fresh Stocks Rated Accumulate list each quarter after 13F filings wrap. It highlights the most bullish stocks where hedge funds are putting significant new money to work ideal for investors looking for high-conviction ideas. #SRA"
@HedgeMind Avatar @HedgeMind on X 2025-07-05 20:35:10 UTC 75.1K followers, 12.2K engagements

"#13F Watch Q2 Update (as of July 18) Over 1480 institutions (18%) including XX hedge funds have filed Q2 holdings. Filings to date show $UBER continues to attract strong institutional interest +20% QoQ in shares held. Other growth stocks with strong net institutional buying (100+ holders): $DASH See top institutional buyers πŸ‘‡πŸΌ $ZS $TWLO $NET Track latest #13F filings to stay ahead of the crowds:"
@HedgeMind Avatar @HedgeMind on X 2025-07-20 22:48:44 UTC 75.1K followers, 11.5K engagements

"$RKLB Steve Cohen's Point72 was top new buyer among hedge funds. His new position is now at a new all time high today"
@HedgeMind Avatar @HedgeMind on X 2025-07-14 19:51:06 UTC 75.1K followers, 12K engagements

"$AVGO David Tepper initiated a new position in Q1 his third time holding the stock. He exited both previous positions with gains and his latest trade is already up 20%+ likely setting up another win. Tepper wasnt alone. Steve Cohens Point72 and Chase Colemans Tiger Global also added to their existing positions in Q1. πŸ‘‡πŸΌ Open access for more insights at:"
@HedgeMind Avatar @HedgeMind on X 2025-06-06 20:22:25 UTC 75.1K followers, 8211 engagements

"Steve Cohens Point72 made an opportunistic move into growth tech in Q1 allocating $2B+ across XX key positions. These stocks represent some of the funds largest new or increased allocations indicating conviction in the sectors upside: $META $MDB $AMD $CRDO $COHR $TSEM $PINS $AVGO $DDOG $APP Some of these ten stocks already up 30%+ QTD"
@HedgeMind Avatar @HedgeMind on X 2025-05-20 22:35:12 UTC 75.1K followers, 76.7K engagements

"$CART Instacart files to go public on Nasdaq. Q2 Earnings results ended 6/30: Revs up XXXX% y/y to $716M vs XX% revs growth in Q1 XXXX% revs growth in 22Q4. Margin was XXXX% Revs growth has decelerated dramatically since 22Q4. See S-1 #IPO"
@HedgeMind Avatar @HedgeMind on X 2023-08-28 14:29:00 UTC 75.1K followers, 20.4K engagements

"$COUR Q2 Earnings Results: Total revenue: $187.1M (+10% y/y) - Consumer revs was $122.8M (+10% y/y) - Enterprise revs was $64.3M (+10% y/y) Gross profit: $102.7M (+14% y/y) Registered learners: 183M (+18% y/y) Paid enterprise customers: 1686 (+12% y/y) Expect Q3 revs to be min $188M +6.75% y/y Positive: Raised full year 2025 revs outlook by $17M to min $738M. Shareholder Letter:"
@HedgeMind Avatar @HedgeMind on X 2025-07-24 20:42:25 UTC 75.1K followers, 5065 engagements

"High-growth stocks that havent fully joined the market rally yet: Ticker % off 52Wk High $ALAB XX% $RDDT XX% $KVYO XX% $DUOL XX% $APP XX% These are the ones to watch closely once they catch momentum they could be your next big winners"
@HedgeMind Avatar @HedgeMind on X 2025-07-16 22:57:51 UTC 75.1K followers, 44.2K engagements

"3 best performing hedge funds in the 2023 based on our estimate: Strategy Capital: up XX% Keywise Capital: up XX% Crosslink Capital: up XX% Finished the year in the top XX performers: Alex Sacerodte's Whale Rock Capital: up XX% Brad Gerstner's Altimeter Capital: up XX% According to Yahoo finance data $QQQ +53.79% $SPY +24.29%"
@HedgeMind Avatar @HedgeMind on X 2023-12-30 00:36:39 UTC 75.1K followers, 63.4K engagements

"$RDDT Institutional Activity Q2 Snapshot XXX institutions (21% of total holders) have reported Q2 holdings so far collectively owning 1.5M+ shares. Among them: XX% initiated new positions averaging 15.2K+ shares above the 12.7K average across all holders XX% were existing holders who increased their positions averaging 17.7K shares Despite analyst concerns over user growth XX% of these early filers showed a bullish stance in Q2 ahead of its earnings report next Thursday 7/31. πŸ‘‡πŸΌ Track latest #13F filings"
@HedgeMind Avatar @HedgeMind on X 2025-07-26 20:33:39 UTC 75.1K followers, 6589 engagements

"$ALAB was one of todays top gainers closing up XXXXX% at $XXXXXX after receiving positive analyst commentary.πŸ‘‡πŸΌ Early #13F data shows strong institutional interest:πŸ”₯πŸ‘‡πŸΌ XX% of holders in Q2 were first-time buyers XX% of all institutional holders added shares The data points to growing institutional conviction in $ALAB. Track latest #13F filings:"
@HedgeMind Avatar @HedgeMind on X 2025-07-21 21:39:48 UTC 75.1K followers, 10.8K engagements

"$TSLA Q2 Earnings Recap: Total revenue: $25.5B (12% y/y) Automotive: $19.88B (16%) Energy: $3B+ (7%) Services & Other: $2.6B+ (17%) Gross profit: $4.58B (15% y/y) Gross margin: XXXX% Following the report $TSLA is down XXXX% in after-hours trading. Shareholder Deck:"
@HedgeMind Avatar @HedgeMind on X 2025-07-23 22:44:48 UTC 75.1K followers, 13.1K engagements

"$INTC Q2 earnings results: Revs $12.9B (flat y/y) - Client computing revs: $7.9B (-3% y/y) - Data center and AI revs: $3.9B (+4% y/y) Gross Margin: XXXX% (-7.9 ppts) Expect Q3 revs to be min $12.6B down X% y/y "The Intel Xeon 6776P processor currently serves as the host CPU for NVIDIA DGX B300 the companys latest generation of AI-accelerated systems." Earnings deck:"
@HedgeMind Avatar @HedgeMind on X 2025-07-24 22:23:30 UTC 75.1K followers, 12.7K engagements

"$NVDA Institutional Activity Q2 Snapshot So far 1400 institutions (27% of total holders) have reported Q2 holdings collectively owning 418M+ shares roughly XX% of shares outstanding. Among them: Over half were existing holders who added more shares XX institutions initiated new positions πŸ‘‡πŸΌ Notably XX% of these institutions hold $NVDA as a Top XX position a strong signal of high conviction in its long-term potential"
@HedgeMind Avatar @HedgeMind on X 2025-07-22 20:12:02 UTC 75.1K followers, 8163 engagements

"$ACRS Rock Springs Capital purchased shares around 10/14 increased its position by 566K to 2.21M or XXXX% of O/S as of today. Rock Springs is a $3.5B+ healthcare/biotech focused hedge fund. The fund's biggest catches include $IRTC $IMMU $MYOK $ACRS down XXXX% today"
@HedgeMind Avatar @HedgeMind on X 2020-10-26 22:29:46 UTC 75.1K followers, XX engagements

"Weekly update of #13D-G Filings: XX% of XXX filings reported in this week are new or increased positions. Here are tech & biotech stocks that institutional investors including hedge funds have acquired 5%+ ownership recently: $ZM $EVBG $CHNG $TLND $PTLA $PTCT $OMER"
@HedgeMind Avatar @HedgeMind on X 2020-05-08 22:21:36 UTC 75.1K followers, XX engagements

"$KVYO 25Q1 earnings results: Revs up XX% y/y to $279.8M Gross margin was XX% Total customers up XXXXX% y/y to 169K+ Customers w/ $50K+ ARR up XX% y/y to 3030 Expect 25Q2 revs to be min $276M up XX% y/y Investor Presentation"
@HedgeMind Avatar @HedgeMind on X 2025-05-06 23:19:41 UTC 75.1K followers, 19.3K engagements

"$CRWV Institutional Activity Q2 Snapshot XX% of institutions that have reported Q2 holdings are new buyers a strong signal of early interest. Worth noting: most institutions probably didnt have a chance to buy $CRWV in Q1 as it only went public on March XX leaving just X trading days before quarter-end. However a few large institutions did act quickly or received shares from IPO offering. Here are some that acquired significant shares in Q1 and have since caught the +224% gain since IPO:πŸ‘‡πŸΌ Magnetar FMR Nvidia Coatue Jane Street Blackstone Altimeter Alyeska Atreides"
@HedgeMind Avatar @HedgeMind on X 2025-07-22 22:39:31 UTC 75.1K followers, 8556 engagements

"$MDB Q4 earnings results: Total revs up XX% y/y to $548.4M - Subscription revs up XX% y/y to $531M - Services revenue up XX% y/y to $17.4M Gross profit was $399.4M XX% gross margin Full Year Fiscal 2025: Total revs up XX% y/y to $2.01B Expect 25Q1 total revs to be min $524M up XX% y/y $MDB down sharply to $XXX in a.h. trading after its earnings report"
@HedgeMind Avatar @HedgeMind on X 2025-03-05 21:30:31 UTC 75.1K followers, 24.9K engagements

"$CFLT Point72 Crosses X% Threshold Steve Cohens Point72 has disclosed a stake exceeding X% of shares outstanding in $CFLT today signaling growing conviction. Its #13G filing indicates At Least 280K+ shares were acquired over the past two days at an average price near $XX suggesting strategic accumulation near YTD lows. With the stock trading well below its 2023 highs Point72s move could reflect a valuation-driven bet or anticipation of a fundamental turnaround. More insights:"
@HedgeMind Avatar @HedgeMind on X 2025-06-24 23:43:02 UTC 75.1K followers, 24.3K engagements

"$CRDO delivers standout performance. Steve Cohens Point72 doubled its stake in Q1 reflecting strong conviction in the companys outlook.πŸ‘‡πŸΌ Todays Q4 FY25 results reinforced that view: Revenue up XXX% YoY XX% QoQ growth Point72 isnt alone hedge funds collectively increased their holdings by XX% QoQ signaling broad institutional confidence ahead of earnings. $CRDO is gaining serious traction among smart money investors. See chart showing that both hedge fund holders and shares held among then rose to record high.πŸ‘‡πŸΌπŸ”₯"
@HedgeMind Avatar @HedgeMind on X 2025-06-02 22:00:29 UTC 75.1K followers, 13.2K engagements

"$KVYO: Vanguard boosted its stake by +26.7% now holding 10.73M shares (10.15% ownership) as of 6/30. This is Vanguards largest increase in X quarters. πŸ‘‡πŸΌ The fund giant recently also added to: πŸ”Ή $DDOG πŸ”Ή $OS πŸ”Ή $SOUN More info:"
@HedgeMind Avatar @HedgeMind on X 2025-07-07 18:51:25 UTC 75.1K followers, 10.2K engagements

"$PCT was Stanley Druckenmillers top-performing stock in Q2 soaring 88%+. The hedge fund legend started with a small stake of 1.59M+ shares then doubled down to 3.36M+ shares. His Top X gainers since 3/31: πŸ”Ή $PCT +88% πŸ”Ή $STX +70% πŸ”Ή $JOBY +63% πŸ”Ή $FLEX +47% πŸ”Ή $VRNA +43% XX% of his XX holdings gained XX% or more a strong quarter by any measure.πŸ‘‡πŸΌ"
@HedgeMind Avatar @HedgeMind on X 2025-07-02 19:27:24 UTC 75.1K followers, 35K engagements

"$PLTR Institutional Activity Q2 Snapshot So far XXX institutions (29% of its total holders) have reported Q2 holdings collectively owning 25M+ shares. Among them: - Over XX% were existing holders who added more shares - XX% initiated new positionsπŸ‘‡πŸΌ Overall XX% of these early filers were buyers in Q2. Track latest #13F filings"
@HedgeMind Avatar @HedgeMind on X 2025-07-22 20:31:15 UTC 75.1K followers, 20.5K engagements

"$DASH closed at $XXXXXX a new 52Wk Hi today. YTD +48.98%. Institutional Activity Q2 Snapshot So far XXX institutions (25% of its total holders) have reported holding collectively owning 8.2M+ shares up XX% QoQ Among them: - Over XX% were existing holders who added more shares - XX% initiated new positions Overall XX% of them were buyers in Q2. Track latest #13F filings"
@HedgeMind Avatar @HedgeMind on X 2025-07-25 20:33:24 UTC 75.1K followers, 4911 engagements