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@HedgeyeTech
"$TSM MISSED on their Q3 capex - how are semicaps up"
X Link @HedgeyeTech 2025-10-16T14:07Z 15.1K followers, 1701 engagements
"My weekend lightning note is out - this week's tickers - $PDD $JD $BABA $BIDU #Douyin $MNSO $EDU $DIDIY $ZH $NTES $TCEHY #Tiktok"
X Link @HedgeyeTech 2023-02-26T18:17Z 15.1K followers, 3206 engagements
"Semis soaring on the $AMD / $OpenAI investment . AMD pulled a page from the $NVDA playbook"
X Link @HedgeyeTech 2025-10-06T11:39Z 15.1K followers, 2884 engagements
"I just arrived in San Jose for #OCP but realized my good-reviewed hotel just turned into a homeless shelter.so Im homeless for tonight🙂"
X Link @HedgeyeTech 2025-10-13T14:47Z 15.1K followers, 2576 engagements
"We continue to pare back our monster AI winners. Latest being $VRT. The upside is very limited and we disclosed a key hurdle that may keep investors on edge"
X Link @HedgeyeTech 2025-10-08T12:23Z 15.1K followers, 11.4K engagements
"Meituan profits ONLY fell XX% YoY; EBITDA down 82%; first revenue miss ever. We went through all the pain records in a client note this morning. XX% buy ratings from the XX analysts. We're Short. $MPNGY #alpha"
X Link @HedgeyeTech 2025-08-27T12:59Z 15.1K followers, 14.6K engagements
"$BIDU is quite possibly the most boring tech stock in the world"
X Link @HedgeyeTech 2025-08-20T23:46Z 15.1K followers, 10.6K engagements
"Getting ready for packed #OCPSummit25 keynotes : $MSFT $GOOGL $NVDA $ORCL $AMD #Crusoe $SMCI"
X Link @HedgeyeTech 2025-10-13T22:55Z 15.1K followers, 2147 engagements
"$INTC new GPU (Crescent Island) with LPDDR5X sampling 2H 2026 - anyone care"
X Link @HedgeyeTech 2025-10-14T17:50Z 15.1K followers, 2410 engagements
"Even Alibaba $BABA involved in ESUN"
X Link @HedgeyeTech 2025-10-14T16:41Z 15.1K followers, 3189 engagements
"We pitched our $SE Short at the Top ($196) on Sept 10/11. More risks are popping up for the company heading into 2026. #alpha"
X Link @HedgeyeTech 2025-10-16T15:15Z 15.1K followers, 10.7K engagements
"Why is Wal-Mart selling this for $21600 Who is the customer"
X Link @HedgeyeTech 2025-10-12T23:34Z 15.1K followers, 5377 engagements
"$SE has UNDERPERFORMED $QQQ by X% since our Short pitch. Do investors understand the risks heading into 2026"
X Link @HedgeyeTech 2025-09-23T13:47Z 15.1K followers, 24K engagements
"I'm believing to think Clickhouse $NBIS actually deserves its $7bn valuation"
X Link @HedgeyeTech 2025-10-10T13:14Z 15.1K followers, 8237 engagements
"ESUN diagram from $AVGO"
X Link @HedgeyeTech 2025-10-14T16:38Z 15.1K followers, 1371 engagements
"More bad news for Meituan. This time from Prosus. We're Short. $MPNGY"
X Link @HedgeyeTech 2025-07-31T00:17Z 15.1K followers, 3288 engagements