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@HedgeMind Avatar @HedgeMind HedgeMind

Hedge funds are increasing their stakes in various tech stocks, with companies like $ORCL, $META, and $AMZN seeing significant investment. Some notable stocks that have gained attention from hedge funds include $CRWV, $RDDT, and $RKLB, which are attracting strong net institutional inflows. Additionally, certain "dotcom survivors" like $CIEN and $GLW are emerging as AI-age winners.

Engagements: XXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% social networks XXXX% vc firms XXXX% automotive brands XXXX%

Social topic influence at least 19.44%, stocks 16.67%, point72 #6, $100k #273, $nvda #1492, $app #18, $rbrk 5.56%, bullish #1279, ibm #159, $297m XXXX%

Top accounts mentioned or mentioned by @davel452 @yahoofinance @paxtrader777 @cordovatrades @stockstormx @observationdesk @notjanetyellen7

Top assets mentioned NVIDIA Corp. (NVDA) Applovin Corporation (APP) Rubrik, Inc. (RBRK) IBM (IBM) Rocket Lab USA, Inc. Common Stock (RKLB) Amphenol Corporation (APH) CoreWeave, Inc. (CRWV) Astera Labs, Inc. Common Stock (ALAB) Reddit, Inc. (RDDT) SoundHound AI, Inc. Class A Common Stock (SOUN) Upstart Holdings, Inc. Common stock (UPST) Palantir (PLTR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Clearwater Analytics Holdings, Inc. (CWAN) Lumentum Holdings Inc. Common Stock (LITE) Roblox, Corp. (RBLX) SPDR S&P XXX ETF Trust (SPY) Confluent, Inc. Class A Common Stock (CFLT) Klaviyo, Inc. (KVYO) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) GitLab Inc. Class A Common Stock (GTLB) UiPath, Inc. (PATH) Netflix Inc (NFLX) Intuitive Surgical, Inc. (ISRG) GE Vernova Inc. (GEV) Vertiv Holdings Co (VRT) QuantumScape Corporation (QS) Lam Research Corporation (LRCX) Intel Corporation (INTC) Texas Instruments (TXN) Tesla, Inc. (TSLA) SAP SE (SAP) Mobileye Global Inc. Class A Common Stock (MBLY) Coursera, Inc. (COUR) Freeport-McMoRan Inc (FCX) Coca-Cola Co (KO) Kinder Morgan Inc (KMI) Newmont Corporation (NEM) American Airlines Group Inc (AAL) General Electric Company (GE) Cleveland-Cliffs, Inc. (CLF) AGNC Investment Corp. Common Stock (AGNC) CENTURY COMMUNITIES, INC. (CCS) Elevance Health Inc (ELV) Limitus (LMT) Nextracker Inc. Class A Common Stock (NXT) Philip Morris International Inc. (PM) Basilisk (BSX) Capital One Financial Corp. (COF) Alaska Air Group, Inc. (ALK) Raytheon Technologies Corp (RTX) Heroes of NFT (HON)

Top Social Posts

Top posts by engagements in the last XX hours

"$NVDA High-Conviction Buyers at $175$185 🚀 Who among top hedge funds arent afraid to buy $NVDA at current price levels ➣David Tepper (Appaloosa) raised his stake to 1.9M shares making $NVDA his 4th largest holding. ➣Steve Cohen (Point72) lifted his stake to 7.24M shares now his #1 stock. ➣Dan Loeb (Third Point) increased his position to 2.85M shares his 4th largest holding. All three are high-conviction buyers who added more shares around the $XXX average in Q3 showing that price matters less when conviction runs high. 💡 Our core belief: You dont need to predict the market you just need to"
X Link 2025-11-29T21:58Z 75.6K followers, 60K engagements

"$RBRK Top Hedge Funds Turn Bullish Several top-performing HM500 hedge funds became significant buyers of $RBRK in Q3. Notable new or increased buyers include: ➣Zach Schreiber PointState Capital (Druckenmiller seeded the fund) ➣Steve Cohen Point72 ➣Gavin Baker Atreides $RBRK surged 16%+ to $XX in after hour trading landing right in the middle of the $74$98 range where top hedge funds established their positions. 📊 A notable alignment of hedge fund conviction and price action. Learn more:"
X Link 2025-12-05T00:19Z 75.6K followers, 8411 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%"
X Link 2023-12-30T00:36Z 75.6K followers, 63.5K engagements

"$CFLT Steve Cohens Point72 Just Cannot Be Wrong As we highlighted back in June Point72 accumulated more than X% ownership of $CFLT a bold high-conviction bet. Today we know why. IBM announced it is acquiring Confluent in an $11B deal instantly validating Point72s aggressive positioning. Now its clear why the fund loaded up when it did. Sometimes the biggest opportunities are right in plain sight"
X Link 2025-12-09T04:33Z 75.6K followers, 16.2K engagements

"$KVYO Q3 2025 earnings results: Revenue: $311M (32% y/y) Gross profit: $234.7M Gross margin: XX% Free cash flow: $47.1M Total customers: 183K (17% y/y) - Customers with $50K+ ARR: 3563 (36% y/y) Q4 2025 Outlook: Expect Revenue to be at least $331M (23% y/y) Earnings Presentation:"
X Link 2025-11-06T00:37Z 75.6K followers, 11.2K engagements

"$CRDO Q3 2025 (Q2 FY26) earnings results: Total revenue: $268M (272% y/y) +20.2% q/q Gross Booking Value (GBV): $B (%y/y) Nights & Experience Booked: $M (% y/y) Gross profit: $181M (298% y/y) Gross margin: XXXX% Net income: $82.6M Another quarter of outstanding revs growth Q4 2025 (Q3 FY26) Outlook: Expect total revs to be at least $335M (148% y/y) $CRDO rose 10%+ to a record high of $XXXXX today"
X Link 2025-12-02T20:49Z 75.6K followers, 6833 engagements

"$GTLB Q3 FY26 earnings results: Total revenue: $244.4M (25% y/y) Subscription revs: $223M (27% y/y) License revs: $21M (0% y/y) Gross profit: $212M (22% y/y) Gross margin: XX% Customers w/ $5K+ ARR: 10475 (10% y/y) Customers w/ $100K+ ARR: 1405 (23% y/y) Q4 FY26 Outlook: Expect total revs to be at least $251M (19% y/y)"
X Link 2025-12-02T23:57Z 75.6K followers, 4504 engagements

"$PATH Steve Cohen Was the Top New Buyer in Q3 Steve Cohens Point72 loaded up 2.46M shares of $PATH during Q3 when the stock was trading around $XX. After todays earnings beat $PATH jumped to as high as $XX in after-hours trading. If the move holds Point72 is looking at a XX% gain on this new position by tomorrow. A win is a win Learn how other hedge funds did:"
X Link 2025-12-04T00:35Z 75.6K followers, 12.8K engagements

"$RBRK Q3 FY26 earnings results: Total revenue: $350.2M (48% y/y) Subscription revenue: $336M (52% y/y) Maintenance and other revs: $13.8M (1% y/y) Gross profit: $282M (57% y/y) Gross margin: XX% Customers w/ Subscription $100K+ ARR: 2638 (27% y/y) Q4 FY26 Outlook: Expect total revs to be at least $341M (32% y/y) Earnings Presentation:"
X Link 2025-12-04T23:07Z 75.6K followers, 6097 engagements

"Tech earnings we'll be watching for the week of October XX 2025 Tue 10/21 Ticker High-conviction hedge fund holder $NFLX Whale Rock $ISRG Sands Capital $TXN Wed 10/22 $TSLA Strategy Capital $GEV** Tiger Global $APH** Alkeon $VRT** Atika Capital $IBM $QS $SAP Night Owl $LRCX Thur 10/23 $INTC David Tepper $MBLY** $COUR **Companies to report before the market open (BMO)"
X Link 2025-10-20T15:30Z 75.6K followers, 35K engagements

"Some of the smartest investors with front-row seats in AI innovation public & private share their best insights here. Investors: Chase Coleman Tiger Global Brad Gerstner Altimeter Andrew Homan Maverick Josh Wolfe Lux Stocks and Startups mentioned NVDA OpenAI vs Anthropic MSFT META vs GOOGL Anduril $50B IPO potential AI Layer Cake AI Bubble XX minutes worth every second 👇🏼"
X Link 2025-10-20T18:47Z 75.6K followers, 33.1K engagements

"High-Growth Tech Stocks (30%+ revs growth y/y) Quarterly revenue growth as of 25Q3: Ticker Revs Growth (y/y) $NBIS XXX% $CRWV XXX% $ALAB XXX% $HOOD XXX% $CWAN XX% $APP XX% $RDDT XX% $SOUN XX% $UPST XX% $NVDA XX% $PLTR XX% $LITE XX% $BE XX% $CVNA XX% $APH XX% $DLO XX% $RBLX XX% $RKLB XX% $SITM XX% $PTC XX% $CYBR XX% $DUOL XX% $MELI XX% $SE XX% $FIG XX% $SOFI XX% $AMD XX% $ARM XX% $AFRM XX% $PAY XX% $UI XX% $COHU XX% $ALKT XX% $KVYO XX% $SHOP XX% $AMBA XX% $TSM XX% Some growth stocks $MRVL $MU $IOT $CRD $RBRK $SNOW are yet to report Q3 earnings results 📊 Tracking high-growth leaders helps"
X Link 2025-11-29T01:21Z 75.6K followers, 55.5K engagements

"$IOT Q3 FY26 earnings results: Total revenue: $416M (29% y/y) Gross profit: $319M (30% y/y) Gross margin: XX% Customers w/ $100K+ ARR: 2990 (36% y/y) Q4 FY26 Outlook: Expect total revenue to be at least $421M (22% y/y) Earnings Presentation:"
X Link 2025-12-04T23:42Z 75.6K followers, 4068 engagements

"$DOCU What Is Druckenmiller Seeing That Others Arent Stanley Druckenmiller has been steadily increasing his $DOCU position for three consecutive quarters. $DOCU is now his 8th largest holding clearly a high-conviction bet within his portfolio. 👇🏼 While the broader market may not be impressed Druckenmillers continued buying suggests he sees a different outcome than the consensus. When a legendary investor commits this consistently the question becomes: What if hes right $DOCU may be a stock worth watching closely"
X Link 2025-12-06T23:44Z 75.6K followers, 83.9K engagements

"$APP just closed a new all-time high. Institutional ownership jumped +21% in Q3.🔥 You dont see conviction like that very often"
X Link 2025-12-09T23:43Z 75.6K followers, 10.6K engagements

"$RBLX Approaching a Key Level With Strong Growth Behind It $RBLX one of the 30%+ revenue growers has rebounded from recent lows and is now testing its 200-day moving average a critical price level. Todays close at $XX sits just below the Q3 low of $XXX offering investors a chance to buy shares at prices below what several top-performing hedge funds paid in Q3 including: ➣Whale Rock ➣RenTech ➣PointState Capital 📊 A notable setup when strong fundamentals meet potential entry points aligned with top institutional buyers"
X Link 2025-12-10T00:14Z 75.6K followers, 9500 engagements

"$NTSK Q3 FY26 earnings results: Total revenue: $184M (33% y/y) ARR: $754M (34% y/y) Gross profit: $106.6M (16% y/y) Gross margin: XX% Customers with $100K+ ARR: 1444 (24% y/y) Q4 FY26 Outlook: Expect total revs to be at least $188M (27% y/y) Earnings Presentation:"
X Link 2025-12-12T00:58Z 75.6K followers, 7179 engagements