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@Hedgeye Avatar @Hedgeye Hedgeye

Hedgeye's CEO, Keith McCullough, emphasizes the importance of being nimble and flexible with investments, citing that assuming liquidity will always be available can be a costly mistake. He also highlights Hedgeye's unique approach to asset management, focusing on trust, accountability, and transparency. Additionally, Hedgeye's analysts are providing insights on various market trends, including the dominance of a few AI-fueled mega caps, the cannabis industry, and the impact of DRAM inventory collapse.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% countries XXXXX% cryptocurrencies #2552 technology brands XXXX%

Social topic influence fed #1239, ceo 9.09%, ethereum #291, $wrby #26, bank 6.82%, environment 4.55%, inflation 4.55%, $nbis 4.55%, bullish #1773, $vix #12

Top accounts mentioned or mentioned by @keithmccullough @hedgeyeretail @dougkass @orangeman1992 @hedgeyeindstrls @aleabitoreddit @rpkent @civisxxi @dimartinobooth @hedgeyeretailap @hedgeyehc @hedgeyegll @hedgeyeeevans @hedgeyestaples @hedgeyetech @hedgeyedc @hedgeyefig @hedgeyecomm @t1alpha @mrderivatives

Top assets mentioned Ethereum (ETH) Warby Parker Inc. (WRBY) Nebius Group N.V. Class A Ordinary Shares (NBIS) Vixco (VIX) Bank of America (BAC) iShares Ethereum Trust (ETHA) BlackRock Inc (BLK) Tapestry, Inc. (TPR) Verizon Communications Inc. (VZ) Unilever plc (UL) Helen Of Troy Ltd (HELE) Zions Bancorporation, NA. (ZION) Wat (WAT) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Bitcoin (BTC) SPX6900 (SPX)

Top Social Posts

Top posts by engagements in the last XX hours

"BlackRock filed Monday to launch the iShares Ethereum Staking Trust $ETHB which would provide yield from staking to investors. If approved the trust would let investors access Ethereums yield-generating mechanism without having to stake tokens themselves. Staking is how Ethereum secures its network. When you stake $ETH you lock it up to help validate transactions and in return you earn yield. Normally investors would need to stake their own ETH run validators or rely on a third-party service. This trust would do all of that behind the scenes and simply deliver the yield back to shareholders."
X Link 2025-12-10T13:48Z 213K followers, 3424 engagements

"Ethereum climbed to just shy of $3400 rallying +6.8% over the past XX hours. Its TREND also flipped in our Crypto Trend Tracker product. Those gains significantly outpaced bitcoins +1.9% advance"
X Link 2025-12-10T13:48Z 213K followers, 2751 engagements

"🚨 OPEN LETTER to The Fed: Every Hardworking American Wondering What Went Wrong via Danielle @DiMartinoBooth"
X Link 2025-12-10T15:38Z 213K followers, 35.4K engagements

"McGough: Tapestry Can Get More Expensive 🔊 Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September 2024 when he went long around $XX. Today its trading near $XXX nearly 3x higher 🚀 Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad X macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for XX% earnings growth"
X Link 2025-10-21T19:24Z 212.9K followers, 5866 engagements

"Gold's Meteoric Rise Coincided With The Fed's Jackson Hole Event"
X Link 2025-11-14T16:21Z 212.9K followers, 166.9K engagements

"Verizon $VZ is reducing its workforce by 13000 employees. CEO Dan Schulman says "change is necessary""
X Link 2025-11-20T14:08Z 212.9K followers, 5851 engagements

"This Week's Events @Hedgeye Dec 8: @Hedgeye_Staples $TMICC Spin Off from $UL Dec 9: @HedgeyeGLL Cruisers Wave Report Early Season Reads Dec 9: @HedgeyeRetail $WRBY Best Idea Long Dec 10: @HedgeyeTech Data Center Update + $NBIS New Short Dec 10: @HedgeyeGLL U.S. Online Gaming Speaker w/Yield Sec CEO Ismail Vali Dec 10: @HedgeyeDC & @HedgeyeENERGY are hosting Speaker Scott Smitson & Shift in Policy towards Latin America Dec 11: @HedgeyeFIG Outlook on Public/Private Credit Dec 11: @HedgeyeIndstrls Transports w/Craig Fuller $KNX $JBHT $SNDR $ODFL $SAIA $UPS Dec 11: @HedgeyeComm $NFLX Long; $NFLX"
X Link 2025-12-08T14:46Z 212.9K followers, 6163 engagements

"This one is going on the McGough hall of fame. He first introduced his Bullish thesis on The Pitch and now the full presentation is coming tomorrow. $WRBY"
X Link 2025-12-09T01:22Z 212.9K followers, 9577 engagements

"Arianna @HedgeyeRetailAP hammering Short on Helen of Troy $HELE down -XXXX% in pre-market 🔴"
X Link 2025-10-09T12:28Z 212.9K followers, 5537 engagements

"At last week's Fed Community Bank Conference Blackstone CEO said: "What can go wrong Not much except fraud." Today Regional Banks $KRE sank XXX% on news that Zions Bancorp $ZION and Western Alliance Bancorp $WAT said they were victims of fraud. Crazy coincidence"
X Link 2025-10-16T20:28Z 212.9K followers, 211.2K engagements

"TRUMP: I have just approved of TINY CARS to be built in America"
X Link 2025-12-05T16:00Z 212.9K followers, 8326 engagements

"CALL INVITE - Adding Tactical Short $NBIS; Growing $MSFT Risk You don't want to miss this one"
X Link 2025-12-05T16:26Z 213K followers, 104.4K engagements

"BREAKING: The $VIX just closed at a 2-month low"
X Link 2025-12-05T21:19Z 212.9K followers, 7142 engagements

"The Fed loves talking about inflation slowing. You know what they wont talk about CUMULATIVE inflation how much purchasing power youve actually lost. Hard decades looked like this: 1940s: +4.86% 1970s: +7.25% 1980s: +5.82% These are remembered as hard economically times for people trying to make ends meet. Now The 2020s are already averaging +4.27% putting this right in line with those earlier high-inflation periods. Since January 2020 prices are up 23.36%. That means your dollar is now worth only XX cents compared to the start of the pandemic. If the preferred method of addressing the"
X Link 2025-12-08T14:31Z 213K followers, 19.1K engagements

"CALL INVITE - $WRBY 5-Year 10-Bagger That Starts In 2026 Join Hedgeye Retail analyst Brian McGough @HedgeyeRetail on Tuesday December 9th @ 12:30pm ET for a deep dive on a name Brian believes is setting up as the #1 Retail Stock to Own into 2026"
X Link 2025-12-08T18:47Z 213K followers, 7267 engagements

"Bank of America Merrill Lynch to endorse a 1%-4% allocation to digital assets for their clients"
X Link 2025-12-09T13:43Z 212.9K followers, 10.9K engagements

"Old Wall literally copied the Hedgeye Asset Allocation Model. We've treated Digital Assets as commodities for years. That means 1%-4%. At this point it's actually quite laughable"
X Link 2025-12-09T13:54Z 212.9K followers, 5286 engagements

"Congrats Jensen on $NVDA going back to Bullish TRADE and TREND LOL"
X Link 2025-12-09T16:04Z 212.9K followers, 29.6K engagements

"Calling BS on the Hawkish Cut Narrative 🔊 Hedgeye CEO @KeithMcCullough called bullsh*t on mainstream financial media headlines framing the expected Fed rate cut as a hawkish cut in this clip from The Call @ Hedgeye. For months our subscribers have been properly positioned for the current (and upcoming) interest rate environment. Were the only firm when rate-cut expectations dropped to XX% that said it should be closer to XXX% that theres going to be a rate cut never mind a hawkish cut McCullough says. Just front-run it. Take advantage of it. Stay ahead of the MSM noise by subscribing to The"
X Link 2025-12-09T20:35Z 213K followers, 8642 engagements

"Its time for a leadership change. Waiting for President Trump to force the stripping of the Feds independence is not an option. Make the Federal Reserve good for America and well no longer be Fed Up. @DiMartinoBooth"
X Link 2025-12-10T18:11Z 212.9K followers, 6313 engagements

"It's not "low volatility" it's "catalyst free volatility." @t1alpha"
X Link 2025-12-10T18:14Z 213K followers, 3677 engagements

"@Mr_Derivatives"
X Link 2025-12-10T20:26Z 212.9K followers, 1048 engagements

"This is not Bitcoin Ethereum or even a meme coin its the $VIX making fresh Cycle Lows"
X Link 2025-12-11T22:22Z 213K followers, 14.2K engagements

"BREAKING: President Trump launches Gold Card and Platinum Card program. Trump Gold Card: "For a processing fee and after DHS vetting a $X million contribution receive US residency in record time with the Trump Gold Card." Trump Platinum Card: "For a processing fee and after DHS vetting a $X million contribution you will have the ability to spend up to XXX days in the United States without being subject to US taxes on non-US income." The front page of the website reads: Unlock life in America. American citizenship is nowfor sale"
X Link 2025-12-10T20:09Z 213K followers, 6133 engagements

"New listings of U.S. homes for sale fell XXX% YoY the biggest decline in over two years per Redfin Pending sales are down XXX% showing retreat on both sides of the market but sellers especially. The median home now takes XX days to go under contract roughly a week longer than a year ago. And even though mortgage rates have fallen to XXXX% (30-year) and XXXX% (15-year) theyre still far above the X% rates millions of homeowners locked in during 20202021. This creates the lock-in effect keeping homeowners from listing since moving would mean doubling or tripling their mortgage costs. Supply"
X Link 2025-12-11T13:41Z 213K followers, 4117 engagements

"More than XX% of the FOMC dates this year have seen larger $SPX moves the following day averaging roughly XX to XX basis points larger. Moves tend to show up on the day AFTER the FOMC meeting rather than on the day itself. @t1alpha"
X Link 2025-12-11T14:17Z 213K followers, 3862 engagements

"@Mr_Derivatives W seor heisenberg"
X Link 2025-12-12T04:30Z 213K followers, XXX engagements