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# ![@Hedgeye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::18719020.png) @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: XXXXX [#](/creator/twitter::18719020/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:interactions.svg)

- X Week XXXXXXX +47%
- X Month XXXXXXXXX +17%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::18719020/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::18719020/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:followers.svg)

- X Week XXXXXXX +0.18%
- X Month XXXXXXX +0.35%
- X Months XXXXXXX +2.20%
- X Year XXXXXXX +6.30%

### CreatorRank: XXXXXXX [#](/creator/twitter::18719020/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$hele](/topic/$hele) #8, [$btc](/topic/$btc) #788, [money](/topic/money) 6.06%, [bitcoin](/topic/bitcoin) #5364, [whales](/topic/whales) 3.03%, [cnbc](/topic/cnbc) 3.03%, [$nbis](/topic/$nbis) 3.03%, [$msft](/topic/$msft) 3.03%, [black friday](/topic/black-friday) 3.03%, [strong](/topic/strong) XXXX%

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@dougkass](/creator/undefined) [@civisxxi](/creator/undefined) [@rpkent](/creator/undefined) [@hedgeyehc](/creator/undefined) [@hedgeyeam](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@hedgeyeretailap](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@orangeman1992](/creator/undefined) [@mike_taylor1972](/creator/undefined) [@tryng2lookahead](/creator/undefined) [@eriksteiner8](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@hedgeyeretailjm](/creator/undefined) [@alexpezzoli](/creator/undefined) [@hedgeyestaples](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@hedgeyegll](/creator/undefined) [@howegeneration](/creator/undefined)

**Top assets mentioned**
[Helen Of Troy Ltd (HELE)](/topic/$hele) [Bitcoin (BTC)](/topic/$btc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [iShares BTC Trust (IBIT)](/topic/$ibit) [Vixco (VIX)](/topic/$vix)
### Top Social Posts
Top posts by engagements in the last XX hours

"Arianna @HedgeyeRetailAP hammering Short on Helen of Troy $HELE down -XXXX% in pre-market 🔴"  
[X Link](https://x.com/Hedgeye/status/1976263383897768016)  2025-10-09T12:28Z 212.7K followers, 5529 engagements


"CALL INVITE - Adding Tactical Short $NBIS; Growing $MSFT Risk You don't want to miss this one"  
[X Link](https://x.com/Hedgeye/status/1996979533082181776)  2025-12-05T16:26Z 212.7K followers, 99.2K engagements


"🚨 BLACK FRIDAY IS LIVE AT HEDGEYE These are best prices of the entire year. Existing subscribers: Upgrade your access at massive savings. Buy low on the research thats kept you ahead of markets. New to Hedgeye Start off strong with special introductory offers on our most popular research products. Get Your Deal Don't wait. These are available for a limited time"  
[X Link](https://x.com/Hedgeye/status/1994396264230772774)  2025-11-28T13:21Z 212.6K followers, 23.2K engagements


"Cartoon of the Day 😔 The preferred policy of the establishment is to expand the money supply in ways that inflate the value of financial and real assetspolicies that overwhelmingly benefit the wealthy who already own them while eroding the purchasing power of everyone else. The top slant of the K-shaped economy thrives on inflation. Rising asset values stronger business revenues and higher yields all compound to their benefitand they can pass that advantage down to their kids. For everyone else inflation is a squeeze"  
[X Link](https://x.com/Hedgeye/status/1996245414761115735)  2025-12-03T15:49Z 212.6K followers, 5754 engagements


""Signal Strength Stocks" provides investors with quant-driven stock picks directly from Hedgeye CEO @KeithMcCullough complete with analyst rankings that blend sector-level and fundamental analysis. Stocks enter or leave the list only when Keiths signal turns BULLISH or BEARISH giving you a disciplined repeatable process for idea generation. Each pick includes performance data tracked from the moment its added giving you full transparency into how every signal has played out. If you're interested in learning more click here:"  
[X Link](https://x.com/Hedgeye/status/1996662611560022182)  2025-12-04T19:27Z 212.6K followers, 6743 engagements


"This is spot on 😂 Also: Tom Lee is a charlatan"  
[X Link](https://x.com/Hedgeye/status/1992467829363556649)  2025-11-23T05:38Z 212.7K followers, 102K engagements


"Get our our Risk Range Signals ETF flows and daily commentary from our Crypto Team to manage your exposure with institutional-grade visibility. Try our Trend Tracker product FREE for XX days. No credit card required no strings attached. 🔗"  
[X Link](https://x.com/Hedgeye/status/1996939999426613728)  2025-12-05T13:49Z 212.7K followers, 3065 engagements


"HOLLYWOOD Netflix $NFLX to Acquire Warner Bros. $WBD for $XXXX billion"  
[X Link](https://x.com/Hedgeye/status/1996930610359669081)  2025-12-05T13:12Z 212.7K followers, 3880 engagements


"TRUMP: I have just approved of TINY CARS to be built in America"  
[X Link](https://x.com/Hedgeye/status/1996972849882366415)  2025-12-05T16:00Z 212.7K followers, 8140 engagements


"Looking For Shorts $HELE Destroys Capital 🔊 It can be challenging and risky to find shorts in a raging bull market like the one the U.S. has had since April. But as Hedgeye Retail analyst Arianna Petillo @HedgeyeRetailAP explains in this clip from The Call @ Hedgeye following the process will lead you to the right tickers like Helen of Troy $HELE. This isnt a company that can mitigate the tariff effects very well Petillo says. They can't take up prices. They are middle of the road. And in their guide they took down guidance for the year.they specifically called out that the consumer is"  
[X Link](https://x.com/Hedgeye/status/1976416503504486866)  2025-10-09T22:36Z 212.7K followers, 17.4K engagements


"🚨 Our $BTC ETF Flow Tracker has been lighting up red: Earlier this year Blackrock's $IBIT was the largest single channel for institutional inflows. Now its seeing its heaviest redemption cycle with more than $2.7B out over the past five weeks. Another $113M of outflows hit yesterday. Meanwhile coin VOLUME continues to decelerate in rate of change (RoC) terms"  
[X Link](https://x.com/Hedgeye/status/1996939995400073576)  2025-12-05T13:49Z 212.7K followers, 9751 engagements


"Congress keeps reaching for the wrong healthcare fix. Price transparency is bipartisan economically rational and desperately needed. As the data show for the young and healthy health insurance has effectively become a tax while cash prices for common procedures are often dramatically lower than the insurer-negotiated rates. Ending the employer mandate + enforcing transparency would amount to a real wage increase for 160M Americans. Emily Evans @HedgeyeEEvans broke it down with Josh Stevenson @ifihadastick on the Brownstone Journal. 🔗"  
[X Link](https://x.com/Hedgeye/status/1996946480632860713)  2025-12-05T14:15Z 212.7K followers, 8201 engagements


"BREAKING: The $VIX just closed at a 2-month low"  
[X Link](https://x.com/Hedgeye/status/1997053200881389869)  2025-12-05T21:19Z 212.7K followers, 6948 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +47%
  • X Month XXXXXXXXX +17%
  • X Months XXXXXXXXXX -XX%
  • X Year XXXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XXXX%
  • X Months XXX -XX%
  • X Year XXX -XX%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.18%
  • X Month XXXXXXX +0.35%
  • X Months XXXXXXX +2.20%
  • X Year XXXXXXX +6.30%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

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

Social topic influence $hele #8, $btc #788, money 6.06%, bitcoin #5364, whales 3.03%, cnbc 3.03%, $nbis 3.03%, $msft 3.03%, black friday 3.03%, strong XXXX%

Top accounts mentioned or mentioned by @keithmccullough @dougkass @civisxxi @rpkent @hedgeyehc @hedgeyeam @aleabitoreddit @hedgeyeretailap @hedgeyeretail @orangeman1992 @mike_taylor1972 @tryng2lookahead @eriksteiner8 @hedgeyerjm @hedgeyeretailjm @alexpezzoli @hedgeyestaples @hedgeyeindstrls @hedgeyegll @howegeneration

Top assets mentioned Helen Of Troy Ltd (HELE) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) iShares BTC Trust (IBIT) Vixco (VIX)

Top Social Posts

Top posts by engagements in the last XX hours

"Arianna @HedgeyeRetailAP hammering Short on Helen of Troy $HELE down -XXXX% in pre-market 🔴"
X Link 2025-10-09T12:28Z 212.7K followers, 5529 engagements

"CALL INVITE - Adding Tactical Short $NBIS; Growing $MSFT Risk You don't want to miss this one"
X Link 2025-12-05T16:26Z 212.7K followers, 99.2K engagements

"🚨 BLACK FRIDAY IS LIVE AT HEDGEYE These are best prices of the entire year. Existing subscribers: Upgrade your access at massive savings. Buy low on the research thats kept you ahead of markets. New to Hedgeye Start off strong with special introductory offers on our most popular research products. Get Your Deal Don't wait. These are available for a limited time"
X Link 2025-11-28T13:21Z 212.6K followers, 23.2K engagements

"Cartoon of the Day 😔 The preferred policy of the establishment is to expand the money supply in ways that inflate the value of financial and real assetspolicies that overwhelmingly benefit the wealthy who already own them while eroding the purchasing power of everyone else. The top slant of the K-shaped economy thrives on inflation. Rising asset values stronger business revenues and higher yields all compound to their benefitand they can pass that advantage down to their kids. For everyone else inflation is a squeeze"
X Link 2025-12-03T15:49Z 212.6K followers, 5754 engagements

""Signal Strength Stocks" provides investors with quant-driven stock picks directly from Hedgeye CEO @KeithMcCullough complete with analyst rankings that blend sector-level and fundamental analysis. Stocks enter or leave the list only when Keiths signal turns BULLISH or BEARISH giving you a disciplined repeatable process for idea generation. Each pick includes performance data tracked from the moment its added giving you full transparency into how every signal has played out. If you're interested in learning more click here:"
X Link 2025-12-04T19:27Z 212.6K followers, 6743 engagements

"This is spot on 😂 Also: Tom Lee is a charlatan"
X Link 2025-11-23T05:38Z 212.7K followers, 102K engagements

"Get our our Risk Range Signals ETF flows and daily commentary from our Crypto Team to manage your exposure with institutional-grade visibility. Try our Trend Tracker product FREE for XX days. No credit card required no strings attached. 🔗"
X Link 2025-12-05T13:49Z 212.7K followers, 3065 engagements

"HOLLYWOOD Netflix $NFLX to Acquire Warner Bros. $WBD for $XXXX billion"
X Link 2025-12-05T13:12Z 212.7K followers, 3880 engagements

"TRUMP: I have just approved of TINY CARS to be built in America"
X Link 2025-12-05T16:00Z 212.7K followers, 8140 engagements

"Looking For Shorts $HELE Destroys Capital 🔊 It can be challenging and risky to find shorts in a raging bull market like the one the U.S. has had since April. But as Hedgeye Retail analyst Arianna Petillo @HedgeyeRetailAP explains in this clip from The Call @ Hedgeye following the process will lead you to the right tickers like Helen of Troy $HELE. This isnt a company that can mitigate the tariff effects very well Petillo says. They can't take up prices. They are middle of the road. And in their guide they took down guidance for the year.they specifically called out that the consumer is"
X Link 2025-10-09T22:36Z 212.7K followers, 17.4K engagements

"🚨 Our $BTC ETF Flow Tracker has been lighting up red: Earlier this year Blackrock's $IBIT was the largest single channel for institutional inflows. Now its seeing its heaviest redemption cycle with more than $2.7B out over the past five weeks. Another $113M of outflows hit yesterday. Meanwhile coin VOLUME continues to decelerate in rate of change (RoC) terms"
X Link 2025-12-05T13:49Z 212.7K followers, 9751 engagements

"Congress keeps reaching for the wrong healthcare fix. Price transparency is bipartisan economically rational and desperately needed. As the data show for the young and healthy health insurance has effectively become a tax while cash prices for common procedures are often dramatically lower than the insurer-negotiated rates. Ending the employer mandate + enforcing transparency would amount to a real wage increase for 160M Americans. Emily Evans @HedgeyeEEvans broke it down with Josh Stevenson @ifihadastick on the Brownstone Journal. 🔗"
X Link 2025-12-05T14:15Z 212.7K followers, 8201 engagements

"BREAKING: The $VIX just closed at a 2-month low"
X Link 2025-12-05T21:19Z 212.7K followers, 6948 engagements

@Hedgeye
/creator/twitter::Hedgeye