# ![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1069759314364153856.png) @HedgeyeComm Andrew Freedman, CFA 🦅

Andrew Freedman, CFA 🦅 posts on X about $googl, ai, googl, $msft the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1069759314364153856/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1069759314364153856/c:line/m:interactions.svg)

- [--] Week [-------] -68%
- [--] Month [---------] +17,731%
- [--] Months [---------] +63%
- [--] Year [----------] +96%

### Mentions: [--] [#](/creator/twitter::1069759314364153856/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1069759314364153856/c:line/m:posts_active.svg)

- [--] Month [--] +179%
- [--] Months [---] +38%
- [--] Year [---] -31%

### Followers: [------] [#](/creator/twitter::1069759314364153856/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1069759314364153856/c:line/m:followers.svg)

- [--] Week [------] +0.12%
- [--] Month [------] +1.40%
- [--] Months [------] +31%
- [--] Year [------] +38%

### CreatorRank: [-------] [#](/creator/twitter::1069759314364153856/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1069759314364153856/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5129 [technology brands](/list/technology-brands)  44.27% [finance](/list/finance)  16.03% [social networks](/list/social-networks)  6.87% [celebrities](/list/celebrities)  3.05% [countries](/list/countries)  0.76% [cryptocurrencies](/list/cryptocurrencies)  0.76% [agencies](/list/agencies)  0.76%

**Social topic influence**
[$googl](/topic/$googl) 22.9%, [ai](/topic/ai) 16.03%, [googl](/topic/googl) 13.74%, [$msft](/topic/$msft) #448, [$mndy](/topic/$mndy) #12, [$meta](/topic/$meta) 6.11%, [meta](/topic/meta) 6.11%, [we are](/topic/we-are) #1076, [in the](/topic/in-the) 4.58%, [anthropic](/topic/anthropic) #3209

**Top accounts mentioned or mentioned by**
[@samofamerica](/creator/undefined) [@malinvested](/creator/undefined) [@jonrice80](/creator/undefined) [@hedgeye](/creator/undefined) [@akramsrazor](/creator/undefined) [@s_nav123](/creator/undefined) [@kakasaahib](/creator/undefined) [@buccocapital](/creator/undefined) [@corleonecapital](/creator/undefined) [@divinelylevered](/creator/undefined) [@imapedestrian](/creator/undefined) [@dratchcap](/creator/undefined) [@sundarpichai](/creator/undefined) [@aree036](/creator/undefined) [@steveda19026883](/creator/undefined) [@xyzdkfe](/creator/undefined) [@manuinvests](/creator/undefined) [@ruchernchong](/creator/undefined) [@keithmccullough](/creator/undefined) [@firstadopter](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [monday.com Ltd. (MNDY)](/topic/$mndy) [Metadium (META)](/topic/$meta) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Netflix Inc (NFLX)](/topic/$nflx) [Roku, Inc. (ROKU)](/topic/$roku) [Salesforce Inc (CRM)](/topic/$crm) [Walmart, Inc. (WMT)](/topic/$wmt) [VIZIO Holding Corp. (VZIO)](/topic/$vzio) [Now Coin (NOW)](/topic/$now) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Pinterest, Inc. (PINS)](/topic/$pins) [Fenerbahçe Token (FB)](/topic/$fb) [Snap, Inc. (SNAP)](/topic/$snap) [Apple, Inc. (AAPL)](/topic/$aapl) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Unity Software Inc. (U)](/topic/$u) [Roblox Corp. (RBLX)](/topic/$rblx) [DisChain (DIS)](/topic/$dis) [Oracle Corporation (ORCL)](/topic/$orcl) [Asana, Inc. (ASAN)](/topic/$asan) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Paramount Global (PARA)](/topic/$para) [Adobe, Inc. (ADBE)](/topic/$adbe) [fuboTV Inc. (FUBO)](/topic/$fubo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Now its really over Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3"  
[X Link](https://x.com/HedgeyeComm/status/2014839547457122327)  2026-01-23T23:15Z 35.7K followers, 1.5M engagements


"$RDDT first reaction. Q4 beat larger but margins not as good and Q1 guide light - even factoring in a decent beat. same with EBITDA. gross margin also ticked down YoY. Wonder if AI renewals are reflected in the guide in anyway"  
[X Link](https://x.com/HedgeyeComm/status/2019524188919460336)  2026-02-05T21:31Z 35.7K followers, [----] engagements


"Yikes it already has disrupted. Super bad take sir. Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study"  
[X Link](https://x.com/HedgeyeComm/status/2020751815470461368)  2026-02-09T06:49Z 35.7K followers, 28.7K engagements


"Below is the note we published last year on $MNDY. with the math/analysis on why we thought that revenue growth was always on a glidepath to 20%. https://t.co/3uhH4cHV9w https://t.co/3uhH4cHV9w"  
[X Link](https://x.com/HedgeyeComm/status/2020869511474254011)  2026-02-09T14:36Z 35.7K followers, 22K engagements


"Here is the thing Claude wrapped around excel and PowerPoint AI integrated into system of record it will drive higher utilization of the core application/system. It will make it more accessible to people and extract more value. Historically this is what enabled software cos to raise price so consistently The issue is that inference costs are significant and the incremental value is likely to accrue to the AI layer even if total system usage increases. Which will likely crowd out budget that normally would have gone to legacy SAAS providers. https://twitter.com/i/web/status/2021081721131708875"  
[X Link](https://x.com/HedgeyeComm/status/2021081721131708875)  2026-02-10T04:40Z 35.7K followers, 38.6K engagements


"$HUBS report makes $MNDY look worse"  
[X Link](https://x.com/HedgeyeComm/status/2021711021623189766)  2026-02-11T22:20Z 35.7K followers, [----] engagements


"$ROKU $PARA price increase"  
[X Link](https://x.com/HedgeyeComm/status/2014776312020291588)  2026-01-23T19:04Z 35.6K followers, 12.9K engagements


"Im sorry but Capex and Opex guide should be an after thought on this type of revenue growth $META They guided total expenses $12-19B higher than consensus And quick math on implied [----] assuming 32% Q1 revenue YoY That is $17B of revenue higher than consensus $META Q1 guide [----] - 33.5% Even with 4% currency tailwind Woah. $META Q1 guide [----] - 33.5% Even with 4% currency tailwind Woah"  
[X Link](https://x.com/HedgeyeComm/status/2016623658093969863)  2026-01-28T21:25Z 35.6K followers, 94.1K engagements


"$META PEAK REALITY LABS LOSSES"  
[X Link](https://x.com/HedgeyeComm/status/2016626698452648434)  2026-01-28T21:37Z 35.6K followers, [----] engagements


"Anthropic going in with the kill by dropping sub pricing"  
[X Link](https://x.com/HedgeyeComm/status/2016683716647469426)  2026-01-29T01:24Z 35.6K followers, 99.2K engagements


"I know people will think Im crazy but I think the real GOAT move would be to acquire Anthropic before it goes public"  
[X Link](https://x.com/HedgeyeComm/status/2016686974820610181)  2026-01-29T01:36Z 35.6K followers, [----] engagements


"Flash back to 8/11/2025: Andrew Freedman on Barron's Live: Why AI Natives Will Crush Traditional SaaS Approx. Stock Price returns since: $NOW -34.3% $MNDY -33.7% $MSFT -18.3% $GOOGL +67% Not too shabby cc @Hedgeye @KeithMcCullough https://app.hedgeye.com/insights/169962-andrew-freedman-on-barron-s-live-why-ai-natives-will-crush-traditionatype=macro https://app.hedgeye.com/insights/169962-andrew-freedman-on-barron-s-live-why-ai-natives-will-crush-traditionatype=macro"  
[X Link](https://x.com/HedgeyeComm/status/2016929832513286644)  2026-01-29T17:41Z 35.7K followers, 19K engagements


"On 8/11/2025 @firstadopter and I had a conversation: "Why AI Natives Will Crush Traditional SaaS" Approx. Stock Price returns since: $NOW -34.3% $MNDY -33.7% $MSFT -18.3% $GOOGL +67% Not too shabby https://www.barrons.com/podcasts/barrons-live/what-next-for-tech-stocks/fa0c6eba-5fcc-4ad6-b885-00055583a5bdpage=1 https://www.barrons.com/podcasts/barrons-live/what-next-for-tech-stocks/fa0c6eba-5fcc-4ad6-b885-00055583a5bdpage=1"  
[X Link](https://x.com/HedgeyeComm/status/2016930513244557592)  2026-01-29T17:44Z 35.7K followers, [----] engagements


"I can't tell you how big of a risk this potentially is to $AAPL $GOOGL and the entire app economy as we know it. @SamofAmerica Were actively shipping ChatGPT apps 60+ apps were approved this week with more rolling out in the coming days as part of a steady cadence Stay tuned for more 😉 https://t.co/TXhofGIba7 Were actively shipping ChatGPT apps 60+ apps were approved this week with more rolling out in the coming days as part of a steady cadence Stay tuned for more 😉 https://t.co/TXhofGIba7"  
[X Link](https://x.com/HedgeyeComm/status/2017036179342807445)  2026-01-30T00:44Z 35.6K followers, 27.6K engagements


"Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U"  
[X Link](https://x.com/HedgeyeComm/status/2017237119559757954)  2026-01-30T14:03Z 35.7K followers, 10.6K engagements


"Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS"  
[X Link](https://x.com/HedgeyeComm/status/2017246911611236399)  2026-01-30T14:41Z 35.6K followers, 20.3K engagements


"$TTWO $U $RBLX getting crushed on Genie [--] If so funny since this was first announced in August last year. But I guess $GOOGL rolling out beta to Pro users maybe makes it more tangible https://deepmind.google/blog/genie-3-a-new-frontier-for-world-models/ https://deepmind.google/blog/genie-3-a-new-frontier-for-world-models/"  
[X Link](https://x.com/HedgeyeComm/status/2017256130469142639)  2026-01-30T15:18Z 35.7K followers, [----] engagements


"$MSFT going to $0. $CRM certainly a $0 $NOW quite possibly a $0 $ORCL maybe likely a $0 $ADBE hah"  
[X Link](https://x.com/HedgeyeComm/status/2017789915849789579)  2026-02-01T02:39Z 35.7K followers, 84.5K engagements


"@kakasaahib Really"  
[X Link](https://x.com/HedgeyeComm/status/2017801682432700791)  2026-02-01T03:26Z 35.6K followers, [----] engagements


"It's definitely more the first (targeted disruption to tools like $MNDY/$ASAN) than a total evaporation of digital collaboration. The need for teams to coordinate and track work isn't disappearing. What's changing is where and how the work gets done. In the emerging agentic world especially with Anthropic's trajectory (Claude Opus/Sonnet 4.5+ computer-use tools Cowork Agent Skills multi-agent orchestration Tasks system for dependencies & shared state) Claude itself is becoming the primary surface where real work happens. - You describe the goal in natural language - Claude plans orchestrates"  
[X Link](https://x.com/HedgeyeComm/status/2017971289470743003)  2026-02-01T14:40Z 35.6K followers, [----] engagements


"@buccocapital Glad I am fluent in gibberish"  
[X Link](https://x.com/HedgeyeComm/status/2018417729405964311)  2026-02-02T20:14Z 35.6K followers, [----] engagements


"$FUBO #kaboom"  
[X Link](https://x.com/HedgeyeComm/status/2018694448805269985)  2026-02-03T14:33Z 35.6K followers, [----] engagements


"Lord help us if $GOOGL doesnt deliver the goods tomorrow That said if they dont maybe it will just trigger a nasty short term reversal in the OAI exposed names. Maybe stocks will go up maybe they will go down"  
[X Link](https://x.com/HedgeyeComm/status/2018706140326989970)  2026-02-03T15:20Z 35.7K followers, 16.3K engagements


". things a CEO of a future publicly traded company with $850B should not be posting. Really excited to get Elon under oath in a few months Christmas in April Really excited to get Elon under oath in a few months Christmas in April"  
[X Link](https://x.com/HedgeyeComm/status/2018824757974601782)  2026-02-03T23:11Z 35.6K followers, 503.1K engagements


"@corleonecapital Come on man just try a little bit. Just a tiny bit of the rage bait Its so worth it Nothing bad will happen I promise"  
[X Link](https://x.com/HedgeyeComm/status/2018840353655120158)  2026-02-04T00:13Z 35.6K followers, [----] engagements


"Big Tech* + Software since 8/1/2025: Despite the carnage. Total market cap is actually +5.8% (+$1.01T) But $GOOGL + $AAPL alone = +$2.68T Ex-Google/Apple -$1.67T (-13.7%) Now add**: + OpenAI $800B + Anthropic $350B Ex-Google/Apple = -$0.52T (-4.3%) Total = +$2.16T (+18.3%) Google Apple & private are carrying the entire sector. *ex-semis / **Yes I am adding total and not change https://twitter.com/i/web/status/2018852235484987410 https://twitter.com/i/web/status/2018852235484987410"  
[X Link](https://x.com/HedgeyeComm/status/2018852235484987410)  2026-02-04T01:00Z 35.7K followers, [----] engagements


"My personal use of the $MSFT Office suite has declined by at least 50% over the last [--] years. biggest casualties are Excel and PowerPoint. All because of AI. (Word has been dead to me for a long time) The only things I still use Excel for are company modeling and packaging information to send to clients. Most data analysis now happens in VS Code Claude or Chat https://twitter.com/i/web/status/2018901199110431135 https://twitter.com/i/web/status/2018901199110431135"  
[X Link](https://x.com/HedgeyeComm/status/2018901199110431135)  2026-02-04T04:15Z 35.6K followers, 44K engagements


"@DivinelyLevered @P_Remarks You laugh. But 100-years from now there will be an unlimited supply of robotic AI nurses. So yea terminal value probably a $0 unless they start self disrupting now"  
[X Link](https://x.com/HedgeyeComm/status/2018945006950613344)  2026-02-04T07:09Z 35.6K followers, [---] engagements


"$GOOGL looks really good 17% search growth plus 48% GCP YoY Huge capex number not surprising but probably keeping a lid on the AHs move Top line numbers need to go higher for this year RPO growth disclosure important"  
[X Link](https://x.com/HedgeyeComm/status/2019159772231266635)  2026-02-04T21:22Z 35.7K followers, 13.2K engagements


"$MSFT was too distracted trying to broker a new deal w/OAI that it cost them at least 6-months. and the fact they aren't truly vertically integrated with O&O models is a very big strategic risk long-term IMO. It puts them in a straight jacket from a product development standpoint - I can't emphasize enough how difficult it is to natively integrate and scale AI layer in existing applications when you don't actually have full control over the API and model. Also so much of the software is still desktop based (versus native web) and OneDrive is built on top of SharePoint - which has its own"  
[X Link](https://x.com/HedgeyeComm/status/2019191863249395718)  2026-02-04T23:30Z 35.6K followers, [----] engagements


"@SamofAmerica @Hedgeye Oh and also. the exclusivity around "stateless" API with Microsoft and OAI could prove to be Satya's Achilles heel - because we are going to see a shift away from stateless APIs to stateful / agentic APIs over the next 5-years"  
[X Link](https://x.com/HedgeyeComm/status/2019193306438332573)  2026-02-04T23:36Z 35.6K followers, [---] engagements


"@SamofAmerica @Hedgeye Tbh. in the VERY long run not hard to make the mega bull case for macOS adoption in the enterprise beyond just devs and designers (due to AI and Google/Gemini). which of course would be a big time bear case for Microsoft/PC"  
[X Link](https://x.com/HedgeyeComm/status/2019197888904196301)  2026-02-04T23:54Z 35.6K followers, [---] engagements


"I think people selling $ROKU below $85 are going to regret doing so by the end of next week"  
[X Link](https://x.com/HedgeyeComm/status/2019515599412719694)  2026-02-05T20:56Z 35.7K followers, [----] engagements


"$RDDT will phase out reporting of logged-out and logged-in users later in 2026"  
[X Link](https://x.com/HedgeyeComm/status/2019525455041487034)  2026-02-05T21:36Z 35.6K followers, [----] engagements


"Interesting that Anthropic led with Opus [---] when the rumors was Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release an are saying Sonnet [---] for broader release soon - maybe Super Bowl"  
[X Link](https://x.com/HedgeyeComm/status/2019547190021304645)  2026-02-05T23:02Z 35.6K followers, [----] engagements


"Will have to count how many and what % of Super Bowl commercials are AI related Typically a good indicator of tops"  
[X Link](https://x.com/HedgeyeComm/status/2019547408410304880)  2026-02-05T23:03Z 35.6K followers, [----] engagements


"Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl"  
[X Link](https://x.com/HedgeyeComm/status/2019551840308756871)  2026-02-05T23:20Z 35.6K followers, [----] engagements


"Honestly we probably cant bottom until a major celebrity discovers vibe coding and declares it to be the future"  
[X Link](https://x.com/HedgeyeComm/status/2019593474173964605)  2026-02-06T02:06Z 35.6K followers, [----] engagements


"Snapshot from our note in June [----] laying out the bear case for $CRM and application software. - AI/Agent Technology & Interoperability Threatening System of Record Value: The rapid advancements in AI particularly the rise of sophisticated AI agents and initiatives like the Model Context Protocol (MCP) pose a potential existential threat to Salesforce's traditional "system of record" moat. MCP and new interoperability standards (from Google) aim to allow AI agents to seamlessly access and interact with data across various enterprise systems regardless of where the data resides. If successful"  
[X Link](https://x.com/HedgeyeComm/status/2019602880798261518)  2026-02-06T02:43Z 35.6K followers, [----] engagements


"@imapedestrian I dont know man we have so many different products and risk overlays. The decisions arent always up to me. All I know is that Im still bullish on the fundamentals and setup this year"  
[X Link](https://x.com/HedgeyeComm/status/2019603425978368349)  2026-02-06T02:45Z 35.6K followers, [---] engagements


"Snapshot from our note in June [----] laying out the bear case for $CRM and application software. - AI/Agent Technology & Interoperability Threatening System of Record Value: The rapid advancements in AI particularly the rise of sophisticated AI agents and initiatives like the Model Context Protocol (MCP) pose a potential existential threat to Salesforce's traditional "system of record" moat. MCP and new interoperability standards (from Google) aim to allow AI agents to seamlessly access and interact with data across various enterprise systems regardless of where the data resides. If successful"  
[X Link](https://x.com/HedgeyeComm/status/2019609091102933048)  2026-02-06T03:08Z 35.6K followers, 13K engagements


"Getting closer Or actually this might be it Now that you have CNBC anchors posting the following FWIW I did the same thing with Claude Code last year. And part of the reason why we were so negative $MNDY a gear ago at $300 ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w"  
[X Link](https://x.com/HedgeyeComm/status/2019797426438091106)  2026-02-06T15:36Z 35.7K followers, 20.5K engagements


"@akramsrazor The ability to build applications/features on top of the CRM at a fraction of the cost of either 1) buying it from CRM or 2) hiring an agency to do it for you is negative on the margin for pricing and add ons"  
[X Link](https://x.com/HedgeyeComm/status/2019877164548780503)  2026-02-06T20:53Z 35.6K followers, [---] engagements


"@malinvested @akramsrazor This is a simpler but good explanation. App Store on Salesforce stack is not what im talking about https://t.co/jLDNmgG3fY https://t.co/jLDNmgG3fY"  
[X Link](https://x.com/HedgeyeComm/status/2020153143187673248)  2026-02-07T15:10Z 35.6K followers, [---] engagements


"Keep in mind Im coming at this from first hand user and dev experience Just to be clear by CRM I mean a Salesforce agent built/controlled/deployed on Salesforce stack. I think there is value in having a CRM specific agent. Or a sub agent or even multiple agents to perform CRM related tasks. Salesforce could hold back access to preference their own agent but then could be interoperable with agent in Claude but that is still a tax or form of egress Salesforce should just open up and build best MCP they can and allow people to build agents wherever and integrate via MCP and/or API tool calling"  
[X Link](https://x.com/HedgeyeComm/status/2020191567290474659)  2026-02-07T17:42Z 35.6K followers, [--] engagements


"@DratchCap @signulll People who criticize and dismiss as vibe code internally literally have no idea what is going on or what is about to happen End of story"  
[X Link](https://x.com/HedgeyeComm/status/2020277818320646271)  2026-02-07T23:25Z 35.6K followers, [---] engagements


"What a terrible commercial for OpenAI"  
[X Link](https://x.com/HedgeyeComm/status/2020650102520742385)  2026-02-09T00:05Z 35.7K followers, 13.5K engagements


"@jonrice80 Listen. To. The. Call"  
[X Link](https://x.com/HedgeyeComm/status/2021076070813008321)  2026-02-10T04:17Z 35.7K followers, [---] engagements


"@jonrice80 To be clear Im not saying Monday is coming under pressure because of vibe coding"  
[X Link](https://x.com/HedgeyeComm/status/2021082007606800599)  2026-02-10T04:41Z 35.7K followers, [---] engagements


"@malinvested @jonrice80 Look at keyword pricing for productivity tools. I think the simple explanation is that there is an influx of competition. Claude Google Workspace / Gemini ChatGPT Notion list goes on and on. Market more crowded noisy CAC goes up"  
[X Link](https://x.com/HedgeyeComm/status/2021083695004696630)  2026-02-10T04:47Z 35.7K followers, [---] engagements


"What is the best way to get long LLM induced mania/psychosis There are not enough controls in place today for platform health and safety"  
[X Link](https://x.com/HedgeyeComm/status/2011628095611289966)  2026-01-15T02:34Z 35.7K followers, [----] engagements


"Can someone please tell me how Anthropic doesnt kill $MNDY $ASAN long term Struggling to understand why these companies will exist - at least in their current form"  
[X Link](https://x.com/HedgeyeComm/status/2017630325132742740)  2026-01-31T16:05Z 35.7K followers, 54.2K engagements


"$GOOGL $MSFT cloud revenue growth. one of these does not look like the other"  
[X Link](https://x.com/HedgeyeComm/status/2019187506214834511)  2026-02-04T23:13Z 35.7K followers, 20.8K engagements


"$WIX Harmony first AI related"  
[X Link](https://x.com/HedgeyeComm/status/2020649797997203958)  2026-02-09T00:03Z 35.7K followers, [----] engagements


"That was not the response you want to hear re $GOOGL and OpenAI commercial partnership if you are expecting a huge renewal step up and think $RDDT has the upper hand in negotiations And they are stopping reporting logged out users starting in Q3. Hmmmmm"  
[X Link](https://x.com/HedgeyeComm/status/2019534438254932227)  2026-02-05T22:11Z 35.7K followers, 12.1K engagements


"We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife. these names have hair on them. just something to consider into EPS"  
[X Link](https://x.com/HedgeyeComm/status/2018738956746060181)  2026-02-03T17:30Z 35.7K followers, 14.2K engagements


"$MNDY yikes"  
[X Link](https://x.com/HedgeyeComm/status/2020864159508734179)  2026-02-09T14:15Z 35.7K followers, [----] engagements


"$MNDY $UPWK. very clear that the low end of the market is seeing the most disruption related to AI and Claude/ChatGPT/Gemini. Which is exactly where you would expect it to start"  
[X Link](https://x.com/HedgeyeComm/status/2020994773830480079)  2026-02-09T22:54Z 35.7K followers, 15.1K engagements


"How much money have you spent on AI consumption for yourself in the past year (Include subscriptions and api tokens) $100 $51 - $100 $0 $1 - $50 $100 $51 - $100 $0 $1 - $50"  
[X Link](https://x.com/HedgeyeComm/status/2021225962667495862)  2026-02-10T14:13Z 35.7K followers, [----] engagements


"$PSKY playing dirty certainly does not smell right at all. Exclusive: An activist investor has built a $200 million stake in Warner and plans to oppose its pending sale to Netflix https://t.co/1iDsjWralK Exclusive: An activist investor has built a $200 million stake in Warner and plans to oppose its pending sale to Netflix https://t.co/1iDsjWralK"  
[X Link](https://x.com/HedgeyeComm/status/2021567605258203420)  2026-02-11T12:50Z 35.7K followers, 10.2K engagements


"Software analysts getting reassigned to Industrials or Energy yet"  
[X Link](https://x.com/HedgeyeComm/status/2021753586250649637)  2026-02-12T01:09Z 35.7K followers, 13.8K engagements


"15 years from now remember this is where it all started"  
[X Link](https://x.com/HedgeyeComm/status/2021817615002247514)  2026-02-12T05:24Z 35.7K followers, [----] engagements


"$PINS sub-$20 makes no sense to me but I guess we are about to find out"  
[X Link](https://x.com/HedgeyeComm/status/2022035807939555815)  2026-02-12T19:51Z 35.7K followers, 24.9K engagements


"Model training is essentially a bunch of Q&A so if you have the means and motive you can use an LLM to train another LLM"  
[X Link](https://x.com/HedgeyeComm/status/2022106217104257313)  2026-02-13T00:31Z 35.7K followers, [----] engagements


"Tweeting our entire $NFLX Short Black Book from March [----]. Part 1: Industry Overview + Competition Part 2: Addressable Market Analysis Part 3: Content Accounting + Valuation Part [--] is below Part [--] and [--] coming shortly. Link to slide deck + video: https://bit.ly/37BGqH4 https://bit.ly/37BGqH4"  
[X Link](https://x.com/HedgeyeComm/status/1516774083999973376)  2022-04-20T13:41Z 35.7K followers, [---] engagements


"Markets go up and they go down. But I will always be a #permabull on family and this little guy"  
[X Link](https://x.com/HedgeyeComm/status/1517609813760487425)  2022-04-22T21:02Z 35.7K followers, [---] engagements


"At this point. anyone analyzing $NFLX and streaming industry economics without taking into account cash content costs / amortization and just looking at the IS needs to get their head checked and excel license taken away"  
[X Link](https://x.com/HedgeyeComm/status/1518267245897650177)  2022-04-24T16:34Z 35.7K followers, [---] engagements


"Reels makes up 20% of time on Instagram $FB"  
[X Link](https://x.com/HedgeyeComm/status/1519423006765981702)  2022-04-27T21:07Z 35.7K followers, [---] engagements


"Fed: We are fighting inflation to protect you the American family. Also Fed: We are going to destroy your life savings that is mostly in equities after a decade of ZIRP/TINA"  
[X Link](https://x.com/HedgeyeComm/status/1523673296260149248)  2022-05-09T14:36Z 35.7K followers, [---] engagements


"$SNAP now at $16. $FB $TWTR $PINS have all round-tripped since the pandemic. Here's looking at you $GOOGL 👀 (Don't @ me about how cheap it is FCF yield buyback etc. your numbers are wrong)"  
[X Link](https://x.com/anyuser/status/1528882852787388416)  2022-05-23T23:37Z 35.7K followers, [---] engagements


""If I had to bet I'd say that this might be one of the worst downturns that we've seen in recent history" Zuckerberg told workers in a weekly employee Q&A session audio of which was heard by Reuters. $META $FB https://www.reuters.com/technology/exclusive-meta-girds-fierce-headwinds-slower-growth-second-half-memo-2022-06-30/ https://www.reuters.com/technology/exclusive-meta-girds-fierce-headwinds-slower-growth-second-half-memo-2022-06-30/"  
[X Link](https://x.com/HedgeyeComm/status/1542683745752317958)  2022-07-01T01:37Z 35.7K followers, [---] engagements


"'Twas the night before $NFLX When all over the street analysts updating models - wondering will they beat The alt data collected & scrubbed with care in hopes that alpha will be there The bears nestled snug in their beds with visions of sub losses swirling in their heads"  
[X Link](https://x.com/HedgeyeComm/status/1549201370984611840)  2022-07-19T01:16Z 35.7K followers, [---] engagements


"$NFLX better than feared. but let's think about something. Netflix just LOST 1.3M subscribers UCAN Q2. Even with 'Stranger Things' outperforming to become their biggest season of English TV ever"  
[X Link](https://x.com/HedgeyeComm/status/1549500788854095873)  2022-07-19T21:05Z 35.7K followers, [---] engagements


"My favorite part of the $SNAP release is they announced a $500M share repurchase. but the company has deeply negative free cash flow and EBITDA if you include SBC. They have been funding the deficit through SBC and convertible issuances"  
[X Link](https://x.com/anyuser/status/1550220303636258821)  2022-07-21T20:44Z 35.7K followers, [---] engagements


"Not everyday you see Tim Allen and Tom Hanks"  
[X Link](https://x.com/HedgeyeComm/status/1569379075520864256)  2022-09-12T17:35Z 35.7K followers, [---] engagements


"Whatever happens at 4:05 pm ET. Just remember. $SNAP is the economy. It is the only thing that matters"  
[X Link](https://x.com/HedgeyeComm/status/1583183579693350912)  2022-10-20T19:49Z 35.7K followers, [---] engagements


"$GOOGL looks like a miss to me. Revenue (Pod 1) ❌Search/other +4% vs Consensus +8% ❌YouTube -2% vs +3% ❌Network -2% vs +3% ❌Total Advertising +3% vs +6% Profit (Pod 2) ❌EPS $1.06 vs $1.26 ❌Operating Margin 29.9% vs 33.9% ❌EBIT -19% YoY vs -7% ❌FCF $16.1B vs $18.9B"  
[X Link](https://x.com/HedgeyeComm/status/1585002973511708673)  2022-10-25T20:18Z 35.7K followers, [---] engagements


"The funny thing is. for all of you hating on $META right now. It is probably the better long from here relative to $GOOGL"  
[X Link](https://x.com/HedgeyeComm/status/1585027032349835264)  2022-10-25T21:54Z 35.7K followers, [---] engagements


"If you told me last week that $GOOGL would be down 9% on earnings $MFST -8% and $META -19% and $SPY would be up I would have thought you were crazy. Are we setting up for the biggest rug pull of the year Just as everyone getting sucked back in long for a "technical" rally"  
[X Link](https://x.com/HedgeyeComm/status/1585426626946682882)  2022-10-27T00:22Z 35.7K followers, [----] engagements


"Happy Halloween $SPY $QQQ"  
[X Link](https://x.com/HedgeyeComm/status/1587046321281810432)  2022-10-31T11:38Z 35.7K followers, [---] engagements


"Be right back. I have to adjust all my company models and take my [----] revenue and EPS estimates up because Core CPI came in at 6.3% vs 6.5% expected"  
[X Link](https://x.com/HedgeyeComm/status/1590707510402392069)  2022-11-10T14:06Z 35.7K followers, [---] engagements


"TCI Letter to $GOOGL "In a new era of slower revenue growth aggressive cost management is essential." https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf"  
[X Link](https://x.com/HedgeyeComm/status/1592553513799667712)  2022-11-15T16:22Z 35.7K followers, [---] engagements


"Maybe it is just me. but my Twitter feed has really gone downhill. Barely showing me any tweets from folks I follow and engage with the most. Much less utility. Frustrating"  
[X Link](https://x.com/HedgeyeComm/status/1615547572403273728)  2023-01-18T03:12Z 35.7K followers, 76.8K engagements


"Reed finally pulled the rip cord $NFLX"  
[X Link](https://x.com/HedgeyeComm/status/1616281506728509442)  2023-01-20T03:48Z 35.7K followers, 57.5K engagements


"$GOOGL that was not a good quarter. Search/Other -1.6% YoY YouTube -7.8% YoY Total Advertising -3.6% YoY Operating Income -17% YoY And we know 1Q23 trends are worse than 4Q22 Numbers are going lower"  
[X Link](https://x.com/HedgeyeComm/status/1621255108112654339)  2023-02-02T21:11Z 35.7K followers, 66.4K engagements


"Here is the basic problem $GOOGL faces. They have 90% share of search. If $MSFT Bing with a better mousetrap (ChatGPT) is able to double or triple market share in site traffic/ads. it is all downside for $GOOGL"  
[X Link](https://x.com/HedgeyeComm/status/1622986230718660608)  2023-02-07T15:50Z 35.7K followers, 149K engagements


"7% Terminal Rate 6% 10-Year Treasury 9% 30-Year Mortgage 28% Corp Tax Rate 40% Cap Gains 🚀🚀🚀"  
[X Link](https://x.com/HedgeyeComm/status/1633637909533274112)  2023-03-09T01:16Z 35.7K followers, 275.9K engagements


"@BlueDuckCap So many things that I love about this photo. The "don't chase" post it. (I have one that says "it's never all priced in") The Bayer aspirin. The $10 bill"  
[X Link](https://x.com/HedgeyeComm/status/1664773195793145857)  2023-06-02T23:17Z 35.7K followers, 40.7K engagements


"I may just renounce my CFA. Renewal coming up in July. Buying NVIDIA shares today costs you [--] times historical annual revenues. That's [--] years to get your money back assuming $0 cost 0% tax and a 100% payout ratio. Good luck https://t.co/tYUZc3Ito8 Buying NVIDIA shares today costs you [--] times historical annual revenues. That's [--] years to get your money back assuming $0 cost 0% tax and a 100% payout ratio. Good luck https://t.co/tYUZc3Ito8"  
[X Link](https://x.com/HedgeyeComm/status/1671582945298063375)  2023-06-21T18:16Z 35.7K followers, 265.7K engagements


"We had to say goodbye to our best friend of [--] years today. Words can't describe how blessed we are to have had him in our lives for so long. Everything was better because of him. He was our soul dog. Thank you Kolby. We love you"  
[X Link](https://x.com/HedgeyeComm/status/1687883552556208128)  2023-08-05T17:49Z 35.7K followers, 15.2K engagements


"Is everything just one big scam"  
[X Link](https://x.com/anyuser/status/1699586656892788928)  2023-09-07T00:53Z 35.7K followers, 57.3K engagements


"Welcome to the world buddy"  
[X Link](https://x.com/anyuser/status/1749552437411659872)  2024-01-22T21:59Z 35.7K followers, 53.4K engagements


"Tough couple of days for the $ROKU bull case. Thought I would share our thoughts we published last night on recent developments: WSJ reported on 2/13 that $WMT is in talks to acquire $VZIO. The Walmart / Roku relationship has been strategic where Roku powers Walmarts ONN brand of Televisions and Walmart/Roku have partnered on ad-tech integrations and advancements in shoppable TV formats. While nothing formal has been announced rumors of a deal are a signal that Walmart is considering a change its go-to-market strategy in TVs and CTV. If Walmart were to acquire Vizio and look to"  
[X Link](https://x.com/anyuser/status/1760058062864257199)  2024-02-20T21:45Z 35.7K followers, 73.7K engagements


"Lol "just get half of Gmail users to switch" Ran some numbers on this. Gmail apparently has [---] billion users. If Elon launches XMail as part of the Basic $3/mo subscription and gets just half of Gmail users to switch over thats $2.7 BILLION A MONTH in new revenues for X. Wow Ran some numbers on this. Gmail apparently has [---] billion users. If Elon launches XMail as part of the Basic $3/mo subscription and gets just half of Gmail users to switch over thats $2.7 BILLION A MONTH in new revenues for X. Wow"  
[X Link](https://x.com/anyuser/status/1761230137742295192)  2024-02-24T03:22Z 35.7K followers, 189.4K engagements


"Funny thing is. If we woke up tomorrow and @sundarpichai announced: 1) 20% Headcount reduction 2) Accelerated share repurchase 3) New $100B buyback program 4) Small Dividend $GOOGL would be pushing $200 and the narrative re #AI and search disruption would completely shift"  
[X Link](https://x.com/anyuser/status/1762318655465869346)  2024-02-27T03:28Z 35.7K followers, 49.2K engagements


"This is AWESOME Going to save it. Thanks for sharing @HedgeyeComm https://t.co/oyWMzf2eBc @HedgeyeComm https://t.co/oyWMzf2eBc"  
[X Link](https://x.com/anyuser/status/1783240608246591588)  2024-04-24T21:04Z 35.7K followers, 33.8K engagements


"From our Short $META presentation on Monday:"  
[X Link](https://x.com/anyuser/status/1783242124592382426)  2024-04-24T21:10Z 35.7K followers, 65.5K engagements


"They get big so fast And always ready with the right hook No matter what side of the trade your on remember what's important"  
[X Link](https://x.com/HedgeyeComm/status/1783978674426925342)  2024-04-26T21:57Z 35.7K followers, 27.3K engagements


"How this guy isn't in jail and going right back at it is INSANE. That judge ruling in Texas dismissing @SECGov case basically declared open season for stock manipulation and fraud. Everything you were told not to do legally and ethically in this industry has been turned on its head. So has the game officially changed Rulemaker (judge) came out and said it is a valid play. game on $AMC https://t.co/09sA9sFFUr $AMC https://t.co/09sA9sFFUr"  
[X Link](https://x.com/anyuser/status/1790351332362092652)  2024-05-14T11:59Z 35.7K followers, 303K engagements


"Something tells me Elon is not paying a royalty to $DIS - lawsuits are going to be fun to watch"  
[X Link](https://x.com/anyuser/status/1823896177747583200)  2024-08-15T01:35Z 35.7K followers, 31.9K engagements


"Yeaaaa buddy @HedgeyeAI"  
[X Link](https://x.com/anyuser/status/1824925587569307994)  2024-08-17T21:45Z 35.7K followers, [----] engagements


"You know who loses if $GOOGL is forced to sell Chrome Consumers. Great job Government"  
[X Link](https://x.com/anyuser/status/1858638973788180890)  2024-11-18T22:30Z 35.7K followers, 42.7K engagements


"$META is going to spend $174B - $184B in combined total expenses and capex in [----]. They are going to spend more in [----] than they did in total revenue in [----] of $164.5B That is insane"  
[X Link](https://x.com/anyuser/status/1884726581681070389)  2025-01-29T22:13Z 35.7K followers, 42.1K engagements


"IF we are being real. $META guided: 1) 1Q25 revenue below (Factset consensus) 2) [----] expenses way above 3) [----] operating Income/EPS below But hey. AI Oh and they said they have NO idea on the level of investment required on a go forward basis"  
[X Link](https://x.com/HedgeyeComm/status/1884738100892467439)  2025-01-29T22:59Z 35.7K followers, 25K engagements


"Trump manufactures a technical recession driven by trade and federal spending reductions. labor market weakens. enough to get fed to cut rates. Back end of a massive AI capex/infra cycle (ROC negative) doesn't help. Rest of the private sector plus consumer spending (slows) but still holds up better on relative basis limiting true economic damage. Lower rates (debt refi) + tariffs = improve the deficit Take the pain first 6-9 months into term. (Narrative - It's all Bidens Fault) Comp the tariff implementations and negative fiscal drag from G in 2H26. At that point republicans will push tax"  
[X Link](https://x.com/HedgeyeComm/status/1896901033130868938)  2025-03-04T12:30Z 35.7K followers, 38.3K engagements


"I dont often talk about my PA performance here very often but this year has been exceptional. Up 215% YTD Massive levered bet on $KWEB long coming into the year while holding 40% cash position. Cashed out on China internet mid Feb. Then rolled the proceeds into $QQQ June expiry $550 puts on 2/21 sold them all at the lows yesterday. Now sitting on 100% cash and thinking about what beach Im going to sit on for the rest of the year"  
[X Link](https://x.com/anyuser/status/1907017872489984348)  2025-04-01T10:31Z 35.7K followers, 39.9K engagements


"You have to give @sundarpichai serious credit - they are shipping good (potentially great) products at a pace we havent seen in years They are incorporating feedback in real time Gemini [---] Pro was a huge unlock for them love to see it. $GOOGL Meet Firebase Studio: A cloud-based agentic dev environment powered by Gemini ✨💻✨ Find everything you need to prototype build and run production-quality full-stack AI apps quickly and safely. Learn more about building AI apps with Firebase https://t.co/wstrii2NIj https://t.co/wc2YyaXTMP Meet Firebase Studio: A cloud-based agentic dev environment"  
[X Link](https://x.com/HedgeyeComm/status/1910128273113141619)  2025-04-10T00:30Z 35.7K followers, 32.3K engagements


"May/June is setting up to be a potential disaster"  
[X Link](https://x.com/anyuser/status/1915258813705335235)  2025-04-24T04:17Z 35.7K followers, 43.7K engagements


"$APP basically just printing cash"  
[X Link](https://x.com/anyuser/status/1920212454446977190)  2025-05-07T20:21Z 35.7K followers, 60.3K engagements


"$GOOGL $151.38/share that is $151.38 you have left to sell before it goes to $0"  
[X Link](https://x.com/anyuser/status/1920284600418349395)  2025-05-08T01:08Z 35.7K followers, 118.5K engagements


"But lets just forget what $GOOGL said on 4/23 ChatGPT has drawnaway some search queries from Google a senior Google executive testified on Wednesday but primarily homework and math queries which dont generate much in ad revenue. The executive Sissie Hsiao said so far we have not seen cannibalization of commercial queries or queries with commercial intent. From @theinformation"  
[X Link](https://x.com/anyuser/status/1920288031010853093)  2025-05-08T01:21Z 35.7K followers, 151.1K engagements


"The bears are just so wrong about $GOOGL long term"  
[X Link](https://x.com/anyuser/status/1924954678980129006)  2025-05-20T22:25Z 35.7K followers, 239.4K engagements


"So many (very smart) people still cant grasp the implications of AI"  
[X Link](https://x.com/anyuser/status/1927896398680203266)  2025-05-29T01:14Z 35.7K followers, 91.8K engagements


"Math would tell us that if you spread over [--] days and compare it to a [--] day event all else being equal per day spending would be down 50%. *AMAZON PRIME DAY SALES FALL 41% IN FIRST DAY OF FOUR-DAY EVENT *AMAZON PRIME DAY SALES FALL 41% IN FIRST DAY OF FOUR-DAY EVENT"  
[X Link](https://x.com/HedgeyeComm/status/1943004995542016138)  2025-07-09T17:51Z 35.7K followers, 42.6K engagements


"Why is $AMZN / AWS losing share What does $GOOGL $MSFT have that $AMZN doesn't OpenAI API is exclusive to Azure. Google has Gemini. Amazon has"  
[X Link](https://x.com/anyuser/status/1951053254839902386)  2025-07-31T22:51Z 35.7K followers, 58.8K engagements


"Why shouldnt $GOOGL be the most valuable company in the world"  
[X Link](https://x.com/anyuser/status/1963062450665713693)  2025-09-03T02:12Z 35.7K followers, 102.7K engagements


"$ORCL RPO ex-OpenAI was $155B (vs consensus $154B) or 56% YoY I realize thinking like this doesn't add much value because OpenAI did happen and the $$$s are there. But the size/concentration does make you question 1) the margin $ORCL is getting on the $300B and 2) the trajectory/arc of RPO going forward. https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe"  
[X Link](https://x.com/anyuser/status/1965843283445428527)  2025-09-10T18:22Z 35.7K followers, 87.2K engagements


"Of course this is going to end in a bubble the only questions are 1) how large does it get 2) what causes it to pop and 3) how much money can you make from it along the way"  
[X Link](https://x.com/anyuser/status/1965963251868635208)  2025-09-11T02:18Z 35.7K followers, 39.2K engagements


"Im [--] years old the father of two young boys and husband to an amazing wife. Im not afraid to admit that one of my biggest fears is being taken away from them unexpectedly and forever. Given recent tragedies and especially on the anniversary of 9/11 (I was only [--] but watched many friends lose their parents) the lesson is clear. The world moves at an ever faster pace but we cant forget to pause breathe and cherish the moments with those we love. It is the only thing that matters"  
[X Link](https://x.com/HedgeyeComm/status/1965987017612800058)  2025-09-11T03:53Z 35.7K followers, 21K engagements


"Here's the ironic twist: If the super-bullish scenario for $GOOGL actually unfoldsproving they dominate AI integration without cratering their core businessit's paradoxically ultra-bearish for the broader #AI hype trade. Why It crushes the narrative that disruptive startups will eat Google's lunch sending VC billions (and all those leveraged longs betting on Google's demise) straight into the abyss. 🚀📉"  
[X Link](https://x.com/anyuser/status/1967735454104518747)  2025-09-15T23:41Z 35.7K followers, 18.9K engagements


"Just going to leave this here. come to your own conclusions. Data through August / early Sep. $RDDT"  
[X Link](https://x.com/anyuser/status/1968674298488328535)  2025-09-18T13:51Z 35.7K followers, 48.4K engagements


"They haven't been able to make any major changes to Chrome for years because of the anti-trust case against them. why invest in a product you might be forced to sell to a competitor Now let's watch $GOOGL cook. 🔥🔥🔥 From the beginning we had clear goals for Chrome: simplicity speed and security. And now with AI we have a chance to make the browser even safer more intelligent and helpful. Our next Chrome era is just beginning https://t.co/islu1VzCAi From the beginning we had clear goals for Chrome: simplicity speed and security. And now with AI we have a chance to make the browser even safer"  
[X Link](https://x.com/anyuser/status/1968734256873537685)  2025-09-18T17:49Z 35.7K followers, 25.6K engagements


"$GOOGL has nearly [--] billion people using its apps globally They have the history of the entire internet databased and indexed They have YouTube with nearly [--] billion global MAUs who stream over [--] billion hours of content daily And yet somehow Everyone convinced $RDDT has the upper hand in the negotiations with Google and that Reddit data is truly that valuable / indispensable relative to what they already have that its worth billions Color me skeptical but I think I figured out a way to test this thesis and will happily admit to being wrong if the results/data prove it"  
[X Link](https://x.com/anyuser/status/1971401684959010958)  2025-09-26T02:29Z 35.7K followers, 56.1K engagements


"Been traveling a lot for work past month This morning my 3-year old looks at me and asks: Daddy please dont leave me again. Are you staying home I want to play with you. So we are going to spend the entire day together going to the farm for pumpkins and apples going to Home Depot and going to decorate the crap out of hour house for Halloween 🎃"  
[X Link](https://x.com/anyuser/status/1974487013928665368)  2025-10-04T14:49Z 35.7K followers, 30.8K engagements


"Why shouldnt $GOOGL be the most valuable company in the world"  
[X Link](https://x.com/anyuser/status/1983840847188594997)  2025-10-30T10:18Z 35.7K followers, 59.8K engagements


"@akramsrazor @WaterworldCapi1 Some macro. they are seeing same client spend pressure. but also been losing clients to Publicis (everyone has) they just did a big rebrand of GroupM"  
[X Link](https://x.com/HedgeyeComm/status/1943028211555705216)  2025-07-09T19:23Z 35.7K followers, [---] engagements


"The timing of $TTD launching a white-label OS is interesting (if we in fact get confirmation). If you are $WMT who already uses The Trade Desk for Walmart Connect. Path of least resistance could actually be to back away from $VZIO and develop OS with TTD for onn"  
[X Link](https://x.com/HedgeyeComm/status/1859220958814339334)  2024-11-20T13:03Z 35.7K followers, 10.5K engagements


"$TTD announcing Ventura OS early when something like this would have come at CES - in what seemed to be a half pregnant press release. Maybe Hail Mary signal to $WMT re $VZIO"  
[X Link](https://x.com/HedgeyeComm/status/1859396216632594744)  2024-11-21T00:39Z 35.7K followers, [----] engagements


"You have to think $WMT $VZIO is forcing $TGT to revisit its own retail media growth strategy. $ROKU"  
[X Link](https://x.com/HedgeyeComm/status/1864331217631404279)  2024-12-04T15:29Z 35.7K followers, [----] engagements

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