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

Andrew Freedman, CFA 🦅 posts on X about $wbd, $nflx, ai, $googl the most. They currently have XXXXXX followers and 1527 posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXXXX +933%
- X Months XXXXXXXXX +69%
- X Year XXXXXXXXX +4.30%

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

- X Week XX -XX%
- X Month XX +14%
- X Months XXX +17%
- X Year XXX -XX%

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

- X Week XXXXXX -X%
- X Month XXXXXX +27%
- X Months XXXXXX +31%
- X Year XXXXXX +37%

### CreatorRank: XXXXXXXXX [#](/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)  [technology brands](/list/technology-brands)  [finance](/list/finance) 

**Social topic influence**
[$wbd](/topic/$wbd) #57, [$nflx](/topic/$nflx) #115, [ai](/topic/ai), [$googl](/topic/$googl), [$psky](/topic/$psky) #115, [meta](/topic/meta), [at least](/topic/at-least), [$1t](/topic/$1t), [faster](/topic/faster), [$team](/topic/$team)

**Top accounts mentioned or mentioned by**
[@hedgeye](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@hedgeyecom](/creator/undefined) [@hedgeyecommbz](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyesoftware](/creator/undefined) [@hedgeyetech](/creator/undefined) [@openai](/creator/undefined) [@pythiar](/creator/undefined) [@akramsrazor](/creator/undefined) [@sanzadustin](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@sundarpichai](/creator/undefined) [@buccocapital](/creator/undefined) [@compound248](/creator/undefined) [@jebediahjohnsen](/creator/undefined) [@kevinlmak](/creator/undefined) [@blainehodder](/creator/undefined) [@lionelhutzesq](/creator/undefined) [@entstrategyguy](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt)
### Top Social Posts
Top posts by engagements in the last XX hours

"IF $WBD gets taken out with a $X in front of it. Heads are literally going to explode"  
[X Link](https://x.com/HedgeyeComm/status/1980789472179409324)  2025-10-22T00:13Z 35.2K followers, 9704 engagements


"Place your bets 🤢"  
[X Link](https://x.com/HedgeyeComm/status/1996726530064478640)  2025-12-04T23:41Z 35.2K followers, 22.6K engagements


"@corleonecapital Basically"  
[X Link](https://x.com/HedgeyeComm/status/1997046024331055611)  2025-12-05T20:50Z 35.2K followers, XXX engagements


"My conviction continues to build in the winner takes all or most market But now with $GOOGL and Gemini XXX and the favorable antitrust outcome the odds have increased that model share / usage ends up looking a lot like the search market in the long run"  
[X Link](https://x.com/HedgeyeComm/status/1990901617819070739)  2025-11-18T21:55Z 35.2K followers, 27.6K engagements


"Removing $GOOGL from top picks after XX% run. I removed Google from our 'Top Picks' list yesterday as the catalysts we flagged coming into 2025 have largely played out - and faster than expected. Search stabilization policy tailwinds Cloud acceleration Gemini XXX TPU momentum. All delivered. Could the stock go to $XXX or higher Sure (and I hope it does). But that's another $1T in market cap. At this scale you have to start framing upside differently. On valuation (risk/reward) we are staying disciplined: Our $XXX fair value is based on $XX EPS 25x = $XXX in '29/'30 discounted back at 10%. We"  
[X Link](https://x.com/HedgeyeComm/status/1993688521081598065)  2025-11-26T14:29Z 35.2K followers, 939.1K engagements


"I have no position/bias on this name I am genuinely just asking. But what is it about $TEAM that majority of folks seem to be long (have for awhile) and/or positively biased to the name I understand the thesis but just stands out to me. Wondering if there is more to the story or if I am missing something Or if you think I am wrong in my positioning assessment"  
[X Link](https://x.com/HedgeyeComm/status/1996980826446164159)  2025-12-05T16:31Z 35.2K followers, 9538 engagements


"Unpopular opinion. but $NFLX acquiring $WBD S&S is WAY more likely to save Hollywood than if $PSKY won the bid"  
[X Link](https://x.com/HedgeyeComm/status/1997042089360511191)  2025-12-05T20:35Z 35.2K followers, 17K engagements


"Ill wager $50k that the $NFLX $WBD goes through"  
[X Link](https://x.com/HedgeyeComm/status/1997496537237135518)  2025-12-07T02:41Z 35.2K followers, 15.8K engagements


"All these politicians screaming antitrust against $NFLX $WBD destroy more value and are a bigger tax on the system than if people end up paying an extra $X for their Netflix subscription"  
[X Link](https://x.com/HedgeyeComm/status/1997512961620062564)  2025-12-07T03:46Z 35.2K followers, 6256 engagements


"Call Thursday 12/11 at 2:00pm ET $NFLX $WBD The central question is straightforward: is this thesis drift or a high-ROIC opportunistic acceleration of Netflixs long-term vision A lot of analysis and data to go though as we dive deep into the deal structure and market/industry impact. Please contact sales@hedgeye.com for access"  
[X Link](https://x.com/HedgeyeComm/status/1997683986470998250)  2025-12-07T15:05Z 35.2K followers, 9963 engagements


"$CFLT you knew it was going to happen eventually"  
[X Link](https://x.com/HedgeyeComm/status/1997874381477838932)  2025-12-08T03:42Z 35.2K followers, 5041 engagements


"I cant wait to read the disclosures that come out of this bidding process $NFLX $WBD $PSKY"  
[X Link](https://x.com/HedgeyeComm/status/1998032746967679261)  2025-12-08T14:11Z 35.2K followers, 3988 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.]

@HedgeyeComm Avatar @HedgeyeComm Andrew Freedman, CFA 🦅

Andrew Freedman, CFA 🦅 posts on X about $wbd, $nflx, ai, $googl the most. They currently have XXXXXX followers and 1527 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXXXX +933%
  • X Months XXXXXXXXX +69%
  • X Year XXXXXXXXX +4.30%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +14%
  • X Months XXX +17%
  • X Year XXX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX -X%
  • X Month XXXXXX +27%
  • X Months XXXXXX +31%
  • X Year XXXXXX +37%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands finance

Social topic influence $wbd #57, $nflx #115, ai, $googl, $psky #115, meta, at least, $1t, faster, $team

Top accounts mentioned or mentioned by @hedgeye @waterworldcapi1 @hedgeyecom @hedgeyecommbz @keithmccullough @hedgeyesoftware @hedgeyetech @openai @pythiar @akramsrazor @sanzadustin @hedgeyeindstrls @sundarpichai @buccocapital @compound248 @jebediahjohnsen @kevinlmak @blainehodder @lionelhutzesq @entstrategyguy

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Paramount Skydance Corporation Class B Common Stock (PSKY) Atlassian Corporation PLC (TEAM) Confluent, Inc. Class A Common Stock (CFLT)

Top Social Posts

Top posts by engagements in the last XX hours

"IF $WBD gets taken out with a $X in front of it. Heads are literally going to explode"
X Link 2025-10-22T00:13Z 35.2K followers, 9704 engagements

"Place your bets 🤢"
X Link 2025-12-04T23:41Z 35.2K followers, 22.6K engagements

"@corleonecapital Basically"
X Link 2025-12-05T20:50Z 35.2K followers, XXX engagements

"My conviction continues to build in the winner takes all or most market But now with $GOOGL and Gemini XXX and the favorable antitrust outcome the odds have increased that model share / usage ends up looking a lot like the search market in the long run"
X Link 2025-11-18T21:55Z 35.2K followers, 27.6K engagements

"Removing $GOOGL from top picks after XX% run. I removed Google from our 'Top Picks' list yesterday as the catalysts we flagged coming into 2025 have largely played out - and faster than expected. Search stabilization policy tailwinds Cloud acceleration Gemini XXX TPU momentum. All delivered. Could the stock go to $XXX or higher Sure (and I hope it does). But that's another $1T in market cap. At this scale you have to start framing upside differently. On valuation (risk/reward) we are staying disciplined: Our $XXX fair value is based on $XX EPS 25x = $XXX in '29/'30 discounted back at 10%. We"
X Link 2025-11-26T14:29Z 35.2K followers, 939.1K engagements

"I have no position/bias on this name I am genuinely just asking. But what is it about $TEAM that majority of folks seem to be long (have for awhile) and/or positively biased to the name I understand the thesis but just stands out to me. Wondering if there is more to the story or if I am missing something Or if you think I am wrong in my positioning assessment"
X Link 2025-12-05T16:31Z 35.2K followers, 9538 engagements

"Unpopular opinion. but $NFLX acquiring $WBD S&S is WAY more likely to save Hollywood than if $PSKY won the bid"
X Link 2025-12-05T20:35Z 35.2K followers, 17K engagements

"Ill wager $50k that the $NFLX $WBD goes through"
X Link 2025-12-07T02:41Z 35.2K followers, 15.8K engagements

"All these politicians screaming antitrust against $NFLX $WBD destroy more value and are a bigger tax on the system than if people end up paying an extra $X for their Netflix subscription"
X Link 2025-12-07T03:46Z 35.2K followers, 6256 engagements

"Call Thursday 12/11 at 2:00pm ET $NFLX $WBD The central question is straightforward: is this thesis drift or a high-ROIC opportunistic acceleration of Netflixs long-term vision A lot of analysis and data to go though as we dive deep into the deal structure and market/industry impact. Please contact sales@hedgeye.com for access"
X Link 2025-12-07T15:05Z 35.2K followers, 9963 engagements

"$CFLT you knew it was going to happen eventually"
X Link 2025-12-08T03:42Z 35.2K followers, 5041 engagements

"I cant wait to read the disclosures that come out of this bidding process $NFLX $WBD $PSKY"
X Link 2025-12-08T14:11Z 35.2K followers, 3988 engagements

@HedgeyeComm
/creator/twitter::HedgeyeComm