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# ![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::40333430.png) @HedgeyeTech Felix Wang, CFA

Felix Wang, CFA posts on X about meituan, $mpngy, $se, next big the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::40333430/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40333430/c:line/m:interactions.svg)

- X Week XXXXXX +170%
- X Month XXXXXX +20%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XXXX%

### Mentions: X [#](/creator/twitter::40333430/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40333430/c:line/m:posts_active.svg)

- X Week XX +22%
- X Month XX no change
- X Months XXX +13%
- X Year XXX +63%

### Followers: XXXXXX [#](/creator/twitter::40333430/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40333430/c:line/m:followers.svg)

- X Week XXXXXX +0.14%
- X Month XXXXXX +1.10%
- X Months XXXXXX +7.20%
- X Year XXXXXX +16%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::40333430/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::40333430/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::40333430/influence)
---

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

**Social topic influence**
[meituan](/topic/meituan) 1.9%, [$mpngy](/topic/$mpngy) 1.9%, [$se](/topic/$se) 1.27%, [next big](/topic/next-big) 1.27%, [$onto](/topic/$onto) 0.63%, [investment](/topic/investment) 0.63%, [$vrt](/topic/$vrt) 0.63%, [upside](/topic/upside) 0.63%, [$nbis](/topic/$nbis) 0.63%, [$7bn](/topic/$7bn) XXXX%

**Top accounts mentioned or mentioned by**
[@hedgeye](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyecom](/creator/undefined) [@helixcapital_](/creator/undefined) [@305_capital](/creator/undefined) [@maksim_p_m](/creator/undefined) [@capitalismworld](/creator/undefined) [@trendwhizo](/creator/undefined) [@sleepwelltrung](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@investortobacco](/creator/undefined) [@5centstoadollar](/creator/undefined) [@fortunemagazine](/creator/undefined) [@business](/creator/undefined) [@sama](/creator/undefined) [@maksimpm](/creator/undefined) [@sixthtone](/creator/undefined) [@cnbc](/creator/undefined) [@lngeconomist](/creator/undefined) [@hedgeyechina](/creator/undefined)

**Top assets mentioned**
[Sea Limited (SE)](/topic/$se) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alibaba Group (BABA)](/topic/$baba) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::40333430/posts)
---
Top posts by engagements in the last XX hours

"Sellside upgrade this morning on $ONTO. Did they read our presentation Stock may now start outperforming its peers afte multiple years of underperformance"  
[X Link](https://x.com/HedgeyeTech/status/1970454279266660379) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-09-23T11:44Z 15.1K followers, 3513 engagements


"We continue to pare back our monster AI winners. Latest being $VRT. The upside is very limited and we disclosed a key hurdle that may keep investors on edge"  
[X Link](https://x.com/HedgeyeTech/status/1975899753155297791) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-08T12:23Z 15.1K followers, 11.4K engagements


"I'm believing to think Clickhouse $NBIS actually deserves its $7bn valuation"  
[X Link](https://x.com/HedgeyeTech/status/1976637428485001682) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-10T13:14Z 15.1K followers, 8257 engagements


"ESUN diagram from $AVGO"  
[X Link](https://x.com/HedgeyeTech/status/1978138426130980992) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-14T16:38Z 15.1K followers, 1397 engagements


"Even Alibaba $BABA involved in ESUN"  
[X Link](https://x.com/HedgeyeTech/status/1978139147714842993) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-14T16:41Z 15.1K followers, 3216 engagements


"More bad news for Meituan. This time from Prosus. We're Short. $MPNGY"  
[X Link](https://x.com/HedgeyeTech/status/1950712262928351603) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-07-31T00:17Z 15.1K followers, 3289 engagements


"Meituan profits ONLY fell XX% YoY; EBITDA down 82%; first revenue miss ever. We went through all the pain records in a client note this morning. XX% buy ratings from the XX analysts. We're Short. $MPNGY #alpha"  
[X Link](https://x.com/HedgeyeTech/status/1960688659637657996) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-08-27T12:59Z 15.1K followers, 14.6K engagements


"Meituan stock fell XX% overnight in HK. The last time the stock fell more than that was in March XX 2022 (regulation/COVID-19) $MPNGY"  
[X Link](https://x.com/HedgeyeTech/status/1961035303293948197) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-08-28T11:57Z 15.1K followers, 2415 engagements


"$SE has UNDERPERFORMED $QQQ by X% since our Short pitch. Do investors understand the risks heading into 2026"  
[X Link](https://x.com/HedgeyeTech/status/1970485165135691888) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-09-23T13:47Z 15.1K followers, 24.1K engagements


"Getting ready for packed #OCPSummit25 keynotes : $MSFT $GOOGL $NVDA $ORCL $AMD #Crusoe $SMCI"  
[X Link](https://x.com/HedgeyeTech/status/1977870773537632612) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-13T22:55Z 15.1K followers, 2198 engagements


"$TSM MISSED on their Q3 capex - how are semicaps up"  
[X Link](https://x.com/HedgeyeTech/status/1978825162381291799) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-16T14:07Z 15.1K followers, 1768 engagements


"We pitched our $SE Short at the Top ($196) on Sept 10/11. More risks are popping up for the company heading into 2026. #alpha"  
[X Link](https://x.com/HedgeyeTech/status/1978842195504349695) [@HedgeyeTech](/creator/x/HedgeyeTech) 2025-10-16T15:15Z 15.1K followers, 11.7K 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.]

@HedgeyeTech Avatar @HedgeyeTech Felix Wang, CFA

Felix Wang, CFA posts on X about meituan, $mpngy, $se, next big the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +170%
  • X Month XXXXXX +20%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XXXX%

Mentions: X #

Mentions Line Chart

  • X Week XX +22%
  • X Month XX no change
  • X Months XXX +13%
  • X Year XXX +63%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.14%
  • X Month XXXXXX +1.10%
  • X Months XXXXXX +7.20%
  • X Year XXXXXX +16%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% technology brands XXX% finance XXXX%

Social topic influence meituan 1.9%, $mpngy 1.9%, $se 1.27%, next big 1.27%, $onto 0.63%, investment 0.63%, $vrt 0.63%, upside 0.63%, $nbis 0.63%, $7bn XXXX%

Top accounts mentioned or mentioned by @hedgeye @keithmccullough @hedgeyecom @helixcapital_ @305_capital @maksim_p_m @capitalismworld @trendwhizo @sleepwelltrung @hedgeyecomm @investortobacco @5centstoadollar @fortunemagazine @business @sama @maksimpm @sixthtone @cnbc @lngeconomist @hedgeyechina

Top assets mentioned Sea Limited (SE) Onto Innovation Inc. (ONTO) Vertiv Holdings Co (VRT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Broadcom, Inc. (AVGO) Alibaba Group (BABA) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Super Micro Computer, Inc. Common Stock (SMCI) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM)

Top Social Posts #


Top posts by engagements in the last XX hours

"Sellside upgrade this morning on $ONTO. Did they read our presentation Stock may now start outperforming its peers afte multiple years of underperformance"
X Link @HedgeyeTech 2025-09-23T11:44Z 15.1K followers, 3513 engagements

"We continue to pare back our monster AI winners. Latest being $VRT. The upside is very limited and we disclosed a key hurdle that may keep investors on edge"
X Link @HedgeyeTech 2025-10-08T12:23Z 15.1K followers, 11.4K engagements

"I'm believing to think Clickhouse $NBIS actually deserves its $7bn valuation"
X Link @HedgeyeTech 2025-10-10T13:14Z 15.1K followers, 8257 engagements

"ESUN diagram from $AVGO"
X Link @HedgeyeTech 2025-10-14T16:38Z 15.1K followers, 1397 engagements

"Even Alibaba $BABA involved in ESUN"
X Link @HedgeyeTech 2025-10-14T16:41Z 15.1K followers, 3216 engagements

"More bad news for Meituan. This time from Prosus. We're Short. $MPNGY"
X Link @HedgeyeTech 2025-07-31T00:17Z 15.1K followers, 3289 engagements

"Meituan profits ONLY fell XX% YoY; EBITDA down 82%; first revenue miss ever. We went through all the pain records in a client note this morning. XX% buy ratings from the XX analysts. We're Short. $MPNGY #alpha"
X Link @HedgeyeTech 2025-08-27T12:59Z 15.1K followers, 14.6K engagements

"Meituan stock fell XX% overnight in HK. The last time the stock fell more than that was in March XX 2022 (regulation/COVID-19) $MPNGY"
X Link @HedgeyeTech 2025-08-28T11:57Z 15.1K followers, 2415 engagements

"$SE has UNDERPERFORMED $QQQ by X% since our Short pitch. Do investors understand the risks heading into 2026"
X Link @HedgeyeTech 2025-09-23T13:47Z 15.1K followers, 24.1K engagements

"Getting ready for packed #OCPSummit25 keynotes : $MSFT $GOOGL $NVDA $ORCL $AMD #Crusoe $SMCI"
X Link @HedgeyeTech 2025-10-13T22:55Z 15.1K followers, 2198 engagements

"$TSM MISSED on their Q3 capex - how are semicaps up"
X Link @HedgeyeTech 2025-10-16T14:07Z 15.1K followers, 1768 engagements

"We pitched our $SE Short at the Top ($196) on Sept 10/11. More risks are popping up for the company heading into 2026. #alpha"
X Link @HedgeyeTech 2025-10-16T15:15Z 15.1K followers, 11.7K engagements

@HedgeyeTech
/creator/twitter::HedgeyeTech