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

Felix Wang, CFA posts on X about $nvda, $crwv, china, $tcehy the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::40333430/interactions)
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- [--] Week [------] +35%
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- [--] Year [---------] +44%

### Mentions: [--] [#](/creator/twitter::40333430/posts_active)
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- [--] Week [--] -43%
- [--] Month [--] +17%
- [--] Months [---] +38%
- [--] Year [---] +36%

### Followers: [------] [#](/creator/twitter::40333430/followers)
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- [--] Week [------] +0.18%
- [--] Month [------] +1.60%
- [--] Months [------] +13%
- [--] Year [------] +24%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  68% [technology brands](/list/technology-brands)  39.2% [finance](/list/finance)  20% [countries](/list/countries)  8% [cryptocurrencies](/list/cryptocurrencies)  5.6% [social networks](/list/social-networks)  2.4% [financial services](/list/financial-services)  0.8% [currencies](/list/currencies)  0.8% [travel destinations](/list/travel-destinations)  0.8% [automotive brands](/list/automotive-brands)  0.8%

**Social topic influence**
[$nvda](/topic/$nvda) 10.4%, [$crwv](/topic/$crwv) 9.6%, [china](/topic/china) #3967, [$tcehy](/topic/$tcehy) #2, [tencent](/topic/tencent) #163, [$msft](/topic/$msft) 5.6%, [$mu](/topic/$mu) 5.6%, [$lrcx](/topic/$lrcx) 5.6%, [$nbis](/topic/$nbis) #60, [$baba](/topic/$baba) #32

**Top accounts mentioned or mentioned by**
[@samofamerica](/creator/undefined) [@hedgeye](/creator/undefined) [@is_inflation](/creator/undefined) [@mntonx](/creator/undefined) [@infinityasset](/creator/undefined) [@fortunemagazine](/creator/undefined) [@business](/creator/undefined) [@sama](/creator/undefined) [@hedgeyechips](/creator/undefined) [@maksimpm](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@amarilloslim1](/creator/undefined) [@zachtushaus](/creator/undefined) [@keithmccullough](/creator/undefined) [@stckpkr7000](/creator/undefined) [@1aminvesting](/creator/undefined) [@capstackcapital](/creator/undefined) [@tradingsuckerx](/creator/undefined) [@timothybuffett](/creator/undefined) [@f28x5](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alibaba Group (BABA)](/topic/$baba) [Apple, Inc. (AAPL)](/topic/$aapl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Oracle Corporation (ORCL)](/topic/$orcl) [Spacemesh (SMH)](/topic/$smh) [Intel Corporation (INTC)](/topic/$intc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Four (FORM)](/topic/$form) [KLA Corp (KLAC)](/topic/$klac) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MINISO Group Holding Ltd. (MNSO)](/topic/$mnso) [DiDi Global Inc. (DIDIY)](/topic/$didiy) [Open Campus (EDU)](/topic/$edu) [Zhihu Inc. (ZH)](/topic/$zh) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Dell Technologies, Inc. (DELL)](/topic/$dell)
### Top Social Posts
Top posts by engagements in the last [--] hours

"JP Morgan thinks Tencent is the biggest winner in the AI war. I actually think Tencent will be further behind on the technology - this LLM war during CNY is kind of unusual for them - we remain Short . $TCEHY http://700.HK http://700.HK"  
[X Link](https://x.com/HedgeyeTech/status/2021795240781222293)  2026-02-12T03:55Z 16.5K followers, [----] engagements


"Disappointed $NBIS didnt ask (skipped) my question on $MSFT workload flexibility- its critical to their growth this yearprobably because I went negative on Nebius back in Dec [----] 😒"  
[X Link](https://x.com/HedgeyeTech/status/2021948069127073806)  2026-02-12T14:02Z 16.5K followers, 11.1K engagements


"My weekend lightning note is out - this week's tickers - $PDD $JD $BABA $BIDU #Douyin $MNSO $EDU $DIDIY $ZH $NTES $TCEHY #Tiktok http://2319.HK http://1024.HK http://2319.HK http://1024.HK"  
[X Link](https://x.com/HedgeyeTech/status/1629908403085807616)  2023-02-26T18:17Z 16.5K followers, [----] engagements


"More bad news for Meituan. This time from Prosus. We're Short. $MPNGY http://3690.HK http://3690.HK"  
[X Link](https://x.com/HedgeyeTech/status/1950712262928351603)  2025-07-31T00:17Z 16.5K followers, [----] engagements


"Meituan stock fell 13% overnight in HK. The last time the stock fell more than that was in March [--] [----] (regulation/COVID-19) $MPNGY http://3690.HK http://3690.HK"  
[X Link](https://x.com/HedgeyeTech/status/1961035303293948197)  2025-08-28T11:57Z 16.5K followers, [----] engagements


"Before the earnings print tonight $NVDA was our #2 Long idea"  
[X Link](https://x.com/HedgeyeTech/status/1991274831346856014)  2025-11-19T22:38Z 16.5K followers, [----] engagements


"Our BEAR thesis on Meituan $MPNGY played out beautifully. We FLIPPED FROM LONG TO SHORT this year. The company just reported its worst quarter IN HISTORY We didn't joke when we previously said Bloomberg profit estimates are 50% too high on Meituan given this intensifying super damaging food/instant delivery war. In case you missed it here are some lowlights from Friday: 1) 2% revenue growth is the lowest ever 2) EBITDA flipped from 15bn in Q3 [----] to negative 15bn in Q3 [----]. This is the first loss since Q1 [----] 3) adj net loss of $2.57 is the worst in history 4) EBITDA margins fell to"  
[X Link](https://x.com/HedgeyeTech/status/1995845604514124282)  2025-12-02T13:20Z 16.5K followers, [----] engagements


"$AAPL cash balance highest since Sept 2019🤔"  
[X Link](https://x.com/HedgeyeTech/status/2016996826914721899)  2026-01-29T22:08Z 16.5K followers, [----] engagements


"Its not fishy. We saw this coming - critical part of our thesis $AAPL Something very fishy about Apple's China numbers https://t.co/caSlcOlwGX Something very fishy about Apple's China numbers https://t.co/caSlcOlwGX"  
[X Link](https://x.com/HedgeyeTech/status/2016998297911566767)  2026-01-29T22:14Z 16.5K followers, 31.5K engagements


"$ORCL Capital raise is going to bring the AI names lower again tomorrow . Wonder where its CDS is trading"  
[X Link](https://x.com/HedgeyeTech/status/2018162471463268638)  2026-02-02T03:20Z 16.5K followers, 10.5K engagements


"This surge in $AAPL is pretty impressive just as AI slumps. Tech rotation"  
[X Link](https://x.com/HedgeyeTech/status/2019062626391585086)  2026-02-04T14:56Z 16.5K followers, [----] engagements


"Sell-side forgot to mention that $ONTO raised guidance yesterday. One of our big winners"  
[X Link](https://x.com/HedgeyeTech/status/2011419689151562141)  2026-01-14T12:46Z 16.5K followers, [----] engagements


"Our $BABA Long Tencent $TCEHY Short - AI pair trade playing out beautifully. Tencent is an extremely non-consensus Short (were the only research firm) #alpha http://700.HK http://700.HK"  
[X Link](https://x.com/HedgeyeTech/status/2014663170770518277)  2026-01-23T11:35Z 16.5K followers, 12.1K engagements


"China tech plunge 🧐 - Tencent and $BIDU down 5% $BABA down 3%"  
[X Link](https://x.com/HedgeyeTech/status/2018513710361571700)  2026-02-03T02:35Z 16.5K followers, [----] engagements


"Xiaomi breaks HK$40 in trading overnight. This means its now down 18% since we REMOVED the LONG a month ago. This morning we wrote to clients why more trouble is coming. Were neutral. $XIACY $AAPL #Samsung http://1810.HK http://1810.HK"  
[X Link](https://x.com/HedgeyeTech/status/1990978860276445460)  2025-11-19T03:02Z 16.5K followers, 10.4K engagements


"How crazy are semi stocks $SMH Consider whats going on 1) company [--] missed both top line and bottom line but said prices at up 10% - stock soars 10% 2) company [--] beat estimates by only 3%stock up 60% in past [--] months and rallying after hours 3) company [--] missed revenues but because data center growth accelerated stock soars. https://twitter.com/i/web/status/2016357523691843829 https://twitter.com/i/web/status/2016357523691843829"  
[X Link](https://x.com/HedgeyeTech/status/2016357523691843829)  2026-01-28T03:47Z 16.5K followers, [----] engagements


"There has been only a few misses in semis so far this earnings seasonand those misses turn out to be only 1-2 day declinesmost of their stocks have all recovered. Unprecedented times $SMH"  
[X Link](https://x.com/HedgeyeTech/status/2021199736502616351)  2026-02-10T12:29Z 16.5K followers, [----] engagements


"Meituan profits ONLY fell 90% YoY; EBITDA down 82%; first revenue miss ever. We went through all the pain records in a client note this morning. 86% buy ratings from the [--] analysts. We're Short. $MPNGY #alpha http://3690.HK http://3690.HK"  
[X Link](https://x.com/anyuser/status/1960688659637657996)  2025-08-27T12:59Z 16.5K followers, 14.7K engagements


"Cheers to a happy & healthy [----] Below are all timestamped Long/Short ideas for [----] and vs respective benchmarks. Appreciate everyone's support. Our average return per idea (active & closed ideas) is 16%.76% hit rate.Short ideas accounted for 41% of all ideas. For tech research subscription see below. We're adding a new product in [----] geared for traders. Stay tuned. $NVDA $CRWV $NBIS $SE $BABA $TCEHY $AAPL $POET $ONTO $MU $DIDIY $SITM $MNSO $WYFI $MPNGY $XIACY $VRT $VRNS $PDD $AMAT http://5930.KR https://insights.hedgeye.com/global-tech-felix-wang/ http://5930.KR"  
[X Link](https://x.com/anyuser/status/2008163573038715108)  2026-01-05T13:08Z 16.5K followers, 14.4K engagements


"1st semi stock in [----] raising guidance and it's an analog company: $MCHP MCHP Microchip Technology guides Q3 revenue $1.185B vs prior guidance at the high end of $1.109B-1.149B and FactSet $1.14B [--] est $1.13-1.15B ($67.06) Management comments: Steve Sanghi Microchip's CEO and President commented "We continue to experience a fairly broad-based recovery in most of our end markets driven by progress we have made in inventory correction in distribution as well as direct customers and with new customer designs turning to production. Our bookings activity was very strong in the December quarter"  
[X Link](https://x.com/HedgeyeTech/status/2008292878284435825)  2026-01-05T21:41Z 16.5K followers, [----] engagements


"More issues are popping up at Tencent not just the gaming VAT rumors. We are the only research firm Short Tencent. Which will get hit first - growth or margins $TCEHY http://700.HK http://700.HK"  
[X Link](https://x.com/HedgeyeTech/status/2019040679364821356)  2026-02-04T13:29Z 16.5K followers, [----] engagements


"$MU is our biggest mistake but I still believe the negative HBM thesis for Micron will play out - unfortunately it's only a few charred trees in the memory forest"  
[X Link](https://x.com/HedgeyeTech/status/2019829652559442035)  2026-02-06T17:44Z 16.5K followers, [----] engagements


"Thanks Charlotte for the feature. Indeed the AI LLM battle in China is heating up super fast. #Bytedance $BABA $BIDU $TCEHY #AI http://2513.HK ByteDance Ltd. and Zhipu have joined a flurry of Chinese companies releasing major AI model upgrades raising the stakes in an intensifying battle for tech dominance and users ahead of the Lunar New Year https://t.co/i6YIHJruyO http://2513.HK ByteDance Ltd. and Zhipu have joined a flurry of Chinese companies releasing major AI model upgrades raising the stakes in an intensifying battle for tech dominance and users ahead of the Lunar New Year"  
[X Link](https://x.com/HedgeyeTech/status/2022028680000847878)  2026-02-12T19:22Z 16.5K followers, [----] engagements


"The modeling from sell-side on $NBIS is terrible - two analysts had [----] revenue estimates of $4.7bn and $5.3bn for revenues - the company just guided to $3.0-3.4bn for 2026"  
[X Link](https://x.com/HedgeyeTech/status/2022031222470586769)  2026-02-12T19:33Z 16.5K followers, 16.6K engagements


"Thanks Sam. Indeed the ugly duckling got less ugly $AMAT. Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT"  
[X Link](https://x.com/HedgeyeTech/status/2022110948480496115)  2026-02-13T00:49Z 16.5K followers, [----] engagements


"Semi earnings: $CRDO fell 14% today; tonight $MRVL dropped 13% - AI losing steam"  
[X Link](https://x.com/HedgeyeTech/status/1897394220446704002)  2025-03-05T21:10Z 13.9K followers, [----] engagements


"Im glad one of the two AI ideas soared 20% yesterday in a downbeat market for AI/semis. There is opportunity somewhere. We just added two new Long ideas - niche growth U.S. AI plays. Subs check your email. We just added two new Long ideas - niche growth U.S. AI plays. Subs check your email"  
[X Link](https://x.com/HedgeyeTech/status/1897632271839945064)  2025-03-06T12:56Z 13.9K followers, [----] engagements


"We got $BBAI wrong - unstable business model and incredibly difficult to model- its a small bear"  
[X Link](https://x.com/HedgeyeTech/status/1897772880689082484)  2025-03-06T22:14Z 13.9K followers, [----] engagements


"BofA removed Vertiv $VRT from its US1 list. It took long enough"  
[X Link](https://x.com/HedgeyeTech/status/1898105197072707653)  2025-03-07T20:15Z 14.1K followers, [----] engagements


"Surprisingly $ADBE is a big outperformer in Software this year but they punted the last two times on earnings- is there any sign that mgmt is finally executing (or catching up) on its AI strategy Well find out with earnings on Wednesday - there isnt much patience left among investors"  
[X Link](https://x.com/HedgeyeTech/status/1899278289102844040)  2025-03-11T01:56Z 13.9K followers, [----] engagements


"$ORCL isnt just the leading contender for #Tiktok. Frankly its quickly becoming the only viable option that both US and China would have a chance to agree on a 50/50 TikTok deal"  
[X Link](https://x.com/HedgeyeTech/status/1900508402813472886)  2025-03-14T11:24Z 14K followers, [----] engagements


"$FUTU continues to crush estimates. Yesterday we wrote why sell-side needs to substantially raise #s. We're Long and has been a huge winner"  
[X Link](https://x.com/HedgeyeTech/status/1900509481177424240)  2025-03-14T11:29Z 14.1K followers, [----] engagements


"Last Friday we removed our Applied Materials $AMAT Short - we will review in more details why to clients in a call this morning including insights from my supply chain contacts. We had been Short since Oct 15th [----]. The thesis played out beautifully in the semi cap space. Our call was powerful and right for the right reasons. We'll likely come back to this underperformer at some point. $LRCX $ASML $KLAC $TOELY Two huge position monitor changes later this morning. Will be surprising. Make sure to check your emails Two huge position monitor changes later this morning. Will be surprising. Make"  
[X Link](https://x.com/HedgeyeTech/status/1901948444802949233)  2025-03-18T10:47Z 14.1K followers, [----] engagements


"$NVDA Jensen keynote @ GTC in [--] mins. Meanwhile talking heads like $DELL CEO hyping up the moment on their own YouTube channel"  
[X Link](https://x.com/HedgeyeTech/status/1902036718204674129)  2025-03-18T16:37Z 14K followers, [----] engagements


"We had to cut $NBIS estimates today after comments from $NVDA GTC. This time for [----] expectations. Still on the sidelines on this one"  
[X Link](https://x.com/HedgeyeTech/status/1902187497892790484)  2025-03-19T02:36Z 14K followers, [----] engagements


"We were modeling $8.88bn for Micron's FQ3 [----] revenues - Micron guided to $8.80bn (midpoint) $MU"  
[X Link](https://x.com/HedgeyeTech/status/1902844114556567619)  2025-03-20T22:06Z 14.1K followers, [----] engagements


"Anyone know when the Coreweave roadshow was"  
[X Link](https://x.com/HedgeyeTech/status/1902844536809808028)  2025-03-20T22:07Z 14K followers, [----] engagements


"Coreweave IPO to trade next Friday $CRWV"  
[X Link](https://x.com/HedgeyeTech/status/1903186912279462222)  2025-03-21T20:48Z 14K followers, [----] engagements


"$NBIS now cut in half since we REMOVED our Long last month at $48. The story is changing pretty rapidly for this name based on our due diligence. I think we remain the closest to this name among the research firms out there. All eyes on $CRWV IPO on Friday. We removed our $NBIS Long idea $48 last Thursday in a detailed client note (see below). Stock is up an incredible 50% since our Bullish call only a month ago. Currently $NBIS is $38 - pretty volatile. We're really the only analyst covering Nebius which has turned into a large https://t.co/SSGlotAdXd We removed our $NBIS Long idea $48 last"  
[X Link](https://x.com/HedgeyeTech/status/1904906811154534759)  2025-03-26T14:42Z 14.1K followers, 11.3K engagements


"@MNTonX Yes in a material way company specific issues which started with their Q4 earnings coreweave (comp) estimate changes along with nuggets I gleaned from $NVDA GTC. Lots of moving parts but right now its out of favor"  
[X Link](https://x.com/HedgeyeTech/status/1904932985964527869)  2025-03-26T16:26Z 14.1K followers, [---] engagements


"Only China tech + $ADBE + our new cybersecurity pick are up today. A sea of red elsewhere else"  
[X Link](https://x.com/HedgeyeTech/status/1905305537274585162)  2025-03-27T17:06Z 14.1K followers, [----] engagements


"Despite lots of $MSFT skepticism lately Microsoft is the best performer within Mag [--] in the past month. Company considering independently develop genAI model"  
[X Link](https://x.com/HedgeyeTech/status/1905588701855383882)  2025-03-28T11:52Z 14.1K followers, [----] engagements


"Trump exempts phones computers chips from new tariffs"  
[X Link](https://x.com/HedgeyeTech/status/1911047361771561098)  2025-04-12T13:22Z 14.1K followers, [----] engagements


"Here comes the 50% price target cuts from sell-side: already saw [--] this morning $XLK $QQQ $SMH"  
[X Link](https://x.com/HedgeyeTech/status/1912123983568285774)  2025-04-15T12:40Z 14.1K followers, [----] engagements


"Let's see if the underperformance can continue $CRWV. Plenty of risks Presentation topics: Hedgeye GPU rental pricing database Hedgeye proprietary global data center construction database (includes hyperscalers) MSFT - our supply chain contacts commentary Roadshow tidbits S-1 risks Neocloud vs hyperscaler Tariff impact - good and bad CRWV vs NBIS AI multiples Quasi-hidden Debt Utilization GPU/capex build up GB200/300 Customer concentration risk MFU GPU depreciation Commitments DDTL 1.0/2.0 SoftBank & OpenAI GPT metrics MSA Debt structure - repayments Google/TPU rumor Lepton AI Insider selling"  
[X Link](https://x.com/HedgeyeTech/status/1912206556403290308)  2025-04-15T18:09Z 14.1K followers, 13.7K engagements


"$SMCI just guided 18% below prior guidance on revenues (March Q) - shares down 18% AH"  
[X Link](https://x.com/HedgeyeTech/status/1917315912341835817)  2025-04-29T20:31Z 14.1K followers, [----] engagements


"$SITM crushed earnings estimates by the most EVER (in % terms) since they went public. We went Long in March and it was been a outperformer in semis $SMH"  
[X Link](https://x.com/HedgeyeTech/status/1920462786754134030)  2025-05-08T12:56Z 14.4K followers, [----] engagements


"@infinityasset We cover both companies extremely closely. Still on the sidelines on $NBIS. Different model different catalysts"  
[X Link](https://x.com/HedgeyeTech/status/1920870483563598294)  2025-05-09T15:56Z 14.2K followers, [---] engagements


""Chime is a technology company not a bank" - $CHYM IPO"  
[X Link](https://x.com/HedgeyeTech/status/1922384741019369608)  2025-05-13T20:13Z 14.1K followers, [----] engagements


"Over the past month Ive had deep conversations with [--] smart institutional investors from around the world on $CRWV- only one is bullish. The Short definitely stings but I have yet to hear major pushback"  
[X Link](https://x.com/HedgeyeTech/status/1928240877270450635)  2025-05-30T00:03Z 14.2K followers, [----] engagements


"EDA access quietly restored to some Chinese companies $SNPS $CDNS #TACO"  
[X Link](https://x.com/HedgeyeTech/status/1932044665261347327)  2025-06-09T11:58Z 14.3K followers, [----] engagements


"We're flipping $LRCX from Long to Short We went Long Lam Research (LRCX) back in November [----] as a pair trade against our AMAT Short given shifting Entity List dynamics the fact that Lam is a much better operationally run company and our optimism on the multi-year NAND upgrade opportunity. That pair trade has played out beautifully as $AMAT is the worst performing semicap and LRCX is the 2nd best performing semicap (after $KLAC). Our pair spread is 40%. Our semicap update is tomorrow. Below is how we add value on the research side along with our fab construction/expansion projects database."  
[X Link](https://x.com/HedgeyeTech/status/1932411675958800728)  2025-06-10T12:17Z 14.7K followers, 20.1K engagements


"I don't think I have ever seen so much promoting from partners in one press release (from Micron). $MU"  
[X Link](https://x.com/HedgeyeTech/status/1933144750233620708)  2025-06-12T12:49Z 14.3K followers, [----] engagements


"Big thanks to Carmen and Alex for quoting me on $CRWV. Short is burning quicker than S'mores over an open flame but what about the next few years @FortuneMagazine @business @Hedgeye https://fortune.com/2025/06/06/coreweave-stock-surge-250-percent-since-ipo-doubters-baffled-openai-microsoft-nvidia/ https://www.bloomberg.com/news/articles/2025-06-12/coreweave-shorts-face-150-borrow-costs-after-1-6-billion-lossutm_source=website&utm_medium=share&utm_campaign=twitter https://fortune.com/2025/06/06/coreweave-stock-surge-250-percent-since-ipo-doubters-baffled-openai-microsoft-nvidia/"  
[X Link](https://x.com/HedgeyeTech/status/1933193546233954721)  2025-06-12T16:03Z 14.2K followers, [----] engagements


"Microsoft $MSFT ready to walk away from talks with OpenAI"  
[X Link](https://x.com/HedgeyeTech/status/1935428659575443964)  2025-06-18T20:05Z 14.2K followers, [----] engagements


"Lots of chatter on $MU SOCAMM certification from $NVDA earlier this month. We were early in detecting this and remain Long $MU"  
[X Link](https://x.com/HedgeyeTech/status/1936768121664090397)  2025-06-22T12:47Z 14.3K followers, [----] engagements


"Think this is the 1st crypto miner (turned AI) to return to crypto. Blockchain hardware supplier Canaan $CAN announced on June [--] [----] that it will officially terminate its AI chip business development and return to focusing on cryptocurrency mining machines. Canaan pointed out that the AI business has not generated significant revenue over the long term but has consumed excessive company resources"  
[X Link](https://x.com/HedgeyeTech/status/1937850423337009283)  2025-06-25T12:28Z 14.3K followers, [----] engagements


"Anyone else confused by this giant rally in semicaps Sell-side trying to justify the move by raising WFE by 8%-10% points. Is it just no one believing in Trump semi tariffs $AMAT $LRCX $KLAC $ASML $FORM"  
[X Link](https://x.com/HedgeyeTech/status/1942720633109950671)  2025-07-08T23:01Z 14.4K followers, [----] engagements


"Why doesnt AWS just acquire Anthropic rather than billions dollars more in investment"  
[X Link](https://x.com/HedgeyeTech/status/1943274579117642220)  2025-07-10T11:42Z 14.3K followers, [----] engagements


"Our #2 Long idea $FUTU continues to soar (up 80% YTD) and hit its highest level since [----]. A couple of weeks ago we wrote a client note on the upcoming stablecoin catalyst. IPO fever also propelling FUTU"  
[X Link](https://x.com/HedgeyeTech/status/1943653248898080814)  2025-07-11T12:47Z 14.4K followers, [----] engagements


"Why is $CSCO holding 1.1m shares of $CRWV"  
[X Link](https://x.com/HedgeyeTech/status/1943677669335261636)  2025-07-11T14:24Z 14.4K followers, [----] engagements


"Jensen to host media briefing in Beijing on May [--] $NVDA"  
[X Link](https://x.com/HedgeyeTech/status/1944543725683962300)  2025-07-13T23:45Z 14.3K followers, [----] engagements


"Here comes the slashing by Lip-Bu Tan: +4000 layoffs at $INTC. despite rumored 70% yields at Panther Lake"  
[X Link](https://x.com/HedgeyeTech/status/1944722029984325735)  2025-07-14T11:33Z 14.3K followers, [----] engagements


"We went Long $VRT last Thursday on the AWS IRHX plunge. We will discuss in a client call this morning why we thought the move was exaggerated"  
[X Link](https://x.com/HedgeyeTech/status/1944733113759986065)  2025-07-14T12:18Z 14.3K followers, [----] engagements


"Wow H20 ban removed $NVDA"  
[X Link](https://x.com/HedgeyeTech/status/1944947562252804606)  2025-07-15T02:30Z 14.3K followers, [----] engagements


"What is this $AVGO event at 9am AVGO hosting an event to unveil something previously thought to be impossible. We cant wait to tell you about it. Stay tuned. https://www.linkedin.com/posts/broadcom_next-tuesday-were-unveiling-something-previously-activity-7349491430710530049-Fw1Qutm_medium=ios_app&rcm=ACoAAAM2wCoBMVCkWkEEzWzd0g9qKt5V8mXZw0o&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/HedgeyeTech/status/1945089008398143750)  2025-07-15T11:52Z 14.4K followers, [----] engagements


"$ASML plunging 9% on [----] growth uncertainty - dragging rest of semicaps lower $LRCX $AMAT $KLAC . We had also been cautious on [----] WFE expectations given our global fab database "  
[X Link](https://x.com/HedgeyeTech/status/1945426300614725911)  2025-07-16T10:12Z 14.4K followers, [----] engagements


"Bold sell rating from HSBC on $CRWV - 78% downside to $32"  
[X Link](https://x.com/HedgeyeTech/status/1945596384331104380)  2025-07-16T21:28Z 14.4K followers, [----] engagements


"@sama Jensen Huang and Lisa Su is proud of you $NVDA $AMD"  
[X Link](https://x.com/HedgeyeTech/status/1947099699565011447)  2025-07-21T01:01Z 14.4K followers, [----] engagements


"Earlier this morning we flipped $MU again from Long to the Short side - flash call tomorrow at 10am ET. So far our fundamental track record on Micron has been accurate. Is 1H [----] going to be trouble for the company"  
[X Link](https://x.com/HedgeyeTech/status/1947330226779984232)  2025-07-21T16:18Z 14.4K followers, [----] engagements


"I guess if you dont beat/raise guidance by a meaningful amount expect sell-off this earnings season. $TXN down 11% after hours on only in-line rev guidance and bearish color on autos"  
[X Link](https://x.com/HedgeyeTech/status/1947771130233950293)  2025-07-22T21:29Z 14.4K followers, [----] engagements


"Tencent quietly hit its highest level since June 2021- were Long. Clearly an AI application winner $TCEHY http://700.HK http://700.HK"  
[X Link](https://x.com/HedgeyeTech/status/1947982260185243966)  2025-07-23T11:28Z 14.7K followers, [----] engagements


"Big beat-and-raise from $VRNS -a $MSFT proxy. We're Long. Still a relatively unknown turnaround story"  
[X Link](https://x.com/HedgeyeTech/status/1950599414168318324)  2025-07-30T16:48Z 15K followers, [----] engagements


"Did the $CRWV bubble finally pop Remarkably it's still up 52% since its last earnings call"  
[X Link](https://x.com/HedgeyeTech/status/1950609185944600695)  2025-07-30T17:27Z 14.5K followers, [----] engagements


"When we flipped $LRCX to Short it was based on worries on their December Q and [----] expectations including on WFE. Last night investors got a reality check on this. I expect some downgrades. We're flipping $LRCX from Long to Short We went Long Lam Research (LRCX) back in November [----] as a pair trade against our AMAT Short given shifting Entity List dynamics the fact that Lam is a much better operationally run company and our optimism on the multi-year NAND https://t.co/OmD83XhTb5 We're flipping $LRCX from Long to Short We went Long Lam Research (LRCX) back in November [----] as a pair trade"  
[X Link](https://x.com/HedgeyeTech/status/1950864037228519861)  2025-07-31T10:20Z 14.6K followers, 11.9K engagements


"$PI is ripping in my face. Big mistake but the conf call doesnt shake my long-term view on RFID"  
[X Link](https://x.com/HedgeyeTech/status/1950864820695167025)  2025-07-31T10:23Z 14.5K followers, [----] engagements


"With $AMZN /AWS tumbling what does big Jeff have to say 🤣 presenting: big jeff's trainium hell https://t.co/Q4yonw7diN presenting: big jeff's trainium hell https://t.co/Q4yonw7diN"  
[X Link](https://x.com/HedgeyeTech/status/1951249495313768676)  2025-08-01T11:51Z 14.4K followers, [----] engagements


"$LRCX's guidance is a reality check while $FORM had major structural issues. $MU is faltering again. If you want a differentiated view reach out to us - we're the only Short on $LRCX and $FORM; one other sell rating on $MU. @HedgeyeChips"  
[X Link](https://x.com/HedgeyeTech/status/1951253602552492136)  2025-08-01T12:08Z 14.7K followers, [----] engagements


"Monthly AI/datacenter infra update call tomorrow - will address our Longs - $NBIS + $WYFI"  
[X Link](https://x.com/HedgeyeTech/status/1952703963129667753)  2025-08-05T12:11Z 14.5K followers, [----] engagements


"@Maksim_P_M Good point unless the HPC/AI positive momentum is just too much. BTBT is also a funder for WYFI"  
[X Link](https://x.com/HedgeyeTech/status/1952715885564551423)  2025-08-05T12:58Z 14.5K followers, [---] engagements


"I only see Tencent in the green in HK trading among Chinese megacaps- earlier today we wrote to clients about the progress its LLM (Yuanbao) made in July [----]. We're Long. $TCEHY http://700.HK http://700.HK"  
[X Link](https://x.com/HedgeyeTech/status/1952922066736562247)  2025-08-06T02:37Z 14.7K followers, [----] engagements


"I just read an analyst note justifying 40x -50x EV/sales for a company who is transforming even though growth will be cut in half beginning next quarter. This is the AI world we live in 🤔"  
[X Link](https://x.com/HedgeyeTech/status/1953055538817671455)  2025-08-06T11:28Z 14.5K followers, [----] engagements


"It's great that research and stock price move together. Doesn't happen every time. Our model exactly hit $NBIS's Q2 revs ($105m) and ARR ($430m). Thus few surprises vs us - we're Long"  
[X Link](https://x.com/HedgeyeTech/status/1953794428662841845)  2025-08-08T12:24Z 14.6K followers, [----] engagements


"Somehow $LRCX is now trading at 24x forward P/E - 4.5x turns higher than its 3-year average. this is for a company that may not grow much at all next year"  
[X Link](https://x.com/HedgeyeTech/status/1953842344467251583)  2025-08-08T15:34Z 14.7K followers, [----] engagements


"$CRWV Goldman Sachs analyst said "congrats on a spectacular quarter". What was he drinking"  
[X Link](https://x.com/HedgeyeTech/status/1955380847198269444)  2025-08-12T21:28Z 14.7K followers, [----] engagements


"China big tech has mostly missed this giant rally in global stocks. Its going to be an uneven earnings season for China. Tencent $TCEHY and $JD on tap this week"  
[X Link](https://x.com/HedgeyeTech/status/1955454597176365104)  2025-08-13T02:21Z 14.7K followers, [----] engagements


"Last night we went through most of what went wrong for $CRWV in a client note - picked up a few more from the accounting sleuths out there. the next few trading days for $CRWV will be volatile"  
[X Link](https://x.com/HedgeyeTech/status/1955659909078356475)  2025-08-13T15:57Z 14.6K followers, [----] engagements


"$JD profits fell by 47%Meituan is next"  
[X Link](https://x.com/HedgeyeTech/status/1955958890291507634)  2025-08-14T11:45Z 14.8K followers, [----] engagements


"I think there is a mini-bubble in semicaps. If you have a different opinion as an investor DM me. Love to hear the other side"  
[X Link](https://x.com/HedgeyeTech/status/1956368509023187047)  2025-08-15T14:52Z 14.6K followers, [----] engagements


"Buffett sold more Apple shares in Q2 $AAPL - once he starts he can't stop"  
[X Link](https://x.com/HedgeyeTech/status/1956374956843176351)  2025-08-15T15:18Z 14.6K followers, [----] engagements


"Wait Altman says were in an AI bubble be Sam Altman openai gonna spend TRILLIONS on datacenters soon We have better models and no you cant see them lmao Are we in an AI bubble Altman: My opinion is YES. https://t.co/okmnFhVvi4 be Sam Altman openai gonna spend TRILLIONS on datacenters soon We have better models and no you cant see them lmao Are we in an AI bubble Altman: My opinion is YES. https://t.co/okmnFhVvi4"  
[X Link](https://x.com/HedgeyeTech/status/1956499690884571592)  2025-08-15T23:34Z 14.7K followers, [----] engagements


"Our next idea is going to ruffle a ton of feathers"  
[X Link](https://x.com/HedgeyeTech/status/1957540211648331789)  2025-08-18T20:28Z 14.7K followers, [----] engagements


"@StockSavvyShay Citron should know its hard to Short a definitive leader"  
[X Link](https://x.com/HedgeyeTech/status/1957540636661256320)  2025-08-18T20:30Z 14.7K followers, [----] engagements


"Two $CRWV upgrades this morning just because stock is down 50% from its bubble highs"  
[X Link](https://x.com/HedgeyeTech/status/1958508904582660505)  2025-08-21T12:38Z 14.8K followers, [----] engagements


"Yesterday morning we removed $PDD from our Long list. We will be back"  
[X Link](https://x.com/HedgeyeTech/status/1960318079470064014)  2025-08-26T12:27Z 14.8K followers, [----] engagements


"Who wants H20 chip who is not Chinese 🤔 everyone is guessing $NVDA"  
[X Link](https://x.com/HedgeyeTech/status/1960885679921275186)  2025-08-28T02:02Z 14.8K followers, [----] engagements


"People saying $NVDA compute missed for the 1st time. Actually compute missed for the 2nd consecutive quarter - the first time was bc of mismodeling of China. The 2nd time is a lot more ambiguous despite NVDA saying its because of China"  
[X Link](https://x.com/HedgeyeTech/status/1961029313123221836)  2025-08-28T11:33Z 14.8K followers, [----] engagements


"Yep Insiders selling fast $CRWV $CRWV sinks amid rapid-fire sales by insiders after the expiration of the AI data center companys lockup period following its IPO. Insiders have sold over [--] million shares since its the period ended in August. https://t.co/m4ZYIdCdre $CRWV sinks amid rapid-fire sales by insiders after the expiration of the AI data center companys lockup period following its IPO. Insiders have sold over [--] million shares since its the period ended in August. https://t.co/m4ZYIdCdre"  
[X Link](https://x.com/HedgeyeTech/status/1962944773167186262)  2025-09-02T18:24Z 14.9K followers, 10.9K engagements


"@Amarillo_Slim1 Vertiv went down 30% and missed backlog/orders for [--] quarters. Whats your beef"  
[X Link](https://x.com/HedgeyeTech/status/1964735844000162045)  2025-09-07T17:01Z 14.9K followers, [---] engagements


"When will folks start respecting $ORCL as a hyperscaler"  
[X Link](https://x.com/HedgeyeTech/status/1965511444537246205)  2025-09-09T20:23Z 14.9K followers, [----] engagements


"In our monthly datacenter calls we pointed out that $MSFT was the biggest winner on datacenter pipeline (capex) in Q2 [----]. In Q3 [----] we argue it's someone else"  
[X Link](https://x.com/HedgeyeTech/status/1966113746251858280)  2025-09-11T12:17Z 14.9K followers, [----] engagements


"$NVDA just saved Intel $INTC"  
[X Link](https://x.com/HedgeyeTech/status/1968641910408360215)  2025-09-18T11:43Z 15K followers, [----] engagements


"Samsung - only took [--] long months for HBM3E to get qualified HBM4 better be a lot faster (pun intended)"  
[X Link](https://x.com/HedgeyeTech/status/1969022460411400350)  2025-09-19T12:55Z 15.1K followers, [----] engagements


"Goldman Sachs saying fever bull market means making money with eyes closed. How is this not concerning"  
[X Link](https://x.com/HedgeyeTech/status/1970455564871237780)  2025-09-23T11:49Z 15K followers, [----] engagements


"OpenAI needs money. Coreweave needs money. SoftBank needs money. $NVDA has money"  
[X Link](https://x.com/HedgeyeTech/status/1970457110551961945)  2025-09-23T11:55Z 15K followers, [----] engagements


"@zachtushaus I dont really think China is going to be the major mover for WFE changes"  
[X Link](https://x.com/HedgeyeTech/status/1970466070541607006)  2025-09-23T12:31Z 15K followers, [---] engagements


"Were positioned really well for the China AI frenzy (including $BABA up over 52% since we went Long)but bubbles are emerging as well While MANY on X were moaning about "September Seasonality" in early SEP (because the market had a minor correction). Our community was buying $BABA at $135 WHEN it was added to our popular (because its accurate) Signal Strength Stocks quantamental product Wang on fire https://t.co/sPzkPGH2cM While MANY on X were moaning about "September Seasonality" in early SEP (because the market had a minor correction). Our community was buying $BABA at $135 WHEN it was added"  
[X Link](https://x.com/HedgeyeTech/status/1970814473641594905)  2025-09-24T11:36Z 15K followers, [----] engagements


"Sell-side forgot to mention that $MU HBM missed the whisper # again. Our Short isn't working but we're patient on 2026"  
[X Link](https://x.com/HedgeyeTech/status/1970857960562983051)  2025-09-24T14:28Z 15K followers, [----] engagements


"$INTC up again - approaching $TSM for partnership"  
[X Link](https://x.com/HedgeyeTech/status/1971288482304884967)  2025-09-25T18:59Z 15K followers, [----] engagements


"Morgan Stanley adds $MSFT as top pick 🤔 weve been more cautious on Microsoft lately"  
[X Link](https://x.com/HedgeyeTech/status/1971539255337107797)  2025-09-26T11:36Z 15K followers, [----] engagements


"A single rack draws 100kW. A Google superpod of [----] networked Ironwood TPU chips draws [--] MW. For perspective the average US household draws less than [--] kW -Chips/Cheese"  
[X Link](https://x.com/HedgeyeTech/status/1973133154039788018)  2025-09-30T21:09Z 15K followers, [----] engagements


"Many AI stocks are trading way above their fair valuation but investors dont seem to care"  
[X Link](https://x.com/HedgeyeTech/status/1973570893218734370)  2025-10-02T02:09Z 15K followers, [----] engagements


"Goldman Sachs most Shorted basket of stocks was up 8% last week the squeeze continues"  
[X Link](https://x.com/HedgeyeTech/status/1974825375659167769)  2025-10-05T13:13Z 15.1K followers, [----] engagements


"No China deal"  
[X Link](https://x.com/HedgeyeTech/status/1976664947670265865)  2025-10-10T15:03Z 15.1K followers, [----] engagements


"Why is Wal-Mart selling this for $21600 Who is the customer Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly get back up. https://t.co/gDR0n0eIXl Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly get back up. https://t.co/gDR0n0eIXl"  
[X Link](https://x.com/HedgeyeTech/status/1977518230324265415)  2025-10-12T23:34Z 15.1K followers, [----] engagements


"I just arrived in San Jose for #OCP but realized my good-reviewed hotel just turned into a homeless shelter.so Im homeless for tonight🙂"  
[X Link](https://x.com/HedgeyeTech/status/1977748145518862631)  2025-10-13T14:47Z 15.1K followers, [----] engagements


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


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


"$INTC new GPU (Crescent Island) with LPDDR5X sampling 2H [----] - anyone care"  
[X Link](https://x.com/HedgeyeTech/status/1978156409716986085)  2025-10-14T17:50Z 15.1K followers, [----] engagements


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


"good ol' $LVS modeling #AllNighter"  
[X Link](https://x.com/HedgeyeTech/status/560649444778328064)  2015-01-29T04:03Z 13K followers, [--] engagements


"$RCL Anthem is getting close to becoming a Carnival-esque problem. Norovirus the latest headache"  
[X Link](https://x.com/HedgeyeTech/status/704114752327327744)  2016-02-29T01:23Z 13K followers, [--] engagements


"$WYNN outstanding quarter"  
[X Link](https://x.com/HedgeyeTech/status/856963185022312452)  2017-04-25T20:08Z 13K followers, [--] engagements


"Wow Las vegas RevPAR negative $LVS .wonder if $MGM can meet tomorrow"  
[X Link](https://x.com/HedgeyeTech/status/890312876908572673)  2017-07-26T20:48Z 13K followers, [--] engagements


"$CCL $RCL $NCLH if analysts still believe the Caribbean is on par or better than last year they need a reality check"  
[X Link](https://x.com/HedgeyeTech/status/971449055170781185)  2018-03-07T18:14Z 13K followers, [--] engagements

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