#  @MasterHedge MasterHedge MasterHedge posts on X about app, $tmdx, $app, $four the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::870464941/interactions)  - [--] Week [-----] -57% - [--] Month [-----] +52% - [--] Months [------] -93% - [--] Year [---------] +217% ### Mentions: [--] [#](/creator/twitter::870464941/posts_active)  - [--] Week [--] +167% - [--] Month [--] -18% - [--] Months [---] -40% - [--] Year [---] -31% ### Followers: [-----] [#](/creator/twitter::870464941/followers)  - [--] Week [-----] +0.19% - [--] Month [-----] +0.57% - [--] Months [-----] +4.20% - [--] Year [-----] +29% ### CreatorRank: [---------] [#](/creator/twitter::870464941/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 40.59% [finance](/list/finance) 23.76% [technology brands](/list/technology-brands) 19.8% [cryptocurrencies](/list/cryptocurrencies) 12.87% [automotive brands](/list/automotive-brands) 4.95% [countries](/list/countries) 4.95% [luxury brands](/list/luxury-brands) 3.96% [fashion brands](/list/fashion-brands) 2.97% [exchanges](/list/exchanges) 1.98% [celebrities](/list/celebrities) 1.98% **Social topic influence** [app](/topic/app) 12.87%, [$tmdx](/topic/$tmdx) 11.88%, [$app](/topic/$app) #224, [$four](/topic/$four) #43, [$aspn](/topic/$aspn) 6.93%, [nvda](/topic/nvda) 6.93%, [growth](/topic/growth) 5.94%, [$nvda](/topic/$nvda) 5.94%, [$panw](/topic/$panw) 4.95%, [meta](/topic/meta) 4.95% **Top accounts mentioned or mentioned by** [@billackman](/creator/undefined) [@scorpionfund](/creator/undefined) [@shortseller](/creator/undefined) [@danielsloeb1](/creator/undefined) [@cgasparino](/creator/undefined) [@fundabottom](/creator/undefined) [@samanthaladuc](/creator/undefined) [@cameron](/creator/undefined) [@secgov](/creator/undefined) [@garygensler](/creator/undefined) [@jonahlupton](/creator/undefined) [@barchart](/creator/undefined) [@banana3stocks](/creator/undefined) [@jflier](/creator/undefined) [@zastocks](/creator/undefined) [@mahyartousi](/creator/undefined) [@realestatetrent](/creator/undefined) [@blkmdl3](/creator/undefined) [@teslaai](/creator/undefined) [@robertkennedyjr](/creator/undefined) **Top assets mentioned** [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [AppLovin Corporation (APP)](/topic/$app) [4 (FOUR)](/topic/$four) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Apple, Inc. (AAPL)](/topic/$aapl) [Danaher Corporation (DHR)](/topic/$dhr) [RH (RH)](/topic/$rh) [Veralto Corporation (VLTO)](/topic/$vlto) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [ELYSIA (EL)](/topic/$el) [Coupang, Inc. (CPNG)](/topic/$cpng) [Amgen, Inc. (AMGN)](/topic/$amgn) [CME Group Inc (CME)](/topic/$cme) [PepsiCo, Inc. (PEP)](/topic/$pep) [Nike Inc (NKE)](/topic/$nke) [Mister Car Wash, Inc. (MCW)](/topic/$mcw) [Metadium (META)](/topic/$meta) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [McDonald's Corp (MCD)](/topic/$mcd) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [SpaceN (SN)](/topic/$sn) [Capri Holdings Limited (CPRI)](/topic/$cpri) [NuCypher (NU)](/topic/$nu) [Tesla, Inc. (TSLA)](/topic/$tsla) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oxygen (OXY)](/topic/$oxy) [Block, Inc. (SQ)](/topic/$sq) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [MercadoLibre Inc (MELI)](/topic/$meli) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Halliburton Company (HAL)](/topic/$hal) ### Top Social Posts Top posts by engagements in the last [--] hours "A generational long only portfolio [--] names: $META $LLY $AMGN CSU CN (Constellation Software) $VEEV $V $MSFT $CME $AAPL $DHR $MCD $ADBE $OXY $PEP $NKE MC FP (Louis Vuitton) $EL $RH $MCW $REAL $VLTO. Inception June 1st [----] - Only one change sold $PANW replaced with $ADBE" [X Link](https://x.com/anyuser/status/1765814971227627762) 2024-03-07T19:01Z [----] followers, 12.8K engagements "I don't know if it was noticed but the changes to Apple Pay are significant. $AFRM shareholders have noticed and are a net beneficiary. $PYPL is a clear net loser as it loses its monopoly PayPal button in many transactions. A brutally competitive space I have exposure with $SQ $FOUR and $APP. Probably too much as the market digests this. I have initiated a short position in $PYPL" [X Link](https://x.com/anyuser/status/1800933306302714040) 2024-06-12T16:48Z [----] followers, [----] engagements "Summary: $TMDX bought more. $SN bought more. $CPNG bought more. $AFRM bought more. $CPRI bought more. $ASPN bought more. $MELI bought more. $APP Trimmed. $DKNG liquidated. Next week results for $NU and $FOUR" [X Link](https://x.com/anyuser/status/1855000589865755114) 2024-11-08T21:32Z [----] followers, [----] engagements "$CELH maybe due a trading rally to possibly $40. Tight stops as always" [X Link](https://x.com/anyuser/status/1875909277363445864) 2025-01-05T14:16Z [----] followers, [----] engagements "$HAL - Haliburton - BUY9/13 - Will energy go bullish trend If so this is a name to play" [X Link](https://x.com/anyuser/status/1929571965259444354) 2025-06-02T16:13Z [----] followers, [---] engagements "$XOM same with Exxon:" [X Link](https://x.com/anyuser/status/1929572235070648422) 2025-06-02T16:14Z [----] followers, [----] engagements "RT @ShortSeller: $BTCUSD Lot of ways this can play out.yes that is still my base case (drawn a little different here) *but* if monthly ca" [X Link](https://x.com/MasterHedge/status/2017668457198768270) 2026-01-31T18:37Z [----] followers, [--] engagements "LONG 147%: Investments - TMDX APP ALAB RDDT MELI SOFI META SN WRBY IREN CRDO NVDA RH CARR QCOM CPNG AVIO:IM (Avio) BROS AVGO BURL SHOO DVN CLPT CDE VNOM HROW GLXY RKT TXG REAL AMZN UEC TGYM:IM (Technogym) URA ONDS SEZL EI:FP (Essilor) NU ARM:" [X Link](https://x.com/anyuser/status/2018319520822177907) 2026-02-02T13:44Z [----] followers, [---] engagements "Morgan Stanley analyst Matthew Cost reiterated an Overweight rating and $800 price target on $APP - AppLovin noting the shares have fallen on fresh worries about disruption to the industry particularly in mobile ad tech and video games. The stock has sold off on multiple investor concerns creating a potential opportunity as shares now trade at roughly 15x [----] EBITDA the analyst tells investors in a research note. The firm believes ad tech's best executor is priced for significant risks some of which are more salient than others. https://twitter.com/i/web/status/2019189737920057629" [X Link](https://x.com/anyuser/status/2019189737920057629) 2026-02-04T23:22Z [----] followers, [----] engagements "LONG 120%: Investments - TMDX APP RDDT MELI WRBY TER ALAB VNOM RKT ROK META BA AVIO:IM (Avio) RH TXG ETN REAL ZM DVN AGI SN HROW CLPT BURL EL:FP (Essilor) DAL UNP TGYM:IM (Technogym) AMD NU" [X Link](https://x.com/MasterHedge/status/2019822067731034248) 2026-02-06T17:14Z [----] followers, [---] engagements "SHORTS 44% ARKK TQQQ (2 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged" [X Link](https://x.com/MasterHedge/status/2019822338850885953) 2026-02-06T17:15Z [----] followers, [---] engagements "Some of the best charting on X. Someone with real experience here $TSLA broke down and tried to reclaim and fail.leads me to believe we go lower - view only negated on a close above DTL ----not my expectation https://t.co/8jwskeaJKI $TSLA broke down and tried to reclaim and fail.leads me to believe we go lower - view only negated on a close above DTL ----not my expectation https://t.co/8jwskeaJKI" [X Link](https://x.com/MasterHedge/status/2020214513757192569) 2026-02-07T19:14Z [----] followers, [---] engagements "Waymo Uses Remote Workers in the Philippines to Assist Its Self-Driving Cars - Autoblog https://www.autoblog.com/news/waymo-uses-remote-workers-in-the-philippines-to-assist-its-self-driving-cars https://www.autoblog.com/news/waymo-uses-remote-workers-in-the-philippines-to-assist-its-self-driving-cars" [X Link](https://x.com/MasterHedge/status/2020583481265287456) 2026-02-08T19:40Z [----] followers, [---] engagements "RT @FundaBottom: The worst $App short seller in history has withdrawn their short report" [X Link](https://x.com/MasterHedge/status/2020834011145494604) 2026-02-09T12:15Z [----] followers, [--] engagements "LONG 132%: Investments - TMDX APP RDDT MELI ALAB TER WRBY AGI BA VNOM AVIO:IM (Avio) RKT ROK TXG RH ZM ETN DVN REAL SN CLPT HROW BURL EL:FP (Essilor) AEM CDE CLF GLNG KGC KSP:ID (Kingspan) DAL UNP TGYM:IM (Technogym) NEM RIG TOST UEC VRT AMD HOOD B ZS NU" [X Link](https://x.com/MasterHedge/status/2020957004345536657) 2026-02-09T20:24Z [----] followers, [---] engagements "SHORTS 45% ARKK TQQQ (2 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged" [X Link](https://x.com/MasterHedge/status/2020957154564505660) 2026-02-09T20:25Z [----] followers, [---] engagements "RT @SamanthaLaDuc: Hes not wrong🎯 #Capex #AI #Memory #MAG7" [X Link](https://x.com/MasterHedge/status/2022477705959084089) 2026-02-14T01:07Z [----] followers, [--] engagements "@cameron @SECGov @GaryGensler Oh please this is going to the Supremes" [X Link](https://x.com/MasterHedge/status/1679534529566892042) 2023-07-13T16:53Z [----] followers, 13.9K engagements "This corporate statement from $RILY is a huge red flag in itself. We would welcome an investigation into the outrageous tactics the short sellers have pursued to destroy B. Riley including the coordinated options trading with zero disclosure obligations the statement said. The short sellers continue to harass intimidate and insult employees and everyone associated with B. Riley resorting to lies and crude remarks so they can personally profit" [X Link](https://x.com/MasterHedge/status/1749242310678736986) 2024-01-22T01:27Z [----] followers, [----] engagements "$PANW - The growth story is over and won't come back until 2025/26. This represents a brazen and arrogant attempt to become the dominant provider of cyber security globally while sacrificing profit and cashflow. This is of course hugely risky as most dominant players start off that way fending off competition over time like Google search. As many know Nikesh worked for our team as our telecom analyst for [--] years in Boston. He was always destined for greatness but this business model change is highly risky and NOT something you attempt with a listed public equity structure and a price which" [X Link](https://x.com/anyuser/status/1760287815290520033) 2024-02-21T12:58Z [----] followers, [---] engagements "I was at Putnam in Boston running a small cap growth fund with $3.5bn. It was up 97% in [----]. No one was bearish at the beginning of 200O on the sell side. No one. There were very few angry bears. Inside we were very concerned yet management thought I could run $10bn in small caps I left in March [----] with my bonus and started my first hedge fund to short much of TMT. Ironically by [----] that fund was $3.7bn and my old mutual fund was down to $500m. We have NOT reached the madness of [----] by any measure. I hope we dont" [X Link](https://x.com/anyuser/status/1761899042135581000) 2024-02-25T23:40Z [----] followers, [----] engagements "$CELH I see a earnings release tonight on Bloomberg Record fourth quarter revenue of $347 million up 95% from $178 million in Q4 2022Record full-year revenue of $1318 million up 102% from $654 million in full-year [----] BOCA RATON Fla. Feb. [--] [----] Celsius Holdings Inc. (Nasdaq: CELH) make" [X Link](https://x.com/MasterHedge/status/1763018425301885058) 2024-02-29T01:48Z [----] followers, [----] engagements "@JonahLupton" [X Link](https://x.com/MasterHedge/status/1763021841856131106) 2024-02-29T02:02Z [----] followers, [----] engagements "If this inflationary bull market broadens out as I expect we will see commodities join the party soon $DBC" [X Link](https://x.com/anyuser/status/1764359103730647199) 2024-03-03T18:36Z [----] followers, [----] engagements "I was at the worlds second largest domestic active equity manager and the worlds largest international active manager in Boston in [----]. I dont think anything in the below post is correct then and it certainly is not correct today re $SMCI" [X Link](https://x.com/MasterHedge/status/1764389944242360742) 2024-03-03T20:38Z [----] followers, 78.7K engagements "Market tiredness tells: When we go down on good news. Last week one day saw bond yields fall and stocks fall. When intra-day volatility spikes in the top sectors. Today in semi's. We now have two examples of tiredness. Heads-up" [X Link](https://x.com/anyuser/status/1766199489981804901) 2024-03-08T20:29Z [----] followers, [---] engagements "Busy day: I am taking the first cut to all my energy names trimming $OIH $CIVI and $RIG. I am topping up China further with $FXI $JD and $KWEB. I am topping up the small-cap basket - $HCI $HIBB $TMDX $IBP $REKR $DFH and $BYD. I am topping up $RH and new name $BRBR" [X Link](https://x.com/anyuser/status/1775215988314640707) 2024-04-02T17:37Z [----] followers, [----] engagements "I decided never to do business with Trump in [----] when he first went bankrupt. If only there were red flags" [X Link](https://x.com/anyuser/status/1775331204230750236) 2024-04-03T01:15Z [----] followers, [---] engagements "The bears had a good week last week and boy are they letting you know on fintwit and those who sell worthless subscriptions. The truth is many never went long after the Fed pivot in November and missed out on double digit returns. They had a poor year end in [----] and an even worse 1st quarter unlike us where we remain up solid double-digits YTD. Despite dramatically increasing our hedges over a week ago we got a drubbing of -90bps on Friday but our performance is still far far ahead of the indexes" [X Link](https://x.com/anyuser/status/1782078671840251910) 2024-04-21T16:07Z [----] followers, [----] engagements "Where we go form here I suspect we get a modest bounce given how oversold some things are. But the correction may not be over. At this stage I see nothing unusual for a normal 10% correction. That would be remarkbaly healthy and means more highs later this year. Its far far too early to say if this was a cycle top for $NVDA and tech in general. We won't know that for some months. Unlike in [----] it is not so obvious but others may disagree. Right now I intend playing the soft bounce and revaluating later" [X Link](https://x.com/MasterHedge/status/1782079496738291984) 2024-04-21T16:10Z [----] followers, [---] engagements "Macro fin twit now almost universally bearish. Beware those with no pinned portfolio and/or audited track record selling subscriptions" [X Link](https://x.com/MasterHedge/status/1785647194348957914) 2024-05-01T12:27Z [----] followers, [---] engagements "$AAPL positioning was too bearish heading into the print" [X Link](https://x.com/MasterHedge/status/1786139069463814309) 2024-05-02T21:01Z [----] followers, [---] engagements "Putting $BABA back on the LONG book" [X Link](https://x.com/MasterHedge/status/1790386450606801323) 2024-05-14T14:19Z [----] followers, [---] engagements "Are we finally in the stupid phase like [----] when you causally wake-up and find $NVDA $ARM $SMCI up a couple % for no apparent reason" [X Link](https://x.com/anyuser/status/1803753896541634796) 2024-06-20T11:36Z [----] followers, [---] engagements "Taking a round of applause for shorting $NVDA and making 10% while missing the 400% long gain should be a red flag" [X Link](https://x.com/MasterHedge/status/1805324142670917715) 2024-06-24T19:36Z [----] followers, [----] engagements "The Generational Long Only Portfolio is now just over [--] year old. It is up 27% net. The fund was seeded by one investor with a three year lock-up. Over the past year there has been only two changes - switching $PANW for $ADBE and keeping the $DHR spin-out $VLTO. This is a taxable account so no capital gains tax to be paid this year. This is NOT an offer or advice but a case study for on-going long term investing and compounding returns. Let's see in June [----] how much we make. A generational long only portfolio [--] names: $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV $CME $OXY $META" [X Link](https://x.com/anyuser/status/1806029118997454877) 2024-06-26T18:17Z [----] followers, [----] engagements "A generational long only portfolio [--] names: $AMZN $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV $CME $OXY $META $LLY $DHR $AAPL $MCD $PEP $NKE MC FP (Louis Vuitton) $ADBE $EL $RH $REAL $VLTO $MCW. Inception June 1st [----] - Only one change sold $PANW replaced with $ADBE" [X Link](https://x.com/anyuser/status/1808156115282104728) 2024-07-02T15:09Z [----] followers, [----] engagements "We live in a period of abundant macro and political analysis. Much of it appalling bad especially on this platform. There is an extreme shortage of quality bottom-up stock analysis. YTD my bottom-up work has made a fortune. Every-time I spend time even thinking about the macro and politics I deeply regret it. I will continue to fight my internal battle to retain the focus on businesses Its where the money is $NVDA $SMCI $ARM $LNTH $SN $TMDX $ASPN" [X Link](https://x.com/MasterHedge/status/1812463886089494720) 2024-07-14T12:27Z [----] followers, [---] engagements "$HOOD beat and raise $APP beat and raise $ASPN beat and raise $LLY beat and raise $SN beat and raise $FOUR beat and raise $CPNG beat and raise $TDW beat and raise $REAL beat and cautious" [X Link](https://x.com/anyuser/status/1821511139471101990) 2024-08-08T11:37Z [----] followers, [----] engagements "Its college moving in day this week for my twin daughters. Will be back to regular posting next week" [X Link](https://x.com/MasterHedge/status/1826798181126209581) 2024-08-23T01:46Z [----] followers, [---] engagements "$NVDA - Nvidia is likely to solidly beat 2Q consensus and raise 3Q guidance with sales surpassing estimates by a single-digit percentage. Yet concerns about the Blackwell chip delay could weigh on the upside to expectations for fiscal [----] making management's comments -- especially a reassuring [----] outlook -- critical. We believe there will be small volume shipments of Blackwell in fiscal 4Q with a full ramp-up starting 1Q26. Strong demand for Nvidia's AI chips particularly H100 H200 and B100 should help offset any short-term revenue impact from the delay as customer AI spending shows no" [X Link](https://x.com/anyuser/status/1827786138951512382) 2024-08-25T19:12Z [----] followers, [----] engagements "$CPNG - CLSA analyst Brian Lee upgraded Coupang to Outperform from Hold with a price target of $31 up from $18. The firm forecasts Coupang's sales growth at 17% annually for the next five years owning to industry growth and market share gains from consolidation and stronger lock-in effects. It expects the company's operating margin to improve from 1.9% in [----] to over-5% in [----] with its "growing market dominance." Coupang's market share will surge to around 35% by [----] with consolidation from the exit of minor players and struggling traditional open market platforms the analyst tells" [X Link](https://x.com/MasterHedge/status/1831300984485576779) 2024-09-04T11:59Z [----] followers, [----] engagements "Today is the start of the Colorado Grand classic car rally. I am in Vail CO at the start in my [--] Porsche. Gone til Friday" [X Link](https://x.com/anyuser/status/1833480958412263872) 2024-09-10T12:21Z [----] followers, [---] engagements "Vail to Paonia to Telluride" [X Link](https://x.com/MasterHedge/status/1833602556615901608) 2024-09-10T20:24Z [----] followers, [---] engagements "$PLTR - The DeMark SELL 9's have a good record. Just waiting for the Red [--] sell and price flip to swing the bat. Substantial insider selling from Theil and Karp into and after S&P500 inclusion plus its way above the valuation threshold where I do not touch - less than 30% eps growth in [----] and [----] and above 60x per. Today's price $36.98" [X Link](https://x.com/anyuser/status/1839711286818426903) 2024-09-27T16:58Z [----] followers, [----] engagements "All $TSLA Teslas now wear a Trump sticker whether the owner likes it or not. I suspect this becomes a bigger issue than the fanboys think. There are so many choices now" [X Link](https://x.com/anyuser/status/1843007346974532023) 2024-10-06T19:16Z [----] followers, [---] engagements "@Barchart If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline."" [X Link](https://x.com/MasterHedge/status/1843464040707960934) 2024-10-08T01:30Z [----] followers, [---] engagements "@Banana3Stocks Long $UBER short $TSLA IMHO" [X Link](https://x.com/anyuser/status/1843656847523487762) 2024-10-08T14:17Z [----] followers, [----] engagements "Top Ten Long Positions: $TMDX 11.16% $ASPN 10.87% $NVDA 10.50% $CPRI 7.37% $NU 6.76% $APP 6.64% $FOUR 6.52% $SN 6.35% $UBER 6.08% $KWEB 5.39%" [X Link](https://x.com/anyuser/status/1846524129182208167) 2024-10-16T12:10Z [----] followers, [----] engagements "You really should know better - Polymarket is all crypto all off shore mostly men -- no limit bets and obviously influenced and self dealing (think any scammy crypto project that gets pumped on social media). I could provide plenty of evidence that point to this but anyone can do their own research on itprefer not to go down rabbit holes and conjecture. Im old enough to remember when polymarket had Shapiro at 90% as VP the night before Walz was taken. and that a red sweep was at 70% night before midterms. They have been horrid predictors" [X Link](https://x.com/MasterHedge/status/1846891571578294318) 2024-10-17T12:30Z [----] followers, [---] engagements "$CPRI Sum of Parts analysis from Hedgeye Retail Analyst" [X Link](https://x.com/anyuser/status/1849564335057818056) 2024-10-24T21:31Z [----] followers, 10.6K engagements "$SQ - Block's Cash App gross profit might surprise positively versus consensus estimate of 19.4% gains in 3Q led by strength in Cash App Card and buy now pay later while it laps the benefits from improvements to its structural costs in 2H. Cash App card actives grew to [--] million in 2Q. Square volume may remain in line with 2Q trends taking a cue from Fiserv SpendTrend data for US consumer spending volume. Consensus expects 3Q Square volume gains of 8.2% to $60.3 billion driving gross profit gains of about 17%. Operating expenses may come in sequentially higher due to higher marketing spend" [X Link](https://x.com/anyuser/status/1853205528794865848) 2024-11-03T22:40Z [----] followers, [----] engagements "$ASPN raised FY Revenue guidance from $390m to $450m. Conference call is not until tomorrow AM" [X Link](https://x.com/anyuser/status/1854299588460417142) 2024-11-06T23:07Z [----] followers, [----] engagements "$GRAB Blow out beat and raise. No relative valuation constraint for this Singaporean growth name" [X Link](https://x.com/anyuser/status/1856105773962801604) 2024-11-11T22:44Z [----] followers, [----] engagements "@BillAckman @jflier All I know is how he treated his second wife when they lived in the Bedford/Pound Ridge area of NY. For me that makes him disqualified for anything remotely responsible" [X Link](https://x.com/anyuser/status/1857185850267685095) 2024-11-14T22:16Z [----] followers, [----] engagements "$EL been a dog but insider buying $10m of stock has me interested. Just maybe DeMark matters here:" [X Link](https://x.com/anyuser/status/1858933876967571733) 2024-11-19T18:02Z [----] followers, [----] engagements "$ZETA - We bought the short report and now +40%. You know what to do. Not a recommendation" [X Link](https://x.com/anyuser/status/1864327741069287456) 2024-12-04T15:15Z [----] followers, [---] engagements "$TMDX lowered its FY24 guidance by 1%. Now trades on 5x NTM Sales. Forecast [-----] transplants and $1bn in sales by CY [----]. Cap markets day December 10th will detail Heart and Lung expansion. The fast money has largely exited and there are shorts - [---] days to cover. Totally De-risked and still growing fast" [X Link](https://x.com/anyuser/status/1864338626051481800) 2024-12-04T15:59Z [----] followers, [----] engagements "Notable trades last week: New positions: $NBIS $MGNI $QUBT $RKLB $SMCI. Adds: $ASPN $AVGO $BIDU $COIN $CPNG GQG:AU $MBLY $MSFT. Sold: $APP $AVAV. Trims: $AFRM $FOUR $HOOD $NU $ZETA Covered: $SMH $UAL Shorted: $DE $XLF" [X Link](https://x.com/anyuser/status/1865790875722465545) 2024-12-08T16:09Z [----] followers, [----] engagements "A generational long only portfolio [--] names: $AMZN $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV PGHN SW (Partners Group) $HON $META $LLY $DHR $AAPL $PEP $NKE MC FP (Louis Vuitton) $ADBE $EL $TMDX $ASPN $RH $REAL $VLTO $MCW. Inception June 1st [----] - Only four changes sold $PANW replaced with $ADBE sold $CME replaced with PGHN SW (Partners Group). Sold $MCD replaced with $TMDX and $ASPN. Sold $OXY replaced with $HON" [X Link](https://x.com/anyuser/status/1873420616688157112) 2024-12-29T17:27Z [----] followers, 33.5K engagements "$TMDX public flight data for Q4 strongly indicates that Q3 numbers were a one-off. We still have substantial short-interest in this name (+25%) of float despite the stock moving from $150 to $60. The company presents in [--] days at the JP Morgan Healthcare conference. The shorts have been warned" [X Link](https://x.com/anyuser/status/1875265926678917501) 2025-01-03T19:40Z [----] followers, [----] engagements "$TMDX signs of life. Remain v.bullish" [X Link](https://x.com/MasterHedge/status/1875909655102378287) 2025-01-05T14:18Z [----] followers, [----] engagements "$GRAB Grab Holdings is South-East Asias leader in mobility and delivery. Its already driven $UBER out of its geography and is the most dominant player. Early-stage digitalization and solid population growth should ensure continued rapid user and revenue growth. Its Super App business model operates as a powerful flywheel integrating mobility deliveries and financial services offering banking to the under-banked. Of the [--] global players Uber Didi Lyft and Grab Grab is growing the fastest and in the most attractive growth markets. With a market value of $18bn but also $6bn of net cash on the" [X Link](https://x.com/anyuser/status/1882125434743406696) 2025-01-22T17:57Z [----] followers, [----] engagements "@DanielSLoeb1 The Lucid is far superior. I have both" [X Link](https://x.com/MasterHedge/status/1883990771239641113) 2025-01-27T21:29Z [----] followers, [--] engagements "What an utter dipshit post. I guess it is too far back for you to remember Repugs giving hell to Michelle Obama for trying to make school meals healthy Or Major Bloomberg attempting to tax 100litres of soda Repugs complained its my right to force my kids to consume cheese whizz and gallons of coke There is no moral high ground in politics or here it seems" [X Link](https://x.com/MasterHedge/status/1886050879536783777) 2025-02-02T13:55Z [----] followers, [--] engagements "$FOUR - Despite the after hours price action we consider the results exceptional especially on a FCF basis. This company is now targeting $250m FCF per quarter by [----]. Its currently doing roughly $100m per quarter. We would be adding on ANY red day" [X Link](https://x.com/anyuser/status/1892197028001628179) 2025-02-19T12:58Z [----] followers, [----] engagements "$TMDX ended up doing 83% revenue growth in [----]. $441m in [----] now goes to +$520m maybe $550m best case in [----]. 20% ebitda margins and is trading on 5x NTM EV/sales. Compare this to other medical equipment companies like ISRG on 20x PRCT on 10x. Only risk remains regulatory new competitors and logistic aircraft issues" [X Link](https://x.com/anyuser/status/1895230280836772089) 2025-02-27T21:51Z [----] followers, [----] engagements "Dan Loeb and his spiritual side-kick Ackman cannot beat the S&P500. They also cannot raise new funds as its become very obvious to allocators. No SPACs no ETFs. They have to resort to plundering the political oligarchy as best they can hence their enhanced social media presence" [X Link](https://x.com/MasterHedge/status/1895916312259400085) 2025-03-01T19:17Z [----] followers, [----] engagements "$NVDA the new Nokia" [X Link](https://x.com/anyuser/status/1901674506952810827) 2025-03-17T16:38Z [----] followers, 20.3K engagements "@DanielSLoeb1 But you voted for this" [X Link](https://x.com/MasterHedge/status/1907602423465570555) 2025-04-03T01:13Z [----] followers, [----] engagements "The most dangerous man on the face of the planet for your pocket books and assets. Fox: Elon Musk took a shot on you on X and he's going against the administration with respect to tariffs. Is there a rift Counselor to the President of the United States Peter Navaroo: Look Elon when he's in his DOGE lane is great but we understand what's going on here. Elon https://t.co/6lFBZLOtId Fox: Elon Musk took a shot on you on X and he's going against the administration with respect to tariffs. Is there a rift Counselor to the President of the United States Peter Navaroo: Look Elon when he's in his DOGE" [X Link](https://x.com/MasterHedge/status/1908959911242834181) 2025-04-06T19:08Z [----] followers, [----] engagements "Re Penn analysis this is the key section; A reduction in imported goods means foreign businesses and governments will purchase fewer U.S. assets including U.S. federal government bonds. The decrease in the value of imports directly corresponds to reduced foreign purchases of U.S. assets through standard accounting relationships. U.S. households will need to increase their future take-up of government bonds and will subsequently decrease their savings into productive capital (aka stocks and capex). .investors just DON'T understand this isn't conjecture it is simply mechanics. If we import less" [X Link](https://x.com/MasterHedge/status/1910713975882367191) 2025-04-11T15:18Z [----] followers, [----] engagements "@ZaStocks You just dont buy stocks at this valuation. Not now not ever" [X Link](https://x.com/MasterHedge/status/1919542818214699325) 2025-05-06T00:00Z [----] followers, [----] engagements "$TMDX - A message for the SHORTS - I have zero interest in selling ANY $TMDX" [X Link](https://x.com/anyuser/status/1920816529257402553) 2025-05-09T12:22Z [----] followers, [----] engagements "@ScorpionFund I cannot seem to find the audited track record for your fund. How much are you down today and YTD" [X Link](https://x.com/MasterHedge/status/1920897684493246552) 2025-05-09T17:44Z [----] followers, [----] engagements "$TMDX Will Danoff and colleagues seem to agree this is a good name https://investors.transmedics.com/node/10506/html https://investors.transmedics.com/node/10506/html" [X Link](https://x.com/anyuser/status/1921999796153290788) 2025-05-12T18:43Z [----] followers, [---] engagements "$ASPN some insider buying from the CEO. Its a start. Stock is too cheap and an acquisition candidate - hopefully at a much higher price https://d18rn0p25nwr6d.cloudfront.net/CIK-0001145986/8a1f6365-4a1b-47d5-ace3-3303a8d3b737.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001145986/8a1f6365-4a1b-47d5-ace3-3303a8d3b737.pdf" [X Link](https://x.com/MasterHedge/status/1922329062061555989) 2025-05-13T16:32Z [----] followers, [---] engagements "LONG 114%: TMDX HOOD BABA HIMS MELI IBIT NU ASPN GLNG RYAN SAP HROW URA PG GRAB CPNG NVO LONN:SW (Lonza) SAF:FP (Safran) ITUB REAL MGNI CCJ CRH TTWO UEC SN ODD FOUR OSCR RKLB COIN CCIR. In size order" [X Link](https://x.com/anyuser/status/1924426611056656566) 2025-05-19T11:27Z [----] followers, [---] engagements "He was the best man for NASA nevertheless it will be nice to see him back at $FOUR. https://www.nytimes.com/2025/05/31/us/politics/trump-nasa-nominee-musk.htmlsmid=nytcore-ios-share&referringSource=articleShare&sgrp=g&pvid=2FF4EB40-FDFF-4E9E-AC79-20DCDB5DA84F https://www.nytimes.com/2025/05/31/us/politics/trump-nasa-nominee-musk.htmlsmid=nytcore-ios-share&referringSource=articleShare&sgrp=g&pvid=2FF4EB40-FDFF-4E9E-AC79-20DCDB5DA84F" [X Link](https://x.com/anyuser/status/1928940493758493020) 2025-05-31T22:23Z [----] followers, [---] engagements "Amazing to see. $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. ✈❤🔥👼 Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. ✈❤🔥👼 Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f" [X Link](https://x.com/MasterHedge/status/1930228570497941916) 2025-06-04T11:42Z [----] followers, [---] engagements "@ScorpionFund This is not just laughable its disgusting. This company has done so much good for people in desperate need of organs and continues to push the research and outcome success rate. There is nothing to see here but good and Scorpion Principals should be ashamed of themselves" [X Link](https://x.com/MasterHedge/status/1930337223334908083) 2025-06-04T18:53Z [----] followers, [---] engagements "$TMDX - Oppenheimer raised the firm's price target on TransMedics to $150 from $130 and keeps an Outperform rating on the shares. The firm notes that on June [--] OrganOx's metra device had the "air transport" warning removed from its label. While this was largely expected Oppenheimer did not identify the approval order on the FDA website until a client brought it to its attention yesterday. OrganOx continues to garner positive press from the OPO -- Organ Procurement Organization -- community although the firm's field checks on outcomes with metra continue to be relatively mixed. Oppenheimer's" [X Link](https://x.com/anyuser/status/1934966011280740575) 2025-06-17T13:27Z [----] followers, [----] engagements "@MahyarTousi @BillAckman They moved Jet refueling assets to Cyprus last week. There has been a lot more planning than meets the eye" [X Link](https://x.com/MasterHedge/status/1935032211369071069) 2025-06-17T17:50Z [----] followers, [----] engagements "A little vacay time in Aspen. Back Monday" [X Link](https://x.com/MasterHedge/status/1936095225979506894) 2025-06-20T16:14Z [----] followers, [---] engagements "@realEstateTrent Not true at all. Had [--] Rangies since [----] and nothing more than a flat tire. Currently have a Defender V8 no issues so far" [X Link](https://x.com/MasterHedge/status/1936908271677325773) 2025-06-22T22:04Z [----] followers, 18.3K engagements "@BLKMDL3 @Tesla_AI [--] cars with drivers in the passenger seats done on a Sunday to avoid school buses Best of luck" [X Link](https://x.com/MasterHedge/status/1937126179196301373) 2025-06-23T12:30Z [----] followers, [----] engagements "$APP a rare BUY9:" [X Link](https://x.com/anyuser/status/1939475195024318927) 2025-06-30T00:04Z [----] followers, [----] engagements "@ScorpionFund @RobertKennedyJr Yeah lets go back to transporting vital organs on ice in an igloo cooler" [X Link](https://x.com/MasterHedge/status/1947369012502933659) 2025-07-21T18:52Z [----] followers, [---] engagements "@johnarnold Nothing compared to Police Unions" [X Link](https://x.com/MasterHedge/status/1962124748587979075) 2025-08-31T12:06Z [----] followers, [---] engagements "@AriFleischer Sorry not until the US stops putting guns in the hands of nutters I dont want my college age kids exposed to even more danger from outspoken money grabbing community organizers of either side" [X Link](https://x.com/anyuser/status/1965917701240664502) 2025-09-10T23:17Z [----] followers, [----] engagements "@BillAckman @StephenKing @charliekirk11 I am just wondering when you find time to manage money All this politicking tennis and Israel stuff I mean you charge a high fee I would expect some focus on the day job no" [X Link](https://x.com/anyuser/status/1966525050191860194) 2025-09-12T15:31Z [----] followers, [---] engagements "@DeItaone The Dumpster Klan Cult are so dumb they dont even know its not an organization and has no individual leader" [X Link](https://x.com/MasterHedge/status/1968485201920639353) 2025-09-18T01:20Z [----] followers, [---] engagements "@MartinShkreli If you run funds+ $1bn and you are holding some of these names YOU WILL NEVER GET OUT. Just like [----]. Now if you are running $1m ok enjoy the bubble" [X Link](https://x.com/MasterHedge/status/1969149770724741437) 2025-09-19T21:21Z [----] followers, [----] engagements "@markoinny Pinning your hopes on markets going down is why you got fired. Even Tom Lee who had your job prior knows markets go up 90% of the time" [X Link](https://x.com/MasterHedge/status/1976810350982086922) 2025-10-11T00:41Z [----] followers, [----] engagements "What I did Friday. Coming into the day my Long Book was over 160% and Short Book 80% with considerable beta in the long book. Every day for the past few weeks I debated bringing it down but when you are up over 50% ytd you are allowed to play with the houses money a bit longer. With this exposure I am never too far from my desk and just after 1030a we see some unusual options activity and then almost immediately the Trump Truth Social Post appears. Thankfully every day before the market opens we reserve borrow with our primes on a range of vehicles should we need to hedge quickly. Doing this" [X Link](https://x.com/MasterHedge/status/1977185732046250245) 2025-10-12T01:33Z [----] followers, [----] engagements "@CGasparino @nypost Surprise surprise. The grift is truly epic" [X Link](https://x.com/MasterHedge/status/1981496907844162003) 2025-10-23T23:04Z [----] followers, [----] engagements "@CGasparino Whataboutism is the answer of teenage scribblers. How about right versus wrong" [X Link](https://x.com/MasterHedge/status/1981527031851397631) 2025-10-24T01:03Z [----] followers, [----] engagements "People are sick of the Tech Bros. Just sick. The NYC election result is a direct result of this and other Billionaires using their money and the resulting crony capitalism. Its why they have land overseas. Its not nuclear holocaust its the revolution they fear. Bring on the guillotine 1789" [X Link](https://x.com/MasterHedge/status/1987232313130836055) 2025-11-08T18:54Z [----] followers, [---] engagements "RT @ShortSeller: $ETHUSD Possibility im watching" [X Link](https://x.com/anyuser/status/2017657479677546977) 2026-01-31T17:53Z [----] followers, [--] engagements "SHORTS 138% ARKK TNA TQQQ (3 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged" [X Link](https://x.com/MasterHedge/status/2018319775848448045) 2026-02-02T13:45Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MasterHedge MasterHedge
MasterHedge posts on X about app, $tmdx, $app, $four the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -57%
- [--] Month [-----] +52%
- [--] Months [------] -93%
- [--] Year [---------] +217%
Mentions: [--] #
- [--] Week [--] +167%
- [--] Month [--] -18%
- [--] Months [---] -40%
- [--] Year [---] -31%
Followers: [-----] #
- [--] Week [-----] +0.19%
- [--] Month [-----] +0.57%
- [--] Months [-----] +4.20%
- [--] Year [-----] +29%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 40.59% finance 23.76% technology brands 19.8% cryptocurrencies 12.87% automotive brands 4.95% countries 4.95% luxury brands 3.96% fashion brands 2.97% exchanges 1.98% celebrities 1.98%
Social topic influence app 12.87%, $tmdx 11.88%, $app #224, $four #43, $aspn 6.93%, nvda 6.93%, growth 5.94%, $nvda 5.94%, $panw 4.95%, meta 4.95%
Top accounts mentioned or mentioned by @billackman @scorpionfund @shortseller @danielsloeb1 @cgasparino @fundabottom @samanthaladuc @cameron @secgov @garygensler @jonahlupton @barchart @banana3stocks @jflier @zastocks @mahyartousi @realestatetrent @blkmdl3 @teslaai @robertkennedyjr
Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) AppLovin Corporation (APP) 4 (FOUR) Aspen Aerogels, Inc. (ASPN) NVIDIA Corp. (NVDA) Palo Alto Networks Inc (PANW) Apple, Inc. (AAPL) Danaher Corporation (DHR) RH (RH) Veralto Corporation (VLTO) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Adobe, Inc. (ADBE) ELYSIA (EL) Coupang, Inc. (CPNG) Amgen, Inc. (AMGN) CME Group Inc (CME) PepsiCo, Inc. (PEP) Nike Inc (NKE) Mister Car Wash, Inc. (MCW) Metadium (META) Veeva Systems, Inc. (VEEV) McDonald's Corp (MCD) Affirm Holdings, Inc. (AFRM) SpaceN (SN) Capri Holdings Limited (CPRI) NuCypher (NU) Tesla, Inc. (TSLA) Super Micro Computer, Inc. Common Stock (SMCI) Uber Technologies, Inc. (UBER) Oxygen (OXY) Block, Inc. (SQ) Celsius Holdings, Inc. Common Stock (CELH) Amazon.com, Inc. (AMZN) Robinhood Markets, Inc. (HOOD) Grab Holdings Limited Class A Ordinary Shares (GRAB) ZetaChain (ZETA) PayPal Holdings Inc (PYPL) MercadoLibre Inc (MELI) DraftKings Inc. Class A Common Stock (DKNG) Halliburton Company (HAL)
Top Social Posts
Top posts by engagements in the last [--] hours
"A generational long only portfolio [--] names: $META $LLY $AMGN CSU CN (Constellation Software) $VEEV $V $MSFT $CME $AAPL $DHR $MCD $ADBE $OXY $PEP $NKE MC FP (Louis Vuitton) $EL $RH $MCW $REAL $VLTO. Inception June 1st [----] - Only one change sold $PANW replaced with $ADBE"
X Link 2024-03-07T19:01Z [----] followers, 12.8K engagements
"I don't know if it was noticed but the changes to Apple Pay are significant. $AFRM shareholders have noticed and are a net beneficiary. $PYPL is a clear net loser as it loses its monopoly PayPal button in many transactions. A brutally competitive space I have exposure with $SQ $FOUR and $APP. Probably too much as the market digests this. I have initiated a short position in $PYPL"
X Link 2024-06-12T16:48Z [----] followers, [----] engagements
"Summary: $TMDX bought more. $SN bought more. $CPNG bought more. $AFRM bought more. $CPRI bought more. $ASPN bought more. $MELI bought more. $APP Trimmed. $DKNG liquidated. Next week results for $NU and $FOUR"
X Link 2024-11-08T21:32Z [----] followers, [----] engagements
"$CELH maybe due a trading rally to possibly $40. Tight stops as always"
X Link 2025-01-05T14:16Z [----] followers, [----] engagements
"$HAL - Haliburton - BUY9/13 - Will energy go bullish trend If so this is a name to play"
X Link 2025-06-02T16:13Z [----] followers, [---] engagements
"$XOM same with Exxon:"
X Link 2025-06-02T16:14Z [----] followers, [----] engagements
"RT @ShortSeller: $BTCUSD Lot of ways this can play out.yes that is still my base case (drawn a little different here) but if monthly ca"
X Link 2026-01-31T18:37Z [----] followers, [--] engagements
"LONG 147%: Investments - TMDX APP ALAB RDDT MELI SOFI META SN WRBY IREN CRDO NVDA RH CARR QCOM CPNG AVIO:IM (Avio) BROS AVGO BURL SHOO DVN CLPT CDE VNOM HROW GLXY RKT TXG REAL AMZN UEC TGYM:IM (Technogym) URA ONDS SEZL EI:FP (Essilor) NU ARM:"
X Link 2026-02-02T13:44Z [----] followers, [---] engagements
"Morgan Stanley analyst Matthew Cost reiterated an Overweight rating and $800 price target on $APP - AppLovin noting the shares have fallen on fresh worries about disruption to the industry particularly in mobile ad tech and video games. The stock has sold off on multiple investor concerns creating a potential opportunity as shares now trade at roughly 15x [----] EBITDA the analyst tells investors in a research note. The firm believes ad tech's best executor is priced for significant risks some of which are more salient than others. https://twitter.com/i/web/status/2019189737920057629"
X Link 2026-02-04T23:22Z [----] followers, [----] engagements
"LONG 120%: Investments - TMDX APP RDDT MELI WRBY TER ALAB VNOM RKT ROK META BA AVIO:IM (Avio) RH TXG ETN REAL ZM DVN AGI SN HROW CLPT BURL EL:FP (Essilor) DAL UNP TGYM:IM (Technogym) AMD NU"
X Link 2026-02-06T17:14Z [----] followers, [---] engagements
"SHORTS 44% ARKK TQQQ (2 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements
"Some of the best charting on X. Someone with real experience here $TSLA broke down and tried to reclaim and fail.leads me to believe we go lower - view only negated on a close above DTL ----not my expectation https://t.co/8jwskeaJKI $TSLA broke down and tried to reclaim and fail.leads me to believe we go lower - view only negated on a close above DTL ----not my expectation https://t.co/8jwskeaJKI"
X Link 2026-02-07T19:14Z [----] followers, [---] engagements
"Waymo Uses Remote Workers in the Philippines to Assist Its Self-Driving Cars - Autoblog https://www.autoblog.com/news/waymo-uses-remote-workers-in-the-philippines-to-assist-its-self-driving-cars https://www.autoblog.com/news/waymo-uses-remote-workers-in-the-philippines-to-assist-its-self-driving-cars"
X Link 2026-02-08T19:40Z [----] followers, [---] engagements
"RT @FundaBottom: The worst $App short seller in history has withdrawn their short report"
X Link 2026-02-09T12:15Z [----] followers, [--] engagements
"LONG 132%: Investments - TMDX APP RDDT MELI ALAB TER WRBY AGI BA VNOM AVIO:IM (Avio) RKT ROK TXG RH ZM ETN DVN REAL SN CLPT HROW BURL EL:FP (Essilor) AEM CDE CLF GLNG KGC KSP:ID (Kingspan) DAL UNP TGYM:IM (Technogym) NEM RIG TOST UEC VRT AMD HOOD B ZS NU"
X Link 2026-02-09T20:24Z [----] followers, [---] engagements
"SHORTS 45% ARKK TQQQ (2 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged"
X Link 2026-02-09T20:25Z [----] followers, [---] engagements
"RT @SamanthaLaDuc: Hes not wrong🎯 #Capex #AI #Memory #MAG7"
X Link 2026-02-14T01:07Z [----] followers, [--] engagements
"@cameron @SECGov @GaryGensler Oh please this is going to the Supremes"
X Link 2023-07-13T16:53Z [----] followers, 13.9K engagements
"This corporate statement from $RILY is a huge red flag in itself. We would welcome an investigation into the outrageous tactics the short sellers have pursued to destroy B. Riley including the coordinated options trading with zero disclosure obligations the statement said. The short sellers continue to harass intimidate and insult employees and everyone associated with B. Riley resorting to lies and crude remarks so they can personally profit"
X Link 2024-01-22T01:27Z [----] followers, [----] engagements
"$PANW - The growth story is over and won't come back until 2025/26. This represents a brazen and arrogant attempt to become the dominant provider of cyber security globally while sacrificing profit and cashflow. This is of course hugely risky as most dominant players start off that way fending off competition over time like Google search. As many know Nikesh worked for our team as our telecom analyst for [--] years in Boston. He was always destined for greatness but this business model change is highly risky and NOT something you attempt with a listed public equity structure and a price which"
X Link 2024-02-21T12:58Z [----] followers, [---] engagements
"I was at Putnam in Boston running a small cap growth fund with $3.5bn. It was up 97% in [----]. No one was bearish at the beginning of 200O on the sell side. No one. There were very few angry bears. Inside we were very concerned yet management thought I could run $10bn in small caps I left in March [----] with my bonus and started my first hedge fund to short much of TMT. Ironically by [----] that fund was $3.7bn and my old mutual fund was down to $500m. We have NOT reached the madness of [----] by any measure. I hope we dont"
X Link 2024-02-25T23:40Z [----] followers, [----] engagements
"$CELH I see a earnings release tonight on Bloomberg Record fourth quarter revenue of $347 million up 95% from $178 million in Q4 2022Record full-year revenue of $1318 million up 102% from $654 million in full-year [----] BOCA RATON Fla. Feb. [--] [----] Celsius Holdings Inc. (Nasdaq: CELH) make"
X Link 2024-02-29T01:48Z [----] followers, [----] engagements
"@JonahLupton"
X Link 2024-02-29T02:02Z [----] followers, [----] engagements
"If this inflationary bull market broadens out as I expect we will see commodities join the party soon $DBC"
X Link 2024-03-03T18:36Z [----] followers, [----] engagements
"I was at the worlds second largest domestic active equity manager and the worlds largest international active manager in Boston in [----]. I dont think anything in the below post is correct then and it certainly is not correct today re $SMCI"
X Link 2024-03-03T20:38Z [----] followers, 78.7K engagements
"Market tiredness tells: When we go down on good news. Last week one day saw bond yields fall and stocks fall. When intra-day volatility spikes in the top sectors. Today in semi's. We now have two examples of tiredness. Heads-up"
X Link 2024-03-08T20:29Z [----] followers, [---] engagements
"Busy day: I am taking the first cut to all my energy names trimming $OIH $CIVI and $RIG. I am topping up China further with $FXI $JD and $KWEB. I am topping up the small-cap basket - $HCI $HIBB $TMDX $IBP $REKR $DFH and $BYD. I am topping up $RH and new name $BRBR"
X Link 2024-04-02T17:37Z [----] followers, [----] engagements
"I decided never to do business with Trump in [----] when he first went bankrupt. If only there were red flags"
X Link 2024-04-03T01:15Z [----] followers, [---] engagements
"The bears had a good week last week and boy are they letting you know on fintwit and those who sell worthless subscriptions. The truth is many never went long after the Fed pivot in November and missed out on double digit returns. They had a poor year end in [----] and an even worse 1st quarter unlike us where we remain up solid double-digits YTD. Despite dramatically increasing our hedges over a week ago we got a drubbing of -90bps on Friday but our performance is still far far ahead of the indexes"
X Link 2024-04-21T16:07Z [----] followers, [----] engagements
"Where we go form here I suspect we get a modest bounce given how oversold some things are. But the correction may not be over. At this stage I see nothing unusual for a normal 10% correction. That would be remarkbaly healthy and means more highs later this year. Its far far too early to say if this was a cycle top for $NVDA and tech in general. We won't know that for some months. Unlike in [----] it is not so obvious but others may disagree. Right now I intend playing the soft bounce and revaluating later"
X Link 2024-04-21T16:10Z [----] followers, [---] engagements
"Macro fin twit now almost universally bearish. Beware those with no pinned portfolio and/or audited track record selling subscriptions"
X Link 2024-05-01T12:27Z [----] followers, [---] engagements
"$AAPL positioning was too bearish heading into the print"
X Link 2024-05-02T21:01Z [----] followers, [---] engagements
"Putting $BABA back on the LONG book"
X Link 2024-05-14T14:19Z [----] followers, [---] engagements
"Are we finally in the stupid phase like [----] when you causally wake-up and find $NVDA $ARM $SMCI up a couple % for no apparent reason"
X Link 2024-06-20T11:36Z [----] followers, [---] engagements
"Taking a round of applause for shorting $NVDA and making 10% while missing the 400% long gain should be a red flag"
X Link 2024-06-24T19:36Z [----] followers, [----] engagements
"The Generational Long Only Portfolio is now just over [--] year old. It is up 27% net. The fund was seeded by one investor with a three year lock-up. Over the past year there has been only two changes - switching $PANW for $ADBE and keeping the $DHR spin-out $VLTO. This is a taxable account so no capital gains tax to be paid this year. This is NOT an offer or advice but a case study for on-going long term investing and compounding returns. Let's see in June [----] how much we make. A generational long only portfolio [--] names: $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV $CME $OXY $META"
X Link 2024-06-26T18:17Z [----] followers, [----] engagements
"A generational long only portfolio [--] names: $AMZN $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV $CME $OXY $META $LLY $DHR $AAPL $MCD $PEP $NKE MC FP (Louis Vuitton) $ADBE $EL $RH $REAL $VLTO $MCW. Inception June 1st [----] - Only one change sold $PANW replaced with $ADBE"
X Link 2024-07-02T15:09Z [----] followers, [----] engagements
"We live in a period of abundant macro and political analysis. Much of it appalling bad especially on this platform. There is an extreme shortage of quality bottom-up stock analysis. YTD my bottom-up work has made a fortune. Every-time I spend time even thinking about the macro and politics I deeply regret it. I will continue to fight my internal battle to retain the focus on businesses Its where the money is $NVDA $SMCI $ARM $LNTH $SN $TMDX $ASPN"
X Link 2024-07-14T12:27Z [----] followers, [---] engagements
"$HOOD beat and raise $APP beat and raise $ASPN beat and raise $LLY beat and raise $SN beat and raise $FOUR beat and raise $CPNG beat and raise $TDW beat and raise $REAL beat and cautious"
X Link 2024-08-08T11:37Z [----] followers, [----] engagements
"Its college moving in day this week for my twin daughters. Will be back to regular posting next week"
X Link 2024-08-23T01:46Z [----] followers, [---] engagements
"$NVDA - Nvidia is likely to solidly beat 2Q consensus and raise 3Q guidance with sales surpassing estimates by a single-digit percentage. Yet concerns about the Blackwell chip delay could weigh on the upside to expectations for fiscal [----] making management's comments -- especially a reassuring [----] outlook -- critical. We believe there will be small volume shipments of Blackwell in fiscal 4Q with a full ramp-up starting 1Q26. Strong demand for Nvidia's AI chips particularly H100 H200 and B100 should help offset any short-term revenue impact from the delay as customer AI spending shows no"
X Link 2024-08-25T19:12Z [----] followers, [----] engagements
"$CPNG - CLSA analyst Brian Lee upgraded Coupang to Outperform from Hold with a price target of $31 up from $18. The firm forecasts Coupang's sales growth at 17% annually for the next five years owning to industry growth and market share gains from consolidation and stronger lock-in effects. It expects the company's operating margin to improve from 1.9% in [----] to over-5% in [----] with its "growing market dominance." Coupang's market share will surge to around 35% by [----] with consolidation from the exit of minor players and struggling traditional open market platforms the analyst tells"
X Link 2024-09-04T11:59Z [----] followers, [----] engagements
"Today is the start of the Colorado Grand classic car rally. I am in Vail CO at the start in my [--] Porsche. Gone til Friday"
X Link 2024-09-10T12:21Z [----] followers, [---] engagements
"Vail to Paonia to Telluride"
X Link 2024-09-10T20:24Z [----] followers, [---] engagements
"$PLTR - The DeMark SELL 9's have a good record. Just waiting for the Red [--] sell and price flip to swing the bat. Substantial insider selling from Theil and Karp into and after S&P500 inclusion plus its way above the valuation threshold where I do not touch - less than 30% eps growth in [----] and [----] and above 60x per. Today's price $36.98"
X Link 2024-09-27T16:58Z [----] followers, [----] engagements
"All $TSLA Teslas now wear a Trump sticker whether the owner likes it or not. I suspect this becomes a bigger issue than the fanboys think. There are so many choices now"
X Link 2024-10-06T19:16Z [----] followers, [---] engagements
"@Barchart If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline.""
X Link 2024-10-08T01:30Z [----] followers, [---] engagements
"@Banana3Stocks Long $UBER short $TSLA IMHO"
X Link 2024-10-08T14:17Z [----] followers, [----] engagements
"Top Ten Long Positions: $TMDX 11.16% $ASPN 10.87% $NVDA 10.50% $CPRI 7.37% $NU 6.76% $APP 6.64% $FOUR 6.52% $SN 6.35% $UBER 6.08% $KWEB 5.39%"
X Link 2024-10-16T12:10Z [----] followers, [----] engagements
"You really should know better - Polymarket is all crypto all off shore mostly men -- no limit bets and obviously influenced and self dealing (think any scammy crypto project that gets pumped on social media). I could provide plenty of evidence that point to this but anyone can do their own research on itprefer not to go down rabbit holes and conjecture. Im old enough to remember when polymarket had Shapiro at 90% as VP the night before Walz was taken. and that a red sweep was at 70% night before midterms. They have been horrid predictors"
X Link 2024-10-17T12:30Z [----] followers, [---] engagements
"$CPRI Sum of Parts analysis from Hedgeye Retail Analyst"
X Link 2024-10-24T21:31Z [----] followers, 10.6K engagements
"$SQ - Block's Cash App gross profit might surprise positively versus consensus estimate of 19.4% gains in 3Q led by strength in Cash App Card and buy now pay later while it laps the benefits from improvements to its structural costs in 2H. Cash App card actives grew to [--] million in 2Q. Square volume may remain in line with 2Q trends taking a cue from Fiserv SpendTrend data for US consumer spending volume. Consensus expects 3Q Square volume gains of 8.2% to $60.3 billion driving gross profit gains of about 17%. Operating expenses may come in sequentially higher due to higher marketing spend"
X Link 2024-11-03T22:40Z [----] followers, [----] engagements
"$ASPN raised FY Revenue guidance from $390m to $450m. Conference call is not until tomorrow AM"
X Link 2024-11-06T23:07Z [----] followers, [----] engagements
"$GRAB Blow out beat and raise. No relative valuation constraint for this Singaporean growth name"
X Link 2024-11-11T22:44Z [----] followers, [----] engagements
"@BillAckman @jflier All I know is how he treated his second wife when they lived in the Bedford/Pound Ridge area of NY. For me that makes him disqualified for anything remotely responsible"
X Link 2024-11-14T22:16Z [----] followers, [----] engagements
"$EL been a dog but insider buying $10m of stock has me interested. Just maybe DeMark matters here:"
X Link 2024-11-19T18:02Z [----] followers, [----] engagements
"$ZETA - We bought the short report and now +40%. You know what to do. Not a recommendation"
X Link 2024-12-04T15:15Z [----] followers, [---] engagements
"$TMDX lowered its FY24 guidance by 1%. Now trades on 5x NTM Sales. Forecast [-----] transplants and $1bn in sales by CY [----]. Cap markets day December 10th will detail Heart and Lung expansion. The fast money has largely exited and there are shorts - [---] days to cover. Totally De-risked and still growing fast"
X Link 2024-12-04T15:59Z [----] followers, [----] engagements
"Notable trades last week: New positions: $NBIS $MGNI $QUBT $RKLB $SMCI. Adds: $ASPN $AVGO $BIDU $COIN $CPNG GQG:AU $MBLY $MSFT. Sold: $APP $AVAV. Trims: $AFRM $FOUR $HOOD $NU $ZETA Covered: $SMH $UAL Shorted: $DE $XLF"
X Link 2024-12-08T16:09Z [----] followers, [----] engagements
"A generational long only portfolio [--] names: $AMZN $AMGN CSU CN (Constellation Software) $V $MSFT $VEEV PGHN SW (Partners Group) $HON $META $LLY $DHR $AAPL $PEP $NKE MC FP (Louis Vuitton) $ADBE $EL $TMDX $ASPN $RH $REAL $VLTO $MCW. Inception June 1st [----] - Only four changes sold $PANW replaced with $ADBE sold $CME replaced with PGHN SW (Partners Group). Sold $MCD replaced with $TMDX and $ASPN. Sold $OXY replaced with $HON"
X Link 2024-12-29T17:27Z [----] followers, 33.5K engagements
"$TMDX public flight data for Q4 strongly indicates that Q3 numbers were a one-off. We still have substantial short-interest in this name (+25%) of float despite the stock moving from $150 to $60. The company presents in [--] days at the JP Morgan Healthcare conference. The shorts have been warned"
X Link 2025-01-03T19:40Z [----] followers, [----] engagements
"$TMDX signs of life. Remain v.bullish"
X Link 2025-01-05T14:18Z [----] followers, [----] engagements
"$GRAB Grab Holdings is South-East Asias leader in mobility and delivery. Its already driven $UBER out of its geography and is the most dominant player. Early-stage digitalization and solid population growth should ensure continued rapid user and revenue growth. Its Super App business model operates as a powerful flywheel integrating mobility deliveries and financial services offering banking to the under-banked. Of the [--] global players Uber Didi Lyft and Grab Grab is growing the fastest and in the most attractive growth markets. With a market value of $18bn but also $6bn of net cash on the"
X Link 2025-01-22T17:57Z [----] followers, [----] engagements
"@DanielSLoeb1 The Lucid is far superior. I have both"
X Link 2025-01-27T21:29Z [----] followers, [--] engagements
"What an utter dipshit post. I guess it is too far back for you to remember Repugs giving hell to Michelle Obama for trying to make school meals healthy Or Major Bloomberg attempting to tax 100litres of soda Repugs complained its my right to force my kids to consume cheese whizz and gallons of coke There is no moral high ground in politics or here it seems"
X Link 2025-02-02T13:55Z [----] followers, [--] engagements
"$FOUR - Despite the after hours price action we consider the results exceptional especially on a FCF basis. This company is now targeting $250m FCF per quarter by [----]. Its currently doing roughly $100m per quarter. We would be adding on ANY red day"
X Link 2025-02-19T12:58Z [----] followers, [----] engagements
"$TMDX ended up doing 83% revenue growth in [----]. $441m in [----] now goes to +$520m maybe $550m best case in [----]. 20% ebitda margins and is trading on 5x NTM EV/sales. Compare this to other medical equipment companies like ISRG on 20x PRCT on 10x. Only risk remains regulatory new competitors and logistic aircraft issues"
X Link 2025-02-27T21:51Z [----] followers, [----] engagements
"Dan Loeb and his spiritual side-kick Ackman cannot beat the S&P500. They also cannot raise new funds as its become very obvious to allocators. No SPACs no ETFs. They have to resort to plundering the political oligarchy as best they can hence their enhanced social media presence"
X Link 2025-03-01T19:17Z [----] followers, [----] engagements
"$NVDA the new Nokia"
X Link 2025-03-17T16:38Z [----] followers, 20.3K engagements
"@DanielSLoeb1 But you voted for this"
X Link 2025-04-03T01:13Z [----] followers, [----] engagements
"The most dangerous man on the face of the planet for your pocket books and assets. Fox: Elon Musk took a shot on you on X and he's going against the administration with respect to tariffs. Is there a rift Counselor to the President of the United States Peter Navaroo: Look Elon when he's in his DOGE lane is great but we understand what's going on here. Elon https://t.co/6lFBZLOtId Fox: Elon Musk took a shot on you on X and he's going against the administration with respect to tariffs. Is there a rift Counselor to the President of the United States Peter Navaroo: Look Elon when he's in his DOGE"
X Link 2025-04-06T19:08Z [----] followers, [----] engagements
"Re Penn analysis this is the key section; A reduction in imported goods means foreign businesses and governments will purchase fewer U.S. assets including U.S. federal government bonds. The decrease in the value of imports directly corresponds to reduced foreign purchases of U.S. assets through standard accounting relationships. U.S. households will need to increase their future take-up of government bonds and will subsequently decrease their savings into productive capital (aka stocks and capex). .investors just DON'T understand this isn't conjecture it is simply mechanics. If we import less"
X Link 2025-04-11T15:18Z [----] followers, [----] engagements
"@ZaStocks You just dont buy stocks at this valuation. Not now not ever"
X Link 2025-05-06T00:00Z [----] followers, [----] engagements
"$TMDX - A message for the SHORTS - I have zero interest in selling ANY $TMDX"
X Link 2025-05-09T12:22Z [----] followers, [----] engagements
"@ScorpionFund I cannot seem to find the audited track record for your fund. How much are you down today and YTD"
X Link 2025-05-09T17:44Z [----] followers, [----] engagements
"$TMDX Will Danoff and colleagues seem to agree this is a good name https://investors.transmedics.com/node/10506/html https://investors.transmedics.com/node/10506/html"
X Link 2025-05-12T18:43Z [----] followers, [---] engagements
"$ASPN some insider buying from the CEO. Its a start. Stock is too cheap and an acquisition candidate - hopefully at a much higher price https://d18rn0p25nwr6d.cloudfront.net/CIK-0001145986/8a1f6365-4a1b-47d5-ace3-3303a8d3b737.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001145986/8a1f6365-4a1b-47d5-ace3-3303a8d3b737.pdf"
X Link 2025-05-13T16:32Z [----] followers, [---] engagements
"LONG 114%: TMDX HOOD BABA HIMS MELI IBIT NU ASPN GLNG RYAN SAP HROW URA PG GRAB CPNG NVO LONN:SW (Lonza) SAF:FP (Safran) ITUB REAL MGNI CCJ CRH TTWO UEC SN ODD FOUR OSCR RKLB COIN CCIR. In size order"
X Link 2025-05-19T11:27Z [----] followers, [---] engagements
"He was the best man for NASA nevertheless it will be nice to see him back at $FOUR. https://www.nytimes.com/2025/05/31/us/politics/trump-nasa-nominee-musk.htmlsmid=nytcore-ios-share&referringSource=articleShare&sgrp=g&pvid=2FF4EB40-FDFF-4E9E-AC79-20DCDB5DA84F https://www.nytimes.com/2025/05/31/us/politics/trump-nasa-nominee-musk.htmlsmid=nytcore-ios-share&referringSource=articleShare&sgrp=g&pvid=2FF4EB40-FDFF-4E9E-AC79-20DCDB5DA84F"
X Link 2025-05-31T22:23Z [----] followers, [---] engagements
"Amazing to see. $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. ✈❤🔥👼 Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. ✈❤🔥👼 Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f"
X Link 2025-06-04T11:42Z [----] followers, [---] engagements
"@ScorpionFund This is not just laughable its disgusting. This company has done so much good for people in desperate need of organs and continues to push the research and outcome success rate. There is nothing to see here but good and Scorpion Principals should be ashamed of themselves"
X Link 2025-06-04T18:53Z [----] followers, [---] engagements
"$TMDX - Oppenheimer raised the firm's price target on TransMedics to $150 from $130 and keeps an Outperform rating on the shares. The firm notes that on June [--] OrganOx's metra device had the "air transport" warning removed from its label. While this was largely expected Oppenheimer did not identify the approval order on the FDA website until a client brought it to its attention yesterday. OrganOx continues to garner positive press from the OPO -- Organ Procurement Organization -- community although the firm's field checks on outcomes with metra continue to be relatively mixed. Oppenheimer's"
X Link 2025-06-17T13:27Z [----] followers, [----] engagements
"@MahyarTousi @BillAckman They moved Jet refueling assets to Cyprus last week. There has been a lot more planning than meets the eye"
X Link 2025-06-17T17:50Z [----] followers, [----] engagements
"A little vacay time in Aspen. Back Monday"
X Link 2025-06-20T16:14Z [----] followers, [---] engagements
"@realEstateTrent Not true at all. Had [--] Rangies since [----] and nothing more than a flat tire. Currently have a Defender V8 no issues so far"
X Link 2025-06-22T22:04Z [----] followers, 18.3K engagements
"@BLKMDL3 @Tesla_AI [--] cars with drivers in the passenger seats done on a Sunday to avoid school buses Best of luck"
X Link 2025-06-23T12:30Z [----] followers, [----] engagements
"$APP a rare BUY9:"
X Link 2025-06-30T00:04Z [----] followers, [----] engagements
"@ScorpionFund @RobertKennedyJr Yeah lets go back to transporting vital organs on ice in an igloo cooler"
X Link 2025-07-21T18:52Z [----] followers, [---] engagements
"@johnarnold Nothing compared to Police Unions"
X Link 2025-08-31T12:06Z [----] followers, [---] engagements
"@AriFleischer Sorry not until the US stops putting guns in the hands of nutters I dont want my college age kids exposed to even more danger from outspoken money grabbing community organizers of either side"
X Link 2025-09-10T23:17Z [----] followers, [----] engagements
"@BillAckman @StephenKing @charliekirk11 I am just wondering when you find time to manage money All this politicking tennis and Israel stuff I mean you charge a high fee I would expect some focus on the day job no"
X Link 2025-09-12T15:31Z [----] followers, [---] engagements
"@DeItaone The Dumpster Klan Cult are so dumb they dont even know its not an organization and has no individual leader"
X Link 2025-09-18T01:20Z [----] followers, [---] engagements
"@MartinShkreli If you run funds+ $1bn and you are holding some of these names YOU WILL NEVER GET OUT. Just like [----]. Now if you are running $1m ok enjoy the bubble"
X Link 2025-09-19T21:21Z [----] followers, [----] engagements
"@markoinny Pinning your hopes on markets going down is why you got fired. Even Tom Lee who had your job prior knows markets go up 90% of the time"
X Link 2025-10-11T00:41Z [----] followers, [----] engagements
"What I did Friday. Coming into the day my Long Book was over 160% and Short Book 80% with considerable beta in the long book. Every day for the past few weeks I debated bringing it down but when you are up over 50% ytd you are allowed to play with the houses money a bit longer. With this exposure I am never too far from my desk and just after 1030a we see some unusual options activity and then almost immediately the Trump Truth Social Post appears. Thankfully every day before the market opens we reserve borrow with our primes on a range of vehicles should we need to hedge quickly. Doing this"
X Link 2025-10-12T01:33Z [----] followers, [----] engagements
"@CGasparino @nypost Surprise surprise. The grift is truly epic"
X Link 2025-10-23T23:04Z [----] followers, [----] engagements
"@CGasparino Whataboutism is the answer of teenage scribblers. How about right versus wrong"
X Link 2025-10-24T01:03Z [----] followers, [----] engagements
"People are sick of the Tech Bros. Just sick. The NYC election result is a direct result of this and other Billionaires using their money and the resulting crony capitalism. Its why they have land overseas. Its not nuclear holocaust its the revolution they fear. Bring on the guillotine 1789"
X Link 2025-11-08T18:54Z [----] followers, [---] engagements
"RT @ShortSeller: $ETHUSD Possibility im watching"
X Link 2026-01-31T17:53Z [----] followers, [--] engagements
"SHORTS 138% ARKK TNA TQQQ (3 names) ranked from largest to smallest position size. TQQQ and TNA are 3x leveraged"
X Link 2026-02-02T13:45Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing