# ![@SamofAmerica Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1271213808355328005.png) @SamofAmerica Sam Rahman

Sam Rahman posts on X about ai, $hgro, meta, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1271213808355328005/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:interactions.svg)

- [--] Week [-------] +1,272%
- [--] Month [-------] +844%
- [--] Months [-------] +12,465%
- [--] Year [-------] +99,944%

### Mentions: [--] [#](/creator/twitter::1271213808355328005/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:posts_active.svg)

- [--] Month [--] -57%
- [--] Months [--] +613%
- [--] Year [--] +2,067%

### Followers: [-----] [#](/creator/twitter::1271213808355328005/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:followers.svg)

- [--] Week [-----] +22%
- [--] Month [-----] +53%
- [--] Months [-----] +381%
- [--] Year [-----] +13,379%

### CreatorRank: [-------] [#](/creator/twitter::1271213808355328005/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37% [stocks](/list/stocks)  #4881 [technology brands](/list/technology-brands)  20% [automotive brands](/list/automotive-brands)  3% [cryptocurrencies](/list/cryptocurrencies)  3% [fashion brands](/list/fashion-brands)  1% [financial services](/list/financial-services)  1% [products](/list/products)  1% [countries](/list/countries)  1% [exchanges](/list/exchanges)  1%

**Social topic influence**
[ai](/topic/ai) 18%, [$hgro](/topic/$hgro) #1, [meta](/topic/meta) 7%, [stocks](/topic/stocks) 7%, [$googl](/topic/$googl) 6%, [if you](/topic/if-you) 5%, [$meta](/topic/$meta) #677, [growth](/topic/growth) #3231, [bullish](/topic/bullish) #759, [investment](/topic/investment) 4%

**Top accounts mentioned or mentioned by**
[@hedgeye](/creator/undefined) [@dougkass](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@hedgeyeam](/creator/undefined) [@hedgeyetech](/creator/undefined) [@gnoble79](/creator/undefined) [@thestalwart](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@contrariancurse](/creator/undefined) [@firstadopter](/creator/undefined) [@10009nyny](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@jmllubber](/creator/undefined) [@msmjabberwocky](/creator/undefined) [@rpkent](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@stockmktnewz](/creator/undefined) [@execsum](/creator/undefined) [@johnrkamprath](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Stacks (STX)](/topic/$stx) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Coherent Inc (COHR)](/topic/$cohr) [Teradyne, Inc. (TER)](/topic/$ter) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Gap Inc (GAP)](/topic/$gap) [Eli Lilly and Company (LLY)](/topic/$lly) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Advanced Micro Devices (AMD)](/topic/$amd) [Tesla, Inc. (TSLA)](/topic/$tsla) [AT&T Inc. (T)](/topic/$t) [KLA Corp (KLAC)](/topic/$klac) [Nucor, Corp. (NUE)](/topic/$nue) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Arcblock (ABT)](/topic/$abt) [Honeywell International Inc (HON)](/topic/honeywell) [Apple, Inc. (AAPL)](/topic/$aapl) [JPMorgan Chase (JPM)](/topic/$jpm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A little crowdsourcing research on $GAP: So I have not been in a GAP store in decades and I last invested in it when it was a growth company in the late 90s. But I looked at the website and discovered that there are more items I would potentially buy than at any time I can remember in recent years. So questions: [--]. If youve been to a GAP store recently what do you think [--]. If youve have kids what do they think of the GAP brand. Would love to hear your thoughts https://twitter.com/i/web/status/2002146382493221338 https://twitter.com/i/web/status/2002146382493221338"  
[X Link](https://x.com/SamofAmerica/status/2002146382493221338)  2025-12-19T22:37Z [----] followers, [---] engagements


"$HGRO The Next Phase of AI The biggest technological shift since the internet is entering a new chapter. Hype is giving way to reality - and performance dispersion. The list of true long-term winners may be narrow. In a focused strategy like $HGRO we are zeroed-in on companies building durable products and real businesses as AI scales. * We target platform companies vertically integrated across applications infrastructure and distribution * We identify remaining bottlenecks - like power and memory - that must be solved for AI to scale * We look for early adopters using AI to cut costs boost"  
[X Link](https://x.com/SamofAmerica/status/2015953490636353844)  2026-01-27T01:02Z [----] followers, [----] engagements


"@ContrarianCurse Thats really good I was referring to Thoma Bravo not you. I like your commentary fwiw I share similar views. Nice to see another practitioner on the field"  
[X Link](https://x.com/SamofAmerica/status/2018787256103026918)  2026-02-03T20:42Z [----] followers, [---] engagements


"@gnoble79 One of my favorite lines and lessons learned early in my career"  
[X Link](https://x.com/SamofAmerica/status/2019009050503975136)  2026-02-04T11:24Z [----] followers, [---] engagements


"@KeithMcCullough Rock n Roll Only been doing it for 25+ yearslots of battle scars Also love the fact that $ARKK and $GRNY do not own it But they own $AMD @Hedgeye has got all the best stock picks"  
[X Link](https://x.com/SamofAmerica/status/2019093865349951509)  2026-02-04T17:01Z [----] followers, [----] engagements


"@HedgeyeComm Unreal Even more impressive FCF was $25bn versus consensus of 14bn And then the capexWTF Not good for anyone on the outside looking in (Im looking at you META TSLA and perhaps MSFT) The Moat Wall is going higher @hedgeye #AI $GOOGL #Mag7 @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2019160855674282000)  2026-02-04T21:27Z [----] followers, [----] engagements


"$GOOGL just threw down the gauntlet If you are on the outside looking in you are falling further and further behind and will need to ramp capex to keep up Not good if you are a $META $TSLA or even $MSFT shareholder Also dont forget the OBBBA gives these hyperscalers major tax breaks which will allow them to generate more FCF More FCF = more capex Guess who benefits @Hedgeye @HedgeyeComm @HedgeyeTech $GOOGL @KeithMcCullough https://twitter.com/i/web/status/2019162158378909999 https://twitter.com/i/web/status/2019162158378909999"  
[X Link](https://x.com/SamofAmerica/status/2019162158378909999)  2026-02-04T21:32Z [----] followers, 14.1K engagements


"Not a day to panic Hedge fund degrossing remains epic There will be opportunities on the other side @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2019418045488459995)  2026-02-05T14:29Z [----] followers, [----] engagements


"Only [--] cloud companies showing accelerating data center growth: GCP and AWS Which is a problem for MSFT (at least for a few quarters) Amazon and Googles capex numbers are huge but are a function of demand because capacity growth = revenue growth Google+Gemini and Amazon+Anthropic are setting a high bar for the companies chasing - META TSLA Having said that never been a good idea to report on a Thursday night because no one wants to defend the stock on a Friday even if it is the right thing to do @Hedgeye @HedgeyeComm @HedgeyeTech https://twitter.com/i/web/status/2019553222390640936"  
[X Link](https://x.com/SamofAmerica/status/2019553222390640936)  2026-02-05T23:26Z [----] followers, [----] engagements


"@lisaabramowicz1 A lot of tax benefits in OBBBA providing them more FCF to spend on capex. Fast forward to [----] could it be a one time bump"  
[X Link](https://x.com/SamofAmerica/status/2019591039959593430)  2026-02-06T01:56Z [----] followers, [---] engagements


"Diversification and the right portfolio construction allows to have a stock blow-up ($AMZN) but still have your portfolio be up as your other holdings are outperforming. Survive to live for another day $HGRO @Hedgeye @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2019850139121095061)  2026-02-06T19:06Z [----] followers, 12.1K engagements


"Honestly dont think these announcements are bullish anymore. The thesis is not incrementally new in fact pretty consensus Bigger driver of Mag [--] is uncertain RoI on this record investment and potentially some existential risk to some core businesses On top of that the market is focusing on relative earnings acceleration which is benefiting cyclicals @Hedgeye @HedgeyeComm #mag7 $META https://twitter.com/i/web/status/2021728329628303596 https://twitter.com/i/web/status/2021728329628303596"  
[X Link](https://x.com/SamofAmerica/status/2021728329628303596)  2026-02-11T23:29Z [----] followers, [---] engagements


"@StockMKTNewz @exec_sum Youve got to be kidding me that $META is in this portfolio"  
[X Link](https://x.com/SamofAmerica/status/2021879340590673985)  2026-02-12T09:29Z [----] followers, [---] engagements


"@firstadopter Again coordinated media campaign to sh$t on AI"  
[X Link](https://x.com/SamofAmerica/status/2021913893157888361)  2026-02-12T11:46Z [----] followers, [---] engagements


"@10009nyny @Hedgeye $HGRO is playing this theme through individual stocks: $TER $KLAC $COHR $STX And recently $AMAT Ive owned the four above since late summer last year"  
[X Link](https://x.com/SamofAmerica/status/2022094803350302823)  2026-02-12T23:45Z [----] followers, [--] engagements


"Hey Keith Yes - there was an early morning headline scare on rolling back steel tariffs. Stock was down 5-6% early but has since recovered down about 3% Admin came out saying no tariff roll back just a streamlining of how customs will collect based on product categories $NUE is a major beneficiary of the OBBBA and has heavy construction and infrastructure exposure Its also in $HGRO https://twitter.com/i/web/status/2022406243797897426 https://twitter.com/i/web/status/2022406243797897426"  
[X Link](https://x.com/SamofAmerica/status/2022406243797897426)  2026-02-13T20:23Z [----] followers, [----] engagements


"Just painful @KeithMcCullough Well its not SaaS or crypto so that helps @KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/SamofAmerica/status/2022408538879054061)  2026-02-13T20:32Z [----] followers, 10.2K engagements


"@KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/SamofAmerica/status/2022408047331807502)  2026-02-13T20:30Z [----] followers, 14.2K engagements


"RT @gnoble79: My good friend Doug Kass and I have had ENOUGH from the cheerleaders in financial media. ENOUGH We are Mad as hell and not"  
[X Link](https://x.com/SamofAmerica/status/2022698845872767187)  2026-02-14T15:45Z [----] followers, [---] engagements


"AI architecture continues to evolve as new technologies help improve speed and efficiency @Hedgeye @HedgeyeTech @HedgeyeComm $COHR I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6 https://t.co/JtaJHmsoRw I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6"  
[X Link](https://x.com/SamofAmerica/status/2021184604355412181)  2026-02-10T11:28Z [----] followers, [---] engagements


"In $HGRO $TSM all time high. https://t.co/C70RQvmSm8 $TSM all time high. https://t.co/C70RQvmSm8"  
[X Link](https://x.com/SamofAmerica/status/2021888472043200816)  2026-02-12T10:05Z [----] followers, [---] engagements


"This is pretty incredible @HedgeyeComm #Anthropic Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726 Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726"  
[X Link](https://x.com/SamofAmerica/status/2022030122279481589)  2026-02-12T19:28Z [----] followers, [----] engagements


"Well said Honestly humility and flexibility is just good life advice. Period. Honestly humility and flexibility is just good life advice. Period"  
[X Link](https://x.com/SamofAmerica/status/2022038888504754547)  2026-02-12T20:03Z [----] followers, [----] engagements


"RT @HedgeyeTech: Thanks Sam. Indeed the ugly duckling got less ugly $AMAT"  
[X Link](https://x.com/SamofAmerica/status/2022125100246688077)  2026-02-13T01:46Z [----] followers, [--] engagements


"RT @DougKass: Yesterday's Macro Show was among the most valuable and differentiated in months. with a none too subtle change expressed wh"  
[X Link](https://x.com/anyuser/status/2022263041081962859)  2026-02-13T10:54Z [----] followers, [--] engagements


"RT @JohnRKamprath: This is @HedgeyeRJM Robert's "compliant" way of saying $HECA is hugely delivering. I'll show the comparison chart since"  
[X Link](https://x.com/anyuser/status/2022400913118580750)  2026-02-13T20:02Z [----] followers, [--] engagements


"@TheStalwart There has been over a decade worth of capital invested in software viewed as long duration and relatively safe I dont think a couple weeks of selling has washed out that incumbent capital #Software $IGV"  
[X Link](https://x.com/SamofAmerica/status/2022401957357654447)  2026-02-13T20:06Z [----] followers, [----] engagements


"RT @Hedgeye: Theres an iconic 1980s commercial from brokerage firm E.F. Hutton. The famous tagline was simple: When E.F. Hutton talks pe"  
[X Link](https://x.com/anyuser/status/2022493597782704403)  2026-02-14T02:10Z [----] followers, [--] engagements


"Worth [--] mins of your time this long weekend Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of"  
[X Link](https://x.com/SamofAmerica/status/2022835165471379596)  2026-02-15T00:47Z [----] followers, [----] engagements


"Unreal @HedgeyeIndstrls If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%". If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%""  
[X Link](https://x.com/SamofAmerica/status/2021981051183411597)  2026-02-12T16:13Z [----] followers, [----] engagements


"$AMAT along with other semicap stocks seeing substantial growth inflection led by memory and leading edge semi demand Great call by @HedgyeTech to go bullish on this ahead of earnings @Hedgeye $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/SamofAmerica/status/2022076849803981177)  2026-02-12T22:34Z [----] followers, [----] engagements


"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 $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/SamofAmerica/status/2022104950889926699)  2026-02-13T00:26Z [----] followers, 15.3K engagements


"Tom That trades been going on since last year. Also the uncertainty on the RoI on this investment is not helping and as you know markets hate uncertainty. Lastly theres not a small risk that one or two of the Mag [--] face existential risk. $HGRO is where Im expressing my current views on this. https://twitter.com/i/web/status/2022260912187494456 https://twitter.com/i/web/status/2022260912187494456"  
[X Link](https://x.com/SamofAmerica/status/2022260912187494456)  2026-02-13T10:45Z [----] followers, [---] engagements


"With all the interest in metals the one that doesnt get talked about much is titanium Titanium specifically titanium alloys are mission critical and have huge national security implications Importantly they are found in commercial and military jet engines as well as gas turbines. Think of all the rotating and hot components in a jet engine There are two scaled US producers - $HWM and $ATI. Both manufacture high spec alloys for OE and replacement parts $HGRO has a big holding in $ATI For more disclosures visit $ATI $HWM #titanium #Defence http://hedgeyeam.com/HGRO http://hedgeyeam.com/HGRO"  
[X Link](https://x.com/SamofAmerica/status/2022400692720173562)  2026-02-13T20:01Z [----] followers, 23.6K engagements


"Rubio to Europe"  
[X Link](https://x.com/SamofAmerica/status/2022838633347121424)  2026-02-15T01:01Z [----] followers, [---] engagements


"There is a bull market going on in lots of sectors - Tech/AI Healthcare Big banks Aerospace Power and certain commodities to name a few. Its a free country - you can buy what you want. I am just making a comment on sentiment. I am diversified across all of the above and more. @SamofAmerica I can't sit still in an investment if I'm waiting for the wheels to fall off. Easier for me to make money on commodities. I think they will double before AI stocks will at these prices so it's easier & less risky to bet on that. Its worked as well as the tech trade this year @SamofAmerica I can't sit still"  
[X Link](https://x.com/SamofAmerica/status/1988704211236745637)  2025-11-12T20:23Z [---] followers, [---] engagements


"Question for management of $ABT: What the hell are you doing"  
[X Link](https://x.com/SamofAmerica/status/1991243351090221299)  2025-11-19T20:33Z [---] followers, [---] engagements


"There was decent call buying in $NVDA today into earnings so some upside was pulled forward. Having said that the numbers and commentary were really strong. Most important metric to focus on - performance per watt. The US is watt-constrained/power-constrained so better performance per watt is gold for hyperscaler customers. Blackwell is 10x the last generation. Power in the US is THE rate-limiting factor"  
[X Link](https://x.com/SamofAmerica/status/1991298850296926680)  2025-11-20T00:13Z [---] followers, [---] engagements


"Ill take a look Thanks for the idea @SamofAmerica You may want to put SOLS- Solstice Advanced Materials on your HGRO radar. Spinoff from Honeywell.it maybe be in the sweet-spot of nuclear and AI buildout. @SamofAmerica You may want to put SOLS- Solstice Advanced Materials on your HGRO radar. Spinoff from Honeywell.it maybe be in the sweet-spot of nuclear and AI buildout"  
[X Link](https://x.com/SamofAmerica/status/1996620072904020213)  2025-12-04T16:38Z [----] followers, [---] engagements


"Thanks man If I win you all win. Have a good one. @SamofAmerica Rooting for you in a lot of ways and $ Lol- have a great day @SamofAmerica Rooting for you in a lot of ways and $ Lol- have a great day"  
[X Link](https://x.com/SamofAmerica/status/1996653427074781684)  2025-12-04T18:50Z [----] followers, [---] engagements


"@JonathanKr87391 Its a really interesting idea. Not without risk - Im not totally sold on the smart glass TAMit may not be that different from the smart watch - a big wearable market but at this valuation I think it has to be bigger. Needless to say Im looking at it"  
[X Link](https://x.com/SamofAmerica/status/1998481617611100298)  2025-12-09T19:55Z [----] followers, [--] engagements


"@HedgeyeDJ Glad to hear you are doing well"  
[X Link](https://x.com/SamofAmerica/status/1998515708477747528)  2025-12-09T22:10Z [----] followers, [---] engagements


"At the end of the day $ORCL is not going to have any problems raising financing. Zero. Will it be a good stock Thats a totally different question. This is Larry Ellisons company and he manages it for Larry Ellison not shareholders. @Aelthemplaer 150bp in CDS is not the end of the world. @Aelthemplaer 150bp in CDS is not the end of the world"  
[X Link](https://x.com/SamofAmerica/status/2002169841130627387)  2025-12-20T00:11Z [----] followers, [---] engagements


"I enjoyed writing this. I hope its insightful. Lmk what lessons you have learned that changed you as an investor and a person. [----] Reflections From Hedgeye Asset Management Portfolio Manager Sam Rahman [----] Reflections From Hedgeye Asset Management Portfolio Manager Sam Rahman"  
[X Link](https://x.com/SamofAmerica/status/2007177501131583974)  2026-01-02T19:49Z [----] followers, [----] engagements


"When you have days like today you should take a moment to appreciate it. HAM ETF strategies had a good day today and a good new year so far. It doesnt happen by chance. Its a process: [--]. Idea generation [--]. Position sizing [--]. Portfolio construction [--]. Risk management Rinse and repeat. There will be tougher days but for today you enjoy the good ones. @KeithMcCullough @HedgeyeAM @Hedgeye https://twitter.com/i/web/status/2008671261543760270 https://twitter.com/i/web/status/2008671261543760270"  
[X Link](https://x.com/SamofAmerica/status/2008671261543760270)  2026-01-06T22:45Z [----] followers, 10.7K engagements


"@JohnDoss1 As much as 30% of new single family and multi family construction was being bought up by private equity. Without that buyer supply will increase. Incentives to build more housing will likely be coming this year"  
[X Link](https://x.com/SamofAmerica/status/2008981842419191939)  2026-01-07T19:19Z [----] followers, [---] engagements


"In the past [--] months the precious metals trade has made the AI trade look like the JV team. From here I am closely watching @KeithMcCullough s signals to risk manage this beast. @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2009069772512874759)  2026-01-08T01:08Z [----] followers, 14.1K engagements


"You cant beat that I'll have my Precious Metals Risk Range Signals modeled for you by 6AM ET I'll have my Precious Metals Risk Range Signals modeled for you by 6AM ET"  
[X Link](https://x.com/SamofAmerica/status/2009074436201492848)  2026-01-08T01:27Z [----] followers, [----] engagements


"Low volume pullback days like today are great. It gives you an opportunity to reposition the portfolio and buy/add to strong stocks on pullbacks and sell/trim weakening momentum stocks. Then your portfolio is better aligned for the market recovery. I call it Clean-up Days. @KeithMcCullough @Hedgeye @HedgeyeAM https://twitter.com/i/web/status/2009363721773351339 https://twitter.com/i/web/status/2009363721773351339"  
[X Link](https://x.com/SamofAmerica/status/2009363721773351339)  2026-01-08T20:36Z [----] followers, 15.7K engagements


"Big narrative day today. The markets implied volatility indicating a lot of hedging into the events. Will the hedged pot boil That and the systematic flows coming into the market that is a pretty big backboard for you to play against"  
[X Link](https://x.com/SamofAmerica/status/2009611376927588372)  2026-01-09T13:01Z [----] followers, [----] engagements


"If you understand the $AAPL and $GOOGL relationship going way back to their search partnership this should not be a surprise. Big win for $GOOGL $AAPL picks $GOOGL's Gemini to run Siri. Multi-year partnership leaning on $GOOGL's Gemini models and cloud technology. $AAPL statement: "After careful evaluation we determined that Google's technology provides the MOST capable foundation for Apple Big win for $GOOGL $AAPL picks $GOOGL's Gemini to run Siri. Multi-year partnership leaning on $GOOGL's Gemini models and cloud technology. $AAPL statement: "After careful evaluation we determined that"  
[X Link](https://x.com/SamofAmerica/status/2010750252463050775)  2026-01-12T16:26Z [----] followers, [---] engagements


"Earnings season kicks off this week with some notable companies: $JPM $GS $MS $JBHT To mention a few @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2010773611632562332)  2026-01-12T17:59Z [----] followers, [---] engagements


"At the very least on the surface this sounds like a business model change which should raise red flags everywhere $META @Hedgeye $META its goes without saying that if META had any AI products worth a damn they wouldn't be looking at selling compute $META its goes without saying that if META had any AI products worth a damn they wouldn't be looking at selling compute"  
[X Link](https://x.com/SamofAmerica/status/2010825567260627414)  2026-01-12T21:25Z [----] followers, [---] engagements


"iPhone users already voting with their feet. Following the announcement that Gemini will power Apple's AI features our data shows that iPhone users have increasingly adopted Gemini during [----]. https://t.co/VzTGRDMzov Following the announcement that Gemini will power Apple's AI features our data shows that iPhone users have increasingly adopted Gemini during [----]. https://t.co/VzTGRDMzov"  
[X Link](https://x.com/SamofAmerica/status/2011145794804727846)  2026-01-13T18:38Z [----] followers, [----] engagements


"Software stocks were hammered today the main reason probably being Claude Cowork. While in limited release a preview shows tangible utility of how AI can make non-coding work more productive. [----] may surprise us all with real utility from AI with some important upcoming catalysts: Broader release of Claude Cowork New LLMs trained on Blackwell (10x better than last generation of GPUs) Apple Intelligence Given the reaction of the software complex there are likely more losers than winners. That is what disruption looks like. @HedgeyeComm @HedgeyeTech @Hedgeye @HedgeyeAM @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2011256507485012468)  2026-01-14T01:58Z [----] followers, 24.2K engagements


"@brooklynboy436 Thank you Days like these are great as you get to reload reposition. The marketss implied volatility is really high"  
[X Link](https://x.com/SamofAmerica/status/2011507451791884622)  2026-01-14T18:35Z [----] followers, [--] engagements


"@KeithMcCullough $TSM might be the stock of the morning"  
[X Link](https://x.com/SamofAmerica/status/2011780030368559500)  2026-01-15T12:38Z [----] followers, [---] engagements


"The power theme is changing. Theres too long a wait for utility scale gas turbines. Concerns about electricity prices and data centers resiliency are pushing hyperscalers in a new direction. BYOG - bring your own generation. Data centers will continue to get built but their power is coming more from on site generation - smaller scale turbines solar solid state batteries and - eventually- small modular reactors. $CAT $HAL $FSLR $BE $TE @Hedgeye @HedgeyeIndstrls @HedgeyeENERGY @HedgeyeAM"  
[X Link](https://x.com/SamofAmerica/status/2011852213426012249)  2026-01-15T17:25Z [----] followers, 11.6K engagements


"Lutnickthe markets kryptonite @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2011886912160596022)  2026-01-15T19:43Z [----] followers, [---] engagements


"@KeithMcCullough Semis like the metals are hot commodities"  
[X Link](https://x.com/SamofAmerica/status/2012112622334984664)  2026-01-16T10:40Z [----] followers, [---] engagements


"@KeithMcCullough Keep calm and carry on (and execute the process)"  
[X Link](https://x.com/SamofAmerica/status/2013933478438387774)  2026-01-21T11:15Z [----] followers, [----] engagements


"Anthropic IPO this year is going to be something else Jensen Huang Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it. Sam 👀 https://t.co/Ie2WO2BdD4 Jensen Huang Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it. Sam 👀 https://t.co/Ie2WO2BdD4"  
[X Link](https://x.com/SamofAmerica/status/2014280793623797920)  2026-01-22T10:15Z [----] followers, [---] engagements


"@jmllubber @Hedgeye Compare that to SPXcumulative And sincerely all the best to her"  
[X Link](https://x.com/SamofAmerica/status/2014381901222457848)  2026-01-22T16:57Z [----] followers, [--] engagements


"@jmllubber @Hedgeye Good for you Nobody perfect in this biz so agree with there You cherry-picked the times but whatever"  
[X Link](https://x.com/SamofAmerica/status/2014389170173534670)  2026-01-22T17:26Z [----] followers, [--] engagements


"This is what @HedgeyeComm and I talked about on a fireside chat last week. If the model becomes a commodity scale and access to a big balance sheet are the only advantages. The future value is in proprietary multi-modal models (SLMs) and AI-native apps built on LLMs and SLMs. @Hedgeye @HedgeyeAM As Larry Ellison $ORCL says all AI models ChatGPT Gemini Grok Llama are trained on the same publicly available internet data. Thats the main reason AI models are becoming commoditized. The real moat isnt the model. Its proprietary data. Training models on data no https://t.co/SOS0YJaCXA As Larry"  
[X Link](https://x.com/SamofAmerica/status/2015127257753297198)  2026-01-24T18:19Z [----] followers, [----] engagements


"Good question. Hard to give allocation percentages as a lot depends on your risk tolerance. I would suggest using Hedgeyes macro forecasts to determine how much risk you want to take. For example now we have a pretty bullish risk-on view of the market heading into late summer. In that scenario you probably want to lean more risk-on and long equity exposure. Conversely in Quad [--] scenarios you up your defensive and hedged allocations. Each of the ETFs give you something different and collectively it should allow you to preserve protect and grow your pile. Good luck."  
[X Link](https://x.com/SamofAmerica/status/2015957627558154550)  2026-01-27T01:18Z [----] followers, [--] engagements


"Going for growth This IPO is going to rock the house Anthropic just went in for the kill lowered subscriber pricing on team plan 10-minutes ago https://t.co/vA71rqrTvi Anthropic just went in for the kill lowered subscriber pricing on team plan 10-minutes ago https://t.co/vA71rqrTvi"  
[X Link](https://x.com/SamofAmerica/status/2016697950471086085)  2026-01-29T02:20Z [----] followers, [---] engagements


"Whether it is cloud growth or AI compute growth if demand exceeds supply then the only growth rate you can deliver is what you can supply. Availability of infrastructure is the rate determining step. #MSFT #AI @Hedgeye @HedgeyeComm @HedgeyeTech"  
[X Link](https://x.com/SamofAmerica/status/2016703537858674853)  2026-01-29T02:42Z [----] followers, [---] engagements


"Wowwhat is going on in China LME copper trading at a new all time high this morning at $14125 per tonne LME copper trading at a new all time high this morning at $14125 per tonne"  
[X Link](https://x.com/SamofAmerica/status/2016804736825987383)  2026-01-29T09:24Z [----] followers, [---] engagements


"Copper overnight looking at the metals trade and saying hold my beer Global Liquidity Cycle Accelerating = Long Gold Metals EM etc. Global Liquidity Cycle Accelerating = Long Gold Metals EM etc"  
[X Link](https://x.com/SamofAmerica/status/2016815088892575867)  2026-01-29T10:06Z [----] followers, [----] engagements


"Theres not enough compute bottlenecks are significant and theres tons of capital ready to invest in AI. Focus on the signal because theres a lot of noise. #AI $GOOGL $AMZN $NVDA $SNDK $MU $STX $COHR @Hedgeye @HedgeyeAM Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U https://t.co/TkHaUodsnC Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U https://t.co/TkHaUodsnC"  
[X Link](https://x.com/SamofAmerica/status/2017243466548334978)  2026-01-30T14:28Z [----] followers, [---] engagements


"Disneys AI pivot incoming @HedgeyeComm Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS https://t.co/MAssmdusur Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS https://t.co/MAssmdusur"  
[X Link](https://x.com/SamofAmerica/status/2017263546594193842)  2026-01-30T15:48Z [----] followers, [----] engagements


"I wrote about this in a note yesterday. Stay with the process and the quad roadmap from @Hedgeye Macro. Top two largest tech stocks were trading at 70Xs and 100Xs. Its no where near the same. Top two largest tech stocks were trading at 70Xs and 100Xs. Its no where near the same"  
[X Link](https://x.com/SamofAmerica/status/1970954989276385523)  2025-09-24T20:54Z [----] followers, 12.1K engagements


"Please everyone: If you are buying the individual stocks - Position size - these are riskier energy names Stops - be disciplined on this; limit your downside @KeithMcCullough @Hedgeye teaches this every day"  
[X Link](https://x.com/SamofAmerica/status/1973447143861133428)  2025-10-01T17:57Z [----] followers, 15.5K engagements


"Locked in It's 5:19AM. Who's running YOUR money What are they doing right now It's 5:19AM. Who's running YOUR money What are they doing right now"  
[X Link](https://x.com/SamofAmerica/status/1983483912111505592)  2025-10-29T10:39Z [----] followers, [---] engagements


"We have officially entered OG mode $STX $ADI $VSCO Chips and lingerie breaking out to new highs Anyone else long this $STX Big rip eh @SamofAmerica Anyone else long this $STX Big rip eh @SamofAmerica"  
[X Link](https://x.com/SamofAmerica/status/2008640987435057637)  2026-01-06T20:45Z [----] followers, [---] engagements


"@Tbailey_59 @HedgeyeRJM The simple answer is all of them But in all seriousness: Consider your risk tolerance How diversified do you want to be relative to your existing investments Consider your holding period"  
[X Link](https://x.com/SamofAmerica/status/2008680542552944663)  2026-01-06T23:22Z [----] followers, [---] engagements


"$HGRO Building a portfolio is like building a telescope - you need multiple lenses to get a sharper focus (and a better Sharpe ratio). These are the lenses I use to manage $HGRO: * Fundamental Lens - identifying great companies with accelerating fundamentals * Signal Strength Lens - confirming whether the market signals and flows support the fundamental inflection * Thematic Lens - concentrating research on powerful secular growth trends * Quad Roadmap Lens - using a multi-factor quantamental macro process to identify regime shifts and allocate to the right sectors at the right time *"  
[X Link](https://x.com/SamofAmerica/status/2009338724333629781)  2026-01-08T18:57Z [----] followers, [----] engagements


"@nimishx $350bn plus"  
[X Link](https://x.com/SamofAmerica/status/2014286919312498929)  2026-01-22T10:39Z [----] followers, [--] engagements


"@KeithMcCullough KOSDAQ officially in bananas territory"  
[X Link](https://x.com/SamofAmerica/status/2016704698334548150)  2026-01-29T02:47Z [----] followers, [---] engagements


"@HedgeyeComm @RealJimChanos What a biz Does the calculation include off balance sheet financing"  
[X Link](https://x.com/SamofAmerica/status/2016719162605719724)  2026-01-29T03:44Z [----] followers, [---] engagements


"#bottlenecks In investment cycles buy the shortage. @Hedgeye @HedgeyeComm @HedgeyeTech $SNDK $MU $STX #AI #Tech #Semiconductor A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): [--]. According to him right now HBM is considered the most critical commodity and is facing the most severe supply https://t.co/Bz2HBLc1tL A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): 1."  
[X Link](https://x.com/SamofAmerica/status/2017265506143596688)  2026-01-30T15:55Z [----] followers, [---] engagements


"Looks like the early SpaceX investors might get shafted An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that) AI company with limited real revenue (+ Twitter) ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders. SpaceX doesnt need xAI. https://t.co/kf7aPofQ3y An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that) AI company with limited real revenue (+ Twitter) ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders."  
[X Link](https://x.com/SamofAmerica/status/2018493845407772970)  2026-02-03T01:16Z [----] followers, [---] engagements


"@DiogenesCapital @Hedgeye @HedgeyeAM Good question and I honestly dont know. If you read the details in the fund I believe he has a junior PM in charge of it"  
[X Link](https://x.com/SamofAmerica/status/2018635617001943299)  2026-02-03T10:40Z [----] followers, [--] engagements


"@DeItaone No kidding It has to be for the private equity bros"  
[X Link](https://x.com/SamofAmerica/status/2018859495632539669)  2026-02-04T01:29Z [----] followers, [---] engagements


"I dont think software will settle at a floor until you get to EV/FCF ex stock-based comp. With terminal value now in question whether fair or not true FCF (and its sustainability) might be the only thing that matters. Guessing we will see more dispersion as there are software companies out there that will NOT be replaced by enterprise customers and will integrate AI into their products. But it may not be a long list https://twitter.com/i/web/status/2018861186775732280 https://twitter.com/i/web/status/2018861186775732280"  
[X Link](https://x.com/SamofAmerica/status/2018861186775732280)  2026-02-04T01:36Z [----] followers, [---] engagements


"@KeithMcCullough ADI TXN are analog semis so go into everything I call them industrial semis ADI is biggest tech active in the ETF Thanks Keith"  
[X Link](https://x.com/SamofAmerica/status/2019090492953338318)  2026-02-04T16:47Z [----] followers, [----] engagements


"@munster_gene That capex number raised the moat wall for anyone on the outside looking in Think of the companies that do NOT have an LLM but want an LLM Thats your short list"  
[X Link](https://x.com/SamofAmerica/status/2019165544377905249)  2026-02-04T21:45Z [----] followers, [----] engagements


"@HedgeyeComm @Hedgeye Notice their subtle overtures to Anthropic"  
[X Link](https://x.com/SamofAmerica/status/2019194216069624060)  2026-02-04T23:39Z [----] followers, [---] engagements


"@TheStalwart Short raid in Shanghai"  
[X Link](https://x.com/SamofAmerica/status/2019378888707830112)  2026-02-05T11:53Z [----] followers, [---] engagements


"@TheStalwart Joe What happens if that 8% goes to zero"  
[X Link](https://x.com/SamofAmerica/status/2019452603969527885)  2026-02-05T16:46Z [----] followers, [---] engagements


"@MSMjabberwocky @Hedgeye Keep an eye the VIX - it is at a level where it pays to be patient"  
[X Link](https://x.com/SamofAmerica/status/2019488399564914816)  2026-02-05T19:08Z [----] followers, [---] engagements


"@HayekAndKeynes Back then we were not questioning terminal valuenow"  
[X Link](https://x.com/SamofAmerica/status/2019489404398481608)  2026-02-05T19:12Z [----] followers, [---] engagements


"Forced liquidation $18 billion Whats that as a share of total trading volume $18 billion Whats that as a share of total trading volume"  
[X Link](https://x.com/SamofAmerica/status/2019490728116625576)  2026-02-05T19:18Z [----] followers, [----] engagements


"@RPKent @fooseyguti @dsaleminvestor @HoweGeneration @Hedgeye @HedgeyeAM The Feds are going to come in and lay down the pathway to accelerate"  
[X Link](https://x.com/SamofAmerica/status/2019505944510755201)  2026-02-05T20:18Z [----] followers, [---] engagements


"@slyter_roger @KeithMcCullough Roger - appreciate your support. Thanks for joining us on our journey"  
[X Link](https://x.com/SamofAmerica/status/2019572062868893794)  2026-02-06T00:41Z [----] followers, [--] engagements


"What happened to the Metaverse $META META PLATFORM $META REPORTEDLY PLANS TO CUT 10% OF REALITY LABS BUSINESS STAFF - NYT META PLATFORM $META REPORTEDLY PLANS TO CUT 10% OF REALITY LABS BUSINESS STAFF - NYT"  
[X Link](https://x.com/SamofAmerica/status/2010826138713493823)  2026-01-12T21:28Z [----] followers, [---] engagements


"More closed loop and off the grid This is the power theme right now. AI-focused datacenters are moving beyond the traditional plug into the grid model. At multi-hundred-MW and gigawatt scale theyre starting to look like energy projects first. ⚆ In West Texas Google is executing a multi-site expansion tied directly to power strategy. South https://t.co/NIfFOwK3JY AI-focused datacenters are moving beyond the traditional plug into the grid model. At multi-hundred-MW and gigawatt scale theyre starting to look like energy projects first. ⚆ In West Texas Google is executing a multi-site expansion"  
[X Link](https://x.com/SamofAmerica/status/2006117850268799362)  2025-12-30T21:39Z [----] followers, [---] engagements

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