# ![@neverhedgecap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1746596626217508864.png) @neverhedgecap (Formerly Fiddy)

(Formerly Fiddy) posts on X about $lulu, $hsy, stocks, $sbux the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1746596626217508864/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1746596626217508864/c:line/m:interactions.svg)

- [--] Week [-------] -99%
- [--] Month [----------] +43,702%
- [--] Months [----------] +43,539%
- [--] Year [----------] +1,920%

### Mentions: [--] [#](/creator/twitter::1746596626217508864/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1746596626217508864/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [---] +165%
- [--] Year [---] -46%

### Followers: [-----] [#](/creator/twitter::1746596626217508864/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1746596626217508864/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.20%
- [--] Months [-----] +59%
- [--] Year [-----] +78%

### CreatorRank: [---------] [#](/creator/twitter::1746596626217508864/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1746596626217508864/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$lulu](/topic/$lulu), [$hsy](/topic/$hsy), [stocks](/topic/stocks), [$sbux](/topic/$sbux), [$zbra](/topic/$zbra), [money](/topic/money), [$lrcx](/topic/$lrcx), [$clx](/topic/$clx), [$keys](/topic/$keys), [tariffs](/topic/tariffs)

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@pekwat](/creator/undefined) [@sleepysolcap](/creator/undefined) [@jbulltard1](/creator/undefined) [@taobanker](/creator/undefined) [@invesquotes](/creator/undefined) [@investmenttalkk](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@borninvestor](/creator/undefined) [@lundeenne](/creator/undefined) [@beaverdamcap](/creator/undefined) [@calebinvesttml](/creator/undefined) [@pegasusfund](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@stockjabber](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@phoenixvalue](/creator/undefined) [@arrangray9](/creator/undefined) [@snowmanllc](/creator/undefined) [@paulcerro](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Hershey Co (HSY)](/topic/$hsy) [Starbucks Corporation (SBUX)](/topic/$sbux) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Clorox Co (CLX)](/topic/$clx) [KEYS (KEYS)](/topic/$keys) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Good Games Guild (GGG)](/topic/$ggg) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Lowes Companies Inc (LOW)](/topic/$low) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Coherent Inc (COHR)](/topic/$cohr) [Deere & Company (DE)](/topic/$de) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Dow Inc (DOW)](/topic/$dow) [Celsius (CEL)](/topic/celsius) [Tractor Supply Co (TSCO)](/topic/$tsco) [Texas Instruments (TXN)](/topic/$txn) [Nike Inc (NKE)](/topic/$nke) [McDonald's Corp (MCD)](/topic/mcdonalds) [ITT Inc. (ITT)](/topic/$itt) [Dave Inc. (DAVE)](/topic/$dave) [Mine Safety Incorporated (MSA)](/topic/$msa) [Quest Diagnostics Inc (DGX)](/topic/$dgx) [Amphenol Corporation (APH)](/topic/$aph) [Costco Wholesale Corporation (COST)](/topic/costco) [Home Depot, Inc. (HD)](/topic/$hd) [Western Union Co (WU)](/topic/$wu) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Blackstone, Inc. (BX)](/topic/$bx) [Convex Finance (CVX)](/topic/$cvx) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [DisChain (DIS)](/topic/$dis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BornInvestor You can get 5% in FDRXX"  
[X Link](https://x.com/anyuser/status/1747276240229196151)  2024-01-16T15:14Z [--] followers, [--] engagements


"They answered this question on the call in regard to margins. Perks of a vertically integrated company. It's wild how 800G margin going down is taken negatively by Innolight shareholders because they were so bulled up but $COHR who were beared up in positioning thanks to few pods same statement is fine and backlog falling is fine because they expected stock to implode It's wild how 800G margin going down is taken negatively by Innolight shareholders because they were so bulled up but $COHR who were beared up in positioning thanks to few pods same statement is fine and backlog falling is fine"  
[X Link](https://x.com/neverhedgecap/status/1754857587806257420)  2024-02-06T13:20Z [--] followers, [---] engagements


"Id also argue $COHR reacts wildly because of the leverage in the balance sheet and the company is sensitive to floating rate debt. So a lot of the moves in general the past few months I make the argument are rate sensitive"  
[X Link](https://x.com/neverhedgecap/status/1754858733811728576)  2024-02-06T13:25Z [--] followers, [--] engagements


"My god I love my job $HSY"  
[X Link](https://x.com/neverhedgecap/status/1755609960636207333)  2024-02-08T15:10Z [--] followers, [--] engagements


"@peter_mantas ZBRA KEYS AMD NVDA HSY AMZN GOOGL LRCX"  
[X Link](https://x.com/neverhedgecap/status/1757098845819781551)  2024-02-12T17:46Z [--] followers, [---] engagements


"@kevin_siracuse Bro points out the N of [--] scenario where Mahomes showed anger after a game since starting (and apologized for it and Josh Allen doesnt give a shit theyre friends off the field)"  
[X Link](https://x.com/neverhedgecap/status/1757120916247458289)  2024-02-12T19:14Z [--] followers, [---] engagements


"$HSY laid out a restructuring plan during their earnings call which included cutting jobs. This is not new news people. Hersheys ( $HSY ) has notified the SEC of plans to cut jobs as a result of soft demand. Hersheys employs [-----] people around the world. Demand is softening as a result of Semaglutide and the change in consumer habits. Hersheys has not disclosed how many jobs are affected. Hersheys ( $HSY ) has notified the SEC of plans to cut jobs as a result of soft demand. Hersheys employs [-----] people around the world. Demand is softening as a result of Semaglutide and the change in"  
[X Link](https://x.com/neverhedgecap/status/1757410470418358584)  2024-02-13T14:24Z [--] followers, [---] engagements


"Good thing every analyst is finally pointing out Cocoa prices affecting $HSY (even tho they have hedged it extremely well). Still think EPS expectations will tick up drastically next [--] years also margins also buybacks also half pound Reese cups frozen are basically sex"  
[X Link](https://x.com/neverhedgecap/status/1757799032762634271)  2024-02-14T16:08Z [--] followers, [---] engagements


"$ZBRA LT 5-7% top line unchanged cyclical bottom. Yeah. Lever your tits up"  
[X Link](https://x.com/neverhedgecap/status/1758132687120867673)  2024-02-15T14:14Z [---] followers, [---] engagements


"@BlackoutCap Ive got them at $23-24 in EPS at FY26. I think end customer is too stretched on their cycle of the hardware so well see a massive spike from a refresh upgrade. They mentioned it on last Q call on how customers are stretching it out and will have to upgrade soon"  
[X Link](https://x.com/neverhedgecap/status/1758515926985543833)  2024-02-16T15:37Z [--] followers, [--] engagements


"@BlackoutCap Historically they guide conservatively. Been following them since [----] and have been in and out of the stock recently back in avg cost of mid 240s ish. Think this is when you wanna buy when were about to see a massive refresh cycle + you have Fetch Robotics and Matrox"  
[X Link](https://x.com/neverhedgecap/status/1758516826298806524)  2024-02-16T15:40Z [--] followers, [--] engagements


"I dare anyone to short $HSY here because of a Mr Beast video 😭😭😭😭😭😭😭"  
[X Link](https://x.com/neverhedgecap/status/1759581621362024721)  2024-02-19T14:12Z [--] followers, [--] engagements


"@DougyFinance I read this article. Makes me bearish w/in next 6-9 months but also set up for a massive bull run here as ppl chase so idk how to time it or what to do other than have some cash ready"  
[X Link](https://x.com/neverhedgecap/status/1759634066926678143)  2024-02-19T17:40Z [--] followers, [--] engagements


"@DougyFinance Also $HSY"  
[X Link](https://x.com/neverhedgecap/status/1759634089391301109)  2024-02-19T17:40Z [--] followers, [--] engagements


"First it was always all eyes on Apple report for the market. Now its all eyes on NVDA report for the market"  
[X Link](https://x.com/neverhedgecap/status/1760367647122694515)  2024-02-21T18:15Z [--] followers, [--] engagements


"Long $HSY Will be doing a Feastables vs Hershey taste test with some friends and sharing the results $HSY https://t.co/GKb8RBmTtq Will be doing a Feastables vs Hershey taste test with some friends and sharing the results $HSY https://t.co/GKb8RBmTtq"  
[X Link](https://x.com/neverhedgecap/status/1760630651110273514)  2024-02-22T11:40Z [---] followers, [---] engagements


"@Swordfishv44183 This is a prime example of being right for the wrong reasons. Not Mr. Beast. But earnings crunch due to Cocoa price inflation mgmt doing a good job at hedging expectations probably tick up 2H of this year"  
[X Link](https://x.com/neverhedgecap/status/1760669110612946982)  2024-02-22T14:13Z [--] followers, [---] engagements


"@Invesquotes -44% over [--] years. :)"  
[X Link](https://x.com/neverhedgecap/status/1760695664948973857)  2024-02-22T15:58Z [--] followers, [---] engagements


"@Invesquotes $ZTS better and then $MRK animal health superior Elanco is a stinker"  
[X Link](https://x.com/neverhedgecap/status/1760695839599608229)  2024-02-22T15:59Z [--] followers, [---] engagements


"@mikej36 @TheMarketDog Hedging at the company level and price increases. Will be a snowball affect in 2-3 years"  
[X Link](https://x.com/neverhedgecap/status/1761817639062556994)  2024-02-25T18:17Z [--] followers, [--] engagements


"Market participants never cease to amaze me. Buffett owning 27.7% of $OXY common shares and warrants to increase position. You also have investors starting positions in $NVDA and others far outperforming $OXY. Both can be right in the long-term. Or wrong"  
[X Link](https://x.com/neverhedgecap/status/1762121462008160473)  2024-02-26T14:24Z [---] followers, [---] engagements


"Buffett letter oddly good this year as it brings some insights back to reality. And the reality is I should have always just owned $BRKB and call it a day. But there I am buying a company named after an animal and a chocolate company ppl think is facing competition"  
[X Link](https://x.com/neverhedgecap/status/1762121701821735234)  2024-02-26T14:25Z [---] followers, [---] engagements


"Except $HSY goes down every day because no one eats chocolate anymore. I always look so stupid in the short term. People yawn or scorn when I say that we have been pruning mega tech in favor of boring stodgy things like $BMY $HSY $HELE $CLX $CVS and $EAT Q1 market peak shaping up nicely. https://t.co/9VAUqT5f5I People yawn or scorn when I say that we have been pruning mega tech in favor of boring stodgy things like $BMY $HSY $HELE $CLX $CVS and $EAT Q1 market peak shaping up nicely. https://t.co/9VAUqT5f5I"  
[X Link](https://x.com/neverhedgecap/status/1762893224077590635)  2024-02-28T17:31Z [--] followers, [---] engagements


"@Paul_Schatz Disease and weather last longer than one can think which is fine but they are hedging properly and its gotta be fully baked in at this point. Their EPS guide was flat which was worse than expectations so Ill take it. Stock was up but completely faded that post report pop"  
[X Link](https://x.com/neverhedgecap/status/1762929170613510164)  2024-02-28T19:54Z [--] followers, [--] engagements


"@WaterworldCapi1 There was actually someone I used to talk to on here who was very bullish this company and we spoke off-line about it he sent me tons of info I can try to dig it up. I wasnt sold on it *yet*. I cant remember who it was though"  
[X Link](https://x.com/neverhedgecap/status/1763199975305998416)  2024-02-29T13:50Z [---] followers, [---] engagements


"@WaterworldCapi1 we were back and forth in it he was using it as a bear thesis on $ZBRA . Said Digimarc would put them out eventually due to some specific technology they had but it actually looks like Digimarc tech is utilized in tandem with Zebra barcode scanners now so"  
[X Link](https://x.com/neverhedgecap/status/1763201475897880933)  2024-02-29T13:56Z [---] followers, [---] engagements


"@lhamtil Yes so is $DE"  
[X Link](https://x.com/neverhedgecap/status/1763671918547234884)  2024-03-01T21:05Z [--] followers, [--] engagements


"CNBC idiots buying $AMAT and $ASML here are so fucking smart"  
[X Link](https://x.com/neverhedgecap/status/1764703371804528785)  2024-03-04T17:24Z [--] followers, [--] engagements


"I am just saying $HSY was up today. Who looks stupid now (Hint still me for now)"  
[X Link](https://x.com/neverhedgecap/status/1765164358135406797)  2024-03-05T23:55Z [--] followers, [---] engagements


"@Sleepysolcap @jbulltard1 @patientinvestt if I was worried about next [--] years I shouldnt be an investor tbh"  
[X Link](https://x.com/neverhedgecap/status/1765384114503377304)  2024-03-06T14:29Z [--] followers, [--] engagements


"@Sleepysolcap @jbulltard1 @patientinvestt Itd be sick to be the cocoa trader rn hedging"  
[X Link](https://x.com/neverhedgecap/status/1765384350122537332)  2024-03-06T14:30Z [--] followers, [--] engagements


"$HSY div hits 3% and gets added to a div index. Ok"  
[X Link](https://x.com/neverhedgecap/status/1765720074118152505)  2024-03-07T12:44Z [--] followers, [--] engagements


"Does Costco $COST halve before $NVDA"  
[X Link](https://x.com/neverhedgecap/status/1765777915638087713)  2024-03-07T16:33Z [--] followers, [---] engagements


"And still lose to Patrick Mahomes (his father) in the playoffs. "The Bills are gonna restructure Josh Allen's contract and that should save them another $20M. They're gonna have eleven draft picks and Brandon Beane has never been shy about moving up" @SalSports #PMSLive https://t.co/iJXoc1Du0E "The Bills are gonna restructure Josh Allen's contract and that should save them another $20M. They're gonna have eleven draft picks and Brandon Beane has never been shy about moving up" @SalSports #PMSLive https://t.co/iJXoc1Du0E"  
[X Link](https://x.com/neverhedgecap/status/1765795451792429234)  2024-03-07T17:43Z [--] followers, [---] engagements


"Comps can be difficult when money supply is large Home Depot $HD revenues fell 2% over the last year the 4th straight quarter of negative YoY growth per Charlie Bilello. That's the longest stretch of negative revenue growth since [----] Home Depot $HD revenues fell 2% over the last year the 4th straight quarter of negative YoY growth per Charlie Bilello. That's the longest stretch of negative revenue growth since 2009"  
[X Link](https://x.com/neverhedgecap/status/1766125699293728873)  2024-03-08T15:35Z [--] followers, [--] engagements


"@WaterworldCapi1 Yeah.i sold $LRCX in the strategy I manage a bit ago. We still hold it LT in other strategies. But yeah. Selling is hard 🤣"  
[X Link](https://x.com/neverhedgecap/status/1766180645443711224)  2024-03-08T19:14Z [--] followers, [--] engagements


"$ZBRA market share gain potential in Japan is misunderstood"  
[X Link](https://x.com/neverhedgecap/status/1766182995705122901)  2024-03-08T19:23Z [---] followers, [---] engagements


"@WaterworldCapi1 Can I interest you in some blue grey or green hydrogen"  
[X Link](https://x.com/neverhedgecap/status/1766590488444846289)  2024-03-09T22:22Z [---] followers, [---] engagements


"@WaterworldCapi1 A separate way of looking at $APD capex spend IMO is how much feels forced because of future gov intervention on grey hydrogen and not because they want to. chemicals companies are cool. been a minute since i looked at APD"  
[X Link](https://x.com/neverhedgecap/status/1766591928164855813)  2024-03-09T22:28Z [---] followers, [--] engagements


"I dont know how or why but valuation videos and PDF files are showing up on my LinkedIn and on twitter and everyone is so focused on the V word now so yeah you know what time it is baby"  
[X Link](https://x.com/neverhedgecap/status/1766871331012829341)  2024-03-10T16:58Z [--] followers, [--] engagements


"Have fun buying tech bitches $HSY LFG chocolate"  
[X Link](https://x.com/neverhedgecap/status/1767185202525180099)  2024-03-11T13:45Z [---] followers, [---] engagements


"@Sleepysolcap People will move defensive eventually after tech rallies enough. The issue is the timing I try 4-7 months out on my trade if Im using options. And I own the stock. +96% on aug 200s and -10% on my May 210s offset im up. Equity position avg cost $189"  
[X Link](https://x.com/neverhedgecap/status/1767199228349088150)  2024-03-11T14:41Z [--] followers, [---] engagements


"@Sleepysolcap I can say majority of people are not looking at $HSY as an investment right now because of cocoa prices depressed earnings expensive relative valuation on NTM and more. Therefore I shall take a look and put capital at risk. Twitter opinion on the taste of their"  
[X Link](https://x.com/neverhedgecap/status/1767199694394995103)  2024-03-11T14:43Z [---] followers, [---] engagements


"Chemical companies looking better"  
[X Link](https://x.com/neverhedgecap/status/1767923902490071305)  2024-03-13T14:41Z [---] followers, [---] engagements


"@WaterworldCapi1 The fuck is this shit just buy apple and google. 🤣"  
[X Link](https://x.com/neverhedgecap/status/1768001784662962600)  2024-03-13T19:50Z [--] followers, [--] engagements


"$HSY is coiled up and ready to go. Eventually"  
[X Link](https://x.com/neverhedgecap/status/1768645944864542769)  2024-03-15T14:30Z [--] followers, [---] engagements


"@caleb_investTML My view on concentration is that when you are buying a business you should be going at it like you are buying it all. Not just fractions of it. Therefore weightings are irrelevant to me. 4.5% is some weak shit tho for sure"  
[X Link](https://x.com/neverhedgecap/status/1768981535351246989)  2024-03-16T12:43Z [--] followers, [---] engagements


"@caleb_investTML Also most ppl on here saying they have 1-3% weights probably also have like 50k portfolios lol"  
[X Link](https://x.com/neverhedgecap/status/1768981663139180711)  2024-03-16T12:44Z [--] followers, [--] engagements


"@pekwat Wanna know whats even weirder (Or better) The market rally is broad. Full steam ahead. Lets push SPX to 30x NTM. Fuck it. Why not"  
[X Link](https://x.com/neverhedgecap/status/1769027332809838752)  2024-03-16T15:45Z [--] followers, [---] engagements


"@marc_slans $HSY long"  
[X Link](https://x.com/neverhedgecap/status/1769372861733433356)  2024-03-17T14:38Z [---] followers, [---] engagements


"Part of being an analyst is being able to answer hard questions and not get annoyed or pissed off. Or thats just my personality. But when a question is so utterly stupid that it couldve been answered in the latest earnings call or SEC filing I have to question if ppl"  
[X Link](https://x.com/neverhedgecap/status/1769505028929139121)  2024-03-17T23:24Z [--] followers, [---] engagements


"$NVDA GPUs are cool but have you seen what Hershey is doing with innovation at Reeses Yea shut up $HSY"  
[X Link](https://x.com/neverhedgecap/status/1769827256308805685)  2024-03-18T20:44Z [---] followers, [---] engagements


"People thinking cocoa is just now bearish for $HSY is part of the bull trade"  
[X Link](https://x.com/neverhedgecap/status/1770049467053486143)  2024-03-19T11:27Z [---] followers, [---] engagements


"Dirty chocolate $HSY"  
[X Link](https://x.com/neverhedgecap/status/1770176539428016388)  2024-03-19T19:52Z [---] followers, [---] engagements


"You think the Fed matters today but even they have no idea what the fuck they are doing. So why try to interpret something so clueless Check your credit card bill. Inflation is not single digits"  
[X Link](https://x.com/neverhedgecap/status/1770424625668739080)  2024-03-20T12:18Z [--] followers, [----] engagements


"I am pretty sure $PG literally raised prices 10% [--] quarters in a row last year at one point. Could be wrong vaguely remember"  
[X Link](https://x.com/neverhedgecap/status/1770424851360084375)  2024-03-20T12:19Z [---] followers, [---] engagements


"How does $AMAT and $LRCX say they are taking market share every Q Who are they taking it from Why are all of them saying they are taking market share"  
[X Link](https://x.com/neverhedgecap/status/1770428801178042794)  2024-03-20T12:34Z [---] followers, [---] engagements


"@pekwat @peter_mantas I stopped drinking. Stock going down. Woodford was my favorite"  
[X Link](https://x.com/neverhedgecap/status/1770434404529143925)  2024-03-20T12:57Z [--] followers, [---] engagements


"@paulcerro $HSY EPS flat YoY for many reasons cocoa being one. But Mr Beast and this fascination with him eating market share this company in no way shape or form has the contract / hedging skills of Hershey"  
[X Link](https://x.com/neverhedgecap/status/1770823951381328226)  2024-03-21T14:45Z [---] followers, [---] engagements


"@sadboicfa stock also down because it was at like 32x earnings peak which is insane historically. A lot of variables to why HSY is down and one of them is not Mr beast this bear cave guy is a clown. Not a serious person"  
[X Link](https://x.com/neverhedgecap/status/1770856534395781560)  2024-03-21T16:54Z [--] followers, [--] engagements


"The tunnel vision of its only feastables and Hershey as chocolate makers its incredible. The assumption that $500m in sales is ALL taken from Hershey is such a terrible way of thinking. Long $HSY at $189. Check back in a decade. @WagieCapital @UpslopeCapital Whats unreasonable about believing a new fast-growing chocolate brand with $500 million in annual sales will have a material negative impact on $HSY @WagieCapital @UpslopeCapital Whats unreasonable about believing a new fast-growing chocolate brand with $500 million in annual sales will have a material negative impact on $HSY"  
[X Link](https://x.com/neverhedgecap/status/1770906165414670384)  2024-03-21T20:11Z [---] followers, [---] engagements


"@Sleepysolcap Id argue a lot of good news priced into LULU too. Being down 7% not a biggie we own it analyst before me pitched it under $300 so idk thesis that well but position is there already"  
[X Link](https://x.com/neverhedgecap/status/1770906935207805382)  2024-03-21T20:14Z [--] followers, [--] engagements


"$LOW incredible breakout"  
[X Link](https://x.com/neverhedgecap/status/1770917419445363125)  2024-03-21T20:56Z [---] followers, [--] engagements


"I hear Mr. beast is going to launch a phone (BeastPhone) and literally destroy Apple because hes a massive influencer and makes silly videos. Trust me I read reviews on the internet because everything is true on the internet. $AAPL $HSY"  
[X Link](https://x.com/neverhedgecap/status/1771138419890037085)  2024-03-22T11:34Z [---] followers, [---] engagements


"The assumption that its only Feastables and Hershey in the chocolate market is incredibly fucking funny lmao. Every $1 Feastables takes is directly from Hershey. Ok bud @ParthenosCap @StockJabber @UpslopeCapital @DonPalermo5 You're right but I don't think it'll require hundreds of millions. If Feastables is already at $500M of sales like Edwin suggests they're well on their way to disrupting Hersheys $11B of revenue. @ParthenosCap @StockJabber @UpslopeCapital @DonPalermo5 You're right but I don't think it'll require hundreds of millions. If Feastables is already at $500M of sales like Edwin"  
[X Link](https://x.com/neverhedgecap/status/1771139261078675819)  2024-03-22T11:38Z [--] followers, [---] engagements


"However I do agree it could be a great bolt on acquisition for a specific demographic. But in terms of taking market share yeah not happening. I am also not saying its not impressive what Mr Beast has done with chocolate either I think the thesis of shorting Hershey is"  
[X Link](https://x.com/neverhedgecap/status/1771146390640476572)  2024-03-22T12:06Z [---] followers, [---] engagements


"Absolutely massively flawed with [--] financial analysis done. Its an emotional thesis and under the assumption that its Hershey vs Feastables when in reality that is far from the truth. Ok done with chocolate. I can talk about barcode scanners $ZBRA going to $320 soon"  
[X Link](https://x.com/neverhedgecap/status/1771146717427114218)  2024-03-22T12:07Z [---] followers, [---] engagements


"@Sleepysolcap That sent without me finishing the tweet lmao. 40% avg market share"  
[X Link](https://x.com/neverhedgecap/status/1771148706273783887)  2024-03-22T12:15Z [--] followers, [--] engagements


"@Sleepysolcap Lets just say Honeywell and Rockwell suck. lol. Its such a massively fragmented market and from people I speak to its almost like ppl are bias to specific automation companies too"  
[X Link](https://x.com/neverhedgecap/status/1771149362409709613)  2024-03-22T12:18Z [--] followers, [--] engagements


"@pekwat Dude. Look at $AJG historical returns. 🫠"  
[X Link](https://x.com/neverhedgecap/status/1771903665214804036)  2024-03-24T14:15Z [---] followers, [---] engagements


"@dumpstercap @cap_zay @StockJabber Pricing for FY24. Mars is stepping up their spending/marketing levels to keep that share they slightly took from HSY in 2022-2023. Past [--] months HSY bottoming last Q was kitchen sink relative to street estimates. Stock still flat. Its a show me stock now. 2H24 easier comps"  
[X Link](https://x.com/neverhedgecap/status/1771906476421898622)  2024-03-24T14:26Z [---] followers, [--] engagements


"@dumpstercap @cap_zay @StockJabber $HSY has actually been focusing on core products that utilize less chocolate on them and more ingredients like peanut butter caramel nuts etc. valuation is steep. But have to pay attention to what market thinks vs what an individual thinks. Market is bottoming HSY here"  
[X Link](https://x.com/neverhedgecap/status/1771906872720720019)  2024-03-24T14:28Z [---] followers, [--] engagements


"@jbulltard1 This is why you buy $HSY"  
[X Link](https://x.com/neverhedgecap/status/1772231893108306062)  2024-03-25T11:59Z [---] followers, [---] engagements


"@pekwat @Sleepysolcap Think its hard to forecast a new normalized earnings rate for them and Im not sure how to factor in any sort of pull forward in demand. Gut tells me channels gonna be jammed next 12-18 months. But idk. Idk anything"  
[X Link](https://x.com/neverhedgecap/status/1772240404496187461)  2024-03-25T12:33Z [---] followers, [--] engagements


"@pekwat @Sleepysolcap I just sit on the side and watch it. People buying NVDA here are probably smarter than me"  
[X Link](https://x.com/neverhedgecap/status/1772240867161497882)  2024-03-25T12:35Z [---] followers, [--] engagements


"@Sleepysolcap @pekwat Majority of NVDA rev comes from the large hyperscalers"  
[X Link](https://x.com/neverhedgecap/status/1772242438024822969)  2024-03-25T12:41Z [---] followers, [--] engagements


"@Invesquotes Run into that issues with $ZBRA young analysts will learn eventually"  
[X Link](https://x.com/neverhedgecap/status/1772384073761091845)  2024-03-25T22:04Z [---] followers, [---] engagements


"Why the fuck do people insist on talking about shit they dont even know the answers to Read an earnings call or 10-k and 99% of the stupid conversations I see on here wouldnt even exist"  
[X Link](https://x.com/neverhedgecap/status/1772664612250353765)  2024-03-26T16:39Z [---] followers, [----] engagements


"@BluSuitDillon $PYPL is the only one that is interesting but has issues facing it probs a buy but could take a while"  
[X Link](https://x.com/neverhedgecap/status/1772683045662797939)  2024-03-26T17:52Z [---] followers, [--] engagements


"@BluSuitDillon $DLO what in the world is this thing Uruguayan FinTech for emerging markets. Just buy $WU"  
[X Link](https://x.com/neverhedgecap/status/1772683680466530610)  2024-03-26T17:54Z [---] followers, [---] engagements


"Word on the street is $HSY new Reeses peanut butter cup with caramel is good"  
[X Link](https://x.com/neverhedgecap/status/1773041964625142071)  2024-03-27T17:38Z [---] followers, [---] engagements


"Everything is an AI play at this rate. But the tech going on at $DE is pretty fucking sick so yeah everything is an AI play"  
[X Link](https://x.com/neverhedgecap/status/1773335864908632144)  2024-03-28T13:06Z [---] followers, [---] engagements


"@ValueStockGeek $HSY $AJG $DE $AMZN *this is harder than i thought it was* $BX $DOW $CVX $APD Now will these OP I have no idea. But think they are around for a long long time. Cant even think of [--] right now"  
[X Link](https://x.com/neverhedgecap/status/1774044387334381668)  2024-03-30T12:01Z [---] followers, [---] engagements


"@pekwat Appreciate it Whilst I fully understand the backdrop essentially being the greatest bull market ever as well I still know a lot of ppl who havent done well. So Im not one of those blind to the market scenario type people. Heres to another decade. 🔮"  
[X Link](https://x.com/neverhedgecap/status/1774542385558462677)  2024-03-31T21:00Z [---] followers, [--] engagements


"$GOOGL going to $200 huh"  
[X Link](https://x.com/neverhedgecap/status/1774803809115529240)  2024-04-01T14:19Z [---] followers, [---] engagements


"If you wanna see a very obvious they know nothing scenario read $HSY 10-k (the important parts) the last [--] earnings calls investor prez. Then scroll through twitter. Im not saying its cheap. Or a buy. But I am saying the internet is dumb"  
[X Link](https://x.com/neverhedgecap/status/1774804642649583819)  2024-04-01T14:22Z [---] followers, [---] engagements


"@DotyBilly Long only retail PMs like the stock for its durability and pricing + ability to fend off new entrants and keep $ market share. Ok. Done"  
[X Link](https://x.com/neverhedgecap/status/1774836750763905365)  2024-04-01T16:30Z [---] followers, [--] engagements


"@DotyBilly I could totally be wrong and maybe its going to $150 but that would be the highest dividend yield ever I think Barely has ever been above 3%. Youre gonna have funds pouring money into it solely based on its Hershey and its yielding over 3%"  
[X Link](https://x.com/neverhedgecap/status/1774836981358350733)  2024-04-01T16:31Z [---] followers, [--] engagements


"$HSY gonna break $200 and hold. Going to $210"  
[X Link](https://x.com/neverhedgecap/status/1775169668740678025)  2024-04-02T14:33Z [---] followers, [---] engagements


"$HSY about to break out of that 6month weekly base and stockJabber gonna be down bad"  
[X Link](https://x.com/neverhedgecap/status/1775212157073789003)  2024-04-02T17:22Z [---] followers, [---] engagements


"@TSOH_Investing Caffeine does burn calories though. I think thats basically all they have to say. Its nothing special about Celsius its just each can is 200mg of caffeine. Which in general boosts metabolism"  
[X Link](https://x.com/neverhedgecap/status/1775578736127025508)  2024-04-03T17:38Z [---] followers, [----] engagements


"@TSOH_Investing I bet thats why they removed it Its not really Celsius specific lol"  
[X Link](https://x.com/neverhedgecap/status/1775578948493087148)  2024-04-03T17:39Z [---] followers, [--] engagements


"Rough look for StonkJabber $HSY short on Feastables"  
[X Link](https://x.com/neverhedgecap/status/1775621452005351543)  2024-04-03T20:28Z [---] followers, [---] engagements


"@Jimmy_NoChill there is just no math that makes sense. its all just very biased opinion Hershey has *real* competitors that have to fend off lol"  
[X Link](https://x.com/neverhedgecap/status/1775872092166095082)  2024-04-04T13:04Z [---] followers, [--] engagements


"@GunnerLleyton @DotyBilly My view is its not cheap. But I have to focus on what the market thinks not me. The long only buyers will buy $HSY here hence the 6-7 month consolidation and it wont break and hold $180 pretty simple for me"  
[X Link](https://x.com/neverhedgecap/status/1775925553528181216)  2024-04-04T16:37Z [---] followers, [--] engagements


"$HSY trades like shit. Trading gets difficult when you get many false breakouts over x price but then doesnt go below x price in this scenario I suppose I should have been a seller of puts vs buyer of calls. Conviction is there timing on May (from Jan) not great"  
[X Link](https://x.com/neverhedgecap/status/1775930846543012123)  2024-04-04T16:58Z [---] followers, [---] engagements


"@DougyFinance Slow bleed was beautiful all morning. $HSY didnt bleed :) get defensive"  
[X Link](https://x.com/neverhedgecap/status/1775959780596609399)  2024-04-04T18:53Z [---] followers, [---] engagements


"Okay give me every single bear thesis on $LULU please. Other than fashion is a fad what is the serious downside financial case here over the next decade Preferably people who know the biz well"  
[X Link](https://x.com/aresearchguy/status/1776222773754413248)  2024-04-05T12:18Z [----] followers, 152.5K engagements


"@TheChameleonee I have. Hasnt affected anything for over [--] years"  
[X Link](https://x.com/neverhedgecap/status/1776254212378149227)  2024-04-05T14:23Z [---] followers, [----] engagements


"@fear_capital Sometimes that is simply a great long/trade case. I utilize sentiment pretty heavily but timing is everything. Unless youre trading commons then no issues"  
[X Link](https://x.com/neverhedgecap/status/1776282854202151239)  2024-04-05T16:16Z [---] followers, [----] engagements


"@Rebrand_As_Y I dont look NTM to begin with. Im talking longer term 5+ years interested in FCF durability and ability to maintain mid 50s GMs. Personally wouldnt pay more than 25x high end I am thinking 18-20x eps. but need to find that [----] EPS. DD just started today"  
[X Link](https://x.com/neverhedgecap/status/1776315456250364407)  2024-04-05T18:26Z [---] followers, [----] engagements


"@LTVcapital My view is slightly becoming its either durable like NKE next decade or its under armor. The in between I have no interest have to take one side"  
[X Link](https://x.com/neverhedgecap/status/1776325655530975319)  2024-04-05T19:06Z [---] followers, [----] engagements


"$LOW margin catch up has been impressive. $HD CEO: "We are a growth company. We're full-stop a growth company at The Home Depot. This is a growth company." $HD CEO: "We are a growth company. We're full-stop a growth company at The Home Depot. This is a growth company.""  
[X Link](https://x.com/neverhedgecap/status/1777068344237039872)  2024-04-07T20:18Z [---] followers, [---] engagements


"Just got a Whoop [---] today pretty impressive. The AI chat bot on it for health related questions and impact of certain questions I have on strain and recovery/sleep with different medications is super impressive. anyone else have a Whoop 4.0"  
[X Link](https://x.com/neverhedgecap/status/1777070829957775688)  2024-04-07T20:27Z [---] followers, [---] engagements


"Gen-Z isnt even buying Feastables. If youre short $HSY here probably lose money (likely scenario). Not saying you should long it either but I think its tough to fight a stock that people mostly long only. The short was 30x+ earnings (made no sense)"  
[X Link](https://x.com/neverhedgecap/status/1777378613400138010)  2024-04-08T16:50Z [---] followers, [---] engagements


"Guess no one has opinions or data here like they do $LULU 3PL data looks to be growing but a bit slower this year due to projects getting bigger + needing more approval + waiting for election outcome"  
[X Link](https://x.com/neverhedgecap/status/1778755981138170003)  2024-04-12T12:04Z [---] followers, [---] engagements


"Robotics is such a fragmented industry. Massive consolidation is needed warehouses using multiple different robotics and software programs need to be on one platform. That process takes time"  
[X Link](https://x.com/neverhedgecap/status/1778756331949678924)  2024-04-12T12:05Z [---] followers, [---] engagements


"$HSY must have lost all market share to Feastables"  
[X Link](https://x.com/neverhedgecap/status/1778787261909279119)  2024-04-12T14:08Z [---] followers, [---] engagements


"Hey @ChipotleTweets this is double chicken What the hell"  
[X Link](https://x.com/aresearchguy/status/1778904764010447315)  2024-04-12T21:55Z [----] followers, [---] engagements


"$3.30 for double chicken and this is it"  
[X Link](https://x.com/aresearchguy/status/1778904929232449701)  2024-04-12T21:56Z [----] followers, [--] engagements


"@jbulltard1 You know I wouldnt be too mad about that cause Stroud is my 2nd favorite QB to watch. But Mahomes is the Texans father so no matter who is QB he is their father"  
[X Link](https://x.com/neverhedgecap/status/1779188191230107688)  2024-04-13T16:41Z [---] followers, [--] engagements


"@jbulltard1 Too late already Feastables destroyed them down to $185 now. Going to $125 and at that rate itll have like a 5% dividend yield which Hershey has never had before"  
[X Link](https://x.com/neverhedgecap/status/1779193999565213859)  2024-04-13T17:04Z [---] followers, [---] engagements


"@WaterworldCapi1 The amount of Starbucks within a [--] mile radius of me is actually repulsive and they are consistently packed. I say long SBUX solely based on that. [--] of which are new straight drive thru ones I dont think you go inside"  
[X Link](https://x.com/neverhedgecap/status/1780298953667293566)  2024-04-16T18:15Z [---] followers, [--] engagements


"@WaterworldCapi1 Its also going to be funny when $LULU is higher in [--] years than it is now and everyone who says Alo is destroying them just look silly using anecdotal evidence or whatever. (Not a comment on LULU mostly shitposting)"  
[X Link](https://x.com/neverhedgecap/status/1780299332282908721)  2024-04-16T18:16Z [---] followers, [--] engagements


"@WaterworldCapi1 $LRCX was up there too last Q. 🧐"  
[X Link](https://x.com/neverhedgecap/status/1780592882912555340)  2024-04-17T13:43Z [---] followers, [---] engagements


"Underlying store traffic growth 6m before and after Alo opening average: 14% before 16% after. (Morgan Stanley) So take that for what it is"  
[X Link](https://x.com/neverhedgecap/status/1780599711155855484)  2024-04-17T14:10Z [---] followers, [---] engagements


"Increasingly bullish $LULU tbh"  
[X Link](https://x.com/neverhedgecap/status/1780627439141425542)  2024-04-17T16:00Z [---] followers, [---] engagements


"Alo and Vuori are the Feastables. $HSY $LULU are the dominant players. Im not sold on either of those [--] cos being a bear thesis"  
[X Link](https://x.com/neverhedgecap/status/1780636270210732535)  2024-04-17T16:35Z [---] followers, [---] engagements


"S2 Ep6 of The Bear is so good"  
[X Link](https://x.com/neverhedgecap/status/1780735397380637102)  2024-04-17T23:09Z [---] followers, [---] engagements


"$LRCX PT $1100 from $870 24% upside B Riley. Ok Craig"  
[X Link](https://x.com/neverhedgecap/status/1781314268018737570)  2024-04-19T13:29Z [---] followers, [---] engagements


"The Green text people actually deserve to be left out why the fuck would I want green texts Also Apple does not have a smartphone monopoly. They simply have a very strong walled garden. come one Lizzy. Its time to break up @Apples smartphone monopoly. Also cmon lets stop leaving green text people out of the group chats. Its just not right. https://t.co/pr61Idf9yK Its time to break up @Apples smartphone monopoly. Also cmon lets stop leaving green text people out of the group chats. Its just not right. https://t.co/pr61Idf9yK"  
[X Link](https://x.com/neverhedgecap/status/1781314960926126498)  2024-04-19T13:32Z [---] followers, [----] engagements


"@chipflare I like the way WhatsApp works with their interface its easy. I genuinely just do not like android texting also I dont actually lash out at an android user I dont actually care I just woke up and chose violence and you fed into it. Apologies"  
[X Link](https://x.com/neverhedgecap/status/1781332829739077979)  2024-04-19T14:43Z [---] followers, [--] engagements


"@BornInvestor Ser need max pain washout and HSY back to $205 ser"  
[X Link](https://x.com/neverhedgecap/status/1781395783251546332)  2024-04-19T18:53Z [---] followers, [---] engagements


"@BornInvestor @chipflare No one I know other than internationally uses WhatsApp. Thats the answer for me"  
[X Link](https://x.com/neverhedgecap/status/1781639357402583264)  2024-04-20T11:01Z [---] followers, [--] engagements


"Why are you paying 25x FY2 street estimates for $LRCX"  
[X Link](https://x.com/neverhedgecap/status/1781687340689137792)  2024-04-20T14:12Z [---] followers, [---] engagements


"Truist said higher rates boolish for $LOW $TSCO consumer locked in more DIY housing projects. Kinda true Eh Any data to support this thought process"  
[X Link](https://x.com/neverhedgecap/status/1781688168829362237)  2024-04-20T14:15Z [---] followers, [---] engagements


"@TheMuffinMan28 I do like $LOW $TSCO long term we did add a ton a while ago (insert brag about lower price / valuation disconnect) but curious on the next 1-1.5 year I guess not that I can about short-term price movement. Really like the shift Ellison has done at Lowes"  
[X Link](https://x.com/neverhedgecap/status/1781733137648599489)  2024-04-20T17:14Z [---] followers, [--] engagements


"@TheMuffinMan28 but looking at [--] years historic worth of current data just seems very skewed and not a large enough sample size also I dont care for street analyst opinions 99.99% of time. I get the bull thesis looking for more bear though process. Why would $LOW be lower in 5yr or u/p S&P"  
[X Link](https://x.com/neverhedgecap/status/1781733624448008286)  2024-04-20T17:16Z [---] followers, [--] engagements


"@havmysharez @TheMuffinMan28 Long thesis when Ellison first went in was basically cutting costs and restructuring increasing op margins to those of $HD . Which he did. from. thats what Im working on"  
[X Link](https://x.com/neverhedgecap/status/1782372749798724035)  2024-04-22T11:35Z [---] followers, [--] engagements


"lol 28% of SPX constituents remained above 50dma down from 84% march 27th. market legit barely down since then and that many stocks get wrecked. So funny. SPX down like what 4.5% 😂"  
[X Link](https://x.com/neverhedgecap/status/1782458445301420143)  2024-04-22T17:16Z [---] followers, [---] engagements


"@WaterworldCapi1 Dont you think that would be reflective more in $NET share price past [--] year or are you talking specifically a CDN only business. Still big fan of $NET but valuation make me cringey"  
[X Link](https://x.com/neverhedgecap/status/1782486886935589261)  2024-04-22T19:09Z [---] followers, [---] engagements


"@Nathaniel8Frank Barrons said they liked $HSY and the stock dropped like 8%. They fucked my one set of calls 🤣"  
[X Link](https://x.com/neverhedgecap/status/1782755271640535047)  2024-04-23T12:55Z [---] followers, [---] engagements


"$TXN inventory days at. [---] Highest ever Wut"  
[X Link](https://x.com/neverhedgecap/status/1783138907598581816)  2024-04-24T14:20Z [---] followers, [---] engagements


"Ok but did anyone have this on their bingo card Impressive $DKS"  
[X Link](https://x.com/neverhedgecap/status/1783151123165012156)  2024-04-24T15:08Z [---] followers, [---] engagements


"$HSY one input cost down Sugar fell to its lowest price since January [----] https://t.co/x0GEXxpPW6 Sugar fell to its lowest price since January [----] https://t.co/x0GEXxpPW6"  
[X Link](https://x.com/neverhedgecap/status/1783575459545948330)  2024-04-25T19:15Z [---] followers, [---] engagements


"I only own a few stocks personally. but biz I cover in-depth $ZBRA $HSY $DOW $KEYS $GXO $GOOG $AMZN $LRCX $LULU $LOW $TSCO $SBUX $DHR $TMO $MRK $AVGO more of a core list"  
[X Link](https://x.com/neverhedgecap/status/1783820594514923551)  2024-04-26T11:29Z [---] followers, [---] engagements


"What the hell is happening on college campuses"  
[X Link](https://x.com/neverhedgecap/status/1783833656777376209)  2024-04-26T12:21Z [---] followers, [---] engagements


"Feastables isnt even in Sheetz 🤡. $HSY"  
[X Link](https://x.com/neverhedgecap/status/1784013413867233557)  2024-04-27T00:15Z [---] followers, [---] engagements


"I lied sorry it just took forever to find it because the shelf space is piss poor and holy fuck these bars are small"  
[X Link](https://x.com/neverhedgecap/status/1784014616189661648)  2024-04-27T00:20Z [---] followers, [---] engagements


"$2.29 for 1.24oz of chocolate $HSY King Size 2.6oz for $3.19 or 4.4oz for $3.99"  
[X Link](https://x.com/neverhedgecap/status/1784015122274398664)  2024-04-27T00:22Z [---] followers, [---] engagements


"How do I go short the amount of indoor putting places now"  
[X Link](https://x.com/aresearchguy/status/1784264588797591796)  2024-04-27T16:53Z [---] followers, [---] engagements


"@pekwat I didnt learn anything geared toward my major until the last [--] years. First two waste of time. Weed was decent"  
[X Link](https://x.com/neverhedgecap/status/1784264805378855320)  2024-04-27T16:54Z [---] followers, [--] engagements


"@pekwat On a serious note the trend I have noticed with at least [--] other parents I know (who are older than me kids are 16-18) is that theyre doing community college [--] years then going for the degree at a bigger/better college as long as credits transfer. Also shit is expensive lol"  
[X Link](https://x.com/neverhedgecap/status/1784265154265243741)  2024-04-27T16:55Z [---] followers, [--] engagements


"@pekwat I should reiterate inflation wont be where it was the previous decade prior to Covid new norm of 2-3% annualized rates 3.5-4% god forbid we have a normal environment. Commodities are all over the place"  
[X Link](https://x.com/neverhedgecap/status/1784572985799524440)  2024-04-28T13:18Z [---] followers, [--] engagements


"@peter_mantas @irbezek $HSY"  
[X Link](https://x.com/neverhedgecap/status/1785045945706504571)  2024-04-29T20:38Z [---] followers, [---] engagements


"$HSY back to $270 I guess. ❖ MOST PEOPLE WHO TRY OBESITY MEDS QUIT The majority of patients prescribed weight loss drugs for obesity stop taking them because of side effects and cost according to the results of a new survey from HealthCentral a leading digital platform focused on informing and https://t.co/qpUDElgjEM ❖ MOST PEOPLE WHO TRY OBESITY MEDS QUIT The majority of patients prescribed weight loss drugs for obesity stop taking them because of side effects and cost according to the results of a new survey from HealthCentral a leading digital platform focused on informing and"  
[X Link](https://x.com/neverhedgecap/status/1785046890683289721)  2024-04-29T20:41Z [---] followers, [---] engagements


"Why buy $BROS when you can literally buy $SBUX"  
[X Link](https://x.com/neverhedgecap/status/1785067088635126250)  2024-04-29T22:02Z [---] followers, [----] engagements


"@InvestmentTalkk True. $BRO a fraction of the cost. I get it"  
[X Link](https://x.com/neverhedgecap/status/1785069413630111860)  2024-04-29T22:11Z [---] followers, [---] engagements


"@BornInvestor Its funny because its so fucking stupid why HSY is up on it. $ZBRA to the moon too. Thats my 60/40 split"  
[X Link](https://x.com/neverhedgecap/status/1785315387837432294)  2024-04-30T14:28Z [---] followers, [--] engagements


"Wow what a candle $HSY what a piece of shit"  
[X Link](https://x.com/neverhedgecap/status/1785398851894972695)  2024-04-30T20:00Z [---] followers, [---] engagements


"@InvestmentTalkk I use them as a crutch IE $LULU "  
[X Link](https://x.com/neverhedgecap/status/1785409594925166939)  2024-04-30T20:43Z [---] followers, [--] engagements


"So everyone pays for overpriced Mexican bowls $CMG but not overpriced coffee $SBUX . 🧐. I see how it is"  
[X Link](https://x.com/neverhedgecap/status/1785462780864151772)  2024-05-01T00:14Z [---] followers, [---] engagements


"Been an $AAPL bull for a very long time as I viewed them as being misunderstood by the general market but man they are the ugly step child right now when compared to mega cap tech $MSFT $GOOGL $AMZN $META I said it. Maybe this is consensus but idk what theyre gonna do"  
[X Link](https://x.com/neverhedgecap/status/1785655225480610135)  2024-05-01T12:59Z [---] followers, [---] engagements


"$MDLZ CEO the inflationary environment is not easing at all. Ah"  
[X Link](https://x.com/neverhedgecap/status/1785656988426244160)  2024-05-01T13:06Z [---] followers, [---] engagements


"Also loss of market share (frequency of lower-income consumers brand favorite Chips Ahoy) losing market share to private label. $UL said same thing months ago"  
[X Link](https://x.com/neverhedgecap/status/1785659644779585741)  2024-05-01T13:16Z [---] followers, [---] engagements


"@phoenixvalue @InvestmentTalkk My issue is I like to find the silver lining in stocks that get shit canned like this. Its why I underperform for 1-1.5 year at a time personally like I like $ZBRA and $HSY . I have never really chased or bought things with momentum to upside. Im always knife catching"  
[X Link](https://x.com/neverhedgecap/status/1785697170647130453)  2024-05-01T15:45Z [---] followers, [---] engagements


"Muted reaction IMO on the stock. Could see $HSY doing the same or trading flat/slightly up after they say the same shit hedged for [----] cost expected to rise into [----] be smart with price hikes yadadadadada. Probably pops then still trades flat in subsequent months"  
[X Link](https://x.com/neverhedgecap/status/1785700487829791132)  2024-05-01T15:59Z [---] followers, [---] engagements


"@Nathaniel8Frank You read $MDLZ report Commentary on cocoa. Market reaction subdued HSY flat I expect HSY to trade flat/slightly up after report (assuming they dont miss by a wide margin)"  
[X Link](https://x.com/neverhedgecap/status/1786005160847671448)  2024-05-02T12:09Z [---] followers, [--] engagements


"Basket of: $LULU $SBUX $NKE $HSY Next [--] years. What you think"  
[X Link](https://x.com/neverhedgecap/status/1786019066223661376)  2024-05-02T13:05Z [---] followers, [---] engagements


"@zyzzcapital No view on $EL What a chart tho"  
[X Link](https://x.com/neverhedgecap/status/1786044787675586923)  2024-05-02T14:47Z [---] followers, [--] engagements


"Rise and shine MFs"  
[X Link](https://x.com/neverhedgecap/status/1786346194446266522)  2024-05-03T10:44Z [---] followers, [---] engagements


"ERP massive tailwind. 95%+ of the biz will be on same platform"  
[X Link](https://x.com/neverhedgecap/status/1786358884937970116)  2024-05-03T11:35Z [---] followers, [--] engagements


"$HSY management has noted within the last year numerous times about pricing and pressure on the consumer. For those of you who actually do research this is how you do it. They do not want to pressure the consumer but they will also still raise prices its about timing"  
[X Link](https://x.com/neverhedgecap/status/1786365175349563899)  2024-05-03T12:00Z [---] followers, [---] engagements


"@jbulltard1 @levitat67744744 He already owns Sees Candies but I could see it being $HSY . It fits his criteria for the most part"  
[X Link](https://x.com/neverhedgecap/status/1786781902289908014)  2024-05-04T15:36Z [---] followers, [---] engagements


"People be like Starbucks coffee tastes like shit. But literally its just Arabic beans. Its the roasting process you hate the roasting process if you hate their coffee. Just get a different roast. note: I am not a barista/roaster I know nothing but my wife was/does"  
[X Link](https://x.com/neverhedgecap/status/1787121603622355223)  2024-05-05T14:06Z [---] followers, [---] engagements


"I think you long $SBUX here around $70 I think you long $NKE $HSY $LULU"  
[X Link](https://x.com/neverhedgecap/status/1787121794102571320)  2024-05-05T14:06Z [---] followers, [---] engagements


"I might have to double my $HSY position Monday Really excited to see such prominent promotion of Feastables in 7-Eleven It will take time but Im more confident than ever Feastables will ultimately take significant share from $HSY https://t.co/9sYUlOPmX6 Really excited to see such prominent promotion of Feastables in 7-Eleven It will take time but Im more confident than ever Feastables will ultimately take significant share from $HSY https://t.co/9sYUlOPmX6"  
[X Link](https://x.com/neverhedgecap/status/1787138978979729506)  2024-05-05T15:15Z [---] followers, 11.7K engagements


"@InconvenientTr5 @StockJabber Still Hershey. https://app.segmanta.com/analytics/a0u73c/108349/116232/segments=NobwRAdghgtgpmAXGAggGzQAgEpwM4AOA9hACZwQAueYANGAGYCWalcATkuEQUmFGTpgAxiVJNKTEjUTAAuvTxwA5vCoBJUjPn00TGBKQQArhgC%2B9dkSKUkldsbj1RaIp2QBiACwARX76FyPGF2JgJJEiNTNHomUiQAdgAOAGYEgE4kgAZYvAA1JjwmACM0BER7R1yUY0oiH3wQsIiIOwc4MzkgA&cf=1&sel_segment_index=0&cl=95&cta=%7B%20%22line1%22%3A%20%22Want%20to%20generate%20your%20own%20insights%3F%22%20%22line2%22%3A%20%22Get%20started%20by%20creating%20your%20first%20survey%22%20%22action%22%3A%20%22Start%20Free%22%20%22delay%22%3A%205%20%7D"  
[X Link](https://x.com/neverhedgecap/status/1787162280871813595)  2024-05-05T16:47Z [---] followers, [--] engagements


"@InconvenientTr5 @StockJabber I mean its certainly situational but if you simply look at Hershey over the past 100+ years they do a very good job at what they make and are in a very strong financial position and even better the next decade IMO"  
[X Link](https://x.com/neverhedgecap/status/1787164879041765840)  2024-05-05T16:58Z [---] followers, [--] engagements


"$CVX chart constructive YTD"  
[X Link](https://x.com/neverhedgecap/status/1787516600238608460)  2024-05-06T16:15Z [---] followers, [---] engagements


"I bought $HSY stock at a lower price per share than they did their own buyback program. Idiots. Im better than you"  
[X Link](https://x.com/neverhedgecap/status/1787527090469834853)  2024-05-06T16:57Z [---] followers, [---] engagements


"Reeses launch in the UK was the countrys fasting-growing brand in each of the past three years 2x in size. Who said $HSY cant land and expand internationally. Curious on durability next decade now"  
[X Link](https://x.com/neverhedgecap/status/1787874205133869254)  2024-05-07T15:56Z [---] followers, [---] engagements


"Haha does anyone own $COKE . What a chart"  
[X Link](https://x.com/neverhedgecap/status/1787902925416841544)  2024-05-07T17:50Z [---] followers, [---] engagements


"10% of the US population is a $SBUX Rewards Loyalty member"  
[X Link](https://x.com/neverhedgecap/status/1788297414694089005)  2024-05-08T19:58Z [---] followers, [---] engagements


"$HSY closed above the 200dma for the first time in a while. Congrats"  
[X Link](https://x.com/neverhedgecap/status/1788299044067946842)  2024-05-08T20:04Z [---] followers, [----] engagements


"@chkielland @jbulltard1 @ShitcallCEO Im long a lot of stock. I also have August 200c"  
[X Link](https://x.com/neverhedgecap/status/1788360326448091177)  2024-05-09T00:08Z [---] followers, [--] engagements


"Question for PMs and analysts out there that follow my dumbass after how many businesses (stocks) you cover does it feel like too many I have my personal number curious on others"  
[X Link](https://x.com/neverhedgecap/status/1788544569287619054)  2024-05-09T12:20Z [---] followers, [---] engagements


"Id also note I let some roll off and then I let new ones come into play. IE been covering $ZBRA for 6-7 years so I dont have to monitor / follow it as much as I used to. So that leaves room for a new company to take place while just keeping up with ZBRA at that point"  
[X Link](https://x.com/neverhedgecap/status/1788544862419071123)  2024-05-09T12:21Z [---] followers, [---] engagements


"@phoenixvalue @rhunterh @zugmanfabio You have me wondering if its Hilton or Intuit"  
[X Link](https://x.com/neverhedgecap/status/1788895811566207326)  2024-05-10T11:36Z [---] followers, [---] engagements


"Waiting for the professional squigglers to pick up on the $HSY chart"  
[X Link](https://x.com/neverhedgecap/status/1789804618240680263)  2024-05-12T23:47Z [---] followers, [---] engagements


"@wolfofharcourt @BornInvestor Imagine being an analyst thinking Mr Beast has leverage over retail space manufacturing and operating margins. HSY was a great short at 30x+ earnings because yes that does not make sense 🤣"  
[X Link](https://x.com/neverhedgecap/status/1789977450572599423)  2024-05-13T11:14Z [---] followers, [--] engagements


"Howard Schultz needs to shut the fuck up and stop talking IMO"  
[X Link](https://x.com/neverhedgecap/status/1790052649368178690)  2024-05-13T16:13Z [---] followers, [---] engagements


"My conclusion $SBUX might be dead money for a few more months but FY2025+ think theyll be fine on bottom line growth and FCF conversion"  
[X Link](https://x.com/neverhedgecap/status/1790052789738967307)  2024-05-13T16:13Z [---] followers, [--] engagements


"@BornInvestor @InvestmentTalkk $DE love it"  
[X Link](https://x.com/neverhedgecap/status/1790120744321482813)  2024-05-13T20:43Z [---] followers, [---] engagements


"$HSY breaking out of a [--] month channel probably has much higher to go tbh. (Top ticked)"  
[X Link](https://x.com/neverhedgecap/status/1790351313072476187)  2024-05-14T11:59Z [---] followers, [---] engagements


"$SCHW Berkshire Hathaway is likely to reveal its "mystery" $5 billion investment in a financial stock (bank or insurance company) when it releases its 13-F after the market closes on May [--]. It had previously received confidential treatment by the SEC in Q3 and Q4 [----]. Berkshire Hathaway is likely to reveal its "mystery" $5 billion investment in a financial stock (bank or insurance company) when it releases its 13-F after the market closes on May [--]. It had previously received confidential treatment by the SEC in Q3 and Q4 2023"  
[X Link](https://x.com/neverhedgecap/status/1790372680497004578)  2024-05-14T13:24Z [---] followers, [---] engagements


"@zyzzcapital I use Fidelity but I use ToS for charting and real time quotes. Too lazy for the BB sometimes"  
[X Link](https://x.com/neverhedgecap/status/1790373774161813537)  2024-05-14T13:29Z [---] followers, [--] engagements


"$ZBRA buybacks gonna pick up in 2H and into [----]. Nice"  
[X Link](https://x.com/neverhedgecap/status/1790744723000295679)  2024-05-15T14:03Z [---] followers, [---] engagements


"Old enough to remember when $AVGO had a 3.5%+ divvy"  
[X Link](https://x.com/neverhedgecap/status/1790767965589143573)  2024-05-15T15:35Z [---] followers, [---] engagements


"What the hell is all that call activity on $HSY May 17th shitload of strikes"  
[X Link](https://x.com/neverhedgecap/status/1790860805849657512)  2024-05-15T21:44Z [---] followers, [---] engagements


"@jbulltard1 Valuation vs nominal value I dont think chart is relevant in this case"  
[X Link](https://x.com/neverhedgecap/status/1791081574315733010)  2024-05-16T12:21Z [---] followers, [---] engagements


"@jbulltard1 Check out $AJG"  
[X Link](https://x.com/neverhedgecap/status/1791081774686072990)  2024-05-16T12:22Z [---] followers, [--] engagements


"$HSY gonna set up bull flag then push toward $230 in June"  
[X Link](https://x.com/neverhedgecap/status/1791523456393060786)  2024-05-17T17:37Z [---] followers, [---] engagements


"@SouthernValue95 $HSY"  
[X Link](https://x.com/neverhedgecap/status/1791886087134044404)  2024-05-18T17:38Z [---] followers, [----] engagements


"@InvestmentTalkk Actual Q why own anything below LULU weight wise"  
[X Link](https://x.com/neverhedgecap/status/1792151588850606383)  2024-05-19T11:13Z [---] followers, [--] engagements


"@InvestmentTalkk Roger that. Ive never been more than [--]. Probs change over the years as businesses I study are in my back pocket longer and I move onto new companies while just following up quarterly on the ones Ive monitored for a while. I also trade around my core for that extra alpha"  
[X Link](https://x.com/neverhedgecap/status/1792153227179286838)  2024-05-19T11:20Z [---] followers, [--] engagements


"@InvestmentTalkk So Im a bit more active around my holdings. I also own [--] stocks right now so yeah"  
[X Link](https://x.com/neverhedgecap/status/1792153308288651694)  2024-05-19T11:20Z [---] followers, [--] engagements

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