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[@HedgeyeComm](/creator/twitter/HedgeyeComm)
"$META $ROKU"  
[X Link](https://x.com/HedgeyeComm/status/1976379118309843446) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-09T20:07Z 27.7K followers, 4984 engagements


"Health insurance is such a scam you pay $27k a year in premiums and still have $14k in out of pocket expenses"  
[X Link](https://x.com/HedgeyeComm/status/1975363264713556320) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-07T00:51Z 27.7K followers, 144.9K engagements


"Here is our weak not well substantiated note on $SPHR 🙃 We are moving SPHR from an Active Long to the Long Bench. The stock is up XX% since we made it an active long on August 24th in anticipation of the successful launch of The Wizard of Oz (WoZ) on August 29th 2025. The move is driven by increasingly unattractive risk/reward even as the data continues to track well for the show (Exhibit A). As we highlighted in our presentation on 9/19 (click here for the replay including a detailed write-up) we think fair value for shares is $70-$75 (Exhibit B) but with the stock now in the high $60s and"  
[X Link](https://x.com/HedgeyeComm/status/1974238005540933670) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-03T22:19Z 27.7K followers, 5562 engagements


"Position Monitor Note out. $RBLX $SPHR $RDDT $CMCSA"  
[X Link](https://x.com/HedgeyeComm/status/1975003716584612069) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-06T01:02Z 27.7K followers, 4315 engagements


"There you have it. $ORCL $NVDA "In the three months that ended in August Oracle generated around $XXX million from rentals of servers powered by Nvidia chips and recorded a gross profit of $XXX millionequal to XX cents for every $X of sales the documents show. Thats lower than the gross margins of many nontech retail businesses. As sales from the business nearly tripled in the past year the gross profit margin from those sales ranged between less than XX% and slightly over XX% averaging around XX% the documents show. In some cases Oracle is losing considerable sums on rentals of small"  
[X Link](https://x.com/HedgeyeComm/status/1975584131737129442) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-07T15:28Z 27.7K followers, 39.9K engagements


"Ton of interactive commercials Amazon NFL Prime"  
[X Link](https://x.com/HedgeyeComm/status/1978986236397183288) [@HedgeyeComm](/creator/x/HedgeyeComm) 2025-10-17T00:47Z 27.7K followers, 2582 engagements