[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Hedgeye](/creator/twitter/Hedgeye) "$BYND = Volume acceleration 2.15B shares traded $XXXXX billion notional ๐ That's more than the market cap of FactSet in one day $FDS" [X Link](https://x.com/Hedgeye/status/1981336764892795306) [@Hedgeye](/creator/x/Hedgeye) 2025-10-23T12:27Z 211.8K followers, 8767 engagements "Arabica Coffee Futures Rise To Fresh Record โ = Inflated XXXX% over the past year" [X Link](https://x.com/Hedgeye/status/1981344101917159688) [@Hedgeye](/creator/x/Hedgeye) 2025-10-23T12:57Z 211.8K followers, 6116 engagements "BREAKING: Critical Metals stock $CRML soars over +125% after the Trump Administration discusses taking an X% stake valued at $XX million. This deal would offer direct exposure to one of the largest rare earth deposits in Greenland" [X Link](https://x.com/Hedgeye/status/1975167181466808586) [@Hedgeye](/creator/x/Hedgeye) 2025-10-06T11:52Z 211.8K followers, 26.2K engagements "WATCH The "Float" Game in Crypto Is Similar to Equities ๐ช Avalanche @avax Chief Strategy Officer @luigidemeo breaks down how "The Game" is played with Hedgeye CEO @KeithMcCullough ๐ Watch the interview free on-demand:" [X Link](https://x.com/Hedgeye/status/1978181482188308980) [@Hedgeye](/creator/x/Hedgeye) 2025-10-14T19:29Z 211.8K followers, 59.6K engagements "$AAPL TO OUTPERFORM MAG7 IN 2026 Global Tech analyst Felix Wang @HedgeyeTech has been on an absolute tear this year. Now he's Long Apple. Get access to the presentation here ๐" [X Link](https://x.com/Hedgeye/status/1980338126775365956) [@Hedgeye](/creator/x/Hedgeye) 2025-10-20T18:19Z 211.8K followers, 32.2K engagements "There's lots of talk around $BYND Beyond Meat. X BILLION SHARES TRADED YESTERDAY People love a story especially retail investors. The setup is remarkably similar to the iconic $GME squeeze of 2021 when roaring kitty sparked an investor army to pump Gamestop. Behind this investor army is a Dubai-based real estate developer named Semenikhin. Posting on Reddit Semenikhin said he'd purchased 1/20th of outstanding shares. On Sunday he shared an AI narrated video titled "Why I've purchased X% of Beyond Meat Stock" "$BYND sold shares to investors near $3/share and used the money to repay its debt." [X Link](https://x.com/Hedgeye/status/1980980122166427976) [@Hedgeye](/creator/x/Hedgeye) 2025-10-22T12:50Z 211.8K followers, 262.9K engagements "While the media is flipping out over @elonmusk asking for his $1T comp package heres what hes really getting at ๐ $TSLA Earnings Call Breakdown ๐งต "There needs to be enough voting control to give a strong influence but not so much that I can't be fired if I go insane" @elonmusk Musk says he doesnt feel comfortable building a robot army at Tesla only to be ousted by ISS and Glass Lewis whom he calls corporate terrorists. They have made many terrible recommendations. that would have been extremely destructive to the future of the company. Too much of Teslas voting power sits with passive index" [X Link](https://x.com/Hedgeye/status/1981362174678217173) [@Hedgeye](/creator/x/Hedgeye) 2025-10-23T14:08Z 211.8K followers, 4873 engagements "McGough pounding Short $LULU on The Call @HedgeyeRetail" [X Link](https://x.com/Hedgeye/status/1976622190444622286) [@Hedgeye](/creator/x/Hedgeye) 2025-10-10T12:13Z 211.8K followers, 17.8K engagements "This is insane. Volatility Shares filed with the SEC to offer Single Stock ETFs with 5x leverage. 5x $TSLA ETF 5x $NVDA ETF 5x $PLTR ETF 5x $BTC ETF 5x $AMD ETF 5x $AMZN ETF 5x $COIN ETF 5x $CRCL ETF 5x $GOOGL ETF 5x $MSTR ETF 5x $ETH ETF 5x $SOL ETF 5x $XRP ETF FYI.during a government shutdown the issuer can allow for AUTOMATIC effectiveness after XX days under Section 8(a) but bears all legal risk. In other words in XX days they have the ability to push this forward with no SEC review. Wild times" [X Link](https://x.com/Hedgeye/status/1978473144340918342) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T14:48Z 211.8K followers, 177.5K engagements "A Percentage Of Your Bet Needs To Be Flexible ๐ ๐ One of the biggest mistakes of the past decade is assuming youll always have liquidity when you want it" says Steve Diggle in a conversation with Hedgeye CEO @KeithMcCullough. Part of your book has to be nimble because when everyone tries to get out at once the bid wont be there" [X Link](https://x.com/Hedgeye/status/1978891072739701222) [@Hedgeye](/creator/x/Hedgeye) 2025-10-16T18:29Z 211.8K followers, 24.8K engagements "This Week's Events @Hedgeye Oct 20th: @Hedgeye_Staples Investor Meeting Reviews on $DLTR $BF.B & $GIS (re $FRPT) Oct 21st: @HedgeyeRetail Q4 Retail Themes Oct 22nd: @HedgeyeIndstrls Outlook for Defense Spending (Part 2)" [X Link](https://x.com/Hedgeye/status/1980268772838506653) [@Hedgeye](/creator/x/Hedgeye) 2025-10-20T13:44Z 211.8K followers, 9302 engagements "@WOLF_Financial $GME had short interest at about XXX% of Equity Float while $BYND is at 82%. Put-Call skew has normalized for 25d contracts with Market Makers appropriately pricing both sides of the chain. Seems chill for now" [X Link](https://x.com/Hedgeye/status/1981061794677531075) [@Hedgeye](/creator/x/Hedgeye) 2025-10-22T18:15Z 211.8K followers, 1217 engagements "๐จ U.S. National Debt just hit $XX trillion The last trillion was added in XX daysthe fastest pace ever outside the pandemic. Thats $XX billion every single day. Or $69714 every second. Interest costs now exceed $1T annually" [X Link](https://x.com/Hedgeye/status/1981120974138593315) [@Hedgeye](/creator/x/Hedgeye) 2025-10-22T22:10Z 211.8K followers, 215.9K engagements "FLASHBACK Time To Short $SMPL (Shares Down XX% Since) ๐ Simply Good Foods (SMPL) shares have plummeted XX% since Hedgeye analyst Daniel Biolsi @Hedgeye_Staples sent his short note to subscribers on 8/13/25" [X Link](https://x.com/Hedgeye/status/1981405144597352467) [@Hedgeye](/creator/x/Hedgeye) 2025-10-23T16:59Z 211.8K followers, 14.3K engagements "BREAKING: Fartcoin's market cap is now greater than XX% of all American publicly-traded companies" [X Link](https://x.com/Hedgeye/status/1867194095510356471) [@Hedgeye](/creator/x/Hedgeye) 2024-12-12T13:05Z 211.8K followers, 4.7M engagements "The Polarization of The K-Shape Economy According to $DG CEO Todd Vasos more than XX% of shoppers say higher inflation has forced them to cut back with rising costs for rent utilities and groceries squeezing already tight budgets. Meanwhile Ferraris higher-income customers are enjoying record levels of discretionary savingssplurging on custom paint jobs ventilated seats and carbon fiber upgrades. The divergence couldnt be clearer" [X Link](https://x.com/Hedgeye/status/1974089205421621612) [@Hedgeye](/creator/x/Hedgeye) 2025-10-03T12:28Z 211.7K followers, 17.9K engagements "BREAKING: Confluent $CFLT Soars +23% On Report Of Possible Sale" [X Link](https://x.com/Hedgeye/status/1975884141087605005) [@Hedgeye](/creator/x/Hedgeye) 2025-10-08T11:21Z 211.7K followers, 5767 engagements "Uranium $URA Surges To New Cycle Highs ๐" [X Link](https://x.com/Hedgeye/status/1977743353308393665) [@Hedgeye](/creator/x/Hedgeye) 2025-10-13T14:28Z 211.7K followers, 7576 engagements "Today more than XX% of $SPX option volume now expires the same day. Is the $VIX still a valid risk gaugeor has the market moved beyond it @KeithMcCullough sits down with @ExcellRichard Professor of Finance and former Hedge Fund PM to break down what the market is really signaling. Well examine COT positioning across fixed income equities and debasement tradesand what it reveals about where capital is moving. This is where the rotation starts to matter. ๐ Free access:" [X Link](https://x.com/Hedgeye/status/1978452182002229373) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T13:25Z 211.7K followers, 18.3K engagements "Seven Stocks Make Up +30% of $SPX Mkt. Cap Fan favorite @LizAnnSonders joins @KeithMcCullough to unpack the Market Breadth vs. The Magnificent X. Topics on deck: -The dominance of a few AI fueled mega caps -AI earnings guidance and a broadening rally -How leadership shifts could shape the next market phase You won't want to miss this one. Free access (live or on-demand):" [X Link](https://x.com/Hedgeye/status/1978452185428955480) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T13:25Z 211.7K followers, 24.3K engagements "At last week's Fed Community Bank Conference Blackstone CEO said: "What can go wrong Not much except fraud." Today Regional Banks $KRE sank XXX% on news that Zions Bancorp $ZION and Western Alliance Bancorp $WAT said they were victims of fraud. Crazy coincidence" [X Link](https://x.com/Hedgeye/status/1978921003456827902) [@Hedgeye](/creator/x/Hedgeye) 2025-10-16T20:28Z 211.8K followers, 211K engagements "How To Risk Manage Rates and Credit Within The Risk Range ๐ Thursday's pullback in bonds and gold provided a textbook buying opportunity at the LRR (low end of the Risk Range) ahead of Friday's sharp reversal when bond yields moved straight back down. "We have the best way to risk-manage rates.The Risk Rangeof Bond yields within the TREND. Nobody has a better way" explains Hedgeye CEO @KeithMcCullough. "And nobody's called every credit crisis like Hedgeye has." Subscribe to Risk RangeSignals for systematic risk management that beats consensus fears" [X Link](https://x.com/Hedgeye/status/1977035447306952849) [@Hedgeye](/creator/x/Hedgeye) 2025-10-11T15:35Z 211.8K followers, 11K engagements "CLOSING REMARKS ๐ฅ Hedgeye CEO @KeithMcCullough shares why our approach at Hedgeye Asset Management is so unique. Trust accountability & transparency. Know where your money is allocated and who's behind it. @HedgeyeAM" [X Link](https://x.com/Hedgeye/status/1979243105363583000) [@Hedgeye](/creator/x/Hedgeye) 2025-10-17T17:48Z 211.8K followers, 21.3K engagements "DRAM inventories have collapsed to just X weeks well below the 1216 week norm. Prices have more than DOUBLED in the last month ๐ DRAM (Dynamic Random-Access Memory) is a type of volatile memory used in computers smartphones and data centers. Taiwan & South Korea still dominate chipmaking though U.S. share is projected to rise from XX% to XX% by 2032 powered by the CHIPS Act" [X Link](https://x.com/Hedgeye/status/1980644943073796412) [@Hedgeye](/creator/x/Hedgeye) 2025-10-21T14:38Z 211.8K followers, 8343 engagements "McGough: Tapestry Can Get More Expensive ๐ Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September 2024 when he went long around $XX. Today its trading near $XXX nearly 3x higher ๐ Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad X macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for XX% earnings growth" [X Link](https://x.com/Hedgeye/status/1980716822937718993) [@Hedgeye](/creator/x/Hedgeye) 2025-10-21T19:24Z 211.8K followers, 5506 engagements "Game. On. ๐ฅ Hedgeye's 15th "INVESTING SUMMIT" October 1416 11am-2pm ET X days. X webcasts. X excuses. ๐ Reserve your free virtual seat:" [X Link](https://x.com/Hedgeye/status/1974165526050897941) [@Hedgeye](/creator/x/Hedgeye) 2025-10-03T17:31Z 211.8K followers, 79.7K engagements "Since Hedgeye CEO @KeithMcCullough added $MSTY to the short side this MicroStrategy-based ETF has plunged over 26%. Read the full story ๐ $BTC $MSTR" [X Link](https://x.com/Hedgeye/status/1981448159747572114) [@Hedgeye](/creator/x/Hedgeye) 2025-10-23T19:50Z 211.8K followers, 15.3K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Hedgeye
"$BYND = Volume acceleration 2.15B shares traded $XXXXX billion notional ๐ That's more than the market cap of FactSet in one day $FDS"
X Link @Hedgeye 2025-10-23T12:27Z 211.8K followers, 8767 engagements
"Arabica Coffee Futures Rise To Fresh Record โ = Inflated XXXX% over the past year"
X Link @Hedgeye 2025-10-23T12:57Z 211.8K followers, 6116 engagements
"BREAKING: Critical Metals stock $CRML soars over +125% after the Trump Administration discusses taking an X% stake valued at $XX million. This deal would offer direct exposure to one of the largest rare earth deposits in Greenland"
X Link @Hedgeye 2025-10-06T11:52Z 211.8K followers, 26.2K engagements
"WATCH The "Float" Game in Crypto Is Similar to Equities ๐ช Avalanche @avax Chief Strategy Officer @luigidemeo breaks down how "The Game" is played with Hedgeye CEO @KeithMcCullough ๐ Watch the interview free on-demand:"
X Link @Hedgeye 2025-10-14T19:29Z 211.8K followers, 59.6K engagements
"$AAPL TO OUTPERFORM MAG7 IN 2026 Global Tech analyst Felix Wang @HedgeyeTech has been on an absolute tear this year. Now he's Long Apple. Get access to the presentation here ๐"
X Link @Hedgeye 2025-10-20T18:19Z 211.8K followers, 32.2K engagements
"There's lots of talk around $BYND Beyond Meat. X BILLION SHARES TRADED YESTERDAY People love a story especially retail investors. The setup is remarkably similar to the iconic $GME squeeze of 2021 when roaring kitty sparked an investor army to pump Gamestop. Behind this investor army is a Dubai-based real estate developer named Semenikhin. Posting on Reddit Semenikhin said he'd purchased 1/20th of outstanding shares. On Sunday he shared an AI narrated video titled "Why I've purchased X% of Beyond Meat Stock" "$BYND sold shares to investors near $3/share and used the money to repay its debt."
X Link @Hedgeye 2025-10-22T12:50Z 211.8K followers, 262.9K engagements
"While the media is flipping out over @elonmusk asking for his $1T comp package heres what hes really getting at ๐ $TSLA Earnings Call Breakdown ๐งต "There needs to be enough voting control to give a strong influence but not so much that I can't be fired if I go insane" @elonmusk Musk says he doesnt feel comfortable building a robot army at Tesla only to be ousted by ISS and Glass Lewis whom he calls corporate terrorists. They have made many terrible recommendations. that would have been extremely destructive to the future of the company. Too much of Teslas voting power sits with passive index"
X Link @Hedgeye 2025-10-23T14:08Z 211.8K followers, 4873 engagements
"McGough pounding Short $LULU on The Call @HedgeyeRetail"
X Link @Hedgeye 2025-10-10T12:13Z 211.8K followers, 17.8K engagements
"This is insane. Volatility Shares filed with the SEC to offer Single Stock ETFs with 5x leverage. 5x $TSLA ETF 5x $NVDA ETF 5x $PLTR ETF 5x $BTC ETF 5x $AMD ETF 5x $AMZN ETF 5x $COIN ETF 5x $CRCL ETF 5x $GOOGL ETF 5x $MSTR ETF 5x $ETH ETF 5x $SOL ETF 5x $XRP ETF FYI.during a government shutdown the issuer can allow for AUTOMATIC effectiveness after XX days under Section 8(a) but bears all legal risk. In other words in XX days they have the ability to push this forward with no SEC review. Wild times"
X Link @Hedgeye 2025-10-15T14:48Z 211.8K followers, 177.5K engagements
"A Percentage Of Your Bet Needs To Be Flexible ๐ ๐ One of the biggest mistakes of the past decade is assuming youll always have liquidity when you want it" says Steve Diggle in a conversation with Hedgeye CEO @KeithMcCullough. Part of your book has to be nimble because when everyone tries to get out at once the bid wont be there"
X Link @Hedgeye 2025-10-16T18:29Z 211.8K followers, 24.8K engagements
"This Week's Events @Hedgeye Oct 20th: @Hedgeye_Staples Investor Meeting Reviews on $DLTR $BF.B & $GIS (re $FRPT) Oct 21st: @HedgeyeRetail Q4 Retail Themes Oct 22nd: @HedgeyeIndstrls Outlook for Defense Spending (Part 2)"
X Link @Hedgeye 2025-10-20T13:44Z 211.8K followers, 9302 engagements
"@WOLF_Financial $GME had short interest at about XXX% of Equity Float while $BYND is at 82%. Put-Call skew has normalized for 25d contracts with Market Makers appropriately pricing both sides of the chain. Seems chill for now"
X Link @Hedgeye 2025-10-22T18:15Z 211.8K followers, 1217 engagements
"๐จ U.S. National Debt just hit $XX trillion The last trillion was added in XX daysthe fastest pace ever outside the pandemic. Thats $XX billion every single day. Or $69714 every second. Interest costs now exceed $1T annually"
X Link @Hedgeye 2025-10-22T22:10Z 211.8K followers, 215.9K engagements
"FLASHBACK Time To Short $SMPL (Shares Down XX% Since) ๐ Simply Good Foods (SMPL) shares have plummeted XX% since Hedgeye analyst Daniel Biolsi @Hedgeye_Staples sent his short note to subscribers on 8/13/25"
X Link @Hedgeye 2025-10-23T16:59Z 211.8K followers, 14.3K engagements
"BREAKING: Fartcoin's market cap is now greater than XX% of all American publicly-traded companies"
X Link @Hedgeye 2024-12-12T13:05Z 211.8K followers, 4.7M engagements
"The Polarization of The K-Shape Economy According to $DG CEO Todd Vasos more than XX% of shoppers say higher inflation has forced them to cut back with rising costs for rent utilities and groceries squeezing already tight budgets. Meanwhile Ferraris higher-income customers are enjoying record levels of discretionary savingssplurging on custom paint jobs ventilated seats and carbon fiber upgrades. The divergence couldnt be clearer"
X Link @Hedgeye 2025-10-03T12:28Z 211.7K followers, 17.9K engagements
"BREAKING: Confluent $CFLT Soars +23% On Report Of Possible Sale"
X Link @Hedgeye 2025-10-08T11:21Z 211.7K followers, 5767 engagements
"Uranium $URA Surges To New Cycle Highs ๐"
X Link @Hedgeye 2025-10-13T14:28Z 211.7K followers, 7576 engagements
"Today more than XX% of $SPX option volume now expires the same day. Is the $VIX still a valid risk gaugeor has the market moved beyond it @KeithMcCullough sits down with @ExcellRichard Professor of Finance and former Hedge Fund PM to break down what the market is really signaling. Well examine COT positioning across fixed income equities and debasement tradesand what it reveals about where capital is moving. This is where the rotation starts to matter. ๐ Free access:"
X Link @Hedgeye 2025-10-15T13:25Z 211.7K followers, 18.3K engagements
"Seven Stocks Make Up +30% of $SPX Mkt. Cap Fan favorite @LizAnnSonders joins @KeithMcCullough to unpack the Market Breadth vs. The Magnificent X. Topics on deck: -The dominance of a few AI fueled mega caps -AI earnings guidance and a broadening rally -How leadership shifts could shape the next market phase You won't want to miss this one. Free access (live or on-demand):"
X Link @Hedgeye 2025-10-15T13:25Z 211.7K followers, 24.3K engagements
"At last week's Fed Community Bank Conference Blackstone CEO said: "What can go wrong Not much except fraud." Today Regional Banks $KRE sank XXX% on news that Zions Bancorp $ZION and Western Alliance Bancorp $WAT said they were victims of fraud. Crazy coincidence"
X Link @Hedgeye 2025-10-16T20:28Z 211.8K followers, 211K engagements
"How To Risk Manage Rates and Credit Within The Risk Range ๐ Thursday's pullback in bonds and gold provided a textbook buying opportunity at the LRR (low end of the Risk Range) ahead of Friday's sharp reversal when bond yields moved straight back down. "We have the best way to risk-manage rates.The Risk Rangeof Bond yields within the TREND. Nobody has a better way" explains Hedgeye CEO @KeithMcCullough. "And nobody's called every credit crisis like Hedgeye has." Subscribe to Risk RangeSignals for systematic risk management that beats consensus fears"
X Link @Hedgeye 2025-10-11T15:35Z 211.8K followers, 11K engagements
"CLOSING REMARKS ๐ฅ Hedgeye CEO @KeithMcCullough shares why our approach at Hedgeye Asset Management is so unique. Trust accountability & transparency. Know where your money is allocated and who's behind it. @HedgeyeAM"
X Link @Hedgeye 2025-10-17T17:48Z 211.8K followers, 21.3K engagements
"DRAM inventories have collapsed to just X weeks well below the 1216 week norm. Prices have more than DOUBLED in the last month ๐ DRAM (Dynamic Random-Access Memory) is a type of volatile memory used in computers smartphones and data centers. Taiwan & South Korea still dominate chipmaking though U.S. share is projected to rise from XX% to XX% by 2032 powered by the CHIPS Act"
X Link @Hedgeye 2025-10-21T14:38Z 211.8K followers, 8343 engagements
"McGough: Tapestry Can Get More Expensive ๐ Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September 2024 when he went long around $XX. Today its trading near $XXX nearly 3x higher ๐ Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad X macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for XX% earnings growth"
X Link @Hedgeye 2025-10-21T19:24Z 211.8K followers, 5506 engagements
"Game. On. ๐ฅ Hedgeye's 15th "INVESTING SUMMIT" October 1416 11am-2pm ET X days. X webcasts. X excuses. ๐ Reserve your free virtual seat:"
X Link @Hedgeye 2025-10-03T17:31Z 211.8K followers, 79.7K engagements
"Since Hedgeye CEO @KeithMcCullough added $MSTY to the short side this MicroStrategy-based ETF has plunged over 26%. Read the full story ๐ $BTC $MSTR"
X Link @Hedgeye 2025-10-23T19:50Z 211.8K followers, 15.3K engagements
/creator/twitter::18719020/posts