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[@HedgeyeTech](/creator/twitter/HedgeyeTech)
"$ASML plunging X% on 2026 growth uncertainty - dragging rest of semicaps lower $LRCX $AMAT $KLAC . We had also been cautious on 2026 WFE expectations given our global fab database"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1945426300614725911) 2025-07-16 10:12:28 UTC 14.4K followers, 2059 engagements


"My weekend lightning note is out - this week's tickers - $PDD $JD $BABA $BIDU #Douyin $MNSO $EDU $DIDIY $ZH $NTES $TCEHY #Tiktok"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1629908403085807616) 2023-02-26 18:17:00 UTC 14.4K followers, 3174 engagements


"Tencent quietly hit its highest level since June 2021- were Long. Clearly an AI application winner $TCEHY"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1947982260185243966) 2025-07-23 11:28:57 UTC 14.4K followers, 1523 engagements


"I don't think many investors realize the immense profitability and growth risks ahead for Meituan $MPNGY - we remain Short. This war from $JD is very different than anything they have seen in the past"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1936767765442158677) 2025-06-22 12:46:33 UTC 14.4K followers, 2917 engagements


"We wrote a client note saying how can Chinese regulators be unhappy if both the consumers and merchants/restauarants win BIG in this instant retail war Only Wang Xing and Meituan is unhappy. Remain Short $MPNGY"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1948711974377820644) 2025-07-25 11:48:34 UTC 14.4K followers, 1137 engagements


"Last week we removed our Alchip Short despite the company missing Q1 2025 revenues by 6%. We went Short Alchip back in Sept 2024 because we didn't believe management's forecast of 20%+ revenue GROWTH in 2025 given EOL of Inferentia and poor demand (not CoWoS supply issue) on Gaudi X. Consensus expectations is now at XX% revenue DECLINE for 2025 which means our Short thesis played out. All eyes now on Trainium X and X. $MRVL $AVGO $AMZN"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1911755566763962714) 2025-04-14 12:17:00 UTC 14.4K followers, 2106 engagements


"Earlier this morning we flipped $MU again from Long to the Short side - flash call tomorrow at 10am ET. So far our fundamental track record on Micron has been accurate. Is 1H 2026 going to be trouble for the company"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1947330226779984232) 2025-07-21 16:18:00 UTC 14.4K followers, 8194 engagements


"Anyone else confused by this giant rally in semicaps Sell-side trying to justify the move by raising WFE by 8%-10% points. Is it just no one believing in Trump semi tariffs $AMAT $LRCX $KLAC $ASML $FORM"  
![@HedgeyeTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40333430.png) [@HedgeyeTech](/creator/x/HedgeyeTech) on [X](/post/tweet/1942720633109950671) 2025-07-08 23:01:07 UTC 14.4K followers, 2230 engagements