#  @HedgeFundTips Thomas J. Hayes Thomas J. Hayes appears to be an investment analyst or commentator who regularly shares market insights and updates on social media. His recent posts focus on market indicators, stock market trends, and earnings estimates, with a emphasis on value investing. He has also been sharing quotes and interviews related to investing and the stock market. ### Engagements: [-----] [#](/creator/twitter::323985128/interactions)  - [--] Week [------] +41% - [--] Month [-------] +41% - [--] Months [---------] -12% - [--] Year [---------] -11% ### Mentions: [--] [#](/creator/twitter::323985128/posts_active)  - [--] Week [---] -5.30% - [--] Month [---] +21% - [--] Months [-----] +23% - [--] Year [-----] +38% ### Followers: [------] [#](/creator/twitter::323985128/followers)  - [--] Week [------] -5.50% - [--] Month [------] +1% - [--] Months [------] -23% - [--] Year [------] -35% ### CreatorRank: [-------] [#](/creator/twitter::323985128/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 50% [finance](/list/finance) 40.91% [cryptocurrencies](/list/cryptocurrencies) 21.82% [technology brands](/list/technology-brands) 13.64% [currencies](/list/currencies) 5.45% [exchanges](/list/exchanges) #3081 [automotive brands](/list/automotive-brands) 2.73% [ncaa football](/list/ncaa-football) 0.91% [luxury brands](/list/luxury-brands) 0.91% [social networks](/list/social-networks) 0.91% **Social topic influence** [stocks](/topic/stocks) #4111, [money](/topic/money) 13.64%, [sentiment](/topic/sentiment) #415, [$pypl](/topic/$pypl) #1694, [in the](/topic/in-the) 6.36%, [$hl](/topic/$hl) #10, [$sim](/topic/$sim) #1, [$apld](/topic/$apld) 4.55%, [$intc](/topic/$intc) 4.55%, [$cde](/topic/$cde) 4.55% **Top accounts mentioned or mentioned by** [@sabangocen97138](/creator/undefined) [@foxbusiness](/creator/undefined) [@gansic966](/creator/undefined) [@theethermachine](/creator/undefined) [@varneyco](/creator/undefined) [@ashwebsterfbn](/creator/undefined) [@ak_ethermachine](/creator/undefined) [@stockspy1](/creator/undefined) [@worstfund](/creator/undefined) [@loubasenese](/creator/undefined) [@cpvayne](/creator/undefined) [@briansozzi](/creator/undefined) [@brookedipalma](/creator/undefined) [@yahoofinance](/creator/undefined) [@enriquejlores](/creator/undefined) [@acce](/creator/undefined) [@wastemanagement](/creator/undefined) [@usc](/creator/undefined) [@uscmarshall](/creator/undefined) [@paul6545](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hecla Mining Company (HL)](/topic/$hl) [Groupo Simec, S.A.B de C.V. (SIM)](/topic/$sim) [Applied Digital Corp. (APLD)](/topic/$apld) [Intel Corporation (INTC)](/topic/$intc) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Bloom Energy Corporation (BE)](/topic/$be) [Nov Inc (NOV)](/topic/$nov) [Moderna Inc (MRNA)](/topic/$mrna) [Sandisk Corporation (SNDK)](/topic/$sndk) [Oklo Inc. (OKLO)](/topic/$oklo) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [TeraWulf Inc. (WULF)](/topic/$wulf) [DENTSPLY SIRONA Inc (XRAY)](/topic/$xray) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Anbio Biotechnology (NNNN)](/topic/$nnnn) [Sei (SEI)](/topic/$sei) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Iagon (IAG)](/topic/$iag) [Windoge98 (EXE)](/topic/$exe) [EQT, Corp. (EQT)](/topic/$eqt) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [Coherent Inc (COHR)](/topic/$cohr) [New Gold Inc. (NGD)](/topic/$ngd) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Fabrinet (FN)](/topic/$fn) [Rambus Inc (RMBS)](/topic/$rmbs) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Sanmina Corp (SANM)](/topic/$sanm) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [DisChain (DIS)](/topic/$dis) [Stacks (STX)](/topic/$stx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Vertex Protocol (VRTX)](/topic/$vrtx) [Almonty Industries Inc. Common Shares (ALM)](/topic/$alm) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [VF Corp (VFC)](/topic/$vfc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [McGraw Hill, Inc. (MH)](/topic/$mh) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [RXO, Inc. (RXO)](/topic/$rxo) [Brinker International, Inc. (EAT)](/topic/$eat) [AngloGold Ashanti Limited (AU)](/topic/$au) [Endeavour Silver Corp. (EXK)](/topic/$exk) [One Cash (ONC)](/topic/$onc) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [Alien Base (ALB)](/topic/$alb) [Cryptonex (CNX)](/topic/$cnx) [Murphy Oil Corp. (MUR)](/topic/$mur) [Valero Energy Corporation (VLO)](/topic/$vlo) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Partisia Blockchain (MPC)](/topic/$mpc) [Range Resources, Corp. (RRC)](/topic/$rrc) [APA Corp (US) (APA)](/topic/$apa) [Arweave (AR)](/topic/$ar) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Copiosa Coin (COP2)](/topic/$cop) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Oxygen (OXY)](/topic/$oxy) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [California Resources Corporation (CRC)](/topic/$crc) [DinoLFG (DINO)](/topic/$dino) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Phillips [--] (PSX)](/topic/$psx) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Diamondback Energy Inc (FANG)](/topic/$fang) [Exxon Mobil (XOM)](/topic/$xom) ### Top Social Posts Top posts by engagements in the last [--] hours "Where is money flowing today $MH $ONON $BBAI $BILL $CNTA $BTE $AMD $CWAN $ORLA $GSAT $RXO $FORTY $BGSI $LIVN $ENLT $IX $BIRK $EAT $REZI $HL $AU $AA $IHS $EXK $TSEM $OKLO $ONC $HTZ $AG $SLM $PPTA $HMY $DORM $DRD $BMA $CENX $ALC $GPI $PKX $CLF $ALB $IAG https://www.hedgefundtips.com/where-is-money-flowing-today-1394/ https://www.hedgefundtips.com/where-is-money-flowing-today-1394/" [X Link](https://x.com/HedgeFundTips/status/1988649839228289505) 2025-11-12T16:47Z 70.5K followers, [----] engagements "Exploration & Production Sector (XOP) Earnings Estimates/Revisions $XOP $CNX $EXE $EQT $MUR $VLO $GPOR $MPC $DINO $RRC $TPL $CTRA $PSX $PBF $FANG $APA $XOM $AR $DVN $CVX $VNOM $COP $PR $MGY $OXY $EOG $OVV $CHRD $CIVI $MTDR $CRC https://www.hedgefundtips.com/p=67337 https://www.hedgefundtips.com/p=67337" [X Link](https://x.com/HedgeFundTips/status/1990446507909149156) 2025-11-17T15:46Z 70.3K followers, [----] engagements "Where is money flowing today $FBYD $SIM $EXK $CLSK $BITF $AG $IE $IBRX $CRCL $TMC $AAUC $RIOT $CIFR $RGC $CMBT $INTC $COHR $CRDO $APLD $BE $PAAS $WULF $NVTS $STNE $NG $SKE $UPST $NGD $EOSE $OKLO $BBAI $CDE $KSPI $BMNR $ERO $HUT $FOUR $SBSW $IONQ $BLTE https://www.hedgefundtips.com/where-is-money-flowing-today-1405/ https://www.hedgefundtips.com/where-is-money-flowing-today-1405/" [X Link](https://x.com/HedgeFundTips/status/1994450546766368996) 2025-11-28T16:57Z 70.6K followers, [----] engagements "I just posted my latest #StockMarket note and commentary "'Holiday Carts and Auto Parts' Stock Market (and Sentiment Results)" You can find it here ππ $AAP $ETSY https://www.hedgefundtips.com/p=67994 https://www.hedgefundtips.com/p=67994" [X Link](https://x.com/HedgeFundTips/status/1999087490267787296) 2025-12-11T12:02Z 70.6K followers, [----] engagements "Indicator of the Day (video): Volatility Index - CBOE Crude Oil #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=31481 https://www.hedgefundtips.com/p=31481" [X Link](https://x.com/HedgeFundTips/status/2000230938240753976) 2025-12-14T15:46Z 70.6K followers, [----] engagements "Thanks to Garrett Collins and Peyton Jennings for having me on @FoxBusiness @Varneyco with @AshWebsterFBN this morning to discuss [----] #StockMarket #Outlook and new portfolio position Dentsply Sirona $XRAY. You can find it here:" [X Link](https://x.com/HedgeFundTips/status/2004577150540874046) 2025-12-26T15:36Z 70.5K followers, [----] engagements "Thanks to my good friend @LouBasenese for having me on his podcast The Big Skinny to discuss two of our favorite stocks for [----] $PYPL and $XRAY. You can find it here π" [X Link](https://x.com/HedgeFundTips/status/2008700636620116040) 2026-01-07T00:42Z 70.8K followers, [----] engagements "I just posted my latest #StockMarket note and commentary 'A Healthier Smile Ahead' Stock Market (and Sentiment Results)" You can find it here ππ $XRAY https://www.hedgefundtips.com/p=68810 https://www.hedgefundtips.com/p=68810" [X Link](https://x.com/HedgeFundTips/status/2008871933752815963) 2026-01-07T12:02Z 70.8K followers, [----] engagements "Thanks to the great Charles Payne @cpvayne and Nick Palazzo for having me on @FoxBusiness today to talk mid-term cycle outlook dividend payers $XRAY $NOV $GXO and a lot more. You can find it here π" [X Link](https://x.com/HedgeFundTips/status/2009739446795538565) 2026-01-09T21:29Z 70.8K followers, [----] engagements "Russell [----] (top weights) Earnings Estimates $IWM $BE $CRDO $KTOS $FN $IONQ $HL $SATS $AVAV $CDE $NXT $GH $BBIO $RMBS $SPXC $STRL $DY $TTMI $OKLO $ENSG $QBTS $AEIS $GTLS $MDGL $SANM $UMBF $APLD $UEC $CTRE $ARWR $RNA https://www.hedgefundtips.com/russell-2000-top-weights-earnings-estimates-11/ https://www.hedgefundtips.com/russell-2000-top-weights-earnings-estimates-11/" [X Link](https://x.com/HedgeFundTips/status/2013277458695410096) 2026-01-19T15:48Z 71.2K followers, [---] engagements "IBD [--] Growth Index (top [--] weights) Earnings Estimates $FFTY $CDE $IAG $MU $ANAB $FTAI $RKLB $MIRM $CLS $FIX $PACS $ORLA $APLD $KGC $AU $GFI $AXSM $DY $APH $STRL $RMBS $HL $WPM $ARMN $AEM $AUGO $EGO $TFPM $NVMI $GH $ALAB https://www.hedgefundtips.com/ibd-50-growth-index-top-30-weights-earnings-estimates-22/ https://www.hedgefundtips.com/ibd-50-growth-index-top-30-weights-earnings-estimates-22/" [X Link](https://x.com/HedgeFundTips/status/2015813990576734607) 2026-01-26T15:48Z 70.4K followers, [---] engagements "Basic Materials (XLB)- Earnings Estimates/Revisions $XLB $LIN $NEM $FCX $CRH $SHW $ECL $NUE $APD $CTVA $MLM $VMC $PPG $STLD $SW $IP $ALB $AMCR $PKG $DOW $IFF $DD $BALL $AVY $CF $LYB $MOS https://www.hedgefundtips.com/basic-materials-xlb-earnings-estimates-revisions-16/ https://www.hedgefundtips.com/basic-materials-xlb-earnings-estimates-revisions-16/" [X Link](https://x.com/HedgeFundTips/status/2015814064199397627) 2026-01-26T15:48Z 70.4K followers, [----] engagements "We're content buying simple pick and shovel companies. ($SWK) Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2016149196475400350) 2026-01-27T14:00Z 70.4K followers, [---] engagements "My initial thoughts on $BA Q4 earnings π Revenue: $23.95B (+57% YoY) beat consensus $22.58B. Highest quarterly revenue since [----]. Adj. EPS: $9.92 lifted by Digital Aviation Solutions deal (+$11.83/share impact). Backing that out adjusted EPS came in below consensus of adjusted loss of $0.39. The name of the game with the $BA turnaround is FCF. Adjusted FCF of $375M (vs. burn of $4.1B last year) topping expectations of $272M and marking second straight Q of positive FCF after [--] straight Q of cash burn. All eyes on [----] FCFshould see low single digits $2-3B range as $BA works back to l/t" [X Link](https://x.com/HedgeFundTips/status/2016190114636902484) 2026-01-27T16:42Z 70.7K followers, [----] engagements "A closer look at $NOV. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2016511580440044025) 2026-01-28T14:00Z 70.5K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=24333 https://www.hedgefundtips.com/p=24333" [X Link](https://x.com/HedgeFundTips/status/2016534924761649174) 2026-01-28T15:32Z 70.7K followers, [---] engagements "Insider Buying in Intel Corporation $INTC #InsiderBuying https://www.hedgefundtips.com/insider-buying-in-intel-corporation-intc-6/ https://www.hedgefundtips.com/insider-buying-in-intel-corporation-intc-6/" [X Link](https://x.com/HedgeFundTips/status/2016556780520681896) 2026-01-28T16:59Z 70.8K followers, [----] engagements "Where is money flowing today $LBRT $RCL $MOD $VIAV $LUV $TAL $NCLH $META $BKD $SIM $OLMA $CCL $CUK $BFH $VIRT $NNNN $LMT $CMCSA $TT $AMP $LAZ $IBM $DNLI $HON $AOS $MRNA $DAR $VIK $MRSH $T $VSEC $VLY $PTEN $BKV $RCI $EPR $ERIE $CVNA $EAT $AAON $ATAT https://www.hedgefundtips.com/where-is-money-flowing-today-1446/ https://www.hedgefundtips.com/where-is-money-flowing-today-1446/" [X Link](https://x.com/HedgeFundTips/status/2016906014163922946) 2026-01-29T16:07Z 70.4K followers, [----] engagements "My 328th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=_ptogvDmaoY https://www.youtube.com/watchv=_ptogvDmaoY" [X Link](https://x.com/HedgeFundTips/status/2017040009631555750) 2026-01-30T00:59Z 70.5K followers, [----] engagements "Thanks to the great Stuart Varney @varneyco and Maggie Edwards for having me on @FoxBusiness this morning to discuss #StockMarket #Outlook #TheFed #Rotation and more. You can find it hereπ" [X Link](https://x.com/HedgeFundTips/status/2017267238126948441) 2026-01-30T16:02Z 70.5K followers, [----] engagements "Where is money flowing today $RHI $DECK $SNDK $AAOI $LBRDK $UNIT $CHTR $VZ $LITE $MOD $USAR $BEPC $SIMO $CACC $BEP $MOG.A $TSLA $TTMI $ADMA $APD $PLXS $YSS $GME $BBWI $ANDG $AX $CRK $SEI $SYK $TMUS $CHD $EXE $MTX $COHR $CL $SITM $RSI $FN $GEV $NOK $EQT https://www.hedgefundtips.com/where-is-money-flowing-today-1447/ https://www.hedgefundtips.com/where-is-money-flowing-today-1447/" [X Link](https://x.com/HedgeFundTips/status/2017269279482122616) 2026-01-30T16:10Z 70.7K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=6286 https://www.hedgefundtips.com/p=6286" [X Link](https://x.com/HedgeFundTips/status/2017621683377406400) 2026-01-31T15:31Z 70.5K followers, [----] engagements "Indicator of the Day (video): DJIA High-Low Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=31720 https://www.hedgefundtips.com/p=31720" [X Link](https://x.com/HedgeFundTips/status/2017625747121144131) 2026-01-31T15:47Z 70.4K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=29176 https://www.hedgefundtips.com/p=29176" [X Link](https://x.com/HedgeFundTips/status/2017984209952891116) 2026-02-01T15:31Z 70.5K followers, [----] engagements "Quote of the Day #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=63305 https://www.hedgefundtips.com/p=63305" [X Link](https://x.com/HedgeFundTips/status/2018346840198980002) 2026-02-02T15:32Z 70.5K followers, [---] engagements "My initial thoughts on $DIS Q1 earnings π Revenue: $25.98B (+5% Y/Y) beat consensus $25.74B Adj. EPS: $1.63 (-7% Y/Y from $1.76) beat consensus $1.57 Streaming (Disney+ and Hulu): Revenue $5.3B (+11% Y/Y). Operating income $450M (+72% Y/Y 8.4% margins) well above street and prior guidance of $375M. Q2 OI guided to $500M (+$200M Y/Y). On track for full-year 10% SVOD margins (vs 5.4% in FY2025). Streaming continues to take the baton from Linear Networks as Disneys next growth engine. Experiences: Record quarterly revenue $10B (+6% Y/Y) and record operating income $3.3B (+6% Y/Y) ahead of" [X Link](https://x.com/HedgeFundTips/status/2018374162041954582) 2026-02-02T17:21Z 70.3K followers, [----] engagements "Opinion follows trend opinion follows trend opinion follows trend. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2018685915548520918) 2026-02-03T14:00Z 71K followers, [----] engagements "Thanks to Justin Oliver @BrianSozzi and @BrookeDiPalma for having me on @YahooFinance just now to discuss PayPal @EnriqueJLores @acce $PYPL $DIS $PLTR $INTC $BABA and more. You can find it here πππ" [X Link](https://x.com/HedgeFundTips/status/2018707436320833677) 2026-02-03T15:25Z 70.8K followers, [----] engagements "Quote of the day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=30275 https://www.hedgefundtips.com/p=30275" [X Link](https://x.com/HedgeFundTips/status/2018709251410030676) 2026-02-03T15:32Z 70.5K followers, [----] engagements "Be in the know. [--] key reads for Wednesday #StockMarket https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-wednesday-4/ https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-wednesday-4/" [X Link](https://x.com/HedgeFundTips/status/2019034241376428313) 2026-02-04T13:04Z 70.7K followers, [---] engagements "Making a comparison between $PYPL's CEO situation and $INTC. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2019044520265216230) 2026-02-04T13:45Z 70.7K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=24906 https://www.hedgefundtips.com/p=24906" [X Link](https://x.com/HedgeFundTips/status/2019071532459344055) 2026-02-04T15:32Z 70.5K followers, [---] engagements "Indicator of the Day (video): NYSE New [--] Week Highs #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=7428 https://www.hedgefundtips.com/p=7428" [X Link](https://x.com/HedgeFundTips/status/2019075207227494730) 2026-02-04T15:46Z 70.6K followers, [---] engagements "My 329th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=8ukG__r8IIc https://www.youtube.com/watchv=8ukG__r8IIc" [X Link](https://x.com/HedgeFundTips/status/2019129403276759201) 2026-02-04T19:22Z 70.3K followers, [----] engagements "My 329th #podcast is out. This week's general #StockMarket Commentary and items of note. You can listen here π https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-329/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-329/" [X Link](https://x.com/HedgeFundTips/status/2019132539034825119) 2026-02-04T19:34Z 71K followers, [---] engagements "Be in the know. [--] key reads for Thursday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-thursday-5/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-thursday-5/" [X Link](https://x.com/HedgeFundTips/status/2019398243075952711) 2026-02-05T13:10Z 70.7K followers, [----] engagements "Is there still value in $PYPL Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2019410815804404134) 2026-02-05T14:00Z 70.7K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=29209 https://www.hedgefundtips.com/p=29209" [X Link](https://x.com/HedgeFundTips/status/2019433962548888033) 2026-02-05T15:32Z 70.5K followers, [---] engagements "Where is money flowing today $SITM $MCK $FORM $ENSG $SIRI $OCUL $XPO $CPAY $TENB $RRX $ALGN $CAH $ITT $IDCC $COR $HSY $KGS $TW $HIMS $KLIC $OSW $CBZ $PLMR $WVE $CENTA $MKL $TPR $AFL $CLS $NIO $NHC $MNSO $PTEN $GFF $PACS $ADNT $STC $ICE $JKHY $LEGN $ALL https://www.hedgefundtips.com/where-is-money-flowing-today-1451/ https://www.hedgefundtips.com/where-is-money-flowing-today-1451/" [X Link](https://x.com/HedgeFundTips/status/2019436697897893919) 2026-02-05T15:43Z 70.4K followers, [----] engagements "Indicator of the Day (video): Volatility index - CBOE S&P [---] 9-Day #MarketIndicator #StockMarket #Trading https://www.hedgefundtips.com/p=57445 https://www.hedgefundtips.com/p=57445" [X Link](https://x.com/HedgeFundTips/status/2019437339064336496) 2026-02-05T15:45Z 70.6K followers, [----] engagements "Do we still think there is potential in $PYPL Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2019773081829683329) 2026-02-06T14:00Z 70.7K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #StockMarket #WarrenBuffett https://www.hedgefundtips.com/p=4149 https://www.hedgefundtips.com/p=4149" [X Link](https://x.com/HedgeFundTips/status/2019796332563636269) 2026-02-06T15:32Z 70.4K followers, [---] engagements "Indicator of the Day (video): S&P [---] Stocks Above the [--] Day MA #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=33590 https://www.hedgefundtips.com/p=33590" [X Link](https://x.com/HedgeFundTips/status/2019799878738612587) 2026-02-06T15:46Z 70.5K followers, [---] engagements "Fun time on [--] at @WasteManagement Phoenix Open" [X Link](https://x.com/HedgeFundTips/status/2019925708559249839) 2026-02-07T00:06Z 70.7K followers, [----] engagements "Be in the know. [--] key reads for Saturday #StockMarket https://www.hedgefundtips.com/be-in-the-know-15-key-reads-for-saturday-71/ https://www.hedgefundtips.com/be-in-the-know-15-key-reads-for-saturday-71/" [X Link](https://x.com/HedgeFundTips/status/2020131971238691087) 2026-02-07T13:46Z 70.5K followers, [----] engagements "Quote of the day. #Quote #QuoteOfTheDay #StockMarket https://www.hedgefundtips.com/p=486 https://www.hedgefundtips.com/p=486" [X Link](https://x.com/HedgeFundTips/status/2020158822216540423) 2026-02-07T15:32Z 70.5K followers, [----] engagements "Indicator of the Day (video): Nasdaq High Low Ratio #MarketIndicator #Nasdaq #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=6563 https://www.hedgefundtips.com/p=6563" [X Link](https://x.com/HedgeFundTips/status/2020162025091895345) 2026-02-07T15:45Z 70.5K followers, [----] engagements "Be in the know. [--] key reads for Super Bowl Sunday #StockMarket https://www.hedgefundtips.com/be-in-the-know-11-key-reads-for-super-bowl-sunday/ https://www.hedgefundtips.com/be-in-the-know-11-key-reads-for-super-bowl-sunday/" [X Link](https://x.com/HedgeFundTips/status/2020488322796159179) 2026-02-08T13:22Z 70.5K followers, [----] engagements "What's the history of $PYPL's new CEO Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2020497853316305170) 2026-02-08T14:00Z 70.5K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=24588 https://www.hedgefundtips.com/p=24588" [X Link](https://x.com/HedgeFundTips/status/2020520893001150838) 2026-02-08T15:31Z 70.5K followers, [---] engagements "I look forward to joining the great Stuart Varney on @FoxBusiness at 9am ET to talk #StockMarket #Economy #Picks and more. Tune in if you are free" [X Link](https://x.com/HedgeFundTips/status/2020614851769577648) 2026-02-08T21:44Z 70.3K followers, [----] engagements "Be in the know. [--] key reads for Monday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-monday-9/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-monday-9/" [X Link](https://x.com/HedgeFundTips/status/2020842436658917568) 2026-02-09T12:49Z 70.3K followers, [---] engagements "Noticing some similarities between $PYPL's situation and $BABA. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2020860234357735540) 2026-02-09T14:00Z 70.4K followers, [----] engagements "Thanks to Maggie Edwards for having me on @FoxBusiness this morning with @AshWebsterFBN to discuss #StockMarket #Economy and more. You can find it here πππ" [X Link](https://x.com/HedgeFundTips/status/2020867583377883468) 2026-02-09T14:29Z 70.4K followers, [----] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=30123 https://www.hedgefundtips.com/p=30123" [X Link](https://x.com/HedgeFundTips/status/2020883519128429036) 2026-02-09T15:32Z 70.4K followers, [---] engagements "What happens to stocks priced for perfection when they're slightly off Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2021222630771101727) 2026-02-10T14:00Z 70.1K followers, [----] engagements "Oil & Gas Equipment & Services Earnings Estimates and Revisions $XES $FTI $AROC $HAL $SLB $KGS $PTEN $WFRD $NOV $RIG $HP $BKR $LBRT $WHD $SEI $NE $TDW $VAL $SDRL $OII $TTI $XPRO $NBR $WTTR $PUMP $AESI $HLX $CLB $RES $VTOL $INVX https://www.hedgefundtips.com/oil-gas-equipment-services-earnings-estimates-and-revisions-12/ https://www.hedgefundtips.com/oil-gas-equipment-services-earnings-estimates-and-revisions-12/" [X Link](https://x.com/HedgeFundTips/status/2008204707177587156) 2026-01-05T15:51Z 70.3K followers, [---] engagements "What are some catalysts for $NOV Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2012522545061167208) 2026-01-17T13:49Z 70.2K followers, [----] engagements "I just posted my latest #StockMarket note and commentary 'The Toll Takers of AI' Stock Market (and Sentiment Results)" You can find it here ππ $CRK $NOV https://www.hedgefundtips.com/p=69268 https://www.hedgefundtips.com/p=69268" [X Link](https://x.com/HedgeFundTips/status/2014307420948816135) 2026-01-22T12:01Z 70.3K followers, [----] engagements "Be in the know. [--] key reads for Sunday #StockMarket https://www.hedgefundtips.com/be-in-the-know-14-key-reads-for-sunday-7/ https://www.hedgefundtips.com/be-in-the-know-14-key-reads-for-sunday-7/" [X Link](https://x.com/HedgeFundTips/status/2017950690400714803) 2026-02-01T13:18Z 70.2K followers, [----] engagements "Where is money flowing today $TWST $TCGL $SNDK $RGC $LITE $AAOI $SMTC $ALMS $UWMC $SLNO $USAR $SIM $RMBS $MTSI $COHR $ESTA $DOCN $PI $SAIA $IE $IDYA $XPO $TTMI $CALX $CORT $GME $VIAV $CIEN $RKT $SANM $CCL $CNXC $KALU $ARCB $STX $CUK $LASR $GLW $MAZE https://www.hedgefundtips.com/where-is-money-flowing-today-1448/ https://www.hedgefundtips.com/where-is-money-flowing-today-1448/" [X Link](https://x.com/HedgeFundTips/status/2018352177903808679) 2026-02-02T15:53Z 70.1K followers, [----] engagements "Biotech Earnings Estimates/Revisions $IBB $GILD $VRTX $AMGN $REGN $ALNY $ARGX $INSM $NTRA $BIIB $ONC $ILMN $UTHR $INCY $GMAB $RVMD $MRNA $NBIX $MEDP $IONS $BBIO $EXEL $BMRN $ASND $CRL $MDGL $RNA $TECH $ROIV $ARWR $HALO https://www.hedgefundtips.com/biotech-earnings-estimates-revisions-13/ https://www.hedgefundtips.com/biotech-earnings-estimates-revisions-13/" [X Link](https://x.com/HedgeFundTips/status/2018390826590540063) 2026-02-02T18:27Z 70.2K followers, [----] engagements "(Equal Weight) Biotech Earnings Estimates/Revisions $XBI $MRNA $MIRM $RVMD $PCVX $FOLD $PRAX $ALKS $GILD $KRYS $HALO $AMGN $CELC $ROIV $BBIO $VRTX $BMRN $INCY $IONS $CYTK $GRAL $REGN $PTCT $RNA $BIIB $EXAS $EXEL $ARWR $NTRA $ABBV $SRRK https://www.hedgefundtips.com/equal-weight-biotech-earnings-estimates-revisions-17/ https://www.hedgefundtips.com/equal-weight-biotech-earnings-estimates-revisions-17/" [X Link](https://x.com/HedgeFundTips/status/2018392151369855049) 2026-02-02T18:32Z 70.2K followers, [----] engagements "Where is money flowing today $DVA $NNNN $USAR $WWD $UUUU $RKT $WULF $TGB $BLDR $PSLV $TER $SCCO $ALM $AES $IE $ASTS $BALL $RH $DNN $IBP $UEC $WLK $TECK $BE $MP $CLSK $HYMC $IPGP $OPEN $LPX $HBM $CLF $FND $AG $CEF $BVN $HL $HUN $DOW $WHR $MTH $CRS $CC https://www.hedgefundtips.com/where-is-money-flowing-today-1449/ https://www.hedgefundtips.com/where-is-money-flowing-today-1449/" [X Link](https://x.com/HedgeFundTips/status/2018713930898485680) 2026-02-03T15:51Z 70.1K followers, [----] engagements "$PYPL https://finance.yahoo.com/news/paypal-bulls-set-to-win-big-as-spooked-investors-puke-in-the-hole-analyst-181841351.html https://finance.yahoo.com/news/paypal-bulls-set-to-win-big-as-spooked-investors-puke-in-the-hole-analyst-181841351.html" [X Link](https://x.com/HedgeFundTips/status/2018752892153557141) 2026-02-03T18:26Z 70.2K followers, [----] engagements "Where is money flowing today $SLAB $ENPH $POWL $SEDG $REYN $COLM $KMT $MGM $LEA $SMCI $CBT $CRUS $ZWS $CE $FTV $LLY $ACT $VVV $RUN $GPK $OLN $ATS $CSL $COTY $HRI $HPQ $SYNA $GSK $JCI $SLGN $KWR $DXC $RXO $ASH $SKY $WEX $CDW $CZR $IP $GEHC $WLK $LITE https://www.hedgefundtips.com/where-is-money-flowing-today-1450/ https://www.hedgefundtips.com/where-is-money-flowing-today-1450/" [X Link](https://x.com/HedgeFundTips/status/2019076960098353481) 2026-02-04T15:53Z 70.2K followers, [----] engagements "My initial thoughts on $SWK Q4 earnings π Revenue: $3.7 billion (-1% Y/Y reported; -3% organic) slightly below consensus estimates of $3.78B. Full-year net sales $15.1 billion (-2% Y/Y; -1% organic). Adjusted EPS: $1.41 (-5% Y/Y) but well ahead of consensus $1.28. Full-year adjusted EPS $4.67 (+7% Y/Y) ahead of prior guidance and consensus $4.55. Adjusted Gross Margins: The most important metric in the SWK turnaround Q4 hit 33.3% (+210 bps Y/Y); full-year 30.7% (+70 bps Y/Y). Management reiterated path to 35%+ exit rate by Q4 [----] (last achieved full-year 35% in [----] at 35.2% with EPS $8.15" [X Link](https://x.com/HedgeFundTips/status/2019135162823373178) 2026-02-04T19:45Z 70.1K followers, [----] engagements "Where is money flowing today $VAL $LUNR $WULF $APP $NXST $CIFR $QS $USAS $PWP $SIM $APLD $RBLX $STM $BLSH $UI $U $XMTR $BOBS $TGNA $CRDO $ORCL $BE $GLW $EMAT $PSLV $ORLA $ALAB $IAG $ASX $RUM $VRNS $MBIN $AGI $WGS $IESC $CIEN $ONDS $CRWV $CDE $NGD $AG https://www.hedgefundtips.com/where-is-money-flowing-today-1453/ https://www.hedgefundtips.com/where-is-money-flowing-today-1453/" [X Link](https://x.com/HedgeFundTips/status/2020890555828334705) 2026-02-09T16:00Z 70.1K followers, [---] engagements "My initial thoughts on $EL Q2 earnings π Revenue: $4.23B (+5.6% Y/Y) slightly ahead of consensus $4.22B. Organic accelerated to +3.8% (vs -6% decline last year). YTD organic now at +3.3% putting EL on track for its first year of positive organic growth in [--] years (prior: -8% FY25 -1.7% FY24 -6% FY23) with full-year guide at +1-3%. Adjusted EPS: $0.89 (+43% Y/Y) vs. street consensus $0.83. Margins: Adjusted gross margin +40 bps Y/Y to 76.5% on PRGP benefits. All-important adjusted operating margin +290 bps Y/Y to 14.4% set to expand for the first time in [--] years as EL restores to the" [X Link](https://x.com/HedgeFundTips/status/2021015259503280609) 2026-02-10T00:16Z 70.1K followers, [----] engagements "Be in the know. [--] key reads for Tuesday #StockMarket https://www.hedgefundtips.com/be-in-the-know-17-key-reads-for-tuesday-10/ https://www.hedgefundtips.com/be-in-the-know-17-key-reads-for-tuesday-10/" [X Link](https://x.com/HedgeFundTips/status/2021208051328385400) 2026-02-10T13:02Z 70.4K followers, [---] engagements "Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=4847 https://www.hedgefundtips.com/p=4847" [X Link](https://x.com/HedgeFundTips/status/2021245887125569808) 2026-02-10T15:32Z 70.4K followers, [---] engagements "Indicator of the Day (video): NYSE Velocity Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=5764 https://www.hedgefundtips.com/p=5764" [X Link](https://x.com/HedgeFundTips/status/2021249415420281150) 2026-02-10T15:46Z 70.4K followers, [---] engagements "My initial thoughts on $GXO Q4 earnings π Revenue: $3.51B (+7.9% Y/Y) beating consensus $3.48B and marking a fresh record high. Brings FY25 revenue to $13.18B (+12.5% Y/Y) with FX providing a [---] bps tailwind (key factor of the multinational and weaker dollar thesis with 75% sales outside the US). Organic Growth: +3.5% in Q4 bringing full-year to +3.9% (within guidance range of 3.5%6.5%). Acceleration from FY24's +2.5% and the highest in over [--] years. New Business Wins: Signed $1.1B in total annualized contract wins during FY25 marking the third straight year of $1B+ wins. Incremental 2026" [X Link](https://x.com/HedgeFundTips/status/2021388566136299664) 2026-02-11T00:59Z 70.2K followers, [----] engagements "Comparing Palantir ($PLTR) to Amazon in the 2000's. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2021585016405598237) 2026-02-11T14:00Z 70.3K followers, [----] engagements "Indicator of the Day (video): Industrials New High New Low % #Industrials #MarketIndicator #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=56262 https://www.hedgefundtips.com/p=56262" [X Link](https://x.com/HedgeFundTips/status/2021611729239564741) 2026-02-11T15:46Z 70.3K followers, [---] engagements "My initial thoughts on $GNRC Q4 earnings π Revenue: $1.09B (-11.6% Y/Y) missing consensus $1.16B. Brings FY25 net sales to $4.21B (-2.0% Y/Y). Adjusted EPS: $1.61 per share missing analyst consensus $1.77. Brings FY25 adjusted EPS to $6.34 down from $7.27 in FY24. Adjusted EBITDA: $185M (17.0% margins) compared to $265M (21.5% margins) last year. Brings FY25 adjusted EBITDA to $716M (17.0% margins) compared to $789M (18.4% margins) last year. Residential Product Sales: $572M (-23% Y/Y) bringing FY25 sales to $2.27B (-7% Y/Y). Weakness driven by lower power outage activity (lowest 2H power" [X Link](https://x.com/HedgeFundTips/status/2021662395739918345) 2026-02-11T19:07Z 70.3K followers, [----] engagements "Where is money flowing today $TPH $RIVN $SEI $MGA $COIN $CART $HYMC $ICLR $TXG $PSIX $FSLY $CRSP $AMAT $CLMT $MRNA $NP $HASI $FRMI $DXCM $CLSK $EMAT $SYRE $HUBS $HL $NBIS $RIOT $ANDG $AAPG $ALM $HUT $MSTR $IBRX $SBSW $NTSK $RELX $PCOR $HOOD $NAVN $VRTX https://www.hedgefundtips.com/where-is-money-flowing-today-1457/ https://www.hedgefundtips.com/where-is-money-flowing-today-1457/" [X Link](https://x.com/HedgeFundTips/status/2022345670992986252) 2026-02-13T16:22Z 70.3K followers, [---] engagements "Be in the know. [--] key reads for Saturday #StockMarket https://www.hedgefundtips.com/be-in-the-know-13-key-reads-for-saturday-4/ https://www.hedgefundtips.com/be-in-the-know-13-key-reads-for-saturday-4/" [X Link](https://x.com/HedgeFundTips/status/2022653306187747763) 2026-02-14T12:45Z 70.3K followers, [---] engagements "Exploration & Production Sector (XOP) Earnings Estimates/Revisions $XOP $VG $XOM $TPL $CVX $MGY $DINO $CRC $VLO $DVN $CTRA $PR $OVV $COP $OXY $PSX $PBF $MPC $VNOM $APA $FANG $MTDR $GPOR $EOG $CHRD $EQT $CNX $RRC $MUR $EXE $AR https://www.hedgefundtips.com/exploration-production-sector-xop-earnings-estimates-revisions-23/ https://www.hedgefundtips.com/exploration-production-sector-xop-earnings-estimates-revisions-23/" [X Link](https://x.com/HedgeFundTips/status/2020888487356928163) 2026-02-09T15:52Z 70.3K followers, [---] engagements "Industrials (top [--] weights) Earnings Estimates/Revisions $XLI $CAT $GE $RTX $GEV $BA $UBER $HON $UNP $DE $ETN $LMT $PH $TT $NOC $ADP $MMM $GD $HWM $EMR $UPS $JCI $WM $FDX $CMI $ITW $PWR $CSX $TDG $NSC $CTAS https://www.hedgefundtips.com/industrials-top-30-weights-earnings-estimates-revisions-24/ https://www.hedgefundtips.com/industrials-top-30-weights-earnings-estimates-revisions-24/" [X Link](https://x.com/HedgeFundTips/status/2020888564691620135) 2026-02-09T15:52Z 70.3K followers, [---] engagements "Is the consumer building confidence Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2022666385696899113) 2026-02-14T13:37Z 70.3K followers, [---] engagements "I just posted my latest #StockMarket note and commentary 'High-End Healing' Stock Market (and Sentiment Results)" You can find it here ππ $EL $GOOS https://www.hedgefundtips.com/p=69925 https://www.hedgefundtips.com/p=69925" [X Link](https://x.com/HedgeFundTips/status/2021917740664037735) 2026-02-12T12:02Z 70.3K followers, [----] engagements "Indicator of the Day (video): Volatility index - CBOE Nasdaq [---] #MarketIndicator #StockMarket #Trading https://www.hedgefundtips.com/p=58144 https://www.hedgefundtips.com/p=58144" [X Link](https://x.com/HedgeFundTips/status/2022336446569361543) 2026-02-13T15:45Z 70.3K followers, [---] engagements "Quote of the Day. #QuoteOfTheDay #StockMarket #ValueInvestor https://www.hedgefundtips.com/p=5016 https://www.hedgefundtips.com/p=5016" [X Link](https://x.com/HedgeFundTips/status/2022695228453298321) 2026-02-14T15:31Z 70.3K followers, [---] engagements "I just posted my latest #StockMarket note and commentary 'Dont Let the Gloom Fool You' Stock Market (and Sentiment Results)" You can find it here ππ $VFC $GOOS https://www.hedgefundtips.com/p=67369 https://www.hedgefundtips.com/p=67369" [X Link](https://x.com/HedgeFundTips/status/1991477050582999423) 2025-11-20T12:01Z 70.2K followers, [----] engagements "I just posted my latest #StockMarket note and commentary 'When Boring Wins' Stock Market (and Sentiment Results)" You can find it here ππ $HRL $DEO https://www.hedgefundtips.com/p=68929 https://www.hedgefundtips.com/p=68929" [X Link](https://x.com/HedgeFundTips/status/2011771029396369524) 2026-01-15T12:02Z 70.1K followers, [----] engagements "My initial thoughts on $VFC Q3 earnings π Revenue: $2.88B (+4% Y/Y / +2% C$) beat consensus $2.75B. 75% of the business is back to growth with the Americas turning the corner and posting its strongest performance in 3+ years. Adj. EPS: $0.58 (-4.9% Y/Y) beat consensus $0.45. Margins: Adj. gross margin of 57% (+10 bps Y/Y) tracking to finish the year at 54.5% or better. Closing in on the 55% l/t target which looks like a layup with room for upside surprise. Adj. operating margin of 12.1% (+30 bps Y/Y) tracking 6.5% for the full year and on track toward the l/t target of 10%+. Every" [X Link](https://x.com/HedgeFundTips/status/2016554499502989550) 2026-01-28T16:50Z 70.1K followers, [----] engagements "I just posted my latest #StockMarket note and commentary 'Facts Over Feelings' Stock Market (and Sentiment Results)" You can find it here ππ $PYPL $VFC https://www.hedgefundtips.com/p=69713 https://www.hedgefundtips.com/p=69713" [X Link](https://x.com/HedgeFundTips/status/2019018988290973859) 2026-02-04T12:03Z 70.3K followers, [----] engagements "Where is money flowing today $APLD $MSTR $LUMN $GLXY $BILL $ROIV $WULF $RIOT $DAVE $CLSK $MARA $QUBT $CIFR $CRWV $BTDR $NVST $QBTS $ALAB $HOOD $BMNR $EXPO $SEI $HUT $CRCL $FN $UAA $LUNR $PAHC $SOUN $SMR $EHC $CDE $UA $NGD $NBIS $XXI $RGA $IESC $TMC https://www.hedgefundtips.com/where-is-money-flowing-today-1452/ https://www.hedgefundtips.com/where-is-money-flowing-today-1452/" [X Link](https://x.com/HedgeFundTips/status/2019803912442712521) 2026-02-06T16:02Z 70.4K followers, [----] engagements "Just spoke to a bunch of wonderful students at @USC @USCMarshall School of Business about #stockmarket #investing #investmentmanagement #life. The future is bright" [X Link](https://x.com/HedgeFundTips/status/2021734565103239244) 2026-02-11T23:54Z 70.2K followers, [----] engagements "My initial thoughts on $CCI Q4 earnings π Headline Numbers: Q4 site rental revenue $1.02B; full-year $4.049B (+$19M from midpoint of prior guide). Adjusted EBITDA Q4 $781M full-year $2.863B (+$28M from midpoint). AFFO Q4 $489M or $1.12/share full-year $1.904B or $4.36/share (+$34M from midpoint). Fiber Sale: $8.5B sale remains on track to close in 1H [----] waiting on only a handful of state and federal approvals. Proceeds to pay down $7B debt (reduces interest expense $120M annually and leverage to target 6-6.5x) and $1B allocated to stock buybacks. Cost Savings & Workforce Reduction:" [X Link](https://x.com/HedgeFundTips/status/2021016289947373906) 2026-02-10T00:20Z 70.3K followers, [----] engagements "Where is money flowing today $GCMG $SPOT $UNF $DDOG $UCTT $PHG $CRDO $RACE $MAS $KD $XIFR $MAR $FIG $SHOP $HAS $NNNN $DGX $OSCR $RNG $INSP $RDDT $FMC $SIM $MMYT $ENTG $MDB $MESO $NAVN $INTA $MRNA $ATEC $ESTC $BRZE $S $AFRM $MBLY $KT $KVYO $UPST $NCLH https://www.hedgefundtips.com/where-is-money-flowing-today-1454/ https://www.hedgefundtips.com/where-is-money-flowing-today-1454/" [X Link](https://x.com/HedgeFundTips/status/2021249494826823859) 2026-02-10T15:46Z 70.4K followers, [---] engagements "Where is money flowing today $DIOD $TDC $VRT $BWA $GNRC $LSCC $BETA $AEIS $SOLS $SW $QXO $GFS $THC $TEX $ACMR $NET $SUZ $KC $SNDK $NNNN $GXO $TIMB $SITE $JHX $AKO.A $AGX $VNET $R $HNGE $MU $KSS $CC $OSCR $WCC $PAG $KD $AAPG $RIG $FIX $GILD $AIG $KYIV https://www.hedgefundtips.com/where-is-money-flowing-today-1455/ https://www.hedgefundtips.com/where-is-money-flowing-today-1455/" [X Link](https://x.com/HedgeFundTips/status/2021618668120027431) 2026-02-11T16:13Z 70.3K followers, [----] engagements "Be in the know. [--] key reads for Thursday #StockMarket https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-thursday-4/ https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-thursday-4/" [X Link](https://x.com/anyuser/status/2021936367215755685) 2026-02-12T13:16Z 70.3K followers, [----] engagements "Where is money flowing today $LRN $STX $NXT $INTC $FFIV $WDC $ALM $LFUS $AVT $TXN $VSAT $WIX $GKOS $PLUG $SANM $MCHP $LUNR $BE $SNDK $FIGR $MPWR $PFS $ELV $UUUU $CRCL $NXPI $APLS $NVTS $OKLO $EDU $POWI $HMY $T $PPG $ON $WERN $RBLX $FLNC $FSLR $GFI $EOSE https://www.hedgefundtips.com/where-is-money-flowing-today-1445/ https://www.hedgefundtips.com/where-is-money-flowing-today-1445/" [X Link](https://x.com/HedgeFundTips/status/2016540409804050507) 2026-01-28T15:54Z 70.3K followers, [---] engagements "Our opinion on the new $DIS CEO. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2020135206686961876) 2026-02-07T13:59Z 70.3K followers, [----] engagements "Munger show me the incentives and Ill show you the outcome. π $PYPL AMAZING NEWS FOR $PYPL BULLS This is the new CEO pay package $20M RSUs $33M equity in [----] (RSUs + PSUs) $11M RSUs in [----] $25M one-time PSUs up to 250% ($62.5M max) PayPal's new CEO qualifies for $126M if PayPal just hits $125 by [----]. https://t.co/jK0VH3XEXs AMAZING NEWS FOR $PYPL BULLS This is the new CEO pay package $20M RSUs $33M equity in [----] (RSUs + PSUs) $11M RSUs in [----] $25M one-time PSUs up to 250% ($62.5M max) PayPal's new CEO qualifies for $126M if PayPal just hits $125 by [----]. https://t.co/jK0VH3XEXs" [X Link](https://x.com/HedgeFundTips/status/2021611426255683868) 2026-02-11T15:44Z 70.3K followers, 26.2K engagements "We make our decisions based on math and fundamentals not luck. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2021947408750719315) 2026-02-12T14:00Z 70.3K followers, [----] engagements "Quote of the Day. #QuoteOfTheDay #StockMarket https://www.hedgefundtips.com/p=2414 https://www.hedgefundtips.com/p=2414" [X Link](https://x.com/HedgeFundTips/status/2021970589200601584) 2026-02-12T15:32Z 70.3K followers, [----] engagements "Indicator of the Day (video): PMO buy ALL #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=5367 https://www.hedgefundtips.com/p=5367" [X Link](https://x.com/HedgeFundTips/status/2021973967267926265) 2026-02-12T15:45Z 70.3K followers, [---] engagements "Where is money flowing today $FSLY $CGNX $MH $SPHR $ZBRA $CROX $IPGP $IRDM $VNT $VKTX $BDC $SOLS $EQIX $STX $AKAM $MSI $TRN $CW $HWM $PEGA $HUBS $IRM $MTRN $AVNT $SNDK $WDC $BBIO $BGC $USFD $IFF $STRL $LNC $PSIX $CHEF $OSCR $WTS $EXC $SSL $PLBL $PI $KC https://www.hedgefundtips.com/where-is-money-flowing-today-1456/ https://www.hedgefundtips.com/where-is-money-flowing-today-1456/" [X Link](https://x.com/HedgeFundTips/status/2021975144369914320) 2026-02-12T15:50Z 70.3K followers, [---] engagements "My initial thoughts on $BAX Q4 earnings π Revenue: $2.97B (+8% reported and +3% operational) beating consensus $2.83B and prior guidance of $2.8B (+2% reported and -2% operational). Brings FY25 to $11.24B (+6% reported and +3% operational). Adjusted EPS: $0.44 (-24% Y/Y) missing consensus $0.52 and prior guidance $0.52 to $0.57. Brings FY25 EPS to $2.27 (+20% Y/Y). Adjusted Operating Margins: 11.8% (-340 bps) bringing FY25 to 14.1% (+20 bps). Weakness driven by unfavorable mix and nonrecurring items with gross margins down [---] bps in Q4. Management expects FY26 operating margin of 13-14%" [X Link](https://x.com/HedgeFundTips/status/2022116252152471663) 2026-02-13T01:10Z 70.3K followers, [----] engagements "My initial thoughts on $CPS Q4 earnings π Revenue: $672.4M (+1.8% Y/Y) bringing FY25 to $2.74B (+0.4%). Ahead of prior guidance range of $2.68B to $2.72B. Adjusted EBITDA: $34.9M (5.2% margins) bringing FY25 to $209.7M (7.6% margins +100 bps Y/Y). Delivered at the high end of prior guidance of $200M to $210M. New Business Awards: Won $69.5M of new awards in Q4 bringing FY25 to $297.9M (vs $181.4M in FY24 +65% Y/Y). 74% of total new awards during FY25 were related to battery electric and full-hybrid programs (compared to 58% in FY24). EV platforms deliver +20% CPV lift. Hybrids are the sweet" [X Link](https://x.com/HedgeFundTips/status/2022118100850634857) 2026-02-13T01:18Z 70.3K followers, [----] engagements "Hedge Fund Tips with Tom Hayes VideoCast Episode [---] #StockMarket https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-videocast-episode-330/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-videocast-episode-330/" [X Link](https://x.com/HedgeFundTips/status/2022120116205297874) 2026-02-13T01:26Z 70.3K followers, [---] engagements "My 330th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=QvBrryFHB4c https://www.youtube.com/watchv=QvBrryFHB4c" [X Link](https://x.com/HedgeFundTips/status/2022120620222558358) 2026-02-13T01:28Z 70.1K followers, [----] engagements "My 330th #podcast is out. This week's general #StockMarket Commentary and items of note. You can listen here π https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-330/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-330/" [X Link](https://x.com/HedgeFundTips/status/2022123289263714658) 2026-02-13T01:38Z 70.3K followers, [---] engagements "Be in the know. [--] key reads for Friday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-friday-7/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-friday-7/" [X Link](https://x.com/HedgeFundTips/status/2022297531359584579) 2026-02-13T13:11Z 70.3K followers, [---] engagements "Key takeaways from consumer sentiment and inflation expectations. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com" [X Link](https://x.com/HedgeFundTips/status/2022304752554430873) 2026-02-13T13:40Z 70.3K followers, [---] engagements "Quote of the Day. #Quote #QuoteOfTheDay #StockMarket #ValueInvestor https://www.hedgefundtips.com/p=5793 https://www.hedgefundtips.com/p=5793" [X Link](https://x.com/HedgeFundTips/status/2022333192984756568) 2026-02-13T15:33Z 70.3K followers, [---] engagements "Indicator of the Day (video): Nasdaq - Cohen High Low Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=7145 https://www.hedgefundtips.com/p=7145" [X Link](https://x.com/HedgeFundTips/status/2022698746044182819) 2026-02-14T15:45Z 70.3K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HedgeFundTips Thomas J. HayesThomas J. Hayes appears to be an investment analyst or commentator who regularly shares market insights and updates on social media. His recent posts focus on market indicators, stock market trends, and earnings estimates, with a emphasis on value investing. He has also been sharing quotes and interviews related to investing and the stock market.
Social category influence stocks 50% finance 40.91% cryptocurrencies 21.82% technology brands 13.64% currencies 5.45% exchanges #3081 automotive brands 2.73% ncaa football 0.91% luxury brands 0.91% social networks 0.91%
Social topic influence stocks #4111, money 13.64%, sentiment #415, $pypl #1694, in the 6.36%, $hl #10, $sim #1, $apld 4.55%, $intc 4.55%, $cde 4.55%
Top accounts mentioned or mentioned by @sabangocen97138 @foxbusiness @gansic966 @theethermachine @varneyco @ashwebsterfbn @ak_ethermachine @stockspy1 @worstfund @loubasenese @cpvayne @briansozzi @brookedipalma @yahoofinance @enriquejlores @acce @wastemanagement @usc @uscmarshall @paul6545
Top assets mentioned PayPal Holdings Inc (PYPL) Hecla Mining Company (HL) Groupo Simec, S.A.B de C.V. (SIM) Applied Digital Corp. (APLD) Intel Corporation (INTC) Coeur Mining, Inc. (CDE) Bloom Energy Corporation (BE) Nov Inc (NOV) Moderna Inc (MRNA) Sandisk Corporation (SNDK) Oklo Inc. (OKLO) FIRST MAJESTIC SILVER CORP (AG) CLEANSPARK INC (CLSK) Credo Technology Group Holding Ltd (CRDO) TeraWulf Inc. (WULF) DENTSPLY SIRONA Inc (XRAY) BridgeBio Pharma, Inc. Common Stock (BBIO) Anbio Biotechnology (NNNN) Sei (SEI) Orla Mining Ltd. (ORLA) Iagon (IAG) Windoge98 (EXE) EQT, Corp. (EQT) Ivanhoe Electric Inc. (IE) Coherent Inc (COHR) New Gold Inc. (NGD) Circle Internet Group, Inc. (CRCL) Riot Platforms, Inc. (RIOT) Cipher Mining Inc. Common Stock (CIFR) Hut [--] Mining Corp. (HUT) GXO Logistics, Inc. (GXO) Fabrinet (FN) Rambus Inc (RMBS) Sterling Infrastructure, Inc. Common Stock (STRL) TTM Technologies Inc (TTMI) Sanmina Corp (SANM) Arrowhead Research Corporation (ARWR) Avidity Biosciences, Inc. (RNA) Astera Labs, Inc. (ALAB) Patterson-UTI Energy Inc (PTEN) Lumentum Holdings Inc. Common Stock (LITE) USA Rare Earth, Inc. Class A Common Stock (USAR) DisChain (DIS) Stacks (STX) Gilead Sciences, Inc. (GILD) Roivant Sciences Ltd. Common Shares (ROIV) Vertex Protocol (VRTX) Almonty Industries Inc. Common Shares (ALM) Intuitive Machines, Inc. (LUNR) VF Corp (VFC) Oscar Health, Inc. (OSCR) McGraw Hill, Inc. (MH) BigBear.ai Holdings, Inc. (BBAI) Bill.com Holdings, Inc. (BILL) RXO, Inc. (RXO) Brinker International, Inc. (EAT) AngloGold Ashanti Limited (AU) Endeavour Silver Corp. (EXK) One Cash (ONC) Cleveland-Cliffs, Inc. (CLF) Harmony Gold Mining Company Limited (HMY) Alien Base (ALB) Cryptonex (CNX) Murphy Oil Corp. (MUR) Valero Energy Corporation (VLO) Gulfport Energy Corporation (GPOR) Partisia Blockchain (MPC) Range Resources, Corp. (RRC) APA Corp (US) (APA) Arweave (AR) Viper Energy Partners LP (VNOM) Copiosa Coin (COP2) Permian Resources Corporation Class A Common Stock (PR) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Oxygen (OXY) Ovintiv, Inc. (OVV) Chord Energy Corporation Common Stock (CHRD) California Resources Corporation (CRC) DinoLFG (DINO) Texas Pacific Land, Corp. (TPL) Coterra Energy Inc (CTRA) Phillips [--] (PSX) PBF ENERGY INC. (PBF) Diamondback Energy Inc (FANG) Exxon Mobil (XOM)
Top posts by engagements in the last [--] hours
"Where is money flowing today $MH $ONON $BBAI $BILL $CNTA $BTE $AMD $CWAN $ORLA $GSAT $RXO $FORTY $BGSI $LIVN $ENLT $IX $BIRK $EAT $REZI $HL $AU $AA $IHS $EXK $TSEM $OKLO $ONC $HTZ $AG $SLM $PPTA $HMY $DORM $DRD $BMA $CENX $ALC $GPI $PKX $CLF $ALB $IAG https://www.hedgefundtips.com/where-is-money-flowing-today-1394/ https://www.hedgefundtips.com/where-is-money-flowing-today-1394/"
X Link 2025-11-12T16:47Z 70.5K followers, [----] engagements
"Exploration & Production Sector (XOP) Earnings Estimates/Revisions $XOP $CNX $EXE $EQT $MUR $VLO $GPOR $MPC $DINO $RRC $TPL $CTRA $PSX $PBF $FANG $APA $XOM $AR $DVN $CVX $VNOM $COP $PR $MGY $OXY $EOG $OVV $CHRD $CIVI $MTDR $CRC https://www.hedgefundtips.com/p=67337 https://www.hedgefundtips.com/p=67337"
X Link 2025-11-17T15:46Z 70.3K followers, [----] engagements
"Where is money flowing today $FBYD $SIM $EXK $CLSK $BITF $AG $IE $IBRX $CRCL $TMC $AAUC $RIOT $CIFR $RGC $CMBT $INTC $COHR $CRDO $APLD $BE $PAAS $WULF $NVTS $STNE $NG $SKE $UPST $NGD $EOSE $OKLO $BBAI $CDE $KSPI $BMNR $ERO $HUT $FOUR $SBSW $IONQ $BLTE https://www.hedgefundtips.com/where-is-money-flowing-today-1405/ https://www.hedgefundtips.com/where-is-money-flowing-today-1405/"
X Link 2025-11-28T16:57Z 70.6K followers, [----] engagements
"I just posted my latest #StockMarket note and commentary "'Holiday Carts and Auto Parts' Stock Market (and Sentiment Results)" You can find it here ππ $AAP $ETSY https://www.hedgefundtips.com/p=67994 https://www.hedgefundtips.com/p=67994"
X Link 2025-12-11T12:02Z 70.6K followers, [----] engagements
"Indicator of the Day (video): Volatility Index - CBOE Crude Oil #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=31481 https://www.hedgefundtips.com/p=31481"
X Link 2025-12-14T15:46Z 70.6K followers, [----] engagements
"Thanks to Garrett Collins and Peyton Jennings for having me on @FoxBusiness @Varneyco with @AshWebsterFBN this morning to discuss [----] #StockMarket #Outlook and new portfolio position Dentsply Sirona $XRAY. You can find it here:"
X Link 2025-12-26T15:36Z 70.5K followers, [----] engagements
"Thanks to my good friend @LouBasenese for having me on his podcast The Big Skinny to discuss two of our favorite stocks for [----] $PYPL and $XRAY. You can find it here π"
X Link 2026-01-07T00:42Z 70.8K followers, [----] engagements
"I just posted my latest #StockMarket note and commentary 'A Healthier Smile Ahead' Stock Market (and Sentiment Results)" You can find it here ππ $XRAY https://www.hedgefundtips.com/p=68810 https://www.hedgefundtips.com/p=68810"
X Link 2026-01-07T12:02Z 70.8K followers, [----] engagements
"Thanks to the great Charles Payne @cpvayne and Nick Palazzo for having me on @FoxBusiness today to talk mid-term cycle outlook dividend payers $XRAY $NOV $GXO and a lot more. You can find it here π"
X Link 2026-01-09T21:29Z 70.8K followers, [----] engagements
"Russell [----] (top weights) Earnings Estimates $IWM $BE $CRDO $KTOS $FN $IONQ $HL $SATS $AVAV $CDE $NXT $GH $BBIO $RMBS $SPXC $STRL $DY $TTMI $OKLO $ENSG $QBTS $AEIS $GTLS $MDGL $SANM $UMBF $APLD $UEC $CTRE $ARWR $RNA https://www.hedgefundtips.com/russell-2000-top-weights-earnings-estimates-11/ https://www.hedgefundtips.com/russell-2000-top-weights-earnings-estimates-11/"
X Link 2026-01-19T15:48Z 71.2K followers, [---] engagements
"IBD [--] Growth Index (top [--] weights) Earnings Estimates $FFTY $CDE $IAG $MU $ANAB $FTAI $RKLB $MIRM $CLS $FIX $PACS $ORLA $APLD $KGC $AU $GFI $AXSM $DY $APH $STRL $RMBS $HL $WPM $ARMN $AEM $AUGO $EGO $TFPM $NVMI $GH $ALAB https://www.hedgefundtips.com/ibd-50-growth-index-top-30-weights-earnings-estimates-22/ https://www.hedgefundtips.com/ibd-50-growth-index-top-30-weights-earnings-estimates-22/"
X Link 2026-01-26T15:48Z 70.4K followers, [---] engagements
"Basic Materials (XLB)- Earnings Estimates/Revisions $XLB $LIN $NEM $FCX $CRH $SHW $ECL $NUE $APD $CTVA $MLM $VMC $PPG $STLD $SW $IP $ALB $AMCR $PKG $DOW $IFF $DD $BALL $AVY $CF $LYB $MOS https://www.hedgefundtips.com/basic-materials-xlb-earnings-estimates-revisions-16/ https://www.hedgefundtips.com/basic-materials-xlb-earnings-estimates-revisions-16/"
X Link 2026-01-26T15:48Z 70.4K followers, [----] engagements
"We're content buying simple pick and shovel companies. ($SWK) Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-01-27T14:00Z 70.4K followers, [---] engagements
"My initial thoughts on $BA Q4 earnings π Revenue: $23.95B (+57% YoY) beat consensus $22.58B. Highest quarterly revenue since [----]. Adj. EPS: $9.92 lifted by Digital Aviation Solutions deal (+$11.83/share impact). Backing that out adjusted EPS came in below consensus of adjusted loss of $0.39. The name of the game with the $BA turnaround is FCF. Adjusted FCF of $375M (vs. burn of $4.1B last year) topping expectations of $272M and marking second straight Q of positive FCF after [--] straight Q of cash burn. All eyes on [----] FCFshould see low single digits $2-3B range as $BA works back to l/t"
X Link 2026-01-27T16:42Z 70.7K followers, [----] engagements
"A closer look at $NOV. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-01-28T14:00Z 70.5K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=24333 https://www.hedgefundtips.com/p=24333"
X Link 2026-01-28T15:32Z 70.7K followers, [---] engagements
"Insider Buying in Intel Corporation $INTC #InsiderBuying https://www.hedgefundtips.com/insider-buying-in-intel-corporation-intc-6/ https://www.hedgefundtips.com/insider-buying-in-intel-corporation-intc-6/"
X Link 2026-01-28T16:59Z 70.8K followers, [----] engagements
"Where is money flowing today $LBRT $RCL $MOD $VIAV $LUV $TAL $NCLH $META $BKD $SIM $OLMA $CCL $CUK $BFH $VIRT $NNNN $LMT $CMCSA $TT $AMP $LAZ $IBM $DNLI $HON $AOS $MRNA $DAR $VIK $MRSH $T $VSEC $VLY $PTEN $BKV $RCI $EPR $ERIE $CVNA $EAT $AAON $ATAT https://www.hedgefundtips.com/where-is-money-flowing-today-1446/ https://www.hedgefundtips.com/where-is-money-flowing-today-1446/"
X Link 2026-01-29T16:07Z 70.4K followers, [----] engagements
"My 328th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=_ptogvDmaoY https://www.youtube.com/watchv=_ptogvDmaoY"
X Link 2026-01-30T00:59Z 70.5K followers, [----] engagements
"Thanks to the great Stuart Varney @varneyco and Maggie Edwards for having me on @FoxBusiness this morning to discuss #StockMarket #Outlook #TheFed #Rotation and more. You can find it hereπ"
X Link 2026-01-30T16:02Z 70.5K followers, [----] engagements
"Where is money flowing today $RHI $DECK $SNDK $AAOI $LBRDK $UNIT $CHTR $VZ $LITE $MOD $USAR $BEPC $SIMO $CACC $BEP $MOG.A $TSLA $TTMI $ADMA $APD $PLXS $YSS $GME $BBWI $ANDG $AX $CRK $SEI $SYK $TMUS $CHD $EXE $MTX $COHR $CL $SITM $RSI $FN $GEV $NOK $EQT https://www.hedgefundtips.com/where-is-money-flowing-today-1447/ https://www.hedgefundtips.com/where-is-money-flowing-today-1447/"
X Link 2026-01-30T16:10Z 70.7K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=6286 https://www.hedgefundtips.com/p=6286"
X Link 2026-01-31T15:31Z 70.5K followers, [----] engagements
"Indicator of the Day (video): DJIA High-Low Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=31720 https://www.hedgefundtips.com/p=31720"
X Link 2026-01-31T15:47Z 70.4K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=29176 https://www.hedgefundtips.com/p=29176"
X Link 2026-02-01T15:31Z 70.5K followers, [----] engagements
"Quote of the Day #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=63305 https://www.hedgefundtips.com/p=63305"
X Link 2026-02-02T15:32Z 70.5K followers, [---] engagements
"My initial thoughts on $DIS Q1 earnings π Revenue: $25.98B (+5% Y/Y) beat consensus $25.74B Adj. EPS: $1.63 (-7% Y/Y from $1.76) beat consensus $1.57 Streaming (Disney+ and Hulu): Revenue $5.3B (+11% Y/Y). Operating income $450M (+72% Y/Y 8.4% margins) well above street and prior guidance of $375M. Q2 OI guided to $500M (+$200M Y/Y). On track for full-year 10% SVOD margins (vs 5.4% in FY2025). Streaming continues to take the baton from Linear Networks as Disneys next growth engine. Experiences: Record quarterly revenue $10B (+6% Y/Y) and record operating income $3.3B (+6% Y/Y) ahead of"
X Link 2026-02-02T17:21Z 70.3K followers, [----] engagements
"Opinion follows trend opinion follows trend opinion follows trend. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-03T14:00Z 71K followers, [----] engagements
"Thanks to Justin Oliver @BrianSozzi and @BrookeDiPalma for having me on @YahooFinance just now to discuss PayPal @EnriqueJLores @acce $PYPL $DIS $PLTR $INTC $BABA and more. You can find it here πππ"
X Link 2026-02-03T15:25Z 70.8K followers, [----] engagements
"Quote of the day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=30275 https://www.hedgefundtips.com/p=30275"
X Link 2026-02-03T15:32Z 70.5K followers, [----] engagements
"Be in the know. [--] key reads for Wednesday #StockMarket https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-wednesday-4/ https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-wednesday-4/"
X Link 2026-02-04T13:04Z 70.7K followers, [---] engagements
"Making a comparison between $PYPL's CEO situation and $INTC. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-04T13:45Z 70.7K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=24906 https://www.hedgefundtips.com/p=24906"
X Link 2026-02-04T15:32Z 70.5K followers, [---] engagements
"Indicator of the Day (video): NYSE New [--] Week Highs #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=7428 https://www.hedgefundtips.com/p=7428"
X Link 2026-02-04T15:46Z 70.6K followers, [---] engagements
"My 329th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=8ukG__r8IIc https://www.youtube.com/watchv=8ukG__r8IIc"
X Link 2026-02-04T19:22Z 70.3K followers, [----] engagements
"My 329th #podcast is out. This week's general #StockMarket Commentary and items of note. You can listen here π https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-329/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-329/"
X Link 2026-02-04T19:34Z 71K followers, [---] engagements
"Be in the know. [--] key reads for Thursday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-thursday-5/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-thursday-5/"
X Link 2026-02-05T13:10Z 70.7K followers, [----] engagements
"Is there still value in $PYPL Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-05T14:00Z 70.7K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=29209 https://www.hedgefundtips.com/p=29209"
X Link 2026-02-05T15:32Z 70.5K followers, [---] engagements
"Where is money flowing today $SITM $MCK $FORM $ENSG $SIRI $OCUL $XPO $CPAY $TENB $RRX $ALGN $CAH $ITT $IDCC $COR $HSY $KGS $TW $HIMS $KLIC $OSW $CBZ $PLMR $WVE $CENTA $MKL $TPR $AFL $CLS $NIO $NHC $MNSO $PTEN $GFF $PACS $ADNT $STC $ICE $JKHY $LEGN $ALL https://www.hedgefundtips.com/where-is-money-flowing-today-1451/ https://www.hedgefundtips.com/where-is-money-flowing-today-1451/"
X Link 2026-02-05T15:43Z 70.4K followers, [----] engagements
"Indicator of the Day (video): Volatility index - CBOE S&P [---] 9-Day #MarketIndicator #StockMarket #Trading https://www.hedgefundtips.com/p=57445 https://www.hedgefundtips.com/p=57445"
X Link 2026-02-05T15:45Z 70.6K followers, [----] engagements
"Do we still think there is potential in $PYPL Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-06T14:00Z 70.7K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #StockMarket #WarrenBuffett https://www.hedgefundtips.com/p=4149 https://www.hedgefundtips.com/p=4149"
X Link 2026-02-06T15:32Z 70.4K followers, [---] engagements
"Indicator of the Day (video): S&P [---] Stocks Above the [--] Day MA #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=33590 https://www.hedgefundtips.com/p=33590"
X Link 2026-02-06T15:46Z 70.5K followers, [---] engagements
"Fun time on [--] at @WasteManagement Phoenix Open"
X Link 2026-02-07T00:06Z 70.7K followers, [----] engagements
"Be in the know. [--] key reads for Saturday #StockMarket https://www.hedgefundtips.com/be-in-the-know-15-key-reads-for-saturday-71/ https://www.hedgefundtips.com/be-in-the-know-15-key-reads-for-saturday-71/"
X Link 2026-02-07T13:46Z 70.5K followers, [----] engagements
"Quote of the day. #Quote #QuoteOfTheDay #StockMarket https://www.hedgefundtips.com/p=486 https://www.hedgefundtips.com/p=486"
X Link 2026-02-07T15:32Z 70.5K followers, [----] engagements
"Indicator of the Day (video): Nasdaq High Low Ratio #MarketIndicator #Nasdaq #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=6563 https://www.hedgefundtips.com/p=6563"
X Link 2026-02-07T15:45Z 70.5K followers, [----] engagements
"Be in the know. [--] key reads for Super Bowl Sunday #StockMarket https://www.hedgefundtips.com/be-in-the-know-11-key-reads-for-super-bowl-sunday/ https://www.hedgefundtips.com/be-in-the-know-11-key-reads-for-super-bowl-sunday/"
X Link 2026-02-08T13:22Z 70.5K followers, [----] engagements
"What's the history of $PYPL's new CEO Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-08T14:00Z 70.5K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=24588 https://www.hedgefundtips.com/p=24588"
X Link 2026-02-08T15:31Z 70.5K followers, [---] engagements
"I look forward to joining the great Stuart Varney on @FoxBusiness at 9am ET to talk #StockMarket #Economy #Picks and more. Tune in if you are free"
X Link 2026-02-08T21:44Z 70.3K followers, [----] engagements
"Be in the know. [--] key reads for Monday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-monday-9/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-monday-9/"
X Link 2026-02-09T12:49Z 70.3K followers, [---] engagements
"Noticing some similarities between $PYPL's situation and $BABA. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-09T14:00Z 70.4K followers, [----] engagements
"Thanks to Maggie Edwards for having me on @FoxBusiness this morning with @AshWebsterFBN to discuss #StockMarket #Economy and more. You can find it here πππ"
X Link 2026-02-09T14:29Z 70.4K followers, [----] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor https://www.hedgefundtips.com/p=30123 https://www.hedgefundtips.com/p=30123"
X Link 2026-02-09T15:32Z 70.4K followers, [---] engagements
"What happens to stocks priced for perfection when they're slightly off Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-10T14:00Z 70.1K followers, [----] engagements
"Oil & Gas Equipment & Services Earnings Estimates and Revisions $XES $FTI $AROC $HAL $SLB $KGS $PTEN $WFRD $NOV $RIG $HP $BKR $LBRT $WHD $SEI $NE $TDW $VAL $SDRL $OII $TTI $XPRO $NBR $WTTR $PUMP $AESI $HLX $CLB $RES $VTOL $INVX https://www.hedgefundtips.com/oil-gas-equipment-services-earnings-estimates-and-revisions-12/ https://www.hedgefundtips.com/oil-gas-equipment-services-earnings-estimates-and-revisions-12/"
X Link 2026-01-05T15:51Z 70.3K followers, [---] engagements
"What are some catalysts for $NOV Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-01-17T13:49Z 70.2K followers, [----] engagements
"I just posted my latest #StockMarket note and commentary 'The Toll Takers of AI' Stock Market (and Sentiment Results)" You can find it here ππ $CRK $NOV https://www.hedgefundtips.com/p=69268 https://www.hedgefundtips.com/p=69268"
X Link 2026-01-22T12:01Z 70.3K followers, [----] engagements
"Be in the know. [--] key reads for Sunday #StockMarket https://www.hedgefundtips.com/be-in-the-know-14-key-reads-for-sunday-7/ https://www.hedgefundtips.com/be-in-the-know-14-key-reads-for-sunday-7/"
X Link 2026-02-01T13:18Z 70.2K followers, [----] engagements
"Where is money flowing today $TWST $TCGL $SNDK $RGC $LITE $AAOI $SMTC $ALMS $UWMC $SLNO $USAR $SIM $RMBS $MTSI $COHR $ESTA $DOCN $PI $SAIA $IE $IDYA $XPO $TTMI $CALX $CORT $GME $VIAV $CIEN $RKT $SANM $CCL $CNXC $KALU $ARCB $STX $CUK $LASR $GLW $MAZE https://www.hedgefundtips.com/where-is-money-flowing-today-1448/ https://www.hedgefundtips.com/where-is-money-flowing-today-1448/"
X Link 2026-02-02T15:53Z 70.1K followers, [----] engagements
"Biotech Earnings Estimates/Revisions $IBB $GILD $VRTX $AMGN $REGN $ALNY $ARGX $INSM $NTRA $BIIB $ONC $ILMN $UTHR $INCY $GMAB $RVMD $MRNA $NBIX $MEDP $IONS $BBIO $EXEL $BMRN $ASND $CRL $MDGL $RNA $TECH $ROIV $ARWR $HALO https://www.hedgefundtips.com/biotech-earnings-estimates-revisions-13/ https://www.hedgefundtips.com/biotech-earnings-estimates-revisions-13/"
X Link 2026-02-02T18:27Z 70.2K followers, [----] engagements
"(Equal Weight) Biotech Earnings Estimates/Revisions $XBI $MRNA $MIRM $RVMD $PCVX $FOLD $PRAX $ALKS $GILD $KRYS $HALO $AMGN $CELC $ROIV $BBIO $VRTX $BMRN $INCY $IONS $CYTK $GRAL $REGN $PTCT $RNA $BIIB $EXAS $EXEL $ARWR $NTRA $ABBV $SRRK https://www.hedgefundtips.com/equal-weight-biotech-earnings-estimates-revisions-17/ https://www.hedgefundtips.com/equal-weight-biotech-earnings-estimates-revisions-17/"
X Link 2026-02-02T18:32Z 70.2K followers, [----] engagements
"Where is money flowing today $DVA $NNNN $USAR $WWD $UUUU $RKT $WULF $TGB $BLDR $PSLV $TER $SCCO $ALM $AES $IE $ASTS $BALL $RH $DNN $IBP $UEC $WLK $TECK $BE $MP $CLSK $HYMC $IPGP $OPEN $LPX $HBM $CLF $FND $AG $CEF $BVN $HL $HUN $DOW $WHR $MTH $CRS $CC https://www.hedgefundtips.com/where-is-money-flowing-today-1449/ https://www.hedgefundtips.com/where-is-money-flowing-today-1449/"
X Link 2026-02-03T15:51Z 70.1K followers, [----] engagements
"$PYPL https://finance.yahoo.com/news/paypal-bulls-set-to-win-big-as-spooked-investors-puke-in-the-hole-analyst-181841351.html https://finance.yahoo.com/news/paypal-bulls-set-to-win-big-as-spooked-investors-puke-in-the-hole-analyst-181841351.html"
X Link 2026-02-03T18:26Z 70.2K followers, [----] engagements
"Where is money flowing today $SLAB $ENPH $POWL $SEDG $REYN $COLM $KMT $MGM $LEA $SMCI $CBT $CRUS $ZWS $CE $FTV $LLY $ACT $VVV $RUN $GPK $OLN $ATS $CSL $COTY $HRI $HPQ $SYNA $GSK $JCI $SLGN $KWR $DXC $RXO $ASH $SKY $WEX $CDW $CZR $IP $GEHC $WLK $LITE https://www.hedgefundtips.com/where-is-money-flowing-today-1450/ https://www.hedgefundtips.com/where-is-money-flowing-today-1450/"
X Link 2026-02-04T15:53Z 70.2K followers, [----] engagements
"My initial thoughts on $SWK Q4 earnings π Revenue: $3.7 billion (-1% Y/Y reported; -3% organic) slightly below consensus estimates of $3.78B. Full-year net sales $15.1 billion (-2% Y/Y; -1% organic). Adjusted EPS: $1.41 (-5% Y/Y) but well ahead of consensus $1.28. Full-year adjusted EPS $4.67 (+7% Y/Y) ahead of prior guidance and consensus $4.55. Adjusted Gross Margins: The most important metric in the SWK turnaround Q4 hit 33.3% (+210 bps Y/Y); full-year 30.7% (+70 bps Y/Y). Management reiterated path to 35%+ exit rate by Q4 [----] (last achieved full-year 35% in [----] at 35.2% with EPS $8.15"
X Link 2026-02-04T19:45Z 70.1K followers, [----] engagements
"Where is money flowing today $VAL $LUNR $WULF $APP $NXST $CIFR $QS $USAS $PWP $SIM $APLD $RBLX $STM $BLSH $UI $U $XMTR $BOBS $TGNA $CRDO $ORCL $BE $GLW $EMAT $PSLV $ORLA $ALAB $IAG $ASX $RUM $VRNS $MBIN $AGI $WGS $IESC $CIEN $ONDS $CRWV $CDE $NGD $AG https://www.hedgefundtips.com/where-is-money-flowing-today-1453/ https://www.hedgefundtips.com/where-is-money-flowing-today-1453/"
X Link 2026-02-09T16:00Z 70.1K followers, [---] engagements
"My initial thoughts on $EL Q2 earnings π Revenue: $4.23B (+5.6% Y/Y) slightly ahead of consensus $4.22B. Organic accelerated to +3.8% (vs -6% decline last year). YTD organic now at +3.3% putting EL on track for its first year of positive organic growth in [--] years (prior: -8% FY25 -1.7% FY24 -6% FY23) with full-year guide at +1-3%. Adjusted EPS: $0.89 (+43% Y/Y) vs. street consensus $0.83. Margins: Adjusted gross margin +40 bps Y/Y to 76.5% on PRGP benefits. All-important adjusted operating margin +290 bps Y/Y to 14.4% set to expand for the first time in [--] years as EL restores to the"
X Link 2026-02-10T00:16Z 70.1K followers, [----] engagements
"Be in the know. [--] key reads for Tuesday #StockMarket https://www.hedgefundtips.com/be-in-the-know-17-key-reads-for-tuesday-10/ https://www.hedgefundtips.com/be-in-the-know-17-key-reads-for-tuesday-10/"
X Link 2026-02-10T13:02Z 70.4K followers, [---] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #ValueInvestor #WarrenBuffett https://www.hedgefundtips.com/p=4847 https://www.hedgefundtips.com/p=4847"
X Link 2026-02-10T15:32Z 70.4K followers, [---] engagements
"Indicator of the Day (video): NYSE Velocity Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=5764 https://www.hedgefundtips.com/p=5764"
X Link 2026-02-10T15:46Z 70.4K followers, [---] engagements
"My initial thoughts on $GXO Q4 earnings π Revenue: $3.51B (+7.9% Y/Y) beating consensus $3.48B and marking a fresh record high. Brings FY25 revenue to $13.18B (+12.5% Y/Y) with FX providing a [---] bps tailwind (key factor of the multinational and weaker dollar thesis with 75% sales outside the US). Organic Growth: +3.5% in Q4 bringing full-year to +3.9% (within guidance range of 3.5%6.5%). Acceleration from FY24's +2.5% and the highest in over [--] years. New Business Wins: Signed $1.1B in total annualized contract wins during FY25 marking the third straight year of $1B+ wins. Incremental 2026"
X Link 2026-02-11T00:59Z 70.2K followers, [----] engagements
"Comparing Palantir ($PLTR) to Amazon in the 2000's. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-11T14:00Z 70.3K followers, [----] engagements
"Indicator of the Day (video): Industrials New High New Low % #Industrials #MarketIndicator #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=56262 https://www.hedgefundtips.com/p=56262"
X Link 2026-02-11T15:46Z 70.3K followers, [---] engagements
"My initial thoughts on $GNRC Q4 earnings π Revenue: $1.09B (-11.6% Y/Y) missing consensus $1.16B. Brings FY25 net sales to $4.21B (-2.0% Y/Y). Adjusted EPS: $1.61 per share missing analyst consensus $1.77. Brings FY25 adjusted EPS to $6.34 down from $7.27 in FY24. Adjusted EBITDA: $185M (17.0% margins) compared to $265M (21.5% margins) last year. Brings FY25 adjusted EBITDA to $716M (17.0% margins) compared to $789M (18.4% margins) last year. Residential Product Sales: $572M (-23% Y/Y) bringing FY25 sales to $2.27B (-7% Y/Y). Weakness driven by lower power outage activity (lowest 2H power"
X Link 2026-02-11T19:07Z 70.3K followers, [----] engagements
"Where is money flowing today $TPH $RIVN $SEI $MGA $COIN $CART $HYMC $ICLR $TXG $PSIX $FSLY $CRSP $AMAT $CLMT $MRNA $NP $HASI $FRMI $DXCM $CLSK $EMAT $SYRE $HUBS $HL $NBIS $RIOT $ANDG $AAPG $ALM $HUT $MSTR $IBRX $SBSW $NTSK $RELX $PCOR $HOOD $NAVN $VRTX https://www.hedgefundtips.com/where-is-money-flowing-today-1457/ https://www.hedgefundtips.com/where-is-money-flowing-today-1457/"
X Link 2026-02-13T16:22Z 70.3K followers, [---] engagements
"Be in the know. [--] key reads for Saturday #StockMarket https://www.hedgefundtips.com/be-in-the-know-13-key-reads-for-saturday-4/ https://www.hedgefundtips.com/be-in-the-know-13-key-reads-for-saturday-4/"
X Link 2026-02-14T12:45Z 70.3K followers, [---] engagements
"Exploration & Production Sector (XOP) Earnings Estimates/Revisions $XOP $VG $XOM $TPL $CVX $MGY $DINO $CRC $VLO $DVN $CTRA $PR $OVV $COP $OXY $PSX $PBF $MPC $VNOM $APA $FANG $MTDR $GPOR $EOG $CHRD $EQT $CNX $RRC $MUR $EXE $AR https://www.hedgefundtips.com/exploration-production-sector-xop-earnings-estimates-revisions-23/ https://www.hedgefundtips.com/exploration-production-sector-xop-earnings-estimates-revisions-23/"
X Link 2026-02-09T15:52Z 70.3K followers, [---] engagements
"Industrials (top [--] weights) Earnings Estimates/Revisions $XLI $CAT $GE $RTX $GEV $BA $UBER $HON $UNP $DE $ETN $LMT $PH $TT $NOC $ADP $MMM $GD $HWM $EMR $UPS $JCI $WM $FDX $CMI $ITW $PWR $CSX $TDG $NSC $CTAS https://www.hedgefundtips.com/industrials-top-30-weights-earnings-estimates-revisions-24/ https://www.hedgefundtips.com/industrials-top-30-weights-earnings-estimates-revisions-24/"
X Link 2026-02-09T15:52Z 70.3K followers, [---] engagements
"Is the consumer building confidence Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-14T13:37Z 70.3K followers, [---] engagements
"I just posted my latest #StockMarket note and commentary 'High-End Healing' Stock Market (and Sentiment Results)" You can find it here ππ $EL $GOOS https://www.hedgefundtips.com/p=69925 https://www.hedgefundtips.com/p=69925"
X Link 2026-02-12T12:02Z 70.3K followers, [----] engagements
"Indicator of the Day (video): Volatility index - CBOE Nasdaq [---] #MarketIndicator #StockMarket #Trading https://www.hedgefundtips.com/p=58144 https://www.hedgefundtips.com/p=58144"
X Link 2026-02-13T15:45Z 70.3K followers, [---] engagements
"Quote of the Day. #QuoteOfTheDay #StockMarket #ValueInvestor https://www.hedgefundtips.com/p=5016 https://www.hedgefundtips.com/p=5016"
X Link 2026-02-14T15:31Z 70.3K followers, [---] engagements
"I just posted my latest #StockMarket note and commentary 'Dont Let the Gloom Fool You' Stock Market (and Sentiment Results)" You can find it here ππ $VFC $GOOS https://www.hedgefundtips.com/p=67369 https://www.hedgefundtips.com/p=67369"
X Link 2025-11-20T12:01Z 70.2K followers, [----] engagements
"I just posted my latest #StockMarket note and commentary 'When Boring Wins' Stock Market (and Sentiment Results)" You can find it here ππ $HRL $DEO https://www.hedgefundtips.com/p=68929 https://www.hedgefundtips.com/p=68929"
X Link 2026-01-15T12:02Z 70.1K followers, [----] engagements
"My initial thoughts on $VFC Q3 earnings π Revenue: $2.88B (+4% Y/Y / +2% C$) beat consensus $2.75B. 75% of the business is back to growth with the Americas turning the corner and posting its strongest performance in 3+ years. Adj. EPS: $0.58 (-4.9% Y/Y) beat consensus $0.45. Margins: Adj. gross margin of 57% (+10 bps Y/Y) tracking to finish the year at 54.5% or better. Closing in on the 55% l/t target which looks like a layup with room for upside surprise. Adj. operating margin of 12.1% (+30 bps Y/Y) tracking 6.5% for the full year and on track toward the l/t target of 10%+. Every"
X Link 2026-01-28T16:50Z 70.1K followers, [----] engagements
"I just posted my latest #StockMarket note and commentary 'Facts Over Feelings' Stock Market (and Sentiment Results)" You can find it here ππ $PYPL $VFC https://www.hedgefundtips.com/p=69713 https://www.hedgefundtips.com/p=69713"
X Link 2026-02-04T12:03Z 70.3K followers, [----] engagements
"Where is money flowing today $APLD $MSTR $LUMN $GLXY $BILL $ROIV $WULF $RIOT $DAVE $CLSK $MARA $QUBT $CIFR $CRWV $BTDR $NVST $QBTS $ALAB $HOOD $BMNR $EXPO $SEI $HUT $CRCL $FN $UAA $LUNR $PAHC $SOUN $SMR $EHC $CDE $UA $NGD $NBIS $XXI $RGA $IESC $TMC https://www.hedgefundtips.com/where-is-money-flowing-today-1452/ https://www.hedgefundtips.com/where-is-money-flowing-today-1452/"
X Link 2026-02-06T16:02Z 70.4K followers, [----] engagements
"Just spoke to a bunch of wonderful students at @USC @USCMarshall School of Business about #stockmarket #investing #investmentmanagement #life. The future is bright"
X Link 2026-02-11T23:54Z 70.2K followers, [----] engagements
"My initial thoughts on $CCI Q4 earnings π Headline Numbers: Q4 site rental revenue $1.02B; full-year $4.049B (+$19M from midpoint of prior guide). Adjusted EBITDA Q4 $781M full-year $2.863B (+$28M from midpoint). AFFO Q4 $489M or $1.12/share full-year $1.904B or $4.36/share (+$34M from midpoint). Fiber Sale: $8.5B sale remains on track to close in 1H [----] waiting on only a handful of state and federal approvals. Proceeds to pay down $7B debt (reduces interest expense $120M annually and leverage to target 6-6.5x) and $1B allocated to stock buybacks. Cost Savings & Workforce Reduction:"
X Link 2026-02-10T00:20Z 70.3K followers, [----] engagements
"Where is money flowing today $GCMG $SPOT $UNF $DDOG $UCTT $PHG $CRDO $RACE $MAS $KD $XIFR $MAR $FIG $SHOP $HAS $NNNN $DGX $OSCR $RNG $INSP $RDDT $FMC $SIM $MMYT $ENTG $MDB $MESO $NAVN $INTA $MRNA $ATEC $ESTC $BRZE $S $AFRM $MBLY $KT $KVYO $UPST $NCLH https://www.hedgefundtips.com/where-is-money-flowing-today-1454/ https://www.hedgefundtips.com/where-is-money-flowing-today-1454/"
X Link 2026-02-10T15:46Z 70.4K followers, [---] engagements
"Where is money flowing today $DIOD $TDC $VRT $BWA $GNRC $LSCC $BETA $AEIS $SOLS $SW $QXO $GFS $THC $TEX $ACMR $NET $SUZ $KC $SNDK $NNNN $GXO $TIMB $SITE $JHX $AKO.A $AGX $VNET $R $HNGE $MU $KSS $CC $OSCR $WCC $PAG $KD $AAPG $RIG $FIX $GILD $AIG $KYIV https://www.hedgefundtips.com/where-is-money-flowing-today-1455/ https://www.hedgefundtips.com/where-is-money-flowing-today-1455/"
X Link 2026-02-11T16:13Z 70.3K followers, [----] engagements
"Be in the know. [--] key reads for Thursday #StockMarket https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-thursday-4/ https://www.hedgefundtips.com/be-in-the-know-21-key-reads-for-thursday-4/"
X Link 2026-02-12T13:16Z 70.3K followers, [----] engagements
"Where is money flowing today $LRN $STX $NXT $INTC $FFIV $WDC $ALM $LFUS $AVT $TXN $VSAT $WIX $GKOS $PLUG $SANM $MCHP $LUNR $BE $SNDK $FIGR $MPWR $PFS $ELV $UUUU $CRCL $NXPI $APLS $NVTS $OKLO $EDU $POWI $HMY $T $PPG $ON $WERN $RBLX $FLNC $FSLR $GFI $EOSE https://www.hedgefundtips.com/where-is-money-flowing-today-1445/ https://www.hedgefundtips.com/where-is-money-flowing-today-1445/"
X Link 2026-01-28T15:54Z 70.3K followers, [---] engagements
"Our opinion on the new $DIS CEO. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-07T13:59Z 70.3K followers, [----] engagements
"Munger show me the incentives and Ill show you the outcome. π $PYPL AMAZING NEWS FOR $PYPL BULLS This is the new CEO pay package $20M RSUs $33M equity in [----] (RSUs + PSUs) $11M RSUs in [----] $25M one-time PSUs up to 250% ($62.5M max) PayPal's new CEO qualifies for $126M if PayPal just hits $125 by [----]. https://t.co/jK0VH3XEXs AMAZING NEWS FOR $PYPL BULLS This is the new CEO pay package $20M RSUs $33M equity in [----] (RSUs + PSUs) $11M RSUs in [----] $25M one-time PSUs up to 250% ($62.5M max) PayPal's new CEO qualifies for $126M if PayPal just hits $125 by [----]. https://t.co/jK0VH3XEXs"
X Link 2026-02-11T15:44Z 70.3K followers, 26.2K engagements
"We make our decisions based on math and fundamentals not luck. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-12T14:00Z 70.3K followers, [----] engagements
"Quote of the Day. #QuoteOfTheDay #StockMarket https://www.hedgefundtips.com/p=2414 https://www.hedgefundtips.com/p=2414"
X Link 2026-02-12T15:32Z 70.3K followers, [----] engagements
"Indicator of the Day (video): PMO buy ALL #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=5367 https://www.hedgefundtips.com/p=5367"
X Link 2026-02-12T15:45Z 70.3K followers, [---] engagements
"Where is money flowing today $FSLY $CGNX $MH $SPHR $ZBRA $CROX $IPGP $IRDM $VNT $VKTX $BDC $SOLS $EQIX $STX $AKAM $MSI $TRN $CW $HWM $PEGA $HUBS $IRM $MTRN $AVNT $SNDK $WDC $BBIO $BGC $USFD $IFF $STRL $LNC $PSIX $CHEF $OSCR $WTS $EXC $SSL $PLBL $PI $KC https://www.hedgefundtips.com/where-is-money-flowing-today-1456/ https://www.hedgefundtips.com/where-is-money-flowing-today-1456/"
X Link 2026-02-12T15:50Z 70.3K followers, [---] engagements
"My initial thoughts on $BAX Q4 earnings π Revenue: $2.97B (+8% reported and +3% operational) beating consensus $2.83B and prior guidance of $2.8B (+2% reported and -2% operational). Brings FY25 to $11.24B (+6% reported and +3% operational). Adjusted EPS: $0.44 (-24% Y/Y) missing consensus $0.52 and prior guidance $0.52 to $0.57. Brings FY25 EPS to $2.27 (+20% Y/Y). Adjusted Operating Margins: 11.8% (-340 bps) bringing FY25 to 14.1% (+20 bps). Weakness driven by unfavorable mix and nonrecurring items with gross margins down [---] bps in Q4. Management expects FY26 operating margin of 13-14%"
X Link 2026-02-13T01:10Z 70.3K followers, [----] engagements
"My initial thoughts on $CPS Q4 earnings π Revenue: $672.4M (+1.8% Y/Y) bringing FY25 to $2.74B (+0.4%). Ahead of prior guidance range of $2.68B to $2.72B. Adjusted EBITDA: $34.9M (5.2% margins) bringing FY25 to $209.7M (7.6% margins +100 bps Y/Y). Delivered at the high end of prior guidance of $200M to $210M. New Business Awards: Won $69.5M of new awards in Q4 bringing FY25 to $297.9M (vs $181.4M in FY24 +65% Y/Y). 74% of total new awards during FY25 were related to battery electric and full-hybrid programs (compared to 58% in FY24). EV platforms deliver +20% CPV lift. Hybrids are the sweet"
X Link 2026-02-13T01:18Z 70.3K followers, [----] engagements
"Hedge Fund Tips with Tom Hayes VideoCast Episode [---] #StockMarket https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-videocast-episode-330/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-videocast-episode-330/"
X Link 2026-02-13T01:26Z 70.3K followers, [---] engagements
"My 330th #VideoCast is out. This week's general #StockMarket Commentary and items of note. You can watch it here π https://www.youtube.com/watchv=QvBrryFHB4c https://www.youtube.com/watchv=QvBrryFHB4c"
X Link 2026-02-13T01:28Z 70.1K followers, [----] engagements
"My 330th #podcast is out. This week's general #StockMarket Commentary and items of note. You can listen here π https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-330/ https://www.hedgefundtips.com/hedge-fund-tips-with-tom-hayes-podcast-episode-330/"
X Link 2026-02-13T01:38Z 70.3K followers, [---] engagements
"Be in the know. [--] key reads for Friday #StockMarket https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-friday-7/ https://www.hedgefundtips.com/be-in-the-know-16-key-reads-for-friday-7/"
X Link 2026-02-13T13:11Z 70.3K followers, [---] engagements
"Key takeaways from consumer sentiment and inflation expectations. Weekly podcast here: #investing #stockmarket #stocks http://www.HedgeFundTips.com http://www.HedgeFundTips.com"
X Link 2026-02-13T13:40Z 70.3K followers, [---] engagements
"Quote of the Day. #Quote #QuoteOfTheDay #StockMarket #ValueInvestor https://www.hedgefundtips.com/p=5793 https://www.hedgefundtips.com/p=5793"
X Link 2026-02-13T15:33Z 70.3K followers, [---] engagements
"Indicator of the Day (video): Nasdaq - Cohen High Low Index #MarketIndicator #StockMarket #TechnicalAnalysis #Trading https://www.hedgefundtips.com/p=7145 https://www.hedgefundtips.com/p=7145"
X Link 2026-02-14T15:45Z 70.3K followers, [---] engagements
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