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# ![@HedgeMind Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2272207286.png) @HedgeMind HedgeMind

Hedge funds are increasing their stakes in various tech stocks, with companies like $ORCL, $META, and $AMZN seeing significant investment. Some notable stocks that have gained attention from hedge funds include $CRWV, $RDDT, and $RKLB, which are attracting strong net institutional inflows. Additionally, certain "dotcom survivors" like $CIEN and $GLW are emerging as AI-age winners.

### Engagements: XXXXXX [#](/creator/twitter::2272207286/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
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- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::2272207286/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:posts_active.svg)

- X Week XX +11%
- X Month XX -XX%
- X Months XXX +8.40%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::2272207286/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:followers.svg)

- X Week XXXXXX +0.15%
- X Month XXXXXX +0.46%
- X Months XXXXXX +0.92%
- X Year XXXXXX +2%

### CreatorRank: XXXXXXX [#](/creator/twitter::2272207286/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2272207286/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #6045 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [vc firms](/list/vc-firms)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[at least](/topic/at-least) #272, [stocks](/topic/stocks) #810, [$100k](/topic/$100k) #233, [q2](/topic/q2) #62, [point72](/topic/point72) #1, [cash flow](/topic/cash-flow) #291, [flow](/topic/flow) 4.88%, [$297m](/topic/$297m) #4, [$rbrk](/topic/$rbrk) #39, [$319m](/topic/$319m) #1

**Top accounts mentioned or mentioned by**
[@davel452](/creator/undefined) [@yahoofinance](/creator/undefined) [@observationdesk](/creator/undefined) [@notjanetyellen7](/creator/undefined) [@bkoxs_unicca](/creator/undefined) [@financeintelhub](/creator/undefined) [@breakerznshit](/creator/undefined) [@opu61659893](/creator/undefined) [@petrikhammar](/creator/undefined) [@william_r2rclub](/creator/undefined) [@chitwn_guy](/creator/undefined) [@chigrl](/creator/undefined) [@paxtrader777](/creator/undefined) [@nfaitrader](/creator/undefined) [@oga_studio](/creator/undefined) [@b_co_co](/creator/undefined)

**Top assets mentioned**
[Rubrik, Inc. (RBRK)](/topic/$rbrk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Applovin Corporation (APP)](/topic/$app) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [UiPath, Inc. (PATH)](/topic/$path) [Okta Inc (OKTA)](/topic/$okta) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [Helium IOT (IOT)](/topic/$iot) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Insmed, Inc. (INSM)](/topic/$insm) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Reddit, Inc. (RDDT)](/topic/$rddt) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Palantir (PLTR)](/topic/$pltr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Bloom Energy Corporation (BE)](/topic/$be) [Carvana Co. (CVNA)](/topic/$cvna) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Amphenol Corporation (APH)](/topic/$aph) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Roblox, Corp. (RBLX)](/topic/$rblx) [PTC Inc (PTC)](/topic/$ptc) [Snowflake, Inc. (SNOW)](/topic/$snow) [Apple, Inc. (AAPL)](/topic/$aapl) [Toast, Inc. (TOST)](/topic/$tost)
### Top Social Posts
Top posts by engagements in the last XX hours

"$KVYO Q3 2025 earnings results: Revenue: $311M (32% y/y) Gross profit: $234.7M Gross margin: XX% Free cash flow: $47.1M Total customers: 183K (17% y/y) - Customers with $50K+ ARR: 3563 (36% y/y) Q4 2025 Outlook: Expect Revenue to be at least $331M (23% y/y) Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1986231367110434829)  2025-11-06T00:37Z 75.7K followers, 11.2K engagements


"$RBRK Q2 FY26 earnings results: Total revenue: $309.9M up XX% y/y - Subscription revs: $297M up XX% y/y Gross margin was XXXX% Customers w/ Subscription $100K+ ARR up XX% y/y to 2505 Expect Q3 FY26 revs to be at least $319M up XX% y/y Hype growth remains steady. Investor Presentation:"  
[X Link](https://x.com/HedgeMind/status/1965864193812554190)  2025-09-10T19:45Z 75.7K followers, 18.7K engagements


"$NVDA High-Conviction Buyers at $175$185 🚀 Who among top hedge funds arent afraid to buy $NVDA at current price levels ➣David Tepper (Appaloosa) raised his stake to 1.9M shares making $NVDA his 4th largest holding. ➣Steve Cohen (Point72) lifted his stake to 7.24M shares now his #1 stock. ➣Dan Loeb (Third Point) increased his position to 2.85M shares his 4th largest holding. All three are high-conviction buyers who added more shares around the $XXX average in Q3 showing that price matters less when conviction runs high. 💡 Our core belief: You dont need to predict the market you just need to"  
[X Link](https://x.com/HedgeMind/status/1994888676233576505)  2025-11-29T21:58Z 75.7K followers, 59.8K engagements


"$TTAN Q3 FY26 earnings results: Total revenue: $249.2M (25% y/y) Platform revenue: $239.6M (25% y/y) Professional services and other: $9.6M (19% y/y) Gross profit: $176.3M (36% y/y) Gross margin: XX% Q4 FY26 Outlook: Expect total revs to be at least $244M (16.7% y/y) Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1996721832851132657)  2025-12-04T23:22Z 75.7K followers, 3733 engagements


"$IOT Q3 FY26 earnings results: Total revenue: $416M (29% y/y) Gross profit: $319M (30% y/y) Gross margin: XX% Customers w/ $100K+ ARR: 2990 (36% y/y) Q4 FY26 Outlook: Expect total revenue to be at least $421M (22% y/y) Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1996726961134354498)  2025-12-04T23:42Z 75.7K followers, 3916 engagements


"3 best performing hedge funds in the 2023 based on our estimate: Strategy Capital: up XX% Keywise Capital: up XX% Crosslink Capital: up XX% Finished the year in the top XX performers: Alex Sacerodte's Whale Rock Capital: up XX% Brad Gerstner's Altimeter Capital: up XX% According to Yahoo finance data $QQQ +53.79% $SPY +24.29%"  
[X Link](https://x.com/HedgeMind/status/1740894632786247791)  2023-12-30T00:36Z 75.7K followers, 63.5K engagements


"$INSM Stanley Druckenmiller Remains Bullish Druckenmiller increased his $INSM stake again in Q3 marking four consecutive quarters of steady buying. Its clearly a conviction position within his portfolio. For investors $INSM is yet another example of how tracking a legendary hedge fund managers consistent buying can help uncover and stay with potential big winners.🔥👇🏼 #CopilotInvesting"  
[X Link](https://x.com/HedgeMind/status/1993447353836355596)  2025-11-25T22:31Z 75.6K followers, 10.2K engagements


"High-Growth Tech Stocks (30%+ revs growth y/y) Quarterly revenue growth as of 25Q3: Ticker Revs Growth (y/y) $NBIS XXX% $CRWV XXX% $ALAB XXX% $HOOD XXX% $CWAN XX% $APP XX% $RDDT XX% $SOUN XX% $UPST XX% $NVDA XX% $PLTR XX% $LITE XX% $BE XX% $CVNA XX% $APH XX% $DLO XX% $RBLX XX% $RKLB XX% $SITM XX% $PTC XX% $CYBR XX% $DUOL XX% $MELI XX% $SE XX% $FIG XX% $SOFI XX% $AMD XX% $ARM XX% $AFRM XX% $PAY XX% $UI XX% $COHU XX% $ALKT XX% $KVYO XX% $SHOP XX% $AMBA XX% $TSM XX% Some growth stocks $MRVL $MU $IOT $CRD $RBRK $SNOW are yet to report Q3 earnings results 📊 Tracking high-growth leaders helps"  
[X Link](https://x.com/HedgeMind/status/1994577338693292129)  2025-11-29T01:21Z 75.6K followers, 45.7K engagements


"$SNOW Q3 FY26 earnings results: Total revenue: $1.21B (29% y/y) Product revs: $1.16B (29% y/y) Professional services revs: $54M (0% y/y) Gross profit: $822M (32% y/y) Gross margin: XX% Total customers: 12621 (20% y/y) Customers w/ $1M+ TTM product revs: XXX (29% y/y) Q4 FY26 Outlook: Expect product revs to be at least $1.2B (27% y/y) Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1996329531490304490)  2025-12-03T21:23Z 75.6K followers, 13.9K engagements


"$PATH Q3 FY26 earnings results: Total revenue: $411M (16% y/y) Subscription revs: $248M (20% y/y) Licenses revs: $150M (9% y/y) ARR: $1.782B (11% y/y) Gross profit: $342M (18% y/y) Gross margin: XX% Net income: $199M Q4 XX Outlook: Expect total revs to be at least $462M (10% y/y)"  
[X Link](https://x.com/HedgeMind/status/1996332832197853481)  2025-12-03T21:36Z 75.6K followers, 4643 engagements


"Some of the smartest investors with front-row seats in AI innovation public & private share their best insights here. Investors: Chase Coleman Tiger Global Brad Gerstner Altimeter Andrew Homan Maverick Josh Wolfe Lux Stocks and Startups mentioned NVDA OpenAI vs Anthropic MSFT META vs GOOGL Anduril $50B IPO potential AI Layer Cake AI Bubble XX minutes worth every second 👇🏼"  
[X Link](https://x.com/HedgeMind/status/1980345133410418804)  2025-10-20T18:47Z 75.7K followers, 33.1K engagements


"$TOST Q3 2025 earnings results: Total locations: 156K (23% y/y) Gross Payment Volume (GPV): $51.5B (24% y/y) Total revs: $1.633B (25% y/y) - Subscription revs: $244M (29% y/y) - Financial technology solutions revs: $1.345B (26% y/y) Gross profit: $432M (34% y/y) Net income: $105M (87% y/y)"  
[X Link](https://x.com/HedgeMind/status/1985931252655063445)  2025-11-05T04:44Z 75.7K followers, 8485 engagements


"$APP Q3 2025 earnings results: Total revenue: $1.405B (68% y/y) +11.6% q/q Advertising revs: $M (%y/y) Apps revs: $M (% y/y) Net income: $836M (92% y/y) Free cash flow: $1.05B (% y/y) Q4 2025 Outlook: Expect total revs to be at least $1.57B AppLovin repurchased 1.3M shares at avg. $XXX per share during the quarter"  
[X Link](https://x.com/HedgeMind/status/1986183229494468920)  2025-11-05T21:25Z 75.7K followers, 9254 engagements


"$NTRA Stanley Druckenmiller Still Holds His #1 Position Stanley Druckenmiller bought back a portion of the shares he sold earlier this year reinforcing his ongoing conviction in $NTRA. It remains his largest holding representing XX% of his portfolio a true high-conviction position. For individual investors $NTRA is a strong example of how following a top hedge funds conviction can help identify and stay with big winners over time.👇🏼🔥 #CopilotInvesting"  
[X Link](https://x.com/HedgeMind/status/1993444020132127041)  2025-11-25T22:17Z 75.6K followers, 8923 engagements


"$RBRK Top Hedge Funds Turn Bullish Several top-performing HM500 hedge funds became significant buyers of $RBRK in Q3. Notable new or increased buyers include: ➣Zach Schreiber PointState Capital (Druckenmiller seeded the fund) ➣Steve Cohen Point72 ➣Gavin Baker Atreides $RBRK surged 16%+ to $XX in after hour trading landing right in the middle of the $74$98 range where top hedge funds established their positions. 📊 A notable alignment of hedge fund conviction and price action. Learn more:"  
[X Link](https://x.com/HedgeMind/status/1996736180688506945)  2025-12-05T00:19Z 75.7K followers, 8137 engagements


"$ZS Q1 FY26 earnings results: Total revenue: $788M (26% y/y) Annual Recurring Revenue ("ARR"): $3.2B (26% y/y) Gross profit: $603M (24% y/y) Gross margin: XXXX% Customers w/ $100K+ ARR: 3754 (19% y/y) Customers w/ $1M+ ARR: XXX (20% y/y) Q2 FY26 Outlook: Expect total revs to be at least $797M (23% y/y) Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1993439013836144864)  2025-11-25T21:57Z 75.7K followers, 6779 engagements


"$OKTA Q3 FY26 earnings results: Total revenue: $742M (12% y/y) Subscription revs: $724M (11% y/y) Professional services revs: $18M (29% y/y) Gross profit: $572M (13% y/y) Gross margin: XX% Net income: $43M Customers With $100K+ ACV: 5030 ( XX% y/y) Q4 FY26 Outlook: Expect total revs to be at least $748M (10% y/y) A low growth stock now. Earnings Presentation:"  
[X Link](https://x.com/HedgeMind/status/1996014519228006815)  2025-12-03T00:32Z 75.7K followers, 4589 engagements


"Several growth stocks to report earnings this afternoon: $CRWD $GTLB $OKTA $ASAN $PSTG $MRVL We'll share our HM insight for some after their earnings report"  
[X Link](https://x.com/HedgeMind/status/1995964854071689282)  2025-12-02T21:14Z 75.7K followers, 4483 engagements


"$GTLB Q3 FY26 earnings results: Total revenue: $244.4M (25% y/y) Subscription revs: $223M (27% y/y) License revs: $21M (0% y/y) Gross profit: $212M (22% y/y) Gross margin: XX% Customers w/ $5K+ ARR: 10475 (10% y/y) Customers w/ $100K+ ARR: 1405 (23% y/y) Q4 FY26 Outlook: Expect total revs to be at least $251M (19% y/y)"  
[X Link](https://x.com/HedgeMind/status/1996005922695745715)  2025-12-02T23:57Z 75.7K followers, 4481 engagements


"$PATH Steve Cohen Was the Top New Buyer in Q3 Steve Cohens Point72 loaded up 2.46M shares of $PATH during Q3 when the stock was trading around $XX. After todays earnings beat $PATH jumped to as high as $XX in after-hours trading. If the move holds Point72 is looking at a XX% gain on this new position by tomorrow. A win is a win Learn how other hedge funds did:"  
[X Link](https://x.com/HedgeMind/status/1996377724001395172)  2025-12-04T00:35Z 75.7K followers, 12.7K engagements


"$CFLT Steve Cohens Point72 Just Cannot Be Wrong As we highlighted back in June Point72 accumulated more than X% ownership of $CFLT a bold high-conviction bet. Today we know why. IBM announced it is acquiring Confluent in an $11B deal instantly validating Point72s aggressive positioning. Now its clear why the fund loaded up when it did. Sometimes the biggest opportunities are right in plain sight"  
[X Link](https://x.com/HedgeMind/status/1998249652009967718)  2025-12-09T04:33Z 75.7K followers, 14.6K engagements