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# ![@Hedgeye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::18719020.png) @Hedgeye Hedgeye

Hedgeye's 15th Investing Summit is taking place, featuring top market minds, including Keith McCullough, discussing market analysis, risk management, and investing ideas. The summit includes discussions on market breadth, AI-fueled mega caps, and leadership shifts that could shape the next market move. Key topics also include volatility, precious metals, and positioning in a chaotic market.

### Engagements: XXXXXX [#](/creator/twitter::18719020/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:interactions.svg)

- X Week XXXXXXX +389%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::18719020/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:posts_active.svg)

- X Week XX +11%
- X Month XX +8.10%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::18719020/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:followers.svg)

- X Week XXXXXXX +0.05%
- X Month XXXXXXX +0.30%
- X Months XXXXXXX +2.50%
- X Year XXXXXXX +5.90%

### CreatorRank: XXXXXXX [#](/creator/twitter::18719020/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18719020/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::18719020/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXX% [technology brands](/list/technology-brands)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$vix](/topic/$vix) #174, [vix](/topic/vix) #470, [inflation](/topic/inflation) #261, [$spx](/topic/$spx) #541, [spx](/topic/spx) #657, [stocks](/topic/stocks) #3714, [$crml](/topic/$crml) 1.85%, [greenland](/topic/greenland) 1.85%, [market cap](/topic/market-cap) 1.85%, [$dg](/topic/$dg) XXXX%

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@civisxxi](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@bluntrrrrr](/creator/undefined) [@ironhorse345292](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@eriksteiner8](/creator/undefined) [@hedgeyestaples](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@bonesjordann](/creator/undefined) [@hedgeyehc](/creator/undefined) [@hedgeyecom](/creator/undefined) [@hedgeyefood](/creator/undefined) [@ozzysai](/creator/undefined) [@hedgeyetech](/creator/undefined) [@brooklynboy436](/creator/undefined) [@hedgeyeam](/creator/undefined) [@hedgeyetechlaw](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@hedgeyedc](/creator/undefined)

**Top assets mentioned**
[Vixco (VIX)](/topic/$vix) [SPX6900 (SPX)](/topic/$spx) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Decentral Games (DG)](/topic/$dg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [XRP (XRP)](/topic/xrp) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/$btc) [Advanced Micro Devices (AMD)](/topic/$amd) [Mario Coin (COIN)](/topic/$coin) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Wat (WAT)](/topic/$wat) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Freshpet, Inc. (FRPT)](/topic/$frpt) [Dollar Tree Inc (DLTR)](/topic/$dltr) [General Mills, Inc. (GIS)](/topic/$gis) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Tapestry, Inc. (TPR)](/topic/$tpr) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts [#](/creator/twitter::18719020/posts)
---
Top posts by engagements in the last XX hours

"Game. On. 🔥 Hedgeye's 15th "INVESTING SUMMIT" October 1416 11am-2pm ET X days. X webcasts. X excuses. 🔊 Reserve your free virtual seat:"  
[X Link](https://x.com/Hedgeye/status/1974165526050897941) [@Hedgeye](/creator/x/Hedgeye) 2025-10-03T17:31Z 211.7K followers, 78.8K engagements


"BREAKING: Critical Metals stock $CRML soars over +125% after the Trump Administration discusses taking an X% stake valued at $XX million. This deal would offer direct exposure to one of the largest rare earth deposits in Greenland"  
[X Link](https://x.com/Hedgeye/status/1975167181466808586) [@Hedgeye](/creator/x/Hedgeye) 2025-10-06T11:52Z 211.7K followers, 26.1K engagements


"BREAKING: Fartcoin's market cap is now greater than XX% of all American publicly-traded companies"  
[X Link](https://x.com/Hedgeye/status/1867194095510356471) [@Hedgeye](/creator/x/Hedgeye) 2024-12-12T13:05Z 211.7K followers, 4.7M engagements


"The Polarization of The K-Shape Economy According to $DG CEO Todd Vasos more than XX% of shoppers say higher inflation has forced them to cut back with rising costs for rent utilities and groceries squeezing already tight budgets. Meanwhile Ferraris higher-income customers are enjoying record levels of discretionary savingssplurging on custom paint jobs ventilated seats and carbon fiber upgrades. The divergence couldnt be clearer"  
[X Link](https://x.com/Hedgeye/status/1974089205421621612) [@Hedgeye](/creator/x/Hedgeye) 2025-10-03T12:28Z 211.7K followers, 17.9K engagements


"Today more than XX% of $SPX option volume now expires the same day. Is the $VIX still a valid risk gaugeor has the market moved beyond it @KeithMcCullough sits down with @ExcellRichard Professor of Finance and former Hedge Fund PM to break down what the market is really signaling. Well examine COT positioning across fixed income equities and debasement tradesand what it reveals about where capital is moving. This is where the rotation starts to matter. 🔑 Free access:"  
[X Link](https://x.com/Hedgeye/status/1978452182002229373) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T13:25Z 211.7K followers, 18.3K engagements


"Seven Stocks Make Up +30% of $SPX Mkt. Cap Fan favorite @LizAnnSonders joins @KeithMcCullough to unpack the Market Breadth vs. The Magnificent X. Topics on deck: -The dominance of a few AI fueled mega caps -AI earnings guidance and a broadening rally -How leadership shifts could shape the next market phase You won't want to miss this one. Free access (live or on-demand):"  
[X Link](https://x.com/Hedgeye/status/1978452185428955480) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T13:25Z 211.7K followers, 24.3K engagements


"This is insane. Volatility Shares filed with the SEC to offer Single Stock ETFs with 5x leverage. 5x $TSLA ETF 5x $NVDA ETF 5x $PLTR ETF 5x $BTC ETF 5x $AMD ETF 5x $AMZN ETF 5x $COIN ETF 5x $CRCL ETF 5x $GOOGL ETF 5x $MSTR ETF 5x $ETH ETF 5x $SOL ETF 5x $XRP ETF FYI.during a government shutdown the issuer can allow for AUTOMATIC effectiveness after XX days under Section 8(a) but bears all legal risk. In other words in XX days they have the ability to push this forward with no SEC review. Wild times"  
[X Link](https://x.com/Hedgeye/status/1978473144340918342) [@Hedgeye](/creator/x/Hedgeye) 2025-10-15T14:48Z 211.7K followers, 177K engagements


"A Percentage Of Your Bet Needs To Be Flexible 🌀 🔊 One of the biggest mistakes of the past decade is assuming youll always have liquidity when you want it" says Steve Diggle in a conversation with Hedgeye CEO @KeithMcCullough. Part of your book has to be nimble because when everyone tries to get out at once the bid wont be there"  
[X Link](https://x.com/Hedgeye/status/1978891072739701222) [@Hedgeye](/creator/x/Hedgeye) 2025-10-16T18:29Z 211.7K followers, 24.7K engagements


"At last week's Fed Community Bank Conference Blackstone CEO said: "What can go wrong Not much except fraud." Today Regional Banks $KRE sank XXX% on news that Zions Bancorp $ZION and Western Alliance Bancorp $WAT said they were victims of fraud. Crazy coincidence"  
[X Link](https://x.com/Hedgeye/status/1978921003456827902) [@Hedgeye](/creator/x/Hedgeye) 2025-10-16T20:28Z 211.7K followers, 211K engagements


"This Week's Events @Hedgeye Oct 20th: @Hedgeye_Staples Investor Meeting Reviews on $DLTR $BF.B & $GIS (re $FRPT) Oct 21st: @HedgeyeRetail Q4 Retail Themes Oct 22nd: @HedgeyeIndstrls Outlook for Defense Spending (Part 2)"  
[X Link](https://x.com/Hedgeye/status/1980268772838506653) [@Hedgeye](/creator/x/Hedgeye) 2025-10-20T13:44Z 211.7K followers, 9010 engagements


"DRAM inventories have collapsed to just X weeks well below the 1216 week norm. Prices have more than DOUBLED in the last month 🚀 DRAM (Dynamic Random-Access Memory) is a type of volatile memory used in computers smartphones and data centers. Taiwan & South Korea still dominate chipmaking though U.S. share is projected to rise from XX% to XX% by 2032 powered by the CHIPS Act"  
[X Link](https://x.com/Hedgeye/status/1980644943073796412) [@Hedgeye](/creator/x/Hedgeye) 2025-10-21T14:38Z 211.7K followers, 7968 engagements


"BREAKING: Confluent $CFLT Soars +23% On Report Of Possible Sale"  
[X Link](https://x.com/Hedgeye/status/1975884141087605005) [@Hedgeye](/creator/x/Hedgeye) 2025-10-08T11:21Z 211.7K followers, 5726 engagements


"WATCH The "Float" Game in Crypto Is Similar to Equities 🪙 Avalanche @avax Chief Strategy Officer @luigidemeo breaks down how "The Game" is played with Hedgeye CEO @KeithMcCullough 🔊 Watch the interview free on-demand:"  
[X Link](https://x.com/Hedgeye/status/1978181482188308980) [@Hedgeye](/creator/x/Hedgeye) 2025-10-14T19:29Z 211.7K followers, 59.4K engagements


"CLOSING REMARKS 🔥 Hedgeye CEO @KeithMcCullough shares why our approach at Hedgeye Asset Management is so unique. Trust accountability & transparency. Know where your money is allocated and who's behind it. @HedgeyeAM"  
[X Link](https://x.com/Hedgeye/status/1979243105363583000) [@Hedgeye](/creator/x/Hedgeye) 2025-10-17T17:48Z 211.7K followers, 21.2K engagements


"McGough: Tapestry Can Get More Expensive 🔊 Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September 2024 when he went long around $XX. Today its trading near $XXX nearly 3x higher 🚀 Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad X macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for XX% earnings growth"  
[X Link](https://x.com/Hedgeye/status/1980716822937718993) [@Hedgeye](/creator/x/Hedgeye) 2025-10-21T19:24Z 211.7K followers, 4893 engagements


"$SOFI Technologies has surged XX% since its addition to Signal Strength Stocks 🚀 Read the full story here 👇"  
[X Link](https://x.com/Hedgeye/status/1968758506082676824) [@Hedgeye](/creator/x/Hedgeye) 2025-09-18T19:26Z 211.7K followers, 5779 engagements


"Palladium $PALL Rockets to Cycle Highs as Gold Correlation Strengthens"  
[X Link](https://x.com/Hedgeye/status/1976005496109965688) [@Hedgeye](/creator/x/Hedgeye) 2025-10-08T19:23Z 211.7K followers, 6998 engagements


"McGough pounding Short $LULU on The Call @HedgeyeRetail"  
[X Link](https://x.com/Hedgeye/status/1976622190444622286) [@Hedgeye](/creator/x/Hedgeye) 2025-10-10T12:13Z 211.7K followers, 17.8K engagements


"COACHING NOTE 💰 Excerpt from a note from @KeithMcCullough to subscribers. Another rules-based process move to make during a Volatility Spike ( $VIX XX at XXXXX currently )like this is to re-load on some shorts that are getting squeezed "off their lows" due to hedge fund positioning (some have to sell Longs and cover Shorts today)"  
[X Link](https://x.com/Hedgeye/status/1976735985468633095) [@Hedgeye](/creator/x/Hedgeye) 2025-10-10T19:45Z 211.7K followers, 7404 engagements


"$VIX Sees 5th Largest Gain of 2025"  
[X Link](https://x.com/Hedgeye/status/1976774375467839995) [@Hedgeye](/creator/x/Hedgeye) 2025-10-10T22:18Z 211.7K followers, 7647 engagements


"How To Risk Manage Rates and Credit Within The Risk Range 🔊 Thursday's pullback in bonds and gold provided a textbook buying opportunity at the LRR (low end of the Risk Range) ahead of Friday's sharp reversal when bond yields moved straight back down. "We have the best way to risk-manage rates.The Risk Rangeof Bond yields within the TREND. Nobody has a better way" explains Hedgeye CEO @KeithMcCullough. "And nobody's called every credit crisis like Hedgeye has." Subscribe to Risk RangeSignals for systematic risk management that beats consensus fears"  
[X Link](https://x.com/Hedgeye/status/1977035447306952849) [@Hedgeye](/creator/x/Hedgeye) 2025-10-11T15:35Z 211.7K followers, 11K engagements


"Markets dont wait. Neither should you. The Hedgeye Investing Summit offers X webcasts of world-class insights to help you stay ahead. Watch Freelive or on-demand"  
[X Link](https://x.com/Hedgeye/status/1977048799651742094) [@Hedgeye](/creator/x/Hedgeye) 2025-10-11T16:29Z 211.7K followers, 168.3K engagements


"OpenAI Strikes XX GW Chip Deal With Broadcom $AVGO to Supercharge AI Infrastructure OpenAI and Broadcom announced a landmark partnership to develop and deploy XX gigawatts of custom AI accelerators. This is one of the largest infrastructure collaborations in the AI chip race. The 🔑 = chips are DESIGNED by OpenAI. Sam Altman @sama said the collaboration will help "build the capacity required to push the frontier of AI to provide benefits to all humanity." The agreement follows deals announced in the past two weeks with $NVDA and $AMD to supply those companies chips. AVGO shares jumped +9% on"  
[X Link](https://x.com/Hedgeye/status/1977742156912640431) [@Hedgeye](/creator/x/Hedgeye) 2025-10-13T14:24Z 211.7K followers, 6293 engagements


"Uranium $URA Surges To New Cycle Highs 🚀"  
[X Link](https://x.com/Hedgeye/status/1977743353308393665) [@Hedgeye](/creator/x/Hedgeye) 2025-10-13T14:28Z 211.7K followers, 7572 engagements