[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @HedgeyeComm Andrew Freedman, CFA 🦅 Andrew Freedman, CFA 🦅 posts on X about $nflx, $wbd, $psky, $team the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1069759314364153856/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX +941% - X Months XXXXXXXXX +70% - X Year XXXXXXXXX +3.80% ### Mentions: X [#](/creator/twitter::1069759314364153856/posts_active)  - X Week XX -XX% - X Month XX +38% - X Months XXX +20% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1069759314364153856/followers)  - X Week XXXXXX -X% - X Month XXXXXX +27% - X Months XXXXXX +31% - X Year XXXXXX +37% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1069759314364153856/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$nflx](/topic/$nflx) #185, [$wbd](/topic/$wbd) #75, [$psky](/topic/$psky) #100, [$team](/topic/$team) 6.25%, [what is](/topic/what-is) 6.25%, [if you](/topic/if-you) 6.25%, [$googl](/topic/$googl) 6.25%, [$1t](/topic/$1t) 6.25%, [unpopular opinion](/topic/unpopular-opinion) 6.25%, [$50k](/topic/$50k) XXXX% **Top accounts mentioned or mentioned by** [@corleonecapital](/creator/undefined) [@hedgeyecom](/creator/undefined) [@bannerview](/creator/undefined) [@hedgeye](/creator/undefined) [@grok](/creator/undefined) [@cypherdc](/creator/undefined) [@chat_sbc](/creator/undefined) [@traderct](/creator/undefined) [@equinoxscott](/creator/undefined) [@ea5144863525](/creator/undefined) [@leakmealpha](/creator/undefined) [@stretchmikep](/creator/undefined) [@supbagholder](/creator/undefined) **Top assets mentioned** [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) ### Top Social Posts Top posts by engagements in the last XX hours "I have no position/bias on this name I am genuinely just asking. But what is it about $TEAM that majority of folks seem to be long (have for awhile) and/or positively biased to the name I understand the thesis but just stands out to me. Wondering if there is more to the story or if I am missing something Or if you think I am wrong in my positioning assessment" [X Link](https://x.com/HedgeyeComm/status/1996980826446164159) 2025-12-05T16:31Z 35.2K followers, 9558 engagements "@corleonecapital Basically" [X Link](https://x.com/HedgeyeComm/status/1997046024331055611) 2025-12-05T20:50Z 35.2K followers, XXX engagements "All these politicians screaming antitrust against $NFLX $WBD destroy more value and are a bigger tax on the system than if people end up paying an extra $X for their Netflix subscription" [X Link](https://x.com/HedgeyeComm/status/1997512961620062564) 2025-12-07T03:46Z 35.2K followers, 6256 engagements "Removing $GOOGL from top picks after XX% run. I removed Google from our 'Top Picks' list yesterday as the catalysts we flagged coming into 2025 have largely played out - and faster than expected. Search stabilization policy tailwinds Cloud acceleration Gemini XXX TPU momentum. All delivered. Could the stock go to $XXX or higher Sure (and I hope it does). But that's another $1T in market cap. At this scale you have to start framing upside differently. On valuation (risk/reward) we are staying disciplined: Our $XXX fair value is based on $XX EPS 25x = $XXX in '29/'30 discounted back at 10%. We" [X Link](https://x.com/HedgeyeComm/status/1993688521081598065) 2025-11-26T14:29Z 35.2K followers, 939.2K engagements "Unpopular opinion. but $NFLX acquiring $WBD S&S is WAY more likely to save Hollywood than if $PSKY won the bid" [X Link](https://x.com/HedgeyeComm/status/1997042089360511191) 2025-12-05T20:35Z 35.2K followers, 17.1K engagements "Ill wager $50k that the $NFLX $WBD goes through" [X Link](https://x.com/HedgeyeComm/status/1997496537237135518) 2025-12-07T02:41Z 35.2K followers, 15.8K engagements "Call Thursday 12/11 at 2:00pm ET $NFLX $WBD The central question is straightforward: is this thesis drift or a high-ROIC opportunistic acceleration of Netflixs long-term vision A lot of analysis and data to go though as we dive deep into the deal structure and market/industry impact. Please contact sales@hedgeye.com for access" [X Link](https://x.com/HedgeyeComm/status/1997683986470998250) 2025-12-07T15:05Z 35.2K followers, 10.1K engagements "$CFLT you knew it was going to happen eventually" [X Link](https://x.com/HedgeyeComm/status/1997874381477838932) 2025-12-08T03:42Z 35.2K followers, 5140 engagements "I cant wait to read the disclosures that come out of this bidding process $NFLX $WBD $PSKY" [X Link](https://x.com/HedgeyeComm/status/1998032746967679261) 2025-12-08T14:11Z 35.2K followers, 4122 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HedgeyeComm Andrew Freedman, CFA 🦅Andrew Freedman, CFA 🦅 posts on X about $nflx, $wbd, $psky, $team the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% technology brands XXXX%
Social topic influence $nflx #185, $wbd #75, $psky #100, $team 6.25%, what is 6.25%, if you 6.25%, $googl 6.25%, $1t 6.25%, unpopular opinion 6.25%, $50k XXXX%
Top accounts mentioned or mentioned by @corleonecapital @hedgeyecom @bannerview @hedgeye @grok @cypherdc @chat_sbc @traderct @equinoxscott @ea5144863525 @leakmealpha @stretchmikep @supbagholder
Top assets mentioned Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Atlassian Corporation PLC (TEAM) Alphabet Inc Class A (GOOGL) Confluent, Inc. Class A Common Stock (CFLT)
Top posts by engagements in the last XX hours
"I have no position/bias on this name I am genuinely just asking. But what is it about $TEAM that majority of folks seem to be long (have for awhile) and/or positively biased to the name I understand the thesis but just stands out to me. Wondering if there is more to the story or if I am missing something Or if you think I am wrong in my positioning assessment"
X Link 2025-12-05T16:31Z 35.2K followers, 9558 engagements
"@corleonecapital Basically"
X Link 2025-12-05T20:50Z 35.2K followers, XXX engagements
"All these politicians screaming antitrust against $NFLX $WBD destroy more value and are a bigger tax on the system than if people end up paying an extra $X for their Netflix subscription"
X Link 2025-12-07T03:46Z 35.2K followers, 6256 engagements
"Removing $GOOGL from top picks after XX% run. I removed Google from our 'Top Picks' list yesterday as the catalysts we flagged coming into 2025 have largely played out - and faster than expected. Search stabilization policy tailwinds Cloud acceleration Gemini XXX TPU momentum. All delivered. Could the stock go to $XXX or higher Sure (and I hope it does). But that's another $1T in market cap. At this scale you have to start framing upside differently. On valuation (risk/reward) we are staying disciplined: Our $XXX fair value is based on $XX EPS 25x = $XXX in '29/'30 discounted back at 10%. We"
X Link 2025-11-26T14:29Z 35.2K followers, 939.2K engagements
"Unpopular opinion. but $NFLX acquiring $WBD S&S is WAY more likely to save Hollywood than if $PSKY won the bid"
X Link 2025-12-05T20:35Z 35.2K followers, 17.1K engagements
"Ill wager $50k that the $NFLX $WBD goes through"
X Link 2025-12-07T02:41Z 35.2K followers, 15.8K engagements
"Call Thursday 12/11 at 2:00pm ET $NFLX $WBD The central question is straightforward: is this thesis drift or a high-ROIC opportunistic acceleration of Netflixs long-term vision A lot of analysis and data to go though as we dive deep into the deal structure and market/industry impact. Please contact sales@hedgeye.com for access"
X Link 2025-12-07T15:05Z 35.2K followers, 10.1K engagements
"$CFLT you knew it was going to happen eventually"
X Link 2025-12-08T03:42Z 35.2K followers, 5140 engagements
"I cant wait to read the disclosures that come out of this bidding process $NFLX $WBD $PSKY"
X Link 2025-12-08T14:11Z 35.2K followers, 4122 engagements
/creator/x::HedgeyeComm