# ![@SamofAmerica Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1271213808355328005.png) @SamofAmerica SAM R

SAM R posts on X about ai, stocks, $amat, $hgro the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1271213808355328005/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:interactions.svg)

- [--] Week [-------] +1,272%
- [--] Month [-------] +844%
- [--] Months [-------] +12,465%
- [--] Year [-------] +99,944%

### Mentions: [--] [#](/creator/twitter::1271213808355328005/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:posts_active.svg)

- [--] Month [--] -57%
- [--] Months [--] +613%
- [--] Year [--] +2,067%

### Followers: [-----] [#](/creator/twitter::1271213808355328005/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:followers.svg)

- [--] Week [-----] +22%
- [--] Month [-----] +53%
- [--] Months [-----] +381%
- [--] Year [-----] +13,379%

### CreatorRank: [-------] [#](/creator/twitter::1271213808355328005/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1271213808355328005/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [products](/list/products)  [countries](/list/countries) 

**Social topic influence**
[ai](/topic/ai), [stocks](/topic/stocks), [$amat](/topic/$amat) #37, [$hgro](/topic/$hgro) #1, [meta](/topic/meta), [$googl](/topic/$googl), [all the](/topic/all-the), [investment](/topic/investment), [bullish](/topic/bullish) #706, [growth](/topic/growth) #2327

**Top accounts mentioned or mentioned by**
[@hedgeye](/creator/undefined) [@dougkass](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@hedgeyeam](/creator/undefined) [@hedgeyetech](/creator/undefined) [@rpkent](/creator/undefined) [@gnoble79](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@thestalwart](/creator/undefined) [@kbogacki22245](/creator/undefined) [@jmllubber](/creator/undefined) [@msmjabberwocky](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@hedgyetech](/creator/undefined) [@contrariancurse](/creator/undefined) [@firstadopter](/creator/undefined) [@10009nyny](/creator/undefined) [@t1alpha](/creator/undefined)

**Top assets mentioned**
[Applied Materials, Inc. (AMAT)](/topic/$amat) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Stacks (STX)](/topic/$stx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Coherent Inc (COHR)](/topic/$cohr) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Teradyne, Inc. (TER)](/topic/$ter) [Netflix Inc (NFLX)](/topic/$nflx) [Arcblock (ABT)](/topic/$abt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GavinSBaker This is a great point. AI will precipitate the start of performance dispersion in this group as the structurally weaker companies start to relatively fade. There will massive amounts of alpha out there if you can place the right bets. I think GOOGL will be the first casualty"  
[X Link](https://x.com/SamofAmerica/status/1759979455341036022)  2024-02-20T16:32Z [--] followers, [---] engagements


"@HedgeyeComm My best guess is that earnings are way too high in the out years. The market has an uncanny way of knowingcheap stocks are deceptively cheap as earnings are too high. We used to call them value traps in the old days"  
[X Link](https://x.com/SamofAmerica/status/1833273097912201317)  2024-09-09T22:35Z [--] followers, [---] engagements


"Wrt revenue growth (price x volume) over the last two years Nvidia has massively benefited from price dominating - its been great to invest in shortages Going forward if P falls but V continues to grow how will the market interpret that Will that hand-off be painless"  
[X Link](https://x.com/SamofAmerica/status/1884678072118415681)  2025-01-29T19:00Z [--] followers, [--] engagements


"I am excited to announce that Hedgeye Asset Management is launching its first active ETF the Hedgeye Quality Growth ETF (NYSE: HGRO) which I will be managing. For important information about the fund please click here www.hedgeyeam/HGRO or email info@hedgeyeam.com for more information"  
[X Link](https://x.com/SamofAmerica/status/1932763895300538603)  2025-06-11T11:36Z [---] followers, [----] engagements


"The Hedgeye Quality Growth ETF is live 🚀 💡A concentrated actively managed large cap equity portfolio that combines fundamental analysis thematic investing and portfolio construction Our mission: invest in great companies invest in big themes and build a portfolio for the long term 👉 for more information about the fund please click here #ActiveETF #GrowthInvesting #ThematicInvesting #HGRO http://www.hedgeyeam.com/HGRO http://www.hedgeyeam.com/HGRO"  
[X Link](https://x.com/SamofAmerica/status/1937173378638471455)  2025-06-23T15:38Z [---] followers, [---] engagements


"With this recent oil spike a lot of smart E&P companies must have hedged their production for the yearso theres an incentive to keep rigs on line First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to [--] now says it plans to keep it flat at [--]. We've decided we're just going to steady as she goes CEO Thomas Jorden says #OOTT https://t.co/y6qLugTGqv First shale company to U-turn on plans to reduce drilling Coterra Energy which earlier this year said it would cut its Permian oil rig count to [--] now says it"  
[X Link](https://x.com/SamofAmerica/status/1937565935881327089)  2025-06-24T17:38Z [---] followers, [---] engagements


"@redwings924 In Quad [--] environments we will be dynamic in reducing portfolio beta tactically using inverse ETFs and in some situations will utilize options to minimize drawdowns"  
[X Link](https://x.com/SamofAmerica/status/1937587084253884732)  2025-06-24T19:02Z [---] followers, [--] engagements


"Hey Mark. Just responding to your question. I manage HGRO. The strategy is a fundamental research driven strategy one that I managed for Ned Johnson. It is focused on long term capital appreciation. Most of the time good stocks with strong fundamentals will have positive signal strength. But that is not always the case. In the case of AAPL I like it long term for fundamental reasons but recognize that it is out of favor now. I am underweight relative to the benchmark. The stock selection in the portfolio is fundamental research driven but I use the macro quad model to help build a portfolio"  
[X Link](https://x.com/SamofAmerica/status/1938435331034173535)  2025-06-27T03:12Z [---] followers, [--] engagements


"@kyleCbinder @patrick_oshag See below: [----] revenue (GAAP) 749m Using Q1 [----] ARR running over 900m"  
[X Link](https://x.com/SamofAmerica/status/1940544810320121979)  2025-07-02T22:55Z [---] followers, [---] engagements


"This is part of the endgame for private equity - selling these money-losing investments to the last remaining suckers and then walking away before it blows upunbelievable White House Readies Order to Bring Private Equity to 401(k)s Summary by Bloomberg AI The Trump administration is finalizing an executive order to allow 401(k) retirement savings plans to invest in private equity according to people familiar with the matter. The move would ease legal concerns that have kept alternative assets out of most worker defined-contribution plans and would be a major win for the industry which has"  
[X Link](https://x.com/SamofAmerica/status/1945265429850808559)  2025-07-15T23:33Z [---] followers, [---] engagements


"Do you want to invest in the big growth trends without the volatility of those thematic innovation funds 🤔 The Hedgeye Quality Growth Fund ($HGRO) invests selectively in these same big growth themes but spreads bets across sectors and stocks. This means better risk-adjusted return potential. The growth themes we are investing in: 🚀 AI and how it could disrupt industries and change market leadership ⚡ A potential power and manufacturing infrastructure boom ✂ Financial deregulation could benefit big banks and Decentralized Finance 🦋 Millennials and Gen Z are changing consumption patterns"  
[X Link](https://x.com/SamofAmerica/status/1950252192167825821)  2025-07-29T17:48Z [---] followers, [----] engagements


"In the Hedgeye Quality Growth Fund (HGRO) we have a differentiated view on growth companies. Case in point: Netflix (NFLX) Once a disruptor it is now a margin-expanding compounder. A dominant incumbent that is growing its global scale to leverage its content spend and accelerate free cash flow growth thus blowing away the narrow-minded valuation frameworks that misunderstood the power of this business model. To learn more about our other best ideas in the fund and for important information about the fund please visit #Netflix http://www.hedgeyeam.com/HGRO http://www.hedgeyeam.com/HGRO"  
[X Link](https://x.com/SamofAmerica/status/1961151426811326848)  2025-08-28T19:38Z [---] followers, [----] engagements


"Tom Brady on NFL QBs: Vikings' McCarthy Rams' Stafford Chiefs' Mahomes. via @YouTube Tom Brady - one of one. Worth watching to study how to be great https://youtu.be/cckegD2VlQwsi=qCZd33gdriljyt4I https://youtu.be/cckegD2VlQwsi=qCZd33gdriljyt4I"  
[X Link](https://x.com/SamofAmerica/status/1966651573339111905)  2025-09-12T23:54Z [---] followers, [---] engagements


"@KeithMcCullough @RPKent Agree with you Keith Wow - I forgot how high VIX got in 1999"  
[X Link](https://x.com/SamofAmerica/status/1968980359443345550)  2025-09-19T10:07Z [---] followers, 11K engagements


"@TZeifang @Hedgeye Ha I lived through that period and lets just say the accounting methods used then were suboptimal"  
[X Link](https://x.com/SamofAmerica/status/1970958887563219014)  2025-09-24T21:09Z [---] followers, [--] engagements


"For the bubble fear-mongers out there Interesting take. [----]. Interesting take. 1999"  
[X Link](https://x.com/SamofAmerica/status/1971932360339083752)  2025-09-27T13:38Z [---] followers, [---] engagements


"@HedgeyeComm Call me"  
[X Link](https://x.com/SamofAmerica/status/1974521857610330578)  2025-10-04T17:07Z [---] followers, [---] engagements


"Using the analogy whenever $AMZN entered a new industry the incumbents valuations compressed and never recovered. Likewise OpenAI has negative margins. Their public competitors have positive margins. To quote Jeff Bezos - Your margin is our opportunity. http://dot.com http://dot.com Some thoughts going into @OpenAI DevDay tomorrow The next phase of software is prompt to production. Software wont be written in the traditional sense 5+ years from now itll be requested. Enterprises and consumers will increasingly describe what they want and the http://dot.com http://dot.com Some thoughts going"  
[X Link](https://x.com/SamofAmerica/status/1974994929165435161)  2025-10-06T00:27Z [---] followers, [----] engagements


"This is a really good point. It is not so much the scale of the numbers its the game theory aspect of this that is more important. OpenAI and to some extent $NVDA is crowding out the supply chain and overall market forcing competitors like $META into a tough position. Either they stay on track with their capex plans or they step it up again significantly to stay on pace with OpenAI and Anthropic. Neither is an easy choice and potentially has longer term implications for the stock The problem with $META is that Zuck has publicly stated that $META will have by far the greatest compute per"  
[X Link](https://x.com/SamofAmerica/status/1975663007871991852)  2025-10-07T20:42Z [---] followers, [----] engagements


"True - i will be watching your data wrt their top line - dont think it is a slam dunk for Q3. The OpenAi deals have raised the ante for META - game theory - does META go big developing their own competitive LLM or go to the app layer. Ball is in their court @SamofAmerica But if they keep going 20% top line no one will care and glasses I think are going to take off. But man they need to figure this out. @SamofAmerica But if they keep going 20% top line no one will care and glasses I think are going to take off. But man they need to figure this out"  
[X Link](https://x.com/SamofAmerica/status/1976465776166175188)  2025-10-10T01:52Z [---] followers, [---] engagements


"Wouldnt that be bullish for Chinese equities"  
[X Link](https://x.com/SamofAmerica/status/1976545505309020658)  2025-10-10T07:09Z [---] followers, [----] engagements


"If the news is leaking they already have the next guy lined up @SamofAmerica Yes and no. Yes the next premier might be more dovish/lenient on US geopolitics No markets hate uncertainty and theres gonna be an insane knife fight to see who replaces Xi SSE and onshore markets dumping (maybe related to Xi news idk) @SamofAmerica Yes and no. Yes the next premier might be more dovish/lenient on US geopolitics No markets hate uncertainty and theres gonna be an insane knife fight to see who replaces Xi SSE and onshore markets dumping (maybe related to Xi news idk)"  
[X Link](https://x.com/SamofAmerica/status/1976547339251888362)  2025-10-10T07:16Z [---] followers, [----] engagements


"Financials have been amongst the best performers so far in [----]. One reason is that deregulation has the potential to unlock trapped capital and can allow the big banks to grow their balance sheet - Banks as growth stocks Financial innovation is coming in the form of stablecoin regulation and throw in an explosion of Initial Public Offerings and Mergers and Acquisitions we at the Hedgeye Quality Growth Fund (HGRO) are excited about investing in some great businesses in financials e.g. $JPM $WFC $GS $CFG. To learn more about the fund holdings and for important information about the fund please"  
[X Link](https://x.com/SamofAmerica/status/1963682704488009961)  2025-09-04T19:16Z [---] followers, [---] engagements


"Important event catalyst coming for AAPL next week. But [----] is potentially a huge year for AAPL - AI partnerships in search and Siri 👇 and maybe a foldable iPhone later in the year. The average age of iPhones installed base might the oldest in its history so the potential for a big replacement cycle is there next year. I would not be surprised to see AAPL put up a 20% iPhone revenue growth number toward the end of [----]. #Apple BREAKING: Apple is planning an AI-powered web search tool to compete with ChatGPT and Perplexity for next year. Its also currently leaning towards working with Google"  
[X Link](https://x.com/SamofAmerica/status/1963685435206746269)  2025-09-04T19:27Z [---] followers, [---] engagements


"Impressive - congratulations"  
[X Link](https://x.com/SamofAmerica/status/1976028607790317843)  2025-10-08T20:55Z [----] followers, [---] engagements


"Question - is private equity a Ponzi scheme right now Excellent thread. Excellent thread"  
[X Link](https://x.com/SamofAmerica/status/1978582117077430592)  2025-10-15T22:01Z [---] followers, [----] engagements


"The problem is mostly in private credit and private equity. Everyone involved is trying to get liquidity but they are going to take a haircut. Marks getting out may be because there is so much dumb new money in private credit. I mean really dumb and price-irrational. You will likely hear of more bad credit exposures in the news. It is still likely localized but when these things happen everyone starts raising liquidity. The Fed will likely come in a cut rates and stop QT. That is the markets backstop. Quality liquid assets will get bid up during the shake-up and coming out of it as the market"  
[X Link](https://x.com/SamofAmerica/status/1979295468833366472)  2025-10-17T21:16Z [---] followers, [---] engagements


"To all the panic sellers in $GOOGL on the OpenAI search nothing burger enjoy the after market rip on the Anthropic TPU deal"  
[X Link](https://x.com/SamofAmerica/status/1980755742731698666)  2025-10-21T21:59Z [---] followers, 10K engagements


"I appreciate your support. Short term markets can be really tricky to navigate. Most of the investors in my strategy are focused on long term capital appreciation - not that the short term is not important which is why I pay acute attention to the Quad roadmap and signals. Regardless of what happens I will be honest and transparent with all my investors whether things are going well or not. Im long all of the @HedgeyeAM ETFs btw Im long all of the @HedgeyeAM ETFs btw"  
[X Link](https://x.com/SamofAmerica/status/1981004144321466536)  2025-10-22T14:26Z [---] followers, [----] engagements


"@RPKent @FT And theyre about to dump it all into your 401ks"  
[X Link](https://x.com/SamofAmerica/status/1981491750641271007)  2025-10-23T22:43Z [---] followers, [--] engagements


"Excellent call by @HedgeyeTech on $AAPL today with lots of great new content. Reach out to the team for the replay. I am also very optimistic on $AAPL for [----] and would not be surprised if they put up a 20% revenue growth number in Q4 [----] due to the following: [--]. Another inflection higher in the replacement cycle as Felix called out. [--]. The foldable iPhone. [--]. The new AI features even if basic will garner a lot of attention further boosting replacement given the age of the installed base. Historically the stock moves 6+ months ahead of new iPhone launches. $AAPL TO OUTPERFORM MAG7 IN 2026"  
[X Link](https://x.com/SamofAmerica/status/1981806889857167471)  2025-10-24T19:35Z [---] followers, 26K engagements


"Quick update on earnings this evening: As I mentioned on the Macro Show on Tuesday the market was rallying into a lot of big events this week. Thats ok - it happens. No stress here. On the big tech earnings: GOOGL - very strong numbers much better than expected so its up after hours and validates that it is likely an AI winner. MSFT - strong numbers but mostly in line with high expectations so the stock is down 3-4% after hoursso back to where it opened on Monday morning Fundamentals intact so no sweat. Their cloud biz cant grow any faster as they are capacity constrained. META - Strong"  
[X Link](https://x.com/SamofAmerica/status/1983676749914255705)  2025-10-29T23:26Z [---] followers, [---] engagements


"@The_Huntsman23 @Hedgeye @HedgeyeAM Hard to say short termwatch Keiths signals for guidance. Remember Quad [--] is good for IWM"  
[X Link](https://x.com/SamofAmerica/status/1983900258259161258)  2025-10-30T14:14Z [---] followers, [--] engagements


"@KBogacki22245 @KeithMcCullough I think it makes sense to look at it together as you dont want overlapping bets that overexpose you. As always make sure you are diversified and are taking risk in line with your risk tolerance"  
[X Link](https://x.com/SamofAmerica/status/1983900844249457029)  2025-10-30T14:16Z [---] followers, [--] engagements


"Update on earnings tonight: And then there were two $AAPL - had solid numbers but given the strong demand for iPhone [--] most of the orders fall into Q4. In an unusual move AAPL guided explicitly for Q4 signaling double digit revenue and iPhone growth - a sharp acceleration. Services crushed it with 15% growth. [----] is going to be a big year for AAPL. $AMZN - going into the numbers it had the lightest positioning and there was a lot of bear porn out there on how they were falling behind. On the only number that mattered they crushed it reporting 20% growth in AWS. AWS will continue to"  
[X Link](https://x.com/SamofAmerica/status/1984018844294295892)  2025-10-30T22:05Z [---] followers, [----] engagements


"Trying something new - Hope you all enjoy it Give us your feedback https://hedgeyetv.com/m/UaVpG71m/protect-the-pile-a-hedgeye-asset-management-podcast-episode-1r=q3IKkz9X https://hedgeyetv.com/m/UaVpG71m/protect-the-pile-a-hedgeye-asset-management-podcast-episode-1r=q3IKkz9X"  
[X Link](https://x.com/SamofAmerica/status/1984737300404920719)  2025-11-01T21:40Z [---] followers, 16.8K engagements


"There is a bull market going on in lots of sectors - Tech/AI Healthcare Big banks Aerospace Power and certain commodities to name a few. Its a free country - you can buy what you want. I am just making a comment on sentiment. I am diversified across all of the above and more. @SamofAmerica I can't sit still in an investment if I'm waiting for the wheels to fall off. Easier for me to make money on commodities. I think they will double before AI stocks will at these prices so it's easier & less risky to bet on that. Its worked as well as the tech trade this year @SamofAmerica I can't sit still"  
[X Link](https://x.com/SamofAmerica/status/1988704211236745637)  2025-11-12T20:23Z [---] followers, [---] engagements


"Question for management of $ABT: What the hell are you doing"  
[X Link](https://x.com/SamofAmerica/status/1991243351090221299)  2025-11-19T20:33Z [---] followers, [---] engagements


"There was decent call buying in $NVDA today into earnings so some upside was pulled forward. Having said that the numbers and commentary were really strong. Most important metric to focus on - performance per watt. The US is watt-constrained/power-constrained so better performance per watt is gold for hyperscaler customers. Blackwell is 10x the last generation. Power in the US is THE rate-limiting factor"  
[X Link](https://x.com/SamofAmerica/status/1991298850296926680)  2025-11-20T00:13Z [---] followers, [---] engagements


"Ill take a look Thanks for the idea @SamofAmerica You may want to put SOLS- Solstice Advanced Materials on your HGRO radar. Spinoff from Honeywell.it maybe be in the sweet-spot of nuclear and AI buildout. @SamofAmerica You may want to put SOLS- Solstice Advanced Materials on your HGRO radar. Spinoff from Honeywell.it maybe be in the sweet-spot of nuclear and AI buildout"  
[X Link](https://x.com/SamofAmerica/status/1996620072904020213)  2025-12-04T16:38Z [----] followers, [---] engagements


"Thanks man If I win you all win. Have a good one. @SamofAmerica Rooting for you in a lot of ways and $ Lol- have a great day @SamofAmerica Rooting for you in a lot of ways and $ Lol- have a great day"  
[X Link](https://x.com/SamofAmerica/status/1996653427074781684)  2025-12-04T18:50Z [----] followers, [---] engagements


"@JonathanKr87391 Its a really interesting idea. Not without risk - Im not totally sold on the smart glass TAMit may not be that different from the smart watch - a big wearable market but at this valuation I think it has to be bigger. Needless to say Im looking at it"  
[X Link](https://x.com/SamofAmerica/status/1998481617611100298)  2025-12-09T19:55Z [----] followers, [--] engagements


"@HedgeyeDJ Glad to hear you are doing well"  
[X Link](https://x.com/SamofAmerica/status/1998515708477747528)  2025-12-09T22:10Z [----] followers, [---] engagements


"At the end of the day $ORCL is not going to have any problems raising financing. Zero. Will it be a good stock Thats a totally different question. This is Larry Ellisons company and he manages it for Larry Ellison not shareholders. @Aelthemplaer 150bp in CDS is not the end of the world. @Aelthemplaer 150bp in CDS is not the end of the world"  
[X Link](https://x.com/SamofAmerica/status/2002169841130627387)  2025-12-20T00:11Z [----] followers, [---] engagements


"I enjoyed writing this. I hope its insightful. Lmk what lessons you have learned that changed you as an investor and a person. [----] Reflections From Hedgeye Asset Management Portfolio Manager Sam Rahman [----] Reflections From Hedgeye Asset Management Portfolio Manager Sam Rahman"  
[X Link](https://x.com/SamofAmerica/status/2007177501131583974)  2026-01-02T19:49Z [----] followers, [----] engagements


"When you have days like today you should take a moment to appreciate it. HAM ETF strategies had a good day today and a good new year so far. It doesnt happen by chance. Its a process: [--]. Idea generation [--]. Position sizing [--]. Portfolio construction [--]. Risk management Rinse and repeat. There will be tougher days but for today you enjoy the good ones. @KeithMcCullough @HedgeyeAM @Hedgeye https://twitter.com/i/web/status/2008671261543760270 https://twitter.com/i/web/status/2008671261543760270"  
[X Link](https://x.com/SamofAmerica/status/2008671261543760270)  2026-01-06T22:45Z [----] followers, 10.7K engagements


"@JohnDoss1 As much as 30% of new single family and multi family construction was being bought up by private equity. Without that buyer supply will increase. Incentives to build more housing will likely be coming this year"  
[X Link](https://x.com/SamofAmerica/status/2008981842419191939)  2026-01-07T19:19Z [----] followers, [---] engagements


"In the past [--] months the precious metals trade has made the AI trade look like the JV team. From here I am closely watching @KeithMcCullough s signals to risk manage this beast. @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2009069772512874759)  2026-01-08T01:08Z [----] followers, 14.1K engagements


"You cant beat that I'll have my Precious Metals Risk Range Signals modeled for you by 6AM ET I'll have my Precious Metals Risk Range Signals modeled for you by 6AM ET"  
[X Link](https://x.com/SamofAmerica/status/2009074436201492848)  2026-01-08T01:27Z [----] followers, [----] engagements


"Low volume pullback days like today are great. It gives you an opportunity to reposition the portfolio and buy/add to strong stocks on pullbacks and sell/trim weakening momentum stocks. Then your portfolio is better aligned for the market recovery. I call it Clean-up Days. @KeithMcCullough @Hedgeye @HedgeyeAM https://twitter.com/i/web/status/2009363721773351339 https://twitter.com/i/web/status/2009363721773351339"  
[X Link](https://x.com/SamofAmerica/status/2009363721773351339)  2026-01-08T20:36Z [----] followers, 15.7K engagements


"Big narrative day today. The markets implied volatility indicating a lot of hedging into the events. Will the hedged pot boil That and the systematic flows coming into the market that is a pretty big backboard for you to play against"  
[X Link](https://x.com/SamofAmerica/status/2009611376927588372)  2026-01-09T13:01Z [----] followers, [----] engagements


"If you understand the $AAPL and $GOOGL relationship going way back to their search partnership this should not be a surprise. Big win for $GOOGL $AAPL picks $GOOGL's Gemini to run Siri. Multi-year partnership leaning on $GOOGL's Gemini models and cloud technology. $AAPL statement: "After careful evaluation we determined that Google's technology provides the MOST capable foundation for Apple Big win for $GOOGL $AAPL picks $GOOGL's Gemini to run Siri. Multi-year partnership leaning on $GOOGL's Gemini models and cloud technology. $AAPL statement: "After careful evaluation we determined that"  
[X Link](https://x.com/SamofAmerica/status/2010750252463050775)  2026-01-12T16:26Z [----] followers, [---] engagements


"Earnings season kicks off this week with some notable companies: $JPM $GS $MS $JBHT To mention a few @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2010773611632562332)  2026-01-12T17:59Z [----] followers, [---] engagements


"At the very least on the surface this sounds like a business model change which should raise red flags everywhere $META @Hedgeye $META its goes without saying that if META had any AI products worth a damn they wouldn't be looking at selling compute $META its goes without saying that if META had any AI products worth a damn they wouldn't be looking at selling compute"  
[X Link](https://x.com/SamofAmerica/status/2010825567260627414)  2026-01-12T21:25Z [----] followers, [---] engagements


"iPhone users already voting with their feet. Following the announcement that Gemini will power Apple's AI features our data shows that iPhone users have increasingly adopted Gemini during [----]. https://t.co/VzTGRDMzov Following the announcement that Gemini will power Apple's AI features our data shows that iPhone users have increasingly adopted Gemini during [----]. https://t.co/VzTGRDMzov"  
[X Link](https://x.com/SamofAmerica/status/2011145794804727846)  2026-01-13T18:38Z [----] followers, [----] engagements


"Software stocks were hammered today the main reason probably being Claude Cowork. While in limited release a preview shows tangible utility of how AI can make non-coding work more productive. [----] may surprise us all with real utility from AI with some important upcoming catalysts: Broader release of Claude Cowork New LLMs trained on Blackwell (10x better than last generation of GPUs) Apple Intelligence Given the reaction of the software complex there are likely more losers than winners. That is what disruption looks like. @HedgeyeComm @HedgeyeTech @Hedgeye @HedgeyeAM @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2011256507485012468)  2026-01-14T01:58Z [----] followers, 24.2K engagements


"@brooklynboy436 Thank you Days like these are great as you get to reload reposition. The marketss implied volatility is really high"  
[X Link](https://x.com/SamofAmerica/status/2011507451791884622)  2026-01-14T18:35Z [----] followers, [--] engagements


"@KeithMcCullough $TSM might be the stock of the morning"  
[X Link](https://x.com/SamofAmerica/status/2011780030368559500)  2026-01-15T12:38Z [----] followers, [---] engagements


"The power theme is changing. Theres too long a wait for utility scale gas turbines. Concerns about electricity prices and data centers resiliency are pushing hyperscalers in a new direction. BYOG - bring your own generation. Data centers will continue to get built but their power is coming more from on site generation - smaller scale turbines solar solid state batteries and - eventually- small modular reactors. $CAT $HAL $FSLR $BE $TE @Hedgeye @HedgeyeIndstrls @HedgeyeENERGY @HedgeyeAM"  
[X Link](https://x.com/SamofAmerica/status/2011852213426012249)  2026-01-15T17:25Z [----] followers, 11.6K engagements


"Lutnickthe markets kryptonite @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2011886912160596022)  2026-01-15T19:43Z [----] followers, [---] engagements


"@KeithMcCullough Semis like the metals are hot commodities"  
[X Link](https://x.com/SamofAmerica/status/2012112622334984664)  2026-01-16T10:40Z [----] followers, [---] engagements


"@KeithMcCullough Keep calm and carry on (and execute the process)"  
[X Link](https://x.com/SamofAmerica/status/2013933478438387774)  2026-01-21T11:15Z [----] followers, [----] engagements


"Anthropic IPO this year is going to be something else Jensen Huang Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it. Sam 👀 https://t.co/Ie2WO2BdD4 Jensen Huang Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it. Sam 👀 https://t.co/Ie2WO2BdD4"  
[X Link](https://x.com/SamofAmerica/status/2014280793623797920)  2026-01-22T10:15Z [----] followers, [---] engagements


"@jmllubber @Hedgeye Compare that to SPXcumulative And sincerely all the best to her"  
[X Link](https://x.com/SamofAmerica/status/2014381901222457848)  2026-01-22T16:57Z [----] followers, [--] engagements


"@jmllubber @Hedgeye Good for you Nobody perfect in this biz so agree with there You cherry-picked the times but whatever"  
[X Link](https://x.com/SamofAmerica/status/2014389170173534670)  2026-01-22T17:26Z [----] followers, [--] engagements


"This is what @HedgeyeComm and I talked about on a fireside chat last week. If the model becomes a commodity scale and access to a big balance sheet are the only advantages. The future value is in proprietary multi-modal models (SLMs) and AI-native apps built on LLMs and SLMs. @Hedgeye @HedgeyeAM As Larry Ellison $ORCL says all AI models ChatGPT Gemini Grok Llama are trained on the same publicly available internet data. Thats the main reason AI models are becoming commoditized. The real moat isnt the model. Its proprietary data. Training models on data no https://t.co/SOS0YJaCXA As Larry"  
[X Link](https://x.com/SamofAmerica/status/2015127257753297198)  2026-01-24T18:19Z [----] followers, [----] engagements


"Good question. Hard to give allocation percentages as a lot depends on your risk tolerance. I would suggest using Hedgeyes macro forecasts to determine how much risk you want to take. For example now we have a pretty bullish risk-on view of the market heading into late summer. In that scenario you probably want to lean more risk-on and long equity exposure. Conversely in Quad [--] scenarios you up your defensive and hedged allocations. Each of the ETFs give you something different and collectively it should allow you to preserve protect and grow your pile. Good luck."  
[X Link](https://x.com/SamofAmerica/status/2015957627558154550)  2026-01-27T01:18Z [----] followers, [--] engagements


"Going for growth This IPO is going to rock the house Anthropic just went in for the kill lowered subscriber pricing on team plan 10-minutes ago https://t.co/vA71rqrTvi Anthropic just went in for the kill lowered subscriber pricing on team plan 10-minutes ago https://t.co/vA71rqrTvi"  
[X Link](https://x.com/SamofAmerica/status/2016697950471086085)  2026-01-29T02:20Z [----] followers, [---] engagements


"Whether it is cloud growth or AI compute growth if demand exceeds supply then the only growth rate you can deliver is what you can supply. Availability of infrastructure is the rate determining step. #MSFT #AI @Hedgeye @HedgeyeComm @HedgeyeTech"  
[X Link](https://x.com/SamofAmerica/status/2016703537858674853)  2026-01-29T02:42Z [----] followers, [---] engagements


"Wowwhat is going on in China LME copper trading at a new all time high this morning at $14125 per tonne LME copper trading at a new all time high this morning at $14125 per tonne"  
[X Link](https://x.com/SamofAmerica/status/2016804736825987383)  2026-01-29T09:24Z [----] followers, [---] engagements


"Copper overnight looking at the metals trade and saying hold my beer Global Liquidity Cycle Accelerating = Long Gold Metals EM etc. Global Liquidity Cycle Accelerating = Long Gold Metals EM etc"  
[X Link](https://x.com/SamofAmerica/status/2016815088892575867)  2026-01-29T10:06Z [----] followers, [----] engagements


"Theres not enough compute bottlenecks are significant and theres tons of capital ready to invest in AI. Focus on the signal because theres a lot of noise. #AI $GOOGL $AMZN $NVDA $SNDK $MU $STX $COHR @Hedgeye @HedgeyeAM Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U https://t.co/TkHaUodsnC Genie [--] from $GOOGL is mind blowing. and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U https://t.co/TkHaUodsnC"  
[X Link](https://x.com/SamofAmerica/status/2017243466548334978)  2026-01-30T14:28Z [----] followers, [---] engagements


"Disneys AI pivot incoming @HedgeyeComm Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS https://t.co/MAssmdusur Congrats to Ben A sell-side analyst Ive always had immense respect for. His insights were top-tier even during our disagreements. $DIS https://t.co/MAssmdusur"  
[X Link](https://x.com/SamofAmerica/status/2017263546594193842)  2026-01-30T15:48Z [----] followers, [----] engagements


"I wrote about this in a note yesterday. Stay with the process and the quad roadmap from @Hedgeye Macro. Top two largest tech stocks were trading at 70Xs and 100Xs. Its no where near the same. Top two largest tech stocks were trading at 70Xs and 100Xs. Its no where near the same"  
[X Link](https://x.com/SamofAmerica/status/1970954989276385523)  2025-09-24T20:54Z [----] followers, 12.1K engagements


"Please everyone: If you are buying the individual stocks - Position size - these are riskier energy names Stops - be disciplined on this; limit your downside @KeithMcCullough @Hedgeye teaches this every day"  
[X Link](https://x.com/SamofAmerica/status/1973447143861133428)  2025-10-01T17:57Z [----] followers, 15.5K engagements


"Locked in It's 5:19AM. Who's running YOUR money What are they doing right now It's 5:19AM. Who's running YOUR money What are they doing right now"  
[X Link](https://x.com/SamofAmerica/status/1983483912111505592)  2025-10-29T10:39Z [----] followers, [---] engagements


"We have officially entered OG mode $STX $ADI $VSCO Chips and lingerie breaking out to new highs Anyone else long this $STX Big rip eh @SamofAmerica Anyone else long this $STX Big rip eh @SamofAmerica"  
[X Link](https://x.com/SamofAmerica/status/2008640987435057637)  2026-01-06T20:45Z [----] followers, [---] engagements


"@Tbailey_59 @HedgeyeRJM The simple answer is all of them But in all seriousness: Consider your risk tolerance How diversified do you want to be relative to your existing investments Consider your holding period"  
[X Link](https://x.com/SamofAmerica/status/2008680542552944663)  2026-01-06T23:22Z [----] followers, [---] engagements


"$HGRO Building a portfolio is like building a telescope - you need multiple lenses to get a sharper focus (and a better Sharpe ratio). These are the lenses I use to manage $HGRO: * Fundamental Lens - identifying great companies with accelerating fundamentals * Signal Strength Lens - confirming whether the market signals and flows support the fundamental inflection * Thematic Lens - concentrating research on powerful secular growth trends * Quad Roadmap Lens - using a multi-factor quantamental macro process to identify regime shifts and allocate to the right sectors at the right time *"  
[X Link](https://x.com/SamofAmerica/status/2009338724333629781)  2026-01-08T18:57Z [----] followers, [----] engagements


"@nimishx $350bn plus"  
[X Link](https://x.com/SamofAmerica/status/2014286919312498929)  2026-01-22T10:39Z [----] followers, [--] engagements


"$HGRO The Next Phase of AI The biggest technological shift since the internet is entering a new chapter. Hype is giving way to reality - and performance dispersion. The list of true long-term winners may be narrow. In a focused strategy like $HGRO we are zeroed-in on companies building durable products and real businesses as AI scales. * We target platform companies vertically integrated across applications infrastructure and distribution * We identify remaining bottlenecks - like power and memory - that must be solved for AI to scale * We look for early adopters using AI to cut costs boost"  
[X Link](https://x.com/SamofAmerica/status/2015953490636353844)  2026-01-27T01:02Z [----] followers, [----] engagements


"@KeithMcCullough KOSDAQ officially in bananas territory"  
[X Link](https://x.com/SamofAmerica/status/2016704698334548150)  2026-01-29T02:47Z [----] followers, [---] engagements


"@HedgeyeComm @RealJimChanos What a biz Does the calculation include off balance sheet financing"  
[X Link](https://x.com/SamofAmerica/status/2016719162605719724)  2026-01-29T03:44Z [----] followers, [---] engagements


"#bottlenecks In investment cycles buy the shortage. @Hedgeye @HedgeyeComm @HedgeyeTech $SNDK $MU $STX #AI #Tech #Semiconductor A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): [--]. According to him right now HBM is considered the most critical commodity and is facing the most severe supply https://t.co/Bz2HBLc1tL A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN $MSFT $GOOGL): 1."  
[X Link](https://x.com/SamofAmerica/status/2017265506143596688)  2026-01-30T15:55Z [----] followers, [---] engagements


"Looks like the early SpaceX investors might get shafted An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that) AI company with limited real revenue (+ Twitter) ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders. SpaceX doesnt need xAI. https://t.co/kf7aPofQ3y An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that) AI company with limited real revenue (+ Twitter) ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders."  
[X Link](https://x.com/SamofAmerica/status/2018493845407772970)  2026-02-03T01:16Z [----] followers, [---] engagements


"@DiogenesCapital @Hedgeye @HedgeyeAM Good question and I honestly dont know. If you read the details in the fund I believe he has a junior PM in charge of it"  
[X Link](https://x.com/SamofAmerica/status/2018635617001943299)  2026-02-03T10:40Z [----] followers, [--] engagements


"@DeItaone No kidding It has to be for the private equity bros"  
[X Link](https://x.com/SamofAmerica/status/2018859495632539669)  2026-02-04T01:29Z [----] followers, [---] engagements


"I dont think software will settle at a floor until you get to EV/FCF ex stock-based comp. With terminal value now in question whether fair or not true FCF (and its sustainability) might be the only thing that matters. Guessing we will see more dispersion as there are software companies out there that will NOT be replaced by enterprise customers and will integrate AI into their products. But it may not be a long list https://twitter.com/i/web/status/2018861186775732280 https://twitter.com/i/web/status/2018861186775732280"  
[X Link](https://x.com/SamofAmerica/status/2018861186775732280)  2026-02-04T01:36Z [----] followers, [---] engagements


"@KeithMcCullough ADI TXN are analog semis so go into everything I call them industrial semis ADI is biggest tech active in the ETF Thanks Keith"  
[X Link](https://x.com/SamofAmerica/status/2019090492953338318)  2026-02-04T16:47Z [----] followers, [----] engagements


"$GOOGL just threw down the gauntlet If you are on the outside looking in you are falling further and further behind and will need to ramp capex to keep up Not good if you are a $META $TSLA or even $MSFT shareholder Also dont forget the OBBBA gives these hyperscalers major tax breaks which will allow them to generate more FCF More FCF = more capex Guess who benefits @Hedgeye @HedgeyeComm @HedgeyeTech $GOOGL @KeithMcCullough https://twitter.com/i/web/status/2019162158378909999 https://twitter.com/i/web/status/2019162158378909999"  
[X Link](https://x.com/SamofAmerica/status/2019162158378909999)  2026-02-04T21:32Z [----] followers, 14.1K engagements


"@munster_gene That capex number raised the moat wall for anyone on the outside looking in Think of the companies that do NOT have an LLM but want an LLM Thats your short list"  
[X Link](https://x.com/SamofAmerica/status/2019165544377905249)  2026-02-04T21:45Z [----] followers, [----] engagements


"@HedgeyeComm @Hedgeye Notice their subtle overtures to Anthropic"  
[X Link](https://x.com/SamofAmerica/status/2019194216069624060)  2026-02-04T23:39Z [----] followers, [---] engagements


"@TheStalwart Short raid in Shanghai"  
[X Link](https://x.com/SamofAmerica/status/2019378888707830112)  2026-02-05T11:53Z [----] followers, [---] engagements


"Not a day to panic Hedge fund degrossing remains epic There will be opportunities on the other side @Hedgeye"  
[X Link](https://x.com/SamofAmerica/status/2019418045488459995)  2026-02-05T14:29Z [----] followers, [----] engagements


"@TheStalwart Joe What happens if that 8% goes to zero"  
[X Link](https://x.com/SamofAmerica/status/2019452603969527885)  2026-02-05T16:46Z [----] followers, [---] engagements


"@MSMjabberwocky @Hedgeye Keep an eye the VIX - it is at a level where it pays to be patient"  
[X Link](https://x.com/SamofAmerica/status/2019488399564914816)  2026-02-05T19:08Z [----] followers, [---] engagements


"@HayekAndKeynes Back then we were not questioning terminal valuenow"  
[X Link](https://x.com/SamofAmerica/status/2019489404398481608)  2026-02-05T19:12Z [----] followers, [---] engagements


"Forced liquidation $18 billion Whats that as a share of total trading volume $18 billion Whats that as a share of total trading volume"  
[X Link](https://x.com/SamofAmerica/status/2019490728116625576)  2026-02-05T19:18Z [----] followers, [----] engagements


"@RPKent @fooseyguti @dsaleminvestor @HoweGeneration @Hedgeye @HedgeyeAM The Feds are going to come in and lay down the pathway to accelerate"  
[X Link](https://x.com/SamofAmerica/status/2019505944510755201)  2026-02-05T20:18Z [----] followers, [---] engagements


"Only [--] cloud companies showing accelerating data center growth: GCP and AWS Which is a problem for MSFT (at least for a few quarters) Amazon and Googles capex numbers are huge but are a function of demand because capacity growth = revenue growth Google+Gemini and Amazon+Anthropic are setting a high bar for the companies chasing - META TSLA Having said that never been a good idea to report on a Thursday night because no one wants to defend the stock on a Friday even if it is the right thing to do @Hedgeye @HedgeyeComm @HedgeyeTech https://twitter.com/i/web/status/2019553222390640936"  
[X Link](https://x.com/SamofAmerica/status/2019553222390640936)  2026-02-05T23:26Z [----] followers, [----] engagements


"@slyter_roger @KeithMcCullough Roger - appreciate your support. Thanks for joining us on our journey"  
[X Link](https://x.com/SamofAmerica/status/2019572062868893794)  2026-02-06T00:41Z [----] followers, [--] engagements


"@lisaabramowicz1 A lot of tax benefits in OBBBA providing them more FCF to spend on capex. Fast forward to [----] could it be a one time bump"  
[X Link](https://x.com/SamofAmerica/status/2019591039959593430)  2026-02-06T01:56Z [----] followers, [---] engagements


"$AMAT along with other semicap stocks seeing substantial growth inflection led by memory and leading edge semi demand Great call by @HedgyeTech to go bullish on this ahead of earnings @Hedgeye $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/anyuser/status/2022076849803981177)  2026-02-12T22:34Z [----] followers, [----] engagements


"Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/anyuser/status/2022104950889926699)  2026-02-13T00:26Z [----] followers, 15.2K engagements


"Tom That trades been going on since last year. Also the uncertainty on the RoI on this investment is not helping and as you know markets hate uncertainty. Lastly theres not a small risk that one or two of the Mag [--] face existential risk. $HGRO is where Im expressing my current views on this. https://twitter.com/i/web/status/2022260912187494456 https://twitter.com/i/web/status/2022260912187494456"  
[X Link](https://x.com/SamofAmerica/status/2022260912187494456)  2026-02-13T10:45Z [----] followers, [---] engagements


"A little crowdsourcing research on $GAP: So I have not been in a GAP store in decades and I last invested in it when it was a growth company in the late 90s. But I looked at the website and discovered that there are more items I would potentially buy than at any time I can remember in recent years. So questions: [--]. If youve been to a GAP store recently what do you think [--]. If youve have kids what do they think of the GAP brand. Would love to hear your thoughts https://twitter.com/i/web/status/2002146382493221338 https://twitter.com/i/web/status/2002146382493221338"  
[X Link](https://x.com/SamofAmerica/status/2002146382493221338)  2025-12-19T22:37Z [----] followers, [---] engagements


"@gnoble79 One of my favorite lines and lessons learned early in my career"  
[X Link](https://x.com/SamofAmerica/status/2019009050503975136)  2026-02-04T11:24Z [----] followers, [---] engagements


"@KeithMcCullough Rock n Roll Only been doing it for 25+ yearslots of battle scars Also love the fact that $ARKK and $GRNY do not own it But they own $AMD @Hedgeye has got all the best stock picks"  
[X Link](https://x.com/SamofAmerica/status/2019093865349951509)  2026-02-04T17:01Z [----] followers, [----] engagements


"Diversification and the right portfolio construction allows to have a stock blow-up ($AMZN) but still have your portfolio be up as your other holdings are outperforming. Survive to live for another day $HGRO @Hedgeye @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2019850139121095061)  2026-02-06T19:06Z [----] followers, 12.1K engagements


"What happened to the Metaverse $META META PLATFORM $META REPORTEDLY PLANS TO CUT 10% OF REALITY LABS BUSINESS STAFF - NYT META PLATFORM $META REPORTEDLY PLANS TO CUT 10% OF REALITY LABS BUSINESS STAFF - NYT"  
[X Link](https://x.com/SamofAmerica/status/2010826138713493823)  2026-01-12T21:28Z [----] followers, [---] engagements


"@ContrarianCurse Thats really good I was referring to Thoma Bravo not you. I like your commentary fwiw I share similar views. Nice to see another practitioner on the field"  
[X Link](https://x.com/SamofAmerica/status/2018787256103026918)  2026-02-03T20:42Z [----] followers, [---] engagements


"Honestly dont think these announcements are bullish anymore. The thesis is not incrementally new in fact pretty consensus Bigger driver of Mag [--] is uncertain RoI on this record investment and potentially some existential risk to some core businesses On top of that the market is focusing on relative earnings acceleration which is benefiting cyclicals @Hedgeye @HedgeyeComm #mag7 $META https://twitter.com/i/web/status/2021728329628303596 https://twitter.com/i/web/status/2021728329628303596"  
[X Link](https://x.com/SamofAmerica/status/2021728329628303596)  2026-02-11T23:29Z [----] followers, [---] engagements


"@StockMKTNewz @exec_sum Youve got to be kidding me that $META is in this portfolio"  
[X Link](https://x.com/SamofAmerica/status/2021879340590673985)  2026-02-12T09:29Z [----] followers, [---] engagements


"@firstadopter Again coordinated media campaign to sh$t on AI"  
[X Link](https://x.com/SamofAmerica/status/2021913893157888361)  2026-02-12T11:46Z [----] followers, [---] engagements


"@HedgeyeComm Unreal Even more impressive FCF was $25bn versus consensus of 14bn And then the capexWTF Not good for anyone on the outside looking in (Im looking at you META TSLA and perhaps MSFT) The Moat Wall is going higher @hedgeye #AI $GOOGL #Mag7 @KeithMcCullough"  
[X Link](https://x.com/SamofAmerica/status/2019160855674282000)  2026-02-04T21:27Z [----] followers, [----] engagements


"More closed loop and off the grid This is the power theme right now. AI-focused datacenters are moving beyond the traditional plug into the grid model. At multi-hundred-MW and gigawatt scale theyre starting to look like energy projects first. ⚆ In West Texas Google is executing a multi-site expansion tied directly to power strategy. South https://t.co/NIfFOwK3JY AI-focused datacenters are moving beyond the traditional plug into the grid model. At multi-hundred-MW and gigawatt scale theyre starting to look like energy projects first. ⚆ In West Texas Google is executing a multi-site expansion"  
[X Link](https://x.com/SamofAmerica/status/2006117850268799362)  2025-12-30T21:39Z [----] followers, [---] engagements


"AI architecture continues to evolve as new technologies help improve speed and efficiency @Hedgeye @HedgeyeTech @HedgeyeComm $COHR I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6 https://t.co/JtaJHmsoRw I mapped out the AI Optics supply chain from substrates to systems. [--] layers. Key players at each level. The shift from copper to optical is happening here's who's building it. Full article 👇 https://t.co/zTHm2T2uS6"  
[X Link](https://x.com/SamofAmerica/status/2021184604355412181)  2026-02-10T11:28Z [----] followers, [---] engagements


"@10009nyny @Hedgeye $HGRO is playing this theme through individual stocks: $TER $KLAC $COHR $STX And recently $AMAT Ive owned the four above since late summer last year"  
[X Link](https://x.com/SamofAmerica/status/2022094803350302823)  2026-02-12T23:45Z [----] followers, [--] engagements


"@TheStalwart There has been over a decade worth of capital invested in software viewed as long duration and relatively safe I dont think a couple weeks of selling has washed out that incumbent capital #Software $IGV"  
[X Link](https://x.com/SamofAmerica/status/2022401957357654447)  2026-02-13T20:06Z [----] followers, [----] engagements


"Hey Keith Yes - there was an early morning headline scare on rolling back steel tariffs. Stock was down 5-6% early but has since recovered down about 3% Admin came out saying no tariff roll back just a streamlining of how customs will collect based on product categories $NUE is a major beneficiary of the OBBBA and has heavy construction and infrastructure exposure Its also in $HGRO https://twitter.com/i/web/status/2022406243797897426 https://twitter.com/i/web/status/2022406243797897426"  
[X Link](https://x.com/SamofAmerica/status/2022406243797897426)  2026-02-13T20:23Z [----] followers, [----] engagements


"@KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/anyuser/status/2022408047331807502)  2026-02-13T20:30Z [----] followers, 14.1K engagements


"Just painful @KeithMcCullough Well its not SaaS or crypto so that helps @KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/anyuser/status/2022408538879054061)  2026-02-13T20:32Z [----] followers, 10.1K engagements


"Rubio to Europe"  
[X Link](https://x.com/anyuser/status/2022838633347121424)  2026-02-15T01:01Z [----] followers, [---] engagements


"Worth [--] mins of your time this long weekend Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life." https://t.co/ZuINxQv5of"  
[X Link](https://x.com/anyuser/status/2022835165471379596)  2026-02-15T00:47Z [----] followers, [----] engagements


"Marco Rubio nails it 🔥🔥🔥 "The fundamental question is what exactly are we defending Because armies do not fight for abstractions Armies fight for a people. Armies fight for a nation. Armies fight for a way of life.""  
[X Link](https://x.com/anyuser/status/2022727917386846299)  2026-02-14T17:41Z 336.2K followers, 133.2K engagements


"RT @gnoble79: My good friend Doug Kass and I have had ENOUGH from the cheerleaders in financial media. ENOUGH We are Mad as hell and not"  
[X Link](https://x.com/anyuser/status/2022698845872767187)  2026-02-14T15:45Z [----] followers, [---] engagements


"To those members of the fourth estate who have (in the past) and intend (in the future) to continue to lob softballs at $MSTR Taylor in excruciatingly non value added interviews in the business media -- please read my friend George Noble's simple explanation of the pablum that comes out of Saylor's mouth (almost on a daily basis): (24) George Noble on X: "@saylor just went on CNBC and said that if Bitcoin drops 90% he'll simply "refinance the debt" and "roll it forward." This guy is a desperate fraud who has NO CLUE what he's talking about. Let's actually look at what "rolling it forward""  
[X Link](https://x.com/anyuser/status/2022632319610175627)  2026-02-14T11:21Z 129.8K followers, 29.7K engagements


"RT @Hedgeye: Theres an iconic 1980s commercial from brokerage firm E.F. Hutton. The famous tagline was simple: When E.F. Hutton talks pe"  
[X Link](https://x.com/anyuser/status/2022493597782704403)  2026-02-14T02:10Z [----] followers, [--] engagements


"Theres an iconic 1980s commercial from brokerage firm E.F. Hutton. The famous tagline was simple: When E.F. Hutton talks people listen. It pays to listen to Sam Rahman @SamofAmerica 👇 With all the interest in metals the one that doesnt get talked about much is titanium Titanium specifically titanium alloys are mission critical and have huge national security implications Importantly they are found in commercial and military jet engines as well as gas With all the interest in metals the one that doesnt get talked about much is titanium Titanium specifically titanium alloys are mission"  
[X Link](https://x.com/anyuser/status/2022482256250474954)  2026-02-14T01:25Z 225.8K followers, 19.7K engagements


"With all the interest in metals the one that doesnt get talked about much is titanium Titanium specifically titanium alloys are mission critical and have huge national security implications Importantly they are found in commercial and military jet engines as well as gas turbines. Think of all the rotating and hot components in a jet engine There are two scaled US producers - $HWM and $ATI. Both manufacture high spec alloys for OE and replacement parts $HGRO has a big holding in $ATI For more disclosures visit $ATI $HWM #titanium #Defence http://hedgeyeam.com/HGRO http://hedgeyeam.com/HGRO"  
[X Link](https://x.com/anyuser/status/2022400692720173562)  2026-02-13T20:01Z [----] followers, 23.3K engagements


"Just painful @KeithMcCullough Well its not SaaS or crypto so that helps @KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/anyuser/status/2022408538879054061)  2026-02-13T20:32Z [----] followers, 10.1K engagements


"@KeithMcCullough Well its not SaaS or crypto so that helps"  
[X Link](https://x.com/anyuser/status/2022408047331807502)  2026-02-13T20:30Z [----] followers, 14.1K engagements


"RT @JohnRKamprath: This is @HedgeyeRJM Robert's "compliant" way of saying $HECA is hugely delivering. I'll show the comparison chart since"  
[X Link](https://x.com/anyuser/status/2022400913118580750)  2026-02-13T20:02Z [----] followers, [--] engagements


"This is @HedgeyeRJM Robert's "compliant" way of saying $HECA is hugely delivering. I'll show the comparison chart since inception (7/1/25). Cumulatively Beating: Buffett Q's "60/40" (Yick) Chartists/CMTs SPX Rick Rieder (#1 pick @ wirehouses) Elliott the Russell. @HedgeyeAM 👇👇👇 👇👇👇"  
[X Link](https://x.com/anyuser/status/2022399843977826625)  2026-02-13T19:57Z [---] followers, [----] engagements


"Watch the full episode of Protect The Pile here https://youtu.be/GhpmwzlIcQwsi=zAkZaT_9iJLcgRok https://youtu.be/GhpmwzlIcQwsi=zAkZaT_9iJLcgRok"  
[X Link](https://x.com/anyuser/status/2022307339710120315)  2026-02-13T13:50Z 225.8K followers, [----] engagements


"RT @DougKass: Yesterday's Macro Show was among the most valuable and differentiated in months. with a none too subtle change expressed wh"  
[X Link](https://x.com/anyuser/status/2022263041081962859)  2026-02-13T10:54Z [----] followers, [--] engagements


"Yesterday's Macro Show was among the most valuable and differentiated in months. with a none too subtle change expressed which contrasted directly with the "main stream giddiness" sourced by feckless and fatuous fools (on the Fin TV "shows") possessed with gut feels a rear view mirror irrelevant moving averages and without a bonafide investment process. As I noted in my previous tweet it is only when the tide goes out are they exposed for what they are. Preparing for ill market winds is a strategic advantage for as Grandma Koufax (yes that Koufax) "forewarned is forearmed." Good luck you will"  
[X Link](https://x.com/anyuser/status/2022259374069100981)  2026-02-13T10:39Z 129.8K followers, 13.2K engagements


"On The Macro Show I'll review the math behind The Flows that flipped bearish @t1alpha"  
[X Link](https://x.com/anyuser/status/2022253002074255510)  2026-02-13T10:14Z 290.2K followers, 16.8K engagements


"RT @HedgeyeTech: Thanks Sam. Indeed the ugly duckling got less ugly $AMAT"  
[X Link](https://x.com/anyuser/status/2022125100246688077)  2026-02-13T01:46Z [----] followers, [--] engagements


"Thanks Sam. Indeed the ugly duckling got less ugly $AMAT. Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT"  
[X Link](https://x.com/anyuser/status/2022110948480496115)  2026-02-13T00:49Z 16.5K followers, [----] engagements


"Great call by @HedgeyeTech for turning bullish on this ahead of earnings Like the other semi cap names inflection point in growth being driven by surging demand for memory and leading edge chips $AMAT $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/anyuser/status/2022104950889926699)  2026-02-13T00:26Z [----] followers, 15.2K engagements


"Three companies make nearly all of the RAM in the world and two of them are in Korea. It's Korea's turn to be like:"  
[X Link](https://x.com/anyuser/status/2022107417946075284)  2026-02-13T00:35Z 857.9K followers, 232.9K engagements


"$AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different https://thediligencestack.com/p/wfe-equipment-why-this-time-is-different"  
[X Link](https://x.com/anyuser/status/2022064428599116116)  2026-02-12T21:45Z 36.1K followers, 17.9K engagements


"WFE will be north of $130b even though CEO of $AMAT not wanting to give a number. They did say on the call they think semis can cross $1T in [----] which again is largely driven by insane pricing power. Memory and GPU/ASICS alone could be $800-900B in 2026"  
[X Link](https://x.com/anyuser/status/2022067710952452152)  2026-02-12T21:58Z 36.1K followers, [----] engagements


"$AMAT along with other semicap stocks seeing substantial growth inflection led by memory and leading edge semi demand Great call by @HedgyeTech to go bullish on this ahead of earnings @Hedgeye $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b $AMAT earnings call highlighting all the same things I pointed out about the key infection points coming to WFE largely driven by the angtrom era. https://t.co/KvvvrgiSJm https://t.co/rXmaxNgM2b"  
[X Link](https://x.com/anyuser/status/2022076849803981177)  2026-02-12T22:34Z [----] followers, [----] engagements


"Well said Honestly humility and flexibility is just good life advice. Period. Honestly humility and flexibility is just good life advice. Period"  
[X Link](https://x.com/anyuser/status/2022038888504754547)  2026-02-12T20:03Z [----] followers, [----] engagements


"Honestly humility and flexibility is just good life advice. Period"  
[X Link](https://x.com/anyuser/status/2022028959203172862)  2026-02-12T19:24Z [----] followers, [----] engagements


"@SamofAmerica I am proud contributed to the [----] $100M group"  
[X Link](https://x.com/anyuser/status/2022032932769345853)  2026-02-12T19:39Z 35.7K followers, [----] engagements


"This is pretty incredible @HedgeyeComm #Anthropic Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726 Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." https://t.co/qeohtOX726"  
[X Link](https://x.com/anyuser/status/2022030122279481589)  2026-02-12T19:28Z [----] followers, [----] engagements


"Anthropic: "Weve raised $30B in funding at a $380B post-money valuation." "Today our run-rate revenue is $14 billion with this figure growing over 10x annually in each of those past three years." Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate"  
[X Link](https://x.com/anyuser/status/2022025148203729067)  2026-02-12T19:08Z 83.8K followers, 71.8K engagements


"Unreal @HedgeyeIndstrls If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%". If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%""  
[X Link](https://x.com/anyuser/status/2021981051183411597)  2026-02-12T16:13Z [----] followers, [----] engagements


"If you thought the SCHW sell-off on AI worries was stupid wait till you hear this. Why are transports getting crushed A penny stock (Algorhythm) published a "white paper" demonstrating how its "SemiCab" platform is enabling customers to "scale freight volumes by 300-400%". This is being cited for the slump in names like CHRW EXPD etc. On a day when FDX issued an upside preannouncement. This is quite silly. https://twitter.com/i/web/status/2021972032909439091 https://twitter.com/i/web/status/2021972032909439091"  
[X Link](https://x.com/anyuser/status/2021972032909439091)  2026-02-12T15:37Z [----] followers, 36.8K engagements


"In $HGRO $TSM all time high. https://t.co/C70RQvmSm8 $TSM all time high. https://t.co/C70RQvmSm8"  
[X Link](https://x.com/anyuser/status/2021888472043200816)  2026-02-12T10:05Z [----] followers, [---] engagements


"$TSM all time high. $AMKR all-time high. Looks like a breakout. https://t.co/Ehb1mQF812 $AMKR all-time high. Looks like a breakout. https://t.co/Ehb1mQF812"  
[X Link](https://x.com/anyuser/status/2021599782339219633)  2026-02-11T14:58Z 12.2K followers, [----] engagements

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