Andrew Freedman, CFA 🦅 @HedgeyeComm
Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below! landing.hedgeye.com/communications… NOT Investment Advice Joined December 2018-
Tweets28K
-
Followers25K
-
Following3K
-
Likes24K
Andrew Freedman, CFA 🦅 retweeted
Uh oh! $MPW ctmirror.org/2024/05/03/ynh…
Time is the enemy of research @HedgeyeSoftware $SPT
Andrew Freedman, CFA 🦅 retweeted
$AAPL - I think the stock fades from its relief "not as bad as feared" rally despite better services & buyback. iPhone estimates missed ex China and product margins fell for first time since FQ1 2023 - key parts of my Short thesis.
Andrew Freedman, CFA 🦅 retweeted
My breakout session at #hedgeyelive is going to be the best @drinkcann
Andrew Freedman, CFA 🦅 retweeted
@KeithMcCullough @HedgeyeComm @HowardWPenney @HedgeyeTech Awesome product man. I love it and great for tactical positioning.
Andrew Freedman, CFA 🦅 retweeted
“When a management with a reputation for brilliance tackles a business with a reputation for poor fundamental economics, it is the reputation of the business that remains intact.” - Warren Buffett
Here is our $PINS note from after Q4 earnings on 2/9: "With the announced Google partnership, existing Amazon partnership, compounding benefits from ad-tech improvements (e.g., direct links, CAPI), user growth acceleration, stable-to-improving ad market and political tailwinds…
Andrew Freedman, CFA 🦅 retweeted
$GOOGL GOOGLE CUTS AT LEAST 200 JOBS IN KEY TEAMS, ENGINEERING - CNBC
Andrew Freedman, CFA 🦅 retweeted
Winner Winner Chicken Dinner! Long $PINS, Short $SBUX 🔥 It pays to listen to Hedgeye’s analysts. This morning on The Call @ Hedgeye, Hedgeye CEO @KeithMcCullough reviewed Consumables analyst @HowardWPenney and Communications analyst @HedgeyeComm recent calls on the earnings of…
Andrew Freedman, CFA 🦅 retweeted
@HedgeyeComm was on The Call yesterday (4/30) talking $PINS earnings and our expectation for a beat and a $40 stock. Stock is up 20% to $40 today after a nice beat and strong guide. Hear his commentary below:
Important note on $CHTR just published with the assist of @HedgeyeDC
Yes!!!
Thanks! Yeah it was great meeting you too!
Couldn't do it without Billy Z by my side!
Couldn't do it without Billy Z by my side!
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
“Phoenixes Dont Alw.. @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum’s Missing Cash Balance | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 334 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Jay Van Sciver @HedgeyeIndstrls
16K Followers 3K Following Industrials & Materials Sector Head at Hedgeye Risk Management; on HE Arena; Not Investment Advice https://t.co/W18yedTtTV
Michael A. Blum @mablum
9K Followers 849 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
Brian McGough @HedgeyeRetail
27K Followers 492 Following Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital.
Kaushik @BigBullCap
89K Followers 537 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Edwin Dorsey @StockJabber
104K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
Felix Wang, CFA @HedgeyeTech
12K Followers 423 Following MD @ Hedgeye; Consumer Tech, China, Hardware, Semis, AI, Software; Not Investment Advice. https://t.co/H7nAmTG4UQ
Other Side Asset Mana.. @OtherSide_AM
3K Followers 452 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
Ivan @IvaanMKD
162 Followers 295 Following
Seb NYC @BariSebastiano
639 Followers 3K Following CEO of fashion brand https://t.co/RuIcbmJ9cC. Start up specialist, former CFO @maisonvalentino. Avid golfer, options trader for fun.📍 Wall Street @carmensolitaly
chaim @chaim34790425
16 Followers 504 Following
Raj Mani @Clicksntech
157 Followers 962 Following Data and Analytics leader with interest in data and analytics technologies. Other interests in everything Apple, photography, and travel. Geek at heart.
BS @bs0fficial
16 Followers 293 Following
Patty @Patty18386093
0 Followers 2K Following
Soumyadipta Roy @SoumyadiptaRoy7
18 Followers 71 Following
Elon Musk🛜 @elon_musk_fred
58 Followers 4K Following
Tshee @Tshee649734
1 Followers 172 Following
biotechputandcallsell.. @belowcashbuyer
554 Followers 966 Following I do not understand the science behind biotech stocks, but I do understand the numbers a bit. Not investment advice.
Eric Monroe @EricMon82505812
117 Followers 338 Following
Joseph Martin @JosephMart51908
4 Followers 87 Following
Brian Kearns @Papa27426
91 Followers 401 Following
Fix The Fed @FixTheFed
18K Followers 940 Following The best way to #FixTheFed is to #EndTheFed. We're here to propose reasonable reforms and criticisms until that day. *Parody account* *Not financial advice*
YourSherpa (financial.. @Your_Sherpa
196 Followers 30 Following Experience - Engineer, analyst, portfolio mgr, MBA/CFA, author Perspective - Parent, president non-profit, mentor FREE ebook at https://t.co/Eru83QvCrR
Investment House @Investment823
90 Followers 281 Following
Tosheighsh @TosheighshfLXj
0 Followers 101 Following
Jeffrey Manner ⚡️ @jeffreymanner
751 Followers 2K Following #Bitcoin | Building DePIN @metablox | Seed Investing @weavevc
ACG @ACG_2903
332 Followers 4K Following Microbiólogo - UNMSM |Neofílico | Optimista informado |Aprendiz de por vida , lector insaciable , agradecido y gran amigo de la gente que sabe reír. A♠️🌎👽
David Rakowitz @RakowitzDavid
147 Followers 632 Following
Oscar Vega @Astudo91
6 Followers 54 Following
Amethyst @Amethys47941672
2 Followers 364 Following
Mert Yapıcı @mert_yap
17 Followers 181 Following
Maksatbek Asanbekov @akbarsbek
270 Followers 2K Following
Talal Ahmad Gondal @gondal36
1K Followers 2K Following Founder/RE,SMB PE Fund Manager, YC S21, Former VC, Ex-Amazon
Caroline Chu @marionppeach
11 Followers 271 Following
Max vanDough™ @ntm23
661 Followers 2K Following curious observer disrupting industries ! investor / hustle globally / digital assets / politics / startups / technology / cryptocurrency / BonneVivant
Ajsjfnfn @ajsjfnfn78147
5 Followers 7 Following
Smoughthairsh @SmoughthairshQ
2 Followers 166 Following
Retoos @Retoos156339
45 Followers 2K Following
... @cerealkiller082
53 Followers 293 Following
Amitabh Jhunjhunwala @amitabhj3156
11K Followers 340 Following Random thoughts on life and financial markets. Not investment advise or recommendations
@Keith.Waterman @WatermanInvest
9 Followers 18 Following
Best_Iptv_service @Best_Iptv_ser
200 Followers 2K Following https://t.co/JEra0b5rCX I Provide Worldwide IPTV Subscription with 16500+ Live Channels And 80 Thousand Vods Movies And Series and everything For More : *Co
michael @naraleahcim
46 Followers 852 Following
Randy Sanders @randy86086
111 Followers 905 Following
Naphoez @naphoez62444
2 Followers 332 Following
Verbal Kint @Keatonsshadow
150 Followers 330 Following Lawyer, Privacy Advocate, Civil Libertarian, Concerned Father and Grandfather. Fighting for our kids and grandkids. Make Pizza, Not War.
AlphaTradesFL @TradesFl0777
18 Followers 58 Following
BBBEAR @BBBEAR39550613
11 Followers 49 Following
Nils vejlstrup @NilsVejlstrup
48 Followers 136 Following
TruthCRE @TruthCRE
270 Followers 1K Following CEO of Private REIT ($8 billion AUM), Investor, Analyst, Strategist, Mentor, and Thought Leader. CRE, Finance, Economics, Politics, Markets, News, and CRE Deals
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Danielle DiMartino Bo.. @DiMartinoBooth
294K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
“Phoenixes Dont Alw.. @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum’s Missing Cash Balance | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 334 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Jay Van Sciver @HedgeyeIndstrls
16K Followers 3K Following Industrials & Materials Sector Head at Hedgeye Risk Management; on HE Arena; Not Investment Advice https://t.co/W18yedTtTV
Michael A. Blum @mablum
9K Followers 849 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
Brian McGough @HedgeyeRetail
27K Followers 492 Following Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Kaushik @BigBullCap
89K Followers 537 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Grant Williams @ttmygh
136K Followers 927 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Conch Shell Capital @TMTMoats
4K Followers 128 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.
John Carmack @ID_AA_Carmack
1.1M Followers 241 Following AGI at Keen Technologies, former CTO Oculus VR, Founder Id Software and Armadillo Aerospace
Jeromy Sonne @JeromySonne
6K Followers 1K Following Advertising infidel. Follow for ads data insights. Unfollow for shitposts. Refollow for memes. Building the AI Media Buying Assistant @daypartai
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 182 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Logan Kilpatrick @OfficialLoganK
92K Followers 2K Following Lead product for @Google AI Studio and working on the Gemini API, helping developers build with AI, my views!
Unemployed Capital Al.. @atelicinvest
6K Followers 608 Following ex-Buyside PM. Now jobless and homeless, roaming around for lulz. Excuse my bad manners.
John Cena @JohnCena
14.3M Followers 780K Following A forum of thoughts and perspectives designed to ignite conversations and actions leading to growth, and occasional self promotion. #NeverGiveUp #RiseAboveHate
sridhar @RamaswmySridhar
26K Followers 620 Following CEO @snowflakedb; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
Mikołaj Barczentewic.. @MBarczentewicz
2K Followers 313 Following Public law, technology, and ethics. Academic at @LawAtSurrey. Also: @OxfordLawFac, @LawEconCenter. Fin reg / crypto law account: @0xMikolaj
Steve Hanke @steve_hanke
729K Followers 7K Following Professor of Applied Economics @JohnsHopkins | Senior Fellow @IndependentInst | @NRO | FX & Commodity Trader | Reagan White House | Views are my own
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Rafat Ali, Media Oper.. @rafat
38K Followers 779 Following CEO/Founder, Skift (@skift). Dad of two hyperactive boys, Indo-Brit-American, Global Soul. Hunter of mangoes, guavas & sugarcane. Personal: https://t.co/UjDn5TyH18
londoncap @londoncap100
3K Followers 509 Following London based L/S equity investor focused on software/semis. DMs open. Substack: https://t.co/K98lKSM9VB
Art Capital @crazyjoedavola_
5K Followers 1K Following Struggling L/S Equity Analyst. Living sequentially.
Vivek Goyal @Goyal_Vivek
9K Followers 566 Following Partner @ Altimeter Capital. No investment advice
TensorFlow @TensorFlow
378K Followers 117 Following TensorFlow is a fast, flexible, and scalable open-source machine learning library for research and production.
Jeff Dean (@🏡) @JeffDean
297K Followers 6K Following Chief Scientist, Google DeepMind and Google Research. Co-designer/implementor of things like @TensorFlow, MapReduce, Bigtable, Spanner, Gemini .. (he/him)
Dogan Ural @doganuraldesign
20K Followers 387 Following ✦ Designer ✦ AI Explorer ✦ Prompt Curator ✦ Daily Crafting & Sharing ✦ Generative AI, Design, UI/UX
Bryan Blackman @bblack3113
485 Followers 1K Following In Christ | Dad of Beck and Bray | Equity Research at Empirical Capital | The # 1 Belmont Bruins Basketball Fan | #TitanUp #GBGT
Rowan Cheung @rowancheung
498K Followers 378 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
Yann LeCun @ylecun
713K Followers 718 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Alex Forbes @alexforbes__
6K Followers 405 Following Built @lane17cabinetco from a 1 car garage to 7-figures. Systemizing to $10M | SMB & Ops Strategy | Dad + Family | General Aviation Aspirations
Google DeepMind @GoogleDeepMind
945K Followers 275 Following We’re a team of scientists, engineers, ethicists and more, committed to solving intelligence, to advance science and benefit humanity.
Daniel ⛰️ @thedanielokon
7K Followers 1K Following Founder/CEO of @weareactiv — an ad performance agency for health & wellness brands | Building @flewdstresscare and others. https://t.co/QafpLKgcrU
Ruth Porat @porat_ruth
94 Followers 29 Following
News12CT @News12CT
105K Followers 536 Following 24/7 Hyper-local breaking news, weather, traffic and more. Download our app or go to https://t.co/rIgrpOC6Bw for updates. For news tips, call (203) 849-1321. #Connecticut
Fundamental Research .. @fundam_inv
8K Followers 434 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
Jimmy Kim @yojimmykim
13K Followers 958 Following Founder & CIO @sendlane. Former merchant. Email Marketer. Building the unified future of retention marketing for ecommerce (email, sms, reviews, forms)
Apoorv Agrawal @apoorv03
4K Followers 276 Following Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers Across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2| 🇺🇸
Community Banker Guy @commbankerguy
7K Followers 188 Following Community Banker sharing insights and dropping jokes. Surviving this Fintech universe.
Jon Kagan @JonKagan
1K Followers 871 Following Director of Search Marketing, with a taste for Travel and a Unique Beer. All views/tweets are solely my own.
Bill McDermott @BillRMcDermott
56K Followers 263 Following Owned a deli as a kid, got my big break @Xerox, transformed @SAP, now leading @ServiceNow. Relentless optimist. Devoted to family, friends & a better world.
Kevin Bourrillion @kevinb9n
7K Followers 369 Following Java Platform Group @ Oracle (that's new!). Xoogler. https://t.co/bRlOFFrFY6. Past: Guava, Guice, AutoValue, google-java-format, Error Prone, Google Java Style Guide
Gary Gensler @GaryGensler
438K Followers 25 Following Father of 3 | 🏃 ⛰️🥾 | 33rd Chair @SECGov | Committed to investor protection, fair markets & capital formation. Disclaimer: https://t.co/lRBNFOA353
Shiv Socrates @shivsocrates
771 Followers 2K Following Prev: Colossus 🎙️, NY Tech M&A, CPG sales; 📚 @Wharton. Less dumb than yesterday (hopefully). German shepherds for life.
Chris Cost, CFA @ChrisCostCFA
518 Followers 751 Following Portfolio / Investment Mgr. CFO, Now You See Me Foundation. Disabled vet, former AF officer. @UofR MBA. Yankees & Astros fan. Soy peregrino. 🇺🇦🤝🇺🇸🤝🇮🇱Solid mini shift with @HedgeyeENERGY and some members of Hedgeye Nation at Town House in Greenwich. Tomorrow we let it rip !
Today, I had an okay year. Wild times. That's what makes this such an addicting game.
$AAPL - I think the stock fades from its relief "not as bad as feared" rally despite better services & buyback. iPhone estimates missed ex China and product margins fell for first time since FQ1 2023 - key parts of my Short thesis.
@HedgeyeComm @HedgeyeCommBZ The bird is the word!!!!
The Hedgeye company dog has made an appearance at Hedgeye Live. She wants to meet #HedgeyeNation!
My breakout session at #hedgeyelive is going to be the best @drinkcann
@KeithMcCullough @HedgeyeComm @HowardWPenney @HedgeyeTech Awesome product man. I love it and great for tactical positioning.
TOP STOCK PICKS (new product) The Race is #on and here are your Top 3 Alpha Drivers 1. Freebird @HedgeyeComm 2. Penney @HowardWPenney 3. Felix @HedgeyeTech
“When a management with a reputation for brilliance tackles a business with a reputation for poor fundamental economics, it is the reputation of the business that remains intact.” - Warren Buffett
$SMCI raised revenue guidance (and higher ASP & orders YoY) and yet stock tumbled 15%. Was the margin concern that shocking? Regardless, this has been painful. Stock now trading at 20x FY 2025 P/E on 65% growth
Man I remember when FinTwit got so hyped on this dude
$GOOGL GOOGLE CUTS AT LEAST 200 JOBS IN KEY TEAMS, ENGINEERING - CNBC
@HedgeyeComm @HowardWPenney Did Howard dress you today? lol
Maybe I'll be back to buying things by the close😂
@HedgeyeComm @HowardWPenney Freebird take plenty of pics for us who r at home and couldn’t make it!!!! Your the social king want to see the fam!!! Have fun & be safe!!!
Trends for United States
1,83 Mn posts
226 B posts
32,5 B posts
134 B posts
68,4 B posts
69,7 B posts
76,7 B posts
45,1 B posts
89,6 B posts
42,8 B posts
16,2 B posts
19,7 B posts
2.613 posts
57,6 B posts
27,1 B posts
60,3 B posts
49,2 B posts
12,4 B posts
283 B posts
40,6 B posts
You might like
Brian McGough
@HedgeyeRetail
27K Followers
Jonesy
@HedgeyeDJ
34K Followers
Keith McCullough
@KeithMcCullough
262K Followers
Nick Balch
@HedgeyeSoftware
11K Followers
Neil Howe
@HoweGeneration
42K Followers
Joshua Steiner
@HedgeyeFIG
18K Followers
Hedgeye
@Hedgeye
197K Followers
Paul Glenchur
@HedgeyeTechLaw
2K Followers
Christian B. Drake
@HedgeyeUSA
10K Followers
Jeremy McLean
@HedgeyeRetailJM
7K Followers
Tom Tobin
@HedgeyeHC
10K Followers
JT Taylor
@HedgeyeDC
5K Followers
Daniel S. Loeb
@DanielSLoeb1
125K Followers
Daniel Biolsi
@Hedgeye_Staples
5K Followers
Robert McGroarty
@HedgeyeRJM
5K Followers