Andrew Freedman CFA. 🦅 @heddgeyeComm
Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below! Joined June 2022-
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Look who is steering the ship now YTD! #Mag7 $GOOGL +32.9% $NVDA +32.4% $META +30.6% $MSFT +22.3% $AMZN +5.5% $TSLA +1.5% $AAPL -5.5%
$GOOGL secured rights to the First NFL game streamed exclusively for free on YouTube and YouTube TV in Brazil… We know NFL has its eye on international expansion… You connect the dots…
Not sure what to make of so many of the big accounts on here all bullish $GOOGL at $252 claiming a renaissance acting like they saw it coming when those same people were selling stock and dancing on graves $100 lower… I am a big proponent of mental flexibility and changing your…
After this week I’m convinced that majority of people on here don’t understand the difference between maintenance and growth capex.
Have a great weekend!
I ordered the iPhone 17 Pro Max… Sorry.
Just wow... 🤯 $WBD Warner Bros. Discovery CEO David Zaslov reportedly positioning for a bidding war with a goal of $40/sh valuation - NY Post NY Post, citing a person with direct knowledge of the matter, reports that Zaslov met earlier this week with Goldman Sachs bankers to…
If there was any doubt about why $ORCL laid people off, there shouldn’t be anymore…. Eye popping RPO numbers but margins and FCF not so much… doesn’t matter though.
Stock went down to low-mid $20s where we move it to the bench and have since made it an active long in the low $40s… 🤡🤡🤡
Stock went down to low-mid $20s where we move it to the bench and have since made it an active long in the low $40s… 🤡🤡🤡
New high for $SPHR @HedgeyeCommOR
First week b2school and kids already bringing home the plague…
$GOOGL throwing shade at $AAPL on Sunday NFL commercial…
What’s the one company you have read every single SEC filing since it’s been public? And continue to open every single filing as soon as it hits your e-mail inbox no matter what or when it is? I’ll go first… $ROKU
$GOOGL
$GOOGL has a window through about year end to really pull ahead of the pack with Gemini 3.0
Well I just made a sacrifice to the AI gods… hopefully it comes back around.
$CRM launching their own ITSM.... They are going to blow each other up $NOW...
$FIG this thing going to the $40s where it belonged in the first place? @HedgeyeSoftware
$NOW webcast down?
From #TheCall last week 8/28 on $GOOGL: "...our base case is certainly not that they're going to have to be forced to divest Chrome or stop paying $AAPL..." "...$200 billion or plus or minus 8% to the [stock] is a good number to think about how the stock could react either…
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ゆんゆん@バグ @yunyunbagu35442
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