MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
19.2K followers · credibility 54 · Verified record: 13/22 calls beat the market over 5-day holds, avg excess 2.7% vs SPY.