Hedgeye @Hedgeye
We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA. Stamford, Connecticut Joined January 2009-
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Best Idea Short Lithia Motors $LAD 1Q Print--EPS miss of 22% ($6.11 vs $7.85). Slight rev miss. Segments slowing (except used, which makes sense given $KMX commentary)... Takes down LT Operating Margin target and raises SG&A as % of GP. Also notes capital allocation strategy…
Best Idea Short Lithia Motors $LAD 1Q Print--EPS miss of 22% ($6.11 vs $7.85). Slight rev miss. Segments slowing (except used, which makes sense given $KMX commentary)... Takes down LT Operating Margin target and raises SG&A as % of GP. Also notes capital allocation strategy…
This morning on The Call @ Hedgeye: "I don't think the legal case, despite all the publicity and the chest-thumping about stopping it in the courts, I think people will soon realize that's a dead end," said @HedgeyeTechLaw What do you think?
“TSLA is +10% on Robotaxis in 2025” -CNBC… After crashing -65% from its ATH of $409 and -45% since the end of 2023 (only needs to be up another +72% from here to get back to $261!) @HedgeyeIndstrls @HedgeyeENERGY #XOMoverElon
Post $TSLA earnings, there are still major economic events looming... ▪️ $META earnings tonight ▪️ $MSFT and $GOOGL earnings tomorrow ▪️ $XOM earnings Friday ▪️ PCE Price Index Friday ▪️ Monthly Options Expiration for #Bitcoin Friday Capped off by a Fed meeting on May 1st. ⚠️…
INFLATION No change to the re-acceleration in US #Inflation that both the establishment Econs and @federalreserve completely missed (again)
What percentage of revenue and what percentage of costs in the next year will be from AI robotics vs. making cars. It’s a car company. It is silly to pretend it isn’t at this point.
What percentage of revenue and what percentage of costs in the next year will be from AI robotics vs. making cars. It’s a car company. It is silly to pretend it isn’t at this point.
Cartoon of the Day 🤷 Is ignorance bliss? We don't think so. app.hedgeye.com/insights/14950…
88% of US adults believe that marijuana use should be legal in some form. 32% believe “it should be legal for medical use only,” and 57% believe “it should be legal for medical and recreational use.” demographyunplugged.com/p/marijuana-su…
Margin Debt refers to funds an investor borrows from their broker against a margin account. Margin is a double edged sword that can amplify profits or intensify losses. Current margin debt is currently trending higher - supporting markets while simultaneously building risk.…
It’s hard to believe it’s just a little more than a week away! Really excited to join @KeithMcCullough in person!
It’s hard to believe it’s just a little more than a week away! Really excited to join @KeithMcCullough in person!
Inflation = Higher For Longer (HFL). I just got this email from one of my energy suppliers. I'm not sure how you arrive at any conclusion other than longer-term structural upward inflation pressure coming from this profound energy crossroads.
We launched coverage of $TTE. A more pragmatic view on the energy transition. Subscribers can get our Elevator Pitch in the inbox.
India $INDA Manufacturing PMI held flat at the highest rate since February 2008. Employment increased to its highest rates in 1.5yrs
If you missed last week’s podcast, make sure to give it a listen. We discussed the legacies of Robert MacNeil and O.J. Simpson. Subscribe for future episodes. demographyunplugged.com/p/episode-24-t…
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Tracy (𝒞𝒽𝒾 ) @chigrl
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Quoth the Raven @QTRResearch
259K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
Marc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Danielle DiMartino Bo.. @DiMartinoBooth
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Markets & Mayhem @Mayhem4Markets
191K Followers 842 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Rudy Havenstein, Seni.. @RudyHavenstein
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Michael Green @profplum99
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Liz Ann Sonders @LizAnnSonders
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Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Michael Taylor @Mike_Taylor1972
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Jonesy @HedgeyeDJ
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Otavio (Tavi) Costa @TaviCosta
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Daniel Lacalle @dlacalle_IA
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Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
Grant Williams @ttmygh
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RJR Capital @RJRCapital
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Rogelio Kaufman @myong9keitsock
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Scott Slater @TxAg0303
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Ryan Wilson @real_celery_man
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El Piquin 🌐 @alexros3real
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Hanna-Joy @hannajoy11
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ADdoo @ADdoo96601522
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Manwith Noname @manw38754
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thegreeknyc🎙️ @thegreeknyc
999 Followers 2K Following Striving for success one step at a time 🚀📈 @veefriends collector 🦎🦢 Spreading positivity 🌞✨Bleed Blue & Silver for #dallascowboys #draftkings enthusiast
Stocks Guy @StocksGuy4
45 Followers 108 Following Discovering undervalued stocks for long-term holders. Shoot me tickers, I’ll post my findings if I like what I see. This is not investment advice
Title_biology @Title_biology
10 Followers 88 Following
Alice @alice_kelly41
1K Followers 984 Following Welcome to my world🌍 LEO♌️ Don't talk about crypto💰❌ Business👩💼Travel✈️News📰Sport🏌️♀️ I'll share the things I'm interested in👌💯
GiveBackToken GBT mar.. @GBTpromoAgency
102K Followers 1K Following @GBTpromoAgency is a PROFESSIONAL ONLY marketing Agency - Hosts & Influencers ONLY - all profits go directly to support our mission https://t.co/IY5TAY601x
Nick Adams @NadamsOU
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Lola @Buffielovely
1K Followers 1K Following CFL/NFL Mom🏈,..Real Conversations ….Spreading Love 🦸🏽♀️👸🏽🥷🏽🧚🏾👩🏽🎓🌬The Underdog..Breaking chains and taking names….
Holly Tryon @Holly_Tryon
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Jeremiah @Jeremia44029012
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simpletrading @simpletrad17722
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Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 895 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Quoth the Raven @QTRResearch
259K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
Marc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Danielle DiMartino Bo.. @DiMartinoBooth
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Markets & Mayhem @Mayhem4Markets
191K Followers 842 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Liz Ann Sonders @LizAnnSonders
412K Followers 681 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
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.
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
RJR Capital @RJRCapital
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Bobby Clymer @rjc300
57 Followers 59 Following
Ronja @ronjalodmark
276 Followers 412 Following MBA | Ex-🩰| Hangs out @SimplifyETFs | opinions 100% my own
Kevin Green (KG), MSD.. @KGBULLANDBEAR
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Hal Press @NorthRockLP
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Pulte @pulte
3.1M Followers 467 Following The Philanthropist. Inventor of XPhilanthropy. I give away money, food, shelter & medicine!
Lawrence McDonald @Convertbond
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559 Followers 551 Following Chief Investment Officer at WealthVest - Former PM at The Galleon Group
Bill Abbate Jr. @JrAbbate
1K Followers 248 Following My Tweets are my personal opinions and NOT financial advice. Please do your own due diligence. Assume I have a position if you’re reading my Tweets.
Penny Kelley @DocFinance
93 Followers 280 Following Securities offered through Newbridge Securities, Member FINRA/SIPC, https://t.co/edBfwXYG33 and https://t.co/Dcok1s8j7W
RL @RLsloanes
715 Followers 1K Following America First 🇺🇸 Question EVERYTHING. I ❤️ tech, finance, trading, fashion, 2A & free speech. Alum: @georgemasonu & @columbia 🤓
Ryan Ricci @HedgeyeAI
2K Followers 8 Following Macro/AI @Hedgeye. Not Investment Advice. Research available for subscription at https://t.co/Uws5otEOrE
RRRafles ✨ @unformulo
572 Followers 974 Following Libertad, humildad y cordialidad. Ikigai. Do you pledge yourself to a policy of waging war until victory?
Gus L. @GusLehmann12
3K Followers 5K Following 50yrs Trading — S&P, TBonds, Gold, Silver, Currency, Grains. #MAGA, #LSU, NO CRYPTO—Conservative Patriot. NO INVESTMENT ADVICE OFFERED.
Christophe Marin @CptChristophe
567 Followers 698 Following Immigrant/ Investor/ Serial Entrepreneur / Small Biz Owner & Mentor / US Army Veteran / Environmental Champion / VeeFriend / Proud Dad / Dog Lover
Matt Sullivan @SullyMatthew
2K Followers 347 Following Pro-freedom, pro-human flourishing, and pro-betting on ridiculous long-odd parlays.
Nelson Resende @njresende
98 Followers 196 Following Timing matters….yes the mileage pic is mine, it's real and it was spectacular.
Ryan Wilson @HedgeyeRetailRW
373 Followers 72 Following Hedgeye Retail Analyst. Research available for subscription at Retail Pro link below or visit https://t.co/N8op9lhj1V. Amherst Alum. Not Investment Advice.
V @Vibrant_Vibes
2K Followers 817 Following Passionate about holistic healing, vibrant living, free thinker, freedom of speech, social issues, and justice.
Albert Fernandez @terealbert32
49 Followers 364 Following Mountain, Valley, Ocean, and Desert Life. #Hedgeye Sub since 2020. #HedgeyeNation #Process
Joanne McGinnis @JoanneMcGinnis9
103 Followers 416 Following Retired 30+ yr residential mortgage originator; now trading. Love tennis too!
Antíthetos @AntithetosCptl
1K Followers 282 Following än-ti-THetos/. adj. Origin: from Greek 'opposite' or 'contrary'. Constituting or marked by investing in mispriced assets against prevailing market trends.
Matt Cole @ColeMacro
5K Followers 293 Following CEO @strivefunds. Pro-capitalism, liberty, innovation, meritocracy, and human flourishing. Shareholders first. Abolishing ESG and DEI.
Jamie Goodland 🇬�.. @not_a_whale_yet
453 Followers 851 Following Boogie piano🎹 nut || Writer https://t.co/1vwXgyAQ6z || Don't underestimate #BTC #BitcoinETFs #AI || Posts are my own opinions, not financial advice
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131 Followers 76 Following
Clint @pack_rulz1978
277 Followers 1K Following Not a warrior unless I’m called to be but curbside poet because I choose to be.
Steve Wilson @SalesQBWilson1
557 Followers 2K Following President, Sales Performance Group, Fractional Sales - Operational Management, Former Tier-One CEO
Oxbow Advisors - Ted .. @Oxbow_Advisors
3K Followers 289 Following Our common sense approach to investing by emphasizing preservation of capital and growth. Social Media & YouTube Disclosure: https://t.co/tUYYNa5a9H
Víctor Gómez Ayala @Victor_Ayala
11K Followers 4K Following Papá 🦸♂️ Economista (@Penn) & politólogo. Profr. de @ITAM_Mx. Todos los jueves ensayo sobre política fiscal en @ElFinanciero_Mx
Sebastián @SebastinPatron3
5K Followers 687 Following 🚨WILL BLOCK PRIVATE ACCOUNTS Retired Bank Asset Manager NO ADVICE⚠️ There's a hidden order behind the veil of chaos. For SPY QQQ IWM VIX support/resistance🎯👇
Sawchuk Wealth @SawchukWealth
268 Followers 731 Following Old school wealth management meets a forward-looking perspective. Disclosure: https://t.co/68jdhCmBFY
FXHedge @Fxhedgers
422K Followers 95 Following News Headlines: Finance, Economics and Geopolitics affecting money.
ELMS Trading NYC @brooklynboy436
154 Followers 169 Following family run trading team out of Brooklyn, New York City. hedge eye guided. 98% of bitcoiners are just lottery ticket holders #few
The Huntsman @The_Huntsman23
107 Followers 341 Following X requires log in to view tweets now, so..I'm back. Miss me? Business Owner & Trader Coffee, Bourbon, & Wine Aficionado Nothing here is financial advice
Alex Costanzagram @atc6955
623 Followers 366 Following I've got cache up the ying-yang, baby. CEO of Vandelay Industries, living in #cdmx. I own nothing and I'm happy.
Jason C. Hilliard @JayDidder
322 Followers 186 Following Managing Director/CEO, Forecast Capital Management
John Gazitua @GazituaJohn
155 Followers 92 Following
Dr Murphy WeightLoss @TakeWeightOffMD
5K Followers 5K Following Board-certified: Internist, Bariatrician. Trained in genetics, RegenMed, Medical and Family practice Pro Paleo Doc! Independent Physician. LongevityDoc
Prodigy Futures @PradageeX
4K Followers 259 Following Futures trader in recovery. Spiritual and physical health as a performance enhancer
Art Hyde @JekyllCapital
16K Followers 966 Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
The Kobeissi Letter @KobeissiLetter
496K Followers 508 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Billy Zegras @HedgeyeCommBZ
648 Followers 136 Following Hedgeye Communications Analyst (Internet, Media & Cable/Telco). UCLA Alum Not investment advice. For access to research contact [email protected]
Scott @hammertrades18
2K Followers 132 Following Trader, investor, martial artist, DJ. Not licensed, trade at your own risk. https://t.co/iKBZFt9IxW
Michele 'Mish' Schnei.. @marketminute
27K Followers 458 Following Chief Strategist MarketGauge Fin Pub, partner MGAMLLC RIA, Author Plant Your Money Tree-Former NY Commodities Exch member/Media expert/Creator Eco Mod Fam
Randy Woodward @TheBondFreak
46K Followers 2K Following Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjga
Best Idea Short Lithia Motors $LAD 1Q Print--EPS miss of 22% ($6.11 vs $7.85). Slight rev miss. Segments slowing (except used, which makes sense given $KMX commentary)... Takes down LT Operating Margin target and raises SG&A as % of GP. Also notes capital allocation strategy…
"The FT reports that Lithia told employees earlier today that it was planning to shut down its UK used car marketplace CarStore -- acquired as part of last year's Pendragon acquisition -- and cut "hundreds" of employees in its UK operations as it grapples with a downturn in used…
Thailand is an absolute wagon
Thailand beat Kuwait 57-0 in an IIHF U18 World Qualifier 🤯 Shots on goal were 122-1 Thailand 😳 (via @IIHFHockey)
INFLATION No change to the re-acceleration in US #Inflation that both the establishment Econs and @federalreserve completely missed (again)
What percentage of revenue and what percentage of costs in the next year will be from AI robotics vs. making cars. It’s a car company. It is silly to pretend it isn’t at this point.
$TSLA TESLA CEO SAYS WE SHOULD BE VALUED AS AI ROBOTICS COMPANY, NOT AUTO COMPANY
@HedgeyeComm Like…in a Kardashian-Pepsi moment or 404 error kind of way?
88% of US adults believe that marijuana use should be legal in some form. 32% believe “it should be legal for medical use only,” and 57% believe “it should be legal for medical and recreational use.” demographyunplugged.com/p/marijuana-su…
It’s hard to believe it’s just a little more than a week away! Really excited to join @KeithMcCullough in person!
I have always had such a blast talking turkey with @KeithMcCullough. But this time I'm going to get to do it IN PERSON! In a moment of weakness the folks at @Hedgeye invited little ol' me to participate in their Spring conference! you can get info and tickets at…
@Hedgeye risk ranges show $VIX higher lows for 11 straight days & price lowest it’s been in 6 days. Interesting with 48% of the $SPX going to report this week. #ballunderwater ? You can’t run from the data Learn more here with 66% off link …eyeriskmanagementllc.referralrock.com/l/LERANBENCH85/
Inflation = Higher For Longer (HFL). I just got this email from one of my energy suppliers. I'm not sure how you arrive at any conclusion other than longer-term structural upward inflation pressure coming from this profound energy crossroads.
We launched coverage of $TTE. A more pragmatic view on the energy transition. Subscribers can get our Elevator Pitch in the inbox.
"The FT reports that Lithia told employees earlier today that it was planning to shut down its UK used car marketplace CarStore -- acquired as part of last year's Pendragon acquisition -- and cut "hundreds" of employees in its UK operations as it grapples with a downturn in used…
The NYSE welcomes @lithiamotors in ringing the Opening Bell! $LAD
India $INDA Manufacturing PMI held flat at the highest rate since February 2008. Employment increased to its highest rates in 1.5yrs
"Hall of fame year for inflation" - @Austan_Goolsbee
@KeithMcCullough Just got emailed my updated auto insurance premium for the year, up 37% over 2023. Not a ding on my report since the 90's. Hyperinflation.
How about those @Canes last night?! #playoffhockey #crazy #comeback
If you missed last week’s podcast, make sure to give it a listen. We discussed the legacies of Robert MacNeil and O.J. Simpson. Subscribe for future episodes. demographyunplugged.com/p/episode-24-t…
@KeithMcCullough Damn right 👊 it's easier to listen to some nincompoop schilling for their flavor of the week. No #process whatsoever. Encouraging hype & feelings-based trading is a recipe for disaster. Hedgeye offers the blueprint to apply to your trading philosophy. You must #GoAnywhere.
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