Author
@HedgeyeTech HedgeyeTech
Hedgeye CFA running model-driven long/short AI-infrastructure and semis coverage
Institutional analyst publishing tickered long/short calls a
trader score
-0.55
hit rate
31%
mean α
-0.58%
signals 14d
23
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 16 scored bets: 31% hit rate, -0.58% mean alpha, trader score -0.55. Their last-14d mentions, direction-adjusted, have moved -6.4% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @HedgeyeTech | · | Suggests the IPO market may remain closed until 2027. | · | tweet ↗ |
| 2026-10-14 | · | @HedgeyeTech | · | Notes optics stocks failed to receive the expected OCP lift while memory stocks also declined. | · | tweet ↗ |
| 2026-10-14 | CRWV | @HedgeyeTech | -0.95 | Reiterates CRWV as the author's top short and cites borrowing and cash-flow concerns. | -17.6% | tweet ↗ |
| 2026-10-12 | CRDO | @HedgeyeTech | +0.25 | Strong attendance at Credo's micro-emitter presentation is framed as unexpectedly positive interest. | -26.7% | tweet ↗ |
| 2026-10-12 | AVGO | @HedgeyeTech | +0.20 | Standing-room-only attendance signals strong interest in an OpenAI, Broadcom and Celestica panel. | -9.3% | tweet ↗ |
| 2026-10-12 | CLS | @HedgeyeTech | +0.20 | Standing-room-only attendance signals strong interest in an OpenAI, Broadcom and Celestica panel. | -25.2% | tweet ↗ |
| 2026-10-09 | PDD | @HedgeyeTech | +0.00 | Rejects PDD as the explanation for SE's decline but does not identify the alternative driver. | -2.8% | tweet ↗ |
| 2026-10-09 | SE | @HedgeyeTech | -0.25 | Rejects PDD as the explanation for SE's decline but does not identify the alternative driver. | -21.6% | tweet ↗ |
| 2026-10-09 | ANET | @HedgeyeTech | -0.65 | Prefer long MRVL versus short ANET; upcoming conference session may challenge ANET bulls. — Explicitly favors Marvell over Arista and reiterates an existing pair-trade thesis. | -20.5% | tweet ↗ |
| 2026-10-09 | MRVL | @HedgeyeTech | +0.70 | Prefer long MRVL versus short ANET; upcoming conference session may challenge ANET bulls. — Explicitly favors Marvell over Arista and reiterates an existing pair-trade thesis. | -17.0% | tweet ↗ |
| 2026-10-09 | AAPL | @HedgeyeTech | -0.90 | Discloses an existing Apple short and expects the bearish supercycle thesis to keep playing out. | +3.3% | tweet ↗ |
| 2026-10-09 | · | @HedgeyeTech | · | Announces a new trader-focused research product with headlines, quant signals, short-interest data and daily trades. | · | tweet ↗ |
| 2026-10-08 | · | @HedgeyeTech | · | Reports that data-center company Firmus postponed its IPO. | · | tweet ↗ |
| 2026-10-08 | · | @HedgeyeTech | · | Reports OpenAI's September annual recurring revenue was about $50 billion rather than the rumored $70 billion. | · | tweet ↗ |
| 2026-10-07 | 005930.KS | @HedgeyeTech | -0.60 | Samsung's preliminary Q3 2026 revenue and operating income missed consensus. | — | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.