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
+0.79
hit rate
50%
mean α
+0.35%
signals 14d
19
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 20 scored bets: 50% hit rate, +0.35% mean alpha, trader score +0.79. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @HedgeyeTech | · | CXMT revenue rose 873% year over year and profit swung sharply positive. | · | tweet ↗ |
| 2026-08-27 | NVDA | @HedgeyeTech | +0.20 | A regression model closely predicted Nvidia data-center revenue and guidance with a 97% R-squared. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @HedgeyeTech | +0.65 | Reports Nvidia guided to 70% FY2028 revenue growth, 17% above Bloomberg consensus. | +3.8% | tweet ↗ |
| 2026-08-26 | AAPL | @HedgeyeTech | +0.15 | Says an unspecified development remains important for Apple, but parent context is missing. | +2.0% | tweet ↗ |
| 2026-08-26 | AAPL | @HedgeyeTech | +0.15 | Reports Apple will unveil the iPhone 18 on September 9 at 1 p.m. ET. | +2.0% | tweet ↗ |
| 2026-08-26 | · | @HedgeyeTech | · | Reports Zhipu confirmed Ox Alpha as a GLM iteration and plans to release its weights tonight. | · | tweet ↗ |
| 2026-08-25 | PDD | @HedgeyeTech | -0.10 | Believes Temu is pursuing greater independence despite some integration. | -2.3% | tweet ↗ |
| 2026-08-25 | PDD | @HedgeyeTech | +0.25 | Suggests PDD should spin out Temu and signals interest in global e-commerce and fintech. | -2.3% | tweet ↗ |
| 2026-08-24 | NVDA | @HedgeyeTech | -0.20 | Questions Nvidia's expensive acquisition and its ability to close model-performance gaps. | +4.4% | tweet ↗ |
| 2026-08-24 | CRWV | @HedgeyeTech | +0.00 | Questions Nvidia's expensive acquisition and its ability to close model-performance gaps. | -2.3% | tweet ↗ |
| 2026-08-23 | BABA | @HedgeyeTech | -0.25 | Other Asian AI names fell about 8% in sympathy with Alibaba. | -0.4% | tweet ↗ |
| 2026-08-23 | BABA | @HedgeyeTech | -0.50 | Alibaba fell another 5% overnight after a massive offering amid intensifying AI competition. | -0.4% | tweet ↗ |
| 2026-08-21 | BABA | @HedgeyeTech | -0.30 | The author removed its Alibaba long after outperformance, citing caught-up consensus and possible cloud weakness. | -0.4% | tweet ↗ |
| 2026-08-21 | MRVL | @HedgeyeTech | +0.60 | The author elevated its MRVL long after a surprise seven-year warrant deal with Google. | -8.6% | tweet ↗ |
| 2026-08-21 | GOOGL | @HedgeyeTech | +0.10 | The author elevated its MRVL long after a surprise seven-year warrant deal with Google. | +0.5% | 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.