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$SE has UNDERPERFORMED $QQQ by 7% since our Short pitch. Do investors understand the risks heading into 2026?
SHORT CALL: Our analyst Felix Wang's (@HedgeyeTech) next big idea is a familiar one – short Sea $SE 📉 He's hosting a two-part presentation explaining why significant downside exists Wed 9/10 and Thurs 9/11 at 2:00pm ET. His $SE track record is featured in the image below.…
'It's going to be really bad': Fears over AI bubble bursting grow in Silicon Valley bbc.in/4qaQkTO
I'm believing to think Clickhouse $NBIS actually deserves its $7bn valuation
Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand. First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software…
Felix Wang @HedgeyeTech went long WhiteFiber $WYFI early — capturing a +93% surge as the company’s differentiated approach to AI Infrastructure gained traction. Read the full story here 👇
For some, it may go close to zero.
Nvidia, $NVDA, CEO Jensen Huang says AI will ‘probably’ bring 4-day work week
I will be at the OCP conference next week @OpenComputePrj #OCPSummit25next, and also hosting a small dinner. If you're an institutional investor nearby, would be great to meet you.
We continue to pare back our monster AI winners. Latest being $VRT. The upside is very limited and we disclosed a key hurdle that may keep investors on edge.
We’ve got news… 👀 👀 @WSJ has the scoop with @LisaSu + @sama: on.wsj.com/3WpQSY2.
Semis soaring on the $AMD / $OpenAI investment . AMD pulled a page from the $NVDA playbook
Goldman Sachs most Shorted basket of stocks was up 8% last week …the squeeze continues.
Many AI stocks are trading way above their fair valuation but investors don’t seem to care.
All our Longs have been on fire
How many of you are long $WYFI alongside our community in our popular Signal Strength Stocks product? @HedgeyeTech
Finally, someone talking about the electric bill...According to a Bloomberg News analysis, wholesale electricity now costs as much as 267% more for a single month than it did five years ago in areas located near significant data center activity.
A single rack draws ~100kW. A Google “superpod” of 9216 networked Ironwood TPU chips draws 10 MW. For perspective, the average US household draws less than 2 kW -Chips/Cheese
I joked with @HedgeyeChips that $WOLF is a 10-bagger when it was $1 and heading into bankruptcy. Never thought it’s a 30x bagger.
ChatGPT already helps millions of people find what to buy. Now it can help them buy it too. We’re introducing Instant Checkout in ChatGPT with @Etsy and @Shopify, and open-sourcing the Agentic Commerce Protocol that powers it, built with @Stripe, so more merchants and developers…
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