Upcoming Events Hedgeye

4/22: HedgeyeTech Data Update $AAPL $SMCI $BABA $JD

4/23: HedgeyeRetail Q1 Earnings Setup (100+ tickers)

4/23: HedgeyeCannabis $GDNSF New Long Black Book

4/23: HedgeyeComm $CHTR Short Black Book

4/26: HedgeyeFIG Housing 2Q24 Themes

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Cartoon of the Day 🍎

$AAPL remains a 'Best Idea' short of our analyst Felix Wang Felix Wang, CFA. Shares have fallen over 15% since hitting their 52 week (and all-time) high just shy of $200.

Our next two ideas are both IPOs.

We covered our $NTES 9999.HK Short idea last Wednesday - right at fair value $89. Since our pitch last November (peak at $118), NTES has fallen 25% and underperformed Nasdaq Golden Dragon Index by 13% points.  NTES remains a consensus Long among investors. We

My wife found our picture of when we first started dating. She looked at me and said, 'THIS was the peak of your beauty.' #sundaywifetweet

In my opinion, TikTok should not be banned in the USA, even though such a ban may benefit the 𝕏 platform.

Doing so would be contrary to freedom of speech and expression. It is not what America stands for.

Hosting my data update call on $AAPL $SMCI $BABA $JD next Monday to clients, before earnings season begins in earnest. Contact [email protected] for access

Mark your calendars for $AAPL earnings on May 2nd

Health Care Show today at 1PM ET $TXG $THC $UNH $JNJ to sign up landing.hedgeye.com/health-care-pr…

Our Team can't wait for Hedgeye Live which is around the corner now: May 2 - 5 in Greenwich, CT.
We have a tremendous sponsor lineup: Simplify Venable LLP Chelsea Piers CT Wines Til Sold Out | WTSO.com Broken Shed Vodka.
A few tickets are still available: hedgeyelive.com

$SMCI 2nd most shorted S&P 500 stock in March 🤨

My wife and I were in a good discussion, and I said I think I'm a good learner. She said I don't think so... I never see you learn anything from me. #sundaywifetweet

WATCH | All 9 interviews from this week's 12th Hedgeye Investing Summit are now available to watch free on-demand 🔥

'If you take your capital seriously (as I do), Hedgeye
Keith McCullough 'Investing Summit' conversations are a necessary view in balancing against the pablum of

Funniest chart I’ve seen in a while #investing

If you're bullish on $NTES given this renewed partnership with Blizzard $MSFT on games that are over 15 years old, you're missing the forest from the trees.

$MU Micron currently estimates that the Taiwan earthquake will result in an impact of up to a mid-single digit percentage of a calendar quarter's Company-level DRAM supply.

Working on a bubble stock idea. More are popping up given the euphoria

Top Long $DIDIY is on 🔥 . I wrote a client note earlier this week explaining what I think is going on - still trading at massive discount to $UBER