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Joined January 2009
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May 13
The U.S. Dollar has lost 30% of its purchasing power over the last six years
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Hedgeye retweeted
MORE EVIDENCE THAT A COMMODITY SUPER CYCLE IS UNDERWAY. STAY LONG MR. COPPER. x.com/Hedgeye/status/2065755…

Copper closed at a weekly all-time high
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The LLM Token Expenditure Index is now back to its January level, when the agentic AI market exploded
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Cybersecurity stocks are up 29.5% YTD while software has barely broken even We remain long in $BUG terms.
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The NY Fed gold vault holds 10x less reserves than Fort Knox
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Copper closed at a weekly all-time high
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Jun 12
SpaceX, $SPCX ripped 23.1% higher on its first day of trading.
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Jun 12
The S&P 500 closed 2.3% from its all-time high
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Jun 12
BREAKING: Crude oil plunges -2% to 1-month lows
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Jun 12
Oil crashing further:
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Hedgeye retweeted
That's one small step for a man... One giant leap for Elons bank account. $SPCX
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Jun 12
SpaceX's IPO offer is roughly 2x the size of the previous record holder, Saudi Aramco
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Hedgeye retweeted
Our new tactical Long idea is already up 12% since our client note this morning. Don't miss out!
We’re on a roll. Two new ideas next Monday on AI call - one Short, one Long . One US, one China
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Jun 12
SpaceX is now the 6th largest public company in the world.
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Jun 12
BREAKING: SpaceX $SPCX begins trading at $150/share
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Jun 12
BREAKING: 2X Space ETF, $SPCL, halted after pushing 60% higher intraday
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Jun 12
🇺🇸 U.S. Consumer sentiment bounces from lowest reading on record
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Jun 12
U.S. debt has surpassed 100% of GDP for the first time since WWII
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Jun 12
Second largest daily point gain in Nasdaq history:
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Jun 12
Iranian crude oil flows to China plunged from 160k to 1.8k barrels per day
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Hedgeye retweeted
$SPCX If you ❤️ this tweet it turns into a 🚀 emoji. The subtle things in life…
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