Nick Balch
@HedgeyeSoftware
Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://insights.hedgeye.com/twitter-bio-software-pro/
Just published our Black Book invite for upcoming IPO, $FIG, which we will host on Tuesday, 7/29, @ 2PM ET
‘Sell Them All’: Why We’re Fading the Mag 7 $GOOGL was the first “Magnificent 7” stock to report Q1 earnings, popping into Thursday’s close and into Friday. CNBC cheered the move — but the rally may not last. 🔊 Hedgeye CEO @KeithMcCullough warns in this clip from The Call @…
McCullough: "Inflation Should Be Your #1 Bet" 🔊 If you're new to investing, here’s something you won’t hear on CNBC: The smartest thing you can do right now is get long inflation. At Hedgeye, rising inflation is a key feature of Quad 3—an environment where inflation…
The next 6 months we are going to get… Grok 4.0, GPT 5.0 and Gemini 3.0 Exciting times!
McCullough: How We Nailed Dr. Copper (And Why You Shouldn't Chase) The Hedgeye process had our subscribers prepared ahead of Copper's $CPER surge to all-time highs on Wednesday. "The AI signal, the fractal patterns, that we have embedded in our process certainly saw this…
NEW I created a live tweeting bot for The Call and The Macro Show. I'll be trying it out for The Call today.
CALL INVITE -> SHORT $APPN | 40% DOWNSIDE | LOW-CODE TO CODE-RED app.hedgeye.com/insights/16764… via @HedgeyeComm @HedgeyeSoftware
WATCH: Tuesday at 11:00am ET 🚨 In this special edition of "Real Conversations," Hedgeye CEO @KeithMcCullough welcomes Sam Rahman and David Salem, portfolio managers for Hedgeye Asset Management @HedgeyeAM. Click for complimentary access: app.hedgeye.com/insights/16735…
McCullough: No Recession—Rates Don’t Lie Markets can’t hide from the signals embedded in interest rates. 🔊 In this clip from The Macro Show, Hedgeye CEO @KeithMcCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is…
Big news: We are excited to announce two veteran portfolio managers David Salem (@dsaleminvestor) and Sam Rahman (@SamofAmerica) are joining Hedgeye Asset Management (HAM), a subsidiary of @Hedgeye. Salem oversaw $8B at TIFF and partnered with Jeremy Grantham at GMO. Rahman…
LIVE (free) now ! WATCH | The Pitch: High Conviction Stock Ideas From Hedgeye Analysts app.hedgeye.com/insights/16591… via @hedgeye
People are overly fixated on $GOOGL Cost-Per-Click (CPC) growth figures from Q1 2025... 1) CPC growth has been gradually slowing since Q2 2024 (similar pattern with $META, which is actually experiencing faster impression growth deceleration) 2) Q1 2025 showed ~2% growth versus…
All hype, no fundamentals, & poor tokenomics - the $5B collapse of Mantra $OM - read below 👇 thestreet.com/crypto/markets… @coinage_media @Hedgeye #Mantra #OM #Crypto
3-Minute Recap: The "Hedgeye Investing Summit" 🔊 We brought together some of the sharpest minds in finance for last week’s online investing event. This highlight reel captures the key moments—insights, data, process, and perspective you won’t get anywhere else. You can watch…
Day 3 — Our Grand Finale of the "Investing Summit" is here! 🔥 We’re closing out strong. Three big, must-see webcasts today beginning at 11:00am ET. Join @KeithMcCullough and top market minds for sharp analysis, risk management insights, and actionable investing ideas. ➡️ Get…