Hedgeye
@Hedgeye
We are an independent investing research and financial media company. Not Investment Advice. Access our research at
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JUST IN: MicroStrategy, $MSTR, announces it has sold 1,638 $BTC worth $105 million.
Bitcoin soars above $63k on the news.
Oh man $RBLX, guiding 3Q to -16% (consensus was expecting -3%) at the mid-point and pulling the full year guide is a good recipe for a bad quarter...
Unfilled orders for computers and electronics hits a record high, blowing past the dot-com peak.
U.S. 30-year yield soaring to highest level since 2007
Amazon, Meta, and Google's free cash flow is collapsing toward or below zero
Apple captured nearly half of global smartphone revenue, 3x Samsung's share
Reading @KeithMcCullough's book?
Tweet us the line on the #process# that hit you hardest.
Get your FREE copy here:
🇺🇸 U.S. strategic oil reserve hits lowest level since 1983
BREAKING: Amazon, $AMZN, shares soar +15.2%, the largest percentage gain since 2012.
Daily crypto volume across exchanges is dwindling
BREAKING: Roblox, $RBLX, plunges -28.8% after the company pulled full-year guidance after Q2 bookings growth slowed.
Hyperscalers have lined up $2.6 trillion in future spending commitments on compute, leases, and energy
The South Korean KOSPI index surges +18% in a single session, more than any other index has done this century
We're Short $AAPL. It's currently down 8% pre-market - if it stands, it would be the WORST earnings reaction since the December 2012 quarter. That's a long time! For the analysts out there, FX and supply chain were NOT the issues. We laid out the BEAR issues in our report last night to clients. We're betting on it's only going to get worse from here.
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Foreign purchases of U.S. stocks are surging
U.S. private credit default rate hits record high in Q2 2026, per Fitch Ratings
JUST IN: U.S. Senate votes 50-49 against restricting President Trump's authority to strike Iran without Congress.
If you bought Sandisk yesterday, you'd have outperformed someone holding $ETH for 4 years.
🇰🇷 The Kospi's volatility hit an all-time high, above the 1997 Asian Financial Crisis and the 2020 pandemic.
Two memory-chip stocks now are more than half the index
