📈 Signal Strength Stocks These are the winners our community is riding. > e.l.f. Beauty, $ELF, +61.0% over 126 days > Apple, $AAPL, +4.5% over 60 days > SharkNinja, $SN, +23.8% over 41 days > JAKKS Pacific, $JAKK, +42.2% over 40 days > Cracker Barrel, $CBRL, +23.4% over 39 days This morning, Hedgeye CEO @KeithMcCullough had a total of 62 stocks on the list. Signal Strength Stocks are quant-driven stock picks directly from Keith’s PVV Model (Price, Volume & Volatility), each with analyst rankings attached. “There is no emotion. My process is rules-based. Every single day I execute on it,” McCullough says. It’s fast become a must-have tool for traders and investors. Get access to the full list, updated daily:

Need help risk managing this market? I'll be LIVE @HedgeyeTV (for free) at 12PM ET with my friend @LizAnnSonders ! REAL CONVERSATIONS | Beyond the Index: Market Concentration, Inflation & the Risks Ahead via @hedgeye

Ever had a great idea turn into your worst loss? Usually it wasn't the idea. It was the size. Set your MIN and MAX before the trade, by asset class. Equities run 2% to 6% per position. Fixed Income 3% to 10%. Commodities 1% to 4%. Longs always larger than shorts. Then scale inside those lines in 50-150bps increments. Never a full position in one move. Full cheat sheet below. Learn the rest of the process at

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Anthropic IPO Details: 1. Expecting ~$1 trillion valuation, up to $1.02 trillion on outstanding shares, or up to $1.405 trillion fully diluted 2. Raising up to $64.4 bln, 825 million shares at $70 to $78 3. Plus a $26 bln private placement, bringing the total to up to $90.4 bln 4. Below SpaceX's record, which raised $85.7 bln 5. Listing on Nasdaq as "$ANT", trading planned for late next week

I am not sure why I should bother responding to someone who doesn't use his own name (there is something cowardly about attacking others while being shrouded by anonymity) - but since you asked... * I would call attention to @KeithMcCullough for personally navigating multiple cycles effectively and timestamping every trade. * I would call attention to the fact that I know no one other than @KeithMcCullough has avoided the 6-7 major drawdowns in the last 20 years. (If you lose -50% you have to +100% to get back even) * I would call attention to @hedgeye and @KeithMcCullough for his ingenuity, persistence and returns in utilizing and adopting fractals in a market that has become dominated by algos and machines. * I would call attention to @keithmccullough calling out others (in the business media) who have little risk discipline, process or analytical vigor. * I would call attention to @hedgeye powerful research team of analysts which have led me to a number of successful longs and shorts (e.g. $MPT). * I would call out @hedgeye @KeithMcCullough for being flexible and not Perma anything - except for being Perma Profitable and possessing superior risk management skills. @edgeyeDJ @Hedgeye_HGRO @RPKInvestor

AI literally building an operating system… “As an experiment, one Anthropic engineer gave Fable 5.2 the task of designing a prototype operating system. Starting from an empty folder, the model coordinated over 1,000 subagents, working around the clock for eight days writing, testing, and reviewing code. It produced a working operating system that boots on a laptop, with its own core that runs the machine, drivers for the disk, keyboard, and network, permanent file storage, windows, a login screen, an installer, and built-in Claude functionality (see the video below).”

Hedgeye CEO @KeithMcCullough says the economic cycle peaked in 2026 and Quad 4 arrives in the first half of 2027. “You don’t go buy stocks when growth and inflation are slowing.” Watch the full interview with @maggielake on Wealthion 👇