Andrew Freedman, CFA 🦅

Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI

NOT Investment Advice

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Not in love with Fable 5.2...

Nothing wrong with it, but haven't seen much of a lift vs Opus 5.5...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@Crussian17

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

It is ugly out there...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@fadingtherip Multiple times over!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Still surprised people really thought $ANT IPO wasn't going to happen...

Our base case has been 11/19 (Thursday) first day of trading for the last month...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@DratchCap 😝

[Hedgeye @Hedgeye]

Anthropic’s IPO could value it at over $1 Trillion. Can the business justify it?

Join Communications analyst Andrew Freedman @HedgeyeComm on Nov. 16 at 2 PM ET for a deep dive into Anthropic’s valuation, AI adoption, and its path to $500 BILLION in annual revenue.

Learn more 👇

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@HedgeyeDJ @perplexity_ai Fwiw I am proud of you

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@lngspt @aegoncap @HedgeyeTechLaw I honestly regret the timing of that tweet.

I wasn’t thoughtful enough about how it would be received on here.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Are you paying attention?

@HedgeyeTechLaw certainly is.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

I almost went to school to become a meteorologist, but instead went into equity reaearch. Another career choice where you are paid to be wrong and people to get mad at you.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@aegoncap @HedgeyeTechLaw I mean story has been pretty consistent if you have been paying attention to our research!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@aegoncap @HedgeyeTechLaw You mean short Applovin to $230?

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Love, David. Hahaha

[David Einhorn @davidein]

Obviously. I literally asked Ai what he would hate most. These are not my favorite charities. These are probably his least favorite. That’s the point.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@WaterworldCapi1

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@chaka23121 Cone of uncertainty is wide...

I get bankers doing what they do best...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

$600B by 2030 eh… $ANT

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

$ANT game time letssss go!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@FundamentEdge Lack of imagination and agency is a problem for a lot of people.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Told ya $ANT ARR would pick up in October… over a month ago.