Andrew Freedman, CFA 🦅

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

NOT Investment Advice

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Incredible…

[Trishla Ostwal @trishlaostwal]

News: The Trade Desk has appointed Nate Olmstead as CFO. He becomes the company’s fourth finance chief in roughly a year and will join on July 9, reporting to CEO Jeff Green.

https://t.co/Xsrh9Q8v9D

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@ActAccordingly What is ROAS on search for advertisers?

What is a Google roadmap for SEO to AIO?

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@DratchCap @mcuban My brain defaults too…

Tech innovation plus deflation = fuels adoption = progress

Which…

Feeds demand/inflation in the real economy… real products / goods and services

Think it is all related…

[Hedgeye @Hedgeye]

🚀 SpaceX is set to be the largest IPO in history.

Wednesday, June 3rd: our two-part presentation on $SPCX.

12:30 ET — @HedgeyeIndstrls on launch economics & Starship.
2:00 ET — @HedgeyeComm on Starlink & xAI.

Get access below:

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Excited to team up with @HedgeyeIndstrls on the $SPCX IPO!

Jay is going to bring his expertise on transports and aero/defense, while @HedgeyeCommOR and I tackle Starlink and Grok/xAI!

Contact [email protected] for access!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

$MDB!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@TraderCT

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

From $276 to $120 and back again…

Meanwhile, product revenue growth (below) and CRPO growth continue to #accelerate to the mid-30s like we projected! $SNOW

[Keith McCullough @KeithMcCullough]

The Signal Strikes Again!

$SNOW was recently added to our Signal Strength Stocks (Quantamental Stock Picking) product via Freedbird's idea @HedgeyeComm

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@TraderCT Haha a lot going on with work and family and travel!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@DratchCap This is so 2024 when they made the segment reclassification and told us exactly this...

Not sure it really matters especially since they report gaap and anyone can make the adjustments if they so choose...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

My 4-year old just pointed to a picture of a CD and said “Daddy, a long long time ago these were used to watch tv and music”

😆😭😆

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Have a great weekend!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@JerryCap lol now you are just trolling…

Dispatch? Claude Code?

[MetaCritic Capital @MetacriticCap]

Disappointed they stopped reporting mDAUs

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

You have to love this TAM chart! $SPCX

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Have a great weekend!

[BuccoCapital Bloke @buccocapital]

Finally killed Asana by rebuilding my to-do list as a live artifact in Claude then using scheduled tasks to scan my slacks, email and calendar each day to propose to-dos

Infinitely, unbelievably better and more effective

More and more workflows being sucked into Claude

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

@buccocapital It just looks at the time and if you are nearing end of context window it will give you nudges to either stop or start over in fresh context window...

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

This is a joke right? She has been the CSO since February 2022 and $TTD couldn't have had a worse strategy...

[Trishla Ostwal @trishlaostwal]

SCOOP: @TheTradeDesk's chief strategy officer Samantha Jacobson is leaving the company to join @OpenAI

https://t.co/VDNiohq28i