Andrew Freedman, CFA 🦅

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Andrew Freedman, CFA 🦅

Andrew Freedman, CFA 🦅

@HedgeyeComm

Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); Anthropic + OpenAI NOT Investment Advice

Down the AI squirrel hole! Katılım Aralık 2018
3.2K Takip Edilen35.9K Takipçiler
Andrew Freedman, CFA 🦅 retweetledi
BuccoCapital Bloke
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
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Andrew Freedman, CFA 🦅
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...
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
I thought it was weird that Claude kept telling me to go to sleep so I went on reddit and there's hundreds and hundreds of people saying that Claude keeps trying to end the conversation by telling them to go to bed
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Andrew Freedman, CFA 🦅 retweetledi
Claude
Claude@claudeai·
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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Keith McCullough
Keith McCullough@KeithMcCullough·
Yep, both the market and my Signaling Process agrees. It was ultra bearish for $QQQ $GOOGL etc. to print all-time highs with $META confirming Bearish @Hedgeye TREND today. I'll ask Freebird @HedgeyeComm about it tomorrow on The Call @HedgeyeTV
Sam Rahman@SamofAmerica

@KeithMcCullough Zuck is chasing, which is a bad position to be in Also, he’s not saying it, but he’s changing $META’s business model Markets usually hate change by forced circumstance

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Andrew Freedman, CFA 🦅
Andrew Freedman, CFA 🦅@HedgeyeComm·
Bill has figured out the AI $PINS narrative… Data, taste graph, image vs text… Relevance -> Engagement flywheel…
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Brett Caughran
Brett Caughran@FundamentEdge·
Having so much fun thinking through all the possibilities of rewiring the investment process with agents. And OpenAI Image 2 is so good you can really make these ideas come to life visually:
Brett Caughran tweet media
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Alex
Alex@AleksandarGenov·
@HedgeyeComm What a pos of a stock, seriously
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Capt Brando
Capt Brando@rbsailor1·
@KeithMcCullough @Hedgeye @HedgeyeComm Freebird really has gotten me emotionally connected to ROKU, sure hated selling it last time the signal broke. Was like letting my kid go. The process trumps emotion though, always.
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idiot
idiot@alex__pitti·
@HedgeyeComm of course after the fact you claim you were bullish all along! classic
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idiot
idiot@alex__pitti·
people said atlassian was a 0, but now it's growing very quickly. this was a very stressful thing. i think @HedgeyeComm was super cocky about it. do 0s grow 30%?? $team
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Alex
Alex@AleksandarGenov·
@HedgeyeComm You reckon there is a chance for one of those 20-30% days tomorrow. Results were great, guiding towards decel though.
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Keşfet

@buccocapital @HedgeyeIndstrls @SpaceX @cryptochamomile @KeithMcCullough @Hedgeye @HedgeyeTV @FundamentEdge