Sam Rahman

Sector Heads getting ready for The Call's live broadcast. 1st time we are doing this format.

RT @mablum: Keith doing what he does best!

RT @KeithMcCullough: Big kickoff last night - thanking all of you who made the trip!

RT @HedgeyeAM: We are live at @Hedgeye Live! @KeithMcCullough

@AUaussieF @KeithMcCullough Check out $CSCO - huge AI orders with strength in their optical biz

@KeithMcCullough @SamofAmerica Nice call, mate! Stoked to see Sam and the HAM crew riding that COHR rocket. Any plans for the next move?

Remember the time we had that $COHR Buy Signal? Sam from HAM is riding that rocket @SamofAmerica

@MSMjabberwocky @KeithMcCullough Get well, Justin

@KeithMcCullough @SamofAmerica very grateful he is on your team. I wish I was there today. I will be at next one with a solid year of the Process behind me and hopefully a clean bill on cancer, finally. Cheers. Have a great meeting....up as much today as yesterday...50/50 long/shorts

@KeithMcCullough Optical, baby!

Most “growth” ETFs own 200 stocks and call it conviction. $HGRO owns fewer than 50. Focused. Macro-aware. Built for actual stock picking. @SamofAmerica spent 15 years inside Fidelity’s family office managing a multi-billion-dollar public equity portfolio before launching this strategy. He doesn’t closet-index. $100M AUM as of 5/5/2026 and climbing... NYSE: $HGRO — hedgeyeam.com/hgro

@SamofAmerica Nuanced point on $tsla and how Elon will prioritize capital allocation open.substack.com/pub/wealthvest…

@assumestupidity @InTheAssembly Enough people bought the bullshit

@SamofAmerica @InTheAssembly More like a fraud. Calling for obviously ridiculous price targets on shitcos is not marketing.

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

RT @DougKass: Enough is enough. Read this tweet from @InTheAssembly on $ARKK performance and Cathie Wood... it is not ad hominem, its fact…

@timpierotti1 Thanks for hosting me, Tim! Great questions and an thoughtful conversation with you guys

An honor and an education to have @SamofAmerica on our podcast. Sam shared exactly how he is approaching this economy and market and delivering alpha via $HGRO

Good question for Jay. It most likely is that his primary focus is on industrials. Ag names have not traded well over the past few years as the ups and downs of ag cycle, weather, and rising yields have made them tough stocks The loss of 20-30% of urea/ammonia from the SoH makes this a different story now

@SamofAmerica Thanks for the clarification. I had a similar idea a good way up the recent parabolic ramp of CF. I was wondering if Van Sciver's bottom up PODS analysis found something untoward? I never initiated a position, oh well. Maybe you liking it, and Keith saying "buy it" is enough?

Sam @SamofAmerica seeing a nice Bullish Divergence from $CF here today. Consensus CNBC-types aren't long that one

@napagent Hedgeye research doesn’t cover it It’s my stock idea

@SamofAmerica @KeithMcCullough Been asking Keith/Hedgeye about fertilizer stocks for well over a month. I appreciate the CF color, but it (nor any other) has not made the Signal Strength Stock List (checked again today)?

@4thTroglodyte @TeucriumETFs You need all 3

Unfortunately, $CF also doesn't have an answer for phosphate fertilizers such as MAP and DAP. This troglodyte remains long @TeucriumETFs

Supply Chain Shock 3.0 = Buy $CF