Sam Rahman

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Sam Rahman

Sam Rahman

@SamofAmerica

Portfolio Manager @ Hedgeye Asset Management | 30+ years Global Investing | ex Senior PM at Crosby Advisors (Fidelity Family Office) | Active, Large Cap Equity

Boston, MA Katılım Haziran 2020
277 Takip Edilen2.7K Takipçiler
Sam Rahman retweetledi
Hedgeye
Hedgeye@Hedgeye·
Let's get coach @KeithMcCullough over 300k, shall we? 🏒🔥
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The Long View
The Long View@HayekAndKeynes·
Big mood shift today Israel basically signaling they dropped enough bombs and RoW saying they will help to clear Hormuz. Harder for Iran to sustain aggression against all allies. Increases odds they fold. Small risk they keep pushing and China/Russia add backdoor support but I don’t think China will risk that given what they have seen. Could certainly try to invite world navies in and pull something sneaky but I would discount that. See a clear window for resolution which didn’t exist until today. TBD
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Keith McCullough
Keith McCullough@KeithMcCullough·
= alpha. Specifically not a group of tickers that every hedge fund on the planet is crowded into
Sam Rahman@SamofAmerica

@KeithMcCullough Thanks Interesting that several stocks like these have held trade and trend levels despite market correction and VIX spike

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Sam Rahman
Sam Rahman@SamofAmerica·
@KeithMcCullough Thanks Interesting that several stocks like these have held trade and trend levels despite market correction and VIX spike
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Sam Rahman retweetledi
Hedgeye
Hedgeye@Hedgeye·
HAM For Lunch | @HedgeyeAM Join Hedgeye CEO @KeithMcCullough for a candid conversation with 3 portfolio managers on how they're positioning capital right now. Watch Live or On-Demand Thursday, March 19 at 11:00am ET
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Keith McCullough
Keith McCullough@KeithMcCullough·
#GoAnywhere but not everywhere with your hard-earned capital
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Keith McCullough
Keith McCullough@KeithMcCullough·
Who's the latest brilliant Hedge Fund guy who shorted South Korean Stocks AFTER a correction?
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SuspendedCap
SuspendedCap@ContrarianCurse·
>make an unproven 27yo head of your core initiative >rolling DD RIFs every 18-24m >bring in employees making 100x exist staff >constant reorgs I wonder why they can't ship any AI products, I'm sure morale is stellar x.com/TechLayoffLove…
Tech Layoff Tracker@TechLayoffLover

Meta just confirmed a 20 percent company wide headcount cut but insiders are screaming the real story is way uglier than the efficiency memo. Direct word from multiple sources deep in the org. The announced 20 percent is only the near-term floor. A senior manager told me it's the starter number. Top leadership is already modeling two to three times that long term. They dug into developer activity logs after rolling out heavy AI tools across engineering. What they found floored them. Hours worked have plummeted for a huge chunk of the org. Many seniors now clocking under 10 hours of real productive time per week because the tools are handling so much grunt work so fast. One staff engineer said leadership pulled dashboards showing commit rates holding steady or climbing while logged hours tanked. Same output. Way less human sweat. The math was brutal. If AI is letting one person do the work of three with half the time input why pay for three. They have been quietly running knowledge extraction sprints for months. Senior engineers screens recorded 24 7. Every prompt logged. Debugging flows captured in brutal detail. Entire decision trees filmed under the banner of process documentation for continuity. One engineer described being forced to whiteboard his whole system design playbook. Trade offs. Failure modes. Scaling hacks. All while cameras rolled. They called it knowledge transfer to support the transition. The transition is agents and remaining skeleton crew armed with those exact recordings prompt libraries and heavy Claude+Gemini access. Replacements are already shipping changes 40 percent faster using the precise workflows they ripped from the outgoing engineers. They are not slashing for cost alone. They are turning 15 plus years of Meta engineering DNA into structured training data. Every document your process request is not teamwork. It is feeding the beast that replaces you. The strategic AI pivot line they are feeding the press is cover. They are replacing the entire engineering organism with agents trained on their own seniors captured minds. CTO level playbook is already locked. Extract. Document. Automate. Repeat at two to three times scale. If you are still at Meta and someone pings you to please record a quick walkthrough of your workflow for the team run. Do not document. Do not hand over the keys. The knowledge extraction is complete. If you are inside watching more engineers get gutted because AI made their 40 hour week look like 10 hours of value, DMs are wide open.

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SuspendedCap
SuspendedCap@ContrarianCurse·
@OmerCheeema Oh yea I’m sure $TSM who sells making chips as a service will just help launch a competitor! For sure!
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