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Michael A. Blum
Verified account Hedgeye@mablum
President @Hedgeye @Hedgeyeam, Original @Firefly_Space Co-Founder.
Tweet about Markets, NewSpace/Moon/Mars & the threat posed by the CCP.
Tweet about Markets, NewSpace/Moon/Mars & the threat posed by the CCP.
962 Following 9.9K Followers 20K Posts
Latest posts 5
Saturday I said Nvidia should tell Congress. Today three House committee chairmen asked Jensen to do exactly that.
The board says it has no reason to believe secrets were compromised. Then testifying should be easy. Chips are a security question.
The board says it has no reason to believe secrets were compromised. Then testifying should be easy. Chips are a security question.
ICYMI: Chairman @RepMoolenaar, Chairman @RepBrianMast, and Chairman @RepRickCrawford have sent a letter to NVIDIA CEO @JensenHuang asking him to appear before their three committees this month. The letter expresses concerns over NVIDIA’s security protocols against foreign adversary espionage and Mr. Huang’s reported ties to a Chinese intelligence-linked executive of a Singapore-based data center company.View quoted post on X
A few AI stocks are carrying the index and hiding a split market. @LizAnnSonders and @KeithMcCullough dig in live tomorrow. Free.
🗓️ Mark Your Calendar. Tuesday Live @ 12pm ETView quoted post on X
A few AI stocks are carrying the indexes, masking a split market.
Charles Schwab’s @LizAnnSonders joins Hedgeye CEO @KeithMcCullough for a new “Real Conversation.”
Watch FREE live or on-demand:
Congrats Buzz. Well done. I too love $SOXS !
@AndreasSteno @KeithMcCullough I am up 85% (original position but have added dips) on his quad 4 call - sooooo, I mean, he can talk all he wants. $SOXSView quoted post on X
Amazing. Congrats.
@KeithMcCullough +0.21% on the week was a huge win, especially with being green yesterday. This was also the first time I was completely out of equities in my 401k before the 1st big Quad4 down move! Keep improving little by littleView quoted post on X
