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Andrew Freedman, CFA 🦅 ✓

@HedgeyeComm · Down the AI squirrel hole! · joined 04 Dec 2018

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

36 640Followers

3 255Following

33 281Posts total

81.8KViews on collected posts

Neueste Beiträge

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm20 Sep

Thanks Bret! 3.7K views · 2 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm20 Sep

@HedgeyeComm Thank you. This is the rational take on where all this is going next, without bias. 3.3K views · 0 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm20 Sep

@HedgeyeComm They spend a lot of money on other areas of the business. All these flash models they have been prioritizing are for search. They have reduced latency greatly. It’s snappy. And it’s saving search. But it prevents them from staying on the bleeding edge. You know what 169 views · 1 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm20 Sep

lol this Netflix documentary on AI…. Where did they find these people?! 6.1K views · 8 likes · 0 reposts · 9 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm20 Sep

@HedgeyeComm Google looks "behind" if you judge them as a coding agent company, but looks like a powerhouse if you judge them as a full-stack multimodal infrastructure giant. 492 views · 5 likes · 0 reposts · 1 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm19 Sep

@HedgeyeComm They're playing whole different ball game methinks. Frontier is a neat bonus that they can easily afford to lag a few months behind if it means not consuming cash+talent for minimal gain. 270 views · 3 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm19 Sep

Of course it’s a charity… what are you talking about? Zuck is an angel. 4.7K views · 3 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm19 Sep

Thing is there is really no reason $GOOGL shouldn’t control the frontier other than execution… 10.5K views · 52 likes · 1 reposts · 6 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm19 Sep

@HedgeyeComm @finkd @alexandr_wang @Muse Bro you think he’s a charity? You and your data is the model 4.9K views · 13 likes · 0 reposts · 1 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm16 Sep

https://t.co/NBgaClBwZ9 2.1K views · 0 likes · 0 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm16 Sep

@HedgeyeComm This is good 1.5K views · 3 likes · 1 reposts · 0 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm16 Sep

Since we published our #agentlayer thesis on February 17th, our software longs are +73% vs shorts +16% and $IGV +30%. A 57-point spread in seven months! Below: the thesis and framework, plus a seven-month grade. Claudeforce, the Mythos moment, Muse and Instinct. https://t.co/zCa

9.1K views · 40 likes · 3 reposts · 6 replies Open on X →

Andrew Freedman, CFA 🦅 ✓@HedgeyeComm16 Sep

https://t.co/2ESLwIW02y 34.9K views · 74 likes · 8 reposts · 32 replies Open on X →

Im Vergleich zu Konten gleicher Größe

13 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 10K–100K Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe3 724dieses Konto924Median für 10K–100K

Reichweite, %10.16%dieses Konto3.62%Median für 10K–100K

Interaktion, %0.30%dieses Konto1.52%Median für 10K–100K

Kennzahl	Dieses Konto	Median für 10K–100K	Verhältnis
Medianaufrufe pro Beitrag	3 724	924	4.03×
Reichweite (Aufrufe ÷ Follower)	10.16%	3.62%	2.81×
Interaktionsrate	0.30%	1.52%	0.20×

Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

34.9K16 Sep

9.1K

1.5K

2.1K

4.9K19 Sep

10.5K

4.7K

270

49220 Sep

6.1K

169

3.3K

3.7K

Last 13 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.33%16 Sep

0.55%

0.27%

0.00%

0.30%19 Sep

0.58%

0.06%

1.11%

1.22%20 Sep

0.28%

0.59%

0.03%

0.05%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes45.4%204 in total

Reposts2.9%13 in total

Replies12.2%55 in total

Quotes1.8%8 in total

Bookmarks37.6%169 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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