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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

Последние посты

Thanks Bret! 3.7K views · 2 likes · 0 reposts · 0 replies Open on X →
@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 →
@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 →
lol this Netflix documentary on AI…. Where did they find these people?! 6.1K views · 8 likes · 0 reposts · 9 replies Open on X →
@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 →
@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 →
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 →
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 →
@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 →
https://t.co/NBgaClBwZ9 2.1K views · 0 likes · 0 reposts · 0 replies Open on X →
@HedgeyeComm This is good 1.5K views · 3 likes · 1 reposts · 0 replies Open on X →
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 →
https://t.co/2ESLwIW02y 34.9K views · 74 likes · 8 reposts · 32 replies Open on X →

На фоне аккаунтов своего размера

13 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры3 724этот аккаунт924медиана для 10K–100K
Охват, %10.16%этот аккаунт3.62%медиана для 10K–100K
Вовлечённость, %0.30%этот аккаунт1.52%медиана для 10K–100K
ПоказательЭтот аккаунтМедиана для 10K–100KОтношение
Медианные просмотры на пост3 7249244.03×
Охват (просмотры ÷ подписчики)10.16%3.62%2.81×
Вовлечённость0.30%1.52%0.20×

Другие в этом диапазоне →   Сравнить с другим аккаунтом →   Как считаются эти ориентиры →

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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