Felix Wang, CFA (@HedgeyeTech) header
Felix Wang, CFA (@HedgeyeTech) profile picture

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice

insights.hedgeye.com/global-tech-felix-wang/
Joined May 2009
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  • Followers20.2K
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Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)Photo by Felix Wang, CFA (@HedgeyeTech)
Felix Wang, CFA retweeted
Keith McCullough (@KeithMcCullough) profile picture
Keith McCullough
@KeithMcCullough2h
Just sent subs another SELL Signal in a consensus Tech Momentum name in Real-Time Alerts @HedgeyeTech
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Felix Wang, CFA retweeted
charles bolles (@CharlieBravo33) profile picture
charles bolles@CharlieBravo333h
Replying to @HedgeyeTech @BloombergTV
Saw that. Well done.
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Felix Wang, CFA retweeted
Michael A. Blum (@mablum) profile picture
Michael A. Blum
@mablum3h
Without Jensen herding suppliers, expect more Nvidia delays and $AMD wins. That's Felix Wang @HedgeyeTech on Bloomberg today. He showed clients evidence of Rubin delays last month. Research should be early, not loud.
Hedgeye (@Hedgeye) profile pictureHedgeye
@Hedgeye4h
“Without Jensen guiding the suppliers... you’re probably going to see more delays.” Global Tech Sector Head Felix Wang @HedgeyeTech joined Bloomberg to discuss what Nvidia’s, $NVDA, leadership change means for the AI supply chain, and why $AMD is the clearest winner.

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Felix Wang, CFA retweeted
Hedgeye (@Hedgeye) profile picture
Hedgeye
@Hedgeye4h
“Without Jensen guiding the suppliers... you’re probably going to see more delays.” Global Tech Sector Head Felix Wang @HedgeyeTech joined Bloomberg to discuss what Nvidia’s, $NVDA, leadership change means for the AI supply chain, and why $AMD is the clearest winner.

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Felix Wang, CFA retweeted
Michael Taylor (@Mike_Taylor1972) profile picture
Michael Taylor
@Mike_Taylor197221h
Replying to @HedgeyeTech @BloombergTV
Was on a call w Felix when that news broke. A priceless moment of silence.
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Felix Wang, CFA retweeted
Brian F (@BFern7) profile picture
Brian F@BFern721h
Replying to @HedgeyeTech @BloombergTV
Let’s go Felix!!! 💪
Image from Brian F (@BFern7)
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Felix Wang, CFA retweeted
Compute (@D0NT0L0GY) profile picture
Compute@D0NT0L0GY21h
Replying to @D0NT0L0GY @HedgeyeTech @BloombergTV
Good job well done
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Felix Wang, CFA retweeted
Keith McCullough (@KeithMcCullough) profile picture
Keith McCullough
@KeithMcCullough22h
Here's the headliner from my Partner Felix Wang who runs Global Tech @HedgeyeTech Research for Hedgeye $NVDA $AMD
Image from Keith McCullough (@KeithMcCullough)
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Felix Wang, CFA retweeted
Felix Wang, CFA (@HedgeyeTech) profile picture
Felix Wang, CFA
@HedgeyeTechSep 14
$SE > $MELI
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Felix Wang, CFA retweeted
Wall St Engine (@wallstengine) profile picture
Wall St Engine
@wallstengineNov 9
ANTHROPIC PLANS TO START TRADING THURSDAY, FRIDAY NEXT WEEK: WSJ
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Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs: - Axebrook - Walleye - Engineers Gate - Lone Pine - Millennium internal pods - Verition pods - Samlyn Letter from Walleye closing internal funds below
Image from Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews)
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Felix Wang, CFA retweeted
Stocktipster (@ArbStocktipster) profile picture
Stocktipster@ArbStocktipsterNov 5
Replying to @HedgeyeTech
Nice call
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Felix Wang, CFA retweeted
John Higgins (@ardennes1789) profile picture
John Higgins@ardennes1789Nov 5
Replying to @HedgeyeTech
You did a very good job here. This has been a real Sell Side cult stock.
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Felix Wang, CFA retweeted
Yehuda Katz (@memalos_kats) profile picture
Yehuda Katz@memalos_katsNov 5
Replying to @HedgeyeTech
Phenomenal call for such a damaged company masquerading as a pristine case
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Felix Wang, CFA retweeted
Felix Wang, CFA (@HedgeyeTech) profile picture
Felix Wang, CFA
@HedgeyeTechJul 2
Hedging the memory trade seems to be the right call so far. Memory ETFs peaked on June 22. $SMH $DRAM
Felix Wang, CFA (@HedgeyeTech) profile pictureFelix Wang, CFA
@HedgeyeTechJun 23
Our first semi pair trade (long $MRVL, short $ANET) is a home run. We will discuss our 2nd pair trade idea in semis tomorrow - it’s a HEDGE against the memory super cycle. 80% upside if both legs work out.
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Felix Wang, CFA retweeted
Felix Wang, CFA (@HedgeyeTech) profile picture
Felix Wang, CFA
@HedgeyeTechOct 22
We continue to be defensive. We exited $NVDA Long on a Rubin issue. Last week, we flipped one of the hottest stocks in the world - Kioxia - from Long to Short. $KXIAY $285A.T has been a big winner for us this year - up ~115% since our Bull call in March 2026.  But the next 6-12 months will be a different game. For access: insights.hedgeye.com/global-…
Image from Felix Wang, CFA (@HedgeyeTech)
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Felix Wang, CFA retweeted
Keith McCullough (@KeithMcCullough) profile picture
Keith McCullough
@KeithMcCulloughNov 1
The OG Coreweave Bears $CRWV @HedgeyeTech
Image from Keith McCullough (@KeithMcCullough)
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Felix Wang, CFA retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeOct 31
House of cards now falling apart *OPENAI SLASHES LATEST FUNDING TARGET BY $10B: FT *OPENAI NOW SEEKING ABOUT $20B AT A $1.25T VALUATION: FT Translation: Abu Dhabi passed on $30BN.
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Felix Wang, CFA retweeted
Michael Taylor (@Mike_Taylor1972) profile picture
Michael Taylor
@Mike_Taylor1972Oct 31
Replying to @HedgeyeTech
Felix - lets talk Sunday afternoon It’s getting serious.
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Felix Wang, CFA retweeted
thechirper (@thequiettone) profile picture
thechirper@thequiettoneOct 28
Replying to @HedgeyeTech
@HedgeyeTech i the best global tech analyst IMHO - best trackrecord
Eddie Ghabour (@commonsensebull) profile pictureEddie Ghabour
@commonsensebullOct 28
Tomorrow at 7 AM ET: Is AI’s funding at risk? @Hedgeye’s Felix Wang (@HedgeyeTech) joins me on The Common Sense Bull to discuss credit warning signs and why he likes $MRVL and $SITM. Subscribe now so you don’t miss it: youtube.com/@KeyAdvisors
Image from Eddie Ghabour (@commonsensebull)
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