Andrew Freedman, CFA 🦅
@HedgeyeComm
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Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!
NOT Investment Advice
Joined December 2018
I am going to be in Texas 11/17-11/18 meeting with clients. Reach out to me or contact sales@hedgeye.com (Kevin) if you would like to meet!
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Flight might have been delayed 6 hours… but this was pretty cool to see.
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Our 7th gen TPU Ironwood is coming to GA! It’s our most powerful TPU yet: 10X peak performance improvement vs. TPU v5p, and more than 4X better performance per chip for both training + inference workloads vs. TPU v6e (Trillium). We use TPUs to train + serve our own frontier
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Great to see this partnership that will expand access to @GeminiApp (and 6 months of Google AI Plus) in Africa without needing to use any mobile data.
Excited to announce our partnership with Cassava Technologies at AfricaCom today! Together, we're enabling data-free access to the @GeminiApp and a 6-month extended trial of Google AI Plus (including Gemini 2.5 Pro, 200GB storage, @NotebookLM and @FlowbyGoogle) 🧵
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Government needs to open and these Tariffs need to be rolled back and money refunded ASAP.
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The next crisis the Fed will have to step in to buy GPUs to calm markets instead of Treasuries…
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One of our most requested features is here: Gemini Deep Research can now draw on context from @GoogleWorkspace — meaning you can create even more comprehensive reports by pulling in information directly from your Gmail, Drive (including Docs, Slides, Sheets and PDFs) and Google
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Interesting color from $SNAP: "Within North America, our SMB advertising business grew at a rate of more than 25% in Q3, while our Large Client Solutions (LCS) business posted a modest decline in the quarter."
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Our TPUs are headed to space! Inspired by our history of moonshots, from quantum computing to autonomous driving, Project Suncatcher is exploring how we could one day build scalable ML compute systems in space, harnessing more of the sun’s power (which emits more power than 100
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YouTube TV has a suggestion for how Disney can get ABC's election coverage in front of its subscribers: "Disney can continue to livestream news information on the ABC News YouTube page, which has 19.1M subscribers."
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This Week's Events @Hedgeye Nov 6: @HedgeyeTech & @HedgeyeChips Data Center Update $NVDA, $AMD, $VRT, $CRWV, $NBIS, $MSFT, $MU Nov 6: @HedgeyeFIG Housing Q4 Update & Outlook Nov 7: @HedgeyeIndstrls New Short – $STLD; US Steel Producers & Underappreciated Tariff Impacts – $NUE,
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Sam breaks people’s brains, just like Elon It’s a thin line between grifter and visionary, and creating true believers to harvest their capital requires rhetoric that makes non-believers recoil Elon hates Sam not just b/c he stole his company, but his whole his playbook
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How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: @BG2Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think
Why AI is Underhyped and Isn't a Bubble Yet Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives, enjoy! -Big Tech valuations are
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I am going to be in Chicago 11/10-11/11 meeting with clients. Reach out to me or contact sales@hedgeye.com (Josh) if you would like to meet!
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Why shouldn’t $ROKU be the most valuable company in the world? 🙃
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