Sam Rahman @SamofAmerica
Portfolio Manager @ Hedgeye Asset Management | 30+ years Global Investing | ex Senior PM at Crosby Advisors (Fidelity Family Office) | Active, Large Cap Equity hedgeyeam.com Boston, MA Joined June 2020-
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@SamofAmerica Thank you @SamofAmerica - ours was definitively one of the the most enlightening chats!
@IgorPejic9 Congratulations Igor! Good luck with the book. Thanks for the opportunity to talk about tech investing with you
ICYMI 👇🏽
New episode of Protect The Pile is live! @RPKent, @SamofAmerica & @Hedgeye_ADDS cover the June quarterly rebalance, $SPCX index impact, dollar strength, Fed balance-sheet risk, easing oil prices, private credit, semis, Accenture's AI-driven selloff, and Micron earnings. Full
worth the listen!
Here is our latest Protect The Pile pod Enjoy the long weekend and the World Cup! app.hedgeye.com/events/183660-…
New episode of Protect The Pile is live! @RPKent, @SamofAmerica & @Hedgeye_ADDS cover the June quarterly rebalance, $SPCX index impact, dollar strength, Fed balance-sheet risk, easing oil prices, private credit, semis, Accenture's AI-driven selloff, and Micron earnings. Full episode: hedgeyeam.com/protect-the-pi…
@SamofAmerica This was a beauty @SamofAmerica @RPKent @Hedgeye_ADDS
Welcome to America. The United States is the most hospitable country in the world, and we’re glad you’re here making memories that will last a lifetime 🇺🇸
We were told we'd be shot by ICE, we never saw them We were told the police would be tough, they partied with us We were told the Americans didn't want us, they embraced us like family Stop listening to the 'media' trying to divide us! live your lives and make memories! 🧡
In today’s @BostonGlobe
I do - both the quads and signal strength. But you have to remember, i am combining the tactical (hedgeye quant work) with longer term fundamental work that I do On performance, I can only speak for HGRO. It has been a challenging year, since inception in June 10 2025. Keeping up with this blistering market has been difficult, especially if you have a diversified portfolio Obviously, this is an acute focus for me right now - I don’t like to lose. But this is not a short term trading portfolio
Here is our latest Protect The Pile pod Enjoy the long weekend and the World Cup! app.hedgeye.com/events/183660-…
New England - it has been an absolute pleasure. Across Boston, Providence, Newport and many towns in between you’ve welcomed us with open arms and unbelievable hospitality, and we can’t thank you enough. As we begin our journeys to South Florida, we hope it’s not goodbye, but see you again soon. 🏴 🫶🏼 #TartanArmy #NoScotlandNoParty
Half the railroads were in bankruptcy by 1875, and most of the 1999 dot-coms went to zero. Every bubble ends the same way. Our portfolio managers on the coming AI crash and the hyperscaler unwind nobody is positioned for. 0:00 SpaceX, $SPCX IPO Day 10:47 Neil Howe on OpenAI Cutting Prices and AI as a Utility 11:49 The Railroad Bubble, Switching Costs, and Why AI Is Different 15:24 Sam's 1999 Comparison: Valuations, IPOs, and AOL/Time Warner 19:13 Private Equity Ate the IPO Market and Earnings Have Become Fantasy 22:37 Behemoths Instead of Startups, and Why the Public Hates AI 28:23 Elon at $1 Trillion vs. Rockefeller, Morgan, and the Coming Backlash 33:54 How HAM Is Actually Positioning Right Now 37:36 The Bottleneck Migration From GPUs to Networking to Foundry 40:21 The Hyperscaler Unwind Scenario Nobody Is Prepared For 44:05 Lowest Cost Wins: Google, Anthropic, OpenAI, and Everyone Else 47:06 "The Parasite That Kills the Host" and the Robotics Counter 52:27 Starlink Is a Real Business. The Lunar Mass Driver Is in the S-1 58:41 Inside the SpaceX S-1: A Lockup Structure Worth Studying
$SPCX trading ~186 appears set to disappoint some optimistic traders at today's initial options expiry. The ~15K contracts of 380 calls and ~13K contracts of 300 calls will expire worthless barring a moonshot close. (Source: @Bloomberg, @Hedgeye)
@ianbremmer JD Vance pushed for it so Trump will make sure he takes the fall if it fails
@GaryMarcus AI is existential for $META Zuckerberg’s is panicking and throwing anything at the wall and hoping it sticks This may end up as one of THE epic founder/CEO fails in modern corporate history… There is one way out, but the $META of old is gone forever…
My guess is their balance sheets are in pretty good shape. Since the GFC, regulatory restraints and caps have really limited the ability of the big banks to grow. The lifting of many of those rules is happening this year Over the last 15 years, most of the credit growth has been powered by the non-traditional channel - private equity and alternative asset managers There will be a credit cycle, but this time, the big problems may be elsewhere
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🏴�... @TartanArmyGroup
46K Followers 8K Following The X arm of the Tartan Army Group on Facebook. Administered by match going Scotland fans. 18+ WE’RE GOING TO THE WORLD CUP!
Shaun 🏴�... @shaunvlog_
60K Followers 4K Following Scottish guy at the World Cup in America 🏴🇺🇸 Follow along and say hi!
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456 Followers 402 Following Nerd processing the world. ex-MS/GS tech, co-ran a fund. Got tired of company I kept. Spent time at an AI co. Looking for la dolce vita. NOT FINANCIAL ADVICE.
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