Dougie Kass

Dougie Kass@DougKass

For emphasis, run don't walk to subscribe to @hedgeye if you respect your hard earned capital. We @seabreezelp do. @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @gnoble79 Apropos 725AM this morning: @thestreetpro More Gold I added to $GLD at $395.11. Position: Long GLD

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Dougie Kass@DougKass

Things I Did Yesterday @thestreetpro (I do this (timestamping) daily...) Here are Monday’s things: * I reshorted the indices after the market closed last night — $SPY at $767.32 and $717.13. * I added to my $MSOS common at $4.94 and call long positions (slightly out of the

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Dougie Kass@DougKass

I simply pointed out he some of the same concerns regarding AI that I have expressed - yet he is long $NVDA and I am short $NVDA.

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Dougie Kass@DougKass

I only recently (in the last three days) have shorted AI - $NVDA (took a small profit in short rental on Friday) and $CRWV (which we remain short). As I wrote the timing is uncertain .... I will continue to short strength in $NVDA and some others.

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Dougie Kass@DougKass

It is odd @DanielTNiles - on your appearance on The Death Star this morning that you voiced two of my concerns regarding $NVDA and we are on different sides of the trade: * You mention (as I have) the unprecedented forecast of revenues one year out (+70%) - we both see this as

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Dougie Kass@DougKass

Yes.... they are "overearning" for obvious reasons. Same applies to memory, imho Shay.

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Dougie Kass@DougKass

And Sully @SullyCNBC I see the fact that $NVDA forecast year out revenue (they never make one year sales projections) is a negative - see my email "More Tales From Nvidia."

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Dougie Kass@DougKass

A technical analyst on @CNBC says the $NVDA news is great for the hyperscalers. I see the opposite - and look at the MAG7's reaction to the Nvidia forecast. @SullyCNBC

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close