Thomas J. Hayes (@HedgeFundTips) / X

Thomas J. Hayes

26.3K posts

Thomas J. Hayes

@HedgeFundTips

GreatHillCapital.com (L/S Equity - Money Manager) Chairman, PM. HedgeFundTips.com Founder. Husband, Dad, Golfer. Not Investment Advice.

Newport Beach, CA and NYC

hedgefundtips.com/about-tj-hayes/

Joined June 2011

Pinned
Thomas J. Hayes
@HedgeFundTips
3h
I just posted my latest #StockMarket note and commentary, "'The Recovery Room' Stock Market (and Sentiment Results)…" You can find it here 👇👇 $BAX $PFE
hedgefundtips.com
"The Recovery Room” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s) On Monday, I joined Stuart Varney on Fox Business’ Varney & Co. to discuss markets, the economy, outlook, rotation, the
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Thomas J. Hayes
@HedgeFundTips
Sep 26, 2024
The David Tepper interview on China this morning was among the most important 10 minutes of TV this year. If anyone has the full feed pls DM me.
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Thomas J. Hayes
@HedgeFundTips
Jan 4, 2024
🤫 $BABA $KWEB
177K
Thomas J. Hayes
@HedgeFundTips
Aug 2, 2024
Thanks to the amazing @LizClaman, @_kathrynmeyers and @jakedarren97 for having me on @FoxBusiness, the @ClamanCountdown today with @NickTimiraos to discuss #StockMarket #CarryTrade #SAHM rule #stocks. You can find it here 👇👇👇
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Thomas J. Hayes
@HedgeFundTips
Oct 13, 2025
No one is expecting housing prices to drop... Weekly podcast here: hedgefundtips.com/category/video… #investing #stockmarket #stocks
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Thomas J. Hayes
@HedgeFundTips
Oct 13, 2025
Be in the know. 15 key reads for Monday… #StockMarket hedgefundtips.com/be-in-the-know…
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Thomas J. Hayes
@HedgeFundTips
May 16, 2024
Not only did David Tepper increase his position in Alibaba $BABA by 158% last quarter, but it is now his #1 position size - approaching $1 Billion - at today’s mark-to-market price. “When it rains gold pull out a bucket, not a thimble,” Warren Buffett. Big concentrated bets
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Thomas J. Hayes
@HedgeFundTips
Oct 6, 2025
Where is money flowing today? $AMD $SANM $EOSE $NNE $CMA $ALAB $IREN $LUMN $FLY $PATH $ORLA $DGNX $ACHR $GLXY $OKLO $APLD $BMNR $RIOT $ONDS $NAMS $UUUU $AG $ARWR $VKTX $SMCI $FORD $ABVX $GSAT $CYTK $SBET $SMR $GEMI $CWEN $CIFR $CRWV $NTLA $PI $FORM hedgefundtips.com/?p=66151
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Thomas J. Hayes
@HedgeFundTips
Oct 13, 2025
Where is money flowing today? $CRML $USAR $BE $UAMY $MP $FLNC $UUUU $QS $BITF $EOSE $TMC $PLUG $OKLO $RGTI $BBAI $LEU $AMRC $SMR $TAC $SNDK $AGX $QBTS $ENVX $APLD $NNE $SYM $CIFR $SEI $PONY $YELP $METC $IONQ $EXK $VNET $AVGO $ONTO $CLS $SKE $ENTG $AMBA hedgefundtips.com/where-is-money…
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Thomas J. Hayes
@HedgeFundTips
Oct 24, 2022
Long thread on $BABA: A friend asked this morning what I was doing with our portfolio position in $BABA (9988.HK) given the news over the weekend. My reply was, “Only play is to wait it out. Not buying, not selling. Just waiting.” (1) 👇
Thomas J. Hayes
@HedgeFundTips
Feb 7, 2024
Alibaba $BABA earnings take: -Generated $8B Free Cash Flow. -Buyback Authorization now large enough to buy in ~18% of the company ($35.3 B). -Taobao and Tmall Group revs up 2% -Cloud Intelligence revs up 3% -AIDC (International) revs up 44%. AliExpress up 60%. -Revenues grew 5%
GIF
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Thomas J. Hayes
@HedgeFundTips
Aug 10, 2023
$BABA 😉
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Thomas J. Hayes
@HedgeFundTips
Nov 6, 2023
$BABA - AliExpress becomes Europe's biggest e-commerce site (overtakes Amazon $AMZN)
AliExpress becomes Europe's biggest e-commerce site
From daoinsights.com
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Thomas J. Hayes
@HedgeFundTips
Oct 14, 2025
Be in the know. 17 key reads for Tuesday… #StockMarket hedgefundtips.com/be-in-the-know…
1.2K