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Nedrick Haye

@nedrick

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Investor & Hospitality Entrepreneur

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Right Tail Expressions
Frail plans of my Successions
Ate Data In any Case
Theta is raising Ace, Pinochle
Pure Integral
9x + C
It’s Mine taken in New York, New York by @nedrick

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a month ago

Happy 28 Revolutions to me.
Still seeking Solutions to Bee’s
Happy to Spend time within the Birch Trees

Taking me back to my Scout Days
Able to tout decade old skills
The break from Brent that isn’t just musical
And Clearinghouse proving it’s a Spout taken in Wassaic, New York by @nedrick

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2 months ago

Understanding the Bond vs. Equity Tug-of-War in Today’s Macroeconomic Scenario

#Macroeconomics #BondMarket #EquityMarkets #FixedIncome #MarketAnalysis by @nedrick

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2 months ago

Market Defensive Posture and Biotech Opportunities

We talk about the current market shift from AI semiconductors to defensive sectors like energy, consumer staples, and healthcare. We note short-dated flow and potential downside in risk-on assets, with value names outperforming. We also highlight biotech strength, mentioning tickers like $LYEL and $ABCL, as areas worth exploring. Or just the Sub-sector ETF $IBB by @nedrick

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27

2 months ago

Pull the Common Thread to Unlock Investment Ideas

I talk about the importance of pulling on the common thread to unravel investment ideas, using examples like WD-40 $WDFC , Copart $CPRT, and Indie Semi $INDI to show how connecting oil, vehicles, and lubricants can lead to multiple trade opportunities. I emphasize curiosity and research to become a better capital allocator. by @nedrick

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19

2 months ago

If you haven’t heard yet… Integral will be one of best performing ever, that’s a promise

Thanks to Mum for all the Math books she kept buying me every summer, I found myself pretty good with digits

Experiencing Life with the people I love the most…More Film coming too

Stay Tuned

∫︎∫︎∫︎ by @nedrick

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2 months ago

Market Talk 8.3.26

I talk about the recent market correction, especially in the tech sector, with the Nasdaq entering correction territory and semiconductor and AI-related names declining significantly. I discuss how crowded trades led to a sell-off, similar to gold earlier this year, and suggest we may have found a local bottom. I share my view that memory names like Micron and SanDisk may lag behind hyperscalers like Google, Amazon, and Microsoft, which have strong cloud ecosystems. I’m now digging for new names to capture the next leg up in AI and the broader economic landscape. by @nedrick

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2 months ago

Double Blaze

Two marks burned into the bark,
a compass spinning in the dark
you are my council, burning bright,
guiding me through old and new delight.

We walk the trails we’ve known before,
then venture further, explore
where love becomes the peace we find,
my double blaze, my steady mind.

@sincerely.yami by @nedrick

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2 months ago

Amid the noise, I seek the true signal
Poring through earnings, each report’s decimal,
Searching for value not malleable hype
The kind that no tweet can shake.

All this work means build legacy,
To own a pause, to breathe, to spend
On presence itself. So I’m learning to see:
The real prize is living, not just the decree. by @nedrick

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3 months ago

Hold them accountable! What’s the actual plan here?

The Math isn’t mathing by @nedrick

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3 months ago

This new Larry June is Insanely Good!

Good Job @larryjunetfm

Aye aye aye 🍊 by @nedrick

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19

3 months ago

Weigh the step, then take it.
The wave won’t wait on certainty, only readiness.
The whole of a life is the sum of its small moves, taken well
∫︎ by @nedrick

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3 months ago