Fred Liu (@haydencapital) is a FinTwit voice tracked on Surfaced in the Long Research category with 40.9k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @haydencapital mention most?

Over the past 12 months, @haydencapital's most-mentioned tickers are $SE, $APP, $RKT, $EDU, $PFSI — $SE leads with 8 mentions.

When did @haydencapital first mention $SE?

@haydencapital's first tracked mention of $SE was on Oct 21, 2025.

How active is @haydencapital?

In the past 12 months, @haydencapital posted 18 times carrying cashtag mentions, totalling 21 mentions across 6 distinct tickers.

Last 12mo stats

mentions

tickers

posts

Fred Liu

@haydencapitalLong Research40.9k followers

Fred Liu

@haydencapitalLong Research40.9k followers

Past 12mo:21mentions6tickers18posts

$EDU· New Oriental Education & Technology Group

1 call since Feb 2026show all

Loading price chart…

Recent calls

1 call

@haydencapitalFeb 26, 2026 · 1:26 PM

Happy to share our Q4 2025 letter. Especially at a time when the future of internet and software business models are being questioned. In it, we offer our take on: - The "AI Scare Trade". The market is pricing in fear, not facts. These businesses aren't broken (yet), but investors are selling indiscriminately. - What's still investable? Software faces real headwinds - disruption to terminal value assumptions and forced pricing model shifts. But ~80% of a software company's value is trust, reliability, and headache-free solutions. That doesn't disappear overnight. - Network effects are real moats. Gaming, ecommerce, consumer internet - they're all down substantially from highs. But as AI reduces barriers to entry, the barriers to scale go up. Distribution grows more valuable. - Thoughts on $SE, after a -45% drawdown. We don't think the TikTok boogeyman is as scary as the market fears. In fact, the opposite. - New Oriental $EDU exit. Originally bought near net cash, and business has stabilized since. Time to move on. Full letter linked here: https://t.co/0WPoxoHt7t

Open on X

About this voice

@haydencapital published 18 posts over the past 12 months containing 21 cashtag mentions across 6 distinct tickers. The voice's most-mentioned ticker is $SE with 9 mentions, followed by $APP with 7 mentions and $RKT with 4 mentions. Recent activity from February 2026 includes commentary on mortgage industry dynamics, a quarterly investment letter addressing AI-related market concerns, and analysis of video gaming industry trends.

AI-generated from tracked posts · updated Aug 24, 2026

Frequently asked

Related voices

Daave “3 and 30” Tepper@institlpgp

amit@amitisinvesting

Ben Pouladian@benitoz

Trade Whisperer@tradexwhisperer