Joined March 2024
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fuel shortages from the Iran war are spreading across Asia. everything's about to get more expensive... and most stocks will be bleeding. all of them? no. some have balance sheets and business models built for exactly this. are companies like $PLTR or $NVDA part of them?
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Edgen tracks which ones hold up and which ones don't, with carefully selected Alpha Picks. Entry prices, exit prices, every day. edgen.tech/alphapick
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software has been eating the world for 30 years. now AI is eating software. $NOW, $TEAM, $HUBS and more are all bleeding in this SaaS-pocalypse caused by Claude, Gemini and ChatGPT. which software companies will weather the storm? comment below.
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Edgen has the tickers of companies that will survive the SaaS-pocalypse. check them out: edgen.tech/alphapick
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oil is $100. your AI stocks need cheap energy to run. and your chip fabs need gas like helium to produce. this war is messing with both. where's your money going?
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the Iran war might have just blown up your AI portfolio and you don't even know it yet.
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the sovereign AI demand vector: 🇫🇷 France, 🇸🇬 Singapore, 🇨🇦 Canada, 🇬🇧 the UK are buying AI chips at scale. governments realized their national AI ran on foreign servers. they're building their own.
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what are the stock plays behind that trend? find our on the Edgen app: edgen.tech/alphapick
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get the ticker, the buy and sell price, and thesis on the Edgen app: edgen.tech/alphapick/
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the US just crossed $1 trillion in defense spending for the first time. $13.4 billion of it goes straight to AI. one company is now locked in as the military's permanent battlefield brain. and it's growing revenue 70% year over year.
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get the tickers riding that trend, the buy and sell price, and thesis on the Edgen app: edgen.tech/alphapick/
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the Iran war and the $1 trillion defense budget are only making this bigger. defense AI spending just hit $13.4 billion.
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$NVDA just built a platform around OpenClaw. Jensen Huang called it "the operating system for personal AI." stocks in china even PUMPED 21% on the hype. but revenue from it? zero... so far.
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the cable market is quadrupling because AI keeps getting faster and copper keeps falling behind. every speed upgrade forces a full replacement. only one stock is a pure play riding the wave.
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the AI copper cable market is going from $5B to $20B. not because of one upgrade. because of four consecutive generation upgrades, each one forcing a full replacement. this is where the $20B comes from. and one stock is a pure play on that growth.
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x.com/edgentech/status/20341…
x.com/i/article/202874780423…
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we called this alpha days in advance ledgens:
Today, we are officially opening the capability to integrate #OpenClaw into #Weixin.

With the launch of the #WeixinClawBot, users can use Weixin as a dedicated messaging channel for OpenClaw.

Now, you can send and receive messages with OpenClaw just like texting a friend.
#AIAutomation #AI
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AI is growing at high speed in data centers. so much that cables MUST have an upgrade. the first upgrade is happening right now. and 3 more are already locked in. each one forces every AI data center to replace its wiring again. the company selling them can barely keep up.
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every AI data center built in the last 5 years has the wrong cables inside it. only one stock covers the entire AI connectivity stack. copper, optical, signal boosters, software. that's why $NVDA, $MSFT, $AMZN, and $GOOGL all buy from this same supplier.
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find out this copper cable play on the Edgen app: edgen.tech/alphapick
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$MSFT is buying from them. $AMZN is buying from them. $GOOGL is buying from them. $META is buying from them. four big tech companies spend more on this AI infrastructure stock than most countries spend on defense. and this stock just went on sale.
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x.com/i/article/203468837404…
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most portfolios are bleeding through a war. our AI closed 8 Alpha Picks during it. every single one green. average return: +42%.
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there's always a bull market somewhere. find our track record and our next picks, with buy price, sell price, and thesis, on the Edgen app: edgen.tech/alphapick
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x.com/i/article/202874780423…
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