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@EdgenTech

AI-powered stock picks: Buy price. Sell price. And why. We watch markets while you live your life. https://t.co/uAJvyP0KYS By @EVGHQ @hiFramework @northislandvc

Katılım Mart 2024
35 Takip Edilen312.5K Takipçiler
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Edgen
Edgen@EdgenTech·
we just rebuilt Edgen from scratch. you open the app. you get the stock pick. buy price. sell price. the why in one line. here's what's new 👇
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Edgen@EdgenTech·
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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Edgen@EdgenTech·
the Iran war might have just blown up your AI portfolio and you don't even know it yet.
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Edgen@EdgenTech·
what are the stock plays behind that trend? find our on the Edgen app: edgen.tech/alphapick
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Edgen@EdgenTech·
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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Edgen@EdgenTech·
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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Edgen@EdgenTech·
get the tickers riding that trend, the buy and sell price, and thesis on the Edgen app: edgen.tech/alphapick/
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Edgen@EdgenTech·
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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Edgen@EdgenTech·
$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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Edgen@EdgenTech·
@WILLIAMSMORENOM $NVDA isn’t exactly zero revenue ser, don’t get us wrong
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Edgen@EdgenTech·
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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Edgen@EdgenTech·
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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Edgen@EdgenTech·
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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Edgen@EdgenTech·
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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