Chuck Rodgers

@daniel_koss It's a great format and great information!!

Our first "Edelbridge Alpha" Portfolio Update is live on Substack! In the future always on Sunday, so you have time to read and digest. We will cleanly separate Substack for long-term investors (investment memos, weekly portfolio updates, long-term price targets). And Discord for traders (real-time trade alerts). Again - both will be included in the Substack subscription! By the way you can use a free trial to see if it's valuable to you or not.

@daniel_koss I see the Substack notification and post!!

@daniel_koss I've already subscribed for a year. I believe in you and your team.

The people have spoken. We've been quiet but super busy over the last few days! Today, we'll share our first portfolio update in the new format (and in the future it will be on Sundays). Then, we'll share one or two investment memos in our “Should You Buy X?” series. The Discord will also launch this week. Just to clarify, because we get so many questions: 1. You're not missing the Discord. It isn't live yet! 2. It's included for free with your Substack subscription. 3. It's completely optional and primarily aimed at more active traders, people who want to hear our crazy ideas, and anyone who simply wants to discuss their ideas with other investors. I've noticed that our “smart money” subscribers are especially skeptical. The smartest people are often those who overthink every investment, ask a thousand questions about the risks, and struggle to pull the trigger. This obviously isn't because they're any less intelligent. Quite the contrary. It's because they need to justify their investments internally and have good answers to every risk and doubt that comes up. They can't just "send it" ;D For those people, the Discord should also be very useful because you'll have a ton of other investors in the same position who need answers to exactly the same questions. :)

@daniel_koss Thank you Daniel. We appreciate all your hard work and all that you do for your growing community.

@chuckieexpress Doesn't exist yet. We're currently setting it up and then all paid Substack Subscribers will get access. It's completely optional and will be rolled out next week.

Wow, we’re #1 Rising in Finance on Substack! Thank you so much to everyone who already joined or showed some love yesterday ♥️ I got like a million messages yesterday. In this post, I’ll answer all of them and explain our vision for this community. 1/ Why start an investing community? After seeing the ridiculous demand and receiving so many inspiring messages about how the trade alerts I originally started as a hobby helped people financially and impacted their lives, I realized I want to build something much bigger: a proper, high-quality community, not just a paid group of copy traders (no offense ^^). I’m very grateful for all the love I’ve received over the last few months, but I realized I don’t want to be at the center of attention every time I buy or sell a stock. I want to share my thoughts and ideas and then people make their own decisions. I believe results and performance will speak for themselves. I want to focus on research, making great returns, and sharing alpha with other investors. After considering all the options, I decided that the combination of Substack and Discord creates the ideal setup: Substack for long-form thoughts, deep dives, portfolio updates with reasoning, and detailed investment research. I love that people on Substack really take the time to read and think about what they’ve read. I get significantly more satisfaction from writing something that takes 10–30 minutes to read and then receiving two or three comments from people who genuinely read the content than from posting something on X and getting 100 “cool,” “nice,” etc. comments that are all super friendly, but often meaningless, to be honest. Discord for trade alerts, breaking news, daily discussions, and direct interaction with the community. I know Discord gives many of you crypto scam vibes and that was also my initial fear, but it just technically looks like the best platform for what we wanna do and we'll heavily moderate it to prevent any annoying people from ruining the experience for others. Our vision is for the smartest investors to meet other brilliant investors and learn from meaningful conversations, without bots, spam, or childish and tribal insults. 2/ Pricing The current price is $49/month or a discounted $399/year. One important thing to understand is that the price you subscribe at stays locked in for as long as you remain subscribed. Any future price increases will only apply to new subscribers. Existing subscribers will continue paying the price they originally joined at unless they cancel and later resubscribe. So joining now means permanently keeping today’s lower price for as long as you stay subscribed. 3/ My X subscription In around one month, I will unfortunately stop my X subscription completely. If you're a Subscriber on X I want to thank you for your support, but I'm explicitly asking you to unsubscribe from my X! I'm not sure how cancelling the service works and I don't want to charge anyone for value they don't get! Everything I currently share there, including trade alerts, deep dives, thoughts, investment ideas, and portfolio updates -> will move to the new Substack and Discord. The X subscription always felt too centered around me, and the communication was too one-directional. I will, of course, continue doing my best to provide as much alpha as possible, but I do not want the entire community to revolve around me. This new setup allows us to build something much larger around direct community interaction and to partner with world-class investors and traders whom I deeply respect and love working with. We are starting with three writers, but that number will increase over time. There will be more deep dives, more investment ideas, and much more alpha. This is also a full-time commitment, not a hobby we work on occasionally on the side. 4/ Why charge at all? I want to immediately kill the idea that I am doing this for the money, because it's silly and couldn't be more wrong. My X subscription currently makes me WAY more money. I am shutting it down anyway to avoid any conflict of interest and to have one single place where I share all my insights, ideas, and alpha. I will also be splitting the income between three people initially and potentially many more people in the future. Looking at just income this is a huge downgrade for me. I will probably earn around 30-40% of what I used to make from X net everything. But I genuinely do not care. My portfolio swings on any random day are significantly larger than the combined income from both platforms would be over years. I just want to make that clear for the record. So why charge at all? My original vision was actually to make everything free. But I realized two things. First, making it completely free unfortunately massively lowers the quality and intent of the people in the community. If you work in Sales or Marketing you know that "free" events don't attract the same quality of people as either expensive of exclusive invite-only events. I know it's not "fair", but that doesn't make it untrue. People who expect everything to be free are often not the people who take research seriously, value it, or treat others respectfully. That seems obvious in hindsight. If you’re a paying member of any good Substack or X subscription, you can tell the difference between the comments on free and paid posts. Second, I am not the only person contributing. I want to build both a great investor community and a great group of writers and contributors. Some of them will value the additional income because it will allow them to do this full-time or at least part-time. I cannot expect them to put their full energy and effort into something that gives them absolutely nothing back, especially when they are early in their careers and need the money. Also, one tiny side note: one good trade literally pays for years of the subscription. We’ve already made many subscribers many millions at this point, and charging $49/month for three people putting a ton of time into this really doesn’t feel that crazy to me, if I’m honest. ^^ 5/ Our goal At the end of the day, it’s really simple: We want to build the best investor community on the internet. This sounds very vague, but to me, it’s super clear what that means: - Access to the smartest investors and traders, judged simply by high and VERIFIED returns. - No spam or insults, just a genuinely nice group of people whom you like talking to, providing value to, and learning from. - Sharing alpha and spotting trends together early. Some of the best investors understood neoclouds early. Some understood memory early. Some knew about NVIDIA before it exploded. Someone always gets it. The goal is to bring those people into the community, help each other spot ALL the next trends together, and determine where we can make the highest returns, because nobody can understand all of them all of the time. Very excited to talk to those of you who decide to join the community! For everyone who can’t or doesn’t want to pay: no problem! I will keep sharing many of my thoughts about AI infrastructure for free on X and will also share more interviews with executives at companies I love for free on X. I will probably just share them a bit earlier with subscribers to provide extra value to the community ;)

@daniel_koss @babyfolio @itsalasdairmann So just join Edelbridge Alpha on substack and we're good to go with everyone's stock picks, correct?

Big personal announcement! @babyfolio, @itsalasdairmann and I are joining forces to build the best investor community on the internet: Edelbridge Alpha. We believe in one thing above all: performance. Ali: +320% YTD Baby: +270% YTD Me: +360% YTD and now +3,365% since Jan 2024 There is endless investing content online. Much of it is generic, consensus-driven, hard to act on, or AI-repackaged by people who never show their true results. Edelbridge Alpha is built to be the opposite: original alpha, actionable, short and specific posts, transparent numbers and accountability. What subscribers get: - High-conviction investment ideas - Actionable trade ideas - Full portfolio updates - Peer-reviewed deep dives - Financial models and price targets - Industry insights - Macro thoughts and analysis - Exclusive insights from executives at companies we follow Each of us writes with our own style, opinions, and approach. No committee takes! No hedged consensus "should, could, would, might". We share real price targets and our actual numeric assumptions! We'll be right or wrong and you can tell! :) And the three of us are only the founding contributors. We will selectively invite more high-performing investors and traders on X, many of whom you likely already follow ;) The bar: consistent performance, independent thinking, and original analysis that actually generates alpha. Paid subscribers will (next week) also get optional access to a private, actively moderated Discord to discuss the ideas together, red team them, openly discuss risks and build conviction or spot scary risks or when a thesis breaks. Spam, insults, and low-quality noise get removed instantly, even from paying members. The room stays high-signal. I started investing because I refused to watch inflation eat my savings, and it became an obsession because, like competitive gaming, there is an objective scorecard. But the messages from readers who paid off debt or started funding their kids' education made me realize this could be so much bigger. That's what I want to work on now! Link to the Edelbridge Alpha Substack is in my bio. Join us from day one!

@CKCapitalxx Send it!!

Are my eyes deceiving me… Is KOSPI really green?

@CKCapitalxx @kevinxu Thank you for the pick friends!!

@kevinxu learned from the best.

@daniel_koss It always feels good to get a reminder to hold. It means you have not forgotten about us.

Many $NBIS investors are panicking and asking me if I still hold Nebius. Yes. Not worried at all. But no, the bottom is not in. The bottom is only in after you sell ✌🏻

Gavin Newsom spent $24 billion to end homelessness and homelessness actually increased by 35,000 people. I wonder if the FBI now knows how Gavin accomplished such a feat… Oops!