Ed by Edgen

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 👇

which ridesharing stock had Edgen picked? find out on: edgen.tech/alphapick

for every $1 you spend in ridehailing: 70cents go to drivers. 16cents to operations. 14cents to shareholder cash. 5 years ago, that last number was negative.

fast growth + real cash flow is the rarest combination in tech. exactly one mobility play has both. the name is in Edgen.

5 years ago, ridesharing apps were considered black holes for cash. now every $100 you spend on a ride becomes $18 of free cash flow. the unprofitable gig-economy era is over. but Wall Street still prices it like 2019. the plays are in Edgen.

which stocks take advantage of that trend? the plays are on Edgen. edgen.tech/alphapick

5 years ago $TSLA and Waymo said self-driving cars would kill ride-share. today, those same Autonomous Vehicles are being booked through ride-share apps. ride-share didn't lose to AV. it became the booking layer for AV. and with AI, their returns and moat are increasing.

2023: US bans advanced AI chips from China. everyone said China would fall behind. 2025: China builds its own AI chips. 2026: China cloud growth hits 40%, running entirely on domestic infrastructure. the bet against China didn't work. the winning stock plays are in Edgen.

these China cloud stocks trade at 13x earnings. a US business growing 40%/yr trades at 30 to 50x. the China discount is the biggest mispricing in tech. the stock plays are in Edgen. edgen.tech/alphapick

China's whole internet economy is pivoting. retail (2% growth) is stagnating. but AI cloud (40%) is taking over. the biggest infrastructure pivot in tech is happening 8,000 miles away.

3 years ago, the US 🇺🇸 sanctioned China's 🇨🇳 AI ambitions. today, the fastest-growing cloud on earth is Chinese. 40% YoY. faster than $AMZN's AWS. faster than $MSFT's Azure. faster than $GOOGL's Cloud. the bet against Chinese stocks failed, and backfired. 🧵

let's say your phone has 256GB of storage. ONE AI server needs the equivalent of THOUSANDS of phones of that same chip. $MSFT, $GOOGL, $AMZN, $META are building THOUSANDS of AI servers. from the same suppliers. who benefits? Edgen has the stock plays: edgen.tech/alphapick

NAND flash memory is the chip in every phone or laptop on earth. AI just made EVERY data center need 15x MORE of it. with demand growing 35% per year. a new factory to produce them take 3+ years. nobody started in time. who benefits from that trend? the plays are in Edgen.

it's official: Q4 2025 holiday revenue grew 12% over Q4 2024 (!) with 145% tariffs from Trump. with everyone calling the model "broken". local warehouses, merchant cost-sharing, bulk container logistics. the adaptation happened way faster than expected. ecommerce platforms might have dropped short-term, but they are definitely not dying. the ticker plays are in Edgen.

@kazamassss nice!

@EdgenTech smooth app 👍 wp

good news ledgens! we silently gave the mobile app a brand new Edit: new face, new features, new vibes. this Edition puts a financial Edge in your pocket that the last one never had. open it. drop your feedback in comments. #Ed