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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

شامل ہوئے Mart 2024
35 فالونگ313.8K فالوورز
پن کیا گیا ٹویٹ
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·
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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Edgen
Edgen@EdgenTech·
$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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Edgen@EdgenTech·
@indicuhdope $NVDA is not among the picks as you can see
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Edgen@EdgenTech·
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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oraclee.btc 🧠
oraclee.btc 🧠@oraclee_xyz·
@EdgenTech war is a filter. eight green exits in max fear is real edge. curious if the basket skewed agent distribution, infra, or cashflow defensives. break down the anatomy when you can, sir
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Edgen
Edgen@EdgenTech·
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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Edgen
Edgen@EdgenTech·
what's more bullish than an AI agent app? an AI agent superapp.
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Edgen@EdgenTech·
the APAC agentic AI market is set to grow to $9.7B by 2030. 105% CAGR. one platform has the distribution to capture the largest share. the market is not fully pricing its stock.
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Edgen@EdgenTech·
the AI distribution problem, visualized. one platform has 1.4B users. payments, gaming, social, commerce. and since a few days ago: AI agents. its stock went up 10% on the news. no other standalone AI app can replicate this.
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Edgen@EdgenTech·
$135B in AI Capex from this big tech giant. more than Amazon. more than Microsoft. more than Google. but their playbook is different. everyone watches chip makers. the real question is who turns that spend into revenue fastest. it might be that company.
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Edgen@EdgenTech·
a trillion-dollar company just bought a social network where every user is an AI agent: Moltbook. that big tech company might have unlocked a new revenue-generating vertical. and you might not realize it, but the agentic web just had its first M&A.
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