@edge_of_power edge_of_power

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

edge_of_power is concentrated in AI infrastructure, especially NBIS, AAOI, ORCL, CIFR, and selected Samsung exposure, while turning sharply colder on IREN and CRWV. Their distinctive read is that real bottlenecks are grid access, compute capacity, optical capacity, and memory pricing, not generic AI software multiples. Late week shows a clear IREN de-risking arc: disclosed ownership, then sold half or trimmed, followed by repeated skepticism on deal flow, pricing, and sector capex exhaustion.

The week starts broad bullish on HOOD, NVDA-linked AI infrastructure, CIFR, IREN, and AAOI, but late-week conviction concentrates into NBIS, AAOI, ORCL, CIFR, and Samsung-linked exposure. IREN clearly fades: the author disclosed ownership, sold half or trimmed, then criticized deal absence, pricing, shills, and capex exhaustion. CRWV stays bearish throughout, while macro risk flips back negative into the weekend on Iran, Hormuz, and Israel escalation risk.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.