Author
@edge_of_power edge_of_power
grade Ax.com/edge_of_power ↗
AI-datacenter/neocloud thesis builder mapping the NVDA supply-chain ecosystem in depth
Writes long-form, multi-factor fundamental theses on the AI-
trader score
-2.64
hit rate
35%
mean α
-2.34%
signals 14d
112
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 35% hit rate, -2.34% mean alpha, trader score -2.64. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 97 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | HOOD | @edge_of_power | +0.25 | Uses HOOD's survival after a similar trajectory as a mildly constructive comparison. | -3.8% | tweet ↗ |
| 2026-10-16 | · | @edge_of_power | · | Predicts military action in Hormuz before elections amid ship attacks and $110 Brent. | · | tweet ↗ |
| 2026-10-16 | CIFR | @edge_of_power | +0.75 | Calls CIFR below $9 absurdly cheap relative to its stated $16B backlog. | -11.6% | tweet ↗ |
| 2026-10-16 | PANW | @edge_of_power | +0.25 | Warns CRWV faces equity financing and severe execution risk while citing PANW's buybacks favorably. | +11.3% | tweet ↗ |
| 2026-10-16 | CRWV | @edge_of_power | -0.60 | Warns CRWV faces equity financing and severe execution risk while citing PANW's buybacks favorably. | -11.7% | tweet ↗ |
| 2026-10-16 | VICR | @edge_of_power | +0.65 | Reports repeated VICR guidance raises, strong revenue and backlog, new capacity and an ITC action. | -8.1% | tweet ↗ |
| 2026-10-16 | CBRS | @edge_of_power | +0.00 | Reports repeated VICR guidance raises, strong revenue and backlog, new capacity and an ITC action. | — | tweet ↗ |
| 2026-10-16 | NVDA | @edge_of_power | +0.00 | Reports repeated VICR guidance raises, strong revenue and backlog, new capacity and an ITC action. | -1.5% | tweet ↗ |
| 2026-10-16 | NOW | @edge_of_power | +0.40 | Treats NOW reaching $150 as evidence against the bearish dying-software narrative. | +12.0% | tweet ↗ |
| 2026-10-16 | IREN | @edge_of_power | +0.35 | Explains how NVDA can supply clients and chips to neoclouds while criticizing CRWV's financial model. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @edge_of_power | -0.40 | Explains how NVDA can supply clients and chips to neoclouds while criticizing CRWV's financial model. | -11.7% | tweet ↗ |
| 2026-10-16 | NVDA | @edge_of_power | +0.55 | Explains how NVDA can supply clients and chips to neoclouds while criticizing CRWV's financial model. | -1.5% | tweet ↗ |
| 2026-10-16 | NBIS | @edge_of_power | +0.20 | Criticizes neocloud communication broadly while explicitly exempting NBIS from the comparison. | -4.1% | tweet ↗ |
| 2026-10-15 | CORZ | @edge_of_power | -0.30 | Argues a failed Core Scientific acquisition reflected excessive greed after the IPO. | -9.4% | tweet ↗ |
| 2026-10-15 | NFLX | @edge_of_power | +0.10 | Reports that Netflix's content chief was fired and expresses approval of the departure. | -9.3% | tweet ↗ |
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.