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
-1.33
hit rate
40%
mean α
-0.83%
signals 14d
41
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: 40% hit rate, -0.83% mean alpha, trader score -1.33. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | META | @edge_of_power | +0.65 | Declares Big Tech back and favors balance-sheet strength, with META highlighted. | — | tweet ↗ |
| 2026-08-26 | NVDA | @edge_of_power | +0.10 | Implies an existing NVDA holding while joking about its year-long stagnation | +3.8% | tweet ↗ |
| 2026-08-26 | NBIS | @edge_of_power | -0.60 | Calls IREN a costly mistake and expects severe weakness relative to NBIS | -2.2% | tweet ↗ |
| 2026-08-26 | IREN | @edge_of_power | -0.95 | Calls IREN a costly mistake and expects severe weakness relative to NBIS | -10.4% | tweet ↗ |
| 2026-08-26 | META | @edge_of_power | +0.30 | Suggests Meta can fund a $16B payment by eliminating Reality Labs | +0.3% | tweet ↗ |
| 2026-08-24 | NVDA | @edge_of_power | +0.20 | Nebius plans a Seoul hackathon with Nvidia and is preparing a South Korea entry. | +4.4% | tweet ↗ |
| 2026-08-24 | NBIS | @edge_of_power | +0.60 | Nebius plans a Seoul hackathon with Nvidia and is preparing a South Korea entry. | -0.8% | tweet ↗ |
| 2026-08-23 | · | @edge_of_power | · | Argues Hyundai labor disruption threatens Boston Dynamics' IPO valuation and robotics progress. | · | tweet ↗ |
| 2026-08-22 | · | @edge_of_power | · | Questions Unitree's $40.7B valuation given research-heavy revenue and limited factory deployment. | · | tweet ↗ |
| 2026-08-22 | WYFI | @edge_of_power | -0.65 | Derides WYFI as a low-quality company and its holders as making bad trades. | -14.3% | tweet ↗ |
| 2026-08-21 | WMT | @edge_of_power | -0.75 | Expresses strong disapproval of Walmart management after a 10% decline. | -0.6% | tweet ↗ |
| 2026-08-21 | IREN | @edge_of_power | -0.85 | Calls neoclouds poor investments and cites sharp declines and institutional selling. | -15.4% | tweet ↗ |
| 2026-08-21 | CIFR | @edge_of_power | -0.85 | Calls neoclouds poor investments and cites sharp declines and institutional selling. | -3.8% | tweet ↗ |
| 2026-08-21 | HUT | @edge_of_power | -0.90 | Calls neoclouds poor investments and cites sharp declines and institutional selling. | -1.8% | tweet ↗ |
| 2026-08-21 | META | @edge_of_power | -0.20 | Questions whether Zuckerberg can accept a no-payment arrangement involving Meta. | +5.1% | 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.