Author
@EdgeCGroup EdgeCGroup
Spinoff/breakup special-situations evangelist with a second-order AI-infrastructure thesis
Publishes framework-driven theses on corporate spinoffs, bre
trader score
+0.80
hit rate
55%
mean α
+2.08%
signals 14d
53
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: 55% hit rate, +2.08% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PYPL | @EdgeCGroup | -0.50 | Mocks another user's repeated promotion of PayPal, implying the stock performed poorly. | — | tweet ↗ |
| 2026-08-28 | PYPL | @EdgeCGroup | -0.65 | Dislikes PayPal and argues broken-deal risk arbitrage has unattractive asymmetry. | — | tweet ↗ |
| 2026-08-27 | SAP | @EdgeCGroup | -0.20 | Reports an unnamed downgrade while noting three senior executives bought shares in contrast. | +0.2% | tweet ↗ |
| 2026-08-27 | NVDA | @EdgeCGroup | +0.15 | Acknowledges NVIDIA's strong earnings but flags $279 billion of supply commitments as a future-demand risk. | -4.6% | tweet ↗ |
| 2026-08-27 | NKE | @EdgeCGroup | +0.15 | Promotes a recent Nike article that is gaining traction but provides little standalone analysis. | +3.0% | tweet ↗ |
| 2026-08-27 | · | @EdgeCGroup | · | Reports SpaceX short interest rising fivefold and 911.5M shares becoming sale-eligible after a lockup. | · | tweet ↗ |
| 2026-08-27 | BABA | @EdgeCGroup | +0.30 | Reports Alibaba insiders buying after 3.6% dilution, including Jack Ma purchasing $77M personally. | +2.2% | tweet ↗ |
| 2026-08-26 | NVDA | @EdgeCGroup | +0.65 | Argues NVDA's reversal signals renewed interest in AI, semiconductors and software. | +3.8% | tweet ↗ |
| 2026-08-26 | NKE | @EdgeCGroup | -0.45 | Expresses a terse negative reaction to NKE. | +2.6% | tweet ↗ |
| 2026-08-26 | DKS | @EdgeCGroup | -0.60 | Criticizes Dick's Foot Locker acquisition as a capital-allocation tax obscuring a healthy core business. | +4.2% | tweet ↗ |
| 2026-08-26 | WEN | @EdgeCGroup | -0.65 | Argues Wendy's franchise model can mask deterioration and the brand lacks scale or differentiated loyalty. | -8.5% | tweet ↗ |
| 2026-08-25 | · | @EdgeCGroup | · | Describes a difficult regime where index resilience masks weak breadth and inconsistent stock outcomes. | · | tweet ↗ |
| 2026-08-25 | DKS | @EdgeCGroup | -0.45 | Questions DKS's Foot Locker acquisition after sharp deterioration in acquired operations. | +8.7% | tweet ↗ |
| 2026-08-25 | BABA | @EdgeCGroup | +0.40 | Frames insider purchases after AI-related dilution as a bet on uncertain future returns. | -0.5% | tweet ↗ |
| 2026-08-25 | BABA | @EdgeCGroup | +0.30 | Bloomberg reports Jack Ma bought Alibaba shares to support its AI buildout. | -0.5% | 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.