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
-0.88
hit rate
45%
mean α
-0.98%
signals 14d
42
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: 45% hit rate, -0.98% mean alpha, trader score -0.88. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 33 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @EdgeCGroup | · | Warns that the market decline may continue and advises retaining cash. | · | tweet ↗ |
| 2026-10-16 | TSM | @EdgeCGroup | -0.40 | Warns that margin pressure seen at Micron is spreading across major semiconductor firms. | +1.4% | tweet ↗ |
| 2026-10-16 | ASML | @EdgeCGroup | -0.40 | Warns that margin pressure seen at Micron is spreading across major semiconductor firms. | -4.2% | tweet ↗ |
| 2026-10-16 | MU | @EdgeCGroup | -0.55 | Warns that margin pressure seen at Micron is spreading across major semiconductor firms. | -0.1% | tweet ↗ |
| 2026-10-16 | NKE | @EdgeCGroup | +0.45 | Plans to buy NKE below the current opportunity price. — Explicitly says he expects to buy Nike cheaper than the missed $32 level. | +0.5% | tweet ↗ |
| 2026-10-16 | MU | @EdgeCGroup | -0.20 | Argues AI remains strong but capacity investment may eventually compress exceptional chip margins. | -0.1% | tweet ↗ |
| 2026-10-16 | TSM | @EdgeCGroup | -0.20 | Argues AI remains strong but capacity investment may eventually compress exceptional chip margins. | +1.4% | tweet ↗ |
| 2026-10-16 | ASML | @EdgeCGroup | -0.20 | Argues AI remains strong but capacity investment may eventually compress exceptional chip margins. | -4.2% | tweet ↗ |
| 2026-10-15 | CRWV | @EdgeCGroup | -0.75 | Argues CoreWeave's falling equity, distressed bond yield and interest burden reflect real risk. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @EdgeCGroup | · | Argues a 15% bond yield signals substantial balance-sheet risk, but the issuer is unstated. | · | tweet ↗ |
| 2026-10-14 | CRWV | @EdgeCGroup | -0.80 | Contrasts CoreWeave's backlog with 15% bond yields to warn lenders signal severe equity risk. | -17.6% | tweet ↗ |
| 2026-10-14 | CRWV | @EdgeCGroup | -0.75 | Argues 15% bond yields outweigh a $104B backlog and expose poor prospective shareholder economics. | -17.6% | tweet ↗ |
| 2026-10-14 | ORCL | @EdgeCGroup | -0.35 | Questions whether Oracle's $664B backlog will generate adequate returns after infrastructure costs. | -3.4% | tweet ↗ |
| 2026-10-14 | · | @EdgeCGroup | · | Predicts an imminent shakeout in the technology sector. | · | tweet ↗ |
| 2026-10-14 | CRWV | @EdgeCGroup | -0.65 | Treats roughly 15% bond yields as evidence that CoreWeave's AI financing story is under strain. | -17.6% | 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.