Edge Of Power
@edge_of_power
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🔍 Tracking next generation stocks ✍️ Author of Edge of Power - insights on disruptors like $HOOD, $ONDS, $IREN, $AMPX Not financial advice
Joined July 2025
New Substack: The lithium market has entered a state of pure paradox: stock prices are surging by 200% while the refineries themselves are functionally bankrupt. Why are MAGA-aligned billionaires lining up for assets that are bleeding cash on paper? Inside, we break down this and
edgeofpower.org
The Great Lithium Paradox: Triple-digit stock gains and zombie-factories. How billionaires are cornering the market and the global fight for critical metals.
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Famous $TSLA bull Adam Jonas from Morgan Stanley is now analyzing the market for robots and flying taxis. He is the reason why humanoids and FSD have been baked into Tesla's price targets for a decade At first, everyone considered this total bs, but after the stock price
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Forget the fundamentals, analyst price targets, and earnings - that’s all just useless noise. You have to buy $INTC for one reason: Trump’s got a stake in it. Who cares if $TSM is building mega-fabs in the States? Minor details, why even look at that? So what if some companies
Nobody owns $INTC because of this quarters results or next quarters guidance. They own it because Intel sits at the center of the domestic semiconductor manufacturing push backed by the government, Nvidia, and potentially Apple. It’s essentially a national security asset.
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$IREN and $NBIS have a serious competitor in...Greenland. Even a former Trump bodyguard is building a data center there, confirming that U.S. expansion into the Arctic has moved to a stage of aggressive infrastructure development, per CNBC The project, led by Drew Horn and
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$NUAI Would anyone honestly think that compliance would ever allow a hyperscaler to sign a contract with a company whose CEO and two associates were sued by the New Mexico Attorney General in late December? The lawsuit accuses them of a fraudulent scheme involving oil and gas
Retail is being lured into $NUAI, and the pump is relentless. A company with only a few million dollars in the bank is claiming they'll build a 7GW data center. It’s giving me major ICO vibes. With low liquidity, it’s way too easy to manipulate the price. I’m curious to see how
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Retail is being lured into $NUAI, and the pump is relentless. A company with only a few million dollars in the bank is claiming they'll build a 7GW data center. It’s giving me major ICO vibes. With low liquidity, it’s way too easy to manipulate the price. I’m curious to see how
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$IREN In general, Thursday is a good day to get wasted. I might even hit the gym so I don't have to go Friday morning. Then I can just get wasted right away, slide smoothly into Friday, and before you know it, it's Saturday. As soon as I imagine being pitched bullshit again
$IREN will release its Q2 FY26 Results on Thursday, February 5, 2026 (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here:
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Rare Earth stocks are ripping today, thanks to Trump and Greenland. The last time we had frictions with China, prices snapped back just as quickly. This is the second wave, and it’s likely to be much more sustained. $CRML +23.57% $USAR +20.80% $NB +16.04% $ELBM +12.02% $MP
Rare earth metals are a non-negotiable play for the coming years. The US-China rift is permanent, and Washington is now forced to bankroll domestic and allied supply chains. Look at $CRML. They are developing the massive Tanbreez deposit in Southern Greenland. While it’s still
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Now we can say for certain that @elonmusk won’t be leasing space from $IREN unless he’s just trying to drive the price down. Today, IREN and other miners didn't flinch at Musk’s comments about building data centers in space. We should focus on his other point instead: the
Elon musk explains why it’s a ‘no brainer to build AI data centers in space’ “The lowest cost place to put AI will be space and that will be true in 2-3 years”
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Rare earth metals are a non-negotiable play for the coming years. The US-China rift is permanent, and Washington is now forced to bankroll domestic and allied supply chains. Look at $CRML. They are developing the massive Tanbreez deposit in Southern Greenland. While it’s still
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$NBIS $CIFR Jensen Huang views energy as the primary foundation upon which all other AI building blocks -chips, infrastructure, models, and applications - are built. In his recent talks, from Davos to interviews with Larry Fink, he consistently highlights this hierarchy: without
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The Thoma Bravo founder believes $NOW and $CRM will become the ultimate software consolidators, snapping up competitors whose valuations are no longer propped up by bloated catalysts. Given TB’s exclusive focus on software portfolio companies, this perspective carries
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$NBIS $IREN. Just posted my first X article: why a merger between these two makes perfect sense. One has the plug, the other has the AI Stack. Together, this is a $100B powerhouse in the making. Interesting price action today. All miners and energy companies are getting dumped,
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$MU and $STX held their ground in the green today, while $SNDK surged 10%. Why? Because data centers are starving for memory. Regardless of what’s happening with Greenland or the broader market, the shortage is so acute that memory is now being traded like gold. For the first
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