Jim Osman

Most investors follow markets. I find value in the change they misprice.

[Jim Osman @EdgeCGroup]

29 Forbes articles in September.

Nike. GameStop. Micron. McDonald’s. Meta. Wendy’s. Anthropic.

Different companies. Same question:

What changed beneath the headline—and what has the market still failed to price?

My September Insights.

[Jim Osman @EdgeCGroup]

@Chiptrader2 @otigart Worth you knowing the significance of selling.

[Jim Osman @EdgeCGroup]

Wall Street is about to learn an expensive lesson.

Paying any price for growth was never an investment strategy.

I’ve been warning about the rotation into value. We’re seeing the early signs.

The next fortunes won’t be made chasing yesterday’s winners.

They’ll be made buying what everyone else has forgotten.

[Jim Osman @EdgeCGroup]

How I see it:

ASML: best structural position
Micron: biggest upside, most exposed when supply catches up
TSMC: deepest moat, highest ongoing bill

AI demand is proven. That’s why these stocks can fall even if the boom continues.

[Jim Osman @EdgeCGroup]

Tesla doesn't need to sell more cars in Europe. It needs to activate software in the ones already there.

€99/month FSD subscription in the Netherlands. 100,000 subscribers = ~€119M annual revenue. 500,000 = ~€600M.

The cars are already built and connected. No factory needed. Just an installed base, and Tesla has barely begun to monetise.

#Investing #Tesla #Europe

[Jim Osman @EdgeCGroup]

Wall Street tracks how many cancer tests Natera runs. That may be the wrong number.

Natera has data from ~300,000 patients tested repeatedly during treatment and remission.

The Street is focused on how many tests they do. From my perspective, they're building this compelling database. - Brandon Geisler

Is Natera processing tests or building an asset?

#Investing #AI #Natera

[Jim Osman @EdgeCGroup]

@Dyslexic_aDve_ Some of the British funniest TV ever.

[Jim Osman @EdgeCGroup]

Good morning, everyone. ☕🐾

Feeling much better today. A heartfelt thank you to everyone who sent well wishes. Means a lot.

The dogs have been keeping me company and, as you can see, brushing up on their investment knowledge!

Life’s simple pleasures.

Wishing you all a wonderful Thursday. ❤️

[Jim Osman @EdgeCGroup]

@HormuzLetter Uncertainty alone could trigger serious volatility.

[Jim Osman @EdgeCGroup]

@EllisInvest Buyers barely had time to celebrate.

[Jim Osman @EdgeCGroup]

@cryptorover A correction doesn't automatically mean a crash.

[Jim Osman @EdgeCGroup]

@charliebilello Strong earnings, but cash flow tells another story.

[Jim Osman @EdgeCGroup]

@Speculator_io Sometimes doing nothing is the smartest move.

[Jim Osman @EdgeCGroup]

@WatcherGuru China's market weakness deserves closer attention.

[Jim Osman @EdgeCGroup]

@Marlin_Capital Index strength is hiding serious weakness.

[Jim Osman @EdgeCGroup]

@Barchart Every small bounce keeps getting sold.

[Jim Osman @EdgeCGroup]

@macropaperr Headline-driven rallies can reverse just as quickly.

[Jim Osman @EdgeCGroup]

@Mr_Derivatives The memes would practically write themselves.

[Jim Osman @EdgeCGroup]

@macropaperr Headline-driven volatility makes trading extremely difficult.

[Jim Osman @EdgeCGroup]

@thestockwhale A breakout still needs real confirmation.

[Jim Osman @EdgeCGroup]

@0xPhantomDefi Warning signs matter, but confirmation matters more.