EdgeForge

Forging edges in US stocks. Probability beats narrative.
Risk management first. Daily frameworks & charts.
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[EdgeForge @EdgeForgeUS]

This partnership strengthens NVIDIA’s role in Meta’s AI ecosystem, expanding its reach beyond GPUs into CPUs, networking, and data processing as demand for AI infrastructure continues to grow.

[EdgeForge @EdgeForgeUS]

🚨 BREAKING NEWS:
$META
EXPANDS AI PARTNERSHIP WITH
$NVDA
$NVDA

is reportedly planning to invest $3 billion in
$META
’s equity offering, according to The Wall Street Journal. Meta is looking to raise up to $95 billion through stock offerings to support its growing AI

[EdgeForge @EdgeForgeUS]

Meanwhile, Meta is expanding its deployment of NVIDIA’s next-generation AI technologies, including Vera Rubin systems, Vera CPUs, Spectrum-X networking, and BlueField-4 infrastructure.

[WallStreetWhale @WSWhaleAlert]

🚨 $550 BILLION has been added to the U.S. stock market in just ONE HOUR as Trump put attacks on Iran on hold. The TACO trade is playing out perfectly AGAIN.

[Yieldfield @YieldfieldUS]

🔴 If the world were to descend into a major war, would it be better to hold cash or to invest? Warren Buffett argues that in times of war, cash loses its value. Should a global conflict actually break out, the value of cash would very likely decline—a pattern seen in most wars throughout history. In such a scenario, holding cash is the worst possible move. He further adds that over the next 50 years, owning productive assets—such as companies and businesses—is far superior to holding paper currency, which is destined to continuously lose its value.

[WallStreetWhale @WSWhaleAlert]

$ASTS
🚀 THE NEXT BIG SPACE TECH STORY? $ASTS

Imagine connecting your regular smartphone directly to satellites — without needing a traditional cell tower.

Here’s why AST SpaceMobile is on my radar:
Could $ASTS be a multibagger — or is the risk being underestimated?

[WallStreetWhale @WSWhaleAlert]

If you could buy ONLY ONE stock for the next 12 months… Which one are you choosing?

$NVDA

$AMD

$GOOGL

$AMZN

$PLTR

👇 Drop ONE ticker. I'll share my own pick and the reason behind it. Follow for more stock setups.

[WallStreetWhale @WSWhaleAlert]

🚨 THE BIGGEST AI EARNINGS TEST OF THE WEEK IS COMING
🔹 $MSFT — Is Azure growth translating into AI revenue?
🔹 $GOOGL — Can Google grow Cloud while defending its search business in the AI era?
🔹 $AMZN — Is AWS growth strong enough to justify massive AI infrastructure spending?

[WallStreetWhale @WSWhaleAlert]

BREAKING: 🇯🇵 Over ¥23,550,000,000,000 ($150B) added to Japanese stocks as the NIKKEI surges +2%.

[EdgeForge @EdgeForgeUS]

Nancy Pelosi just made her yearly salary in a day Today, her Bloom Energy position is up +7% She made ~$215,000 from

$BE

today alone Her net worth is ~$265,500,000

[WallStreetWhale @WSWhaleAlert]

$NFLX
Cmon Netflix... Wake up.

[EdgeForge @EdgeForgeUS]

A lot of stocks have the same look.

$MU

$SNDK
$LITE
$MRVL
$BE
$INTC
They're all near a bounce spot. If market behaves- these can put some big numbers on the board.

[Yieldfield @YieldfieldUS]

🚨 THE AI TRADE GOES BEYOND NVIDIA.

$CDNS reports earnings after today's market close.

Wall Street is looking for roughly:

📊 Adjusted EPS: $2.05
💰 Revenue: $1.62B
Why it matters:

As AI chips become more complex, semiconductor companies need advanced tools to design and verify them.

That's where Cadence comes in.

I'm watching 3 things tonight:

1️⃣ Revenue growth
2️⃣ Forward guidance
3️⃣ Demand from AI and advanced chip customers

Can the picks-and-shovels of AI keep delivering?
#CDNS #AIStocks #Earnings

[EdgeForge @EdgeForgeUS]

$RKLB
is now building an Electron every 8 days which gives it the capacity to produce roughly 45 rockets a year.

[Yieldfield @YieldfieldUS]

$ASTS JUST GOT A BIGGER EUROPEAN OPPORTUNITY. BUT THERE'S A CATCH.

Four major European telecom operators — Deutsche Telekom, Orange, Telefónica & Vodafone — are exploring a joint bid for satellite spectrum alongside AST SpaceMobile.

Here's why it matters:

📡 60+ mobile operator partners
🌍 3B+ subscribers represented
🇪🇺 Potential access to a European market covering 500M+ mobile subscribers
🛰️ Initial intermittent service targeted before year-end 2026
But there's a serious challenge: SpaceX isn't standing still.
ASTS must turn partnerships into satellites in orbit, reliable coverage, and recurring revenue.
My take: The opportunity is massive, but execution will determine the winner.

Is $ASTS an asymmetric opportunity — or is the market underestimating the competition? 👇

#ASTS #SpaceTech #Stocks

[Yieldfield @YieldfieldUS]

🚨 $VZ JUST DELIVERED A MIXED EARNINGS REPORT.

Here’s what investors need to know:

📈 Adjusted EPS: $1.31 vs. $1.27 expected
📉 Revenue: $34.3B vs. $34.8B expected
📱 Postpaid phone additions: 406K vs. 195K expected
🔼 Full-year subscriber growth outlook raised
My take: Revenue missed, but customer growth was the standout.
The key question now: Can Verizon turn stronger subscriber momentum into sustainable revenue and cash flow growth?
Would you buy $VZ for its cash flow and dividend — or look elsewhere for growth?

#VZ #Earnings #Stocks

[Yieldfield @YieldfieldUS]

$KEEL
Probably the most important chart in the AI infrastructure space right now...The MOAT line cannot be any more precise and clear. After the sharp multi-month selloff, price is testing the rising trendline again.Bulls, bounce it or else.

[EdgeForge @EdgeForgeUS]

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” — Warren Buffett

[EdgeForge @EdgeForgeUS]

🚨Stocks to watch this week:
$MSFT
$GOOGL
$AMZN
$META
$TSLA
Which one are you most bullish on? Share your thoughts.

[EdgeForge @EdgeForgeUS]

The market may be sleeping on these 3 stocks 👀

$NKE
$IBP
$LULU
Strong businesses. Interesting catalysts. Valuations worth watching. Which one would you research first?