LeEdge

Thematic small & mid-cap allocator.
Inflections & capital flows.
May hold positions.

[LeEdge @LeEdgeCap]

Tracking thematic inflections in US small & mid caps.

Capital rotates.
Narratives shift.
Margins inflect.

Selective allocation.
Conviction when earned.
May hold positions.

[unusual_whales @unusual_whales]

Trump: The naval blockade will now be lifted

[LeEdge @LeEdgeCap]

@LilSn00py @Conste11ation @Nasdaq The deal doesn’t to my understanding underwrite the token demand and utility. What’s to say they don’t ditch the token? The hypergraph works just fine without $DAG, or am I wrong here? Isn’t Iron SPIDR exactly that?

[LeEdge @LeEdgeCap]

@LilSn00py @Conste11ation @Nasdaq The deal doesn’t to my understanding underwrite the token demand and utility. What’s to say they don’t ditch the token? The hypergraph works just fine without $DAG, or am I wrong here? Isn’t Iron SPIDR exactly that?

[LeEdge @LeEdgeCap]

🚀🧨

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/GyfyfNdOdp

[IREN @IREN_Ltd]

Vertical integration sets $IREN’s AI Cloud platform apart.

Construction discipline is what makes it possible.

In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

[LeEdge @LeEdgeCap]

Took a degen swing in Atomera $ATOM this week.

Momentum + volatility play.
No story. No conviction. Just risk.

Sometimes you trade structure.
Sometimes you trade speed.

Position sized accordingly.

[LeEdge @LeEdgeCap]

$ZETA is nearing GAAP profitability
while consistently beating estimates (~6–7% avg).

Revenue remains solid,
operating leverage is emerging,
and FCF conversion is improving.

That combination often marks an inflection point in SaaS.

Next earnings matter:

• Does GAAP flip positive?
• Is the beat sustained?
• Does guidance step higher?

If yes — rerating risk increases.

Watching closely.

[Miles Deutscher @milesdeutscher]

https://t.co/8kidKtb34g

[IREN @IREN_Ltd]

$IREN is pleased to announce the appointment of John Gross as Chief Innovation Officer – global leader in high density data center engineering and liquid cooling.

In this newly established role, John will be responsible for leading engineering standards, thermal architecture, and commissioning across IREN’s next-generation data centers.

@danroberts0101, Co-Founder and Co-CEO of IREN, commented: “John has been instrumental in shaping our engineering standards over several years. As AI workloads increase in density and complexity, his leadership will be central to maintaining technical rigor as we scale efficiently across our platform.”

Press Release: https://t.co/okWxAaboZK

[BMSInvests @BMSInvests]

$ONDS

Well, here it is. All my DD that I've accumulated over the last 12 months for $ONDS, all in one place.

All the details on $ONDS senior management, strategic partnerships, customers and investors.

RT's are sincerely appreciated.

cc @CeoOndas @ive_m5 @bodoxstocks @Jake__Wujastyk @itschrisray @itsRobertBurns @Courage_wins

[LeEdge @LeEdgeCap]

@danielnewmanUV SaaS has bottomed out. LG!

[LeEdge @LeEdgeCap]

$XLU just broke its recent weekly structure
on elevated volume.

Notable move for a defensive sector.

One angle to watch:

Power demand narratives — particularly around AI and data center expansion — are increasingly intersecting with utility positioning.

Question is — does relative strength persist?

[LeEdge @LeEdgeCap]

Energy is outperforming YTD.
Without short-term volume expansion.

That’s allocation, not speculation.

[LeEdge @LeEdgeCap]

Infrastructure shifts, capital follows.

[Watcher.Guru @WatcherGuru]

JUST IN: X to launch crypto and stock trading directly from the timeline within a "couple weeks."

[Zeta @ZetaGlobal]

Our 4Q and full-year 2025 financial results will be announced on Tuesday, February 24 after market close.
Join the live webcast that day at 4:30pm ET to hear from our Co-Founder, Chairman, and CEO @dsteinberg10000 and CFO Chris Greiner.
https://t.co/zrJfnWDpDx

[LeEdge @LeEdgeCap]

@LarkDavis The people claiming it failed are the ones who got late to the party