Edgen

AI-powered stock picks: Buy price. Sell price. And why.
We watch markets while you live your life.

@EVGHQ @hiFramework @northislandvc

[Edgen @EdgenTech]

we just rebuilt Edgen from scratch.

you open the app. you get the stock pick. buy price. sell price. the why in one line.

here's what's new 👇

[Edgen @EdgenTech]

which ridesharing stock had Edgen picked?

find out on: https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

for every $1 you spend in ridehailing:

70cents go to drivers.
16cents to operations.
14cents to shareholder cash.

5 years ago, that last number was negative.

[Edgen @EdgenTech]

fast growth + real cash flow is the rarest combination in tech.

exactly one mobility play has both.

the name is in Edgen.

[Edgen @EdgenTech]

5 years ago, ridesharing apps were considered black holes for cash.

now every $100 you spend on a ride becomes $18 of free cash flow.

the unprofitable gig-economy era is over. but Wall Street still prices it like 2019.

the plays are in Edgen.

[Edgen @EdgenTech]

which stocks take advantage of that trend?

the plays are on Edgen.
https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

5 years ago $TSLA and Waymo said self-driving cars would kill ride-share.

today, those same Autonomous Vehicles are being booked through ride-share apps.

ride-share didn't lose to AV. it became the booking layer for AV.

and with AI, their returns and moat are increasing.

[Edgen @EdgenTech]

https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

2023: US bans advanced AI chips from China.

everyone said China would fall behind.

2025: China builds its own AI chips.
2026: China cloud growth hits 40%, running entirely on domestic infrastructure.

the bet against China didn't work. the winning stock plays are in Edgen.

[Edgen @EdgenTech]

these China cloud stocks trade at 13x earnings.

a US business growing 40%/yr trades at 30 to 50x.

the China discount is the biggest mispricing in tech.

the stock plays are in Edgen.

https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

3 years ago, the US 🇺🇸 sanctioned China's 🇨🇳 AI ambitions.

today, the fastest-growing cloud on earth is Chinese.

40% YoY. faster than $AMZN's AWS. faster than $MSFT's Azure. faster than $GOOGL's Cloud.

the bet against Chinese stocks failed, and backfired. 🧵

[Edgen @EdgenTech]

China's whole internet economy is pivoting. retail (2% growth) is stagnating. but AI cloud (40%) is taking over.

the biggest infrastructure pivot in tech is happening 8,000 miles away.

[Edgen @EdgenTech]

let's say your phone has 256GB of storage.

ONE AI server needs the equivalent of THOUSANDS of phones of that same chip.

$MSFT, $GOOGL, $AMZN, $META are building THOUSANDS of AI servers. from the same suppliers.

who benefits? Edgen has the stock plays: https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

NAND flash memory is the chip in every phone or laptop on earth.

AI just made EVERY data center need 15x MORE of it. with demand growing 35% per year.

a new factory to produce them take 3+ years.
nobody started in time.

who benefits from that trend? the plays are in Edgen.

[Edgen @EdgenTech]

https://t.co/LQPhU90WAy

[Edgen @EdgenTech]

it's official: Q4 2025 holiday revenue grew 12% over Q4 2024 (!)

with 145% tariffs from Trump. with everyone calling the model "broken".

local warehouses, merchant cost-sharing, bulk container logistics. the adaptation happened way faster than expected.

ecommerce platforms might have dropped short-term,
but they are definitely not dying.

the ticker plays are in Edgen.

[Edgen @EdgenTech]

@kazamassss nice!

[Edgen @EdgenTech]

good news ledgens!

we silently gave the mobile app a brand new Edit: new face, new features, new vibes.

this Edition puts a financial Edge in your pocket that the last one never had.

open it. drop your feedback in comments.

#Ed