The Compound Edge

Market Insights & Picks | Trading Strategies
Charts don’t lie, emotions do
Not Financial Advice

[The Compound Edge @TheCompoundEdge]

Might be getting an opportunity to buy $SIVE $SIVEF low again 🤑🤑🤑🤑🤑

[The Compound Edge @TheCompoundEdge]

This would be the correct approach to build more data centers in the meantime and allow the power demand to catch up while also having a market correction.

This would give everyone time to build up cash to take advantage of the real AI boom with all these companies

[Watcher.Guru @WatcherGuru]

JUST IN: OpenAI CEO Sam Altman backs Anthropic CEO Dario Amodei's call for the AI industry to slow down development.

[The Compound Edge @TheCompoundEdge]

AND BOOM ANOTHA ONEEEE!!!!🚀🚀🚀🚀🚀🚀🚀🚀

$SIVE $SIVEF

[The Compound Edge @TheCompoundEdge]

Added $SIVE $SIVEF this past week around the lows.

Gimme all the stock at this price. Loaded up all the way for it now

[The Compound Edge @TheCompoundEdge]

DID YOU LISTEN?????????

$NRGV TO THE MOOOOON🚀🚀🚀🚀

Bottom tick at $3.20 just like we called it

[The Compound Edge @TheCompoundEdge]

the earnings from $NRGV yesterday were definitely something that the markets liked.

With this pump though, we do expect a pullback near $3.20 to make a new higher low. That would be your next safest entry

[The Compound Edge @TheCompoundEdge]

Added $SIVE $SIVEF this past week around the lows.

Gimme all the stock at this price. Loaded up all the way for it now

[The Compound Edge @TheCompoundEdge]

We gave you the entry weeks ago now it was your job to act upon it

Did you listen anon?

[The Compound Edge @TheCompoundEdge]

the earnings from $NRGV yesterday were definitely something that the markets liked.

With this pump though, we do expect a pullback near $3.20 to make a new higher low. That would be your next safest entry

[The Compound Edge @TheCompoundEdge]

@TDogCali53 Our analysis was indeed correct.

[The Compound Edge @TheCompoundEdge]

the earnings from $NRGV yesterday were definitely something that the markets liked.

With this pump though, we do expect a pullback near $3.20 to make a new higher low. That would be your next safest entry

[The Compound Edge @TheCompoundEdge]

@AndresL04854206 Our analysis was indeed correct

[The Compound Edge @TheCompoundEdge]

Today $NRGV has hit $3.20. We said this went it was pumping like crazy that it would fall to make a new higher low.

People in the comments of that post were clowning us for saying that, look who's right now

Our job is to trade with a brain, not with emotions

[The Compound Edge @TheCompoundEdge]

the earnings from $NRGV yesterday were definitely something that the markets liked.

With this pump though, we do expect a pullback near $3.20 to make a new higher low. That would be your next safest entry

[The Compound Edge @TheCompoundEdge]

$RKLB is a buy at this price.

[The Compound Edge @TheCompoundEdge]

$ASTS is a buy at this price range. This is as clear as it gets

[The Compound Edge @TheCompoundEdge]

If you get the opportunity to add $NRGV near $3.00. You make sure you act on it

[The Compound Edge @TheCompoundEdge]

If you get the opportunity to add $NRGV near $3.00. You make sure you act on it

[The Compound Edge @TheCompoundEdge]

@AndresL04854206 The chart doesn't work off of purely earnings, a higher low needs to be created for this chat. You can reference to previous earnings for this company and the gap up has gotten filled everytime shortly after

[The Compound Edge @TheCompoundEdge]

$NRGV FLY BABY FLYYYY

[The Compound Edge @TheCompoundEdge]

$NRGV is our biggest holding by a long shot, more than $RKLB, $SIVE $SIVEF, $USAR, $ZETA and soon you will see why

All they need is one hyperscaler and this chart will melt faces and the rumours are that they have signed a hyperscaler last week. If confirmed in earnings/calls then get ready to moon

🚀🚀🚀🚀🚀🚀

[The Compound Edge @TheCompoundEdge]

WHAT DID I SAYYYYYYY

[The Compound Edge @TheCompoundEdge]

Soon our biggest holding $NRGV WILL MELT FACES.

Average entry is around $2.8 for us but this could very well hit double digits in the future.

DONT DOUBT US AGAIN

[The Compound Edge @TheCompoundEdge]

$NRGV IS FLYINGGGG

[zohm @zohmbastic]

$NRGV
Contract Backlog expanded $650 million to $2 billion sequentially, up 47% q/q and 107% y/y driven by strong demand from the AI Compute Infrastructure segment

Revenue of $17.4 million, up 104% y/y, above consensus

GAAP gross margins of 31% to $5.4 million, up 114% y/y expanding 140 bps; Adjusted Gross Margin of 38.6% to $6.7 million, up 166% y/y expanding 900 bps

Global MW under operation, construction and RTB grew ~900 MW y/y to ~1.1 GW, up 476%, on track to deliver initial $180 million of recurring, annual EBITDA over the next 18-36 months

Cash grew 26% q/q to $148 million, the 6th consecutive quarterly increase, a 155% y/y or ~$90 million

Executed contract for 1.25 GW of integrated power, storage and software infrastructure to support hyperscaler contracts in Texas, expected to generate near-term revenue of $500-$600 million in 2H 2026 and 2027

Raising full-year 2026 revenue guidance to $270-$310 million and lifting GAAP gross margin guidance to 20%-25% to the high end of the range

[The Compound Edge @TheCompoundEdge]

@Jigsmasher you are right sir, lets hope the earnings deliver

[The Compound Edge @TheCompoundEdge]

$NRGV is our biggest holding by a long shot, more than $RKLB, $SIVE $SIVEF, $USAR, $ZETA and soon you will see why

All they need is one hyperscaler and this chart will melt faces and the rumours are that they have signed a hyperscaler last week. If confirmed in earnings/calls then get ready to moon

🚀🚀🚀🚀🚀🚀

[The Compound Edge @TheCompoundEdge]

$NRGV earnings today after close, up 10% for the day already

[The Compound Edge @TheCompoundEdge]

Up 70% YTD on $ZETA

You would be as well if you had followed and listened. Can't save someone who wants to drown 🙅‍♂️