Edge of Power
Edge Of PowerTechnology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 116 | Subscribers | Read | edgeofpower.org |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Robinhood ($HOOD): The Yass-Trump Triangle. Why the "King of Market Makers" is the Secret Architect of the Next Retail Surge
The market reassessed the moment BTC hit its historical maximum and entered a phase of turbulence. While the stock climbed on the enthusiasm of the past year, many investors, myself included, fell into a classic trap: Anchoring Bias.
Vicor ($VICR): Tripling Revenue or Selling a Dream? The High-Stakes Gamble on Vertical Power Delivery
Beyond the 3x Growth Hype: Is Vicor’s Strategic Moat Strong Enough to Secure an Infrastructure Monopoly?
ServiceNow ($NOW): When Organic Growth Slips Below 20% and AI Can’t Close the Gap (Yet)
Today, shares plunged 17%, retreating to levels not seen since late 2022. On the surface, the headline numbers looked solid: a beat on top and bottom lines, raised guidance, and a narrative centered on AI. But the market isn’t buying the “...
Oracle ($ORCL): The Meta-Morphosis. Why Larry Ellison is Chasing 40% Margins in the AI Cloud Era
The Quest for the $1T Club through Radical Transformation: No Room for Error.
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Authors
The writers behind this newsletter.
Technology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation. Not financial advice.
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