Edge of Power
Technology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 133 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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edgeofpower.orgLatest Issues
The Death of Cyclicality, $18B in Upfront Cash, and AI Humanoids: Deep Dive into Micron’s ($MU) Historic Blowout Q3 2026 Earnings
Micron’s fiscal Q3 2026 financial results represent a monumental paradigm shift. This isn’t just another “beat and raise” quarter; it is the official funeral of the old, highly volatile semiconductor memory business model.
Historically, co...
Photonics boom cools, but Applied Optoelectronics' (AAOI) upside remains intact
Management promises monthly revenue that exceeds current quarterly totals. Can the company capture market share from Lumentum and Coherent?
The year 2026 has taken the market by storm, driven by relentless AI infrastructure demand and acut...
The price you pay the market: why you can’t profit without losses
Every single morning, reasonably smart investors open their terminals and commit the exact same analytical sin: they demand a 100% win rate from their own skulls.
You spend days digging into or The earnings report is a blowout, the guida...
Harmonic Drive (HDSI): Humanoid Gamble. Is it too late to buy?
The stock is up 78% YTD: why humanoids ignited heavy machinery and where the moat lies.
Harmonic Drive Systems is up 70% YTD, finally clawing its way back to where it was four years ago at roughly $41 per share. The reason for this squeeze...
Oracle delivers another strong earnings report and kills software subscription model
showed that the company is successfully transforming into an infrastructure giant. Total quarterly revenues increased 21% to $19.2 billion vs $19.10 billion expected. Cloud revenues (IaaS + SaaS) increased 47% to $9.9 billion driven by 93%...
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Following the tech and the money. NFA
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