Edelbridge Alpha
Edelbridge Alpha, Damnang, Gaetano, JP Insights, TheBigBerbowski, Babyfolio, Daniel Koss, Alasdair Mann400% YTD. The best investing community on the internet. Sharing deep dives, trade alerts, and expert interview insights.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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edelbridge.substack.comLatest Issues
Technical Analysis: Keeping It Simple
Author:
This article is part of my series on capital allocation. In the original article, I outlined the five principles behind how I manage my portfolio. This follow-up focuses on techincal analysis: how I use moving averages and gap fil...
Up 300%+ YTD: Stock Picking Was Only Half the Battle
Author:
My portfolio is up more than 300% YTD. The holdings tell part of that story. Here’s how I approached adding, trimming, rotating, and holding cash along the way, including decisions where my timing was wrong.
Great stock picking ge...
Conviction Investing Masterclass with Sandeman
Concentrated bets, covered calls, surviving 50% drawdowns, and knowing when a thesis has actually broken.
Author: Daniel Koss
Alasdair’s Portfolio Update: +305.28% YTD
Trading the Iran War, Micron Earnings, and OpenAI DevDay
This portfolio update will be longer than usual.
My Worst Investments of the Last 3 Years
And What I Learned From Them
Author: Daniel Koss
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Authors
The writers behind this newsletter.
AI infrastructure investors & active traders sharing trade ideas, deep dives, and live portfolio updates. 2026 YTD: +350%. Known for running “AI Infrastructure” currently the highest-performing public portfolio on Autopilot.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Independent equity analyst focused on optical networking, photonics, AI infrastructure, and the technologies enabling next-generation data centers.
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Software engineer & Investor for 10+ years building generational wealth for my 2 babies. Covering AI infrastructure.
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