Edge Alpha Intelligence
Edge Alpha LabsIndependent investment research on market mispricings, AI infrastructure, earnings, catalysts and second-order opportunities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 26 | Founded | a month ago | Last Issue | 22 hours ago |
| Active | |||||
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edgealphaintel.substack.comLatest Issues
Second-Order Alpha: AI’s Next Bottleneck Isn’t Chips. It’s Capital.
Wall Street is still treating AI as a compute story. The next winners may be the institutions financing the buildout—and the hidden losers may be anyone dependent on cheap duration.
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Weekly Market Intelligence Brief: 05 September 2026
AI Can Outrun Rates. The Rest of the Market Can’t.
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WUWS: Payrolls Can Cool. Inflation May Not.
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AVGO (Broadcom) Q3 FY2026 Earnings | Deep Dive
The $230 Billion Number Changes the Argument
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WUWS: AI Meets Expensive Capital
AI demand is still booming. The cost of funding it is becoming the bigger risk.
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Authors
The writers behind this newsletter.
Independent research on markets, AI & technology. We track catalysts, capital, companies and emerging technologies to find the signals that matter. Publisher of Market Signal Brief + AI Signal Brief.
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