Edge of Power | Substack

Recent posts

The NeoClouds Crush Was Not Just About Earnings

How AI economics, proxies, and power collided

Dec 19, 2025 • Edge Of Power

The AI Sell-Off Is About Pricing Power, Not Demand

Why markets are repricing AI infrastructure, from Broadcom to data centers, and what really matters for returns

Dec 16, 2025 • Edge Of Power

Why GE Vernova Is the Stock That Survives Every Market

Why GE Vernova Is the Stock That Survives Every Market

Dec 14, 2025 • Edge Of Power

Oracle's Secret Weapon

What Oracle Earnings Mean for CoreWeave, IREN, and Cipher Mining

Dec 11, 2025 • Edge Of Power

Balance Sheets Now Matter As Much As AI Stack and Power

How capital deployment by IREN, CRWV and other Neoclouds is separating winners from followers in AI infrastructure

Dec 9, 2025 • Edge Of Power

Credo Technology: does it have a room to run after blowout quarter?

A deep dive into the AI connectivity leader that's up 500% from IPO—and why its trajectory mirrors another high-flyer that corrected 40%

Dec 7, 2025 • Edge Of Power

Decoding NeoCloud: A Practical Guide for Investors

How to Read the Financial Reports of IREN, Nebius and CoreWeave: A Simple Breakdown of Key Metrics

Dec 4, 2025 • Edge Of Power

IREN cleans balance sheet. Will it stay the course or mix bare metal with REIT?

The new convertible issuance is not just preparation for major investments, it also raises the question of which strategic path IREN will choose next.

Dec 2, 2025 • Edge Of Power

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