Announcements

Edgen is now Ed by Edgen. New name, new look, same mission: be the money person you never had. Here's what changed and why.

Introducing Ed by Edgen — Your Money Person, Finally

Edgen is becoming Ed by Edgen. New name. New look. Same Ed — the AI investment companion that watches your portfolio, remembers your goals, and only tells you what matters. This isn't a pivot. It's a sharpening. Ed was built to be the money person you never had. Now the brand reflects that. The name. Edgen was the company. Ed is who you talk to. Ed became the face because that's who you already have a relationship with. "Ed by Edgen" puts the person first and the company behind it — the way it should be. The look. Ed's new home is warm white and deep green — calm, not aggressive. Investing is stressful enough. Your app shouldn't add to it.

Most AI stock tools hide their losses. Ed shows everything — every pick since 2025 with entry price, stop loss, and outcome. See the full track record.

AI Stock Picks Track Record — Wins and Losses, All Public

Most AI stock tools show you their winners. The 3x return on NVDA. The perfectly timed entry on TSLA. The crypto call that caught the bottom. What they don't show you: the picks that didn't work. The thesis that was wrong. The stop loss that got hit. Ed shows you everything. Every stock pick Ed by Edgen has made — over 50+ picks since June 2025 — is tracked publicly. The wins and the losses. Entry price, stop loss, thesis, outcome. All of it. No cherry-picking. No survivorship bias. No hiding underperformers behind a paywall. The AI stock picking space has a credibility problem.

Ed watches your portfolio, remembers your goals, and delivers stock picks with entry price, stop loss, and full thesis. Every pick tracked publicly — wins and losses. Try Ed free.

Meet Ed: Your Money Person for Stocks & Crypto

You have a dentist. A doctor. Maybe a mechanic you trust. But when it comes to your money — the thing that affects literally everything — you're on your own. So you open your brokerage app and see a wall of tickers. You Google "should I buy NVDA" and get 50 opinions that contradict each other. You close everything. You do nothing. That's not a knowledge problem. It's a "nobody's watching out for me" problem. Ed is the money person you never had — an AI investment companion who watches your portfolio, remembers your goals, and tells you only what matters. Not a tool you configure. A person who pays attention. Most investing apps wait for you to ask. Ed doesn't. Ed reads your portfolio every morning, checks what happened overnight, and tells you only the things that change a decision. Not "the market dropped 3%" — you can see that anywhere. Ed says: "Your NVDA is down 8%, but you said you'd consider adding below $200. It's not there yet. No rush."

Market Analysis

ETFs buy 65,000 ETH a week. BitMine grabs 100,000 more. Yet ETH is down 50%. There's a quieter seller nobody's talking about.

Why Is Ethereum Falling While ETFs Keep Buying ETH?

If you've been watching Ethereum, this should make no sense. ETFs are buying nonstop. BitMine, the corporate treasury, is stockpiling 100,000 ETH a week. Together they're soaking up roughly 165,000 ETH every seven days — more than the network mints, more than miners ever sold at the peak. And the price is down 50% from October. Someone is selling more than all those buyers combined. The interesting question is: who? The short answer — and it's the one most coverage skips — is that Wall Street finally arrived to buy crypto, and crypto's old holders are quietly selling to them. That's not a bearish call. It's a transfer of ownership at scale. But until it finishes, the bid from ETFs and corporate treasuries can't lift price; it can only absorb supply. Below, the math, the cohort breakdown, what it means for ETF holders versus long-term holders versus accumulators, and where I think ETH ends up over the next twelve months. Bottom line: I rate ETH a Hold with a $2,500 price target. The set

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Apr 30 2026

Record revenue, record members, record loan originations — and the stock fell 15%. There's one number SoFi didn't change. That's the problem.

SoFi's Best Quarter, SoFi's Worst Day. The Disconnect Explained.

Picture this. You wake up Tuesday morning, glance at the headlines, and see "SoFi just posted its best quarter in company history." Revenue up 41%. Net income more than doubled. A record 1.1 million new members. Loan originations crossed $12 billion in a single quarter for the first time ever. You think, "Great — I own this. Let's see the open." You pull up the ticker. It's down 15%. That feeling — that whiplash — is the thing this whole article is about. Because nothing in those headlines was a lie. The Q1 2026 print really was a record. And the market really did sell it. Here's the trick most retail investors miss the first time it happens to them. Wall Street isn't paying for what already happened. It's paying for what comes next. When a company beats every line on the scorecard but refuses to raise its full-year forecast, traders read that exactly one way: this might be the peak. The good news is already in the price. The next twelve months might not get any better than this. That'

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Apr 30 2026

Generac just locked in $600M in hyperscaler orders for 2027 — and most investors still think they only sell home generators.

Mag7 Is Spending $500B on AI. The Hidden Winner Sells Backup Power.

Here's something worth saying out loud at a coffee shop: the most expensive electricity bill in human history is being negotiated right now, and almost no one outside the industry is paying attention. Mark Zuckerberg told investors that Meta will spend up to $145 billion on AI capex in 2026. Satya Nadella penciled in $190 billion for Microsoft. Sundar Pichai and Andy Jassy each guided north of $75 billion. Add it up and you get $400 billion to $500 billion in a single year — roughly the GDP of Norway — going into a build-out that needs gigawatts of new electric load by 2027. A modern hyperscale data center is essentially a small city. A 100-megawatt campus draws as much power as 80,000 homes. A 1-gigawatt cluster — the kind Meta and OpenAI are now planning — draws more electricity than the entire state of Vermont. And every single one of those megawatts has to keep flowing during a grid blip, a substation fire, a hurricane, or a fault on a transmission line a thousand miles away. That'

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Apr 30 2026

NXP isn't an AI stock. So why did it just have its best day ever? The answer is hiding in the data center line, not the auto recovery.

NXP Just Jumped 18%. The Real Story Isn't About Cars Anymore.

Tickers: $NXP | Related: $TXN, $ON, $STM, $MCHP If you'd asked any of us a year ago which sleepy auto-chip company was going to print the best single trading day in its history off the back of a data center line item, nobody on the desk would've picked NXP. This is the company most people slot mentally next to "Texas Instruments, but for cars." Boring. Cyclical. Useful but not exciting. Then yesterday happened. The stock closed up 18%. That's the largest one-day move in NXP's history as a public company. And here's the thing your group chat probably got wrong: it wasn't really about the auto recovery, even though that's the headline most outlets ran with. The real story is buried four lines down in the earnings deck. NXP did $200 million in data center revenue last year. CEO Rafael Sotomayor just told the Street that number is going to $500 million-plus in 2026 — a 150% jump in a segment most analysts weren't even modeling. That's the line that broke the stock open. So the question isn

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Apr 30 2026

STX locked its HDD order book through fiscal 2027, and gross margin is heading to 50%. The real question isn't whether to buy — it's why nobody else has.

Seagate Just Sold Out Through 2027. Wall Street Is Still Sleeping.

Rating: Buy | 12-month Price Target: $720 | Current Price: ~$579 (post-earnings AH: ~$653) The tidy version everyone repeats — "AI generates data, HDDs are cheap, Seagate wins" — is correct but useless. It does not distinguish a one-quarter buying spree from a three-year capacity reset. The Seagate AI HDD demand inflection 2026 is the latter, and the evidence sits in the order book. Three structural shifts have happened in tandem. First, the nearline HDD customer model has migrated from transactional to long-term agreements with build-to-order commitments 12–18 months out — hyperscalers (Google, Microsoft, Meta, Nvidia, Amazon) now sign multi-year supply assurance contracts because stocking out on storage mid-AI-training-cycle is operationally unacceptable. Second, the supply side has refused to expand unit capacity; Seagate and Western Digital are growing exabytes through areal density (higher TB per drive), not new factory floor. Third, the cost-per-TB gap between high-capacity HDDs

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Apr 30 2026

JitoSOL pays ~7.5%, mSOL ~9-11%. But the higher yield carries a risk most stakers don't see. The right pick isn't about APY.

JitoSOL vs mSOL: Which Solana Liquid Staking Wins in 2026?

Tickers: $JTO, $MNDE | Related: $SOL, $LDO, $ETH Ethereum's Pectra upgrade (EIP-7251 raising validator caps from 32 ETH to 2,048 ETH) was a structural win for protocols like Lido. Its relevance to Solana is indirect: Pectra crystallized institutional appetite for LSTs as legitimate fixed-income instruments, and that appetite has spilled across chains. Solana's ~7% native staking yield versus Ethereum's ~3.5% makes it the obvious next stop for post-Pectra capital. The opportunity: Solana has ~60% of total SOL supply staked, but only ~5% of staked SOL sits in liquid staking tokens versus roughly 35% on Ethereum. That 30-point gap is the addressable market for Solana LSTs. Jito and Marinade dominate that opportunity with opposing theses. Jito bets MEV capture is the durable yield edge no competitor can replicate without rewriting the validator client. Marinade bets decentralization and a neutral validator set will win institutional and DeFi-native trust. Both can be right — but only one w

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Apr 30 2026

A single Stocktwits interview just cost POET its biggest customer. The bigger problem isn't what was leaked — it's what comes next.

POET Stock Crashed 47% in One Day — and the CFO Won't Speak

If you opened the markets Monday wondering why POET Technologies stock crashed 47%, the answer is brutally simple: the company's own CFO talked his way out of the most important contract on its books. On April 23, 2026, Marvell Technology sent written notice cancelling every purchase order POET had inherited through Marvell's February acquisition of Celestial AI. The trigger was not a product failure or a yield miss — it was a Stocktwits interview in which CFO Thomas Mika named the customer, described the workload, and walked retail investors through what should have been confidential supply terms. By Monday's close, POET (NASDAQ: POET) printed a -47.35% session to $7.95, the largest single-day decline in its history. This is a diagnostic on what happens when a pre-revenue silicon-photonics name with a 20-year unprofitability streak loses, in 30 seconds of unscripted speech, the only commercial validation it had. POET opened the week near $15 after rallying ~70% in the prior eight sess

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Apr 30 2026

HOOD missed both top and bottom line — but one segment just hit a $300M run-rate, and Wall Street isn't pricing in what's next.

Is Robinhood Stock a Buy After Q1 2026's Surprising Miss?

Robinhood prediction markets revenue Q1 2026 is the line item that turned a clear earnings miss into a story traders are still arguing about. Robinhood reported $1.067 billion in revenue versus a $1.17 billion consensus and EPS of $0.38 against a $0.41 estimate — a double miss that, in any other quarter, would have ended the conversation. Instead, buried in the "other transaction revenue" line, event contracts grew 320% year-over-year to $147 million, an annualized run-rate north of $300 million on a product Robinhood barely talked about a year ago. Shares are down roughly 5% pre-market. They probably should not be. The thesis is narrow: prediction markets are now the fastest-growing product line in Robinhood's history, the Q2 launch of HOOD's own Rothera exchange moves the company from third-party router to in-house clearer, and the competitive triangle with Polymarket and Kalshi is the most important structural story in U.S. fintech that almost no sell-side analyst has properly price

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Apr 30 2026

Visa rated Buy with $360 price target (~20% upside). FY2025 rev ~$39.4B, net rev margin ~51%, forward P/E ~27x. Tokenization, RTP, cross-border growth drivers. Full analysis on Edgen.

Visa Inc Stock Analysis: The Toll Road of Global Commerce | Edgen

The global payments industry is undergoing a structural transformation that has been decades in the making and is now accelerating at an unprecedented pace. Total global payment flows exceed $200 trillion annually, yet an estimated 15 to 18 percent of consumer transactions worldwide are still conducted in cash — a figure that implies trillions of dollars of addressable volume waiting to migrate onto electronic networks. For Visa, every percentage point of cash displacement translates directly into incremental network revenue without requiring proportional infrastructure investment. The macroeconomic environment in 2026 favors payments networks in several important ways. Global consumer spending has proven remarkably resilient despite elevated interest rates in developed markets, supported by strong labor markets and accumulated household savings. Cross-border travel has not only recovered from pandemic-era disruption but has surpassed 2019 levels, driving the highest-margin transaction

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Apr 30 2026

UnitedHealth Group rated Buy with $330 price target (~20% upside). FY2025 rev $419.3B, Optum Rx growth engine, forward P/E 14.2x, ~$18B FCF guided. Full analysis on Edgen.

UnitedHealth Group Stock Analysis: Healthcare's Vertical Integration Powerhouse | Edgen

The United States healthcare system consumes approximately $4.8 trillion annually, representing roughly 17.5 percent of gross domestic product — a proportion that continues its multi-decade upward trajectory driven by an aging population, chronic disease prevalence, and pharmaceutical innovation. For managed care organizations, this spending growth creates a durable revenue tailwind that few other sectors can match. The Centers for Medicare and Medicaid Services projects national health expenditure growth of 5 to 6 percent annually through the end of the decade, outpacing nominal GDP growth and ensuring that the underlying volume of insured lives and medical transactions continues to expand. The policy environment in 2026 presents a mixed backdrop. Medicare Advantage enrollment has surpassed 33 million beneficiaries, representing over half of all Medicare-eligible individuals — a penetration rate that seemed aspirational just five years ago. This secular shift benefits large managed ca

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Apr 30 2026

Tesla rated Hold with $380 PT (~10% upside). First revenue decline in history, margins compressed to 4.6%, but robotaxi, Optimus, and Energy Storage create massive optionality. Full analysis on Edgen.

Tesla Stock Analysis: Margins Compress as Robotaxi and Energy Optionality Grow | Edgen

The global electric vehicle industry entered 2026 in a fundamentally different competitive posture than the supply-constrained environment that defined Tesla ($TSLA)'s peak margin years of 2021-2022. Global EV penetration has crossed the 25% threshold in key markets including China and Western Europe, transitioning the sector from early adopter growth to mass-market competition where price, distribution density, and incremental feature differentiation determine market share. China, the world's largest EV market representing over 60% of global battery electric vehicle sales, has become a bloodbath for margins as dozens of domestic manufacturers — led by BYD, which surpassed Tesla in global EV deliveries in 2025 — compete on price, range, and technology refresh cadence. The macroeconomic backdrop adds complexity. Interest rates, while trending lower from their 2024 peaks, remain elevated relative to the near-zero environment that turbocharged EV demand in 2020-2021. Vehicle affordability

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Apr 30 2026

Marvell rated Buy with $170 PT (~28% upside). Data Center 74% of revenue, custom silicon for Google/Amazon/Microsoft. FY2026 rev $8.2B (+22%). Full analysis on Edgen.

Marvell Stock Analysis: The Custom Silicon Kingmaker Riding the AI Infrastructure Wave | Edgen

The AI infrastructure buildout entering 2026 has evolved beyond a simple GPU procurement cycle into a multi-layered silicon ecosystem where custom chips, high-speed networking, and storage interconnects are equally critical bottlenecks. Hyperscale cloud providers — Alphabet, Amazon, Microsoft, and Meta — collectively guided to over $250 billion in combined capital expenditure for calendar 2026, with the majority directed toward AI-related infrastructure. This spending is no longer concentrated solely on general-purpose AI accelerators from NVIDIA ($NVDA). Increasingly, hyperscalers are investing in proprietary silicon — Google's TPU, Amazon's Trainium and Inferentia, Microsoft's Maia — designed for their specific workloads, cost structures, and software stacks. This is where Marvell occupies a uniquely advantaged position. Unlike Broadcom ($AVGO), which competes across a broader portfolio including enterprise software (VMware), Marvell has concentrated its strategic resources on being

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Apr 30 2026

GE Aerospace rated Buy with $340 PT. $190B backlog, FCF $7.7B, LEAP engine ramp, 26.6% CES margin. Full analysis on Edgen.

GE Aerospace Stock Analysis: FLIGHT DECK Drives the Ascent | Edgen

The global aerospace and defense sector enters mid-2026 at a structural inflection rarely seen in peacetime. Commercial aviation traffic has fully recovered to pre-pandemic levels, and both Boeing ($BA) and Airbus are working through record order backlogs that stretch delivery schedules to the end of the decade. The International Air Transport Association (IATA) projects global passenger traffic growth of 4–5% annually through 2030, driven by emerging market middle-class expansion and fleet modernization requirements. Simultaneously, NATO defense spending commitments — now targeting 2.5% of GDP across the alliance — have created a parallel demand tailwind for military propulsion and advanced combat engine programs. For GE Aerospace, this dual-engine macro environment is structurally favorable. The company's Commercial Engines & Services (CES) segment benefits directly from both new aircraft deliveries and the aftermarket services revenue that accelerates as the installed base of LE

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Apr 30 2026

AMD rated Buy with $310 PT. TSMC blowout validates AI demand. Data Center +60% CAGR, MI400 incoming, server CPU share 36%. Full analysis on Edgen.

AMD Stock Analysis: TSMC's AI Blowout Validates the Bull Case | Edgen

The semiconductor industry entered 2026 navigating a complex cross-current of surging AI infrastructure demand and lingering geopolitical friction around China export controls. On April 17, Taiwan Semiconductor ($TSM) reported Q1 2026 revenue of $35.9 billion, representing 35% year-over-year growth that significantly exceeded consensus expectations. More telling than the headline figure was the composition: high-performance computing — the segment encompassing AI accelerators, server CPUs, and 5G infrastructure — accounted for 61% of total revenue, up from approximately 52% in the year-ago quarter. TSMC's gross margin of 66.2% and operating margin of 58.1% underscored that this AI-driven demand is not just voluminous but structurally higher-margin. The company guided Q2 revenue to $39–40.2 billion, implying a further 10% sequential acceleration. For AMD, TSMC's results function as an independent demand signal. AMD is a fabless semiconductor company — it designs chips but outsources man

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Apr 30 2026

Alcoa rated Buy with $95 PT. FY2025 rev $12.83B, ELYSIS carbon-free tech, Alumina Ltd acquisition. Aluminum demand from EVs and decarbonization. Full analysis on Edgen.

Alcoa Stock Analysis: The Green Aluminum Revolution | Edgen

The global aluminum market is entering a period of structural tightness that commodity investors have not witnessed in over a decade. On the demand side, the accelerating transition to electric vehicles is driving unprecedented appetite for lightweight aluminum in battery enclosures, body panels, and structural components. Each battery electric vehicle contains roughly 250 kilograms of aluminum, approximately 60 percent more than a comparable internal combustion engine vehicle. Simultaneously, renewable energy infrastructure buildouts — from solar panel frames to wind turbine housings — are creating durable, non-cyclical demand streams that overlay the traditional construction and packaging end markets. On the supply side, the policy landscape is tilting decisively in favor of Western producers. The United States maintains a 10 percent tariff on aluminum imports, with Section 232 duties providing a protective umbrella for domestic smelters. Perhaps more consequential is the European Un

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Apr 30 2026

Boeing rated Speculative Buy with $260 PT (~25% upside). $682B backlog, FCF turns positive at $4.1B, 737 ramping to 42/month. High debt at $54.1B. Full turnaround analysis on Edgen.

Boeing Stock Analysis: Ortberg's Turnaround Bets $682B Backlog Against $54B Debt | Edgen

The global commercial aviation market enters mid-2026 in a state of structural undersupply that directly benefits Boeing despite its well-documented operational challenges. Global passenger traffic has recovered to pre-pandemic levels and continues growing at 4-5% annually, driven by emerging market expansion — particularly in India, Southeast Asia, and the Middle East — while the global commercial fleet faces a demographic cliff: thousands of aging 737NG and A320ceo aircraft must be replaced over the next decade to meet fuel efficiency mandates and airline fleet modernization plans. This supply-demand imbalance is reflected in the order books. Boeing ($BA) and Airbus collectively hold backlogs exceeding $1.2 trillion, with delivery schedules stretching beyond 2035. Airlines cannot simply switch orders between manufacturers — engine selections, pilot training programs, and maintenance infrastructure create deep switching costs that lock customers into platform families. For Boeing, thi

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Apr 30 2026

Lido controls 23% of Ethereum staking with $19.4B TVL. Pectra upgrade, token buyback, and institutional wave create a catalyst-rich setup. Spec Buy at $0.65 PT.

Lido (LDO): Ethereum's Liquid Staking Giant After the Pectra Upgrade

Lido is the protocol that solved Ethereum's most fundamental participation problem. When Ethereum transitioned from proof-of-work to proof-of-stake in September 2022, staking ETH required a minimum of 32 ETH (worth roughly $50,000-$75,000 at the time) and locked tokens indefinitely until withdrawals were enabled. Lido allowed anyone to stake any amount of ETH and receive stETH — a liquid receipt token that could be used across DeFi while still earning the approximately 3-3.5% annual staking yield. This simple innovation unlocked hundreds of billions of dollars in capital that would otherwise have sat idle or been excluded from Ethereum's security model entirely. The protocol operates through a curated set of professional node operators who run validators on behalf of depositors. Lido takes a 10% fee on staking rewards — 5% to node operators and 5% to the DAO treasury — a cost structure that is competitive with centralized alternatives like Coinbase's cbETH. What separates Lido from eve

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Apr 27 2026

HYPE rated Buy with $55 PT (~33% upside). On-chain order book with CEX speed, 97% fee buyback, Bitwise ETF filing. Full DEX analysis on Edgen.

Hyperliquid (HYPE): The DEX That's Eating Centralized Exchanges | Edgen

Hyperliquid represents a fundamental architectural departure from every decentralized exchange that preceded it. Where Uniswap and its automated market maker descendants rely on liquidity pools and mathematical bonding curves to facilitate trades, and where first-generation perpetual futures DEXs like dYdX initially operated on Ethereum with off-chain order matching, Hyperliquid built an entirely new Layer 1 blockchain optimized for a single purpose: running a fully on-chain order book with the speed and depth of a centralized exchange. The technical achievement is significant. Traditional on-chain order books have been impractical because every order placement, cancellation, and modification requires a blockchain transaction, and most blockchains cannot process these transactions fast enough to support the continuous price discovery that professional traders demand. Hyperliquid solved this by building a custom consensus mechanism and execution environment that processes order book ope

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Apr 27 2026

Meta reports Q1 2026 earnings April 29. AI ad targeting drives 20%+ growth at 50% margins. Reality Labs burns $19B. Buy rating, $780 target. Full analysis inside.

Meta Q1 Earnings Preview: AI Ads, Reality Labs, and the $1.7T Bet

Consensus estimates for Meta's Q1 2026 earnings, reporting Wednesday April 29 after market close, point to continued strength in the core advertising business with ongoing scrutiny of Reality Labs spending. Wall Street expects revenue of approximately $52 to $54 billion for the quarter, representing roughly 18% to 22% year-over-year growth. The adjusted earnings per share consensus sits near $8.80 to $9.20, building on the Q4 FY2025 result of $8.48 that beat estimates by 4.8%. Operating margins for Family of Apps are expected to remain near 50%, demonstrating the extraordinary profitability of Meta's advertising engine even as the company invests heavily in AI infrastructure. The key metrics to watch beyond the headline numbers include daily active people across the Family of Apps (which crossed 3.3 billion in Q4), average revenue per person (which has room to grow particularly outside North America), and Reality Labs operating losses (which ran at approximately $4.5 to $5 billion per

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Apr 27 2026

Microsoft MSFT Q3 FY2026 earnings preview: Azure AI at 29% growth, Copilot 15M seats, $71.9B revenue expected. Buy rating, $490 target. Full analysis inside.

Microsoft Q3 Earnings Preview: Azure AI, Copilot, and $3T Ambitions

Microsoft earnings on April 29 will set the tone for the second half of Big Tech's reporting season. Consensus estimates project revenue of approximately $71.9 billion, representing 15% year-over-year growth, with non-GAAP earnings per share of roughly $16.92. These figures embed expectations for continued acceleration in Azure and Copilot monetization, partially offset by more modest growth in the More Personal Computing segment. The three reporting segments break down as follows. Intelligent Cloud, anchored by Azure, is expected to deliver approximately $32 billion in revenue, up from $26.7 billion in the year-ago quarter. Productivity and Business Processes, which houses Office 365, LinkedIn, and Dynamics 365, is projected at roughly $25.3 billion. More Personal Computing, comprising Windows, Xbox and Activision Blizzard content, Surface, and Search, is expected at approximately $14.6 billion. The market's attention will be laser-focused on Azure's growth rate. A print above 30% yea

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Apr 27 2026