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The death of cyclicality and rise of humanoids: what Micron's ($MU) earnings tell us about memory
Micron just transformed into an infrastructure monopoly, funded by its own desperate customers and ready to power the physical AI revolution.
Jun 25
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Edge Of Power
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1
Photonics boom cools, but Applied Optoelectronics' (AAOI) upside remains intact
Management promises monthly revenue that exceeds current quarterly totals. Can the company capture market share from Lumentum and Coherent?
Jun 22
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Edge Of Power
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1
The price you pay the market: why you can’t profit without losses
You will never make money in the market if you aren’t ready to lose. Perfect trading doesn’t exist. Read until the end if you don’t want to miss the…
Jun 18
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Edge Of Power
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2
Harmonic Drive (HDSI): Humanoid Gamble. Is it too late to buy?
The stock is up 78% YTD: why humanoids ignited heavy machinery and where the moat lies.
Jun 15
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Edge Of Power
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Oracle delivers another strong earnings report and kills software subscription model
The Q4 report confirmed massive demand for compute. Larry Ellison also wants to revolutionize healthcare management.
Jun 10
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Edge Of Power
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5
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Hyliion ($HYLN) going the SpaceX route: Can a Pentagon pipeline unlock the commercial market?
Is a 300% surge justified, and should you invest in Hyliion right now?
Jun 8
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Edge Of Power
6
2
NVIDIA’s Robotics Push: The Stocks Worth Buying Right Now
The robotics market is set to hit $200B in the coming years. Here is where to find the future multibaggers right now.
Jun 4
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Edge Of Power
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Will Doosan Robotics Do to the Sector What NVIDIA Did to AI?
A surging stock price leaves investors with a critical question: wait for a pullback or start building a position?
Jun 1
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Edge Of Power
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May 2026
The Ego Trap: Why Cutting a Loss Isn’t About Money. What Micron, Adobe and Nike can teach us
Pulling the Trigger: The Ultimate Toolkit for Cutting Busted Themes
May 27
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Edge Of Power
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1
Beyond the Surge: Why Hyundai Remains the Smartest Entry into Robotics
Hyundai must do with Boston Dynamics exactly what it has already done with cars - radically drive down the price.
May 25
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Edge Of Power
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2
Why NVIDIA’s Post-Earnings Flatline Signals a Major Buying Opportunity
How NVIDIA builds its own cloud, strips market share from AMD and Intel, and launches its robotics monetization engine
May 21
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Edge Of Power
9
2
FuelCell Energy (FCEL) Is Surfing a Data Center Wave It’s Not Actually On
Actual data center revenue must replace commercial proposals. A paper pipeline and declining R&D spend won't be enough to sustain investor interest.
May 18
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Edge Of Power
7
1
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