『Edge Capital Insights』のカバーアート

Edge Capital Insights

Edge Capital Insights

著者： Sloane
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Edge Capital Insights cuts through the noise of financial media to deliver sharp, skeptical analysis at the intersection of technology and capital markets. Every episode, host Sloane breaks down the macro forces, corporate strategies, and market dynamics that serious investors need to understand — before the crowd catches on. No hype. No filler. Just intelligence.© 2026 Edge Capital Insights. All rights reserved. 個人ファイナンス 経済学
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  • The Stargate Mirage: $500B Pledge or the Grandest Press Release Ever?

    The Stargate Mirage: $500B Pledge or the Grandest Press Release Ever?
    2026/05/10
    The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We examine what's real capital deployment versus po
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    13 分
  • The GPU Watching Business Just Became Real. Wall Street Priced Five Years Overnight.

    The GPU Watching Business Just Became Real. Wall Street Priced Five Years Overnight.
    2026/05/09
    Datadog's 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training grids prove observability isn't theoretical any
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    15 分
  • The 0.7% Problem: GameStop’s eBay Bid Exposes Crypto M&A’s Fatal Flaw

    The 0.7% Problem: GameStop’s eBay Bid Exposes Crypto M&A’s Fatal Flaw
    2026/05/05
    GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo
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    16 分
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