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Edgen, a market intelligence platform for equities and digital assets, and TokenPost, South Korea’s leading blockchain and digital asset media platform, with over 5 million readers monthly and official news partner of Naver, announced an exclusive distribution partnership in South Korea.

Edgen and TokenPost Join Forces to Bring Personalized Market Intelligence to South Korea

Edgen and TokenPost Join Forces to Bring Personalized Market Intelligence to South Korea 10 November 2025－ Edgen, a market intelligence platform for equities and digital assets, and TokenPost, South Korea’s leading blockchain and digital asset media platform, with over 5 million readers monthly and official news partner of Naver, announced an exclusive distribution partnership in South Korea. Tokenpost will become Edgen’s exclusive distributor in South Korea, accelerating access to Edgen’s real-time, AI-driven investment analytics across both traditional equities and digital assets to Korean users and investors through localized Korean content, payment integration, and tailored market experiences. As part of the partnership, all Tokenpost users will receive one month of free access to Edgen’s Pro Tier, unlocking advanced multi-agent analytics, real-time alerts, and personalized market feeds. The partnership will also streamline onboarding and ensure a frictionless experience for Korean

Build AI-powered portfolio lists that think with you: mix stocks and crypto, get continuous ratings and explanations, and act faster with Edgen’s multi-agent guidance.

Portfolios: A Smarter Way to Monitor Your Assets

Markets generate more information than any investor can process. Every price move, earnings update, and on-chain data adds noise to an already saturated feed. The solution used to be traditional stock or token watchlists. They show prices and tickers. But they reveal little about what those numbers mean, and what actions to take. Today, Edgen introduces Portfolios: a portfolio-native assistant that applies multi-agent reasoning to the assets on the lists you build. Each list can contain either stocks, tokens, or stocks and tokens at the same time, because narratives and shocks move across both. Tracking is easy. Understanding is harder.

Unify stocks and crypto in one AI-powered decision layer, built to deliver institutional-grade analysis with speed and scale.

Edgen Litepaper: One Intelligence Layer for Stock & Crypto Markets

"There's always been this position that the little guy has no chance against the big guy in the market. I think they can do the job though, and they can do very well. But they have to do certain things." Peter Lynch Markets used to be divided. Institutions had analysts, models, and expensive terminals. But independent traders only had fragments, usually delayed, unstructured, scattered across sources. Markets sprint, retail investors crawl, and scrolling more and more tabs can’t keep up. Today, markets move faster than both groups can process. Institutions drown in data despite expensive tools. Retail traders juggle 30+ tabs and apps, yet still miss the signal. No human can master 21st-century markets.

Market Analysis

Arista Networks has cemented its position as a transformative leader in networking, successfully shifting the industry toward software-driven, cloud-native solutions. The company's Extensible Operating System (EOS) underpins its high-performance Ethernet switches and routers, enabling unparalleled agility and automation for data centers, cloud environments, and enterprise networks.

Arista Networks 2026 Q1 outlook : Architecting the Future of AI

Arista Networks has cemented its position as a transformative leader in networking, successfully shifting the industry toward software-driven, cloud-native solutions. The company's Extensible Operating System (EOS) underpins its high-performance Ethernet switches and routers, enabling unparalleled agility and automation for data centers, cloud environments, and enterprise networks. Arista Networks, Inc. (NYSE: ANET) is a pivotal force in modern networking, leading the shift from traditional, hardware-centric infrastructure to software-driven, cloud-native networking solutions. Headquartered in Santa Clara, California, Arista designs and sells a portfolio of high-performance Ethernet switches, routers, and associated software. These products form the backbone for demanding environments such as data centers, cloud environments, high-performance computing (HPC) clusters, and increasingly, enterprise campus networks. Arista’s core mission is to provide customers with exceptional availabili

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Apr 02 2026

Corning 2026 Q1 outlook: The AI Infrastructure Linchpin

Corning (GLW) presents a premier investment opportunity, strategically positioned as an indispensable enabler of the AI infrastructure boom and next-generation technologies. The company's record financial performance in 2025, including $16.4 billion in core sales and 20.2% core operating margin (achieved a year early), underscores its robust growth trajectory. A positively skewed risk/reward profile with significant upside potential is driven by its wide competitive moat and accelerating demand for its advanced materials. Corning Incorporated is a 175-year-old materials science innovator that has successfully pivoted into a technology, media, and telecommunications (TMT) growth leader. Its mission is to leverage unparalleled expertise in glass science, ceramic science, and optical physics to create category-defining products. The company’s ambitious "Springboard" growth plan, targeting an incremental $11 billion in annualized sales by 2028, provides a clear framework for its strategic

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Apr 02 2026

Lam Research is a leader in the semiconductor equipment industry, pioneering the AI era. The company holds a dominant market share in critical etch and deposition technologies essential for advanced semiconductor manufacturing, which is at the core of the AI revolution. Leveraging these key technologies, Lam Research has achieved record-setting financial performance with strong revenue growth, industry-leading profitability, and robust free cash flow.

Lam Research 2026 Q1 outlook: Etching the Future of AI

Lam Research is a leader in the semiconductor equipment industry, pioneering the AI era. The company holds a dominant market share in critical etch and deposition technologies essential for advanced semiconductor manufacturing, which is at the core of the AI revolution. Leveraging these key technologies, Lam Research has achieved record-setting financial performance with strong revenue growth, industry-leading profitability, and robust free cash flow. Lam Research stands as an indispensable partner in the advanced semiconductor ecosystem. The company's mission is to empower the industry's most significant technology inflections through its leadership in wafer fabrication equipment. Its powerful business model combines the sale of high-value, cutting-edge equipment systems with a large and growing high-margin recurring revenue stream from its comprehensive customer support business, creating a resilient and profitable operational structure. Lam Research’s operations are strategically or

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Apr 02 2026

Modine is executing a strategic transformation from a cyclical industrial manufacturer to a high-growth technology infrastructure supplier, driven by explosive demand in the AI data center market. This pivot has fueled exceptional revenue growth and stock performance, but also introduces a premium valuation, significant execution risks, and conflicting sentiment signals from heavy insider selling.

Modine 2026 Q1 outlook : Engineering a Profitable Future

Modine is executing a strategic transformation from a cyclical industrial manufacturer to a high-growth technology infrastructure supplier, driven by explosive demand in the AI data center market. This pivot has fueled exceptional revenue growth and stock performance, but also introduces a premium valuation, significant execution risks, and conflicting sentiment signals from heavy insider selling. Modine Manufacturing is a premier global leader in engineering mission-critical thermal management solutions. With a rich history of innovation, the company's core mission is to "Engineer a Cleaner, Healthier World" by delivering highly advanced systems that dramatically improve energy efficiency and support global sustainability goals. The company's business is strategically focused on two dynamic segments: Segment FY2025 Sales

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Apr 02 2026

PLTR rated Hold at $165 target. Revenue $4.5B (+56% YoY) with AIP driving 137% U.S. commercial growth. Premium valuation limits near-term upside. Read the full analysis on Edgen.

PLTR Stock Analysis: AIP Is Turning Palantir Into a Software Monopoly

The global enterprise AI market has entered a phase of structural acceleration that is reshaping how institutions allocate technology budgets. Market research estimates place the Enterprise AI market at over $100 billion in 2025, with projections suggesting 30% to 40% compound annual growth through 2030. This is not incremental growth layered onto existing IT budgets; it represents a fundamental reordering of enterprise technology priorities, where AI-native platforms are displacing legacy analytics stacks, custom data warehouses, and fragmented point solutions that defined the prior decade of digital transformation. What makes this moment distinct is the collision of two forces. First, generative AI and large language models have created genuine urgency among enterprise buyers who spent 2023 and 2024 experimenting with pilots but are now demanding production-ready deployment infrastructure. Second, geopolitical tensions and the formalization of AI as a defense priority have created a

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Apr 02 2026

MYR Group Inc. (MYRG) is a holding company specializing in electrical construction services, primarily serving the electric utility infrastructure, commercial, and industrial construction markets. Headquartered in Thornton, Colorado, the company operates across the United States and western Canada.

MYRG 2026 Q1 outlook: Electrifying America's Future

MYR Group Inc. (MYRG) is a holding company specializing in electrical construction services, primarily serving the electric utility infrastructure, commercial, and industrial construction markets. Headquartered in Thornton, Colorado, the company operates across the United States and western Canada. MYR Group (MYRG) stands as a leading specialty electrical construction firm, driving the vital modernization of North America's power grid and the build-out of its digital infrastructure. With a proud legacy tracing back to 1891, the company has evolved into an indispensable partner for utilities, developers, and commercial clients across the United States and Canada. Its business model is engineered for resilience and growth, combining the stable, recurring revenue from its utility services with the high-growth potential of its commercial and industrial projects. MYRG operates through two synergistic and highly effective business segments that are capturing growth from every angle of the el

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Apr 02 2026

Halliburton Company(HAL) is a global energy services leader poised for significant growth, driven by its strategic focus on high-margin international markets and technological innovation. The company's robust financial health, demonstrated by strong free cash flow generation and disciplined capital allocation, underpins its resilience and capacity for shareholder returns. With key catalysts like its re-entry into Venezuela and ongoing digital transformation, Halliburton is exceptionally positioned to capitalize on durable global energy demand and deliver substantial long-term value.

Halliburton 2026 Q1 Outlook: Unlocking Global Energy

Halliburton Company(HAL) is a global energy services leader poised for significant growth, driven by its strategic focus on high-margin international markets and technological innovation. The company's robust financial health, demonstrated by strong free cash flow generation and disciplined capital allocation, underpins its resilience and capacity for shareholder returns. With key catalysts like its re-entry into Venezuela and ongoing digital transformation, Halliburton is exceptionally positioned to capitalize on durable global energy demand and deliver substantial long-term value. Halliburton stands as a global titan in the energy industry, with a century-long legacy of engineering solutions that maximize the value of energy assets for its customers. The company’s mission is fulfilled through a comprehensive portfolio of technologies and services deployed across the entire reservoir lifecycle. Its operations are expertly managed through two synergistic and highly profitable business

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Apr 02 2026

OKLO vs SMR vs NNE Nuclear Microreactor Competitive Analysis, March 16, 2026 · Comparison Report · Edgen Research

OKLO vs SMR vs NNE Nuclear Microreactor Competitive Analysis

EDGEN · ADVANCED NUCLEAR March 16, 2026 · Comparison Report OKLO SMR (NuScale) NNE (Nano Nuclear)

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Apr 02 2026

Tesla vs BYD - The EV Throne: Who Leads the Global Electric Vehicle Race?

Tesla vs BYD - The EV Throne: Who Leads the Global Electric Vehicle Race?

EDGEN · GLOBAL EV SECTOR March 17 2026 · Comparison Report v1 · Edgen Research TSLA (Tesla Inc.) BYDDY (BYD Co. ADR) Rating: HOLD

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Apr 02 2026

Rocket Companies and UWM Holdings are the two undisputed titans of the U.S. mortgage origination market — but they are running fundamentally different races. RKT has spent the last 18 months making $16 billion in acquisitions (Redfin + Mr. Cooper) to construct a vertically integrated homeownership ecosystem designed to be resilient across rate cycles. UWMC has stayed laser-focused on dominating the independent broker channel with aggressive pricing, proprietary AI tools, and its controversial "All-In" lock-in strategy.

RKT vs. UWMC: The Flywheel vs. The Pipeline, Rocket Takes the Long Game

EDGEN RESEARCH · COMPETITOR ANALYSIS RKT: BUY | PT $22.00 | +51% Upside · UWMC: HOLD | PT $6.00 | +24% Upside RKT UWMC Rating

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Apr 02 2026

NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen

NVDA Stock Analysis: Blackwell Powers a $216B Year, But Is Perfection Priced In?

The artificial intelligence infrastructure build-out has entered its most capital-intensive phase to date. Global AI chip spending is projected to reach $154.9 billion between 2025 and 2030, according to Technavio, while Broadcom's CEO has forecast the total addressable market for AI accelerators alone could reach $1 trillion by 2030. Hyperscaler capital expenditures are projected to exceed $500 billion in calendar 2026, a figure that continues to be revised upward. This is not a speculative forecast but a reflection of binding purchase commitments already visible in NVIDIA's own disclosures, where supply-related purchase commitments surged to $50.3 billion as of October 2025, with substantially all payable through fiscal year 2027. The macro environment remains broadly supportive of continued AI investment, though not without new complexities. The emergence of "Sovereign AI" has transformed from a concept into a material demand vector, with nations like Canada, France, Singapore, and

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Apr 02 2026

Lumentum has transformed into a primary AI infrastructure enabler with explosive 65.5% revenue growth, validated by a $2B NVIDIA strategic investment and imminent S&P 500 inclusion — but the 84x forward P/E prices in perfection

LITE Stock Analysis: NVIDIA-Backed Optical Leader at a Crossroads | Edgen

David Hartley · March 18, 2026 · tech-ai / semiconductors · HOLD $633 The artificial intelligence revolution has created an infrastructure problem that silicon alone cannot solve. Every large language model training run, every inference cluster, every hyperscale data center expansion demands exponentially more bandwidth between chips, between racks, and between facilities. AI-optimized data centers require roughly ten times more optical interconnects than their traditional counterparts, and the industry is struggling to keep pace. The Cloud and Networking total addressable market stood at approximately $20.25 billion in 2025 and is projected to reach $28.65 billion by 2030, representing a 7.19% compound annual growth rate. Meanwhile, the 5G optical transceiver market tells an even more aggressive story, growing from $2.35 billion to an estimated $10.41 billion by 2031 at a 28.1% CAGR, as telecom operators upgrade backhaul and fronthaul networks to handle surging data traffic. The suppl

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Apr 02 2026

Coherent Corp. has transformed from a diversified industrial supplier into a high-growth AI infrastructure leader, with its Datacenter & Communications segment now driving 72% of revenue at 34% YoY growth

COHR Stock Analysis: The AI Optical Supercycle Is Just Getting Started | Edgen

David Hartley · March 18, 2026 · tech-ai / semiconductors · BUY $304 The global AI infrastructure buildout has entered a phase that is difficult to overstate. Microsoft has committed approximately $80 billion in calendar 2025 datacenter capital expenditure, Google has earmarked $75 billion, and Amazon is spending roughly $65 billion, with each company signaling sustained or accelerating budgets into 2027. This torrent of hyperscaler spending is not speculative; it is driven by enterprise demand for large language model inference, retrieval-augmented generation workloads, and multi-modal AI services that require exponentially more interconnect bandwidth between GPUs, switches, and storage tiers. The optical transceiver sits at the heart of this buildout. The datacenter optical components market, valued at approximately $14.2 billion in 2025, is projected to reach $37 billion by 2031, implying a 14.2% compound annual growth rate that may prove conservative if 1.6-terabit adoption acceler

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Apr 02 2026

This report provides a comprehensive analysis of the Irys project, a foundational Layer-1 protocol poised to redefine the intersection of on-chain data and computation.

Irys Path to a Programmable Future: A New Data Economy

Executive Summary: This report provides a comprehensive analysis of the Irys project, a foundational Layer-1 protocol poised to redefine the intersection of on-chain data and computation. The analysis emphasizes the project's remarkable foundational strength, compelling vision, and significant market opportunities. Irys is a foundational Layer-1 protocol designed to solve a critical and growing bottleneck in the Web3 and AI sectors: the architectural fragmentation between on-chain data storage and data computation. The project’s core insight is that existing solutions—whether they are general-purpose blockchains or first-generation decentralized storage networks—treat data as a static, passive archive, isolated from on-chain logic. Irys's mission is to change this by creating the world's first "programmable datachain," a vertically integrated L1 that natively combines scalable, permanent data storage with an EVM-compatible execution layer, the IrysVM. This unique architecture

Edgen x Pudgy Penguins - Intelligence, with Culture 🐧 (Phase 1)

Markets are serious business. So are penguins. But sometimes, the smartest move is to bring both together. For two weeks (November 14 - 26) and in two phases, Edgen is teaming with Pudgy Penguins, the most heart-driven brand in Web3, to reward the community that has been teaching the world how to stay cool through every cycle. Pudgy built a culture that is alive, with the rare sense that community still means something on the internet, with on-chain and offline collectibles. Edgen was built to make sense of what’s happening out there: the data, the flows, the signals behind markets (yes, including the ones with penguins in them).

This week, Edgen is bringing the power of market intelligence to the market liquidity on Aerodrome, rewarding the traders, builders, and thinkers who make capital flow.

Unlocking Market Intelligence for $AERO Holders

Unlocking Market Intelligence for $AERO Holders This week, Edgen is bringing the power of market intelligence to the market liquidity on Aerodrome, rewarding the traders, builders, and thinkers who make capital flow. On Aerodrome, liquidity never sleeps. It flows, votes, earns, and evolves, shaping how capital circulates across the Base ecosystem. Edgen was built to help those who move that capital think at AI speed. Our multi-agent army interprets what liquidity means, how tokens behave, where capital rotates, which themes emerge before they trend. Now, we’re bringing both together, so every $AERO holder can experience market intelligence in motion and obtain actionable insights for optimized liquidity provision.

[Important Update] Apple Login Improvement Coming November 3rd

[Important Update] Apple Login Improvement Coming November 3rd

[Important Update] Apple Login Improvement Coming November 3rd gledgen. We’re improving how you log in to Edgen. Most users won’t need to do anything, however, if you signed up using your Apple ID, please read this carefully: your account will reset on Monday, November 3 and you’ll need to sign up again. Don’t worry though: your data and Aura are safe, and we’ve already prepared a simple backup process to keep everything intact and restored.

Use Edgen’s advanced analytics, real-time reports, and blockchain intelligence to make informed, confident crypto investment decisions.

The Ultimate Tool for Smarter Crypto Investments

SEO Title: Achieve Smarter Crypto Investments with EdgenDescription: Use Edgen’s advanced analytics, real-time reports, and blockchain intelligence to make informed, confident crypto investment decisions.Tag Keywords: Edgen, crypto investments, advanced analytics, investment decisions, market intelligence, blockchain analytics, predictive models, portfolio insights Success in crypto now depends on precision, not instinct. The volatility of digital markets demands decisions powered by data, analytics, and AI-driven interpretation. Edgen AI unifies blockchain transparency, market intelligence, and machine learning into one adaptive ecosystem. It gives investors the ability to understand market movements as they happen and to anticipate shifts before they occur. Through integrated tools such as 360° Report, Technical Signals, and Pivot Alert, Edgen turns raw data into actionable clarity, offering investors the confidence to move decisively. Most investors still rely on lagging indicators,

Gain an advantage in crypto trading with Edgen AI. Track blockchain activity, social sentiment, and market signals in real time to stay ahead of every move.

How AI Transforms Crypto Trading with Real-Time Insights

SEO Title: Transform Your Crypto Trading with Edgen’s Real-Time InsightsDescription: Gain an advantage in crypto trading with Edgen AI. Track blockchain activity, social sentiment, and market signals in real time to stay ahead of every move.Tag Keywords: Edgen, crypto trading, real-time insights, blockchain monitoring, social sentiment analysis, on-chain intelligence, AI investing, predictive analytics, market intelligence In the crypto market, every decision depends on timing and data quality. Traditional tools rely on lagging indicators, leaving traders a step behind.Edgen changes that dynamic by delivering live insights drawn from blockchain transactions, sentiment trends, and exchange activity. Its models interpret information as it happens, allowing traders to anticipate volatility and identify opportunity with speed and precision. Powered by machine learning, natural language processing, and multi-agent analytics, Edgen reshapes how market data becomes strategy. Edgen AI integrat

Learn how Edgen AI combines on-chain analytics, predictive signals, and portfolio intelligence to help crypto investors make faster, data-driven decisions.

How to Use AI for Smarter Crypto Investments

∙ SEO 标题：How to Use Edgen AI for Smarter Crypto Investments ∙ 描述：Learn how Edgen AI combines on-chain analytics, predictive signals, and portfolio intelligence to help crypto investors make faster, data-driven decisions. ∙ 标签关键词：Edgen AI, crypto investing, blockchain analytics, AI investment co-pilot, on-chain intelligence, predictive signals, portfolio optimization, alpha discovery, market forecasting Success in crypto depends on timing, data, and clarity. Prices shift in seconds, sentiment turns overnight, and opportunities vanish as fast as they appear. The investors who stay ahead are those who understand before the market reacts. Edgen was built for that purpose. It unifies AI analytics, blockchain data, and social intelligence into one adaptive system. Through agents such as Technical Signals, Pre-TGE Detector, and Trading Mindshare, it transforms market noise into structured insight.

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