Content
Ne değişti
Ne değişmedi
Neden şimdi
Ed için sırada ne var
Ed'le tanış

Markets Confusing? Ask Edgen Search.

Instant answers, zero BS, and trading decisions your future self will thank you for.

Try Search Now

Ed by Edgen Geliyor—Money Person'ın, Nihayet

Edgen
· Apr 30 2026
Ed by Edgen Geliyor—Money Person'ın, Nihayet

Edgen, Ed by Edgen oluyor.

Yeni isim. Yeni görünüm. Aynı Ed — portföyünü izleyen, hedeflerini hatırlayan ve sana yalnızca önemli olanı söyleyen AI yatırım yoldaşın.

Bu bir yön değişikliği değil. Bir keskinleşme. Ed, hiç sahip olmadığın "para işlerini bilen kişi" olmak için yaratıldı. Artık marka da bunu söylüyor.

Ne değişti

İsim. Edgen şirketti. Ed ise konuştuğun kişi. Ed yüz oldu çünkü zaten ilişki kurduğun o. "Ed by Edgen" insanı öne, şirketi arkaya koyar — olması gerektiği gibi.

Görünüm. Ed'in yeni evi sıcak beyaz ve koyu yeşil — sakin, saldırgan değil. Yatırım zaten yeterince stresli. Uygulaman buna eklememeli.

Ses. "AI Copilot for Crypto & Stock Investors" gitti. Ed artık "Your Money Person" — çünkü hayatında eksik olan tam da buydu. Bir araç daha değil. Bir gösterge paneli daha değil. Sana dikkat eden bir kişi.

Ne değişmedi

Ed seni hâlâ biliyor. Konuşma geçmişin, portföy bağlamın, yatırım tarzın — hepsi yerinde. Hiçbir şey sıfırlanmıyor.

Ed hâlâ her şeyi gösteriyor. 2025'ten bu yana her seçim — kazançlar ve kayıplar — hâlâ herkese açık olarak izleniyor. Şeffaflık bir marka kararı değil. Ürün kararı.

Ed hâlâ asla al, sat ya da tut demiyor. Karar hâlâ senin. Her zaman.

Hesabın, verin, planın — hepsi aynı. Pro ve Expert üyeler mevcut planlarını ve fiyatlarını koruyor. Senin tarafında hiçbir şey değişmiyor.

Neden şimdi

Edgen 2025'te yayına girdiğinde ekip teknolojiyle öne çıktı: AI analizi, veri kapsamı, hisse skorlaması. Ürün iyiydi. Hikâye doğru değildi.

Kullanıcılar Edgen'i teknoloji yüzünden sevmedi. Ed'i sevdiler — sabah 6'da portföyünü okuyup sen uygulamayı açmadan özetini hazır eden o. Üç hafta önce TSLA'yı sorduğunu hatırlayıp bilanço çıktığında konuyu açan o. Ortada bir şey yokken sessiz kalan o.

Ed hep üründü. Sadece marka geride kalmıştı. Artık değil.

Ed için sırada ne var

Rebrand bir başlangıç. Yola çıkan şeyler:

  • Portföyüne göre filtrelenmiş haberler — bilanço sürprizleri, analist yükseltmeleri, makro kaymalar, hepsi senin pozisyonlarına olan alaka düzeyine göre sıralı
  • Daha derin 360° araştırma — ABD hisseleri, HK hisseleri ve kripto kapsamı genişledi, koşullar değiştiğinde tam tez güncellemesiyle
  • Ed'in performans kaydı, canlı güncellenir — her yeni seçim, yayınlandığı an herkese açık performans kaydına eklenir

Her güncellemenin detayları sırası geldiğinde paylaşılacak. Şimdilik temel burada: Ed senin money person'ın, ve marka nihayet bunu söylüyor.

Ed'le tanış

Zaten Ed kullanıyorsan — eve hoş geldin. Her şey aynı şekilde çalışıyor, sadece daha güzel görünüyor.

Yeniysen — daha iyi bir zaman olmamıştı. Ed başlamak için ücretsiz. Daha fazlasına hazır olduğunda Pro $199.99/year.

Ed'le tanış → | Ed'in performans kaydını gör →

Recommend
SpaceX opens Thursday at a $1.77 trillion valuation — the largest IPO ever. Only 4.2% of stock actually trades. Musk is locked up for 366 days. The next 366 days run on an unusually clean calendar of supply releases. Here are the 13 dates worth watching.

SpaceX goes public Thursday with a possible $5 trillion hit. Here's the calendar that actually matters.

SpaceX prices Wednesday night and opens Thursday on Nasdaq at $135 per share — a $1.77 trillion valuation, the largest IPO ever. Most coverage will frame what comes next as a sentiment trade, an Elon story, or a race to Goldman's $5 trillion bull case. The reality is more grounded and more useful: the next 366 days are governed by an unusually clean calendar of supply releases — when 95.8% of the company can or cannot trade, when index funds add weight, when the lock-up cliff arrives, when Musk himself becomes a potential seller for the first time. Read the calendar and you've already understood the structure most market commentary will spend the next quarter trying to explain. Here are the 13 dates worth watching. Two things keep showing up in headlines that don't survive a careful read. The first is the idea that index funds are about to be forced into a massive single-event SpaceX buy. They aren't. Nasdaq did create a fast-track inclusion rule that lets SpaceX join the Nasdaq 100 wi
Edgen
·
Jun 10 2026
SpaceX prices its IPO June 11 at a $1.75–2T valuation. Most retail is asking "how do I buy SpaceX?" — here's the wider way to think about it, with three paths to be on the right side of the catalyst.

Investing in SpaceX Doesn't Mean Buying SpaceX

By Edgen Research | 2026-05-28 Everyone is talking about SpaceX right now. The S-1 went public on May 20. Pricing is set for June 11, trading begins June 12 under ticker SPCX, and the deal targets $80 billion raised at a $1.75–2 trillion valuation — the largest IPO in history by a wide margin. So the natural question coming up in every group chat, every brokerage app, every Reddit thread is: how do I buy SpaceX before it IPOs? Fair question. There's also a wider one underneath it that's worth a minute of your time. What most people are really after isn't a specific stock — it's being on the right side of what SpaceX is dragging up: reusable launch becoming the default, Starlink turning satellite connectivity into everyday infrastructure, space turning into the next platform layer for defense, telecom and industrial software. You can absolutely play that by buying SpaceX equity. You can also play it through stocks you can already buy today, sometimes with cleaner risk and without the IP
Edgen
·
May 27 2026
Five small fixes shipped this week to Ed by Edgen — refreshed web design with bell notifications, charts inside chat answers, simpler thinking process, voice input, and a homepage that knows you.

Ed Got Smarter This Week (May 22 Update) — Here's How

By Edgen | 2026-05-26 Your money person should solve the small annoyances first. This week Ed knocked out five of them — desktop and mobile felt like two different products, data answers were lifeless, you couldn't tell what he was thinking, typing detailed questions on the go was a pain, and the homepage didn't really know you. All five just got better. Web just picked up the same brand color, clean cards, and bell-notification setup the mobile app already had. Whether you open Ed on your phone in the morning or your laptop at lunch, it's one consistent product — and alerts find you on both. Ask Ed about a stock price, a market-cap split, or a year-over-year trend — the answer now comes back with a clean chart inside the reply. Same data, much easier to read at a glance, no need to imagine the picture from a wall of numbers. Ed is a proactive AI — what he's doing for you matters as much as the final answer. The thinking process is now one clean line you can follow: "Reading Goldman Sa
Edgen
·
May 26 2026
Aschenbrenner's Q1 13F: $5.52B in AI infrastructure longs (BE, SNDK, CRWV) + $1.6B NVDA puts. The puts are most likely a hedge — not a short.

Leopold Aschenbrenner's Real AI Bets: Bloom Energy, SanDisk, CoreWeave — the NVDA Put Is Probably a Hedge

What are the world's most-watched investors actually buying right now? The Q1 2026 13F filings — released May 15 — give the clearest answer in years: every major filer is building AI exposure. The disagreement is over how. The most-headlined case is Leopold Aschenbrenner — the ex-OpenAI researcher who wrote the Situational Awareness essay and now runs Situational Awareness LP ($9.28B regulatory AUM per the March 2026 SEC Form ADV; $5.52B of that is the disclosed U.S. equity book). The press ran with "Aschenbrenner bet $8.46 billion against AI chips." That headline is technically true and practically misleading. What he actually did with real capital: load up on the AI infrastructure that makes the boom possible — power, memory, data-center capacity. The $8.46B against NVDA and other chipmakers is almost certainly a hedge on those AI longs, not a directional bet against AI itself. If you're trying to build AI exposure for the long run, his buy list — and what 4 other big names are doing
Edgen
·
May 21 2026
Nomura raised SK Hynix's price target from ₩840K to ₩4M in 6 months — 5x. Goldman lifted MU's 2026 EPS estimate 133%. Why MU and SNDK move from Hold to Buy.

Nomura Quintupled SK Hynix's Target in 6 Months — A Tailwind for MU and SNDK

On May 17, Nomura raised SK Hynix's price target to ₩4 million won — roughly five times the level it set just six months ago. The size of that revision matters less than what Nomura wrote underneath it: AI memory demand is entering a "new regime" that breaks the historical cycle model. We're updating our #66 AI hardware basket map on the back of it — MU and SNDK move from Hold to Buy. The trajectory is the story, not the endpoint. Four sequential raises. Each one looked aggressive when published. Each one was conservative within weeks. The current PT implies +119.9% upside from the May 15 close of ₩1.82M — Nomura's bull case explicitly recalibrating to a "new regime," not extrapolating from the prior cycle. I'd argue the May 17 raise matters more than the four that came before it. The earlier raises tracked rising EPS estimates inside the same cyclical model. This one reframes the model itself — what Nomura calls "memory stock re-rating driven by exponential demand growth from AI." Nom
Edgen
·
May 18 2026
NVDA isn't the whole AI hardware trade. SanDisk +3,362%, Micron +340% past year prove it. Which AI hardware sectors still have upside — and which don't?

NVDA Is One Basket of AI Hardware. Here Are the Other Four, Ranked.

SanDisk is up 3,362% over the past 12 months (Yahoo Finance). Micron is up around 340% in the same window (Yahoo Finance). Both are AI hardware. Neither is NVIDIA. If you call yourself "long AI" but own only NVDA, you're not long AI — you're long one basket, and the other four ran without you. SNDK and MU are the proof of how expensive that miss can be. Here's the map. Five baskets. Where I'd put new money today (Basket 4) and where I wouldn't (Basket 1). Bottom line first. If you can only add to one basket today, I'd add to Basket 4 — Optical Interconnect. Not NVDA. Not HBM. Not foundry. One sentence: AI's bottleneck is shifting from "memory can't feed the GPU fast enough" (the 2024 problem) to "the wires can't connect 100,000 GPUs at once" (the 2026-2028 problem). The market hasn't fully priced this yet. AI-themed funds barely own any of the optical names.
Edgen
·
May 15 2026
earnings-beats-fail-2026-edgen-3-signal-framework_header.png

Why Earnings Beats Fail in 2026: Edgen's 3-Signal Framework

Something broke in Q1 2026 earnings that contradicts what most retail investors learned in 2023-2024. Affirm reported adjusted EPS of $0.37 against a $0.27 consensus — nearly 40% above the Street — and the stock fell 5%. Coinbase missed revenue by 31% — a catastrophic shortfall by any historical standard — and the stock declined only 2.5%. SoFi beat the quarter and raised full-year guidance, then dropped 15%. Palantir reported 85% year-over-year revenue growth — and went sideways. These are the four prints Edgen Research covered in real time during April and May 2026. Across them, the relationship between an earnings beat and stock direction has visibly decoupled. This is not a noisy small sample — it is a structural change in how the market processes quarterly information. Three signals appeared in every single beat-and-fade case we tracked, and they also predict — in reverse — the rare cases that beat and rally, such as NXP's +18% reaction to its Q1 print. This article is the framewo
Edgen
·
May 14 2026

Yatırım yapmak artık yalnız bir iş değil.

Ed'i ücretsiz dene. Kart yok, taahhüt yok.