Hidden Edge Capital

Hidden Edge Capital

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RUNNING HOT?
There will be signs... word of caution.
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GITLAB: WHEN EXECUTION IS NOT ENOUGH
GitLab great reported earnings, and yet, wall street sold it off. Here's what I am planning to do!
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THE PROBLEM WITH PREDICTING THE TOP
It’s easy to fear a crash. Harder to ride a bull.
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NEVER SELL WHEN VIX IS 50
Why the market keeps climbing despite bearish headlines... and what it means for your next move.
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CROWDSTRIKE: GREAT EARNINGS, TOUGH EXPECTATIONS
Still the leader of cybersecurity... but royalty comes at a price.
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TEMPUS AI: WHY WE BOUGHT THE DIP (AGAIN)
Reflection on the shortcomings of a recent short report from Spruce Point Capital... why this might be an opportunity for a trade.
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May 2025

MARVELL: IS INLINE GOOD ENOUGH?
$MRVL reported an inline quarter with guidance also inline. But it just wasn't good enough... here's what I did!
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THE CYBERSECURITY CONSOLIDATION: SENTINELONE
$S SentinelOne is down 11% after coming short of expectation. This is why!
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SPACE: THE $1 TRILLION TAM
A dive into a rapidly growing market, $ASTS $RKLB and Starlink!
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1
WILL THE BOUNCE GET FADED?
Gold drops, bonds catch a bid (yields drop), and Dollar rises.
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LAST WEEK IN MARKETS
Here we are backtesting the 200-day moving average. Breakout or breakdown?
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YIELDS FLASH WARNING SIGNS
Breaking down why the markets pulled back. More pain to come? Read on…
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