Archive - Hidden Edge Capital

COPY, PASTE, SCALE: The Emerging Markets Playbook

The growth story isn’t just in Silicon Valley anymore. From São Paulo to Jakarta, global founders are fast-tracking digital transformation… and they’re…

Jul 27 •

STABLECOIN: IS TOM LEE RIGHT ON ETHERUM?

Why Tom Lee might be early, not wrong, on the future of finance. But how early is TOO EARLY?

Jul 26 •

June 2025

BREAKING OUT OF THE WARFARE RANGE

Trade setup for the 2-week range in the markets!

Jun 17 •

There will be signs... word of caution.

Jun 11 •

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!

Jun 11 •

THE PROBLEM WITH PREDICTING THE TOP

It’s easy to fear a crash. Harder to ride a bull.

Jun 7 •

NEVER SELL WHEN VIX IS 50

Why the market keeps climbing despite bearish headlines... and what it means for your next move.

Jun 4 •

CROWDSTRIKE: GREAT EARNINGS, TOUGH EXPECTATIONS

Still the leader of cybersecurity... but royalty comes at a price.

Jun 4 •

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.

Jun 1 •

May 2025

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