Sitemap - 2025 - Hidden Edge Capital
GITLAB: WHEN EXECUTION IS NOT ENOUGH
THE PROBLEM WITH PREDICTING THE TOP
CROWDSTRIKE: GREAT EARNINGS, TOUGH EXPECTATIONS
TEMPUS AI: WHY WE BOUGHT THE DIP (AGAIN)
MARVELL: IS INLINE GOOD ENOUGH?
THE CYBERSECURITY CONSOLIDATION: SENTINELONE
Moody’s Downgrade, Just Noise?
Nebius: Global AI Infrastructure with Backing
Are We Already in a Recession?
Hidden Edge Weekly: Inflation, Tariffs, and GPUs
Grab x GoTo: The $6B Power Move
Does the Market Still Care About Tariffs?
AST SpaceMobile: Turning Satellites Into Telecom Infrastructure
Nebius Group Targets a $260B Market
SentinelOne: Are You IN or OUT?
Software Stocks: Lightning Round
Grab Keeps Growing, But Are Expectations Getting Ahead of Reality?
Amazon’s Stellar Earnings: Strong Performance Amid High Expectations
AI Market Shift & Palantir’s Breakout Performance
GitLab: The DevOps Powerhouse Poised to Lead the AI-Driven Software Revolution