Bleeding Edge

The Bleeding Edge is the only free newsletter that features investing insights from editor Colin Tedards. Here, Colin will share what he's watching in the market and which stocks you'll want on your radar.

Are Alphabet’s Days Numbered?

The innovation that spurned from the team behind a single research paper at Google is incredible. Just seven individuals directly related to tens of billions of dollars of value created. And Google failed to keep them in-house. 

Rapid Unscheduled Disassembly

If SpaceX was able to get to 39 kilometers in altitude with six less operational rocket engines on a test launch, just imagine what will happen the next time around. And that’s the point. The reason that SpaceX was able to transform the aerospace industry was because it was willing to test and fail early.

Jeff Clark Predicts Market Turmoil Ahead

This is the most urgent warning of my career. A 44-day market-wide crash hangs over the horizon. It’s set to begin on April 24. During this time, we could see hundreds of stocks crash across the market. Last April, when this strange anomaly hit the market, 1,662 stocks began to crash in a nightmare that lasted 44 days.

The Hottest New Job in Tech Is…

Considering that the work is in the field of artificial intelligence (AI), this doesn’t seem possible. It would be natural to assume that we’d need a computer science degree at a minimum. But we don’t.

Private AI Semiconductors Are Booming

With the companies behind this amazing technology raising massive venture capital (VC) rounds now valued in the billions, there is an absolute gold rush in the tech industry to build and monetize the next great generative AI products and services... And to do that, we need more servers running on GPUs.

U.S. Investment in Manufacturing Hits Record Highs

It’s exciting to see such a large amount being invested into advanced onshore manufacturing. The reality is that today’s manufacturing is “high-tech,” and it is now seen as critical to reducing risk in supply chains and providing more control and flexibility over the manufacturing process. This recalibration doesn’t come without risks, though. And the largest risk may surprise us…