Edward White

@EdWhite1

Welcome to my April 2026 investing update. This month I'm making one of the biggest portfolio reshuffles I've done in years — reducing or selling 12 positions and concentrating capital into 2 high-conviction buys, while keeping the rest in cash until better opportunities emerge. 🟢 BUYS THIS MONTH: Arbitrum (ARBUSD) — Layer 2 Ethereum at all-time lows. Contrarian accumulation ahead of the next crypto cycle. Codexis (CDXS) — Enzyme engineering company with a Buy rating from Craig-Hallum. Picks-and-shovels play on synthetic biology and pharmaceutical manufacturing. 🔴 SELLS THIS MON...

The March 2026 market is shifting. While Google hitting a $4 Trillion market cap was a historic milestone, the technicals are telling a different story. In this update, I break down why I’m taking profits on Big Tech and rotating that capital into "unloved" value plays and massive catalysts in the crypto space. We are entering a phase where the "Magnificent 7" and broad ETFs may no longer be the safest bet. I’m deep-diving into my 7 buys for this month, including a landmark supply-cap change for Polkadot and a major "buyback" narrative for Charter Communications. In this video, we cover:...

The March 2026 market is shifting. While Google hitting a $4 Trillion market cap was a historic milestone, the technicals are telling a different story. In this update, I break down why I’m taking profits on Big Tech and rotating that capital into "unloved" value plays and massive catalysts in the crypto space. We are entering a phase where the "Magnificent 7" and broad ETFs may no longer be the safest bet. I’m deep-diving into my 7 buys for this month, including a landmark supply-cap change for Polkadot and a major "buyback" narrative for Charter Communications. In this video, we cover:...