Weekly signals. Real theses. Conviction-weighted positions.
By the time consensus catches an earnings acceleration or margin shift, the move is half over. The edge goes to those who see it first.
Thousands of filings, earnings calls, and news articles. No human can process it all—but AI can.
The best opportunities are buried in SEC filings, earnings transcripts, and contract disclosures. You need to know where to look.
Without a systematic approach, emotions drive decisions. Fear and greed replace analysis.
BlackEdgeVault combines large language models, structured research, and inflection-driven logic to surface asymmetric opportunities before the market recognizes them.
Every position is backed by a thesis, conviction score, invalidation level, and macro context. No guessing.
Track upcoming earnings dates, contract milestones, and operational catalysts—with thesis impact assessments and positioning guidance.
Every stock rated 1-10 based on thesis strength, inflection timing, and risk/reward asymmetry. Size positions accordingly.
Know exactly when a thesis is broken. No bag holding, no hoping for miracles. Professional risk management.
See every position, weight, entry price, and exit trigger. Full transparency, real accountability.
Real returns. Real positions. Actively managed weekly.
Compounder archetype. Thesis: margin expansion from grid infrastructure backlog + institutional accumulation. Inflection confirmed.
Secular Rider archetype. Record backlog meets data center demand. Early entry before market recognition.
Turnaround archetype. Commercial execution inflection after years of underperformance. Conviction score: 8/10.
SEC filings, insider transactions, earnings transcripts, macro indicators—all processed and structured.
AI analyzes inflection timing, thesis validity, and risk/reward. Human oversight ensures quality.
Conviction-weighted positions. Weekly rebalancing. Clear entry and exit rules.
You trade frequently but want institutional-grade research to back your decisions.
You're hunting for asymmetric opportunities in high-growth small caps across technology, industrials, and emerging sectors.
You understand that markets reward operational momentum before consensus catches up. You want the edge.
You manage capital professionally and need a systematic edge to outperform.
Early access members lock in founding rates for life.
Founding rate: $149
Founding rate: $499
Institutional pricing available. Contact us.
"Finally, a systematic approach to finding operational inflections early. The conviction scoring alone has transformed how I size positions."
"I was skeptical of AI-driven research, but the thesis invalidation logic is genuinely valuable. It's saved me from several bad holds."
"The inflection tracker is worth the subscription alone. I was missing so many earnings shifts and margin moves before. Now I'm positioned ahead of the crowd."
No. BlackEdgeVault provides research and analysis for educational purposes. We are not registered investment advisors. All investment decisions are yours alone. Past performance does not guarantee future results.
Large language models assist in processing SEC filings, earnings transcripts, insider transactions, and contract disclosures. AI generates initial research drafts that are then reviewed, validated, and refined by human analysts. The final thesis and conviction scores reflect human judgment.
Concentrated, thesis-driven investing focused on asymmetric opportunities. We typically hold 10-15 positions with conviction-weighted sizing. We target operational inflections—earnings acceleration, margin expansion, contract wins—across high-growth sectors. We explicitly avoid binary-event bets like FDA approvals or clinical trial outcomes.
Weekly rebalancing with full transparency. You'll see every add, trim, and exit with the reasoning behind it. Emergency updates are communicated if a thesis breaks mid-week.
Yes. No contracts, no commitments. Cancel anytime from your account settings. We believe in earning your subscription every month.
We're onboarding beta users in small batches to ensure quality. Waitlist members get priority access. Early supporters also lock in founding member pricing for life.
Join the waitlist for early access and founding member pricing.