Substacks recommended by PhotonCap

Recommended by PhotonCap

Nutty

A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI.

90s.pm.investing

90後PM｜拒絕童話故事，堅持用科學畫樹，走出個人投資者的黑暗時代、邁向啟蒙｜所有言論皆為學術研究用途，不構成任何投資意見

My personal Substack

“He who commands the sea commands everything' - Themistocles 480 BC Underwater defense revolution maximalist $KRKNF $PNG.V

Ren

Asymmetrical Bets

Institutional grade stock research made digestible for the modern retail investor.

90s.pm.investing [EN]

Science over authority. Frameworks over gut feel. Belief that when thousands of independent thinkers each build their own trees, stress-test their own hypotheses, and share what they find, we deliver Community-Driven Alpha

FUNDA

By FundaAI

FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

Fabian's Substack

Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.

Disruptive Stocks - Futurist

Early Access to High-Conviction 10x stocks. Robotics • AI Energy • Space • Photonics • AI Infra

Growth Wave

16 years leading global corporate strategy. Electrical engineer. Economist. Now based in Florence — filtering signal from noise across US, European, and Korean markets. Plant early. Harvest when the crowd arrives. CEO-grade research, weekly.

SEMIVISION @_@

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

Tiger Capital Research

Daily： I. 1-3 Alpha Trading Insights if Alpha Exists II. 1-3 Market Reading Article Weekly: I. 1-2 Long Term Alpha Ideas if Alpha Exists II. Weekly Live Portfolio Update III. Research Papers Deep Drive

Tiger Research Reports

By Daniel Kim

Your Sherpa to Asia's Web3 Landscape: Be among the 20,000+ pioneers who receive exclusive Asia insights.

Tiger Research is an independent research covering Asian digital asset markets. 100,000 subscribers, 200+ institutional clients including banks and asset managers. One of the most referenced sources of blockchain intelligence in the region.

- PhotonCap

AI Supremacy

By Michael Spencer

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Ryan's Substack

By Ryan Yoon

My personal Substack

- PhotonCap

Citrini Research

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Vik's Newsletter

By Vikram Sekar

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

TacticzHazel’s Substack

Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews

Singularity Research

Everything Data Center and AI

Crack The Market

By Ozeco

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

The MicroCap Letter

Institutional-grade research on the companies Wall Street ignores. Deep value analysis for the independent investor.

Startup Riders

By Ivan Landabaso

How top 1% startups grow.

The Diligence Stack - By Creative Strategies

The Diligence Stack delivers analyst-grade intelligence on AI’s full-stack impact, connecting semiconductors, infrastructure, platforms, software, and adoption to show how technical change reshapes markets and business models.

💎DiamantAI

By Nir Diamant

DiamantAI is the top 0.1% newsletter for staying ahead in AI, uncovering the latest techniques, breakthroughs, insights, and unique tutorials.

Outlier Capital

10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth with high-conviction plays.

Staying Famished

By Jack Huang

This Substack is a high signal-to-noise ratio publication seeking to add value by bringing attention to timeless insights and principles in poetry, literature, applied physics and maths, technology, and finance.

Damnang’s Substack

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along the way.

my.stock.research

I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my 2k starting salary into a $1.5M+ portfolio, this is the research process/secret behind it 2 stock analysis a week + a Sunday market wrap $5/month

PhotonEra

GuruFinance Insights

By Ayrat Murtazin

Your ultimate resource for mastering trading strategies, coding techniques, and market insights.

Eternally Paranoid

By Jack Huang and Omer Cheema

This newsletter - Eternally Paranoid - is a new newsletter written by two like-minded technologists based in America and Europe who believe in market-driven innovation and seek to add value for busy engineers, executives, analysts, and portfolio managers.

Jason's Chips

semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor

ZRT’s Substack

Insights and analysis on economic trends, investing, and the forces shaping our world— from markets to military movements.