Substacks recommended by Ben Pouladian

Recommended by Ben Pouladian

Sources

By Alex Heath

Exclusive reporting on the AI race.

If you follow the AI race, his newsletter belongs in your inbox. Highly recommended!

- Ben Pouladian

TMT Breakout

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.

They do a great daily summary as well as covering larger macro trends within the market. Highly recommend.

- Ben Pouladian

Irrational Analysis

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

Love his work and his brutal transparency

- Ben Pouladian

FUNDA

By FundaAI

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

The Best deep research hands down for software and semiconductors out there. Must must subscribe.

- Ben Pouladian

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.