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In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
A tech and online culture publication by Taylor Lorenz, featuring original reporting on how the internet is reshaping politics, business, media, and culture.
Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.
News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
「大叔美股筆記透過產業洞察、政策趨勢與財務分析，幫助讀者做出更聰明的投資判斷——同時穿插一些真實人生與幽默日常。」
“Uncle Stock Notes shares industry insights, policy trends, and financial analysis to help readers make smarter investment decisions—with a dose of real talk and life stories along the way.”
Go from slow fundraising to confident traction.
Get the decks, investor lists & playbooks 13,000+ founders & investors use to raise faster and scale smarter.
Culpium:
noun [U] — a cure for lack of knowledge, understanding or clarity.
*taken by those seeking to improve comprehension of technology, semiconductors, and supply chains especially in Asia.
*See your therapist if stupidity persists
Exclusive and in-depth semiconductor trend analysis, covering technological breakthroughs, supply chain shifts, with a strong focus on Taiwan's strategic position :exclusive insights from tech columnist Liang-rong Chen in Taiwan.
I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. I’ve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!
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Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
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?”
Startup news starts here. The Upstarts newsletter provides in-depth reporting and analysis on the startup ecosystem, from inception through IPO. Founded by veteran tech reporter Alex Konrad.
