Substack · Shivam_ZN
The Oil Tax: Rupee, RBI and What Rising Rates Do to Valuations
Rising rates, ROE and the price we pay for Indian equities
Sectores
Análisis gratuitos sobre sectores completos: informes, cartas y artículos que estudian una industria entera y los valores que la forman. Cada enlace lleva a la publicación original.
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28- AI & Data Centers
137 análisis · Último: 26 oct 2026
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Filtros
379
Substack · Grow or Die · Grow or Die, Chris Wood
My Quantum Security Power Ranking
The companies remaking the internet’s locks before quantum computers can pick them. We’ll start with #10 and work our way up…
Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
Substack · The Precious Metals Miner Gazette · Precious Metals Miner Gazette
This is the time to be a true contrarion and buy
A four-tier limit-order ladder can turn mining-sector volatility into a buying plan—provided the business still deserves your capital.
Substack · Shanaka Anslem Perera
Shanaka's Oil & Gas Letter - Issue 02 - Brent's $33 Premium Collapsed. East Coast Diesel Stocks Hit a Record Autumn Low.
Brent’s $33.26 premium shrank to $6.43. Futures reached their highest since April. East Coast diesel stocks hit a record autumn low.
Fondos · Sprott
The Miners Take the Lead: What's Driving Gold & Silver Equities
Gold and silver mining equities have outperformed the underlying metals year-to-date, supported by improving margins, stronger free cash flow potential and renewed investor interest in the operational leverage miners…
Substack · LoRosha's Investment Desk · LoRosha
WTI Tops $100 for Second Day, Brent Hits Six-Month High, SOX Rout Eases
In the recovery phase where AI profitability and demand uncertainty persist, companies with locked-in revenue recover first, while names depending on future decisions recover slowly.
Substack · The Oak Bloke
Well ex-SCZ me!
The Oak Bloke | Santacruz Silver Mining (TSX: SCZ) | 23 October 2026
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · El Inversor Intelectual · Vitaliy Katsenelson
Se avecina la resaca de la IA. La pandemia ya nos ha mostrado cómo acaba.
Estimado lector, espero que disfrutes de este artículo.
Substack · Inside China / Business · Kevin Walmsley
Wall Street's rare earth darlings crash to earth: high rates push investors away
Bullets:
Substack · The Precious Metals Miner Gazette · Precious Metals Miner Gazette
The Gold Business Without the Mine: Why Royalty and Streaming Companies May Be One of the Smartest Ways to Invest in Precious Metals
How a little-understood corner of the mining industry offers exposure to rising gold and silver prices, exceptional business economics, and potentially less risk than traditional mining stocks.
Substack · La Newsletter de Momentum · Momentum Financial
DE LA FIEBRE DEL ORO A LOS HUMANOIDES: ¿QUIEN VENDE LOS PICOS Y LAS PALAS?
Es hora de empezar a buscar empresas interesantes que vayan a sacar partido del desarrollo de la robótica humanoide. Hay vida más allá de Optimus.
Substack · Simply Put by Ed Elson · Ed Elson
A Tale Of Two Bubbles
The AI bubble isn’t where you think it is
Fondos · Sprott
Silver’s Next Rally and Why Miners Could Outperform
Kenny Zhu joins Proactive to discuss the forces shaping silver’s outlook, from monetary conditions and industrial demand to persistent annual supply deficits. Zhu explains why demand from electronics, AI infrastructure…
Substack · Delphic Alpha · oracle
[Research] 514 Substack Writers Shared Their Rules of Trading. I Backtested Them
An AI read 2,239 Substack posts and notes on trading rules and sorted them into 45 rules. I backtested seven on futures and stocks.
Substack · Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?
Thoughts on the compute shortage & the current state of AI supply and AI demand
Substack · Fulcrum Insights
TSMC Posted a Record Quarter and Raised Its Outlook. Chip Stocks Fell Eight Days Straight Anyway.
The Sunday Brief 41: Weekly Macro Recap, Week Ending October 18th, 2026
Substack · Grey Rabbit Finance's Substack · Grey Rabbit Finance
No Silver for You!
Six years of deficits. A mining industry struggling to keep up. And a sovereign debt crisis that could have investors lining up for the last bowl of soup.
Substack · Doble Piso · Chino
¿En qué etapa del “trade IA” estamos?
Bienvenido a Doble Piso, reflexiones sobre finanzas, de un inversor para otro inversor.
Substack · 00 Frequency📡 · Jordi Guillamón
El margen cambió de manos
Ochocientos mil millones de capex, la cadena de valor de la inteligencia artificial capa por capa, y por qué el año lo pagó la memoria y no los modelos
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · The Black Line
ASML. Is the Monopoly Worth the Price?
The cost of sustaining EUV leadership, and the growth investors need at the price they pay.
Substack · InversorNovato_ · Inversor Novato_
Apocalipsis en las empresas de infraestructura IA.
Es el final de los neoclouds?
Substack · Global Equity Briefing · Ray Myers
Time to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!
The last 12 months have been brutal for fintech investors.
Substack · Business Model Mastery · The Antifragile Investor
CCC Intelligent Solutions Has 98% Customer Retention. The Cash Flow Tells a More Complicated Story.
Its software connects insurers and repair shops, creating exceptional customer loyalty. But acquisitions, stock compensation and debt complicate the economics for shareholders.
Substack · BuyTrigger | Dr. Alex Koh · Dr Alex Koh
The Chip Boss Called It a Casino. The Banks Just Showed Us the Cash.
What the AI sell-off and the first bank results really tell us, and the five questions I ask about every company I own on results night.
Substack · QTR’s Fringe Finance · Quoth the Raven
Going “Old School” With “Boring” Blue Chip Stocks
Wall Street may be getting ready to rediscover an ancient concept: buying profitable companies at reasonable valuations and getting paid to own them.
Substack · Elliot’s Musings · Elliot
DigitalOcean's Poster Child Just Filed for Bankruptcy
The dollar loss is trivial. What it says about who DigitalOcean is building 11-year capacity for, and at what point in the GPU cycle, is not.
Substack · Kapex Markets por Diego Puertas · Diego Puertas
El próximo gran cuello de botella de la IA y cómo aprovecharlo
Informe completo