The hottest Stock Market Substack posts right now

And their main takeaways
Top Finance Topics
Doomberg 5270 implied HN points 17 Mar 24
  1. In the stock market, rapid swings in market value can be astonishing, such as Nvidia's $270 billion intraday swing – highlighting the unpredictable nature of markets.
  2. Rampant speculation in assets like Bitcoin can be a sign of impending currency devaluation, drawing parallels to historical financial crises like the Weimar Hyperinflation.
  3. Michael Saylor's aggressive strategy of leveraging debt to buy Bitcoin with MicroStrategy serves as a unique case study of riding high in the volatile crypto market, showcasing the power of 'pumpamentals.'
lawrence’s Substack 758 implied HN points 21 Apr 24
  1. Tesla's recent actions have caused a shift in sentiment for the worse, leading to skepticism and concern about the company's future.
  2. The attempt to restore Musk's 2018 compensation package is under scrutiny and may face legal challenges, impacting Tesla's financial standing.
  3. Questions surrounding Tesla's Model 2 development, autonomy achievements, robotaxi plans, earnings, staff departures, and production decisions are crucial for understanding the company's direction.
Peter Navarro's Taking Back Trump's America 1768 implied HN points 09 Feb 24
  1. The stock market has shown a technical rally with S&P 500 surpassing 5000, driven by trend traders focusing more on technical aspects than fundamentals.
  2. Artificial intelligence is significantly impacting the job market, with companies using AI for tasks like layoff decisions, with some notable companies like United Parcel Service and BlackRock making significant staff reductions.
  3. China's economy is being compared to past scenarios like Japan's real estate market crash, highlighting concerns about potential global repercussions.
The Dollar Endgame 718 implied HN points 29 Mar 24
  1. There is a movement to directly register the entire float of a company through the Direct Registration System (DRS), which allows investors to hold their securities in book entry form directly with the issuer.
  2. The growth in DRS registrations started to stall, leading to investigations about why the consistent buy volume and DRS transfer images were not reflecting in reports. Theories emerged about how shares are manipulated and moved between book and plan shares.
  3. Complexities in the market and opaque practices by institutions make it challenging for retail investors to understand the full picture. The DRS numbers may not reflect the complete truth due to potential manipulation and changing market dynamics.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
Faster, Please! 913 implied HN points 15 Mar 24
  1. Nvidia's surge in the stock market indicates the potential of AI and its transformative impact.
  2. The stock market reflects high optimism towards AI, but it hasn't reached the levels of previous tech bubbles.
  3. The increase in Nvidia's market value seems to be supported by actual earnings, not just speculative investments.
Snowball 1965 implied HN points 14 Jan 24
  1. Investing in a Monaco monopoly like SBM can be interesting due to its history and unique position.
  2. The French government agency SISSE has the power to block international investors; exploring its role can be informative.
  3. The SEC's approval of Bitcoin ETFs marked a significant moment, raising questions about the future of decentralized finance and traditional finance.
Irrational Analysis 159 implied HN points 27 Apr 24
  1. Qualcomm's market share in laptop/PC is expected to grow from less than 0.1% to 5% by CY 2025.
  2. The stock price of Qualcomm may not show significant movement as the potential market share gains are likely already factored in.
  3. Qualcomm's gain in market share is predicted to come at the expense of Intel, which is already facing numerous challenges in their core business.
lawrence’s Substack 219 implied HN points 12 Apr 24
  1. Attorneys' fees in legal cases can be substantial, with requests reaching billions of dollars, setting new records
  2. Tesla may face implications in its stock price due to potential sale of awarded shares, creating a significant influence on the market
  3. The _Tornetta_ decision could result in a significant earnings windfall and raises questions about the fundamental duty of a board of directors in improving shareholder value
Stock Market Nerd 707 implied HN points 03 Feb 24
  1. Apple beat revenue estimates but had mixed performance in different product segments, especially in China.
  2. Mastercard surpassed revenue estimates and saw growth in various sectors like cross-border revenue and value-add services.
  3. Match's financial results were strong, although challenges like negative payer growth from price hikes are temporary.
  4. AMD ranked well in Cloud Workload Security and continues to expand its offerings with the potential for higher revenue and margins.
  5. CrowdStrike received recognition in Forrester's Cloud Workload Security report and shows promising growth potential with increased modules for clients.
Japan Economy Watch 159 implied HN points 08 Apr 24
  1. The interview covers various topics such as the state of Japan's economy, stock market, wages, and strategies of niche companies
  2. There is discussion on the importance of new entrepreneurs in driving positive social changes in Japan
  3. The interview highlights the potential for Japan's economic recovery through embracing innovation, new companies, and adapting to changing business dynamics
The Dollar Endgame 439 implied HN points 29 Jan 24
  1. In January 2021, the GameStop ($GME) stock price experienced extreme volatility and a significant price surge, shedding light on underlying issues in the stock market.
  2. The situation revealed how shorting mechanisms were exploited, with the stock being sold significantly beyond its float, and the impact of large institutions and financial media favoring institutional interests over retail investors.
  3. The events with GameStop highlighted the complex interactions between retail investors, short sellers, brokers, and clearinghouses, ultimately leading to regulatory scrutiny and uncovering the reality of market dynamics.
Mule’s Musings 295 implied HN points 22 Feb 24
  1. Nvidia's quarterly results exceeded expectations, with significant revenue growth in the Datacenter segment despite challenges like China's revenue dropping to almost zero.
  2. Nvidia achieved its highest gross margin ever, despite expectations that it would decrease in the future, hinting at potential pricing strategies for new products like B100.
  3. Nvidia is facing supply constraints but anticipates strong demand for upcoming products like B100, suggesting promising revenue growth opportunities and potential bottlenecks in the networking industry.
Sinocism 923 implied HN points 24 Oct 23
  1. PRC ships rammed Philippine vessels in South China Sea, escalation of crisis at Second Thomas Shoal
  2. Wang Yi visiting US, part of effort to have Xi Jinping attend APEC in San Francisco and meet with Biden
  3. Intensifying spy war between US and China, with recent revelations of alleged US spies and Five Eyes discussing threats from China
Mule’s Musings 443 implied HN points 02 Jan 24
  1. Semiconductor market experienced a downturn in 2023 but is showing signs of recovery in 2024, especially in AI-related segments
  2. AI is emerging as a significant market segment in the semiconductor industry and is expected to continue growing in 2024
  3. Memory market, particularly High Bandwidth Memory (HBM), is also expected to see growth and become a major category in 2024
The Wolf of Harcourt Street 530 implied HN points 23 Nov 23
  1. Auto Partner, a distributor of spare parts, is focusing on automation to strengthen its distribution capabilities and increase competitiveness.
  2. The company's revenue growth is attributed to market responsiveness, geographic expansion, and effective management of economic challenges.
  3. Auto Partner's growth strategy includes building new hubs, expanding branches, and increasing automation in warehouses and logistics to prepare for potential expansion into other verticals.