The hottest Stocks Substack posts right now

And their main takeaways
Category
Top Finance Topics

Daily Chartbook #392

Daily Chartbook • 209 implied HN points • 01 Mar 24
💰 Finance Stocks
  1. Daily Chartbook provides a daily summary with 30 charts for subscribers to catch up on the day.
  2. The content of this post is for paid subscribers only, sign in or subscribe to access.
  3. Access to the Daily Chartbook is available through subscription on their website.

Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC

Mule’s Musings • 83 implied HN points • 04 Nov 24
💰 Finance Stocks
  1. Several companies, including AMD and INTC, have recently released their earnings reports. This is important for investors to understand how these companies are performing.
  2. The list of companies mentioned are all key players in the tech and semiconductor industries. Keeping an eye on their earnings can provide insight into market trends.
  3. This information is mainly aimed at subscribers, indicating it may include in-depth analysis or additional insights for those interested in stock performance.

My Portfolio Breakdown

Spilled Coffee • 72 implied HN points • 20 Dec 24
💰 Finance Stocks
  1. The author's portfolio has increased by 52.10% in 2024, showing strong performance. It's great to see a significant growth in investments like this.
  2. For 2024, this might be the sixth time in eight years that the portfolio has outperformed the S&P 500. It indicates a consistent strategy that works well over time.
  3. The author is sharing the current portfolio details exclusively with paid subscribers. It's a way to provide more in-depth insights for those who are more engaged.
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Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI

Mule’s Musings • 83 implied HN points • 27 Oct 24
💰 Finance Stocks
  1. Lam's performance is better than what people expected. This suggests some positive surprises in the market.
  2. Telecom is showing strong growth after a rough time. This is a sign that the industry may be recovering.
  3. Companies like TXN, LRCX, and SK Hynix are mentioned, indicating key players are having important earnings releases.

Cathie Wood is as bullish as ever.

Jon’s Newsletter • 119 implied HN points • 19 Nov 22
💰 Finance Stocks
  1. Cathie Wood believes innovation in technology will drastically grow in the future. She thinks areas like AI and blockchain will reshape industries and bring big profits.
  2. Despite recent losses in her main fund, she sees this as a chance for investment. Wood is still confident in the companies she backs, claiming their potential for growth remains strong.
  3. Wood warns about the risk of economic downturn if current policies remain unchanged. She advocates for companies to invest in their growth during these challenging times.

What I read in October 2023

Asian Century Stocks • 39 implied HN points • 29 Oct 23
💰 Finance Stocks
  1. The author read 10 write-ups in October from various sources like Value Investors Club and Substack newsletters.
  2. Australia's Alumina Limited is trading close to an all-time low.
  3. Consider subscribing to Asian Century Stocks for full access to the post archives.

Mid-Year Temperature Check

The Sunday Morning Post • 39 implied HN points • 02 Jul 23
💰 Finance Stocks
  1. Stock market has been performing well with tech stocks surging in 2023.
  2. Home prices are showing geographic disparities, with some areas experiencing declines.
  3. Rents are easing, indicating a potential balance in the rental market.

[Q1 CY24] ARM Short Squeeze, Fabrinet Sus

Irrational Analysis • 19 implied HN points • 08 Feb 24
💰 Finance Stocks
  1. ARM experienced a significant short squeeze after hours, showing wild price movement.
  2. Fabrinet's weak guidance and management's unconvincing excuses suggest something suspicious, leading the author to liquidate their position.
  3. Qualcomm showcased steady growth in the automotive semiconductor market despite challenges, with a rough response to questions about partnership details and future seasonality.

Why Applovin is the best-performing tech stock of the year

Alex's Personal Blog • 65 implied HN points • 08 Nov 24
💰 Finance Stocks
  1. Applovin's stock has skyrocketed this year, with more than a 500% increase thanks to strong earnings and revenue growth.
  2. The company's transition to a focus on advertising is paying off, driven by a machine-learning model called AXON that improves ad targeting.
  3. Applovin has made significant investments in technology and infrastructure, which is helping them stay ahead in the competitive market.

Factors and Semiconductors

Mule’s Musings • 128 implied HN points • 08 Mar 24
💰 Finance Stocks
  1. Momentum is currently performing better than all other factors this year.
  2. Semiconductors play a significant role in the current outperformance of momentum.
  3. The post is available only to paid subscribers.

Trading The Shit Show: July 2025 Market Review

QTR’s Fringe Finance • 18 implied HN points • 02 Jul 25
💰 Finance Stocks
  1. The '25 Stocks To Watch For 2025' list has done really well, up 26.85% this year, beating the S&P 500's 5% gain.
  2. Last year's stock picks also performed decently, finishing up 18.5%, but didn't match the S&P 500.
  3. The success of the current picks is thanks to a few key themes that are influencing the market.

Golden Handcuffs[Finance Fridays]

Technology Made Simple • 79 implied HN points • 21 May 22
💰 Finance Stocks
  1. Golden handcuffs are financial incentives designed to keep employees with a company for a specific period by offering benefits like stock options.
  2. Companies use golden handcuffs to retain good talent, align employee incentives with company success, and when cash flow is limited.
  3. Considerations when dealing with golden handcuffs include potential stock value fluctuations, public vs. private company shares, and evaluating companies for true value amidst market hype.

What A Trip

QTR’s Fringe Finance • 13 implied HN points • 18 Jul 25
💰 Finance Stocks
  1. Psychedelics are gaining attention as both a treatment for mental health and a potential investment opportunity. People believe this area could become more accepted and legitimate.
  2. At the beginning of the year, some specific stocks related to psychedelics were highlighted as promising for potential growth and success in 2025.
  3. There's a growing hope that science, public opinion, and political support will come together to help the psychedelics industry move from the sidelines to the mainstream.

Saylor's Quotient

The Last Bear Standing • 91 implied HN points • 01 Mar 24
💰 Finance Stocks
  1. Investing in stocks like Kodak can sometimes rely on unexpected factors like pension fund surpluses and potential stock movements based on news.
  2. Successful investing might involve keeping an eye on companies like Celsius Holdings, Inc, and understanding how stock reactions post-earnings might reflect in the market.
  3. MicroStrategy's unique strategy of accumulating Bitcoin adds an interesting premium value to the company, showcasing how the market reacts to assets like bitcoin and stock correlations.

Seoul Searching

Net Interest • 14 implied HN points • 27 Jun 25
💰 Finance Stocks
  1. KakaoBank in Korea has seen its stock rise significantly because it is preparing for the arrival of stablecoins. They filed trademark applications to be ready for changes in the market.
  2. In contrast, traditional banks like Bank of America are still unsure about stablecoins and how impactful they will be.
  3. KakaoBank's growth reflects the changing attitudes toward digital assets in South Korea, showing how new opportunities can arise from the digital finance sector.

Mining Stocks Stage Comeback, Racing Bitcoin’s Rally

Miner Weekly • 19 implied HN points • 30 Nov 23
💰 Finance Stocks
  1. Bitcoin mining stocks have made a strong comeback and are catching up with Bitcoin's recent rally.
  2. CleanSpark and Iris Energy have been notable winners in this resurgence.
  3. The market capitalization of CleanSpark crossed $1 billion for the first time as of Nov. 29, marking a significant milestone.

NVIDIA and the Return to Normal

The Last Bear Standing • 152 implied HN points • 26 May 23
💰 Finance Stocks
  1. NVIDIA reported smashing earnings and provided exceptional guidance for future growth.
  2. Investors should focus on earnings growth and company trajectory rather than short-term valuation alone.
  3. The market is showing signs of returning to normal with tech earnings rebounding and macro uncertainties persisting.

Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM

Mule’s Musings • 83 implied HN points • 12 Feb 24
💰 Finance Stocks
  1. The post discusses the performance of different companies in the automotive and optics sectors, highlighting particular stocks like NXPI, IFX, FN, COHR, MKSI, MPWR, ACLS, SLAB, RMBS, and ARM.
  2. It mentions an observation that automotive stocks are performing poorly while optics stocks are doing well.
  3. There is a note about Rambus having a breather and SLAB putting a bottom in, suggesting potential shifts in their performance.

The Tipping Point

The Last Bear Standing • 28 implied HN points • 10 Jan 25
💰 Finance Stocks
  1. Microsoft is investing in significant capital projects which could impact the market. It's good to pay attention to how this could change things in the future.
  2. Labor market data is mixed; while some numbers seem weak, others show strength. This may indicate a balancing act in the economy.
  3. Inflation and earnings reports coming up are essential to watch. They will likely add more excitement and direction to the market soon.

It's Always About Rates

Pits to Pixels • 19 implied HN points • 15 Mar 23
💰 Finance Stocks
  1. The focus is always on rates in financial matters.
  2. Speculative assets and crypto are influenced by easy money.
  3. Understanding the direction of rates is key to navigating the financial landscape.

An Introduction

Irrational Analysis • 19 implied HN points • 19 Aug 23
💰 Finance Stocks
  1. The author shares their journey of pursuing their dream job of chip designing and how it led to their current obsession with semiconductors and investing.
  2. The newsletter 'Irrational Analysis' focuses on high-risk, high-reward investing with a strong emphasis on technology-driven investment analysis over traditional metrics.
  3. Transparency is vital to the author, who discloses all active positions and emphasizes that the newsletter's content is based on public information and independent research.

Beating The S&P By 34.9%

QTR’s Fringe Finance • 9 implied HN points • 24 Jul 25
💰 Finance Stocks
  1. The portfolio has been doing really well, beating the S&P 500 by almost 35%.
  2. Most of the stocks in the '25 Stocks To Watch For 2025' list are performing positively this year.
  3. Investors should pay attention to the strong performance of psychedelics and other stocks that are significantly outperforming the market.

N₂O: Revisiting the best Nuclear Investment Vehicle

Olshansky's Newsletter • 22 implied HN points • 09 Feb 25
💰 Finance Stocks
  1. Investing in nuclear ETFs can help broaden your exposure to the nuclear sector beyond just uranium. This diversification can be important for capturing growth in the industry.
  2. There are several ETFs available that focus on different aspects of the nuclear supply chain. It's good to compare their performances and see which aligns with your investment goals.
  3. Keep monitoring the performance and news related to nuclear investments, as the sector is rapidly evolving and may present new opportunities.

How to turn 1M$ into 3.5M$

Amaca • 79 implied HN points • 20 Sep 23
💰 Finance Stocks
  1. Over the past 10 years, Nasdaq had higher returns than top Hedge Funds.
  2. Some popular Hedge Funds like Scion Asset Management returned less than Nasdaq.
  3. It may be safer and more profitable to invest in S&P 500 or Nasdaq rather than trying to beat the market with Hedge Funds.

Investing Update: New Leadership In Tech?

Spilled Coffee • 24 implied HN points • 07 Dec 24
💰 Finance Stocks
  1. The S&P 500 is performing really well, hitting new record highs often this year. Investors are likely feeling good about the market's strong performance.
  2. The bull market has lasted for 26 months and has brought a significant return, but it’s still shy of the average return from past bull markets. This makes some investors optimistic about future growth.
  3. There has been a massive influx of money into U.S. stocks recently, showing that many people are eager to invest despite market uncertainties. This could indicate overall confidence in the market.