Backed by Pronoia
Insider buys. Whale moves. Contracts nobody noticed. I collect the clues, show the numbers, and tell you what would change my mind.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 4 months ago | Last Issue | 16 days ago |
| Active | |||||
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backedbypronoia.substack.comLatest Issues
12 Stocks With Big Potential the AI Boom Can’t Skip
I scored 12 companies every AI data center depends on.
Everyone knows the AI boom needs chips. Fewer people ask what else has to exist before a single chip can run.
Start here
Backed by Pronoia is stocks and what would change my mind.
Every thesis I write comes with the thing that would prove me wrong. If it happens, I say so.
What you'll find here:
Deep dives on AI and semis, and the power names behind AI
Sh...
5 Signs You're the Exit Liquidity
If you recognize 3 of these, close the app. Then read who's collecting the bill.
Every market has two kinds of people.
The Only Stock Donald Trump, Nancy Pelosi and Peter Thiel Agree On
Backed by Pronoia · October 6, 2026 · NYSE: VST
Everyone wants to find the next AI winner.
Start with the electricity bill.
Trump’s disclosure lists Vistra. Pelosi’s husband exercised calls purchased with a $50 strike. Thiel’s fund repor...
The Memory Shortage Is Eating Its Own Supply
The most interesting number in memory today is not Micron’s next earnings estimate.
It is 30%.
A Samsung Electronics executive said today that high-bandwidth memory (HBM) could use nearly 30% of the memory industry’s DRAM wafer capacity i...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Pronoia is the belief that the world is quietly conspiring in your favor. Second-order stock ideas in AI, energy, defense, credit and more. What I own, what I’m watching, and what would change my mind.
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