Convequity
Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 139 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
Read this Newsletter
convequity.substack.comLatest Issues
Surviving the AI-Infra Correction: Inside Our 3Q26 Rebalance
Summary
- This is a condensed version of Part 3 of our 3Q26 rebalance, diving into a selection of individual stock decisions — the full report, including our complete Soitec thesis, test and inspection, memory, and the silicon-photonic...
Jensen's Polite Warning: The Coming VARification of Software
Summary
-
Jensen Huang’s reassurance that software companies will become “value-added resellers of AI tokens” is actually a polite death sentence, implying a 90%+ valuation compression from SaaS multiples to VAR multiples.
-
With A...
Rebalancing into 800V Power, Hybrid Bonding & Asymmetric Compute
Summary
- Building on the Part 1 rotation into under-appreciated bottleneck resolvers, Part 2 deepens exposure to power-electronics names positioned for the 800 V DC and solid-state transformer transition, while classifying several pu...
SpaceX and the Orbital AI Infrastructure Play
SpaceX — now SPCX following its record June 2026 Nasdaq IPO and the merger with xAI — is no longer a launch company with a satellite side hustle. It is the ultimate AI data-center and energy play, and the valuation debate reflects it: price...
SpaceX Isn’t Just a Rocket Company Anymore
The market still largely prices SPCX as a satellite broadband and launch business. That lens is becoming outdated.
What is taking shape is a vertically integrated platform capable of delivering frontier AI infrastructure at a structural co...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Convequity.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #247 |
Authors
The writers behind this newsletter.
Mapping the AI Value Chain
Social
Frequently Asked Questions
How can I access the email archive for Convequity?
You can find recent issues that have been published by Convequity on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Convequity have?
To see how many people subscribe to Convequity, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Convequity?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Convequity as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Convequity?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Convequity using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Convequity?
Scroll up to where it says Related Newsletters to see other publications like Convequity. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Convequity?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.