Crack The Market
Ozeco, Nick Butler, Nutty, Jimmy Investor, Strategist, The Black Line, PhotonCapInstitutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 218 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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crackthemarket.substack.comLatest Issues
The Midterm Playbook
Why election night will settle very little
Three weeks from now Americans vote in the most consequential midterm for markets since 2018, and probably since 2010. Every institution has published its guide and most of them say the same thing...
Last day to lock in Crack The Market at today’s prices
Prices change tomorrow. Today is your last chance to join Crack The Market at the current rates:
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$50/month
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$400/year
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$800 founding membership
Whichever you choose, your price stays locked for as long as your subscription...
48 hours to lock in Crack The Market at today’s prices
Two weeks ago, I announced the first price increase since last summer. With just 48 hours to go, here’s what you need to know.
Join before October 15th and lock in your price for as long as your subscription remains active:
- $50/month...
Marvell: The Trillion-Dollar Question
Jensen Huang called it the next trillion-dollar company. The investor day put numbers on what it would take: $70bn to $90bn revenue by FY31, a lower gross margin, and biggest customers paid in equity
Welcome to the 87th investment case and...
Ciena: Where the Whole Optical Chain Meets
The optical leader guided to $14bn by 2029 and re-rated 30% in three weeks. What the framework says about the backlog, the margin and 2028, and what it means for every other name in the optical chain
Welcome to the 86th investment case and...
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Authors
The writers behind this newsletter.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
Energy Economist. Visiting Professor Kings College London
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. 🔗 https://atlas.nuttycld.workers.dev/
Former Equity Analyst. Investing in high-quality businesses with a long-term mindset for 13+ years.
Independent research. Commodities, macro, credit, forensic deep dives. First-principles analysis for investors who'd rather be early than comfortable. 2-3x weekly. Read at 400+ firms. [email protected]
For investors and readers of world affairs. I analyze how macro, geopolitics and tech move countries, companies and markets, and where that opens opportunities or sets traps.
Seeing tech through a different wavelength. Photonics & semiconductor research
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