Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 187 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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crackthemarket.substack.comLatest Issues
Who Powers AI - Part 1: The Anatomy of a Gigawatt
A fifth of all AI capex, estimated at a cumulative $6-7tn by 2030, goes into power, energy and electrical equipment.
That sentence is the foundation of this new series. Over the past year I have built the case, company by company, that we...
The US Photonics Supercycle
19 Ways to Play the AI Optical Build-Out from America. Where value capture is durable and where it is crowded.
The most important infrastructure build-out of the decade is happening in optics, not silicon. US names dominate this value chai...
US Solar Is Investable Again
Washington and Beijing are now legislating a price for the same commodity from opposite directions, and the cost of powering the AI buildout goes up with it
Throughout my newsletter, I have been continually arguing that reshoring and trade...
Aixtron: The Epitaxy Monopoly Growing AI’s Lasers and Watts
Record orders, 90% share in the tools that grow every AI laser, and a 40% selloff on no company news
Welcome to the 80th investment case, 41st AI & Technology, 28th Electrification & Energy, 14th China idea on Crack The Market (and the mos...
SK Hynix: The Flagship at Half Price
The memory singularity’s flagship just printed a W60.5tn quarter into a 53% drawdown. The most contracted, most leading-edge book in the industry now trades at 4 times forward earnings
Welcome to the 79th investment case and 40th AI & Tech...
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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.
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