Crack The Market
Ozeco, Hidden Market Gems, Daniel's Deep Dive, European Hidden Gem StocksInstitutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 160 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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crackthemarket.substack.comLatest Issues
Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery
Both names beat and the stocks went nowhere. After the selloff, the two businesses that capture the economics of the entire AI buildout are the cheapest quality in the complex.
The market does not care about Nvidia and Broadcom right now,...
STMicroelectronics: Photonics, Satellites and Silicon Carbide
From cyclical bottom to AI structural story: the European IDM repositioning around silicon photonics, LEO satellites and silicon carbide
Welcome to the 71st investment case, 11th China, 26th Electrification & Energy, 33rd AI & Technology i...
Umicore: The Cash Came Back Before the Story Did
Welcome to the 70th investment case and 45th reshoring/sovereignty, 25th Electrification & Energy on Crack the Market (and the most comprehensive Umicore investment case you will find online)! Join me in uncovering a name the market left fo...
Vertiv: The Tissue Between the Silicon and the Facility
Why the only integrated power and thermal platform in data center infrastructure is the cleanest compounder in the AI buildout.
Welcome to the 69th investment case, 57th Resilience & Quality, 44th Reshoring & Sovereignty, 24th Electrificat...
Sivers Semiconductors: A Real Theme, A Dangerous Stock
A real laser, a fake price. Why the technology is genuinely relevant to the AI optical build-out, and why the stock at 100x sales, with an activist short, a restatement, and a prosecutor circling
The number that should scare you
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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.
A newsletter specialized in techs and digital transformation. I invest in unpriced problems of tomorrow.
Fundamental stock analyst uncovering quality companies & long-term compounders through deep research. Giving you actionable insights for informed investing.
European Equity Specialist | +50% YTD Portfolio | Uncovering hidden €50m-€100 bn gems | $59/yr
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