Crack The Market
Ozeco, Nick Butler, The Contrarian Capitalist, Strategist, TheBigBerbowski, PhotonCapInstitutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 229 | Founded | 2 years ago | Last Issue | 46 hours ago |
| Active | |||||
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crackthemarket.substack.comLatest Issues
The Data Center Backlash: Is The AI Trade Over?
Voters rejected data centers almost everywhere they were asked. What that means for the build, how much gets pushed out, and why capacity with power in hand is worth more
Note: I wrote this as the selling began. As I publish on Thursday th...
Blue Tsunami, What Now?
Democrats won far more than anyone priced but can pass almost nothing. I cover what happened, what I got right and wrong, what the market priced and what it means for investors from here to 2028
Democrats won the 2026 midterms by a margin...
Meta: The Hyperscaler Whose Only Customer Is Itself
The best demand machine ever built is now financing a $454bn bet on agents with no cloud tenant to share the risk. Zuckerberg’s big bets, the race to the frontier, the capex and what the stock already prices
Welcome to the 90th investment...
The Hard Drive Duopoly: Three Earnings Under Review
On the 21st of October, and I argued that whoever controls the recording head controls the hard drive duopoly. We also set out the tests the October prints had to pass. Western Digital reported on the 22nd of October, Seagate on the 27th a...
Crack The Index #1: US Semis
Every large US semiconductor ETF looks cheap at 17-19x. Strip out memory and all three trade at 24-26x. What is inside the SOX, SMH and SOXX, what you pay against history, and where risk-reward sits
Welcome to the first edition of Crack Th...
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Authors
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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.
Energy Economist. Visiting Professor Kings College London
Contrarian intelligence on commodities, markets, geopolitics and macro risks. Helping investors preserve capital, navigate uncertainty and build optionality. Join 7,000+ 👇
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]
PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Seeing tech through a different wavelength. Photonics & semiconductor research
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