Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 177 | Founded | a year ago | Last Issue | 2 days ago |
| Active | |||||
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crackthemarket.substack.comLatest Issues
Token Economics: The Master Variable
The question I have been circling
Every major piece I have published on this supercycle has been, in one way or another, a piece on the supply-side of the AI revolution.
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The semiconductor primer mapped the chips
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The equipment...
My AI Selloff Shopping List
A positioning unwind has put the best businesses in the world on sale. These are the 11 names I want to own into the year-end rally
The AI complex is now on sale. From this year’s peaks, the semiconductor index is down 17%, the compute des...
ASML & TSMC: Own the Toll Booths of the AI Supercycle
The two widest moats in the AI supply chain just extended visibility into 2028, and the momentum unwind is pricing them as if the traffic is about to stop
This piece is an update to two of the foundational deep dives of Crack The Market:
Samsung: More Profitable Than Nvidia, at a Fifth of the Price
A trillion-dollar conglomerate at 5x earnings, a foundry buying its way back into the race with Tesla, Anthropic and Meta on the order book, and a 30 July window
Welcome to the 76th investment case, 37th AI & Technology idea and 49th Resho...
The Memory Basket: Every Name, Every Verdict
Own the arms dealers beneath the memory makers, not the makers everyone leads with. Every name in the memory universe, with a verdict attached, and the other side of the AI trade flagged by name
In the Memory Singularity primer I argued th...
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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.
European Equity Specialist | +50% YTD Portfolio | Uncovering hidden €50m-€100 bn gems | $59/yr
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