Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 168 | Founded | a year ago | Last Issue | 6 days ago |
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crackthemarket.substack.comLatest Issues
Micron: The Call Option on the Memory Singularity
A structural AI winner inside the most violent memory supercycle in history, and the contract that extends it
This piece kickstarts my series on memory semiconductors. The violence of this quarter, and its knock-on effects across tech (the...
The Physical AI Basket: Where the Value Actually Accrues
The picks, the shovels and the brains. Own the layers that get paid no matter which robot wins
In my Physical AI primer I argued that the theme is everywhere and badly understood, that it is not a synonym for humanoid robots, and that the...
ARM: The Best Business in the World, at the Hardest Price to Pay
A primer on the most singular business model in semiconductors: the architecture underneath the compute layer’s second engine, and the company now turning its own IP into silicon
Welcome to the 73rd investment case, 59th Resilience & Quali...
Besi: The Packaging Monopoly at the Heart of the 3D Chip Era
The advanced packaging champion is the highest beta, most AI levered name in the European semicap complex
Welcome to the 72nd investment case, 58th Resilience & Quality, 46th Reshoring & Sovereignty, 12th China, 34th AI & Technology idea a...
CPUs Are the Next GPUs
What I heard from everyone building the AI economy, the TAM behind it, and the six ways to own the compute layer's second engine
For a year I have walked you up and down the AI value chain, from the power that feeds the data centre to the...
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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.
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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