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Emergers.io

jw | Incirrata | Emergers

Emergers provides Research, Advisory and Agency services aiming to equip Investors and Business Leaders with a competitive edge. We forcus on emerging trends in tech, energy, and life sciences.

Platform
Substack
PricingFreemium
PublishesTwice weeklyIssues38
SubscribersRead subs.emergers.io

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings

High Bandwidth Memory (HBM) chips have become vital components in the race to build more powerful AI, since these models require memory chips that can store and release data quickly.

5 months ago
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Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand

Since starting our Model Portforlio (under the Widmark Research brand) in April 2024, the portfolio is now up 26.5%. A big part of performance came from the long position in $TSSI which we closed (too early) on August, 19th.

5 months ago
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Basket of biotechs most likely to benefit from advances in AI in 2025

AI's impact on the real economy is lagging. Here, we present an equal-weighted basket of seven biotechs, up 38% in the past year, including Alnylam and Sarepta, expected to benefit from AI in 2025.

5 months ago
0
0
Paid

Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy

Are you like me, thinking you're too clever and alert to fall for advanced hacking schemes? Think again. Here’s how hackers use sophisticated tactics to slip malware past even the most cautious users

5 months ago
0
0
Paid

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  • jw | Incirrata | Emergers

    Equipping Investors and Business Leaders with a competitive edge

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