I sit 1x1 with C-Suite execs and bring the alpha back to retail | Synthesizing deep fundamental research w/ leading High timeframe charts | Focus: Physical AI, Humanoids, AI Infrastructure, Power, & Semis | Carnegie Mellon Alum
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 79 | Founded | a year ago | Last Issue | 19 days ago |
| Active | |||||
Read this Newsletter
thematictrader.comLatest Issues
$PENG: the CEO call signals the FY27 guide is a floor
Discussing FY27, CXL upside, Penguin’s unique value prop for neoclouds, and more
Disclosure: I hold a position in $PENG. This is not financial advice. Do your own diligence. Customer identities in this piece are my inferences, not company...
Penguin Solutions Revised FY27 Model
Reviewing the quarter and modeling base and bull case scenarios
$PENG Q4 FY26: multi-year AI factory contracts and a 55% EPS guide
Breaking: $FCEL is the Fuel Cell Partner for the est. GW Scale Newport Township Data Center Project
FuelCell Energy lands its first named data center campus: 1,386 acres and GW Scale in Newport Township
Link: Newport Twp. Data Center — Infrastructure for what comes next.
$FCEL is the named fuel cell partner for the entire Newport Town...
Penguin Solutions: Earnings Primer Q4 FY26
Reviewing the Q4 expectations and signals for FY27
Penguin Solutions reports after the close on Tuesday, October 6, call at 4:30pm ET.
[FREE REPORT] Where VPG's foil resistors could sit in AI 1.6T optics, and what they could earn
I wanted to share a free report for the community and also gather any feedback from those who are well versed in the optics space.
VPG has discussed on earnings calls and in my touchpoints that they sell into co-packaged modules, the tuna...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 9 Ventures.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #206 |
Authors
The writers behind this newsletter.
Synthesizing deep industry analysis, 1x1 C-Suite conversations, & themes to generate single stock ideas with leading high time frame charts | SMID Cap Research Universe | Focus: Physical AI / Humanoids, AI Infrastructure / Power, & Semis
A devote student of physics and value investing. Subscribe for free below!
Sharing my knowledge & insights | Research & Opinion | Semi & Tech | @pequityresearchchina | Contact: [email protected]
Frequently Asked Questions
How can I access the email archive for 9 Ventures?
You can find recent issues that have been published by 9 Ventures on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 9 Ventures have?
To see how many people subscribe to 9 Ventures, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 9 Ventures?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 9 Ventures as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 9 Ventures?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 9 Ventures using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 9 Ventures?
Scroll up to where it says Related Newsletters to see other publications like 9 Ventures. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 9 Ventures?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.