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| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 464 | Founded | a year ago | Last Issue | 3 days ago |
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frontierstocks.substack.comLatest Issues
My Recent U.S. Stock Buys: OKTA, MDB, and ...
AI panic corrected in 24 hours. See how I traded PLTR, OKTA, and MDB with a repeatable stock selection framework.
AI Panic Was Corrected by the Market Itself in Just 24 Hours!
Lumentum: How AI Optical Interconnects Reshape Growth
Lumentum fiscal 2026 revenue doubled to $3.014B on AI optical interconnect demand. See growth outlook, margins, and valuation.
Lumentum() delivered fiscal 2026 results with revenue more than doubling. Full-year revenue reached $3.014 billi...
OpenAI Sank All AI Stocks, What Happened?
OpenAI revenue report sparks AI stock selloff. We break down the $50B vs $70B gap, Oracle cash flow risks, and what it means for AI supply chain investors.
Eastern Time, Thursday, 12:42 p.m.: A report on OpenAI’s revenue triggered a reasse...
U.S. Stocks at Record Highs, Treasury Yields Near 6%
U.S. stocks hit record highs while 10-year Treasury yields near 5.35% and 30-year approach 5.7%. Is it time to rethink equity risk?
As U.S. stocks keep setting record highs, Treasuries are flashing a warning: over the next decade, owning e...
MRVL Sees 10x Revenue in 5 Years; AMD's CPU Revival
Marvell targets $80B revenue by 2031 as AI shifts from training to agents, driving demand for CPUs, custom chips, and networking.
The entire hardware architecture of AI data centers is being redesigned. CPUs, custom chips, optical intercon...
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The writers behind this newsletter.
AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights. (Take Saturdays off)
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