Frontier Stocks
Meng LiShare at least one analysis of technology business and tech stocks every day
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 326 | Subscribers | Read | frontierstocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
U.S. Stock Rally Drivers: AI + Fiscal Stimulus
US stock rally driven by AI and fiscal stimulus. Real risks lie in interest rates and cash flow lag.
From Neobank to Infrastructure: 10 Quarters of Profit and SOFI at $17
SoFi: nationally chartered digital bank bridging dollars & on-chain assets. 14.7M members, 10 quarters of GAAP profit.
Google & Apple Just Defied the AI Sell-Off
Strong earnings fuel record US stock rally. Google Cloud surges 63%, Apple beats, but Meta and Nvidia plunge on AI capex fears.
Analysis of AI Concept Stocks: FORM and TTMI
Fed keeps rates unchanged, Powell's vagueness fuels volatility. AI stocks FORM & TTMI beat estimates and surge.
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Authors
The writers behind this newsletter.
AI Engineer, Apache Linkis Committer, and Trader sharing daily industry analysis and technical insights.
Frequently Asked Questions
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