Reletter
Artwork for Frontier Stocks

Frontier Stocks

Meng Li

Share at least one analysis of technology business and tech stocks every day

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues146SubscribersRead frontierstocks.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Microsoft's $19.4 Billion Deal Fills NBIS's Plate!

OpenAI hits $500B valuation, boosting AI stocks & Nasdaq to record highs. Tech rally led by Nvidia, NBIS soars on Microsoft deal.

2 months ago
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AWS AI Ambition: NBA Deal Ignites Cloud Battle

AWS & NBA partner to revolutionize sports with AI. Beyond cloud, Amazon is building a data-driven ecosystem, reshaping basketball and streaming. A game-changer for investors.

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Nvidia's Market Cap Surpasses $4.5 Trillion Today

U.S. gov shutdown fears grow, S&P dips. CRWV soars on $14.2B Meta AI deal, boosting Nvidia. Market eyes Fed rate cuts.

2 months ago
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Amazon: The Market Doesn't Respect This Giant Enough

Amazon's market lag puzzles investors despite its cloud & e-commerce dominance. Is its IaaS moat at risk? Explore the AI race & e-commerce hedge shaping its 2025 outlook.

2 months ago
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Authors

The writers behind this newsletter.

  • Meng Li

    AI Engineer, Apache Linkis Committer, initiator of the SolidUI AI painting project, providing daily updates on industry analysis and technical insights.

  • Frequently Asked Questions

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