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Genuine Impact - Because your money deserves better

Genuine Impact, Amara, Truman, Wendy, Yuchen Xia, Arya
Tens of paid subscribers

We breakdown world news and complex finance topics for you to make smarter choices for your wallet.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues404Founded4 years agoLast Issue6 days ago
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Latest Issues

From a Kilowatt-Hour to a Token: The AI Boom Is Running Into the Real World

The key takeaways:

• AI looks like software, but it’s built on concrete and copper. Behind every chatbot sits a stack of eight physical layers — from power plants and chip-making machines all the way up to the models themselves.

• The...

6 days ago
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The Weirdest Bull Market You Haven't Heard About: Racehorses

The key takeaways:

  • Keeneland’s September Yearling Sale just grossed a record $536.7 million — even as dealers worried the Gulf conflict would scare off Middle Eastern buyers. It didn’t.

  • The real driver is a tax break, not horse ra...

11 days ago
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Two Bets, One Trade: What the AI Safety Rift Means for Markets

A public rift over AI safety triggered a real selloff in chip stocks — a first look at what regulatory risk might actually cost the AI trade.

Anthropic wants a slowdown. The White House and Nvidia call it a hoax. Here's what that split is...

18 days ago
1
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Inside DeepSeek V4.1 Flash: A Cheaper Model, a Bigger Signal

A routine model update moved chip stocks, gutted DeepSeek’s own premium tier, and landed right before a Shanghai listing.

The key takeaways:

  • A “budget” model just beat the flagship. V4.1 Flash outperforms DeepSeek’s own V4 Pro on most...
a month ago
1

From $100 Billion Dream to $21 Billion: Shein's IPO Lost $5 Billion in Its First Week

Hong Kong's hottest IPO market just delivered one of its coldest receptions.

Executive Summary

a month ago
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Authors

The writers behind this newsletter.

  • Genuine Impact

    We're passionate to learn and explain investing with beautiful and simple visualizations. Love charts, stock deep-dives, and investment philosophies.

  • Amara

    Business Analyst at Genuine Impact

  • Truman

    Founder of Genuine Impact

  • Wendy
  • Yuchen Xia

    Forward

  • Arya

    I am an experienced designer with a professional background that includes data analysis, consulting, and management roles in data governance and innovation consulting.\ud83d\ude80 I hold MSc Innovation Management and Entrepreneurship.

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