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Stockdrifts Research

Focuses on big potential stocks that are misunderstood and unloved

Platform
Substack
PricingFreemiumPublishesWeekly
Issues29Foundeda year agoLast Issue19 days ago
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Latest Issues

We are yet again early with our last idea

Damnang (An incredibly respected semi conductor analyst) gave a good insight

Good morning,

19 days ago
4
Paid

Market Update

Hello all,

A lot of new subs here, so I thought I would say hello

I don't think its the time to be heroic. Keep some cash not margin

- Inflation is picking up massively
- PM's are about to go enjoy their summer
- Secto...

20 days ago
3
1

Semi Conductor stock hidden in plain sight. Quantum, Robotics beneficiary

I initiated it yesterday at market open and sent a chat message

I am usually early and get my entries well. I never get perfect bottoms, but I try my best to NOT chase and be a bag holder

21 days ago
8
Paid

Why Leopold bought TE. (It's not just an energy story)

A couple of months ago, I laid out the supply chain of Solar and the important insights to know about Amerification of it.

When I picked up the phone and spoke to the IR team of TOYO, I realized something profound. Also realized why Le...

a month ago
3

Robotics Bottleneck play (~$4B)

I was writing an in depth article on a Robotics bottleneck play.

Serenity unfortunately just now mentioned it and I am forced to release my half baked article.

If you have money in your IBKR account, you could get in on Sunday late night...

a month ago
18
10

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    Writing about misunderstood stocks poised to rerate violently

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