Joe Gannon
Gannon CapitalHigh-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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gannoncapital.substack.comLatest Issues
The "Artificial Sun" Supply Chain
What has only been a topic of fringe science and the plot of popular sci-fi and superhero movies for decades is quickly becoming our new reality.
Both China and the United States of America are working on building an artificial sun, or t...
Gannon Capital Portfolio - August '26 Update
All Active Investments, New Entries, Recent Exits & Watchlist - Paid Subscribers Only
August 2026 portfolio update highlights:
Applied Optoelectronics Deep Dive
Unlocking Layer 8 of the AI Buildout
If you’ve read my last two articles on Poet Technologies and Ouster, Inc., you’ll notice there’s a theme… optoelectronics. For anyone tracking the AI build-out, you’re aware that high-speed data paths a...
Ouster Deep Dive
Digital Silicon, Real-World AI: Inside Ouster’s Battle to Map the Physical World
To truly understand Ouster (), you have to appreciate the specific psychological architecture required to build it.
Poet Technologies Deep Dive
The Optical Interposer and Universal Packaging: Architecting a Solution for the AI data center interconnect Bottleneck
For a decade, POET Technologies lived in the purgatory of potential. It was a classic “show me” stock, a collection of b...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice. Featured in Yahoo! Finance. Often funny.
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