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Joe Gannon

Gannon Capital

High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues43Foundeda year agoLast Issue8 days ago
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Latest Issues

HIMS Thesis Revisited: Beyond Compounding

How market panic over short-term facility CapEx is blinding Wall Street to a $15B+ peptide distribution engine.

When I broke down the long-term thesis for Hims & Hers Health (NASDAQ: ) in the fall of 2025, the market viewed it as an agile...

8 days ago
6
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IonQ Deep Dive

The Ultimate Quantum Accelerator for the AI Era

To begin this deep dive, we’ll answer the important questions first.

15 days ago
12
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Gannon Capital Portfolio - June '26 Update

All Active Investments, New Entries & Recent Exits - Paid Subscribers Only

June 2026 portfolio update highlights:

16 days ago
7
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Nebius Thesis Update

The $46 Billion Awakening: Nebius Group’s Metamorphosis into the AI Infrastructure Leviathan

Back in November 2025, when I laid out my thesis for Nebius Group as my #1 pick for Phase 3 of the AI Revolution, the broader market was still loo...

22 days ago
7
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ServiceNow Deep Dive

The Control Tower of the Agentic AI Economy

The enterprise software market is currently caught in a violent disconnect between visionary potential and brutal market sentiment. On one hand, Nvidia CEO Jensen Huang recently shook the industr...

a month ago
31
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  • Gannon Capital

    High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.

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