Julia Ostian | Equity Research
I research so you don't have to. Investment analyst covering structural shifts - from AI supply chains to energy bottlenecks. Join 10k+ investors from YouTube & Seeking Alpha for my stock analysis and thoughts about everything else.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 2 | Founded | 5 months ago | Last Issue | 5 months ago |
| Active | |||||
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juliaostian.substack.comLatest Issues
My High-Conviction List: Positioning the Portfolio for 2026
If you are looking for new ideas for your portfolio, today is the perfect day to start. The market is currently reacting negatively to the latest political headlines, but volatility often creates the best entry points (I treat today as a se...
The 2026 Pivot: I’m Hunting Bottlenecks, Not GPUs
At the beginning of 2026, the consensus is that AI will remain the dominant market theme this year, and I agree with that. In fact, I’ve written a whole analysis for Seeking Alpha on the matter. But the ways of investing in AI are changing....
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The writers behind this newsletter.
I research so you don't have to. Investment analyst covering structural shifts - from AI supply chains to energy bottlenecks. Join 10k+ investors from YouTube & Seeking Alpha for my stock analysis and thoughts about everything else.
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