Kumquat Research
Finance made fun and easy!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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kumquatresearch.substack.comLatest Issues
Astera Labs (ALAB): Stellar Earnings, So Why Is the Stock Falling? (Free)
Scorpio continues to soar, while Orion opens the door to new growth opportunities.
Sandisk (SNDK) - The $94 Billion Reason I'm Even More Bullish
Supply constraints, soaring margins, and long-term contracts are rewriting the NAND playbook.
Earnings Analysis: Silicon Motion (SIMO) - The AI Opportunity Is Bigger Than I Thought
A closer look at the results, shifting growth drivers, and what lies ahead.
Deep Dive: HBM Is Just the Beginning - Why I’m Betting Big On Memory
The technologies reshaping DRAM and why I see more upside ahead.
Deep Dive: The Chipmaker Going All-In On Silicon Photonics
A multibillion-dollar bet on silicon photonics and the future of AI networking.
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Hi, I'm Jeremy. I write about stocks and stuff. Not financial advice.
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