Kumquat Research
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 5 months ago | Last Issue | 15 days ago |
| Active | |||||
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kumquatresearch.substack.comLatest Issues
Decoding Memory - Why This Stock Needs To Be In An AI Portfolio
Quick PSA
Hey folks!
Sorry this one took so long, it has been a lot harder than I expected it would be to write while also watching the World Cup.
Before getting into it, I just wanted to say thank you (for the hundredth time) for t...
My Top Stock Of 2026 Just Reported Earnings - Here's Why I Bought More
First: Thank You!
Before getting into this piece, I just wanted to give a deep and heartfelt thank you to everyone who has subscribed since I launched my Substack a couple months back— our community has gone from 40 at the end of April...
The Great CPU Wars — Part 1
A Quick Promo Announcement
Hey folks! Before getting into the content of this piece, I just wanted to quickly mention that, as I unveiled in my previous post, I am offering my first 1,000 subscribers 2 months of paid subscription for f...
Nvidia Earnings: Why I'm Looking Elsewhere To Play The Agentic Era
A Quick Promo Announcement
Hey folks! Before getting into the content of this piece, I just wanted to quickly mention that, as I unveiled in my previous post, I am offering my first 1,000 subscribers 2 months of paid subscription for f...
I Called The Memory Supercycle - Why This Stock Could Be Its Unlikely Winner
A Quick Reflection On Performance
I figured I’d start this piece with a rundown of my performance to date since joining Substack because at the end of the day that’s why you’re here, right? To read some analysis, get some picks, make s...
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Authors
The writers behind this newsletter.
I write about stocks and stuff. Not financial advice. Jeremy
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