Kumquat Research
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 4 months ago | Last Issue | 5 days ago |
| Active | |||||
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kumquatresearch.substack.comLatest Issues
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...
Why This Photonics Stock Is One Of My Largest Holdings
A Quick Musing On Fallacies
The year is 2023. Well, it’s actually New Year’s Eve 2023 and you’re reflecting on what a great year it has been for your portfolio. Your top winner? Why, it’s Nvidia (NVDA), of course, which closed the last...
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Authors
The writers behind this newsletter.
I write about stocks and stuff. Not financial advice. Jeremy
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