Value & Momentum Portfolio
Investment ideas on Digital Infra, SaaS and Defense. Ex-M&A (Lazard, Rothschild). Opinions mine. Cheers from Paris.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 131 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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denisdoroshenko.substack.comLatest Issues
Analysts Raising Price Targets (23th May 2026)
Disclaimer: For informational purposes only, no investment advice.
Welcome to today’s market breakdown. Today we are examining a series of notable price target revisions that provide insight into current market trends. Analysts have update...
The Global E-Commerce Blueprint: How Amazon, MercadoLibre, and Sea Limited mirror each other at Different Scales.
Start with the question that almost nobody asks honestly. Are these three companies even comparable? The short answer is yes on architecture, no on substance. And that gap is the entire reason this piece is worth writing.
What is genuinely...
The Grid as the New Bottleneck: Mapping Hyperscaler CapEx Beyond the Chip
The AI buildout has officially shifted its primary constraint. The bottleneck is no longer silicon. Instead, the constraint is now substations. Hyperscaler CapEx is currently tracking toward ~$700B in 2026 across the four largest buyers, wh...
The Grid as the New Bottleneck: Mapping Hyperscaler CapEx Beyond the Chip
Let’s turn to a major shift happening in the AI space. The electrical grid has emerged as the new bottleneck for growth. Investors have spent a lot of time focused on computer chips, but we need to map where the hyperscaler capital expendit...
The AI Infrastructure Stack: Comparing 21 Companies Riding the Same Wave
The AI buildout is the largest capital cycle of our generation. Hundreds of billions of dollars a year now flow into the chips, the fabs, the tools that make the chips, the software that designs them, the optical fibers that connect them, a...
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Authors
The writers behind this newsletter.
Independent Research on AI, Semiconductors, SaaS & Defense by Denis D. | Former Investment Banker (Lazard, Rothschild). No investment advice.
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