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Martin’s Newsletter

Martin Shkreli

Investing, science and technology.

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Substack
PricingOnly free issuesPublishesWeekly
Issues29Founded4 years agoLast Issue3 months ago
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Latest Issues

SF Trip: March 2026 - Part 2: Peptides

Have you ever had the thing that you know a lot about become the current thing? That’s happening now with “peptides”.

Holy shit, I don’t know where to start.

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3 months ago
90
12

SF Trip: March 2026 - Part 1: Agents

San Francisco’s tech scene is your favorite manic depressive artist: crazy but speaks an indelible truth. Stripping away the businesses, the funds, the ideas—the people are the unqualified redeeming asset. Nowhere in our great country do yo...

3 months ago
63
8

Photonic Computing: The Final AI Hardware Frontier (long QCLS)

I’ve spent the last few months studying photonic (optical) computing. Optical hardware is suddenly becoming a hot topic on Wall Street. But let’s look at why optical computing may be the next shift in AI hardware.

GPUs are important becaus...

3 months ago
87
15

Quantum Computing: 2075?

Quantum Computing: 2075?

We see the giants of technology talk about quantum computing: Google, Microsoft, Amazon, IBM. We see newcomers who have dreams of greatness do the same. Why? What’s happening?

Trump recently said that the economy...

a year ago
92
7

Short Quantum Computing - Several 90%+ downside stocks with clear catalysts - Part 1

Quantum computing stocks have rallied dramatically in the last month, ostensibly due to Google’s “Willow” announcement on December 9th. We will explain all of this, and why these stocks are so humorously overvalued, they conjure the dot-com...

a year ago
204
25

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