my.stock.research
I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my 2k starting salary into a $1.5M+ portfolio, this is the research process/secret behind it 2 stock analysis a week + a Sunday market wrap $9.9/month
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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mystockresearch.substack.comLatest Issues
Two Morning Prompts I Use to Manage Portfolio Risk
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Warren Buffett’s famous rule: “Be fearful when others are greedy, and greedy when others are fearful”
I run these...
Full Deep Dive Thesis - Is #SKHY a BUY now at $150?
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2026 Q2 Earnings - Is #META a BUY now at $596?
Follow up thesis - Last thesis was in May
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5 Stocks in Semiconductor Capital Equipment & Process Control
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The AI Manufacturing Bottleneck
The biggest bottleneck in AI is no longer GPU demand.
It is the ability to manufa...
AI Infrastructure Weekly Intelligence - Week Ending August 1, 2026
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What Actually Happened
This was the week the AI infrastructure trade split into two very different stories.
Hyper...
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I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my $2k starting salary into a $1.5M+ portfolio, this is the research/secret behind it. 2 stock analysis a week + a weekly market wrap $9.9/month
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