Nicolas
I write about early-stage investment ideas, asymmetric opportunities and mispriced narratives. This publication focuses on under-the-radar stocks, structural trends and deep-dive analysis.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 7 months ago | Last Issue | 2 months ago |
| Active | |||||
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snmart.substack.comLatest Issues
$AAOI: The Demand Is There. Now Comes the Hard Part.
Q2 confirmed the scale of the AI optics opportunity. Now AAOI has to turn capacity into revenue, margins and cash flow without diluting away the upside.
It’s been four months since I published my deep dive on , and since then there have be...
My Full Portfolio Reveal: The Road to $1,000,000
From less than €3,000 to €140,000 in two and a half years. Every stock I own, how I split my portfolio, and the strategy behind my road to $1,000,000.
After a few months on this platform, I’ve grown at a solid pace, even with the small bre...
Micron Just Showed Where the AI Money Is Going
The memory tax map: who collects, who pays, and why HBM, NAND, test, packaging, storage and CXL may be the next layer of the AI trade.
- Introduction
Two Ways to Play the Optical Bottleneck: IQE vs. Sivers Semiconductors
A deep dive into the InP supply chain, the AI data center bottleneck, and which stock now offers the cleaner risk/reward after Sivers massive run.
Disclaimer: I have sold $SIVE after a +820% return.
The Rearmament Era: Two Defense Pure-Plays I Am Buying for the Next Decade
A deep dive into the macro defense cycle, subsea security, counter-drone systems, directed energy, and two small-cap pure-plays positioned for the next decade.
- Introduction
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Subscribers, engagement, traffic and sponsorship for Nicolas.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I write about early-stage investment ideas, asymmetric opportunities and mispriced narratives before they become consensus. Focus: under-the-radar stocks, structural trends and deep-dive analysis.
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