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 | 23 | Founded | 7 months ago | Last Issue | 43 hours ago |
| Active | |||||
Read this Newsletter
snmart.substack.comLatest Issues
The Rare Earth Opportunity Hiding in Old Magnets
China dominates the supply chain. Western buyers are paying huge premiums. I looked into two small cap recyclers to see whether the economics add up.
- Introduction
The AI Optical Bottleneck Is Just Getting Started
Why 1.6T, optical scale-up and a shortage of qualified lasers could make photonics one of the best trades of 2027
The trade of 2026 has been memory. I think one of the trades of 2027 will be photonics.
$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
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Nicolas.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for Nicolas?
You can find recent issues that have been published by Nicolas on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Nicolas have?
To see how many people subscribe to Nicolas, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Nicolas?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Nicolas as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Nicolas?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Nicolas using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Nicolas?
Scroll up to where it says Related Newsletters to see other publications like Nicolas. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Nicolas?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.