Outlier Capital
10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth with high-conviction plays.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 6 months ago | Last Issue | 19 days ago |
| Active | |||||
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outliercapx.substack.comLatest Issues
Power & Cooling Thesis (I) – 5 Stocks on the Two Walls the GPU Trade Keeps Hitting (5x+ Upside)
The rack is no longer a computer. It is a power plant that happens to contain GPUs. Five names that own the watts, the heat rejection and the integration.
The first wall was power. The second was heat.
Outlier Capital Portfolio | First Week of October, 2026 Update
+36.64% YTD. Update on key portfolio moves, performance, and the highest-conviction most asymmetric risk-adjusted long stocks.
Welcome to this week’s update.
Insider Watchlist: Ranking by Growth Conviction – October 2026 Edition
Welcome to the Insider Watchlist section.
Welcome to the Insider Watchlist section.
The Market Is Repeating the 1999 Pattern. Is the Lost Decade Beginning?
A general-purpose technology. A capex boom large enough to move GDP. A market priced for a decade of profits that have not all arrived. A chorus, getting louder this week, that the next stop is a crash and then a lost decade.
That chorus i...
Outlier Capital Portfolio | Last Week of September, 2026 Update
+42.47% YTD. Update on key portfolio moves, performance, and the highest-conviction most asymmetric risk-adjusted long stocks.
Welcome to this week’s update.
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth. Not financial advice.
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