R-Capital's Substack
R-Capital ResearchI find high-quality companies at attractive valuations. Hopefully some of them interest you!
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 8 months ago | Last Issue | 40 hours ago |
| Active | |||||
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rfund.substack.comLatest Issues
Hyperscalers, $ARM’s AGI CPU, $AMD’s Helios Vs. $NVDA’s Rubin, $META, and How We Are Positioned Going Forward.
The Akashic Records
The akashic records is said to be a cosmological, and somewhat mystical, database - or library - holding every piece of knowledge that exists (and will exist).
In a similar spirit, we have condensed a lot of sporadic...
Cerebras ($CBRS) Isn't a Chip Company
If your engineers are being paid $500,000+, then waiting for a coding agent to produce something useful becomes expensive. - Paraphrasing Dylan Patel…
Running some simple calculations gives us a ballpark estimate for this ‘waiting cost‘....
Why Every Investor Should Look At MP Materials Corp (NYSE: $MP)
China controls 60% of the world’s mined rare earth production. This supply-side bottleneck is further worsened when 90% of processed minerals are managed by China. These elements are critical for mission-critical applications: aerospace & d...
Why I’m Buying Cadence Design Systems ($CDNS)
At the start of 2026, software was brutally sold off. Fears bubbled surrounding AI generating the same functionality as a Salesforce ($CRM) or a Datadog ($DDOG). Investors were asking how many years were left before they were deemed redunda...
Why I'm Buying Defence and Rare Earths
The agenda:
This is a quick writeup of why I'm reallocating capital and where I'm positioning. Lately I've been researching defence and rare minerals - additionally, I think India is interestingly placed to benefit from the energy b...
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Authors
The writers behind this newsletter.
I studied Computer Science and worked as a Software Engineer. I've been running my own tech-concentrated portfolio since 2018.
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