RJC Capital is a concentrated long-short portfolio manager sharing research, ideas, and observations on markets and technology. Focused, independent, and aligned with real capital at work.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 49 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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rjccapitalgroup.substack.comLatest Issues
SK Hynix and Sandisk unveil HBF Standard, Targeting Bandwidth comparable to HBM
Presenting AI Memory Solutions at ‘FMS 2026’
Sandisk and SK hynix have issued a technical specification for High Bandwidth Flash. The HBF offers considerably more capacity than HBM and higher bandwidth than SSD. The release comes after the...
Bounded, Unbounded
An overly simplified explanation of what Kimi means for NAND demand.
Total NAND demand for AI cache storage across a cluster is approximately the product of four terms:
What I Read This Week (7/19/26)
China's open-source AI and data push; record market issuance; AI elasticity and the DRAM cycle; IBM's budget shock; Nvidia's export-control clampdown; Trump and Xi deepen ties; data-centre owners seek
Here's what I read this week. The sour...
What to Invest in If You Missed Memory
There are two common regrets in the stock market
There are two common regrets in the stock market. The first is missing the trade. The second, more expensive one, is chasing something you’re not fully confident in. has risen nearly 1,000%...
Portfolio Review 7/5/26
Hello everyone, thank you as always for reading and supporting my work.
Hello everyone, thank you as always for reading and supporting my work. The portfolio is down 10.10% over the past week. The biggest driver of the market right now is...
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Authors
The writers behind this newsletter.
RJC Capital is a concentrated investor sharing research, ideas, and observations on markets and technology. Not Financial Advice.
Growth Investing | Deep Fundamental Research | Not Investment Advice | DYOD
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