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Emerging Tech Investments

Michael Spencer
Tens of paid subscribers

ETI discusses companies that may bring new technologies to market, with an emphasis on micro-cap stocks and emerging businesses and startups.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues363Founded5 years agoLast Issue7 days ago
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Latest Issues

A Classic Quantum Startup to Watch

I peg them as an early SPAC of 2027.

Emerging Quantum Opportunity (early 2027)

7 days ago
7
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Are National Defense Stocks Undervalued?

Which drone, space and national defense stocks look cheap and reasonable right now.

As bond yields have gone up, there has been a bear market correction in several industries. This is especially true as you can imagine for small caps. Yet...

8 days ago
15
Paid

A Surging Hybrid Neo Cloud Just got a Visibility Boost

Anthropic has spoken. Emerging Neo Clouds do hold upside. Akamai is an exceptionally well diversified Cambridge firm.

Good Morning

19 days ago
12
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What to buy in a Housing Recession?

Share

Good Morning,

Today I have an unusual equity to name and for us to analyze together. While some aspects of the U.S. economy look fairly strong, others do not. This presents potentially some buying opportunities, if you know where t...

22 days ago
12

The European Sovereign Neo Cloud of the Future

What is the next major Neo Cloud to go public?

Good Morning,

a month ago
17
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  • Michael Spencer

    \ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.

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