StreetSignal
Markets are drowning in information. Earnings calls, conference Q&A, interviews, analyst notes, channel checks, transcripts and random comments. We do the digging, the cross-checking and the thinking. Then we give you what matters — and why.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1044 | Founded | 6 years ago | Last Issue | 31 hours ago |
| Active | |||||
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streetsignal.substack.comLatest Issues
50 Data Points You Should See
Week Ending 10/16/2026
#46 was an interesting to us, yet we think its a building consensus view ahead on model use dispersion. The real question is how far along that move is and the growth of frontier model needs outside of that dispersio...
StreetSignal After The Close
StreetSignal After the Close — October 16, 2026
The AI Trade Has Gone From Insatiable Demand to Who’s Going to Pay for It
TSMC is reporting extraordinary demand, Nvidia says CoreWeave’s cost of capital is declining, Anthropic is g...
“It’s Just Technicals”
“It’s Just Technicals”
What the credit market’s warnings in 2007 tell us about the AI financing debate in 2026
In March 2007, with subprime lenders closing at a rate of several a month, Credit magazine summed up the prevailing trade in...
StreetSignal Morning Call 10/16/2026
We absorbed that OpenAI was doing $50B in annualized revenue, not $70B, with gross-versus-net accounting muddying the comparison.
We absorbed that OpenAI was doing $50B in annualized revenue, not $70B, with gross-versus-net accounting mudd...
SMTC Analyst Day 2030 EPS Targets
What a wild day in the market, in semis and in SMTC during its data center analyst day.
What a wild day in the market, in semis and in SMTC during its data center analyst day. Fifteen percent swings like it’s crypto, although even crypto d...
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