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Substack von StocksBot

StocksBot

Mein persönlicher Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues13Foundeda year agoLast Issue2 months ago
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Latest Issues

Everybody is Asking, But Nobody Can Answer: Are We in a Bubble?

Recently, I’ve been seeing more and more posts on X and Substack from people worrying about a 2000 dot-com-style crash. $QQQ at all-time highs, semiconductor stocks at all-time highs, RAM shortages, MAMA stocks ($META, $GOOG, $MSFT, $AMZN)...

2 months ago
8
2

Keeping up with my holdings: $RDC Redcare Pharmacy

Keepin’ up with my holdings: $RDC Redcare Pharmacy,

I wrote my last article about $RDC on January 15th, 2026. That was exactly three months and 11 days ago. The day I published that piece, $RDC was trading at around €65. Since then, the...

3 months ago
2

SaaSpocalypse, digging out the Worthy

SaaSpocalypse: Digging Out the Worthy

The Data/Traceability/Accountability Moat: Three Scenarios


Scenario 1: The Lab Technician

Imagine you are a lab technician working in safety testing (let’s say new agricultural chemicals...

3 months ago
3
1

Iran War Memo, my thoughts as a market participant.

Now… a month into “Operation Fury.” Israel bombs Iran, the U.S. bombs Iran, Iran bombs back, the GCC is being bombed, Hormuz is “closed”… Oil fields are shutting down; apparently, talks are being held, but after markets close, rockets start...

4 months ago
3

MAMA: The $600 Billion AI Capex Bet

I haven’t had much time to post lately, as I started a new job this week. I’m still getting used to my new “routine.”

Still, I have been browsing from time to time, skipping over the recent earnings releases. What caught my attention the m...

6 months ago
7
5

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