Equity Empire
Colin Tedards, John McHughInvesting Newsletter from Colin Tedards - host of The Investor Channel on YouTube. Colin Tedards specializes in technology, software, and retail stocks. This newsletter will contain updates, exclusive videos and research from these sectors and more.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 97 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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theinvestorchannel.substack.comLatest Issues
I Found Nebius Before It Soared 512%. Here's The Next One.
By John McHugh, Equity Empire Small Cap Research
On December 5, 2024, I published a report on Nebius Group .
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The stock was around $31.
No Wa...
Four Months Ago I Wrote About the Optical Networking Bottleneck - - Goldman Sachs Just Called It a Mega-Trend.
By John McHugh, Equity Empire Small Cap Research
Back in December 2025, I published a piece called “The $100 Billion Bottleneck Nobody’s Talking About.”
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OpenAI Missed Its Numbers. The AI Bull Case Just Got Stronger.
OpenAI just missed its revenue and user targets.
Their own CFO is worried they can’t pay for the data centers they ordered.
The Wall Street Journal called it the first crack in the AI trade.
They’re reading it backwards. This story is th...
The Grid Can't Keep Up - - And Washington Is Finally Paying Attention
By John McHugh, Equity Empire Small Cap Research
It’s 2026, and the world is focused on artificial intelligence.
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Data centers are popping up a...
How One Tiny Company May Hold the Key to the Next Trillion-Dollar AI Infrastructure Shift
By John McHugh, Equity Empire Small Cap Research
There’s a moment in the history of every great technological transition when the people who understand it can barely get anyone to listen.
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