Trader Joe
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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hitraderjoe.substack.comLatest Issues
Buying Humanoid Exposure Without the Humanoid Premium. Here's my first buy.
Finding value in an overhyped market
If you haven’t had time to read it yet, this article builds upon 50+ hours of research in a deep dive I sent out Friday on the Humanoid Actuation supply chain:
The Physical AI Investing Bible | Chapter 2.1: Humanoid Picks and Shovels - Actuation
Harmonic Reducers, Planetary Roller Screws, and More. The parts that move a humanoid.
Robotics is not a new field, but the humanoid form hasn’t been ideal for the tasks that robotics has been responsible for so far. As the industry starts...
The Physical AI Investing Bible | Chapter 1: Overview
Surgical robotics have already logged 14 million procedures. If you’re surprised by that figure so am I. Intuitive's da Vinci has been responsible for many of these and the stock has clearly benefitted along the way.
Let’s be clear, these...
It's Looking a Lot Like the 1970s
The biggest visible risk to the current stock market rally is higher inflation leading the Federal Reserve (Fed) to have to embark on another hiking cycle.
I often find it a chart crime when people just lazily overlay two charts from diffe...
Keel Infrastructure: Still Early or Too Late?
I found myself researching stocks today at 5am.. on a Saturday. It’s that kind of day.
I have had a couple messages from friends/supporters asking me to take a look into Keel Infrastructure, $KEEL. I do get a bit worried when I have multip...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Stocks and Macro. Managed my first multi-$bn fund at 27 for a Goldman spinout. I use a top down approach to identify high conviction, asymmetric ideas before they become mainstream. Covered photonics in mid-2025 and now focused on Edge / Physical AI.
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