Trader Joe
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 10 months ago | Last Issue | 8 days ago |
| Active | |||||
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hitraderjoe.substack.comLatest Issues
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, $KEEL. I do get a bit worried when I have multip...
CEVA Earnings Review: Edge AI is Arriving
Picking up pennies. But a lot of them.
“We are seeing a structural shift towards hybrid AI, where inference is increasingly moving to the device while more complex processing remains in the cloud or across connected systems. This right AI...
Arteris: The Small IP Player Benefitting As AI Chips Get More Complicated (1Q26 Earnings Review)
If you’ve been reading my Substack for at least a week, hopefully you were able to pick up some Arteris stock ($AIP), which is now up 20% since I posted about it last week. Given the performance, I’ve removed the paywall so that everyone ca...
Synaptics (SYNA) 3Q26 Earnings Review. The Edge AI company enabling robotics.
For better or for worse, the robots are coming and AI will be in everything. Like Thanos, it is inevitable. You might as well invest in it to fund humanity’s defense in the future. Jokes aside (haha?), we all know that it’s a matter of time...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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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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