Trader Joe
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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hitraderjoe.substack.comLatest Issues
How to Manage Drawdowns
Dealing with a large drawdown can feel like a death. A death of a future you saw around the peak whether it was professional aspirations, life changing money, or personal validation.
It’s in tough situations where true character (and proce...
Anatomy of a Robot Brain | Physical AI: 2.3 - Humanoid Compute
Investing in the parts that let a humanoid think.
There are more possible states that a humanoid can be in than there are atoms in the universe. It sounds so intuitively off at first but the math checks out. A typical humanoid has (at leas...
Brief Note on Positioning and Market Outlook
We continue to see a momentum/growth to value/quality rotation as anticipated and on an index level we haven’t sold off too much.
We continue to see a momentum/growth to value/quality rotation as anticipated and on an index level we haven’...
Agility Robotics is Going Public
Churchill Capital Corp XI (NASDAQ: $CCXI), a SPAC ran by Michael Klein, announced an agreement on June 24th to merge with Agility Robotics valuing them at a $2.5 billion pre-money equity valuation and listing them on the NASDAQ under $AGLT....
The Physical AI Investing Bible | 2.2 - Humanoid Picks and Shovels - Sensing
Cameras, Depth, LiDAR, and IMUs. The parts that let a humanoid see.
In the last chapter we went through Actuation - the “muscles” that move a humanoid.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Trader Joe.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Stocks and Macro. Managed my first multi-$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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