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 | 38 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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hitraderjoe.substack.comLatest Issues
Burry is probably right, but early.
Are stocks in a bubble? Part 2: Supply
This is Part 2: Supply in the Are stocks in a bubble? series. If you haven’t read Part 1 yet, I would start there:
Note to Paid Subscribers - Make Sure to Join the Chat
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Hi, I realize that some of you may be new to Substack. If you haven’t joined our Subscriber community chat on Substack already please do so - either on the app or via desktop. I post m...
Citadel Gets its GameStop Revenge
Citadel has bought the remnants of the Situational Awareness fund blowup and people are asking if they also caused it.
I managed my first multibillion dollar fund at 27 for a Goldman spinout and then went on to manage over $10 billion in a...
Is Qualcomm a Buy?
The smartphone chipmaker is leaning into AI
Qualcomm is the world’s second largest smartphone chipmaker behind MediaTek but dominates the premium segment. They’re now making a push into the AI datacenter space, but first, let’s review how...
Beyond the Headlines: GOOG & NOW Earnings Review
GOOG
Alphabet beat revenue expectations with Cloud as the main driver growing 82%. Q2 capex came in above estimates and management raised full year capex guidance. Free cash flow also turned negative this quarter for the first time eve...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Stocks and Macro. Managed my first multi-$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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