Data Centre News with Andy Davis alternatives: newsletters like it

SubstackMonthly or less · last post 58 days ago

First-principles analysis of capital markets, AI, technology, and the systems shaping the future of finance.

Likely audience: AI investors

1 shared topic

SubstackSeveral times a week · last post 10 days ago

From recent posts: 老猫美股研究 publishes a mix of market analysis and thematic essays on technology and economics. Content ranges from sector-specific stock commentary (AI infrastructure, semiconductor ETFs) and industry shifts (GPU pricing…

Likely audience: investors

1 shared topic

SubstackEvery two weeks · last post 21 days ago

From recent posts: A Havenstein Moment publishes desk-clearing roundups and transcripts on inflation, Federal Reserve policy, AI infrastructure, private equity, and bond markets, mixing current financial commentary with historical…

Likely audience: investors

1 shared topic

SubstackWeekly · last post 13 days ago

Occasional observations about markets, data, and the broader world.

Likely audience: Portfolio managers

1 shared topic

SubstackWeekly · last post 13 days ago

Whether it's through my corporate success, my writing, or my teaching, I am committed to making a difference in the business world and helping others succeed.

Likely audience: Computer scientists

1 shared topic

SubstackEvery two weeks · last post Aug 25, 2026

From recent posts: A technology newsletter analyzing AI infrastructure, market valuations, and defense tech through an investor lens. Each issue pairs a macro thesis (AI capex cycles, energy costs, stock correlations) with a specific…

Likely audience: financial analysts

1 shared topic

SubstackWeekly · last post 14 days ago

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits…

Likely audience: semiconductor industry analysts

1 shared topic

SubstackSeveral times a week · last post 9 days ago

Former senior analyst at a leading investment firm, now sharing how I invest my own money each week—in plain English. Join 500,000+ investors getting clear, actionable insights on stocks, crypto, and real estate.

Likely audience: market analysts

1 shared topic

SubstackSeveral times a week · last post 8 days ago

From recent posts: White Fang publishes financial analysis on macroeconomic trends, cryptocurrency security, and corporate capital allocation. The publication targets investors and market observers interested in data-driven insights on…

Likely audience: Investors

1 shared topic

SubstackEvery two weeks · last post 18 days ago

From recent posts: Lorenzo2cents publishes concentrated equity research on AI infrastructure and consumer tech companies, blending compute buildout analysis (Nebius, CoreWeave, SpaceX) with fundamental stock theses on names like AppLovin…

Likely audience: tech investors

1 shared topic

SubstackSeveral times a week · last post 11 days ago

From recent posts: The Learning Curve publishes AI industry analysis and developer workflows, featuring interviews on topics like AI bubble analysis and autonomous agent development. It targets professionals in software engineering…

Likely audience: inversores tecnológicos

1 shared topic

SubstackSeveral times a week · last post 5 days ago

We summarize the best research on the web

Likely audience: investors

1 shared topic

SubstackWeekly · last post 8 days ago

Curated highlights of tech, investments, and more from the Asia market - in case you missed it!

Likely audience: Venture capitalists

1 shared topic

SubstackEvery two weeks · last post 9 days ago

A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.

Likely audience: Value investors

1 shared topic

SubstackEvery two weeks · last post 12 days ago

Likely audience: Investment analysts

1 shared topic

SubstackWeekly · last post 13 days ago

From recent posts: The Julius Weekly ETF Portfolio Report publishes bi-weekly updates on a personal finance writer's specific ETF holdings, covering sector performance in semiconductors, nuclear energy, and quantum computing alongside…

Likely audience: retail investors

1 shared topic

SubstackEvery two weeks · last post 12 days ago

Likely audience: Economic analysts

1 shared topic

Substacklast post Jul 25, 2026

Thematic research and stock deep dives. Finding outliers in a sea of noise.

Likely audience: investors

1 shared topic

Substacklast post Aug 4, 2026

How to create better healthtech products. Learn from someone with almost 10 years of healthcare experience. Join 3300+ founders, clinicians, and executives for free.

Likely audience: Product managers

1 shared topic