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Delphic Alpha

Substacknewsletter · by oracle

Mid-frequency alpha research. What survives after costs, at the frequency where solo quants can compete.

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Audience
Not shown publicly
We show a dash rather than guess
Observed frequency
Several times a week
From 10 posts indexed in the last 90 days
Last post
Nov 7, 2026
7 days ago
Likely audience
self-directed investors
Inferred from post content

Delphic Alpha is a Substack newsletter by oracle covering critical minerals supply chain, rare earth mining and refining and copper and grid infrastructure for AI data centers. NewsletterFIT indexed 10 posts from it in the last 90 days, most recently on Nov 7, 2026.

Topics

  • critical minerals supply chain
  • rare earth mining and refining
  • copper and grid infrastructure for AI data centers
  • mining stock portfolio strategy
  • China export controls on critical minerals

Recent posts

  • Inside a…
  • Delphic Scrolls…
  • Weekly Strategy…
  • Asset Focus…
  • The Week…
  • [Research] AI…

Sponsors detected

No sponsored posts detected in the last 180 days of indexed posts.

Detected automatically from posts marked as sponsored. Detection can miss or misread placements.

See the full picture on Delphic Alpha

Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.

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Compiled from public pages · refreshed Nov 9, 2026 · How NewsletterFIT collects and labels data