Delphic Alpha alternatives: newsletters like it
7 newsletters in the NewsletterFIT index cover the same topics as Delphic Alpha (critical minerals supply chain, rare earth mining and refining and copper and grid infrastructure for AI data centers). The closest matches are Macro King, CKM Newsletter and PROOF. Reads. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 15, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About Delphic Alpha
Mid-frequency alpha research. What survives after costs, at the frequency where solo quants can compete.
- critical minerals supply chain
- rare earth mining and refining
- copper and grid infrastructure for AI data centers
- mining stock portfolio strategy
- 1Macro King16K subscribers
SubstackSeveral times a week · last post 2 days ago
From recent posts: Macro King publishes weekly analysis on critical minerals, gold exploration, and uranium mining, focusing on infrastructure financing, regulatory shifts, and junior company valuations for investors and industry…
Likely audience: Macro strategists
1 shared topic
- 2
LinkedInEvery two weeks · last post 34 days ago
The DRC & ZMB’s Top Mining News Platform | Your top stories this week
Likely audience: Mining executives
1 shared topic
- 3
LinkedInEvery two weeks · last post 32 days ago
What
Likely audience: aerospace and defense manufacturers
1 shared topic
- 4
SubstackDaily · last post 9 days ago
From recent posts: Chinafiles publishes a daily Asian press review covering geopolitics, economics, and tech across China and neighboring countries. It is written for readers tracking regional news from an Asian perspective.
Likely audience: Asia-focused readers
1 shared topic
- 5
LinkedInEvery two weeks · last post 32 days ago
Comprehensive reportage on the mineral resources sector news across Europe, Central Asia, Mongolia & Caspian region
Likely audience: commodity investors
1 shared topic
- 6
SubstackMonthly or less · last post 39 days ago
From recent posts: The publication covers energy sector investment and technology, focusing on topics such as the electron supercycle, physical AI, and AI-driven energy demand. It features analytical essays and interviews that examine…
Likely audience: Investors
1 shared topic
- 7
SubstackMonthly or less · last post 11 days ago
A publication by CLAI VC, a venture fund at the intersection of climate and AI
Likely audience: climate tech investors
1 shared topic
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