Rapporto di Area alternatives: newsletters like it

SubstackWeekly · last post 15 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

2 shared topics

Substacklast post Jun 24, 2026

From recent posts: Fabricated Knowledge publishes in-depth articles and podcast episodes on technology's socioeconomic impact, covering topics like AI displacement, robotics manufacturing, and labor economics. The publication targets…

Likely audience: Robotics industry analysts

1 shared topic

SubstackSeveral times a week · last post yesterday

From recent posts: MultiVersial publishes weekly issues combining psychological essays on workplace behavior with financial and tech roundups covering AI infrastructure, semiconductor supply chains, and major corporate earnings. The…

Likely audience: Startup founders

1 shared topic

SubstackWeekly · last post 4 days ago

From recent posts: Programmable Mutter publishes long-form essays on AI governance, technological economics, and international relations theory for an audience of policy analysts and academics. It features critical analyses of figures…

Likely audience: Tech policy analysts

1 shared topic

SubstackWeekly · last post 7 days ago

From recent posts: Irrational Analysis publishes weekly engineering critiques and market memos focused on semiconductor hardware, optical communications, and AI chip manufacturing. The content targets investors and industry professionals…

Likely audience: Semiconductor engineers

1 shared topic

SubstackMonthly or less · last post 59 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 yesterday

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

SubstackWeekly · last post 5 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

SubstackSeveral times a week · last post yesterday

FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

Likely audience: AI infrastructure investors

1 shared topic

SubstackWeekly · last post 2 days ago

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

Likely audience: Portfolio managers

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: This publication delivers daily analysis of semiconductor industry trends, AI infrastructure supply chains, and data center energy procurement. It targets investors and industry professionals with specific reports on…

Likely audience: Semiconductor industry analysts

1 shared topic

SubstackWeekly · last post 14 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

SubstackSeveral times a week · last post 3 days ago

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along…

Likely audience: Semiconductor engineers

1 shared topic

SubstackSeveral times a week · last post 10 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

SubstackWeekly · last post 14 days ago

Likely audience: data centre industry professionals

1 shared topic

SubstackMonthly or less · last post Sep 8, 2026

nature be my god | thermodynamics flows through all things | neoromantic | complex & adversarial systems | dyads | deep technology | finance | Biofoundationalism.com | Donations…

Likely audience: Philosophers

1 shared topic

SubstackWeekly · last post 11 days ago

涮涮九等 | 投資升等｜Upgrade Your Investment 真正在線外資金融圈經驗的九等，每週撰寫原創投資的觀察文章、股票市場開市期間的即時事件的投資看法，錄製語音讓大家更容易獲取投資想法，和你一起拓展國際及台灣金融投資視野，替你整理出清晰有條理的觀點

Likely audience: Taiwanese investors

1 shared topic

SubstackEvery two weeks · last post 15 days ago

From recent posts: The Emerging Technology Observatory publishes data-driven analysis on semiconductor supply chains, AI governance, and research forecasting trends. It serves researchers and industry professionals with specific reports…

Likely audience: Policy makers

1 shared topic

SubstackSeveral times a week · last post 9 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 19 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 12 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

SubstackMonthly or less · last post Aug 19, 2026

Likely audience: AI infrastructure engineers

1 shared topic

SubstackSeveral times a week · last post 6 days ago

We summarize the best research on the web

Likely audience: investors

1 shared topic