JP Insights alternatives: newsletters like it
4 newsletters in the NewsletterFIT index cover the same topics as JP Insights (Marvell stock analysis, Semiconductor earnings and Custom silicon). The closest matches are Outperforming the Market , The Tech Investor and P Equity Research. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 13, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About JP Insights
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
- Marvell stock analysis
- Semiconductor earnings
- Custom silicon
- XPU attach
- 1Outperforming the Market 26K subscribers
SubstackSeveral times a week · last post 11 days ago
From recent posts: This publication delivers weekly market updates and in-depth stock analysis on technology companies, specifically focusing on AI-driven growth in semiconductors, data platforms, and cybersecurity. It targets investors…
Likely audience: Financial analysts
1 shared topic
- 2The Tech Investor11K subscribers
SubstackEvery two weeks · last post 12 days ago
From recent posts: The Tech Investor delivers earnings-focused analysis of the semiconductor and cloud infrastructure sectors. Recent issues break down quarterly results for major players like Alphabet, Microsoft, Intel, ASML, TSMC…
Likely audience: Investors
1 shared topic
- 3P Equity Research2K subscribers
SubstackDaily · last post 11 days ago
From recent posts: P Equity Research publishes expert-level interviews and financial inquiries focused on AI infrastructure, semiconductor supply chains, and hyperscaler capital expenditure. Content consists of structured analyst…
Likely audience: Investment analysts
1 shared topic
- 4
SubstackSeveral times a week · last post 7 days ago
Welcome to The Boring Investor Substack. On this page I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. No…
Likely audience: investors
1 shared topic
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