stockmarketnerd.beehiiv.com alternatives: newsletters like it

24 newsletters in the NewsletterFIT index cover the same topics as stockmarketnerd.beehiiv.com (Semiconductor manufacturing, Financial reporting and AI chip demand). The closest matches are Andrew Lu on global semis and techs, StockOpine’s Newsletter and The Dutch Investors 🦁. 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

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  1. 1

    SubstackSeveral times a week · last post 10 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

    2 shared topics

  2. 2

    SubstackEvery two weeks · last post 14 days ago

    From recent posts: StockOpine's Newsletter publishes in-depth financial analysis and portfolio updates on technology and consumer stocks, specifically focusing on semiconductor manufacturing, AI infrastructure economics, and ride-hailing…

    Likely audience: Investors

    2 shared topics

  3. 3

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: The Dutch Investors 🦁 publishes weekly earnings updates for European companies alongside deep-dive analysis on semiconductor manufacturing and investment research tools. The publication targets investors seeking…

    Likely audience: Financial analysts

    2 shared topics

  4. 4

    SubstackSeveral times a week · last post 8 days ago

    From recent posts: Culpium, by Tim Culpan, publishes weekly data-driven analysis and reporting on the AI semiconductor supply chain, including proprietary indices like CASCI and coverage of TSMC, Terafab, and major AI company valuations…

    Likely audience: tech investors

    2 shared topics

  5. 5

    beehiivDaily · last post today

    From recent posts: This publication delivers daily briefings on tech, business, and AI news, covering topics like Anthropic's internal safety assessments, Meta's open-weight models, and AI regulation. It targets readers interested in…

    Likely audience: Founders and operators of tech startups

    1 shared topic

  6. 6

    SubstackSeveral times a week · last post yesterday

    From recent posts: The Daily Brief by Zerodha publishes weekly curations of Indian market stories, economic policy analysis, and industry developments such as EV manufacturing and steel trade. The publication targets investors and…

    Likely audience: Policy analysts

    1 shared topic

  7. 7
    AI In Finance129K subscribers

    SubstackSeveral times a week · last post 6 days ago

    From recent posts: AI In Finance publishes practical guides, live sessions, and tool reviews focused on using AI to automate financial reporting and create board-ready narratives for CFOs and FP&A professionals. The publication…

    Likely audience: CFOs

    1 shared topic

  8. 8
    Hunterbrook Media96K subscribers

    SubstackWeekly · last post 13 days ago

    From recent posts: Hunterbrook Media publishes investigative reports on corporate governance, real estate fraud, and AI privacy risks targeting Wall Street and tech giants. The publication mixes hard-hitting financial exposés with…

    Likely audience: Financial journalists

    1 shared topic

  9. 9
    Seaside Success Story66K subscribers

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: Seaside Success Story publishes financial analysis on corporate capital expenditure and Federal Reserve policy, targeting investors and professionals tracking market trends. The publication covers topics such as…

    Likely audience: Investors

    1 shared topic

  10. 10
    Maritime Analytica50K subscribers

    SubstackDaily · last post 10 days ago

    From recent posts: Maritime Analytica publishes data-driven analysis of shipping, ports, and logistics, covering topics such as AI adoption in port operations, freight rate trends, cargo inspection compliance, nuclear shipping research…

    Likely audience: Logistics managers

    1 shared topic

  11. 11
    Bismarck Brief33K subscribers

    SubstackWeekly · last post 15 days ago

    Intelligence-grade analysis of key industries, organizations, and live players.

    Likely audience: supply chain analysts

    1 shared topic

  12. 12
    Metals and Miners 29K subscribers

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: Metals and Miners publishes weekly articles and interviews focused on commodity markets, specifically covering gold, silver, uranium, and energy sectors alongside macroeconomic analysis of inflation and debt. The…

    Likely audience: Portfolio managers

    1 shared topic

  13. 13
    Rebound Capital26K subscribers

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: Rebound Capital publishes a mix of financial analysis and market commentary, primarily covering semiconductor equipment, earnings reviews of major tech companies, and stock rebound strategies. Content ranges from deep…

    Likely audience: Investors

    1 shared topic

  14. 14
    All Things AI20K subscribers

    Substacklast post Jul 28, 2026

    From recent posts: All Things AI publishes in-depth analysis on semiconductor lithography, AI hardware supply chains, and corporate governance within the AI sector. The publication targets investors, industry analysts, and tech…

    Likely audience: Semiconductor industry analysts

    1 shared topic

  15. 15
    SEMIVISION @_@19K subscribers

    SubstackDaily · last post 10 days ago

    From recent posts: SEMIVISION publishes deep-dive technical analysis on semiconductor manufacturing, AI infrastructure, and global supply chain dynamics for industry professionals and investors. Content ranges from engineering feasibility…

    Likely audience: Semiconductor industry analysts

    1 shared topic

  16. 16
    Tech Investments19K subscribers

    SubstackWeekly · last post 11 days ago

    In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the…

    Likely audience: AI researchers

    1 shared topic

  17. 17
    Damnang’s Substack14K subscribers

    SubstackSeveral times a week · last post 16 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

  18. 18
    Chipstrat13K subscribers

    SubstackWeekly · last post 16 days ago

    Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

    Likely audience: AI infrastructure investors

    1 shared topic

  19. 19

    SubstackSeveral times a week · last post 11 days ago

    From recent posts: The publication delivers deep financial analysis of public companies across sectors like semiconductors, medical devices, industrials, and payments. It evaluates business quality through metrics such as cash flow…

    Likely audience: Investors

    1 shared topic

  20. 20
    PhotonCap11K subscribers

    SubstackWeekly · last post 20 days ago

    Seeing tech through a different wavelength. Photonics & semiconductor research

    Likely audience: Semiconductor industry analysts

    1 shared topic

  21. 21
    FutureRadar9K subscribers

    SubstackMonthly or less · last post 13 days ago

    From recent posts: FutureRadar is a French-language technology newsletter covering AI industry news, regulation, security vulnerabilities, and corporate developments such as OpenAI, Google, Meta, and NVIDIA. It is written for readers…

    Likely audience: cybersecurity leaders

    1 shared topic

  22. 22
    Daily Journal8K subscribers

    SubstackSeveral times a week · last post 9 days ago

    From recent posts: Daily Journal publishes weekly tech news covering AI company earnings, regulatory litigation, semiconductor manufacturing, and LLM launches. The publication targets readers interested in the financial and operational…

    Likely audience: Tech investors

    1 shared topic

  23. 23
    Ale Inversor 8K subscribers

    SubstackSeveral times a week · last post 12 days ago

    Blog único sobre inversión y bolsa con contenido sobre análisis y valoración de empresas, software en EXCEL, listados etc He creado mi propia WEB para analizar empresas ¡Espero que os aporte valor y os ayude en la toma…

    Likely audience: investors

    1 shared topic

  24. 24
    Jason's Chips8K subscribers

    SubstackEvery two weeks · last post 57 days ago

    From recent posts: Jason's Chips publishes weekly technical analysis of the Hot Chips conference, covering CPU and GPU architectures, memory shortages, and AI hardware advancements. The publication targets engineers and investors seeking…

    Likely audience: AI infrastructure architects

    1 shared topic

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