Best AI Infrastructure Investment Cycles Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover AI infrastructure investment cycles as a primary topic, 2 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Merkor Research (200).
Updated Nov 11, 2026 · sorted by publicly shown subscribers · methodology
- 1Merkor Research200 subscribers
SubstackEvery two weeks · last post 6 days ago
From recent posts: Merkor Research publishes deep-dive analysis on financial markets and macroeconomics. Recent issues cover Federal Reserve policy and AI infrastructure valuation, September bond market seasonality and energy-driven…
Likely audience: financial analysts
- 2
SubstackWeekly · last post 14 days ago
I analyze quality businesses through deep research, focusing on moats, margins and long-term value creation. I publish detailed company deep dives, portfolio insights and high-conviction ideas for investors who care…
Likely audience: Semiconductor industry analysts
- 3
Substacklast post Jul 10, 2026
Esta es la newsletter de Astralis Funds Academy, donde cada semana encontrarás formación en fondos de inversión y análisis en profundidad de nuevos fondos.
Likely audience: gestores de cartera
Latest posts from these newsletters
- Treasury-ing the…Merkor Research
- How to…Moats & Margins
- ASML and…Moats & Margins
- ASML: The…Moats & Margins
- Three stocks…Moats & Margins
- What a…Merkor Research
- Seasonal errors…Merkor Research
- Merkor Research…Merkor Research