Best AI Market Valuation Newsletters in 2026
NewsletterFIT tracks 4 newsletters that cover AI market valuation as a primary topic, 3 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Donald’s Substack (3K) and Al Anany (2K).
Updated Nov 11, 2026 · sorted by publicly shown subscribers · methodology
- 1Donald’s Substack3K subscribers
SubstackWeekly · last post 10 days ago
From recent posts: Donald's Substack publishes weekly market analysis covering AI infrastructure, semiconductor cycles, and Federal Reserve policy impacts on equity volatility. The publication targets investors seeking technical…
Likely audience: Portfolio managers
- 2Al Anany2K subscribers
Substacklast post Jul 18, 2026
From recent posts: This article analyzes the market reaction on June 5 where Broadcom's 143% AI revenue growth led to a $1.3 trillion loss in sector market cap due to missing analyst expectations. It argues that the AI trade is 'priced fo…
Likely audience: Investors
- 3
SubstackWeekly · last post 3 days ago
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
Likely audience: institutional investors
- 4
LinkedInMonthly or less · last post 19 days ago
Welcome to inside FX — Stay informed. Stay strategic. Stay ahead in the forex market.
Likely audience: Investment analysts
Latest posts from these newsletters
- The Sirens…Trader Joe
- The Rotation…Donald’s Substack
- A Brief…Trader Joe
- The DotCom…Trader Joe
- One Thread…Donald’s Substack
- THINGS YOU…Inside FX
- The Nasdaq…Donald’s Substack
- Physical AI…Trader Joe