Capital expenditure newsletters

NewsletterFIT tracks 12 newsletters that cover Capital expenditure as a primary topic, 10 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are IYKYK Stocks (16K), Andrew Lu on global semis and techs (15K) and The Multibagger Playbook (13K).

Updated Oct 30, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    IYKYK Stocks 16K subscribers

    Substack Every two weeks · last post 13 days ago

    Likely audience: commodity traders

  2. 2
    Andrew Lu on global semis and techs 15K subscribers

    Substack Several times a week · last post 17 days ago

    Likely audience: Semiconductor industry analysts

  3. 3
    The Multibagger Playbook 13K subscribers

    Substack Every two weeks · last post 10 days ago

    Likely audience: Stock traders

  4. 4
    StockOpine’s Newsletter 8K subscribers

    Substack Every two weeks · last post 14 days ago

    Likely audience: Investors

  5. 5
    Ale Inversor 8K subscribers

    Substack Every two weeks · last post 7 days ago

    Likely audience: Investors and stock analysts

  6. 6
    MBI Deep Dives 7K subscribers

    Substack Every two weeks · last post 7 days ago

    Likely audience: Investment analysts

  7. 7
    Semiecosystem 3K subscribers

    Substack Every two weeks · last post 7 days ago

    Likely audience: Semiconductor industry analysts

  8. 8
    《呀沙係・引力》 3K subscribers

    Substack Every two weeks · last post 7 days ago

    Likely audience: Semiconductor industry analysts

  9. 9
    stockmarketnerd.beehiiv.com —

    beehiiv Every two weeks · last post 14 days ago

    Likely audience: Investors analyzing semiconductor earnings

  10. 10
    Artificial Intelligence Report —

    LinkedIn Every two weeks · last post 17 days ago

    Likely audience: Investors

  11. 11
    The Product Person 5K subscribers

    Substack last post Apr 12, 2026

    Likely audience: Product managers

  12. 12
    Alchemy At Scale 1K subscribers

    Substack last post Jul 3, 2023

    Likely audience: Chemical engineers

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