Best Capital Expenditures Newsletters in 2026

NewsletterFIT tracks 14 newsletters that cover Capital expenditures as a primary topic, 12 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 Nov 6, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    IYKYK Stocks16K subscribers

    SubstackEvery two weeks · last post 15 days ago

    From recent posts: IYKYK Stocks publishes weekly financial analysis of specific companies across commodities, aviation, IT services, and refining, focusing on earnings reports, stock volatility, and industry-specific market dynamics.

    Likely audience: commodity traders

  2. 2
    Andrew Lu on global semis and techs15K subscribers

    SubstackSeveral times a week · last post 3 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

  3. 3
    The Multibagger Playbook13K subscribers

    SubstackSeveral times a week · last post 4 days ago

    From recent posts: The Multibagger Playbook publishes weekly deep dives into specific company financial reports, covering earnings analysis, M&A activity, and stock market trends across sectors like medical devices, industrial…

    Likely audience: Stock traders

  4. 4
    Ale Inversor 8K subscribers

    SubstackSeveral times a week · last post 5 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 and stock analysts

  5. 5
    StockOpine’s Newsletter8K subscribers

    SubstackWeekly · last post 7 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

  6. 6
    MBI Deep Dives7K subscribers

    SubstackSeveral times a week · last post 2 days ago

    Investment Research

    Likely audience: Investment analysts

  7. 7
    Semiecosystem 3K subscribers

    SubstackSeveral times a week · last post yesterday

    From recent posts: Semiecosystem publishes weekly reports on semiconductor foundry and OSAT earnings, manufacturing expansions, and supply chain developments for investors and industry professionals.

    Likely audience: Semiconductor industry analysts

  8. 8
    《呀沙係・引力》3K subscribers

    SubstackSeveral times a week · last post yesterday

    From recent posts: This publication delivers technical deep dives into AI infrastructure bottlenecks alongside financial analysis of semiconductor stocks and capital expenditure strategies. It targets investors and industry professionals…

    Likely audience: Semiconductor industry analysts

  9. 9
    prosperoaitt3K subscribers

    SubstackDaily · last post yesterday

    Upgrade your skills by leveraging Prospero.Ai's powerful signals with tips from our CEO on how to snipe trades. As of 10/19/26 our model portfolio is 21% above the S&P 500 and a 52% win rate, stellar since it has 8,005…

    Likely audience: Portfolio managers

  10. 10
    stockmarketnerd.beehiiv.com—

    beehiivSeveral times a week · last post 5 days ago

    From recent posts: The article analyzes Taiwan Semiconductor Manufacturing Company's (TSM) quarterly earnings, highlighting strong revenue growth driven by advanced process node adoption and capacity constraints, alongside a discussion on…

    Likely audience: Investors analyzing semiconductor earnings

  11. 11
    Artificial Intelligence Report—

    LinkedInEvery two weeks · last post 24 days ago

    Covering artificial intelligence topics, AI stocks, and stories curated from the web.

    Likely audience: Investors

  12. 12
    saturdayhashtag—

    SubstackWeekly · last post 12 days ago

    From recent posts: SaturdayHashtag publishes in-depth articles analyzing the intersection of artificial intelligence with financial risk, political power, military warfare, and global economics. The publication targets readers interested…

    Likely audience: AI ethics researchers

  13. 13
    The Product Person5K subscribers

    Substacklast post Apr 12, 2026

    Every week, I summarize & share 1 article that will help you improve your product skills.

    Likely audience: Product managers

  14. 14
    Alchemy At Scale1K subscribers

    Substacklast post Jul 3, 2023

    Exploring the world of modern chemical and material production and its future.

    Likely audience: Chemical engineers

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