Best Semiconductor Earnings Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover Semiconductor earnings as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are The Tech Investor (11K).
Updated Nov 13, 2026 · sorted by publicly shown subscribers · methodology
- 1The Tech Investor11K subscribers
SubstackEvery two weeks · last post 12 days ago
From recent posts: The Tech Investor delivers earnings-focused analysis of the semiconductor and cloud infrastructure sectors. Recent issues break down quarterly results for major players like Alphabet, Microsoft, Intel, ASML, TSMC…
Likely audience: Investors
- 2
SubstackSeveral times a week · last post 7 days ago
Welcome to The Boring Investor Substack. On this page I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. No…
Likely audience: investors
- 3
SubstackWeekly · last post 13 days ago
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
Likely audience: Investors
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