Substacks recommended by Fabricated Knowledge

Recommended by Fabricated Knowledge

GTR

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

Literally helps me, a guy who covers semis, keep up with Semis. Keep it up.

- Fabricated Knowledge

Tarot Capital

By ZG

The intersection of fundamental and incentive-driven investing.

The Chip Letter

By Babbage

Computer history and architecture

History is where I start almost always in the semiconductor industry, and no one does it quite like the Chip Letter!

- Fabricated Knowledge

More Than Moore

By Dr. Ian Cutress

The latest in semiconductors: silicon, AI, processors, market trends.

Citrini Research

Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Citrini has a good pulse on all things in markets. Worth reading!

- Fabricated Knowledge

Apricitas Economics

By Joseph Politano

Data-driven Insights on Economics, Business, Finance, and Public Policy.

One of the best macroeconomic newsletters I follow. Seriously just knows how to lay the logic out in charts and graphs.

- Fabricated Knowledge

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Dylan is the lithography to my etch, LELE baby! But seriously - Dylan's the best in the game, and its a privilege we get to work together in this special time in the semiconductor industry. Thanks for all you've taught me dude. :')

- Fabricated Knowledge

Construction Physics

By Brian Potter

Essays about buildings, infrastructure, and industrial technology.

Kyla’s Newsletter

By kyla scanlon

human-centric economic analysis to help all of us understand the world better

Kyla writes some of the best pieces that are easy to understand and digestible. Macroeconomics for everyone

- Fabricated Knowledge

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

My favorite aggregator of financial and scientific information!

- Fabricated Knowledge

The Asianometry Newsletter

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Well written and interesting explainers about a variety of topics, from Asia, to semiconductors, and my favorite youtube channel!

- Fabricated Knowledge

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

The best single stock newsletter in the game.

- Fabricated Knowledge

Technically

By Justin

Technically is a knowledge base for learning about software concepts.

Excellent explainers of technical topics

- Fabricated Knowledge

Nongaap Investing

By Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

The GOAT. This sub has first lien over my rent in my budget.

- Fabricated Knowledge

ChinaTalk

By Jordan Schneider

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.

Straightforward coverage of all things China. Jordan’s one of best, and I’ve been a long time fan and supporter!

- Fabricated Knowledge

Exponential View

By Azeem Azhar

“The best for understanding how tech can solve our biggest problems, shape our society and bridge cultural divides.“ - Daniel Ek

great view of the technology space

- Fabricated Knowledge