Browse newsletters about tech investing

Chipstrat

by Austin Lyons

Austin Lyons' Chipstrat explores the intersection of semiconductors, AI, and strategy, offering deep dives into chip design and product strategy.

Interconnected

by Kevin Xu

Kevin Xu's Interconnected provides weekly, bilingual analysis of tech's builders, investors, and regulators. Insights often cited in major media.

Global Technology Research

by AYZ

AYZ, a seasoned semiconductor investor, offers in-depth analysis of tech trends and their supply chain impact across the industry.

BowTied Bull | Substack

by BowTied Bull

An anonymous cartoon bull from 2035 shares blunt insights on crypto, tech, and internet businesses, guiding 'Degens' to wealth and survival against 'Clowns'.