Best Semiconductor & AI Supply Chain Newsletters
Semiconductor research is the most technically demanding equity niche, requiring process knowledge, supply-chain mapping and capital-intensity modelling. These are the desks doing it.
Top of this shortlist: Quartz Sea Research at 98/100 ($30/mo · $500/mo · $25,000/yr).
Quartz Sea Research
European Aerospace & Defense Equity Research | Sovereign Procurement Ledger
Niche · European defense & aerospace equities
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
SemiAnalysis
Semiconductors, AI Compute & Supply Chain Research
Niche · Semiconductors & AI compute supply chain
am/FX (Spectra Markets)
Daily FX & Global Macro Trades
Niche · Daily FX & macro trade ideas
9fin
AI-Driven Credit & Covenant Intelligence
Niche · Credit data & covenant analysis
Lyn Alden Investment Strategy
Macro, Bitcoin & Monetary Analysis
Niche · macro, bitcoin & monetary analysis
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
Bankless
Crypto, DeFi & Digital-Asset Media
Niche · crypto, defi & digital-asset media
Glassnode Insights
On-Chain Analytics & Market Structure
Niche · on-chain analytics & market structure
Checkonchain
Institutional Bitcoin On-Chain Research
Niche · institutional bitcoin on-chain research
ARK Invest
Disruptive Innovation Research
Niche · disruptive innovation research
CryptoQuant
Crypto Market-Data Intelligence
Niche · crypto market-data intelligence
Galaxy Research
Digital Assets & Macro Research
Niche · digital assets & macro research
The Block Research
Institutional Crypto Research
Niche · institutional crypto research
10x Research
Quantitative Crypto Regime Signals
Niche · quantitative crypto regime signals
Kaiko Research
Crypto Market-Structure Data
Niche · crypto market-structure data
The Bitcoin Layer
Bitcoin Macro & Liquidity Research
Niche · bitcoin macro & liquidity research
Capriole Investments
Bitcoin On-Chain & Quant Signals
Niche · bitcoin on-chain & quant signals
DataTrek Research
Daily Market Data & Strategy
Niche · Daily market data & positioning
Bitcoin Magazine Pro
Bitcoin Market & Macro Research
Niche · bitcoin market & macro research
BitMEX Research
Crypto Data & Market Analysis
Niche · crypto data & market analysis
ByteTree
Bitcoin & Gold On-Chain Research
Niche · bitcoin & gold on-chain research
Into The Cryptoverse
Bitcoin & Crypto Cycle Analytics
Niche · bitcoin & crypto cycle analytics
Ecoinometrics
Quantitative Bitcoin Research
Niche · quantitative bitcoin research
CoinShares Research
Digital Asset Fund Flows
Niche · digital asset fund flows
Token Terminal
Protocol Financials & Fundamentals
Niche · protocol financials & fundamentals
The Sevens Report
Daily Markets & Macro Strategy
Niche · Daily market & macro strategy
Marc to Market
Currency & Macro Commentary
Niche · Daily currency & macro analysis
Blockware Intelligence
Bitcoin Mining & Market Research
Niche · bitcoin mining & market research
Deribit Insights
Crypto Derivatives & Volatility
Niche · crypto derivatives & volatility
Coin Bureau
Crypto Education & Research
Niche · crypto education & research
The Wolf Of All Streets
Crypto & Macro Commentary
Niche · crypto & macro commentary
Rekt Capital
Bitcoin & Altcoin Cycle Analysis
Niche · bitcoin & altcoin cycle analysis
Morning Brew
Business & Markets Daily Briefing
Niche · Daily business & markets briefing