TMT Breakout mostly covers Frontier labs, Semiconductors and Trainium. Based on 2 issues we scanned in the last 6 months, these 8 newsletters cover the most similar ground. The closest match is SemiAnalysis, which also writes about Trainium and Storage.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
Bridging the gap between the world's most important industry, semiconductors, and business.
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
Hedge funds, macro and short selling.
Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.
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