Chris Barber (in SF)(@chrisbarber):I asked people: "Which AI equity related newsletters do you like?" The list: Top voted: - SemiAnalysis by @dylan522p @fabknowledge (+ more incl @SKundojjala @andrewlekashman) - 5 votes - FUNDA @FundaAI - 5 votes - Citrini Research by @Citrini (+ @zephyr_z9 @jukan05 and more) - 4 votes - Irrational Analysis by @insane_analyst - 3 votes - Vik's Newsletter by @vikramskr - 3 votes - Fabricated Knowledge by @fabknowledge - 2 votes 1 vote each: - Semi Doped by @semidoped - Key Context by @firstadopter - PhotonCap by @PhotonCap - Nutty by @NuttyCLD - ChinAI by @jjding99 - Interconnects by @natolambert - Beyond The Hype by @enertuition - TMT Breakout by @TMTBreakout - Tech Taiwan - Damnang by @damnang2 - Semiconductor Business Intelligence by @clausaasholm - SemiVision by @semivision_tw - Alex_Intel_ by @Alex_Intel_ Thanks to @TMTBreakout, @BenBajarin, @EricJhonsa, @TMTLongShort, @TBU12345678, @damnang2, @jaygoldberg, @Midnight_Captl, @illyquid, @mzuhair123, @bubbleboi, @insane_analyst, @lithos_graphein for the recs. (There were no self-nominations/self-votes.)

2026.06.26 17:04

I asked people: "Which AI equity related newsletters do you like?" The list: Top voted: - SemiAnalysis by @dylan522p @fabknowledge (+ more incl @SKundojjala @andrewlekashman) - 5 votes - FUNDA @FundaAI - 5 votes - Citrini Research by @Citrini (+ @zephyr_z9 @jukan05 and more) - 4 votes - Irrational Analysis by @insane_analyst - 3 votes - Vik's Newsletter by @vikramskr - 3 votes - Fabricated Knowledge by @fabknowledge - 2 votes 1 vote each: - Semi Doped by @semidoped - Key Context by @firstadopter - PhotonCap by @PhotonCap - Nutty by @NuttyCLD - ChinAI by @jjding99 - Interconnects by @natolambert - Beyond The Hype by @enertuition - TMT Breakout by @TMTBreakout - Tech Taiwan - Damnang by @damnang2 - Semiconductor Business Intelligence by @clausaasholm - SemiVision by @semivision_tw - Alex_Intel_ by @Alex_Intel_ Thanks to @TMTBreakout, @BenBajarin, @EricJhonsa, @TMTLongShort, @TBU12345678, @damnang2, @jaygoldberg, @Midnight_Captl, @illyquid, @mzuhair123, @bubbleboi, @insane_analyst, @lithos_graphein for the recs. (There were no self-nominations/self-votes.)

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