9 Ventures | Thematic Trader

Substack by 9 Ventures · launched Aug 18, 2025

I sit 1x1 with C-Suite execs and bring the alpha back to retail | Synthesizing deep fundamental research w/ leading High timeframe charts | Focus: Physical AI, Humanoids, AI Infrastructure, Power, & Semis | Carnegie Mellon Alum

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Paid leaderboard

#181

Subscribers

3.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$55/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Posts

1

last 30 days

Reactions per post

11

average, recent posts

Reactions tracked

126

across 12 posts

Tickers covered

6

in tracked posts

Most-reacted post we have seen: One Physics Moat, Five End Markets — 22 reactions on Aug 3, 2026.

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Recent posts

• Someone Has to Buy 120 Gigawatts of Tokens

  Sep 2, 2026Paid8 reactions1 comments0 restacks

• $POWI 1x1 recap: what I actually learned about the 800V data center ramp

  Aug 26, 2026Paid2 reactions0 comments0 restacks

  POWISAM

• Looking Ahead To Midterms: Clean Energy

  Aug 19, 2026Paid13 reactions0 comments2 restacks

• VPG Follow-Up Meeting: Discussing the Optics Opportunity

  Aug 17, 2026Paid6 reactions0 comments0 restacks

  VPG

• $SIMO: What I learned in my follow-up 1x1 with IR

  Aug 14, 2026Paid7 reactions2 comments0 restacks

  SIMO

• $BWEN: Q2 Earnings Review

  Aug 12, 2026Paid10 reactions0 comments1 restacks

  BWEN

• $INDI 1x1 Call with CFO Naixi Wu & IR

  Aug 10, 2026Paid7 reactions1 comments1 restacks

  INDI

• $VPG 1x1 Call & Q2 Takeaways

  Aug 6, 2026Paid9 reactions0 comments0 restacks

  VPG

• One Physics Moat, Five End Markets

  Aug 3, 202622 reactions1 comments6 restacks

• Silicon Motion Earnings In Review

  Jul 30, 2026Paid9 reactions1 comments1 restacks

• The Monopoly Hiding Inside the Memory Shortage

  Jul 20, 2026Paid12 reactions4 comments2 restacks

• How I manage days like today....

  Jul 16, 202621 reactions1 comments0 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: 9 Ventures | Thematic Trader. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.