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

#214

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$55/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.

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: Nov 10, 2026.