Archetype Capital

Substack by Archetype Capital · launched Feb 24, 2021

I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries

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Paid leaderboard

#218

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$49.99/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 61 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Reactions per post

18

average, recent posts

Reactions tracked

210

across 12 posts

Tickers covered

1

in tracked posts

Most-reacted post we have seen: The Best Memory Trade Isn't a Memory Stock — 28 reactions on Jun 18, 2026.

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Recent posts

• Market Leadership, Operating Leverage, and a Mispriced Stock

  Aug 25, 2026Paid11 reactions0 comments1 restacks

• Great Business, Bargain Price, Long Runway

  Aug 21, 2026Paid11 reactions3 comments2 restacks

• Earnings Update Part 2

  Aug 18, 2026Paid6 reactions0 comments0 restacks

• Earnings Update Part 1

  Aug 12, 202618 reactions0 comments0 restacks

• I found another Chosen one (Worldex)

  Jul 17, 2026Paid13 reactions4 comments2 restacks

• The Founder Is Keeping This Stock Cheap on Purpose

  Jul 5, 2026Paid14 reactions1 comments3 restacks

• The Best Memory Trade Isn't a Memory Stock

  Jun 18, 2026Paid28 reactions0 comments6 restacks

• Sakai Chemical & Nippon Chemical MLCC Capacity Crunch

  Jun 1, 202626 reactions1 comments3 restacks

• Update on positions

  May 24, 202626 reactions4 comments0 restacks

• I Found a Hidden Korean Data-Center Power Stock at ~10x EBIT

  May 12, 2026Paid15 reactions3 comments3 restacks

• The overlooked second-order beneficiary of the memory supercycle.

  Apr 22, 2026Paid14 reactions2 comments2 restacks

• The Photonics Valuation Problem: SIVE, AAOI, and Soitec

  Mar 27, 202628 reactions5 comments2 restacks

  AAOI

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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: Archetype Capital. 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 9, 2026.