- Top in Finance
- #76
- Paid leaderboard
- #161
- Subscribers
- 45K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 1k
- Followers
- 95K
- Paid plan
- $97/mo
- Recommends
- 23
rounded by Substack
other newsletters
Growth history
Rank in Substack’s finance leaderboard: #76 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Market Sentiment to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 15%
- Best rank seen
- #76
- Posts
- 3
- Reactions per post
- 44
- Reactions tracked
- 528
- Tickers covered
- 2
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: Is the capex sustainable? — 105 reactions on Aug 8, 2026.
Recent posts
- Notes on Open Source
No paywall on this one. Share with a friend :) Markets have sold off twice on the same story. Both times, the trigger was a low-cost open-source model matching frontier models on benchmarks. The first was DeepSeek R1 in January 2025. NVIDIA fell roughly 17% in a single day. The second was Kimi K3 in July. The SOX index dropped about 2% on the news, then slid 10% over the week as leverage and profit-taking compounded the move. The reasoning behind both selloffs was the same. Cheaper open-source models mean AI labs can’t earn enough to cover compute costs. We think that reasoning is too simple…
- MS Portfolio Update | Sep 2026
- On Uber: The Market Has Robotaxis Backwards
- Is the capex sustainable?
- MS Portfolio Update | August 2026
- MS Portfolio
- ASIC
- MS 101
- MS Portfolio Update | July 2026
- Leveraged ETFs
- Notes on Memory
- SpaceX IPO
← All trending finance newsletters
Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Market Sentiment. 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: Sep 10, 2026.