stf research

Substack by stf · launched Oct 11, 2024

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#317

Subscribers

1.0K

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Paid subscribers

100+ paid

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Bestseller 100

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$10/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Posts

1

last 30 days

Reactions per post

12

average, recent posts

Reactions tracked

147

across 12 posts

Most-reacted post we have seen: Why I Keep Buying Japan's AI Supply Chain — 19 reactions on Aug 12, 2026.

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Recent posts

• Gold: Upside Case Broadens Beyond Lower Rates

  Sep 3, 20268 reactions0 comments0 restacks

• Credo: Reacceleration Is Still to Come

  Aug 23, 20267 reactions0 comments1 restacks

• Cerebras: Faster Tokens Are the Future of AI

  Aug 22, 2026Paid9 reactions0 comments0 restacks

• A Lesson from the Japan Market?

  Aug 21, 2026Paid13 reactions1 comments0 restacks

• Why I Keep Buying Japan's AI Supply Chain

  Aug 12, 202619 reactions4 comments2 restacks

• Shibaura Mechatronics: Guidance Is the Floor

  Aug 5, 2026Paid6 reactions2 comments0 restacks

• Macronix: My Take on 26Q2 Earnings

  Jul 28, 202612 reactions0 comments1 restacks

• Nothing Has Broken Yet | July 2026

  Jul 18, 2026Paid18 reactions0 comments2 restacks

• Renesas: Priced for Autos, Guided for AI

  Jul 5, 2026Paid14 reactions1 comments1 restacks

• Investor Memo: Conviction Over Consensus

  Jun 28, 202618 reactions9 comments0 restacks

• Yamaichi Electronics: The Connector Business Just Inflected

  Jun 14, 2026Paid15 reactions0 comments0 restacks

• TORM & Scorpio: Product Tankers Are Not a One-Quarter Trade

  Jun 12, 2026Paid8 reactions0 comments1 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: stf research. 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 30, 2026.