### Michael Burry
[Cassandra Unchained](https://michaeljburry.substack.com/)

---

### PhotonCap
[PhotonCap](https://photoncap.net/)

---

### Marc Rubinstein
[Net Interest](https://www.netinterest.co/)

---

### Mario Gabriele
[The Generalist](https://www.generalist.com/)

---

### Kevin Xu
[Interconnected](https://interconnect.substack.com/)

---

### Geo Chen
[Fidenza Macro](https://www.fidenzamacro.com/)

---

### The Curious Mind
[The Curious Mind](https://www.thecuriousmind.org/)

---

### Subbu
[Chip Log](https://www.chiplog.io/)

---

### Asymmetrical Bets
[Asymmetrical Bets](https://asymmetricalbets.substack.com/)

---

### Jason's Chips
[Jason's Chips](https://www.jasonschips.ai/)

---

### Wing's Investment World
[Wing](https://winglpl.substack.com/)

---

### Collyer Bridge
[Collyer Bridge](https://www.collyerbridge.com/)

---

### Tech Fund
[Tech Investments](https://www.techinvestments.io/)

---

### Sarah Tavel
[Sarah Tavel's Newsletter](https://www.sarahtavel.com/)

---

### Theo Jaffee
[Theo's Substack](https://www.theojaffee.com/)

---

### Institute for Progress
[Institute for Progress](https://ifprss.substack.com/)

---

### Rick Lamers
[Coding with Intelligence](https://codingwithintelligence.com/)

---

### Jukan
[SemiconSam](https://www.semiconsam.com/)

---

### Neural Foundry

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### 何流｜Liu He
[Peking Hotel](https://pekinghotel.substack.com/)