HeyJaredR-Capital's Substack
I find high-quality companies at attractive valuations. Hopefully some of them interest you!
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 14, 2026
Latest issues
Hyperscalers, $ARM’s AGI CPU, $AMD’s Helios Vs. $NVDA’s Rubin, $META, and How We Are Positioned Going Forward. (opens the original)
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The Akashic RecordsThe akashic records is said to be a cosmological, and somewhat mystical, database - or library - holding every piece of knowledge that exists (and will exist).In a similar spirit, we have condensed a lot of sporadic pieces of information when we wrote about our reservations regarding Cerebras ($CBRS). We thought packaging this research into an article for our readers would make for a ‘centralised database’ for what’s happening
Cerebras ($CBRS) Isn't a Chip Company (opens the original)
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If your engineers are being paid $500,000+, then waiting for a coding agent to produce something useful becomes expensive. - Paraphrasing Dylan Patel…Running some simple calculations gives us a ballpark estimate for this ‘waiting cost‘. To anchor our calculations to something reasonable we will use our experience using Claude Code - Mode: Fable 5.1 Mode: Max. To complete a moderately challenging task, this Claude configuration can take approximately 30 minutes. When an engineer is being paid $50
Why Every Investor Should Look At MP Materials Corp (NYSE: $MP) (opens the original)
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China controls 60% of the world’s mined rare earth production. This supply-side bottleneck is further worsened when 90% of processed minerals are managed by China. These elements are critical for mission-critical applications: aerospace & defence, renewable energies, permanent magnets, and electronics. These minerals are so critical that Apple decided to form a $500 million partnership with MP Materials. This mutually beneficial deal helps Apple de-risk from China’s monopoly, while MP can expand
Why I’m Buying Cadence Design Systems ($CDNS) (opens the original)
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At the start of 2026, software was brutally sold off. Fears bubbled surrounding AI generating the same functionality as a Salesforce ($CRM) or a Datadog ($DDOG). Investors were asking how many years were left before they were deemed redundant. Thanks for reading R-Capital's Substack! Subscribe for free to receive new posts and support my work.<in
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