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RJC

RJC Capital is a concentrated long-short portfolio manager sharing research, ideas, and observations on markets and technology. Focused, independent, and aligned with real capital at work.

Newsletter · By RJC · Official site

Indexed issues, last 90 days
5
Latest publication
Aug 4, 2026
Audience
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Earliest in this view
Jul 5, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest issues

  1. Issue · Aug 4, 2026

    SK Hynix and Sandisk unveil HBF Standard, Targeting Bandwidth comparable to HBM (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!kgW-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73f9e2ad-f9ce-43e7-ba9c-232bbb92078c_1280x720.png"

  2. Issue · Jul 19, 2026

    What I Read This Week (7/19/26) (opens the original)

    Excerpt

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    Here's what I read this week. The source links are included at the end. Additionall, I have opened up the recent article from last week. Read more

  3. Issue · Jul 11, 2026

    What to Invest in If You Missed Memory (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!7RzY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c38257f-a76f-403c-b6aa-f260a967148a_1672x941.png"

  4. Issue · Jul 5, 2026

    Portfolio Review 7/5/26 (opens the original)

    Excerpt · Critical tone

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    Hello everyone, thank you as always for reading and supporting my work. The portfolio is down 10.10% over the past week. The biggest driver of the market right now is the Meta news: reports that Meta may sell its excess compute have pressured the entire AI supply chain, and my holdings sit squarely in the middle of this. This review covers where the account stands, what I traded since June 17, and what I’m thinking about doing with my portfolio. <a class="image-link image2 is-viewable-img" href=

  5. Issue · Jul 5, 2026

    We’ll Always Have America (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="941" src="https://substackcdn.com/image/fetch/$s_!qhpr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7bfcd066-1d52-4c52-a190-5e150c7f88aa_1672x9

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