Archetype Capital

The Buildout: Testing

Semis sell-off, DeepSeek moment 2.0, and where we are in the buildout.

Oct 21 • Archetype Capital

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The Buildout

Names to watch that could benefit from architecture changes in the datacenter

Oct 14 • Archetype Capital

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The Buildout: Cooling Heating Up

Who benefits most from Liquid-to-Liquid cooling adoption?

Oct 7 • Archetype Capital

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The Fastest Frontier AI Inference System

Faster than Cerebras?

Oct 4 • Archetype Capital

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September 2026

The next Sivers Semiconductor?

Pre-Generational Wealth runup?

Sep 23 • Archetype Capital

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Earnings Update & Worldex

HK Stocks & Worldex

Sep 21 • Archetype Capital

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August 2026

Market Leadership, Operating Leverage, and a Mispriced Stock

And revenue growing at a rapid pace.

Aug 25 • Archetype Capital

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Great Business, Bargain Price, Long Runway

8% dividend yield. Share buybacks above current price!

Aug 21 • Archetype Capital

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Earnings Update Part 2

RS Technologies, Worldex, Shin Etsu

Aug 18 • Archetype Capital

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Earnings Update Part 1

Soitec, Argosy Research, GnCenergy, JCU Corporation, and Nippon Chemical

Aug 12 • Archetype Capital

18

July 2026

I found another Chosen one (Worldex)

My 30% position in Worldex, and why.

Jul 17 • Archetype Capital

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The Founder Is Keeping This Stock Cheap on Purpose

And he's on a deadline. Worldex: the signal, the timetable, and my targets.

Jul 5 • Archetype Capital

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