Archetype Capital

Sakai Chemical & Nippon Chemical MLCC Capacity Crunch

not a bottleneck but a capacity crunch

Jun 1 • Archetype Capital

24

1

2

May 2026

Update on positions

Since going paid- what I'm holding, what I sold, what I wish I held, and the lessons learned along the way

May 24 • Archetype Capital

25

4

I Found a Hidden Korean Data-Center Power Stock at ~10x EBIT

No mentions on X, but its products sit behind some of Korea’s largest data-center projects.

May 12 • Archetype Capital

15

3

3

April 2026

The overlooked second-order beneficiary of the memory supercycle.

Trading with a 6% dividend yield

Apr 22 • Archetype Capital

14

2

2

March 2026

The Photonics Valuation Problem: SIVE, AAOI, and Soitec

This is not a pitch.

Mar 27 • Archetype Capital

28

5

2

Soitec. Is there operating leverage? What about valuation? What do the Fundamentals say?

Finally, a photonics exposure at a more than fair price.

Mar 11 • Archetype Capital

37

8

February 2026

2 Top Japan Picks

Datacenter buildout stocks that aren't price egregiously (yet)

Feb 19 • Archetype Capital

21

7

January 2026

Market Analysis: Advanced Copper Interconnect Chemistry and Management Update

2025-2030 TAM Growth Drivers and The Chosen One (Stock) Dominates.

Jan 20 • Archetype Capital

17

3

1

December 2025

I found the Chosen (one) Stock.

Growing AI exposed moated undiscovered gem trading at single digit multiple.

Dec 9, 2025 • Archetype Capital

57

26

6

November 2025

Earnings Update!

$CCSI, $BETS-B, $8371-Taste Gourmet, $LFMD $OMSE

Nov 25, 2025 • Archetype Capital

13

4

1

$CRMD Earnings Update

Blowout quarter. CorMedix ($CRMD) – Q3 2025 Earnings Update

Nov 14, 2025 • Archetype Capital

13

6

4

This stock will most likely re-rate, upside ~100%+

P/E = 3 for a High Margin, Capital Light, Cash Generator

Nov 3, 2025 • Archetype Capital

32

10

5