Archetype Capital

The overlooked second-order beneficiary of the memory supercycle.

Trading with a 6% dividend yield

6 hrs ago • Archetype Capital

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March 2026

The Photonics Valuation Problem: SIVE, AAOI, and Soitec

This is not a pitch.

Mar 27 • Archetype Capital

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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

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February 2026

2 Top Japan Picks

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

Feb 19 • Archetype Capital

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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

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December 2025

I found the Chosen (one) Stock.

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

Dec 9, 2025 • Archetype Capital

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November 2025

Earnings Update!

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

Nov 25, 2025 • Archetype Capital

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$CRMD Earnings Update

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

Nov 14, 2025 • Archetype Capital

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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

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October 2025

Razorblades in the Oil Patch from Singapore: OMS Energy Technologies $OMSE

The market is in an interesting place right now.

Published on Value Degen’s Substack • Oct 29, 2025

This stock will make you a lot of money (probably)

It's a BUY!

Oct 21, 2025 • Archetype Capital

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These underfollowed Substacks will make you rich

With their undervalued quality ideas

Oct 8, 2025 • Archetype Capital

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