Archetype Capital

The Fastest Frontier AI Inference System

Faster than Cerebras?

Oct 4 • Archetype Capital

7

1

1

September 2026

The next Sivers Semiconductor?

Pre-Generational Wealth runup?

Sep 23 • Archetype Capital

16

13

3

Earnings Update & Worldex

HK Stocks & Worldex

Sep 21 • Archetype Capital

12

August 2026

Market Leadership, Operating Leverage, and a Mispriced Stock

And revenue growing at a rapid pace.

Aug 25 • Archetype Capital

13

1

Great Business, Bargain Price, Long Runway

8% dividend yield. Share buybacks above current price!

Aug 21 • Archetype Capital

13

3

2

Earnings Update Part 2

RS Technologies, Worldex, Shin Etsu

Aug 18 • Archetype Capital

6

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

13

4

3

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

14

1

3

June 2026

The Best Memory Trade Isn't a Memory Stock

The company trades at my bear case, the upside to peers is 3X

Jun 18 • Archetype Capital

28

6

Sakai Chemical & Nippon Chemical MLCC Capacity Crunch

not a bottleneck but a capacity crunch

Jun 1 • Archetype Capital

26

1

3

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

26

4