Archetype Capital

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

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

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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

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