Archetype Capital

Market Leadership, Operating Leverage, and a Mispriced Stock

And revenue growing at a rapid pace.

Aug 25 • Archetype Capital

10

1

Great Business, Bargain Price, Long Runway

8% dividend yield. Share buybacks above current price!

Aug 21 • Archetype Capital

11

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

2

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

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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

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

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