Alpha Creative Capital | Substack

Alpha Creative Capital

Researching catalyst-driven equity opportunities in the micro-cap space.

Launched 2 years ago

DRAM ETF: Memory Mania or Memory Melt-up?

This ETF is up 90.2% since its launch on April 2 (vis a vis the S&P 500’s 8.29%), a searing climb best explained by the “memory mania” that has…


Quantum Computing’s Key to a Scalable Future

Last month, Qatar’s state-owned gas company halted production of LNG and associated products because of Iranian drone attacks, declaring force majeure…


A Micro-Cap Beneficiary Of China’s Rare Earths Diplomacy

Did China just play its ace?


ASP Isotopes: At the Nexus of Radiopharmaceuticals, Quantum Computing, and SMR Nuclear

Can this Obscure Small-Cap with Rosatom-Level Ambition Deliver the Goods?


Exail Technologies: Tall Profits Lurk in the Ocean Deep

The “industrialized production" of Exail's quantum gravimeter suggests a new threshold in submarine surveillance and GPS-denied navigation.


Palladyne AI: Blazing Tech, but is the Light Worth the Candle?

In 2024, PDYN won the proverbial war of positioning, but can it win the “war of maneuver”?


EUAD: Scorching Outperformance As "Hard Power Europe" Makes Its Debut

Select STOXX Europe Aerospace & Defense ETF (EUAD) has seen a massive jump lately –up a scorching 26% in the past month--as Europe lurches towards a new…


Kraken Robotics and the Big Kahuna

Its Acquisition by Anduril Industries Just Got More Likely