9 Ventures | Thematic Trader

I find the stocks nobody’s talking about before they move.

My focus is small and mid-cap equities sitting at the intersection of two things most people analyze separately: deep fundamental inflection and high time frame technical structure. When both align, that’s where asymmetric setups live.

The research universe centers on four themes reshaping capital flows right now: AI Infrastructure & Power, Physical AI & Humanoids, Agentic AI Enablers, and Semiconductors & AI Connectivity. These buckets have structural multi-year tailwinds with identifiable winners that the market is still mispricing, especially in the small to mid-cap landscape.

Every report is a single-stock thesis or a narrow theme analysis built from the ground up: industry structure, competitive moat, financial model, and specific price targets with a defined catalyst. No macro hand-waving. No recycled sell-side summaries. Just deep research.

What you get:

Free subscribers get thematic research, sector breakdowns, and the occasional deep-dive preview.

Paid subscribers ($27/month) get the full thesis, complete single-stock reports with financial models, entry setups, price targets, and my live watchlist. This is the product.

9 Ventures launched a few weeks ago and crossed 2,500 subscribers faster than any new finance publication on the platform. The ideas speak for themselves.

If you’re looking for the next VPG, FCEL, DOCN, or PENG before the crowd figures it out, you’re in the right place.