Research Survey – RJC Capital

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00 / 9 answered

Part 02

Build the community

08Which of these would you want in the new community?

Choose all that would make the community more valuable to you.

Live portfolio trackerLive situation-monitoring feedRotating summaries of top finance booksCommunity leaderboard / trading journalDaily market recapWeekly trading review journalSupply chain tracker (MLab)Portfolio comparison (yours vs. RJC's)

09Which RJC Substack posts have you enjoyed?

Choose every post you enjoyed. Open any card to refresh your memory.

Bounded, UnboundedAn overly simplified explanation of what Kimi means for NAND demand.Read ↗

What I Read This Week (7/19/26)China's open-source AI and data push, record market issuance, AI elasticity, and the DRAM cycle.Read ↗

We’ll Always Have AmericaOn the 250th birthday of the American experiment, a case for optimism.Read ↗

The ToolmakersA survey of the semiconductor equipment sector.Read ↗

Portfolio Review 6/14/26A portfolio review covering positioning and 142% year-to-date returns.Read ↗

RJC Market Thoughts — 4/27Thoughts on NeoClouds, the memory cycle, the power grid, and Comfort Systems earnings.Read ↗

Time to Build, but Can They Deliver?A deep dive on T1 Energy ($TE) and electricity in the age of AI.Read ↗

I haven’t read any of these yet

Discord + future betas

Where should we send your beta access?

Email sends new RJC Discord access and future product beta invitations. Follow-up research permission stays separate.

Email address *Discord or X username

You may contact me for occasional follow-up testing.

Submit to secure access.