Damnang
Damnang published 93 pieces between 2026-04-28 and 2026-10-23, covering 35 tickers plus 2 macro pieces with no single ticker. Quant Data extracted 2,711 discrete claims from them, of which 111 were directional statements on a named ticker. Over the last 30 days it published 12 pieces, about 2.8 a week. These are counts of what was published, not a judgement of it.
No audit result is shown for Damnang. Results appear on this site only for sources whose full posting history has been through the finance-influencer audit and whose grade is published under that page's naming policy.
What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 1,027 | 38% |
| competitive notes | 358 | 13% |
| risks | 303 | 11% |
| theses | 261 | 10% |
| catalysts | 224 | 8% |
| falsification points | 202 | 7% |
| directional statements | 111 | 4% |
| contrarian points | 90 | 3% |
| valuation points | 87 | 3% |
| omissions flagged | 48 | 2% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-10-23 | — | Physical AI Explained |
| 2026-10-22 | ASML | [Expert Call] EUV Technology and Economics |
| 2026-10-16 | META | How AI Is Changing Advertising Market |
| 2026-10-13 | — | What Is Happening in HBM4 |
| 2026-10-08 | — | Cerebras's Mass Production Challenges |
| 2026-10-08 | MU | [Expert Call Report] Another Side of Micron, Seen from Its Taiwan Fabs |
| 2026-10-07 | — | How HBM4 Is Changing Competition Among the Three Memory Companies |
| 2026-10-06 | — | The Next Memory Race Will Not Be Decided by Scaling Alone |
| 2026-10-02 | AEHR | Co-Packaged, Near-Packaged, Always Tested |
| 2026-10-01 | — | New here? Start with the article map |
| 2026-09-30 | MU | [Expert Call Report] How Is Micron Making HBM Faster? |
| 2026-09-24 | CIEN | Ciena & Fabrinet: The Road Ahead for Optics |
Days with a written note
- October 23, 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- October 22, 2026 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- October 16, 2026 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- October 13, 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- October 8, 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- October 7, 2026 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 30, 2026 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- September 11, 2026 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Counts are computed from Quant Data's ingestion ledger of Damnang's pieces, drawn from publicly available Substack newsletters that Quant Data accesses through paid subscriptions. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.
Free daily notes by email
One email per publishing day, covering this publisher alongside the others: who wrote about which ticker, and the statements on record. Free; unsubscribing deletes the address.