Qapital Research

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One worldview. One membership.

Read the thesis for free on Substack. Members get the full platform — six vertical cockpits, the smart-money trail, every 8-dimension deep dive. No tiered upsell maze.

Independent — no bank affiliation, no conflicts
AI-leveraged: behavioural signal + 8-dim assessment, not analyst opinions
Six innovation verticals where the worldview is durable
Research, not advice — clean AFM (Wft) footing
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€0/forever

The worldview is public. Read the vertical theses, the macro context, and our weekly notes. No platform access; no individual company deep dives.

  • Vertical thesis essays
  • Weekly notes + market commentary
  • Macro signal write-ups
  • No credit card required
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Platform access

Member

95/month

Full access to the worldview. Six verticals, the full 8-dimension framework, the smart-money trail, every deep dive.

  • Six vertical thesis cockpits (Energy, AI, Defense, Biotech, Fintech, SpaceTech)
  • Full 8-dimension scorecard on every covered company
  • Smart-money trail: 13F, Form 4 insider, Congressional disclosures
  • Perception-gap signal history per company
  • Bull / bear case with explicit price ranges
  • Daily macro signals + sector ETF cockpit
  • Substack digest included
  • Cancel any time

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Research, not advice. Our ratings (ATTRACTIVE / FAVOURABLE / NEUTRAL / CAUTIOUS / AVOID) describe our assessment of quality and valuation — they do not instruct you to buy or sell. See our methodology and full disclaimer.