Systematic research for the AI-hardware trade.
An automated system reads the semiconductor supply chain — memory, packaging, foundry, power — and keeps a live scorecard of where each theme is heading. Every change is timestamped in a public record before its outcome is known, so the track record can’t be back-dated or cherry-picked.
58drivers trackedpackaging, foundry, memory, interconnect, power & more
3 / 3predictions resolved rightBrier 0.124 · 94 still open
25 moreplay backtesthindsight-checked history — a diagnostic, not a live claim
The live track record starts 2026-07-07 — every call committed before its outcome, building in the open. The board is free to watch; the 25-month replay is shown too, clearly labeled a hindsight-contaminated backtest, for transparency.
Pro — coming soonPRO
The board is free. Pro adds what to do about it and why it believes it — positioning (per-ticker overlay and sizing), the full cited worldview & reference, per-post digests, and the predictions register. No sign-up yet.
POSITIONING PROWORLDVIEW PROPREDICTIONS PRO