Public Research Frameworks
These public pages explain research workflows, risk maps, monitoring checklists, and prediction scorecards without exposing gated company research or personalized advice.
A practical framework for giving individual investors institutional research structure without turning it into personalized investment advice.
A framework for tracking AI semiconductor dependencies across GPUs, HBM, foundries, advanced packaging, and equipment suppliers.
A repeatable thesis monitoring checklist for catalysts, risks, tracked metrics, and invalidation triggers.
How probabilistic scoring makes event research more accountable than vague pre-event commentary.
A non-personalized framework for mapping NVIDIA-related risks across HBM, foundry, packaging, networking, export controls, and hyperscaler demand.
A framework for interpreting earnings from hyperscalers, neoclouds, chipmakers, equipment suppliers, power providers, and cooling companies.