Weekly AI &
Stock Insights.
Deep research into hardware, software, and AI supply chains. Read by 40,000+ investors every Friday.
Editorial
Notable
Wins
Research milestones published in our free weekly newsletter — documented and timestamped.
Selected Roku as the year's best-performing tech stock
Identified semis & blockchain as leading sectors ahead of rotation
Started covering Big Tech capex as an AI infrastructure inflection signal
Issued 13 Bitcoin buy alerts near cycle lows
Rotated out of cloud and into AI ahead of the 2023 bull market
Allocated 45% to AI before ChatGPT became mainstream consensus
Flagged AI energy bottleneck thesis via Bloom Energy early
Raised 50% cash in Jan; issued 22 buy alerts at April lows
What You'll Get Every Week
Free insights delivered to your inbox every Friday morning.
Weekly AI Snapshot
Weekly overview of the technologies and companies shaping AI adoption.
- Key AI developments across hardware, software, and infrastructure
- Shifts in AI demand, capacity, and deployment
- Notable changes across the AI supply chain
AI-Focused Fundamental Analysis
Deep research into companies across the AI stack, from chips and data centers to software platforms, grounded in financials and competitive positioning.
- Earnings analysis through an AI adoption lens
- Product cycles, hardware roadmaps, and software platforms
- Long-term AI themes shaping company fundamentals
Knox’s Technical Analysis
Market and technical context designed to complement our AI research and help frame broader risk conditions.
- S&P 500 (SPX) and Bitcoin (BTC) technical levels
- Trend development and momentum shifts
- Broader market context alongside AI themes
Technical Analysis for Stocks We Cover
Pattern Analysis
- Probable scenarios and key levels that would trigger a favorable trend
- Risk levels that would signal a thesis is not playing out
Content is provided for informational and educational purposes only.
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