The research desk smart investors and institutions build on
The same desk our AI-native fund — the QAI Fund — runs on. Ecosystem boards, company dossiers, and report decks on frontier AI and proprietary, web-grounded data; every figure sourced, every thesis falsifiable. The edge to build a smarter strategy — analyst work product, never advice.
Read the thesis before it’s consensus — every board, dossier & note the moment the desk ships it.
Durable margin migrates down + around the chip-design layers to chip-agnostic toll-booths (EDA/IP, foundry, HBM, EUV) + own-silicon hyperscalers — away from the merchant-GPU premium and the GPU-rental spread. At 25-Jun prices almost everything is a wonderful business at a peak-cycle multiple, so the disciplined book is mostly hedged/paired/waiting.
Trending companies
The biggest movers across our coverage
Research boards
Argued ecosystem + single-name theses
AI Compute Value-Chain
Margin-Pool Migration under Custom-Silicon Proliferation
Nvidia — single-name conviction
The highest-quality franchise in semis, priced for perfection — own the moat at a re-anchored gross-margin floor.
Scaling the AI Cloud
Who owns the GPUs, who rents them, and who gets paid — the compute-CAPACITY stack (hyperscaler cloud · neoclouds · crypto→AI-DC · the capacity-deal graph · orbital frontier) priced as toll-collectors, with the whole board a single AI-capex factor bet.