See the next wave.
Before it's priced.
The big winners are obvious in hindsight — NVIDIA, then the memory makers, then the power that feeds them. We map how the whole market connects, trace a demand wave through the chain, and surface the companies that are exposed to it but not yet repriced.
Interconnection graph · wave propagation · learn a little more every day.
When the wave surfaces a name,
here's the disciplined check.
The graph tells you where to look. This is the grounding layer beneath it — the same seven questions a research desk works through before committing capital, run nightly on auditable math. It's also how we read what a price already assumes.
The Big Picture
Is the overall market working for me or against me?
Before touching any individual stock, you need to know the macro regime. Are interest rates rising or falling? Is the Fed tightening or easing? Is money flowing into risky assets or running to safety? The answers determine whether the wind is at your back or in your face.
The Right Industry
Which sectors are winning right now, and is this one of them?
Even in a good market, some sectors massively outperform and others get crushed. Tech and financials behave differently in the same economic environment. This layer tells you whether the industry tailwind is real, or whether you are swimming against the tide.
The Business Quality
Is this actually a good business, and is it getting better?
Revenue growth, profit margins, free cash flow, return on equity, debt levels. The same numbers every professional analyst looks at when deciding whether a business deserves capital. Compared against its own history and against peers in the same industry.
The Price Behaviour
Is the market agreeing with your thesis, or fighting it?
Price momentum, short interest trends, unusual options activity. The market is a collective opinion. When smart money is quietly building positions while retail is selling, that shows up here. When short sellers are piling on, that shows up here too.
The Insiders
What are the people who know most doing with their own money?
Executives and board members must report every trade to the SEC within two business days. When a CEO buys a million dollars of their own stock, that is a statement. This layer tracks those transactions and the patterns behind them, alongside what major institutional funds are adding or cutting.
The People Running It
Would you trust this team with your money for ten years?
Warren Buffett has said management quality is the most important factor in any investment. Is this founder-led or hired? What percentage does the CEO own? How have they allocated capital historically? Have they created shareholder value over time or diluted it? These questions have answers.
The Timing
Even if everything is right, when will the market actually react?
Knowing a stock is undervalued is not enough. Markets need a reason to reprice. Earnings reports, product launches, regulatory decisions, Fed meetings — these are the events that cause prices to move. This layer maps what is coming, what the market expects, and what history says happens next.
The graph finds the wave. This process pressure-tests the name. The edge is not a prediction — it is variant perception plus a disciplined, repeatable process applied the same way every time. Research and reasoning, never advice.
Built to find the next multibagger.
Before the crowd.
AI does the reasoning, deterministic math does the ranking — so it's intelligent and auditable. Computed nightly. It looks for the next wave on its own.
Interconnection Graph
The market as one living graph — companies, commodities, themes and sectors, linked by who supplies, buys from, competes with and depends on whom. The structure most investors only hold in their heads, made explicit and queryable.
Wave Propagation
Pick a demand shock — AI capex, GLP-1, reshoring — and watch it travel the chain. Every node is scored: causal exposure minus how much the market has already repriced. High score = exposed to the wave, not yet priced.
AI Edge Discovery
Claude reads filings, transcripts and news to map who actually supplies and buys from whom — every edge with a cited quote and a confidence score, validated against ground truth before it is trusted. Catches links before they are consensus.
Stress-Test Reasoning
For every surfaced name, the AI argues against itself — contracts, substitution, saturation, margin pass-through, timing. The part that kills false edges, so you don't fall in love with a story the chain doesn't support.
Wave Auto-Detection
Every week the system scans regime + where money is already flowing, and proposes the next emerging waves — then auto-builds each one into the graph. It found a GLP-1 second-order wave on its own. The system looks for the next move while you sleep.
Living Knowledge Base
A deep, plain-language explainer on every company and sector — what they do, how they make money, where they sit in the chain, what breaks the thesis. Evergreen, auto-refreshed. Browse the graph and you browse the encyclopedia.
Daily Learning Brief
Every morning, the market taught back to you: regime and what it means, where demand is flowing, which nodes moved closer to repricing — plus one deep dive. You wake up a little sharper, not buried in data.
Regime · Rotation · Filings
The grounding layer: a deterministic risk-on/off regime model, sector-rotation flows, momentum, and SEC/EDGAR filing intelligence. Auditable math under the AI reasoning — computed nightly, never a black box.
The contrarian's edge,
made systematic.
See the whole board.
The big winners are obvious in hindsight — the chip, then the memory, then the power. We make the connections explicit so the second- and third-order beneficiaries are visible up front, not after they've run.
Find what hasn't repriced.
Being right about the wave isn't enough — the obvious names are already expensive. Every node is scored on exposure minus what the price already assumes, so you spend your attention where the gap is widest.
Think, don't get fooled.
The AI doesn't cheerlead — it stress-tests every link and tells you when the chain doesn't support the story. Opportunity scores are a research prompt, never a buy signal. Conviction with a built-in devil's advocate.
Start free.
Upgrade when you see it.
No ads. No trade commissions. No selling your data. We make money when you pay us, and not before.
See WHAT the system sees: regime, scores, rotation. Understand the framework. No credit card.
- Business + Timing score on covered stocks
- Summary signal per Q layer (1-2 bullets)
- Market regime dashboard — fully public
- Capital flows / rotation page (public)
- Watchlist up to 5 stocks
- Public methodology — every signal defined and cited
The full research OS: HOW the analysis works, and everything personalized to YOUR positions.
- Full layer math — every metric behind every score
- Rotation map + weekly theme briefing
- Thesis cards — kill conditions monitored for you
- Personalized morning brief (your stocks only)
- All alerts — thesis triggers, insider buys, score moves
- Natural language screener
- Portfolio risk — theme concentration, regime exposure
- Position sizing for your account
- Decision journal + attribution vs SPY
Cancel anytime. No contracts. No bullshit.
Ready to see the next wave?
Map the market, trace the wave, find what hasn't repriced — and learn a little more every day. Start free. No credit card required.
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