Living research, AI-accelerated
Beyond client work, I run deep dives into the questions that move industries — and ship them as living, reproducible dashboards. Each one is built and continuously updated with an AI-augmented research workflow.
DRAM Monitor
A public, reproducible research board for the memory market — tracking DRAM, HBM and NAND through cycle positioning, pricing, and semiconductor trade flows, all built on verifiable source data.
Near Package Optics
An interactive research desk on Near Package Optics (NPO) — from first-principles definitions and architecture to the supply chain, a company matrix, and an investment due-diligence framework.
Claude Code Analysis
A layered reading map for Claude Code internals — from repository-level components to query parameters, function calls, methods, sequence diagrams, and example-driven learning paths.
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I turn hard industry questions into living, evidence-based research. Tell me what you're trying to understand.
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