Brad AI Market Signal is a daily, bilingual (EN + 中文) research brief on the AI compute & semiconductor capital markets — written from an Asia-first vantage point, covering every link in the chain: GPU → HBM → packaging → networking → power → data center financing.

Who writes it

Brad, an independent researcher. No fund, no broker, no sponsored content. The product is generated daily by an automated research pipeline and edited under the editorial rules below — the discipline is the product.

The editorial rules

• Facts and opinions are separated — every item is labeled, and market moves are attributed to Fundamentals, Positioning, or Market Structure. If no company-level news explains a move, we say so instead of inventing a story.
• Every signal carries a confidence tag (HIGH / MEDIUM / LOW) and lists affected tickers with exchange suffixes.
• Every thesis has a kill condition — the specific datapoint that would falsify it. If the datapoint arrives, the thesis is marked wrong in public.
• Public accountability — each issue ends with three watch items, scored HIT / MISS 7–30 days later in public. Misses stay on the track record page.
• Corrections in public — data-caliber mistakes are corrected openly, with the error and the fix.
• Source discipline — official filings first, then wire services, then named analysis. Anonymous claims are labeled as unverified or dropped.

What we are not

Not investment advice. Not a trading-signal service. Not affiliated with any of the sources we read daily (they are credited where used — they are the discovery layer; this brief is the synthesis layer).

Get the free daily preview See the track record How we compare

Research and information only — not investment advice.