Built to be the synthesis layer

We read all of them — and publish the synthesis layer every morning.

Source / layer	What they give you	Role in the stack
The Blade	Free daily, supply-chain signals, 200+ companies	Signal discovery
TMT Breakout	Hedge-fund daily on what moved tech stocks	Overnight moves
RCRTech	Free daily, datacenter/power/fiber outside the fab	Infrastructure breadth
DIGITIMES	Taiwan supply chain: TSMC, CoWoS, ODM, optics	Asia supply chain
SemiAnalysis	$500/yr deep research, biweekly	Depth theses
Fabricated Knowledge	Semiconductor investment research, cycles/valuation	Company theses
TrendForce	Proprietary price/shipment data	Hard data
MarketStew	New daily, ~75 AI-infra companies	Watchlist

What we do
Daily, bilingual EN+中文	Every trading morning (UTC+8) — before US open, after Asia close
Fact/opinion separated, confidence-tagged	Every item labeled; signals carry kill conditions
Public HIT/MISS track record	Every watch item scored in public 7–30 days later; misses stay up
Corrections in public	Data-caliber mistakes are corrected openly
AI-native (llms.txt, .md twins)	Readable by ChatGPT/Claude/Perplexity out of the box
$15/mo · full archive · members area	Daily depth at ~1/30 of deep-research pricing

Independent product positioning. All named sources are read daily and credited where used — they are the discovery layer; we are the synthesis layer.