The Pledge

The research you read here - mainly those lengthy reports on semiconductor supply chains, physical constraints, and market psychology - requires a minumum of 15+ hours of research, synthetis and editing per post. I am building a model to hopefully be able to provide this deep-dive analysis regularly and sustainably.

I do not run ads. I do not sell data. The stack is powered by you.

If you find value in this work and want to secure access to future research, you can pledge a subscription now. You will not be charged today. You are simply signaling that this level of depth is worth paying for.

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Your Full Stack Analyst