Tech Sector Diagnostics — Beta Access

The definitive macro map of the tech value chain.

We’ve built an automated diagnostic dashboard to help tech executives and investors cut through market noise and see exactly where capital is flowing—from silicon to software.

Instead of relying on narratives, our system tracks the fundamental health and pricing of 50+ top tech companies, grouped across the entire value chain (Upstream, Midstream, Downstream, and Hyperscalers).

Our weekly diagnostics are designed to provide clear, visual answers to four critical questions:

• Capital Flow: Where is the tech premium sitting this week? Are Hyperscaler CapEx budgets actually flowing through to Semiconductor revenues?
• Fundamental Reality: Are a sector's gross margins and cash flows actually expanding, or is the current price action purely a multiple-driven illusion?
• Valuation Disconnects: Where is the market ignoring reality? We flag the widening gap between a sector's financial health and its current valuation to spot hidden risks and opportunities..

Free Beta Access: We are currently onboarding a select group of beta testers. To help us prioritize the data and features that matter most to you, please take 60 seconds to answer the questions below.

We will reach out to you with system access as the rollout progresses.