Research OS · Physical tech stack

Your portfolio, underwritten like an engineer.

Link investment accounts, see stack allocation and thesis overlap, and underwrite tech names with transparent scorecards — not black-box tips.

Create free account Explore coverage
92 full underwrites · 97 names in coverage Stack map Deterministic scorecards Live · silicon-capital.ai

How it works: create account → link brokerage → My portfolio → unlock full research.

Markets

Market overview

Semiconductor and tech proxies · delayed daily marks. Not a terminal.

NVDA

NVIDIA

TSM

Taiwan Semiconductor

AVGO

Broadcom

ASML

ASML Holding

Research feed

Coverage names

Scorecards and bands for names in the loaded coverage pack. Paste any listed US ticker to underwrite (shallow live classify when it is not in the file pack). A research feed — not a market terminal, and not investment advice.

Name Score Band Last Chg
ASML ASML Holding 7.1 watch
NVDA NVIDIA 7.1 watch
TSM Taiwan Semiconductor 7.1 watch
AMAT Applied Materials 7.8 strong
AMZN Amazon 8.2 strong
AVGO Broadcom 6.9 watch
GOOGL Alphabet 8.2 strong
LRCX Lam Research 7.8 strong

This week

Memo of the week

Featured public underwrite from the live engine — a weekly teaser. Per-name memos on underwrite are Pro. Not a news brief.

Read NVDA memo →

Tools

Research tools

Underwrite a company, compare scorecards, and open fund-flow reports on their own page — secondary to your book.

Open research tools Try NVDA underwrite