The Index

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400 dossiers

A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.

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IndustryAll Agtech15 AI-Bio22 AI & Machine Learning26 Beauty Personal Care1 Biopharma21 Cloud Computing

5 of 400 companies· By conviction

BullishFreshWebTR 22

Semiconductors· TSM

TSMC

The chokepoint that captures the foundry + CoWoS-packaging rent for the ENTIRE AI complex (NVIDIA, AMD, Broadcom, Apple all depend on it), trading at ~22× forward — BELOW every customer it supplies — with the only real risk exogenous (Taiwan geopolitics, the source of the discount). The cleanest, highest-quality, lowest-multiple way to own AI infrastructure. BULLISH / HIGH / 1Y+.

Companies

TSMC

Micron

Broadcom

NVIDIA

SK Hynix