Research dashboards for industrial and technology supply chains.

Every US exchange-listed Chinese ADR with 3–4 fiscal years and up to 8 quarters of headline financials, cash flow, cash-flow margins, valuation multiples, short interest, float and liquidity — scored twice: Shortable (can you put the trade on) and Thesis (is there a reason to), plus their geometric mean as Conviction. A second tab carries a per-company short thesis synthesised from the financial screen, a live X/Twitter sentiment sweep and AlphaEngine sell-side research, with coverage voids stated rather than padded. 77 OTC unsponsored ADR lines are listed separately as not shortable.

23 themes wired from the Obsidian watchlists (compute, memory, equipment, packaging, connectivity, optics, AI infra, defense, Starlink, miners, energy, metals, biotech, financials, airports… — 234 unique names) with live prices, US$B market caps and multi-period performance. Expand a theme to load 5 years of daily closes — yfinance on the NAS, TradingView as a chart fallback, no Bloomberg.

Companies under active coverage — self-contained HTML research reports (Chinese), with embedded charts, Bloomberg/AlphaEngine cross-checks, and analyst consensus. Drop a new report into the hub and it appears here automatically.

Global listed airport operators — Aena, Groupe ADP, Fraport, AOT, Japan Airport Terminal, China/HK, Mexico trio, ACV, GMR. Universe table with forward P/E, dividends, YTD/1Y, analyst coverage; 10 deep-dive cards with 1Y charts.

Crude tape, 3-2-1 and diesel cracks, US/IEA/Japan/Korea government stocks, EIA inventories, RINs/SOHO, TTF/JKM, tanker freight, and listed refining beta. No auto-poll — refresh from Bloomberg on the button.

Confirmed and inferred SpaceX and Starlink suppliers, teardown-backed routing, and supplier-level research notes.

Optical interconnect, silicon photonics, chokepoints, supplier mapping, and dashboard-level financial snapshots.

HBM, advanced packaging, AI server demand, enterprise SSDs, and the bottlenecks around the memory stack.

Where the Western munitions chain physically narrows, and who gets paid at that point — plus the Anduril-letter framework for intelligent, networked mass and a 7-layer drone stack (C-UAS, platforms, batteries, components, ISR, comms, autonomy software). Layer map, chokepoint scores, and theme tabs.

Coffee House Stocks' seven-layer drone book, re-priced five months after the March Iran-tape note. C-UAS (ONDS, DRO), platforms (AVAV, RCAT, KTOS), silicon-anode batteries (AMPX), NDAA components (UMAC), ISR (PL, NXSN), private factories, Shield AI software. March peak vs August tape — UMAC ran, AVAV/DRO de-rated.