Tim Li Research Hub
A shared front page for the active research apps under the investing deployment.
Each dashboard is a separate working surface with its own notes, maps, and company-level analysis.
11 themes wired from the Obsidian watchlists (semis, memory, equipment, substrates, AI infra, photonics, defense, Starlink, miners, energy, other — 171 names) with live prices, US$B market caps and multi-period performance. Expand a theme to load 5 years of daily closes — free Yahoo Finance via the worker, no Bloomberg quota.
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.
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. The FY27 request puts ~$95bn into missiles and munitions — but the expansion headlines are capex for the primes announcing them, which is why the spenders de-rated while their suppliers re-rated. Layer map, five-question chokepoint scores, and the capex-side split.