Tim Li Research Hub

Research dashboards for industrial and technology supply chains.

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.

Shared Cloudflare entrypoint Multi-project research hub Static dashboards with room for live APIs later

SpaceX Supply Chain

Dashboard Teardown-driven Supplier map

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

Open dashboard/SpaceX-supply-chain/

AI Photonics

100 companies Live-style charts Supplier maps

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

Open dashboard/ai-photonics/

Memory Supercycle

HBM Packaging Value chain

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

Open dashboard/memory-supercycle/