P Equity Research

NorthMark is a data-driven equity ranking system focused on identifying leadership clusters markets. Each week, we evaluate 450+ stocks using a composite framework built on: Growth Quality Relative Valuation Momentum The result is a structured rank

Financial education and investing strategy for people who figured out the system was broken — and decided to learn anyway.

Definite optimism in a world of indefinite thinkers.

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

I blend data-driven analysis, strategic forecasting, and macroeconomic theory to create institutional-grade deep market research and find asymmetric, explosive plays for you before Wall Street does. Quality over quantity, always and forever.

Semiconductor Opinions, Analysis, Predictions

Thematic research and stock deep dives. Finding outliers in a sea of noise.

I look for asymmetric, high-conviction bets before they become consensus. I created this Substack to publish my research and thought process - the same one that took my portfolio from ~$100K to $1M in 4 years.

Seeing tech through a different wavelength. Photonics & semiconductor research

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

Focused on worldwide under-the-radar plays and stocks poised to rise.