MINGYANG / AI INVESTMENT RESEARCH
The industry behind intelligence.
From software demand to silicon, energy and investment returns. Explore the system, then examine the evidence.
AN EXPLORABLE INVESTMENT LANDSCAPEOne request.
One request.
An entire industry.
Move through the layers. Find the bottleneck.
Understand who earns the next dollar.
Software → intelligence → compute → infrastructureEconomic dependencies · not measured transaction flows
01 / RESEARCH DESK
Follow the capital ↗
Ten buyers. Four forecast years. Disclosed anchors, house scenarios and supplier exposure.
02 / RESEARCH DESKForecast SOXX ↗
A testable three-month return model, transparent validation and 16 underlying industry indicators.
03 / RESEARCH DESKUnderwrite the economics ↗
Our fixed view of task growth, efficiency, monetization and where value may accrue.
04 / RESEARCH DESKRead the frontier ↗
Ten papers: the finding, the limitation and the investment read-through.