Phase 1 — The AI Supercycle
Forge your AI investment thesis.
Don't just track your portfolio. Track your rationale. Log your convictions, track the catalysts, and audit your predictions against the market.
Why the AI supercycle
The most complex investment theme in a generation.
The AI buildout cuts across infrastructure, semiconductors, software, power grids, data center real estate, and cooling. A catalyst in silicon ripples into far more than just energy generation. Tracking it requires a system, not a spreadsheet.
The research workflow
Built for intellectual honesty.
Log the rationale, not just the trade.
Every perspective — direction, timeframe, catalyst, conviction — is captured and timestamped before the market proves you right or wrong.
Daily signals, filtered for the AI ecosystem.
Curated coverage across semiconductors, hyperscalers, infrastructure, power, and adjacent sectors. Signal, not noise.
Everything about a company, in one place.
Price charts, company profile, your logged theses, and a research workspace — all per ticker.
Did your thesis hold up?
Supersia tracks your open theses against market reality. Win rate, conviction calibration, and pattern recognition over time.
Research worth keeping.
Save links, images, and notes — private to your account — so nothing you find gets lost.
Paste a transcript. Get a structured thesis.
Paste earnings call notes, analyst reports, or your own writing. Supersia extracts direction, catalyst, and conviction automatically.
Roadmap
Starting focused. Scaling wide.
Phase 1 is ruthlessly focused on the AI investment thesis — the area where the data is richest and the stakes are highest. Future phases expand the same rigorous audit loop to all public markets.
Phase 1
The AI Supercycle
Infrastructure, foundational models, SaaS enablement, power, data centers, cooling. The full stack of the AI buildout tracked as one interconnected thesis.
- Watchlist across the AI ecosystem
- Daily signal feed on AI, semis, hyperscalers
- Thesis logging with catalyst and conviction
- Ticker Hub for each company
- Library for personal research notes and links
Phase 2
Broad Equities
Expand the thesis engine to cover all public equities — biotech, consumer, financials, and legacy tech — with the same audit-first workflow.
- All S&P 500 and major index coverage
- Sector-aware signal feeds
- Cross-sector catalyst tracking
- Analyst consensus integration
Phase 3
Macro and Multi-Asset
Macro theses, rate cycle analysis, commodities, and crypto — because the biggest trades often start at the macro layer.
- Macro thesis logging
- Commodity and energy tracking
- Crypto ecosystem coverage
- Multi-asset portfolio view
Pricing
Simple tiers. Start free.
Free
$0
Today's signal feed, ticker pages, and daily digest by email. Enough to follow the AI supercycle.
- ✓ Curated AI signal feed
- ✓ Ticker research pages
- ✓ Daily email digest
Pro
$25/mo
Full research workspace: watchlist, convictions, briefing, synthesis chat, and library.
- ✓ Everything in Free
- ✓ Daily briefing & signals
- ✓ Watchlist & convictions
- ✓ AI synthesis & library
Build a record you can actually learn from.
Early access is free. Start logging convictions on the AI supercycle — the most complex and highest-velocity investment theme in the market today.