EquityLayerBETA

Discover companies, understand the industry, and turn evidence into an investment view that stays current.

Connect your AIExplore industries
  • Industry maps
  • Source-linked evidence
  • Versioned updates
How it works

Discover → Build → Verify.

Your AI checks. You decide.

  1. 01Live

    Discover companies

    Follow demand through the value chain and find where the constraints sit.

    Explore
  2. 02Live

    Build the view

    Connect company roles to evidence, assumptions, and falsifiers.

  3. 03On request

    Keep it verified

    Compare each new event with the view you already saved.

Cross-Pacific AI Compute

Follow demand into the supply chain.

From US platforms to Asian chips, facilities, and power.

Loading map…

Inside the industry

Memory & packaging

Memory and packaging connect silicon to a working system.

Companies
  • MU
  • TSM
  • 3037.TW
Research question

Which capacity constraints still limit delivery?

Explore

Concept map. Links require source verification.

Open full map
The research layer for your AI

EquityLayer MCP

Research views. Sources. Changes.

  1. 01Discover research
  2. 02Load the view
  3. 03Return what changed
Start here

Connect your AI

Copy the prompt. Start asking.

Setup guide
Claude / Codex / Hermes EquityLayer connected
What changed in AI compute since my last check?
EquityLayerChecked sources · compared with your saved view
✓

Your view still holds.

New evidence
3 revenue records above baseline.
Investment view
Unchanged. Two assumptions strengthened.
Watch next
Next monthly revenue release.
Open the updated dashboard
Illustrative sessionSources linked · no portfolio access
Local Research Dashboard

Review what changed.

Track record
  • 2 confirmed
  • 0 mixed
  • 0 missed
  • 0 open
Tests written before the data, graded in public · refresh due since 2026-09-10Open the ledger
Common questions

Good to know.

What is EquityLayer?

Maintained industry views, sources, and changes for your AI.

Why not just a data MCP?

Data feeds give values. EquityLayer adds context, sources, and a saved view.

Can I add my own companies?

Yes. Add companies, assumptions, and falsifiers.

Does it trade for me?

No. Future broker actions need your approval; we never hold credentials or funds.

What does it cost?

Public research is free during beta. The first 30-day research season is planned at $29, paid once. See the plan.

First research season

Follow one AI Compute bottleneck for 30 days.

Get the first research pack, four evidence updates, and the Agent-ready version. No automatic renewal.

Or connect your AI now