33 Tech Dashboards
| Ticker▾ | Company▾ | Category▾ | Rating▾ | Price…▾ | 12-mo PT▾ | Δ vs PT▾ | As of▾ | Next Release▾ |
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Thesis Graph: How It Connects
The Library: Five Expressions of One Trade
How It Gets Built
Every dashboard in this library runs the same pipeline, from what earns coverage to what gets disclosed. Six steps, in order.
Coverage Philosophy
Eight categories that mirror the most contested corners of tech: AI compute and memory, hyperscalers, quantum, security, robotics and physical AI, networking and server hardware.
Valuation Framework
Each company gets the framework its stage and earnings quality warrant. Every name carries Bull, Base, and Bear targets with probability weights, blended into one fair value.
Data Sources
A live quote feed sits over curated per-dashboard figures, each stamped with an asOf date and reviewed quarterly after earnings.
AI Workflow
AI is a force-multiplier on the inputs, not the verdict. The rating, price target, and scenario probabilities stay author judgment.
Update Cadence
A colored Data as of badge rides every dashboard and hub card. Live values refresh on each page load.
Disclaimers
An independent research sample, built to be inspected. Not investment advice.
About this work
The dashboards and downloadable Excel models in this library are an independent research sample for demonstration. They are not investment advice, and not a recommendation to buy or sell any security. The models are illustrative teaching workbooks: their assumptions are explicit and meant to be changed. Figures were compiled from public filings and data providers and will drift. Refresh before relying on anything here. Spreadsheets download rather than preview; open them in Excel, Google Sheets, or Numbers.