Ryan’sSemis Dashboard

Your one-stop shop for the key semis updates and stock analysis.
ryanjin.ai
★ Made in New York City
last updated —

Morning Brief

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⚡ Top movers · pre-market
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📊 Reporting today
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📞 Top channel takes
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💡 Top trade ideas
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🔥 Hot in TMTB Slack
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🐦 Top X signal · AI focus
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Filter
⏱ Clocks · market opens · token usage
NY time
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NY open
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9:30 ET
SOX today
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Nikkei open
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9:00 JST
Kospi open
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9:00 KST
Tokens today
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Claude API
Tokens all-time
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90d
Claude $ today
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USD
Claude $ all-time
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90d
💰 Cost overlay · click to expand live
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Market moves — futures, indices, FX

🐦 Live X feeds — what's hot in AI/semi space overnight

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Raw tweets from your followed semi/AI handles + a daily Haiku 4.5 sentiment summary at 6 AM ET. Click any handle to open on X.

💬 TMTB Slack — top messages last 24h

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Top-reacted from #asia-news-wire, #tech-news-wire, #market-chatter, #earnings, #tmtb-qa-ama.
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Raw JSON →
Overnight news digest

📰 Overnight news digest

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Sourced from Slack #asia-news-wire, #tech-news-wire, #market-chatter, #earnings + DigiTimes, EE Times, Nikkei Asia, SemiWiki, Tom's Hardware. Last 24h industry events only. Substack research lives in the Meetings tab.
Generating overnight digest…
Raw JSON → Briefs archive
Digests

🎙️ Podcast digest

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9 podcasts (All-In, BG2, No Priors, Dwarkesh, Lex, a16z, Odd Lots, Freakonomics, The Circuit). Currently disabled for cost.
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📈 Memory / spot pricing

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DRAM/NAND spot from TrendForce, DRAMeXchange, contract pricing trends.
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Weekly recap

📅 Week-in-review

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Sunday 9 AM EDT auto-synthesis: macro recap, earnings reactions across coverage, what reset consensus, what's reporting next week, key Substack/research takes, top 5 Slack signals. Builds on prior weekly notes (memory-aware).
Past weeklies →
Top 5 movers — and why

🔥 Semis — top 5 winners + losers

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Top 5 each direction across semi coverage (~60 names). Web-search reason per ticker.
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📈 S&P 500 — top 5 winners + losers

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Top 5 each direction across curated SPX universe. Web-search reason per ticker.
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Live charts — SOX / SPY
🌏 Asian markets — overnight top movers

🇰🇷 Korea (Kospi)

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🇯🇵 Japan (Nikkei)

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🇹🇼 Taiwan

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📊 Visible Alpha consensus — sell-side estimates

📊 VA consensus — coverage tickers

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Next-quarter EPS / Revenue consensus + n-estimates per ticker, scraped daily 6:00 UTC from Visible Alpha. Click any ticker for drilldown.
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VA estimate revisions — most active

EPS / Revenue revisions vs N-days ago

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Top movers: which coverage tickers had the biggest sell-side EPS revision over the selected window. Up = consensus raising.
Top 8 upward
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Top 8 downward
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Raw JSON →
📅 Upcoming corporate events

📅 Upcoming corporate events — earnings, analyst days, blogs

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Earnings + analyst days + corp blog posts (next 90 days). Sources: yfinance + IR feeds.
Watchlist

📈 Stocks watchlist — live (~15min delay)

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Full coverage: 150+ tickers across US / Asia / EU / Macro. Refreshes every 5min during US market hours. Source: yfinance.
Ticker Region Segment Price Chg % Chg
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Raw JSON →
Stock analysis

🎯 Guidance vs then-consensus

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For every coverage ticker: did topline guidance beat the THEN-consensus for Q+1 (8-quarter rolling). Spots chronic sandbaggers vs raisers.
By ticker —

🟢🔴 Earnings T+1d reaction matrix

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Convention: cell = long-anchor / short-peer pair-trade return on trading day after anchor's earnings (anchor T+1d − peer T+1d).
Index JSON →
Consensus estimates

📊 VisibleAlpha revisions — where consensus moved

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Where Street consensus moved this week / month — by ticker, segment, line item. Top 10 movers up/down. C26 / C27 YoY consensus by line item for full coverage.
Phase 2 build: Playwright scraper logging into visiblealpha.com with VA_USER credentials, pulling consensus snapshots, diff'ing week-over-week. Output: top revision movers + C26/C27 YoY trajectory per coverage ticker.

🔍 Ticker drilldown — input ticker, see revision history

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Search a ticker → see all revisions over time, by line item (revenue / GM / EPS / segment-level).

📞 Meeting highlights — last 7 days

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Concise 1-3 line summaries per meeting with key quotes + stock implication. Click any title for full transcript page.

📋 Top-of-mind — last 7 days synthesis

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Opus 4.7 reads all meetings + substacks from the past 7 days and synthesizes the dominant themes with verbatim quotes. Refreshed weekly Monday 8 AM EDT.
Generating synthesis…
Company & expert meetings — search / archive / notes

📊 BamSEC earnings transcripts — by ticker

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Type a ticker to pull last 3-4 earnings call transcripts and Opus-summarized key takeaways.
Phase 2: Playwright login to bamsec.com with TEGUS_USER, search ticker, pull last 4 earnings transcripts, send to Opus for "key takeaways + verbatim quotes" per quarter.

🔍 AlphaSense / Tegus expert calls — by ticker

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Pull recent expert call transcripts on coverage tickers, summarized.
Phase 2: Playwright login to AlphaSense + Tegus, semantic search per ticker, last 3-4 expert calls, Opus summary.

🔎 Search all meetings (~500)

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Ticker, company, or keyword search across full Plaud history.
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    📅 This week's meeting logs

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    📝 Manual notes

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    Tag by ticker. Pulled into equity analysis automatically.

    📋 Saved notes

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    🆕 Newest articles — last 24h, with summaries

    📨 Just-published articles · Haiku 4.5 / Max-plan summaries

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    Each new substack article gets a buyside summary + bullets + verbatim quotes. Server cron at 5:40am ET (Haiku 4.5); if API credits low, local Max-plan failover patches via WSL every 4h.
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    ⚡ Top-of-mind synthesis on-demand
    Click ↻ Push for updates on Substacks tab to generate synthesis (on-demand).
    🔍 Notable activity — Burry · Citrini

    🐻 Michael Burry — recent X activity

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    @michaeljburry — every post tagged with semi/AI relevance. Cryptic by design; we just surface what he posted.
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    🎯 Citrini — recent commentary

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    Latest substack pieces + X posts (@citrini). High-conviction macro / thematic calls.
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    🔥 Themes — last 7 days

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    Sub-sector mention frequency across all substacks. Hover to see articles.
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    📊 Ticker mentions — last 7 days

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    Top tickers across all substack articles in the past week.
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    🔬 Technical concept tracker — last 7 days

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    Mentions of process / packaging / memory / optical concepts across substacks. Click any concept to filter articles below.
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    AI development news — frontier labs, infrastructure, ML research

    🧠 LLM & frontier model labs

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    Anthropic, OpenAI, Google DeepMind, xAI, Meta AI, Mistral, DeepSeek, Cohere, Stability, Perplexity, AI21, Inflection, Hugging Face, Together, Fireworks, Groq, Replicate, Modal.

    ⚙️ AI infrastructure (compute, storage, networking)

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    Nvidia, AMD, Cerebras, Groq, Tenstorrent, AWS Bedrock, GCP Vertex, Azure ML, Astera Labs, Coherent, Lumentum, Marvell, Cloudflare, Pure Storage, VAST, Weka, Lambda Labs, RunPod, CoreWeave, Nebius.

    📚 Research & agents (arXiv-adjacent / agent platforms)

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    Berkeley AI Research, Stanford HAI, MIT-IBM Watson Lab, LangChain, Vercel AI SDK, Pinecone, Weaviate, AdEPT, Character.AI, Liquid AI. (Phase 2: arXiv daily filter for our coverage themes.)
    Phase 2 — arXiv + research blog scraper.
    AI LLM outage analysis & stock implications

    📈 Stock implications — based on current outage state

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    When one LLM provider is degraded/down and another is operational — there's a relative-share-of-traffic shift. Haiku 4.5 + web search interprets this for tradeable implications.
    Generating implications…

    🛰️ Provider status — refreshed every 5 min

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    Aggregates from Statuspage / status.cloud.google.com / health.aws.amazon.com. Green = operational, amber = degraded, red = outage.
    Raw JSON →

    🚨 Recent incidents (last 7 days)

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    Pulled from each provider's status page. Click through for full incident report.

      🗺️ US data center map

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      Hyperscaler regions (AWS / GCP / Azure) annotated on a US map, color-coded by recent incident severity. Coming next session — needs a static map asset + region status overlay.
      Ticker analyzer

      🔬 Ticker snapshot — type any ticker

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      Pulls market cap, valuation, consensus, 52W range, recent earnings reaction. Phase 2 will trigger full equity-research pipeline (filings + Tegus expert calls + LLM synthesis).