Data intelligence for fundamental investors

Unlock the power
of data for investors.

FocusAlpha turns the world's expanding ocean of information into clear, thesis-aligned signals — so you can focus on the alpha.

Live · 24 sources → 1 thesis
01 The opportunity

Take the data explosion to your advantage.

0%

of the world's data was generated in the past two years.

0×

data volume is projected to triple in the next three years.

0+

Different data sources are already giving top asset management firms an edge today.

02 Key use cases

Investors use FocusAlpha for:

  1. 01Digest Data
  2. 02Monitor Portfolio
  3. 03Track Thesis
  4. 04Screen Ideas
  5. 05Scrape Data
01Digest Data
/digest
@ Sources</>
/digest
Analyze and debate my investment report on NVDA from different angles using all data sources
Analyzing data…
Industry datasets
Industry expert interviews
Earnings call transcripts
Analyst reports
Analytics answer
NVDA investment debate — cross-source synthesis
Bullish points
  • Hyperscaler capex guidance revised upward across all four major buyers [1]
  • Networking attach rate strengthens gross margin floor by ~200bps [2]
  • Sovereign AI deals add multi-year visibility outside Big-Tech cycle [3]
Bearish points
  • Custom-silicon adoption at top customers accelerating into 2026 [4]
  • Inventory in the channel ticking up across distributor checks [1]
02Monitor Portfolio
Analyzing data sources
Industry expert call — GPU supply chainNVDA
Industry conference post — OFC 2026 opticsGLW
AMD earnings call transcript — Q1 FY26AMD
CEO interview — Corning datacenter opticsGLW
NVDA 10-Q Quarterly Report FY26 Q3NVDA
Hyperscaler capex tracker — weekly updateNVDA
AMD MI400 sovereign design winsAMD
Industry expert call — GPU supply chainNVDA
Industry conference post — OFC 2026 opticsGLW
AMD earnings call transcript — Q1 FY26AMD
CEO interview — Corning datacenter opticsGLW
NVDA 10-Q Quarterly Report FY26 Q3NVDA
Hyperscaler capex tracker — weekly updateNVDA
AMD MI400 sovereign design winsAMD
Delivered · 7:30am
Wed, 18 Mar 2026
OVERNIGHT NEWS FLOW
Commentary
NVDA +2.4%AMD +1.8%GLW +1.2%
  • NVDA moved up on next-gen Blackwell Ultra reveal; hyperscaler commitments confirmed from MSFT & AMZN.
  • AMD rose on MI400 sovereign-AI design wins; gross margin guide upticks 80bps.
  • GLW gained on stronger datacenter-optics demand; channel checks suggest Q2 above consensus.
03Track Thesis
Note · GE
My thesis
My thesis — Oil price impactSell-side: CautiousBuy-side: ConstructiveHedge fund net longRetail bearish2023202420252026
GE share price · sentiment overlays vs. your thesis
04Screen Ideas
/sector-screen
@ Sources ▾</>
/sector-screen
Query
Key capital-equipment suppliers for TSMC — market cap, exchange, and core product line.
Reading sources…
Analytics Answer

TSMC's leading-edge capacity is built on a tight stack of equipment vendors. The table below ranks the largest by market cap with their primary product line.

Capital-Equipment Suppliers
#CompanyTickerExchangeMkt Cap ($B)Key Product
1ASML HoldingASMLNASDAQ / AEX$310EUV & DUV lithography
2Applied MaterialsAMATNASDAQ$165Deposition, etch, CMP
3Lam ResearchLRCXNASDAQ$120Etch, deposition
4Tokyo Electron8035.TTSE$95Coater/developer, etch
5KLA CorpKLACNASDAQ$92Process control, inspection
6Advantest6857.TTSE$48SoC / memory test systems
7ASM InternationalASM.ASAEX$28ALD deposition
8Disco Corp6146.TTSE$25Dicing / grinding equipment
05Scrape Data
/scrape
@ Sources</>
jodidata.org/oil/database/datadownload
Agent analyzing website — locating Extended Primary CSV tabs…
Extended Primary CSV · annual archives
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
0 / 12 CSVs downloaded
Xjodi_oil_consolidated.xlsx12 sheets · 248,514 rows
A — CountryB — YearC — MonthD — ProductE — FlowF — Value (kbd)
1United States2024JanCrude OilProduction12,940
2United States2024JanCrude OilRefinery Intake15,420
3Saudi Arabia2024JanCrude OilProduction9,010
4Saudi Arabia2024JanCrude OilExports6,415
5Russia2024JanCrude OilProduction9,640
6China2024JanCrude OilImports11,308
7UAE2024JanCrude OilProduction3,210
202420232022202120202013
03 Our edge

Trusted sources from industry experts and datasets.

Live

Global Semiconductors

120+ tickers
Live

Global Industrials

200+ tickers
Live

Global Logistics

80+ tickers
Live

Global AI Infra

60+ tickers
04 Our values

Built by investors and data scientists.

01

Complete

We help uncover the unknown unknowns.

02

Unbiased

We don’t cherry-pick the data that fits a narrative.

03

Privacy

Securely deployed on-prem or in a private cloud.

05 Customers

From people who run real capital.

“FocusAlpha surfaced new data sources we didn't know existed — and routed only the changes that mattered straight to our inbox.”
S
Sarah R.
Director of Research · long-only fund, $4B AUM

Unleash the power of information.

Let us empower you