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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:
- 01Digest Data
- 02Monitor Portfolio
- 03Track Thesis
- 04Screen Ideas
- 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
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
| # | Company | Ticker | Exchange | Mkt Cap ($B) | Key Product |
|---|---|---|---|---|---|
| 1 | ASML Holding | ASML | NASDAQ / AEX | $310 | EUV & DUV lithography |
| 2 | Applied Materials | AMAT | NASDAQ | $165 | Deposition, etch, CMP |
| 3 | Lam Research | LRCX | NASDAQ | $120 | Etch, deposition |
| 4 | Tokyo Electron | 8035.T | TSE | $95 | Coater/developer, etch |
| 5 | KLA Corp | KLAC | NASDAQ | $92 | Process control, inspection |
| 6 | Advantest | 6857.T | TSE | $48 | SoC / memory test systems |
| 7 | ASM International | ASM.AS | AEX | $28 | ALD deposition |
| 8 | Disco Corp | 6146.T | TSE | $25 | Dicing / 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 — Country | B — Year | C — Month | D — Product | E — Flow | F — Value (kbd) | |
|---|---|---|---|---|---|---|
| 1 | United States | 2024 | Jan | Crude Oil | Production | 12,940 |
| 2 | United States | 2024 | Jan | Crude Oil | Refinery Intake | 15,420 |
| 3 | Saudi Arabia | 2024 | Jan | Crude Oil | Production | 9,010 |
| 4 | Saudi Arabia | 2024 | Jan | Crude Oil | Exports | 6,415 |
| 5 | Russia | 2024 | Jan | Crude Oil | Production | 9,640 |
| 6 | China | 2024 | Jan | Crude Oil | Imports | 11,308 |
| 7 | UAE | 2024 | Jan | Crude Oil | Production | 3,210 |
20242023202220212020…2013
03 Our edge
Trusted sources from industry experts and datasets.
Live
Global Semiconductors
120+ tickers
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200+ tickers
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Global Logistics
80+ tickers
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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