Zero One Investment Research
🔪The Blade
Choose Your Edge
AI, semiconductor, and tech intelligence for investors who demand clarity. From weekly summaries to daily deep dives.
Free
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Weekly intelligence brief with the week's top signals, movers, and catalysts.
- The Blade Weekly — one curated brief per week
- Top market signals and supply chain moves
- Taiwan and global stock movers
- What to Watch catalyst calendar
- Web access to all published briefs
Most Popular
Paid
$19/month
Full daily intelligence delivered every market day. The edge serious investors need.
- The Blade Daily — every market day in your inbox
- Everything in Free, plus:
- Deep-dive analysis on key developments
- Real-time supply chain and earnings coverage
- Full archive access to all past briefs
- Priority email support
Professional
Institutional Investor
$89/month
Direct access to our research team. Built for funds, family offices, and professional investors.
- Everything in Paid, plus:
- Direct analyst access via email and chat
- Custom research requests (2/month)
- Quarterly strategy call with our team
- Early access to new research products
- Multi-seat licensing available
What The Blade Covers
Every brief distills hundreds of sources into the signals that matter for semiconductor and AI supply chain investors.
- Semiconductor equipment & foundry capacity
- HBM, advanced packaging & AI infrastructure
- Taiwan supply chain ground truth
- Export controls & geopolitical risk
- Earnings signals & guidance shifts
- Stock movers with supply chain context
Also Available On
Institutional investors can access our research through leading platforms:
Smart Karma
Asia-Pacific's leading independent research network
Bloomberg
Global financial data and research terminal
🔪The Blade
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