I will verify any stock supply chain with sec filings
About this Gig
Know which suppliers are real and which are hype. I read SEC 10-K filings so you don't have to.
WHAT YOU GET
Supply Chain Map: T4 (raw materials) to T1 (terminal product) full four-layer mapping with E1/E2/E3 evidence scoring.
Bottleneck Screening (B1/B2/B3): Can this supplier be replaced? How fast? Is the customer locked in?
Risk Matrix: Geopolitical, competitive, and technology substitution risks scored.
Investment Conclusion: Buy, watch, or avoid with allocation percentages.
WHY ME
115+ annual reports audited. 22% false-claim detection rate. Every E1 claim includes SEC filing source and page number.
HOW IT WORKS
You tell me the stock. I pull its 10-K from SEC EDGAR, cross-reference suppliers, apply B1/B2/B3 scoring, and deliver a clean PDF report.
Not financial advice. Independent research based on public SEC filings.
Purpose:
Competitive analysis
FAQ
Can you analyze a stock that's not in the AI/semiconductor industry?
Yes. My supply chain mapping methodology (T4→T1) works for any industry — EV, aerospace, pharma, consumer goods. Tell me what you need.
What's the difference between E1, E2, and E3 evidence?
E1 = Directly cited from an SEC filing with page number. E2 = Reasonably inferred from public data, reasoning included. E3 = Unverified estimation — I don't use E3 in paid reports.
How long does the report take?
Basic (1 stock): 3 days. Standard (3 stocks): 5 days. Premium (5 stocks): 7 days. Each stock takes 1-2 hours of 10-K reading and cross-referencing.
Do you provide investment advice?
No. I provide audited supply chain research based on public SEC filings. My reports include investment conclusions based on evidence, but these are not recommendations. Always do your own due diligence.
What if the company I want isn't US-listed?
I primarily work with US-listed companies (10-K/20-F on SEC EDGAR). For non-US companies, the evidence level may be lower due to different disclosure rules. Contact me before ordering.

