2026-08-15 · OPEN
Power-interconnect queue update
H1: layer tightness should lead re-rating in constrained electrical equipment.
sample data — pending first publish
AITHER LABS · INSTRUMENT 02
Bottlenecks migrate. Prices lag. We measure the gap.
Physical Alpha — a falsifiable framework for the AI & robotics build-out. Point-in-time tested. Kill criteria published.
Falsification Watch
View the registry2026-09-30 · OPEN
HBM capacity qualification window
H2: fresh supply-chain provenance should outperform stale proxy signals.
sample data — pending first publish
2026-11-12 · OPEN
Advanced-packaging backlog release
H3: fully re-rated layers should underperform on forward relative return.
sample data — pending first publish
Measured, not narrated.
Point-in-time or it doesn't count.
Falsifiable in public.