Deep dives: 600+ assets and counting
Institutional-grade research notes on every S&P 500 company, curated growth names, sector ETFs, and dozens of crypto assets — each with scores, fair-value ranges, and an honest verdict. Open the research hub.
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- 2-yr UST 4.17% +2 bp up
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- 10-yr UST 4.68% +5 bp up
- 30-yr UST 5.25% +4 bp up
AI-native investment research
The market's best minds, synthesized.
A recursively self-improving investment engine: it distills the claims and frameworks of the sharpest investors, fuses them with fundamental and technical data, and learns from its own predictions — every conclusion grounded in a citable source, never a plausible guess.
One email every Saturday morning: the week in markets, the board's moves, one insight. No spam. Unsubscribe anytime.
- Grounded, not generated A general AI fills gaps by inventing what sounds right. Every Synthos view traces to a real, dated expert claim and hard market data — and we say so when it isn't there.
- Current, not frozen The best AI is frozen at its training cutoff — blind to the last few months, exactly when markets move. Synthos fills the gap: top investors, distilled weekly, over live data.
- Scored, not summarized A chatbot summarizes; Synthos takes a position — one live conviction score on every big question across macro, AI, crypto, and medicine, and it tracks the moment that conviction starts to shift.
- On the record, not off the cuff Every call is dated, logged, and graded in public as it resolves — misses and all. And where the sharpest minds disagree, we show the split instead of averaging it into mush.
The products
Everything Synthos publishes, in one place
Live today unless it carries a “coming” label.
Synthos One & the model portfolios
The flagship 100-position portfolio, six sector portfolios, and four risk tiers — holdings and weights fully public, hypothetical performance labeled honestly, with the real-money Flagship tracked in public from its launch. See the portfolios.
The Synthesis
The weekly letter, Saturday mornings 8am ET: the week in markets, which calls moved and why, one insight from the research funnel, and the portfolio corner. Free members get the letter; paid members get the numbers.
The Frameworks
How the market's sharpest voices actually think — their causal beliefs, falsifiers, and mind-changes, rebuilt from dated verbatim claims and published only after passing an out-of-sample test. Meet the Frameworks.
The Science Gap
Where the science and the trade disagree. Scientific feasibility from our frontier-researcher panel, minus what the market has already priced — the widest gaps are the next exponentials. See the gaps.
The Forecaster Scorecard
We capture dated predictions from the people you follow and grade them when they mature — claims, never persons, always sourced. How it works.
Data for AI agents
The same conclusions people read, structured for the tools doing the next generation of investing — machine-readable, cited, provenanced. Free, read-only MCP layer, live now. See llms.txt.
The Receipts
Everyone you follow makes predictions. Nobody checks them. We do.
A research engine, not a newsletter: we remember every claim with dates and attribution, and grade the results at scale — including our own. How it weighs all of that is our edge — what it concludes is yours.
- 44,000+ dated, person-attributed expert claims in the knowledge base — growing every week
- 12,447 dated predictions captured from named investors, scientists, and macro thinkers, ready to grade
- 1,894 carry explicit time horizons — mechanically gradable as they mature
- 44 research fields across 7 domains — macro, AI, crypto, medicine, investing, and frontier tech
- 1 week from a claim being spoken on a podcast to it moving a live prediction, a score, or a portfolio
- Every call graded our own predictions included, by the same rules — nothing dropped, nothing cherry-picked
First public edition: February 2027
How the Scorecard works
“Who was actually right?” — quarterly, free
Every tracked forecaster’s horizon-bearing calls, graded against outcomes, with the grading rules fixed in advance. We grade claims, never persons — and never a claim we cannot source verbatim with a date. Corrections policy included.
The notebook
Latest research
- Balance Sheets Broke in July. The Businesses Didn't. That is our read of the semiconductor flash crash — and nine dated calls about what comes next are now open on our ledger, graded in public. One resolves while you read: this morning's CPI print.
- Western Digital Corporation (WDC) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/WDC Theme: Compute (HDD/storage); NAND flash business spun
- Travere Therapeutics, Inc. (TVTX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/TVTX Theme: Genomics/biotech (rare kidney disease) Date: 2026-
- TG Therapeutics, Inc. (TGTX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/TGTX Theme: Genomics/biotech (multiple sclerosis drug Briumvi) Date:
- Sociedad Química y Minera de Chile S.A. (SQM) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/SQM Synthos Research — institutional deep-dive. Not investment advice.
- SNDK — Sandisk Corporation ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/SNDK Theme: Compute (memory/NAND) | Sector: Technology / Semiconductors | Price:
- Planet Labs PBC (PL) — Deep Dive Theme: Frontier (satellite imaging / space data) Date: 2026-07-02 1. What It Is Planet Labs operates the largest commercial fleet of Earth-imaging satellites, capturing daily, full-Earth imagery
- Marvell Technology, Inc. (MRVL) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/MRVL Theme: Compute (custom silicon / optical interconnect) | Date: 2026-
- Lattice Semiconductor Corporation (LSCC) — Deep Dive Theme: Compute (FPGA) | Price: $146.30 | Market Cap: ~$20.0B | Date of note: 2026-07 1. What it is Lattice Semiconductor designs low-power, small-footprint FPGAs (field-programmable gate
- Lam Research (LRCX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/LRCX Date: 2026-07-02 | Price: $391.26 | Market
- Lumentum Holdings (LITE) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/LITE Theme: Compute / Optical Datacenter Interconnect Date: 2026-07-
- Halozyme Therapeutics (HALO) — Deep Dive Price: $77.01 | Market cap: ~$9.1B | 52-wk range: $52.72–$82.22 | Sector: Healthcare / Biotechnology Data as of: FY2025 10-K (filed 2026-02-17) + Q1 FY2026 (filed
Membership
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- Free $0, every week, forever — The Synthesis, the Conviction Board, the macro read.
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Disclaimer. Synthos Research is an independent research publication for
educational and informational purposes only. Nothing here is investment advice, a
solicitation, or a recommendation to buy or sell any security, and it is not personalized to
your situation. Markets are risky; do your own due diligence and consult a licensed
professional. The author may hold positions in securities discussed.