LUNARTULIP LAB/ RESEARCH DESK

AI-NATIVE RESEARCH & DECISION WORKSPACE

LUNARTULIP RESEARCH DESK / THEMATIC INVESTMENT INTELLIGENCE

See what changed faster—
and which judgments need updating.

LunarTulip Research Desk is an always-on thematic investment intelligence service for AI technology, continuously maintaining investment-relevant evidence, thesis states and signals across a focused set of themes, with delivery through institutional research subscriptions and machine-readable thematic data APIs.

Continuously operating · Human judgment in loop · Evidence traceable

RESEARCH DESK / TODAY SYSTEM PULSE · NOMINAL
DAILY RESEARCH STATEToday’s research priorities
01HIGH SIGNALTO VERIFY

Are upstream constraints changing the realization timeline?

Three new evidence items linked to the core thesis; next validation point updated.

THESIS UPDATEStrengthened / confidence bound unchanged+03
CHANGE LEDGERIndustry event causally tagged+07
NEXT ACTIONAwait operating-data cross-check48H
SANITIZED WORKSPACE VIEWHUMAN JUDGMENT IN LOOP

CURRENT ACTIVE COVERAGE / 8 TRACKS

Eight maintained themes across the AI technology value chain.

Coverage Tracks are stable taxonomy anchors. Research priority, available fields and delivery depth vary by theme and engagement scope.

01 / ACTIVEAI Compute EconomicsAI_COMPUTE_ECONOMICS
02 / ACTIVESemiconductors & FoundrySEMICONDUCTORS_FOUNDRY
03 / ACTIVEMemory & HBM CycleMEMORY_HBM_CYCLE
04 / ACTIVEOptical & NetworkingOPTICAL_NETWORKING
05 / ACTIVECloud & Neocloud EconomicsCLOUD_NEOCLOUD_ECONOMICS
06 / ACTIVEAI Datacenter InfrastructureAI_DATACENTER_INFRASTRUCTURE
07 / ACTIVEAgentic Software & ApplicationsAGENTIC_SOFTWARE_APPLICATIONS
08 / ACTIVEPhysical AI & RoboticsPHYSICAL_AI_ROBOTICS

30-SECOND SYSTEM VIEW / 01

Two research engines form continuous judgment in one workspace.

Discretionary fundamental research explains industries and companies; systematic quant tests signals and portfolio discipline. Research Desk connects both into a continuous experience from change detection and judgment updates to outcome learning.

01 / RESEARCH

Global information, industry causality and investment theses

Continuously ingest public information and organize companies, value chains, evidence and falsifiable theses in one research state.

02 / STRATEGY

Factor research, backtests, stress tests and market regimes

The systematic quant engine tests signals, allocation rules and failure boundaries—independent validation without replacing the PM.

03 / PORTFOLIO

Portfolio state, risk budgets, constraints and monitoring

Translate judgment into constrained portfolio expression while monitoring concentration, regimes, risk boundaries and outcome paths.

04 / LEARNING

Decision memory, attribution and rule updates

Preserve point-in-time information and outcomes, then feed governed attribution back into the next research and decision cycle.

ENGINE 01 / DISCRETIONARY FUNDAMENTAL

Discretionary fundamental system

Driven by PM judgment, using Coverage, the R-line AlphaMap × Ontology, industry causality, evidence and HYP lifecycles to continuously update company and industry views.HUMAN-LED RESEARCH

ENGINE 02 / SYSTEMATIC QUANT

Systematic quant system

Mostly automated. QuantLab continuously runs factor and model research, backtesting, allocation and systematic portfolio updates.SYSTEMATIC VALIDATION

RESEARCH WORKSPACE

Always-On Research Desk

Connects both engines’ research state, discretionary and quant NAV curves, outcome ledgers and reviewable decision memory across seven workspaces.CONTINUOUS RESEARCH WORKSPACE

DELIVERY SURFACES / 02

One research state, delivered to people, agents and systematic workflows.

The public site preserves citable AlphaMap and Deep Dive articles. Professional and institutional clients can receive continuously updated human-readable research, a licensed Research API or point-in-time alternative datasets by coverage.

01 / HUMAN

Human-readable Research Desk

State Change Briefs, Coverage Reviews, Deep Dives, Research Models and limited Briefings.

02 / MACHINE

Machine-readable Research API

Research Objects, claims, evidence, versions and falsifiers for internal agents and knowledge bases.

03 / QUANT

Alternative datasets

Point-in-time thesis, event, state and candidate-factor data for systematic and quantamental buy-side teams.

WORKSPACE IN PRACTICE / 03

Seven workspaces turn research state into daily action.

Today, Change Ledger, Coverage, Hypotheses, Decision Memory, Briefs and System Pulse organize priorities, change, coverage, theses, learning, output and operating state. The interfaces below are sanitized views of the working product.

ALWAYS-ON RESEARCH DESKWORKSPACE PREVIEW
TODAYHYPOTHESESCHANGE LEDGER
Sanitized Research Desk Today interface
01 / TODAYToday’s research priorities
Compress daily change into research priorities, belief updates and the next validation actions.
Sanitized Research Desk Hypotheses interface
02 / HYPOTHESESHypothesis lifecycle board
Track strengthening, weakening, reversal and pending validation points.
Sanitized Research Desk Change Ledger interface
03 / CHANGE LEDGERTraceable event ledger
Connect each change to its thesis, evidence and next action.
SANITIZED DEMONSTRATIONNO LIVE PORTFOLIO DATAEVIDENCE TRACE ENABLED

OPERATING LOOP / 04

Two research engines enter one learning loop.

01SENSESense global change
02REASONForm and test judgment
03ALLOCATEEnter portfolio constraints
04LEARNAttribute and update memory

NINE-LAYER ARCHITECTURE / 05

See how judgment forms, gets tested and improves from information to feedback.

Nine layers cover information intake, evidence and industry causality, theses, strategy discovery, quantitative validation, portfolio constraints, outcome attribution and decision memory. Each layer identifies its primary engine and operating mode, making the division between human judgment and system discipline clear.

01Global information intakeBOTH ENGINESAUTOMATED INTAKE
02Evidence & coverageFUNDAMENTALHUMAN-GOVERNED
03AlphaMap × OntologyFUNDAMENTAL / R-LINEHUMAN-GOVERNED
04Thesis lifecycleFUNDAMENTALPM-GOVERNED
05Strategy discoverySYSTEMATIC QUANTMOSTLY AUTOMATED
06Backtesting & quant validationSYSTEMATIC QUANTMOSTLY AUTOMATED
07Portfolio & risk constraintsBOTH ENGINESGOVERNED
08Dual NAV & outcome attributionBOTH ENGINESAUTOMATED OUTPUT
09Decision memory & learningSHARED LOOPHUMAN-APPROVED

AVAILABLE FOR EVALUATION

System architecture, sanitized interfaces, research samples, aggregate validation and corrections

PROTECTED INSTITUTIONAL ASSETS

Live positions, model weights, original calls, execution details and core decision memory

DEEPER VERIFICATION / 06

Begin with the research, then explore the system behind it.

Begin with a public AlphaMap sample or Deep Dive, then evaluate the Research Desk, licensed Research API or alternative datasets as needed. Public articles are for reading and citation; they are not licensed datasets.

RESEARCH METHODOLOGY / IMPORTANT INFORMATION

This page presents research methods, system architecture and sanitized interfaces to explain Lunartulip’s research capabilities and working approach. It is not investment advice, fundraising, financial-product solicitation or a promise of returns.