@seanweisean

upstream-material-analysis provides a six-step framework for evaluating supply-chain materials lacking direct end-market exposure. covers positioning analysis, supply-demand assessment, price-volume modeling, customer validation, competitive comparison, and output documentation. structured for equity research in materials like copper foil, substrates, and specialty crystals.

optical-comm-investing provides a stock analysis framework for optical communications supply chains (chipsets, modules, PCB) grounded in sector research, with a repeatable nine-factor gate (logic hardness, market size, revenue certainty) and quantified demand models. requires manual reference file curation.