Every clip is a node.
The thesis is the graph.

AI-enriched research capture for investors. Non-material fragments, assembled into an investable picture.

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ONTOLOGY / LIVE

01 / CAPTURE

Right-click. Saved.

Any text or chart, <200ms. Capture never blocks — enrichment runs async, writes back when done.

02 / ENRICH

Every number preserved.

Charts transcribed verbatim — every axis label, every data point — searchable without paying vision cost twice.

03 / SYNTHESIZE

Fragments → thesis.

One-click digest, EN or 中文. Native buyside register, not translation.

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MOSAQTHEORY

CAPTURE PIPELINE / ACTIVE

morganstanley.com · AI Infrastructure Update · Jul 3

NVDA data center +154% YoY; estimates beat by $2.1B. CoWoS remains primary supply gating factor through H1.

PASTE TO ADD CLIP

TODAY · JUL 3 · 4 CLIPS

TSMC13:41

CoWoS tight through H1 2025, mgmt confirms capacity constrained

channel-check

META12:55

$37B capex guide raised +38%, Llama infra build primary driver

earnings

✓ CLIP SAVED

SYNTHESIS · JUL 3 · 4 CLIPS

Every clip is a node.The thesis is the graph.