TESSARA
Founding access
See the constraint before it moves the stock.
Tessara tracks the physical bottlenecks behind AI capacity and maps them to the public companies exposed. Institutional-grade intelligence, without the institutional bill.
Memory. Packaging. Networking. Power. Cooling. Data centers.
Our open call · graded in public
HBM stays bound through 2026 Q4. All three majors are sold out.
Called May 3 · basket SK Hynix · MU
+68.9%basket since the call
May 3 · 0%today · Jul 10 · +68.9%
5 of 10 resolved calls hit · 17 live · misses kept
Timestamped. See the full record →A Bloomberg seat
~$32,000/yr
Two-year contract. No supply-chain constraint layer.
Tessara · founding rate
$2,400/yr
About 7% of a seat. Roughly $6.60 a day.
What pays for it
One read
One constraint you see move before consensus covers the year many times over.
The record is public. The edge is in the terminal.
The call above is free to read; so is the whole graded record, hits and misses. That is the proof. A seat is what a public scorecard never can be.
PUBLIC The graded record, hits and misses
PRO Every call before it resolves, while it is still actionable
PRO Every constraint score, live and moving daily
PRO The exposure graph on your own book
What changes
The day you have a seat, the job changes.
Without it
You read the shortage headline the morning it prints, same as everyone else.
You size the position after the move, not before it.
You walk into the print hoping the Street is wrong.
With a seat
You see the constraint bind weeks before it is news.
You know which names it pays and which it squeezes, on your own book.
You walk into the print already knowing where the Street is wrong.
ForReal exposure to semis, hyperscalers, power, memory, networking, or the AI supply chain.
Not forGeneral AI news, model-release takes, macro calls, or “is NVDA good?” validation.
Pricing
Lock the founding rate before it rises.
Founding pricing rises to the $500 standard as coverage expands. Lock today's rate for life, or start monthly to evaluate.
Most investors start here
Pro · founding
$200/mo$500standard
billed annually at $2,400
Full access to Tessara Fabric™: the engine that maps the entire AI buildout.
Cancel anytime.
- Constraint MapWhat's tightening or easing across memory, packaging, power, networking, cooling, and data centers.
- Exposure GraphEvery constraint mapped to 400+ public AI companies: who benefits, who's squeezed.
- Bottleneck Migration & Cycle WatchWatch the bind move across the map: CoWoS to ABF, generation to transformers, networking & optics. Cycle Watch flags when a lane is turning (Beta).
- Earnings ConsoleSee the variant call before the print and the post-call grade after.
- Catalyst CalendarWatch dated ramps, power projects, qualifications, and supplier expansions before they become headlines.
- Ask TessaraYour private analyst for the AI trade. Research, compare names, test your thesis.
- Weekly Pro BriefingThe highest-signal insights from the terminal, weekly.
Institutional
Custom
Annual contract · on request
For desks mapping Tessara Fabric to their own coverage universe.
Talk to us- Everything in Profor the desk: seats, shared books, admin, SSO
- Priority coverageyour names scoped in first
- API, exports & alertsin your workflow
- Point-in-time data+ a line to the research team
Max risk
$250
$250
Your downside is one month.
Start monthly at $250. If Tessara does not sharpen your research, surface a trade, or become your first tab before the next print, cancel.
See it before you pay
The live AI map and company pages are open now, free. Scores, exposure, and the calls come with a seat.
Built to be checked
Every read links to the source it came from: a customs row, a filing, a power docket.
Cancel in two clicks
Self-serve from your account. No email, no retention call.
Secure checkout via Stripe · auto-renews until you cancel · Terms · Privacy · Refund
From the desks using it
What early members say
Tessara has been one of the best, high-signal platforms helping navigate the rapidly changing AI industry landscape. From extensive sector and company deep dives to thoughtful market updates, it has become a go-to resource for our investment team.
We run Tessara across the whole desk. It cuts through the noise on the AI buildout, and its house views have lined up with our own fund calls, which adds to our conviction. The catalyst calendar and earnings desk streamline exactly what to pay attention to.
I use Tessara to cut through all the noise surrounding AI on X and other media. It provides unbiased, data-backed metrics and signals to help guide my trading decisions.
Tessara's research agent does the part of diligence I usually can't shortcut: it pulls the thread across scattered sources and surfaces the connection I'd otherwise only catch on a second or third pass. It's changed what I expect a research tool to do.
Tessara prompted me to think more about the layers of AI and where the next bottlenecks might form. An incredibly detailed tool for my investment research.
Questions
Before you subscribe
How is this different from Bloomberg or sell-side research?
Bloomberg gives you the terminal; the sell-side gives you the take. Tessara gives you the layer underneath both: which physical constraint is binding, who is exposed, and which way, from customs records, filings, and trade data the big terminals do not touch.
Is this just an AI chatbot?
No. Ask Tessara runs on a live constraint model built from named primary sources (customs, filings, power dockets), not a model guessing from training data. Every answer cites the source and links the evidence. This is the layer underneath a chatbot, not a wrapper on one.
How do I know the calls are any good?
Every call is timestamped before the event with a pre-committed resolution and an explicit falsifier, then graded in public. Misses stay on the record. 27 calls so far: 5 hit, 4 miss, 1 partial, 17 live. The track record is the product proving itself, not a testimonial.
Does it cover the names I hold?
Coverage spans semis, memory, advanced packaging, networking, optics, power, cooling, and data centers: 400+public names across the US, Asia (Taiwan, Korea, Japan, China), and Europe. Most of the binding names in the AI build sit outside the S&P 500.
Will I actually use it enough to justify it?
At $6 a day, one move you catch before consensus pays for the year. It is the first tab before a print, before sizing an AI-infrastructure position, or when a supply headline breaks and you need to know who is exposed. If you follow AI casually, this is not for you.
Can I cancel, and is there any risk?
Almost none, by design. Start on the monthly plan: the most you can be out is one month ($250), not the year. Cancel anytime from your account in two clicks; access runs to the end of the period. Switch to annual whenever you want and lock the founding rate for life.
Where does the data come from?
Named, checkable sources refreshed daily: Korea Customs, Taiwan TWSE revenue, bills of lading, OpenDART and EDGAR filings, FERC and EIA utility data, SEAJ billings, GPU rental indices, earnings transcripts, and 130+ in total.
Is this investment advice?
No. Tessara is independent research and analysis. Every reader is responsible for their own investment decisions.
The constraint binds months before it reaches earnings. The only question is whether you see it move.
Standard rate $500/mo · cancel anytime