- FixedSaved-company cards no longer flash a fake price graph on load — the seeded demo cards used to paint a green sparkline and a change percentage for a moment on every refresh, then drop them once real prices arrived. Since the live price feed carries no daily change or price history, that movement was invented placeholder data. The graph and change badge are now gone entirely, so a saved company shows only its real price from first paint.
Your Saved Companies
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Investment Research Hub
Track and organize your research projects — from supply chain map to final valuation.
CSI Research
In-depth analysis on semiconductor companies, trends, and investment ideas.
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Hand-picked CSI video breakdowns — company deep dives, supply-chain walkthroughs, and market commentary.
Every buy, sell, trim, and position update CSI has shared — most recent first.
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Explore the semiconductor supply chain, industry stock lists, and where companies sit in the value chain.
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Search any ticker to load its financials, thesis checklist, and valuation tools in one place.
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October 2026Company news will appear here once the news data feed is activated. This section is reserved and intentionally inactive for now.
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Walk through CSI's 5-step process for any company. Begin from the Company Analysis page, or search a ticker below.
Indicative client-side model for illustration — not investment advice.
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Start a research project for any ticker and walk through the 4-step CSI investment process — supply chain, thesis checklist, financials, and DCF valuation.
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What's New
Updates and improvements to your research dashboard.
- ImprovedCSI Announcements & Buys/Sells now reads as cards too — the last flat-row widget in its row has joined the rest: each announcement now sits in its own bordered, rounded tile that lifts on hover, so it matches Recently Watched and Recommended Videos beside it and the whole of Dashboard Home reads as one even tiled hierarchy. The card still fits only whole announcements, never slicing one through the middle.
- ImprovedSofter card text — the card titles (e.g. Your Saved Companies), the filter tabs in the Saved Companies toolbar, and the announcement row text in CSI Announcements & Buys/Sells now share a single muted slate tone, so those three levels read as one calm, consistent hierarchy across Dashboard Home.
- ImprovedResize cards from any edge — the resize handles now sit on all four edges of a card instead of just the bottom-right corner. Drag the left or right edge to change a card’s width and the top or bottom edge to change its height; grab an edge and pull it outward to make the card bigger. The corner handle has been removed.
- FixedConsistent card padding — the Latest CSI Articles, Saved Articles and Recently Read lists sat a few pixels closer to the card edges than everything else. Their content now uses the same 20px inset as the card header and every other card, so all of Dashboard Home lines up.
- NewSaved DCF Scenarios now show the live share price — each saved scenario on Dashboard Home now displays that company’s current market price alongside your saved fair value, plus the gap between the two (green when your fair value sits above the market price, red when below) so you can see at a glance whether the stock still looks under- or over-valued against your thesis. Prices come from the same live source as your Saved Companies and the Reverse DCF tool, so they always agree.
- NewResize your dashboard cards — hover any card on Dashboard Home and grab a handle to resize it: drag the right edge to change its width, the bottom edge to change its height, or the bottom-right corner for both at once. Widths adjust in fine steps — from a quarter of a row up to the full width — and snap into alignment so the board always stays tidy. Combined with drag-to-reorder, you now have full control of your layout.
- ImprovedCustomize → “Reset card order & size” — the reset button also clears any custom card sizes, returning the whole board to its default arrangement and proportions in one click. On phones the handles are hidden and cards stay full-width, as before.
- ImprovedSidebar sub-menus — removed the thin vertical rule that ran down the left of each open section’s sub-pages. The sub-pages keep their indent and the coloured dot beside each, just without the divider line.
- ImprovedCustomize Dashboard — every card can now be placed anywhere — Dashboard Home is now one flexible board rather than four fixed rows, so any card can be dragged to any spot among the others (for example, moving Active Alerts up next to Your Saved Companies). The Customize panel now lists every card as its own individually-checkable, individually-draggable item instead of grouping them under row headings.
- Removed“Show only Saved Articles & Scenarios” shortcut and the “Layout” heading — the one-click preset and the section label have been removed from the Customize panel to keep it to a single, simple list. Use the per-card checkboxes to hide anything you don’t want, and “Reset card order” to return to the default arrangement.
- ImprovedSaved companies you add yourself now show their logo — a company you save from Company Analysis (rather than one of the six the dashboard ships with) used to fall back to a plain two-letter tile, which is why Caterpillar and Calix both showed an identical “CA”. Each saved company now picks up its brand logo from its Chip Stock Investor company page, so its tile matches the others. A company we don’t have a page for keeps the lettered tile.
- ImprovedDashboard Home lists now read as cards — Latest CSI Articles, Saved Articles, Recently Read, Recently Watched, Recommended Videos and Saved DCF Scenarios used to run their items together as flat rows split by thin divider lines. Each item now sits in its own bordered, rounded tile with a little space between them, and clickable tiles lift on hover, so these widgets match the tiled look of the rest of Dashboard Home.
- ImprovedSidebar label colour — menu and sub-menu labels now sit at a slightly cooler, lighter grey, matching the Dashboard v4 preview exactly. The open section’s label stays white and the selected sub-page stays teal, so the active item still stands out. Light mode keeps its own darker grey for legibility against the white sidebar.
- ImprovedSidebar menu restyled — the navigation now uses the cleaner icon set and typography from the Dashboard v4 preview. Each menu item carries its icon in a rounded tile that lights up in brand teal when the section is open, labels are set in Plus Jakarta Sans rather than the body serif, and the active section is marked by a raised panel instead of a coloured bar down the edge.
- ImprovedMenu motion — hovering a menu item now fades its background and icon in step, and the arrow beside a section with sub-pages turns smoothly as the section opens. The same styling carries across to the Build Custom Supply Chain page’s sidebar. Menu items, sub-pages and their ordering are unchanged.
- ImprovedYour Saved Companies opens in list view — the widget and its View all pop-up now start on the list layout instead of the two-column grid, so you can read down your tickers, prices and share counts in one column. The grid is still one click away on the toggle.
- FixedCramped saved-company rows — each row in list view now has room to breathe, the company name stretches so prices and share counts line up down the column, and the dashed rule that used to hang above the Shares box now runs down its side as a proper divider.
- FixedAmphenol Purchases the CommScope Brand — but What About the Leftovers, Vistance Networks? now leads with its Vistance Networks debt-and-cash chart — the article opens on a grab of the CommScope press release, and the card stopped there rather than reaching the chart immediately below it.
- FixedAxcelis (ACLS) Still On Hold For First Half 2026 now leads with its supply-chain map — the article opens on two narrow strips of pasted earnings text, and the card stopped there rather than reaching the map further down.
- ImprovedHow CSI Invests → Videos is now hand-picked, not the whole feed — the tab showed all 53 published videos; it now shows only the 19 an editor has selected, grouped under How To, Investing Framework, Valuation & Metrics, and Portfolio & Risk chips. Every published video is still browsable under CSI Research → Videos.
- NewHow CSI Invests → How-To tab collects the step-by-step material in one place — 9 how-to videos (reverse DCF, reading a balance sheet, investing in each corner of the supply chain) alongside 15 how-to articles.
- NewHow CSI Invests → Glossary tab brings Randy’s semiconductor industry glossary over from Discord — 13 terms from APU to XPU, searchable by term or definition, with the full XPU vs GPU explainer.
- FixedHoneywell Nears Completion of It’s Restructuring now leads with its 1Q 2026 segment-results slide — the card was on the placeholder because every picture in the article is a slide from Honeywell’s earnings deck.
- FixedVertex Pharmaceuticals (VRTX): Another Boring Stock That Might Be Doing Exactly What It’s Supposed To now leads with its Q1 results slide — the article is built around Vertex’s own earnings deck, so every picture in it is a slide and the card had nothing it could safely borrow, leaving it on the placeholder. Its opening “Strong Q1 performance across the board” slide is now the card’s hero image.
- FixedSuper Micro Computer Strikes Again now leads with its peers-and-competitors slide — the card was falling back to the placeholder because the article opens on a screenshot of a press release, which makes an unreadable hero.
- FixedThe Huawei τ Scaling and LogicFolding card now shows the infographic’s own title art — that piece is a full-page infographic rather than a written article, so it carried no picture for the card to borrow and fell back to the placeholder. Its opening panel has been rebuilt as a proper hero image.
- FixedTwo more research cards were showing the placeholder instead of their own chart — Enovix ENVX: A Buy Headed Into A Promising 2025? now leads with its stock-price-versus-operating-losses chart, and Is Vertex A Buy the Dip Candidate? with the Suzetrigine primary-endpoint slide the article is written around.
- FixedLopsided spacing inside the video cards — Recently Watched and Recommended Videos pushed their first row tight under the heading and left a wide empty band below the last one. Both cards stretch to match the tallest card in their row, and all of that spare height was collecting at the bottom. It is now split evenly above and below, so each list sits centred in its card.
- NewOrganize your saved stocks by supply chain segment — My Portfolio and My Watchlist each have a dropdown with “Organize Stocks by Supply Chain Segment”. Turn it on and that tab’s companies are grouped under the segment they belong to — Fabless Chip Designers, Chip Fabs & Contract Manufacturers, and so on — ordered up the chain from Base Materials through to End Markets, so you can see where your holdings sit. Each tab remembers its own setting, and a company we haven’t classified yet appears under “Unclassified”.
- Improved“An Epic Run Back to All-Time-Highs — Is It Sustainable?” now shows its own artwork — The Trade Desk’s “The pie is getting bigger while waste is being pushed out” graphic has been set as its picture, replacing the placeholder.
- Improved“Aspen Aerogels Ready For More Growth In 2025?” now shows its own artwork — the article’s “US EV Market Update — New Entrants Gaining Share” slide has been set as its picture, replacing the placeholder.
- Improved“Shopify — Leave It Alone and Let It Grow” now shows its own artwork — the article’s “Product Design, Fit, and Go-To-Market Strategy” graphic has been set as its picture, replacing the placeholder.
- ImprovedSaved Notes rows are now an even, tidy list — the date sat next to the label and pushed the arrow onto a second line, so rows with a longer label stood taller than the rest. Each row is now a single line of the same height, and the date has moved inside the note, above its text.
- Improved“Saved DCF Calculator” is now “Saved Scenarios” — the column lists the valuation scenarios you saved, not the calculator itself.
- FixedSaved Notes opened every note at once — the note rows were meant to start collapsed, but a styling rule kept each one expanded, so the panel filled with text, grew a scrollbar and pushed against the sections beside it. Rows now start collapsed and open only when you click them.
- Fixed“Clear archived” showed on companies with nothing to clear — the button is meant to appear only when a company has archived notes, and now does.
- FixedThe fiscal graph legend appeared before the chart had loaded — it now stays hidden until there is data to label.
- ImprovedSaved Notes no longer scrolls — the panel used to cut off at a fixed height and hide the rest of your notes behind a scrollbar. It now lists every note type on the company at once, one row each, so nothing is hidden.
- NewClick a note type to read it — each row expands in place to show that note’s full text, and collapses again when you click it. Opening one row closes the other, so the panel stays compact. Thesis notes also carry an “Open in thesis” button that jumps to the wizard step which owns them.
- FixedRecommended Videos rows were shorter than Recently Watched’s — its thumbnails were 64×36 against the 72×40 next door, so the two cards’ rows drifted out of step even though they sit side by side. The thumbnail, play button and date spacing now match exactly.
- ImprovedDashboard Home activity row — CSI Announcements & Buys/Sells, Recently Watched and Recommended Videos now each show five items rather than six, so the three cards sit as one even band. View all → still opens the full list on each.
- NewClick a note to jump back to where you wrote it — each note in a company’s Saved Notes now opens the Investment Thesis wizard at the exact step that owns it, so a Conviction note lands on Save Thesis and a DCF Valuation note lands on the valuation step. Notes are edited where they were written, not in two places.
- RemovedThe “Add a note” box on the company card is gone — notes now have a single home in the thesis wizard, so the company card is a read-only view of everything you have written. Notes saved through the old box, or through the retired checklist panel, are kept and marked “archived” so you can read or clear them.
- ImprovedNew artwork for research cards without a picture — the placeholder is now a deep-blue glass design with a chart tile, replacing the green version. Cards that carry their own picture from the article are untouched.
- ImprovedCSI Announcements card — the scrollbar is gone and the list now ends on a clean announcement instead of a half-cut one. The card shows as many whole announcements as fit beside Recently Watched and Recommended Videos, and no announcement’s text is ever sliced through the middle. View all → still opens the full list.
- FixedResearch cards no longer show screenshots as their artwork — a card took its picture from the first image in the article, which on 53 write-ups was a screenshot of a slide, a financial table, or a single line of an earnings release. Cropped to card size these were unreadable grey smudges that looked like a picture had failed to load. Those cards now show the CSI placeholder, or the video thumbnail where the article has one.
- ImprovedRecently Watched — the green tick has been removed from the corner of each thumbnail. Videos you have watched are still labelled with when you watched them (“Watched 2h ago”), while suggestions still show their publish date.
- FixedNotes written in the thesis wizard were invisible on the company card — the “Saved Notes” panel only ever read notes typed into the panel itself, so notes from the Investment Thesis wizard and the Thesis Checklist were saved but never shown anywhere. The panel now gathers every note written about a company, wherever you wrote it.
- NewNotes are labelled by what they are for — each note is badged Qualitative Assessment, Financial Validation, DCF Valuation, Conviction, Thesis Checklist or General, with the date it was saved. Notes owned by the thesis wizard are shown read-only, and you can file your own notes under any label as you save them.
- ImprovedEvery research card now shows artwork — the 56 write-ups that contain no picture, chart or video of their own used to fall back to a near-black tile with a small corner icon, which looked like a card that had failed to load. They now share a designed placeholder in the CSI green.
- ImprovedRecently Watched — each row now shows the video’s thumbnail with a play button, and the ones you have actually watched carry a green tick in the corner of the picture.
- FixedRecently Watched showed the wrong date — every row displayed the day the video was published rather than when you watched it, so a video you played this morning could read “Jun 18, 2026”. Rows now read “Watched 2h ago”, counted from when you actually played it.
- FixedRecently Watched marked videos you never watched — the card tops itself up with suggestions so it never looks empty, but those suggestions were given the same green “watched” tick as your real history. Suggestions now have no tick and show their publish date instead, so it is clear which is which.
- FixedWatched CSI Live sessions would not reopen — a CSI Live recording played from the dashboard was added to Recently Watched, but clicking its row there did nothing, because the card only knew how to look up ordinary videos. It now opens in the player like any other row.
- ImprovedRecently Watched now lists six rows rather than eight, so the taller picture rows fit the card without it needing to scroll, matching Recommended Videos beside it.
- ImprovedResearch cards now show the article’s own artwork — cards used to fall back to generic category art unless the page had a Featured Image, which only 27 of 535 do. A card now uses the first image from the article body, or the video thumbnail for video write-ups, before falling back. 479 of 535 research pages now show their real picture.
- RemovedThe old company profile page has been retired — every company now opens in Company Analysis. Clicking a key player on a supply-chain page, or following an old /company/ link from anywhere, lands on the new page with that company already loaded.
- ImprovedLatest Videos — the two newest videos now sit side by side rather than stacked, and the two most recent CSI Live recordings appear as rows beneath them. Clicking a CSI Live row plays it in the same pop-up player as any other video.
- FixedRecommended Videos was far too tall — the card’s thumbnails were being drawn at their full size, so each suggestion took up as much room as a whole video player and the card towered over everything beside it. Suggestions now sit in the same compact rows as Recently Watched, with a small preview image.
- ImprovedDashboard Home card heights — the rows no longer stair-step from very short to very tall. Every card now shares the same maximum height, so the page reads as an even grid; cards with a longer list scroll inside themselves, and the shorter Theses and Alerts cards stay compact rather than being padded out.
- ImprovedRecommended Videos — now suggests six videos instead of four, matching the height of Recently Watched next to it.
- FixedShare menu now disappears the instant you click Download — on the second and later downloads the Download PNG / JPEG / Copy image panel stayed on screen for the whole time the picture was being made, roughly six seconds, before finally vanishing. Building the image had taken over the browser so completely that the screen could not refresh. The menu now clears immediately and the button shows Rendering… while the image is prepared.
- NewCSI research now appears on every company — the Company Analysis tab shows the company’s supply-chain segment, the CSI-written description, investor-relations links, and the research articles we’ve published on it — all the content that previously only lived on the old company page. Click the segment to jump straight to it in Supply Chain.
- FixedNon-US companies no longer bounce you to the old company page — clicking a key player such as Samsung, Tokyo Electron, MediaTek or ASE opened a legacy page in a new tab. They now open in Company Analysis like everything else. Where an exchange has no financial statements available, the CSI research for that company is shown instead of an error.
- FixedInvestor-relations links were missing for every non-US company — a lookup was discarding the exchange prefix in tickers like KOSE_A005930, so those companies never matched and their IR links never appeared.
- FixedShare menu could get stuck open — after a couple of downloads the Download PNG / JPEG / Copy image panel stopped responding to clicks elsewhere on the page and sat there until you reloaded. It now closes reliably: click anywhere outside it, press Esc, or click the Share button again to toggle it shut.
- ImprovedDashboard Home layout — the home page is now four even rows of three cards instead of a wide three-card row above a cramped five-card strip. Top row: Your Saved Companies, Latest CSI Articles, Latest Videos. Then CSI Announcements & Buys/Sells, Recently Watched, Recommended Videos. Then Saved Articles, Saved DCF Scenarios, Recently Read. Then In-Progress Theses, Completed Theses, Active Alerts. The Investment Research Hub still runs full width at the bottom.
- NewRecommended Videos — a new card on Dashboard Home suggesting videos you haven’t watched yet, sitting beside Recently Watched.
- ImprovedCustomize Dashboard — every card on Dashboard Home can now be shown or hidden individually, and the panel lists each card beneath the row it belongs to. Dragging a card in the panel reorders it within its own row; dragging a row moves the whole row. Previously only the five bottom cards had their own on/off switches.
- FixedReset card order — the button rearranged the cards but then hit an error before it could refresh the Customize Dashboard panel, leaving the panel showing the old order until you reloaded the page.
- Fixed“Image saved to your downloads” could stay on screen — after the first download the message cleared itself, but a later download could leave it stuck in the corner of the page until you clicked it or reloaded. It now always clears itself, including when you switch away to look at the file you just saved, and any earlier message is dismissed the moment you start a new download.
- ImprovedCustom Supply Chain image shows the whole view — the downloaded picture now includes the title, your tag list, and the “Your saved companies” tray of anything you haven’t placed yet, alongside the full map — not just the segment columns.
- NewChoose your image size — the Share menu now offers a size to suit whatever you’re making: link preview (1200 × 630), X / Twitter (1200 × 675), square (1080 × 1080), portrait (1080 × 1350), Full HD slide (1920 × 1080), poster (3840 × 2160), or any custom width and height you type in. The map is scaled to fit and never cropped, and it rearranges its columns to suit the shape you pick, so a square image is filled with map rather than a thin strip. Every size, right up to the largest, is drawn at full resolution rather than enlarged from a smaller picture, so a poster comes out as sharp as a thumbnail.
- ImprovedShared images — no stray × — the “clear filter” × on the Filtered pill is a live control, so it is now left out of downloaded images rather than sitting in the picture with nothing to click.
- NewDownload your Custom Supply Chain as an image — the Share button on the builder now saves a clean picture of your whole map as a PNG or JPEG, or copies it straight to the clipboard, stamped with the Chip Stock Investor logo and watermark. Groups that ran off the right-hand edge of the screen are all included, and the editing controls (drag handles, delete buttons, “+ tag” and “Add segment”) are left out of the picture.
- FixedShared images — text sitting below its label — in every downloaded image, text was drawn a few pixels too low inside its own shape, so tag pills and buttons such as “Expand Industry View” had their lettering hanging out of the bottom. Text now sits centred in its shape everywhere images are exported.
- FixedShared images — misplaced Industry Stock Lists sidebar — exporting the Supply Chain Analysis view after scrolling down the page dropped the sidebar into the middle of the picture. It now stays where it belongs.
- FixedShared images — cut-off edges and jumbled text — exporting the Supply Chain Analysis view squeezed every wrapping label onto a single line, which pushed the Industry Stock Lists sidebar and the right-hand segment tiles past the edge of the picture. Stock-list titles now wrap as they do on screen, each date sits on its own line again, and nothing is clipped.
- ImprovedLatest CSI Articles thumbnails — each article now shows its own picture, taken from the article itself, rather than generic category artwork. Articles built around a video use that video’s thumbnail. The small number of older text-only write-ups that contain no image still fall back to their category artwork.
- ImprovedCSI Live & Q&A — wording — the tab now describes the sessions as hosted by CSI rather than naming an individual host, and submitted questions will be answered live in an upcoming session.
- FixedDCF Valuation — share the full calculator — Share exported only the projected-value chart. It now captures the entire DCF display — on the Investment Thesis step that means the “DCF Valuation” heading, the assumptions and sliders, the implied value / current price / upside cards, and the chart, all in one image. The standalone DCF Valuation tab exports its full calculator the same way.
- ImprovedShare button moved up front — it sat tucked inside the chart’s header. It now sits on its own row above the calculator, in the brand green, where it is easy to find.
- FixedShared images — sliders and input boxes — sliders came out as empty gaps in exported images, and boxed number fields lost their frames. Both now render exactly as they appear on screen.
- ImprovedLatest Videos — bigger thumbnails — the two videos now grow to fill the card instead of leaving a blank area beneath them, so each thumbnail is noticeably larger.
- ImprovedTicker symbols without the dollar sign — ticker tags on the research cards and company cards now read META rather than $META.
- ImprovedLatest Videos — no empty space — the card stretched to match the tallest card in its row, leaving a large blank area under the two videos. It now ends right below them.
- ImprovedShares on every saved company — the Shares field now appears on all cards in Your Saved Companies, not just the ones tagged My Portfolio, so you can record a holding without tagging it first.
- ImprovedPortfolio Value counts every holding — any saved company with a share count now feeds Portfolio Value, so a number you enter is never left out of the total.
- FixedLatest CSI Articles thumbnails — CSI Live, Industry Stock List and Industry Deep Dive articles showed the generic standard image. Every article now shows the exact same artwork as its Research card, including the per-segment artwork used by Industry Deep Dives.
- FixedYour Saved Companies — real stock prices — company cards showed placeholder demo prices. They now pull the same live price used everywhere else on the site, refreshed on load and whenever you return to the tab. Portfolio Value is calculated from those real prices.
- ImprovedNo more sample price movement — the daily change % and mini price charts on those cards were sample data, not real market movement, so they have been removed rather than shown alongside a real price.
- ImprovedLatest CSI Articles — every article now shows a thumbnail instead of an empty coloured placeholder. Articles with their own featured image keep it; the rest fall back to the same per-article-type template artwork already used on the Research cards.
- ImprovedRecently Read / Recently Watched headers — the “Clear” button no longer adds extra height, so these card headers now match the same compact 12px spacing as every other card.
- Improved“Clear” buttons — the Clear buttons on the Recently Read and Recently Watched cards no longer show an outline, so they read as simple text links.
- ImprovedSupply Chain Analysis — removed redundant button — dropped the duplicate “Build Custom” button from the Supply Chain Analysis header; use the “Build Custom Supply Chain” tab at the top instead.
- ImprovedCard headers — tighter spacing — reduced the top and bottom padding of the card title bar (12px) so the headings take up less vertical space.
- ImprovedCard titles — the card headings on the dashboard (e.g. “Latest CSI Articles”, “Your Saved Companies”) are now slightly larger (14px) for better readability.
- ImprovedText links — the “View all”, “Start new” and “Open Tool” links on the dashboard cards are now a little larger (14px) for easier reading and tapping.
- ImprovedLatest Videos card — outlined items — each video (thumbnail, title and date) now sits in its own bordered, rounded box with a little padding, and the border turns green on hover.
- ImprovedLatest Videos card — now shows the 2 most recent videos stacked in a single column (top and bottom) instead of a 2×2 grid of four, giving each thumbnail more room.
- RemovedKey Metrics strip — removed the top row of KPI cards (Portfolio Value, Watchlist Gainers, Research Read, Tools Used, Alerts Active) from the dashboard home. The Layout panel no longer lists a “Key Metrics” toggle.
- ImprovedSaved company modal — buttons — centered the labels on the full-width Open Profile and Open Checklist buttons, and renamed the notes Add Note button to Save Notes.
- ImprovedRow hover feedback — the rows in In-Progress Theses, Completed Theses, and Active Alerts now respond to hover with a green accent border, a subtle lift, and a soft shadow — the same feel as the Your Saved Companies tiles. Triggered alert rows keep their green highlight.
- ImprovedActive Alerts — card layout — dropped the grey inset well behind the alerts list too, so the alert rows now sit directly on the white card with the same side inset as the theses cards. No row border runs flush against the card edge anymore — all three list cards match the Your Saved Companies layout.
- ImprovedSaved company modal — breathing room — added a top and bottom margin around the modal so it no longer runs to the very edge of the screen; on shorter displays the modal shrinks to keep that margin intact.
- RemovedView all modal — Manage Portfolio & Watchlist link — removed the footer link from the saved-companies pop-up. Portfolio and watchlist membership is managed directly on the cards, so the extra link was redundant.
- ImprovedIn-Progress & Completed Theses — card layout — dropped the grey inset well behind both theses lists. The rows (and the empty state) now sit directly on the white card, inset from the sides, matching the Your Saved Companies card. Active Alerts keeps its well.
- ImprovedSaved company modal — fixed size — the modal now opens at a consistent 1359×919 window centered on screen (shrinking to fit smaller displays) rather than filling the entire viewport, so it reads as a focused panel.
- NewYour Saved Companies — View all modal — the card’s View all link now opens a roomy pop-up listing every saved company at once, with the same All / My Portfolio / My Watchlist filters and grid/list toggle. Editing a share count or removing a company in the modal stays in sync with the card behind it.
- ImprovedCleaner card footer — the separate Manage Portfolio & Watchlist button under the card has been removed.
- FixedLatest Videos and Latest CSI Articles — both cards were served from a content snapshot that was only ever rebuilt by hand, so newly published videos and research pages could sit missing from the dashboard for days. The snapshot is now rebuilt automatically every 15 minutes from staging, and the newest published video and research page are verified present before it goes live.
- ImprovedSaved company modal — full-screen layout — the modal now fills the whole viewport with square corners instead of floating as a small rounded card, giving the profile, checklist and fiscal graph far more room.
- ImprovedSaved company modal — typography — rebuilt on a proper type scale (company name 26px → ticker 15px → section headings 12px → body 14.5px → meta 13px), so the panels read as a clear hierarchy rather than a wall of 9–11px text. Chart axis labels grew to 12px to match.
- FixedSaved company modal — Thesis Checklist — the panel showed a hardcoded list that had drifted from the real checklist: it used stale wording and was missing Balance sheet: net cash or no debt? entirely. It now renders the live checklist and your saved answers for that company — ✓ confirmed, ✗ flagged, — unanswered — with a running total.
- FixedCompleted Theses — empty state — the “No completed theses yet” message was a full-bleed grey slab running edge to edge across the card. It is now drawn as a rounded row inset from the card’s sides, exactly like a real thesis row. The same treatment applies to the empty state on Active Alerts.
- FixedActive Alerts — row alignment — the alert rows ran flush against the left and right edges of the card. They now sit in the same inset well used by In-Progress Theses, so every list card on the dashboard home has matching side spacing.
- FixedSaved company modal — Net income line — the fiscal graph was plotting a minority-interest adjustment row instead of the real bottom line, which drew Net income as a flat line near zero and dragged the Y-axis down to a meaningless −$10.0B. It now reads net income attributable to common shareholders, so the figures match the company profile.
- FixedSaved company modal — clipped chart labels — the chart was being stretched out of proportion to fill its box, squashing the axis text and cutting off the dollar amounts on the left. It is now drawn at its true size, and the axis padding is measured from the label text so nothing is ever cut off.
- ImprovedSaved company modal — fiscal graph — now shows 11 fiscal years instead of 8, uses round Y-axis steps ($0.00, $10.0B, $20.0B…) anchored to a zero baseline, thins the year labels rather than overlapping them on narrow screens, and adds a soft fill under the revenue line.
- FixedSaved company modal — close button — the × no longer sits on top of the Clear all button in the right-hand column.
- ImprovedCSI Announcements card — added a bit more breathing room below the last announcement when the list is scrolled to the bottom, so the final row no longer sits tight against the card's edge.
- FixedDashboard Home layout — when Active Alerts is hidden, the Investment Theses cards were sitting flush against the Videos/Watched/Read/DCF/Articles row below with no gap. That row now carries its own top margin so it's properly spaced regardless of which sections above it are shown or hidden.
- ImprovedInvestment Theses cards — the In Progress and Completed lists now sit in a subtle inset panel so each thesis card stands out.
- ImprovedCSI Announcements card — brought the 7th row back and tightened the bottom padding under the list.
- FixedCSI Announcements card — the scrollable list no longer shows a sliver of a cut-off row at the bottom; it now clips exactly at the boundary of a whole row.
- ImprovedCSI Announcements card — adjusted the visible list to ~6 rows before it starts scrolling.
- ImprovedCSI Announcements card — grew the visible list from ~4 rows to ~7 rows before it starts scrolling.
- ImprovedCSI Announcements card — now shows every announcement (not just the latest 4) in a scrollable list that keeps the card at its normal height.
- FixedCSI Announcements card — clicking a row now shows a visible hover/press highlight in light mode too, not just dark mode.
- FixedDashboard Home list cards — Investment Theses, Recently Watched/Read, Saved DCF Scenarios, Saved Articles, Alerts and Announcements now keep a margin of breathing room below the last row instead of sitting flush against the card's bottom edge.
- NewCSI Announcements card — each row (Announcement, Info, Update, Buy/Sell) is now clickable, opening the full message in a popup instead of just a truncated preview.
- NewDelete a thesis — the "Your theses" list on the Investment Thesis tab and the matching Dashboard Home widget rows now have a remove button, with a confirmation prompt before it's deleted for good.
- ImprovedCards — card borders in light mode now use the same teal outline color as the sidebar's "Dashboard Home" active pill, instead of a faint neutral grey.
- ImprovedCards — reverted the light-mode card border thickness back to 1px to match the sidebar's "Dashboard Home" active pill outline, after the earlier 2px version looked heavier than the rest of the UI.
- FixedDCF scenario naming — the Investment Thesis inline calculator's Save scenario button now opens the same "Save This Scenario" naming prompt as the standalone Reverse DCF tab, instead of instantly saving under a fixed name; this was silently creating multiple identically-named, indistinguishable scenarios.
- ImprovedInvestment Thesis — DCF Valuation step — no longer lists saved DCF scenarios under the calculator (it was piling up duplicate, identically-named rows); saved scenarios still show on the Dashboard Home "Saved DCF Scenarios" widget.
- FixedDashboard widget buttons (like View all → on the CSI Announcements card) no longer flicker and fail to navigate when clicked — a drag-to-reorder conflict was swallowing the click.
- ImprovedInvestment Thesis — DCF Valuation step — removed the redundant "Open full Reverse DCF Calculator" button now that the calculator is inline on this step; clicking a saved scenario row still opens it in the standalone Reverse DCF tab. The inline calculator now also matches the standalone tab feature-for-feature: a custom weight override, the projected value/share chart, and a Share button.
- ImprovedCards — thickened card borders in light mode for better visual definition against the light background.
- NewSave Company — Company Analysis now has a Save Company button next to Set Alert / Start Thesis. Opening it shows My Watchlist and My Portfolio checkboxes (either or both), so you can save any ticker you search — not just the starter list — straight to your Saved Companies widget on the dashboard.
- FixedSave Article & Recently Read tracking — the Dashboard Home "Latest Research" widget looked up every clicked article against the wrong internal list, so its save button and read-tracking silently did nothing; it now matches against the same real research pages it displays. The CSI Digest article reading page's Save Article button already worked, but opening an article there never recorded it as read — it now updates Recently Read too.
- NewSave button on Research Articles cards — every card in CSI Research → Research Articles (and Industry Stock Lists / Investing Process / CSI Live archive) now has a bookmark icon to save it straight from the grid, and opening one now records it in Recently Read — previously neither worked from these cards at all.
- ImprovedSaved Articles / Saved DCF Scenarios widgets — now show a "nothing saved yet" message instead of rendering a blank card when there's nothing to display.
- FixedFinancial Dashboard → DCF Calculator — EPS Weight and FCF Weight sliders were squeezed into two side-by-side columns and the stock price/EPS/FCF line was crammed onto one row, both caused by unrelated CSS from CSI's own Reverse DCF Calculator leaking into the embedded widget (same class names, e.g.
.dcf-row, reused by both). That CSS is now scoped to only the calculator it belongs to; the Financial Dashboard's DCF Calculator renders with its intended full-width, stacked layout.
- FixedRecently Watched / Recently Read "Clear" button — for anyone who hadn't watched/read anything or dismissed a sample yet, Clear had nothing to reset, so the card silently re-rendered the identical sample rows and looked like the button did nothing. Clear now always empties the card to a real "nothing here yet" placeholder; it fills back in with your own activity (plus samples to round it out) as soon as you watch or read something new.
- FixedQualitative & Quantitative Checklists — reverted back to side-by-side columns. Stacking them full-width (v1.79) left a large empty gap between each question and its Confirm/Flag buttons; with the rows already compact, side-by-side reads better and uses the space more evenly.
- FixedSave Article button — on the CSI Digest article reading page, "Save Article" only changed its own label and never actually saved anything, so saved articles never showed up on the dashboard's Saved Articles widget. It now writes to the same storage the dashboard reads, so a save there appears on your dashboard immediately.
- FixedRecently Watched / Recently Read widgets — removing every row (or dismissing every sample) left the card permanently empty, even after clicking Clear, since Clear only wiped your real history and never un-dismissed the demo samples. Clear now resets both, so the card always shows content again.
- FixedQualitative & Quantitative Checklists — the stacked layout was collapsing to a narrow column instead of filling the width, leaving the right side of the card empty.
- RemovedSupply Chain Position / CSI Research Articles — this panel under the Financial Dashboard on Company Analysis is gone. Its article cards showed whichever company was first in that article's tag list rather than the company you were viewing, which read as unrelated content. The Investor Relations link in the header (same underlying lookup) still works.
- ImprovedQualitative & Quantitative Checklists — now stack (Quantitative under Qualitative) instead of sitting side-by-side in two columns.
- FixedSaved DCF Scenarios widget — a scenario row on the dashboard now opens that ticker directly in the Reverse DCF calculator when clicked, matching how Recently Watched / Recently Read / Saved Articles rows already open their content.
- ImprovedQualitative & Quantitative Checklists — each item's question and Confirm/Flag buttons now sit on one compact row instead of stacking across separate lines, and the shorter Qualitative column no longer stretches to match the taller Quantitative one. Cuts the height of this section roughly in half.
- FixedLight mode card shadows — several card types (articles, videos, webinars, KPI tiles, Company Analysis, Financial Dashboard stat cards, Custom Supply Chain group columns, and more) had no drop shadow in light mode, or kept a dark-mode-only shadow that looked wrong on a white background. All cards now get a consistent, light-appropriate shadow.
- RemovedDuplicate financial statements table — Company Analysis showed the same Income Statement/Balance Sheet/Cash Flow/Ratios data twice (a plain annual-only table, then the full Financial Dashboard widget right below it). The plain table is gone; the Financial Dashboard — with all its tabs, Annual/Quarterly/Semi-Annual/LTM frequency, Standardized/As-Reported toggle, and DCF Calculator — is now the one financials view, relabeled “Full Financial Statements.”
- NewVideo categories — CSI Research → Videos and How CSI Invests → Videos now show category filter chips (e.g. Educational, Newest) instead of one flat list, pulled from every published video rather than just the newest 18.
- FixedTicker search — typing a real off-list ticker such as KO (Coca-Cola), PEP or DIS now loads that company. Previously a two-letter ticker could be hijacked by a fuzzy prefix match on another company's exchange-coded symbol (e.g. “KO” resolved to Samsung's “KOSE_A005930”) and showed no result.
- ImprovedBuild Custom Supply Chain — the “add a company” search now fuzzy-matches every company CSI covers by name or ticker, the same search used on Compare Companies and Company Analysis, instead of a small fixed sample list.
- FixedCompany Analysis — non-U.S. companies whose ticker carries an exchange code (e.g. Samsung, SK hynix, Advantest, Murata, Renesas, Tokyo Electron, Siemens, Melexis, UiPath) now load correctly instead of showing “No data found”.
- ImprovedCustomize Dashboard — sections and activity/saved-item toggles now show as one flat, individually-checkable list instead of two grouped sub-lists; section drag-to-reorder is unchanged.
- RemovedOn-page section handles — the hover-to-reveal drag labels above each dashboard section have been removed; reorder sections from the Customize Dashboard panel instead.
- FixedCompany search — typing a name or phrase CSI doesn't recognize (in Company Analysis or Compare) now shows “No matching CSI company found” instead of silently treating the typed text as if it were a real stock ticker.
- NewRedesigned article reader — opening a research page now shows a clean CSI Digest reading layout (dark-green theme, sticky reading-progress bar, auto table of contents, companies-mentioned rail and related reading) instead of the standard page.
- NewInline DCF in Investment Thesis — Step 4 now has the full Reverse DCF calculator embedded (weights, growth, years, terminal & discount rates, live implied value / upside) with one-click scenario saving, instead of bouncing to the standalone tab.
- FixedCompany page Financial Dashboard — the merged-in Financial Dashboard now automatically loads the company you analyzed instead of sitting on an empty search box.
- FixedArticle ticker chips — company-research cards now show their related $TICKER symbols; the content export was silently dropping company links on 389 of 390 pages.
- FixedReverse DCF chart — the projection now plots the same EPS/FCF-weighted value the model discounts, so every input (weights, rates, custom override) visibly moves the curve; EPS & FCF weight sliders are back alongside the number inputs.
- FixedShared images — the footer logo on exported images was the dark-text wordmark on a dark band (invisible); it now uses the white wordmark, and supply-chain tile labels no longer get cut off mid-line in exports.
- ImprovedCustom Supply Chain page — its sidebar now mirrors the real dashboard menu (Market Analysis → Build Custom Supply Chain) instead of the stale “Investment Analysis Tools” menu, and Market Analysis gained a “Build Custom Supply Chain” tab next to Compare Companies.
- ImprovedCompany description — now uses the full width of the page instead of a narrow column.
- NewCompare charts — Compare Companies now shows a market-cap share donut, a bar chart for any metric (click a metric row to switch it), and a five-year revenue comparison.
- ImprovedSearch by name — Compare, Company Analysis and Custom Supply Chain now accept a company name or ticker with type-ahead suggestions, not just exact symbols.
- NewPortfolio Value — enter the shares you own on each My Portfolio card and the Portfolio Value KPI reflects your real holdings (price × shares); hover the label for what it means.
- ImprovedDashboard sections — Latest Videos, Recently Watched and Recently Read are now independent show/hide options (no longer bundled), plus a one-click “Show only Saved Articles & Scenarios” layout.
- ImprovedArticle tickers — research cards now show the related stock ticker symbol (e.g. $NVDA) instead of the long company name.
- ImprovedResearch card images — every CSI Research article card now shows an image: the article's own image when one is set, otherwise on-brand artwork for its category (Company Research, CSI Live, Industry Stock List, Investing Process, Deep Dives) instead of a blank tile.
- NewCategory artwork — added dedicated card art for CSI Live / weekly digests and Industry Stock Lists.
- ImprovedStreamlined navigation — removed duplicate/placeholder tabs: the DCF Calculator and second Investment Thesis Checklist under Company Analysis, Company Analysis under CSI Research, Secular Growth Trends under Market Analysis, Infographics under How CSI Invests, and Newsletter Archive under CSI Live.
- ImprovedCompany Analysis — the Financial Dashboard now lives on the company page (its own tab was removed), the company description appears at the top under the header, and Start Thesis / key-player links open the in-app Company Analysis instead of legacy company pages.
- NewInvestment Thesis notes — every step (2, 3 and 4, not just 1 and 5) now has its own notes field, and saved DCF scenarios in Step 4 show the real name and fair value and are clickable.
- NewCustom Supply Chain tags — build your own tag set (defaults: bottleneck, high moat, duopoly), assign/remove tags per company, and filter your map by tag.
- NewDashboard widgets — Customize Dashboard can now hide individual bottom widgets (e.g. Recently Watched / Recently Read) while keeping Saved Articles and Scenarios. Added a Videos tab under CSI Research.
- FixedLight mode & Share — supply-chain segment icons are now legible in light mode, the CSI watermark/logo on shared images is more prominent, and the "image saved" toast reliably dismisses.
- ImprovedTypography — the dashboard, Financial Dashboard, Investment Thesis Checklist, Newsletter Archive and Custom Supply Chain builder now all use Spectral as the primary typeface, replacing Inter.
- NewNewsletter Archive — the CSI Live & Q&A tab's "View Newsletter Archive" button now opens a real archive page listing every sent newsletter (live from Mailchimp) instead of linking off-site.
- FixedSupply Chain Analysis tiles — hover/click was tinting the whole tile background, not just the icon. Now only the icon lights up to its true color on hover or when selected; the tile background itself no longer changes.
- FixedSupply Chain Analysis tiles — hovering a category icon brightened its grayscale filter, making it look washed-out gray instead of inviting. Hover now reveals the icon's true color, same as when it's selected.
- FixedCountries filter (Company Analysis) — the scrollable country list had a fixed height that sliced the last visible row in half, including its radio button, making it look broken. A CSS mask attempt still left the native radio button unfaded (browsers don't mask OS-drawn form controls consistently), so it's now a proper gradient overlay pinned to the bottom of the list that fades everything — text and radio alike.
- FixedCompany profile fetch — the inline reader (search results, and the Company Analysis grid's "View Article") was loading the live company URL directly, which MemberPress redirects to an Unauthorized page for anyone without a full member session. It now routes through company-frame.php, the same member-checked, chrome-stripped proxy already used by the Investment Thesis Checklist tool.
- ImprovedTop bar search — picking a company now fetches its real profile page inline on CSI Research → Company Analysis, instead of jumping to the Financial Dashboard tool.
- FixedCSI Live archive was only showing the 12 most recent recaps — now shows up to 50, matching the live site's archive.
- ImprovedTop bar search now searches the full library — all ~550 research pages (Company Research, CSI Live, Industry Stock Lists, Industry Deep Dives, Investing Framework) and all 357 tracked companies, matched by title, ticker, company name, or a company tagged on an article — instead of just the small featured-articles list.
- NewTop bar search — the search box now actually works: type to look up companies, articles and tools, or press ⌘K to jump into it. Picking a company opens Financial Dashboard for that ticker, an article opens in a new tab, and a tool jumps straight to that section.
- FixedLogo/top bar seam — the sidebar logo block now matches the top bar's height so the divider lines meet cleanly instead of stepping down.
- FixedTop bar alignment — the LIVE badge, ACCOUNT button and profile pill are now a consistent height, matching the bell and theme-toggle icons.
- RemovedResearch Articles — the "Load More" button is gone; the full filtered result set now renders immediately instead of revealing 12 at a time.
- FixedResearch Articles grid — reverted the previous change where a short trailing row (fewer than 5 cards) stretched to fill the width, since that made those cards a different size from the rest of the grid. Cards are now a fixed, uniform size everywhere; a partial last row simply leaves blank space, matching the rest of the site's card grids.
- RemovedHow CSI Invests → Articles tab no longer shows the "Our Approach" card grid or "The CSI Investment Process" step list.
- ImprovedHow CSI Invests → Infographics cards now open the full-size image directly in an in-page viewer when clicked, instead of navigating away to a new tab.
- FixedResearch Articles grid still left a gap on a trailing partial row (e.g. 7 results = a full 5-card row + a 2-card row) — the CSS grid trick only collapsed empty columns when every row was short, not just the last one. Switched to a layout where the last row's cards stretch to fill the width on their own, independent of earlier full rows.
- FixedResearch Articles grid left a large empty gap on the right when a filter (e.g. a ticker search) returned fewer than 5 results, since the fixed 5-column layout still reserved the unused columns. Cards now stretch to fill the row when there are fewer than 5, while still capping at 5 per row → 4 → 3 → 2 → 1 as the window narrows.
- ImprovedCSI Research → Research Articles grid now shows a fixed 5 cards per row on wide screens (was auto-fitting), stepping down to 4 → 3 → 2 → 1 as the window narrows.
- FixedArticle dates (Industry Stock Lists sidebar, Latest CSI Articles, CSI Research list) could show a day later than the real publish date for viewers in timezones ahead of UTC, because the formatter converted through the browser's local timezone. Dates now render exactly as published, regardless of viewer timezone.
- FixedIndustry Stock Lists sidebar cap corrected to 24 (confirmed against live's actual list) — the earlier v1.43 fix used an undercounted estimate of 18.
- FixedIndustry Stock Lists sidebar was capped at 14 items, well below live's equivalent widget. Raised the cap to match.
- FixedIndustry Stock Lists sidebar was missing one article ("Cybersecurity Industry Stock Index and CSI Holdings") because it's tagged under two article types and the content feed only kept the first one. It's now correctly categorized as an Industry Stock List, so the sidebar shows all 35 instead of 34.
- FixedSupply Chain Analysis segment detail panel was showing hardcoded placeholder "stock lists" that all linked to the homepage instead of real content. It now pulls the actual Industry Stock List articles for each segment (and its sub-segments) from staging, same feed already powering the sidebar, with a proper empty state when a segment has no tagged stock list yet.
- FixedLatest CSI Articles card on Dashboard Home was reading from the wrong WordPress data source (core blog posts instead of Research Pages), so it never showed new Research Pages and mislabeled categories as "Other"/"AI". Re-pointed it at the Research Pages feed, which also fixes the date formatting.
- FixedAehr Test Systems' logo in Company Analysis was a blurry, background-removed YouTube thumbnail crop that read as a near-invisible white smudge on the light card. Re-pointed to the correct crisp AEHR wordmark asset.
- FixedCompany logos in Company Analysis that were uploaded as white/light marks (for a dark background) were washing out to near-invisible on the white light-mode card — e.g. Advanced Energy's wordmark. Logos are now sampled for contrast and forced dark automatically when needed.
- FixedCompany cards in Company Analysis no longer navigate when clicked anywhere on the card — only the View Article button opens the article now.
- FixedRemoved the stray “alarm clock” icon in front of Reminder rows in the Active Alerts widget for a cleaner label.
- FixedAddress bar no longer jumps to the internal
research-dashboard-v10folder path when switching tabs on the/research-dashboard/preview — it now stays on whichever URL you loaded the dashboard from.
- FixedBrowser tab title now updates per section (e.g. “Company Analysis · CSI Research Dashboard”) instead of staying generic across every tab.
- NewShare as image — a new Share button lets you export the Investment Thesis Checklist, Supply Chain Analysis, Custom Supply Chain map, Financial Dashboard, and Reverse DCF chart as a PNG or JPEG (or copy straight to your clipboard), each stamped with the Chip Stock Investor logo and watermark so it's ready to share.
- FixedResearch content now loads correctly — Research Articles, Industry Stock Lists, How CSI Invests articles, and the CSI Live archive were falling back to a small placeholder set due to a content-file parse error.
- FixedArticle thumbnails whose image is unavailable now show a clean placeholder tile instead of a broken-image icon.
- FixedSecurity hardening: ITC frame now requires logged-in member access when loaded directly.
- FixedDashboard Home URL — the
?ticker=param left over from Company Analysis no longer sticks around when you navigate back to Home or any other tab.
- NewSidebar logo — now links back to the Chip Stock Investor home page.
- NewCompany Analysis cards — added a "View Article →" link to the footer of each card, matching the site's article-card styling (centered, teal text, arrow icon, top divider).
- ImprovedCompany Directory cards — removed the footer entirely; cards now end at the ticker. Clicking anywhere on the card still opens the article.
- ImprovedCompany Directory cards — removed the country name from the card footer; "View Article →" now sits alone on the right. (The Countries filter in the sidebar is unaffected.)
- ImprovedCompany Directory cards — the divider line now sits directly above the country / "View Article →" row instead of above the company name, matching the reference design.
- NewCompany Directory cards — added a "View Article →" link next to the country in the card footer.
- FixedSupply Chain Analysis segment icons — now a solid dark grey in light mode instead of a low-contrast pale stroke, so they're easier to read against the light background.
- NewDCF Calculator — second sub-tab of Company Analysis, pre-loaded with the ticker's LTM EPS and FCF/share from fiscal.ai.
- NewSupply chain position & CSI research articles — now shown on Company Analysis when a CSI company page exists for the searched ticker.
- FixedInvestor Relations link on Company Analysis now uses the company's real IR URL instead of a generic search link, and hides itself when none is on file.
- ImprovedCompany Directory cards — removed the quick-open arrow button for a cleaner card footer.
- ImprovedCompany Directory cards — removed the sector chip; the quick-open arrow now sits beside the company name instead.
- ImprovedCompany Directory cards — logos are now larger, centered, and sit directly on the dark card (no white badge) for a cleaner, more premium look.
- ImprovedCompany Analysis cards redesigned as a directory-style layout — logo badge, ticker, and country up top, with the sector and a quick-open arrow in the footer.
- ImprovedCompany Analysis article view — removed the top Back/title bar so the article page loads full-screen; use Esc or your browser's Back button to close it.
- FixedCompany Analysis KPI cards no longer collapse to 2 columns at mid-size viewports — now steps 5 → 3 → 2 columns so cards stay readable at all screen sizes.
- ImprovedCompany cards redesigned — larger logo area and "VIEW ARTICLE →" now appears inline in the card footer alongside the company name and country, matching the new card layout.
- FixedAlerts Active KPI card now counts only price alerts (not reminders). Sub-label shows triggered count and reminder count separately so the number matches what you see in the Active Alerts section.
- FixedAlerts Active KPI card now shows your real alert count live — it was previously hardcoded to "2".
- NewClickable KPI cards — each card now navigates to its relevant section (Portfolio → Dashboard, Research → Articles, Tools → Financial Dashboard, Alerts → Active Alerts).
- NewDrag-to-reorder sections — drag the handle next to each row in the Customize panel to rearrange dashboard sections. Order is saved and persists across sessions.
- ImprovedProfile dropdown now holds My Account, Manage Subscription, Account Settings, Help & Support and Log Out — the ACCOUNT button is focused on What's New only.
- FixedLogo in light mode — a dark-text wordmark now swaps in automatically when the light theme is active.
- NewAdded this What's New changelog so you can track dashboard updates in one place.
- FixedRemoved a duplicate notification bell from the top bar.
- ImprovedCleaner URLs — the
?ticker=parameter no longer clutters the address bar.
- NewInvestment Thesis Checklist — a guided 5-step workflow to document and score your thesis for any company.
- NewCustom Supply Chain builder — drag tracked companies onto an interactive supply-chain map.
- NewPrice & % alerts — set target-price and percentage-move alerts from the bell in the top bar.
- ImprovedReverse DCF now lets you save and name multiple valuation scenarios per company.
- NewCompany Analysis tab — full financial statements, ratios and profile for any ticker, powered live by Fiscal.ai.
- NewCSI Live & Q&A — webinar schedule, archive and a form to submit questions to Simon.
How CSI Invests
Our investment philosophy and approach to semiconductor stocks.
Investing Process & Framework
Our research process, portfolio construction, and the frameworks behind every CSI position.
How We Invest — Video Lessons
A hand-picked set of videos covering CSI's investment framework, valuation work, and portfolio decisions — not the full YouTube feed. Browse everything we publish under CSI Research → Videos.
How-To Videos
Step-by-step walkthroughs — reverse DCF, reading a balance sheet, and how to approach each corner of the semiconductor supply chain.
How-To Articles
The written companions: tutorials, definitions, and the mechanics behind the CSI process.
Semiconductor Industry Glossary
The terms that come up most often in CSI research, defined by Randy. Search the list or jump by letter.
CSI Live & Q&A
Live Zoom sessions with CSI — ask questions and engage in real-time discussion.
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Every CSI Live recap, published as a research page and added here automatically.
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