AI-Driven Market Intelligence Built on Engineering Reality

Actionable research, signals, and portfolio intelligence focused on deep tech, macro capital cycles, and disciplined execution.

Built for long-term investors and serious traders focused on deep tech and macro cycles.

Tracking now: AI infrastructure capex · Yield curve inflection · GPU supply chains · Energy storage

Intelligence Products

Keep products and courses separate. Subscriptions deliver ongoing intelligence; courses are standalone education.

Masicot Starter

Free

Updated weekly Active headline breakdowns

Weekly Briefing Macro Context Engineering Reality

Weekly analysis that breaks down one major market headline using engineering reality.

  • One weekly “headline → reality” breakdown
  • Why yields and rates can matter more than earnings calls
  • Actionable context for deep-tech investing

Masicot Elite

$147 / month

Portfolio + alerts Reports + webinars (institutional cadence)

Model Portfolio Rebalancing Alerts Monthly Deep Dives

Institutional-style intelligence with full access to the deep-tech model portfolio and alerts.

  • Elite Intelligence + Portfolio
  • Deep Tech Fundamentals
  • Model Portfolio access (tickers & weights)
  • Real-time buy/sell rebalancing alerts
  • Monthly institutional deep-dive reports
  • Quarterly strategy webinars

Courses & Education

Standalone learning paths. Separate from subscriptions.

Start with the free briefing.

Upgrade only when the process earns your trust.