Vaedra: The Research Platform for Analysts

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Vaedra runs onfrontier models

OpenAI

Claude

Gemini

Grok

Qwen

Kimi

Slow research kills edge.Vaedra solves both.

Without Vaedra

Context is fragmented

Filings, notes, transcripts, and market signals sit apart from the claims they support.

Reasoning is hard to audit

Teams need a clear trail from source material to conclusion, including what changed and why.

Review needs a durable record

Approvals, holds, and judgment calls should preserve the evidence beneath every decision.

Coverage notes

Scattered across 11 tabs, 3 apps, 2 notebooks.

ticker · MSFT—

Cross-coverage

Implications traced manually, paper by paper.

thread · semis—

Follow-up lag

No persistent memory between sessions.

queue · 14d—

Thesis drift

Yesterday's reasoning is already stale.

last read · 4d—

Context decay

The model forgets everything when the chat ends.

session · closed—

Slow idea generation

Tedious compliance tracing

With Vaedra

8-K Filing

NVIDIA

Revenue

$68.1B

Data Center revenue

$62.3B

Diluted EPS

$1.76

GAAP gross margin

75.0%

Review Filing

Relationship Map

Suppliers14

Partners27

Customers31

NVIDIATSMC

Relationship

Foundry partner

Signal

Capacity dependency

Relevance

Critical

View Connection

NVIDIAMicrosoft

Relationship

Cloud partner

Signal

Compute demand

Relevance

High

View Connection

Analyzing Connections

Previous Hypothesis

Hypothesis

Data center assumption

Source

Analyst Memo

Data center assumption from Analyst Memo

Confirmed by 8-K

NVIDIA

Data Center Assumption

Hyperscaler capex inflects

Bullish

Key buyers

Street underestimates

DC re-acceleration

Supply chain bottlenecks

From analyst memo

Review Hypothesis

Ingestion

Files enter the pipeline.

Filings, spreadsheets, source notes, and company feeds become normalized records before research begins.

Evidence graph

Evidence becomes structure.

Signals connect to entities, claims, and prior work so an investigation can be understood at a glance.

Synthesis

Evidence becomes synthesis.

Vaedra reconciles the implication path, separates signal from noise, and turns evidence into an analyst-ready view.

Research brief

The output feels finished.

A concise research brief carries the answer, evidence trail, and open questions into the next decision.

01Ingestion 02Evidence graph 03Synthesis 04Brief

01 / data ingestion

Source intake

CSV

XLS

02 / evidence graph

The conclusion gets a visible source path.

TSMC

ASML

AMZN

AAPL

MSFT

GOOGL

NVIDIA

01filing

02supplier

03model

selected claim

Capacity is the visible constraint.

3 hops2 sources

03 / synthesis

Four sources, one read.

8-K filing

NVIDIA

Revenue$68.1B

GAAP margin75.0%

relationship map

14sup27par31cus

prior hypothesis

Demand-led

analyst memoconf 0.41

data-center thesis

Capacity-led

signalBullish

Synthesizing

04 / research brief

Brief ready

Coverage

Evidence trail

CoWoS allocation0.91

HBM lead times0.84

Hyperscaler capex0.79

Conviction trend

Open yield ramp pricing power

Mission control

live desk

NVIDIA GB300 supply chain implications 14 entities traced / 3 pending gates / updated 09:42

active

Apple supplier migration and margin pressure 8 entities traced / 1 pending gate / updated 09:36

active

CoWoS pricing curve and HBM allocation 12 entities traced / Taiwan layer linked

queued

481kg nodes

882edges

1,719events

58workflows

Inbound stream

updated 2s ago

NVIDIA Blackwell Ultra production yields tracking 92% in pilot run14:32:08

TSMC 6-K filing: CoWoS-L capacity expansion ahead of schedule, Q3 online14:31:54

Apple announces revised supplier mix, India assembly to reach 25% by FY2614:31:42

Microsoft Azure incremental 2GW datacenter commit through 202714:31:18

AWS Trainium2 deployment ramp, Anthropic contract scope expanded14:30:52

ASML High-NA EUV ramp delayed one quarter, Intel 14A effects14:30:31

Knowledge graph browser

dependency map

NVIDIA

TSMC

ASML

TSMC Capacity Deep-Dive

Today, 2:34 PM

YOUTrace TSMC's CoWoS-L capacity dependencies and surface hidden bottlenecks ahead of Q3 ramp.

VAEPulled four upstream dependencies. ASML EUV throughput is the binding constraint.

KGTSMC, ASML, NVIDIA, and CoWoS nodes linked with confidence-weighted edges.

Downstream implications

Morning brief

ready

SEMI cycle turn / AAPL implication

Inventory is now above the five-quarter baseline while supplier commentary points to uneven HBM allocation. The model recommends revising margin pressure assumptions into Q4.

EntitySignalConf.

SK HynixHBM3E pricing negotiations moved hotter.0.91

TSMCCoWoS capacity remains the binding constraint.0.87

AppleSupplier mix raises margin sensitivity.0.72

Vaedra

Views KG Browser Map Events Documents Artifacts Orchestrator

Cmd+K Research

Mission control

live desk

NVIDIA GB300 supply chain implications 14 entities traced / 3 pending gates / updated 09:42

active

Apple supplier migration and margin pressure 8 entities traced / 1 pending gate / updated 09:36

active

CoWoS pricing curve and HBM allocation 12 entities traced / Taiwan layer linked

queued

481kg nodes

882edges

1,719events

58workflows

TSMC revenue beat connects to CoWoS utilization.0:14

Foxconn India ramp data ingested into Apple supplier model.0:42

Blackwell shipment cadence affirmed; GB300 sampling window moved.1:18

High-NA EUV delivery timing now one quarter softer.3:12

Signal intake

extracting

Cloud TPU capex language added to hyperscaler cluster.5:06

AWS Trainium deployment scope updated from supplier logs.5:31

Azure power contract maps to 2027 data center buildout.6:08

Rack integration pressure routes into GB200 cluster timeline.6:44

EUV tool constraint tagged as upstream gating dependency.7:02

93%entity resolution

24new aliases

Knowledge graph browser

dependency map

NVIDIA

TSMC

ASML

Orchestrator run

tracing consequences

00:01Opened NVIDIA shipment cadence hypothesis and retrieved upstream memory dependencies.

00:18Linked CoWoS capacity note to Apple margin sensitivity and cloud capex cluster.

00:37Raised confidence on HBM constraint; generated alternate supplier path.

01:04Compiled analyst-facing delta with source walkback and open questions.

Agent confidence

Morning brief

ready

SEMI cycle turn / AAPL implication

Inventory is now above the five-quarter baseline while supplier commentary points to uneven HBM allocation. The model recommends revising margin pressure assumptions into Q4.

EntitySignalConf.

SK HynixHBM3E pricing negotiations moved hotter.0.91

TSMCCoWoS capacity remains the binding constraint.0.87

AppleSupplier mix raises margin sensitivity.0.72

Who Vaedra is For

Lean research teams

For teams stretched thin, wanting greater coverage with fewer resources.

Solo analysts

For individuals who need help expanding their investment-grade research.

Research-intensive firms

Edge built from investigative depth, and enabling increased collaboration.

Institutional Advisors

Investment managers who need to see the high-level information for overall market shifts.

See how Vaedra fits underneath your desk

Access tiers built for serious research.

Analyst

For the solo researcher building edge.

$500/ mo · analyst

✓Up to 50 monitored entities
✓5 active workflows
✓90-day memory depth
✓Core investigation tools
✓1 seat
✓Email support

Request access →

Recommended

Team

For research desks that need shared reasoning.

$450/ mo · analyst

✓Up to 200 monitored entities
✓25 active workflows
✓1-year memory depth
✓Advanced investigation tools
✓Up to 10 seats
✓Shared reasoning graphs
✓Priority support

Request access →

Enterprise

For institutions requiring full operational control.

Custom

✓Unlimited monitored entities
✓Unlimited workflows
✓Full historical memory
✓Geospatial layer, full depth
✓Unlimited seats
✓Custom integrations
✓Dedicated support
✓On-premise option

Request access →

Get started

Turn research into institutional memory.

Vaedra helps research teams connect signals, preserve context, and act on what matters, before the market fully prices it in.

Book a briefing Read the brief

ACTIVE RESEARCH STREAM

Q2 coverage · 4 signals

Live

AAPLEarnings revisionMonitored

FEDRate path · Q2 stanceLinked

SEMIInventory cycle thesisFlagged

MEMOPortfolio brief · Q2Generated

vaedra · reasoning graph14:32 ET