About
Seeking Edge Investment LLC is an independent research shop focused on U.S. equities and the AI supply chain.
What we publish
An industrial map of the AI supply chain, scored on where supply is rigid and who can collect the rent, published here in full; single-name equity research with an explicit mechanism, a scenario range and written reversal triggers, delivered to clients on request, with one note published as a sample; and the records of a quantitative research programme that has since been retired.
Research is produced with AI-assisted tooling for sourcing and extraction. The question, the model structure and the triggers are set and reviewed by a human researcher, who checks every figure that carries a conclusion.
Research is led by Hongyi Gu.
Research standards
Dated, sourced, falsifiable
Each research note states the question it answers, the date its data is marked to, the source tier behind every load-bearing figure, and the observable that would retire the view.
Corrections in the open
A corrections register in the Atlas and a version history on research notes. A correction is shown against the earlier version with what it changed, not overwritten.
Costs disclosed per module
Where a figure includes execution costs, the Methodology page says which module and which costs. Nothing on the site is a claim about a real account.
Retired work stays on the record
The quant research programme was retired in 2026; its final snapshot, validation record and unedited output file remain published as a record of the method.
Get in touch
Enquiries about single-name research coverage, questions about the published work, or arguments against it.
hongyi.gu.ny@gmail.comSeeking Edge Investment LLC · Jersey City, NJ · All content is for informational and educational purposes only. Not investment advice.