Phase 1 subscription model

The $STACK Index

Owning the Semiconductor Bottleneck. The traditional semiconductor trade is crowded. Generic tech ETFs focus on designers and fabricators, but the real constraint is physical: backend infrastructure, high-purity systems, automated test, and advanced packaging.

The $STACK Index is a proprietary 20-ticker model portfolio built around the companies required to make next-generation silicon, 2.5D/3D packaging, HBM, and AI-ready chip capacity possible.

Choose Access View Architecture

Built by Industry Operators, Not Spreadsheet Jockeys

The thesis for $STACK was built from boots-on-the-ground experience constructing high-purity systems and infrastructure for major semiconductor fabs. The model is grounded in the physical job-site reality of the supply chain: tools, fluids, test benches, packaging lines, substrates, inspection systems, and reliability equipment.

The 4-Tier Architecture

Tier 1

Anchor general contractors: primary fab equipment and process control.

Tier 2

Systems and assembly subcontractors: packaging, OSAT, and automated testing.

Tier 3

High-purity process validation: metrology, inspection, cleaning, deposition, and wafer test.

Tier 4

Micro-cap speedboats: specialty thermal, reliability, coating, substrate, and fluid-delivery names.

Access the Model Portfolio

Retail Access

$49 / month

The Raw Materials. Built for the independent trader who wants the master plan but runs their own book.

The 20-Ticker Blueprint: full access to the current active constituents behind the $STACK model.
Rebalance Alerts: notifications when the model rotates a ticker in or out, including target weightings.
Self-directed execution: you decide whether, when, and how to trade.

I agree to the Terms of Service, including no financial advice, no refunds, and no redistribution of proprietary materials.

Subscribe - Retail

Institutional Access

$249 / month

The Prime Contractor. Built for serious capital allocators who need the full data room and execution files.

Everything in Retail, plus expanded research and model context.
Brokerage-ready allocation CSV: downloadable target-weight file for streamlined manual upload.
The Data Room: backtesting summary, performance tracking, and benchmark comparison.
The Watchlist: Tier 4 names being vetted before they hit the main blueprint.
Thesis Updates & Field Reports: deep-dive analysis on shifting supply-chain bottlenecks.

I agree to the Terms of Service, including no financial advice, no refunds, and no redistribution or reverse-engineering of proprietary materials.

Subscribe - Institutional

Institutional execution files are tools for subscriber-directed use. LiveBetter With AI Apps™ does not place trades, control brokerage accounts, or act as a fiduciary adviser.

Important: $STACK materials are educational and informational only. Model portfolios, backtests, tickers, weightings, alerts, and field reports are not personalized financial advice. Consult a licensed professional before making investment decisions.