Finovian

Independent semiconductor and AI infrastructure investment analysis for US retail investors.

What It Is

Most retail investors get generic stock tips or paywalled institutional research. Finovian sits in between company-specific analysis on semiconductor and AI infrastructure stocks, written with a clear position and a public track record.

Every article makes a specific call. Every call gets checked against real earnings events. No hedging, no vague outlooks.

Live Site

finovian.com

Content Architecture

Each covered company gets a four-layer cluster:

• Layer 1 — Business Model — Evergreen. How the company makes money, competitive position, moat.

• Layer 2 — Earnings — Quarterly. Specific numbers, guidance, what changed.

• Layer 3 — Macro — Event-driven. Tariffs, export restrictions, cycle shifts that affect the stock.

• Layer 4 — Insights — Single-angle deep dives. One specific question answered with a real position.

Covered companies: TSMC, Broadcom. More added quarterly.

Track Record System

This is the core of what makes Finovian different from generic financial media.

Every "Finovian's Take" section in an article contains:

• A specific, falsifiable prediction

• A measurable threshold (a number, not a vague direction)

• An exact check-by date tied to a real earnings event

• A binary outcome — correct or incorrect — updated after the event

Track Record entries are stored in Sanity with expectedValue and actualValue fields. The homepage pulls these dynamically and shows resolution status.

No prediction gets quietly buried. Wrong calls stay visible.

SEO Implementation

Every article includes:

• Meta title and description optimized for US search intent

• JSON-LD schemas: Article, BreadcrumbList, FAQPage

• IndexNow submission on publish

• dateModified signals synced with Sanity _updatedAt

• Bidirectional internal links across cluster layers

Who This Is For

US retail investors who follow semiconductor and AI infrastructure stocks — TSMC, Broadcom, NVIDIA, AMD, Intel — and want analysis that takes a real position rather than restating earnings bullet points.

Content Standards

Articles follow strict rules to keep writing readable and honest:

• No em dashes

• No AI vocabulary: pivotal, crucial, delve, underscore, landscape, tapestry, testament, showcase, foster

• No rule-of-three constructions

• No vague attributions ("analysts say", "experts believe")

• No trailing -ing fake depth phrases

• Finovian's Take written first-person with specific watch signals

Repository

Private — production Sanity schema and content pipeline included. Public components extracted separately.

Contact

Built and maintained by Jay Rajshakha.

• Twitter / X: @FinovianHQ

• LinkedIn: linkedin.com/in/jayrajshakha

• GitHub: github.com/finovian

Not financial advice. All analysis is for informational purposes only.