HomeCIO aggregates every account, position and cashflow across Singapore, the US and China — then hands you an AI analyst that argues both sides of a trade before you pull the trigger. No hype. No 2 a.m. push notifications.
Our Explorer runs a Bull / Bear / Judge loop, grounded in real filings, analyst notes and your own positions. Dissent is always shown, never summarised away — because the argument you reject is the one you need to remember.
Hyperscaler capex re-accelerated last quarter; data-center revenue grew 154% YoY with no sign of supply normalising.
Concentration: ~40% of revenue from 4 customers. Inventory days widened to 138 vs 102 a year ago — channel pre-buying is real.
Both theses survive. Tilt slightly bull (60/40) on operating-leverage; reassess on Q3 inventory print and CSP capex guide.
Brokerage, bank, crypto and private positions — across SG, US and CN. Multi-currency, multi-member, read-only.
Ask about any ticker or thesis. Bull and Bear agents debate until the strongest argument survives — and dissent is always shown.
No streaks. No leaderboards. No push. A weekly CIO memo — the kind a family office actually reads on Sunday.
Join the private preview. Invite-based, one household per seat, no card required. We review applications on Thursdays.