HomeCIO aggregates every account, position and cashflow across Singapore, the US and China — then runs a Roundtable of Bull, Bear and CIO agents over the trade before you pull the trigger. No hype. No 2 a.m. push notifications.
Our Roundtable runs Bull / Bear / CIO — bull and bear roles you pick, then two CIO judgment phases — grounded in real filings, analyst notes and your own positions. Need a memo? Deep Research turns the debate into an evidence-bound write-up with citations. Already holding it? EQ Snapshot returns a one-credit risk read on the position.
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.
Accounts, properties, liabilities, holdings and cashflow — across SG, US and CN. Multi-currency, multi-member, read-only.
Ask about any ticker or thesis. Roundtable runs Bull and Bear roles through two CIO judgment phases; Deep Research and EQ Snapshot extend the same evidence trail.
No streaks. No leaderboards. No push. Monthly Statements close on schedule; Alerts wait until you ack them; Bills calendar shows what's coming.
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