Aero — AI-Native Investing Workspace

The platform

Search and structure your investments in one programmable table.

Search for any asset using AI — describe what you're looking for, and Aero builds it instantly.

Aero — Semiconductor Thesis

What are you researching today?

Semiconductor Thesis

+ New

Ticker

Company

Price

1D %

YTD %

Signal

NVDA

NVIDIA Corporation

$892.40

+2.4%

+18.7%

BUY

ASML

ASML Holding

$1,024

+0.8%

+12.3%

BUY

TSM

Taiwan Semiconductor

$178.60

−0.3%

+8.1%

HOLD

KLAC

KLA Corporation

$812.50

+0.5%

+1.4%

BUY

MRVL

Marvell Technology

$98.20

+1.8%

+4.2%

WATCH

Research

The programmable table
for investing.

Run AI across columns, orchestrate data from multiple sources, and apply custom logic — all structured in one place.

Research Demo

Semiconductor Thesis

Filter

Sort

+ Add Column

Ticker

Company

Price

Mkt Cap

Rev Growth

NVDA

NVIDIA

$892

$2.2T

+122%

ASML

ASML Holding

$1,024

$420B

+34%

TSM

TSMC

$178

$920B

+26%

KLAC

KLA Corp

$812

$112B

+18%

Semiconductor Thesis

Filter

Sort

+ Add Column

Ticker

Company

Moat

Sentiment

Rev Rank

NVDA

NVIDIA

ASML

TSM

TSMC

KLAC

KLA

Semiconductor Thesis

Filter

Sort

+ Add Column

Ticker

Company

Price

Mkt Cap

Rev Growth

NVDA

NVIDIA

$892

$2.2T

+122%

ASML

ASML Holding

$1,024

$420B

+34%

TSM

TSMC

$178

$920B

+26%

KLAC

KLA Corp

$812

$112B

+18%

AI Chat

AI-powered answer engine

Chat directly with your data. Ask questions, get answers, and take action — all in plain English.

which semis in my watchlist have the strongest momentum?

✦

Based on your Semiconductor Watchlist, NVDA, MRVL, and KLAC are leading on momentum — all three are up YTD, carry BUY signals, and have AI scores above 76. NVDA is the standout at 91 with +8.2% YTD and accelerating revenue growth.

any of them near a 52-week high?

✦

KLAC is trading within 4% of its 52-week high at $812.50 vs. a high of $847. NVDA is ~18% below its high but still in a strong uptrend. MRVL is about 12% off its high — positive but not stretched.

add a 52W High % column to the table

✦

Done — 52W High % column added to your Semiconductor Watchlist. KLAC shows −4.1%, NVDA −18.2%, MRVL −11.8%. Column is set to auto-refresh daily.

AI-powered answer engine

Social content

From content to
structured data.

Turn YouTube, Reddit, and other sources into live tables with sentiment, mentions, and signals.

Strategy

Build strategies
with AI.

Describe your logic in plain English. Aero parses it into structured, backtestable strategies.

NAMETYPEOUTPUTSTATUS

Undervalued Momentum Score

Score stocks 0-100 using value (40%), momentum (35%)...

SCORE0–100 ScoreACTIVE

50%+ Return Probability

Predict which growth stocks will deliver 50%+ returns...

PROBABILITY0–1 ProbACTIVE

Breakout Signal v2

BUY when price breaks above 20-day high with 150%+ volume...

SIGNALBUY/SELL/HOLDACTIVE

Earnings Beat Predictor

Predict earnings beats based on guidance history...

PROBABILITY0–1 ProbDRAFT

Create Strategy

STEP 1 OF 3 — SELECT TYPE

What kind of strategy do you want to build?

Each type produces a different output and uses a different builder.

⚖

Score / Ranking

Rank assets 0–100 using weighted multi-factor logic.

0-100 SCORE

📊

Probability / Forecast

Predict likelihood of a specific outcome using ML models.

0-1 PROBABILITY

📈

Trading Signal

Generate BUY / SELL / HOLD with entry/exit logic.

BUY/SELL/HOLD

⇄

Import / Translate

Paste Pine Script, Google Sheets, or pseudocode.

Score / Ranking

STEP 3 OF 3 — BUILD

⊕ AI STRATEGY BUILDERSCORE

NAME —

ORIGINAL PROMPT

—

Describe your strategy in plain English.
Include factors, weights, and thresholds.

≡ CALCULATION FORMULA

Describe your strategy on the left
and click GENERATE to build the formula.

{} JSON OUTPUT

Structured JSON generates alongside
the formula — ready to copy.

🔔 ALERTS & ACTIONS

Fire when output value

is >75

NOTIFY VIA

🔔 Push 💬 SMS ✉ Email

Portfolio Intelligence

Most portfolios are worse
than their owners think.

Hidden overlap, sector concentration, stranded losses — Aero surfaces every blind spot and tells you exactly how to fix it.

Scan your portfolio for hidden risks, redundancies, and missed opportunities.

Portfolio Score

LIVE

—

—

Diversif.

—

Risk Mgmt

—

Tax Effic.

—

Overlap

—

31 positions · $1.11M
Last updated: just now

Issues Found

4 CRITICAL

ETF Overlap Crisis — 91% Redundancy

VOO + VTI + ITOT + SCHB are near-identical. You're paying 4× fees for one position's exposure.

CRITICAL

Tech Overweight — 68% Single Sector

Portfolio correlates 0.91 with NASDAQ-100. A 20% tech drawdown hits you at −13.6% net worth.

HIGH RISK

$10,767 Harvestable Losses — Unharvested

IONQ, QBTS, QUBT are underwater with no tax-loss harvest applied. Recoverable via wash-sale rules.

OPTIMIZE

Zero International Exposure

100% US equities. No VXUS, EFA, or EM. Missing 50% of global market cap and significant diversification alpha.

MISSING

ETF Overlap Matrix

▓ >50% overlap flagged

6 ETFs · $892K combined

VOO
VTI
ITOT
SCHB
SCHD
QQQ
VOO
—
94%
93%
91%
38%
82%
VTI
94%
—
97%
96%
35%
78%
ITOT
93%
97%
—
98%
34%
77%
SCHB
91%
96%
98%
—
33%
76%
SCHD
38%
35%
34%
33%
—
22%
QQQ
82%
78%
77%
76%
22%
—

>70% critical

30–70% moderate

<30% acceptable

✦ Aero recommends

VOO + VTI + ITOT + SCHB are functionally identical. Consolidate into VOO only — eliminate $278K in redundant exposure, save ~$420/yr in fees.

✦ AI Recommendations

Score 67 → 84

SELL

ITOT $136,754 · full position

92–98% overlap with VOO. Realise $74K LTCG, redirect capital to international exposure.

−$136K

free capital

TRIM

SCHD $288K → $144K · reduce 50%

26% portfolio in one dividend ETF. Trim to $144K, deploy proceeds to healthcare and defense sectors.

−$144K

redeployed

ADD

VXUS $60K target · new position

Zero intl exposure. VXUS covers 8,000 non-US stocks. Drops NASDAQ correlation from 0.91 → 0.64.

+$60K

allocated

HARVEST

IONQ + QBTS + QUBT

$10,767 in unrealised losses. Harvest to offset gains, reinvest after 31-day wash-sale window.

$10,767

harvested

Implementing all 4 actions raises your score to 84 and frees ~$165K in deployable capital.

Impact Summary

Score

before

→

after

Capital freed

~$165K

Net tax impact

~$8K

Losses harvested

$10,767

Annual fee saved

$1,840

NASDAQ corr.

0.91 → 0.64

News affecting your portfolio

All

Bullish

Bearish

High Impact

Bullish Catalysts

Potential upside drivers

Bearish Risks

Active headwinds

Watch Items

Monitor · no clear direction

Biggest Upside

+15%

NVDA GTC backlog confirmed

▼

Fed hawkish hold — only 1 cut forecast for 2026

Powell: Iran war makes inflation "uncertain". S&P 500 broke 200-day MA. Stagflation scenario compresses QQQ/SMH multiples most.

QQQ ↓SMH ↓SCHD ↓

−8% headwind

▲

NVDA GTC: $1 trillion chip order backlog through 2027

Jensen Huang doubled prior $500B forecast. 38/43 analysts Strong Buy. Consensus target $274 (+50%). Your position is only $916 — massively underweighted.

NVDA ↑SMH ↑QQQ ↑

+15% upside

▼

Brent crude hit $119 this morning — Qatar LNG struck

Iran struck Qatari LNG (17% regional output). S&P futures down again. Oil shock = inflation = delayed cuts = multiple compression for growth stocks.

QQQ ↓SMH ↓FANG →GLD ↑

−5% headwind

▲

Gold at record highs — JPM targets $6,300/oz by year-end

Central bank buying structural (China, Russia diversifying $). War safe-haven bid + dollar diversification. Your GLD is only 1.2% of portfolio.

GLD ↑

+12% upside

◆

AI Infrastructure Surge — $700B hyperscaler capex in 2026

NVDA $1T backlog. Micron HBM demand +40%/yr. AI is accelerating. Mixed impact: benefits NVDA/SMH, headwind for legacy tech MSFT/ORCL.

NVDA ↑SMH ↑ORCL ↓

Mixed

Position Scores ✦ AI SCORED

Growth · Value · Momentum · 5Y · 10Y trajectory

Symbol

Type

Value

YTD

Growth

Value

NOW

5Y

10Y

NOW

5Y

10Y

Scores blend Piotroski F-Score, Altman Z-Score, earnings growth trajectory, sector mean-reversion, and moat durability. Updated quarterly.

Aero is where
investment decisions
get better.

Search and structure your investments in one programmable table.

The programmable table
for investing.

AI-powered answer engine

From content to
structured data.

Build strategies
with AI.

Run, backtest, and evaluate
strategies at scale.

Most portfolios are worse
than their owners think.

AI is changing how we research,
strategize, and invest.

Aero is whereinvestment decisionsget better.

Search and structure your investments in one programmable table.

The programmable tablefor investing.

Add Column

Add Column

Add Column

AI-powered answer engine

From content tostructured data.

Build strategieswith AI.

Run, backtest, and evaluatestrategies at scale.

Most portfolios are worsethan their owners think.

AI is changing how we research,strategize, and invest.

Aero is where
investment decisions
get better.

The programmable table
for investing.

From content to
structured data.

Build strategies
with AI.

Run, backtest, and evaluate
strategies at scale.

Most portfolios are worse
than their owners think.

AI is changing how we research,
strategize, and invest.