TMT hedge funds need reliable data. TMT rate of change is accelerating and survey-based traditional TMT market intelligence is not keeping pace. Surveys are subjective, low-resolution, and outdated.
Liftr Insights delivers hybrid alternative data to technology hedge funds to power their investment models. Our data is requested by TMT equity researchers, TMT generalists, supply chain planners and supply chain marketers who want timely data enhanced with subject matter expertise.
Hedge funds quants love our data because our data on the semiconductor supply chain is unique. They are already purchasing alternative data to power their investment models and our unique data helps them generate alpha.
Sell-side researchers on key stocks like AMZN, AMD, INTC, NVDA, XLNX and more need more timely insight than quarterly earnings calls and more in-depth information than annual surveys.
Fuel your investment model with data comparing the total counts of instance types and sizes available of NVIDIA, AMD, Intel, Xilinx and other accelerators by region.
Investors can compare the total counts of instance types and sizes available of AMD-, Intel-, and ARM-based processors by region with our time series data.
Liftr Insights’ hybrid alternative data products fill a data gap that neither traditional market intelligence nor alternative data can address.
Traditional market intelligence firms gather data from supply chain surveys to assess specific markets. These firms employ industry analysts with specific industry expertise to try to verify survey data points and fill in supply chain gaps for each specific market. Because surveys are time and people intensive, results are delivered at a quarterly or annual pace.
However, supply chains have bypassed traditional distributors as IT and telecommunications service providers buy directly from manufacturers. For example, cloud service providers now account for over half of data center equipment purchases, which are therefore invisible to supply chain surveys.
Investors and hedge funds, some of the largest consumers of alternative data, seek new sources of public data that enable timely insight into company performance and potential impacts on share prices. Alternative data includes satellite and security imagery, smartphone geo-positioning, credit card use and other kinds of standardized transactional data.
Alternative data has a tough time addressing infrastructure markets. Service providers won’t divulge the transactional data investors want. That’s where hybrid alternative data fits in.
Some investors might be able to collect or easily purchase public data like alternative data, but most do not have access to subject matter experts (SME) to collect, clean, distill and standardize industry- and company-specific proprietary data.
For example, Liftr Insights collects public data about cloud infrastructure directly from cloud service providers. However, there is no incentive for any provider to enable easy comparisons to the others. Liftr Insights uses SME guided algorithms and DevOps processes to reliably automate standardizing cloud service provider data.
The Liftr Cloud Regions Map is a visual tool for exploring the up-to-date regional availability of public cloud including zones and compute cost comparisons by region.
The Liftr Cloud Components Tracker identifies and catalogs the prices, configurations, and components of all the Infrastructure-as-a-Service (Iaas) and bare metal compute instances being deployed by tracked cloud service providers, region by region around the entire world.
