The Arsenal 7 tools · all free · no signup

Every tool. One page. Pick yours.

Seven free utilities, all running on what I'm watching and the agent stack behind it. Each one answers a different question about Physical-Layer-of-AI investing. No paywall, no trial, no fake "intelligence." Just the receipts.

Pick by use case
"Is my portfolio actually exposed to AI infrastructure?"
→ Tollbooth Audit · 10 sec
"What's happening to POET, XNDU, LWLG, LPTH right now?"
→ Photonics & Quantum Radar
"Should I buy NOWL / NVDX / TSLR for AI exposure?"
→ Leveraged ETF Risk Score
"Where are insiders + Congress moving capital?"
→ Smart-Money Heatmap
"Where do these companies physically operate?"
→ Physical Layer Map
"Quick research on a specific ticker?"
→ Universal Research desk
"Find a past Substack post or thesis update?"
→ The Vault
All seven tools · long-form

The full Young Bull research desk.

Live · Smart money
Smart-Money Heatmap

Track what politicians are buying on Physical Layer stocks. 31 trades tracked.

Sources: Form 4 + congressional PTR · Window: configurable 30-180d
Open the heatmap
Most popular · ~10 sec
Tollbooth Audit

Drop a screenshot, paste tickers, or upload a CSV. Get a layer-by-layer breakdown of your portfolio (Power · Compute & Memory · DC Infra · Photonics & Quantum · Off-World). Plus the Shadow Forecast. Your YTD vs Quinn's live book, with the gap math and top-3 swap suggestions. Free PDF export of the full audit, branded.

Inputs: screenshot OCR · CSV · paste · Output: 5-layer % + 3 swaps + PDF
Run the audit
Layer 4 · live
Photonics & Quantum Radar

Cohort radar for the new layer of the AI factory. POET, XNDU, LWLG, LPTH as Quinn's holdings (with cost basis + lifetime gain), plus a watchlist (CIEN, LITE, COHR, IONQ, RGTI). Refreshes every 60s. Three-receipt thesis explainer. Weekly Radar Report email gate.

Refreshes: every 60s · Quinn's positions in this layer: 22.3% of book
Open the radar
Educational · contrarian
Leveraged ETF Risk Score

12 single-stock 2x/3x ETFs (NOWL, NVDX, NVDU, TSLR, TSLL, AMDU, MSTU, BITX, AAPU, MSFU, GOOL, METU) auto-graded for buy-and-hold suitability. Risk score 0-100, color-coded. Plus the four-section math on volatility decay, fee drag, liquidity stress, and 2x downside risk.

Coverage: 12 ETFs · Verdict: 5-day shelf life max
See the risk board
v1 · static facility data
Physical Layer Map

Where each of the 21 holdings physically lives. 21 reactors for CEG · NBIS Finland AI factory · POET Singapore + Allentown · Rocket Lab Mahia + Wallops + Stennis. 5 layers, 18 cards, every fact pulled from public 10-Ks + investor decks.

Coverage: 5 layers · 18 cards · Source: SEC filings + investor presentations
View the map
Power user · any ticker
Universal Research

Search any US ticker (in or out of Quinn's book). Real-Time Analyst console runs the framework live. Per-ticker thesis · technical · earnings · insider · congress · macro tabs. For Quinn's holdings: Moat + Asymmetry scores, Kill Vectors (named), Dynamic Entry zones with current price marker.

Universe: any US ticker · Refreshes: 60s ticker tape
Open research desk
Archive · searchable
The Vault

Every published Substack post, weekly portfolio snapshot, and thesis update. Pulled from the Obsidian vault, indexed by ticker and tag. Search by name, mention, or topic. Whitelist-only. No internal docs leak.

Coverage: Substack + portfolio snapshots + thesis updates
Open the vault
Keyboard shortcuts · every page
⌘ + K · open command palette (every tool, every ticker, every shortcut) · / · jump to ticker search in Intelligence · Esc · close any modal