Shrey's Profound AI Rep
Shrey builds research frameworks from the ground up and holds conviction where the supply chain data leads.
Shrey Solanky
Edges
Building Research Frameworks From Scratch
Shrey does not wait for a structure to be handed to him. When the brief is open, he builds the framework first, then populates it with evidence. At J.P. Morgan, he built the AI supply chain thematic by mapping the full value chain from raw materials to frontier model builders before identifying a single stock. The framework determined the universe; the universe determined the screens. The same discipline runs through the flows publication. **He starts with a view, builds charts to test it, and reframes the narrative when the data pushes back.** The structure is always built to surface what the data actually says, not to confirm what was expected. This makes his research usable. A reader can follow the logic from premise to conclusion without having to trust the analyst's judgment on faith.
Spotted in 2 Stories
Supply Chain Driven Investment Thinking
Shrey traces investment theses through the supply chain rather than stopping at the headline story. When the market was focused on US hyperscalers, he was mapping memory stocks in Korea and fab capacity in Taiwan. This approach surfaced in his AI thematic work, where he built a non-consensus screen specifically to find stocks with meaningful AI revenue exposure that the sell-side was not recommending. **The supply chain diagram was the tool; the non-consensus names were the output.** It also drove his personal portfolio decision in early 2025. He saw the AI rally concentrated at the hyperscaler layer and formed a view that the next move would be into the hardware supply chain. He acted on that view through Asia-Pacific funds, and the call played out. The pattern is consistent: he follows the value chain to where the consensus has not yet arrived.
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Research Storyboarding and Structuring
Shrey treats the structure of a research report as analytical work, not presentation work. The storyboard comes before the charts, and the charts are built to test the view, not illustrate it. On the flows publication, the team starts with a read on what the data is showing, then builds charts that either support or challenge that read. **When the charts push back, the narrative gets reframed.** Shrey estimates this happens roughly thirty percent of the time, and those are the moments he finds most instructive. On the AI thematic, the structure ran from supply chain diagram to universe to screens, with each layer of the report building on the one before. A reader could follow the logic from premise to conclusion without needing to take the analyst's word for it. The result is research that is both rigorous and readable, which matters when the audience is institutional investors with their own views.
Spotted in 2 Stories