Co Founder & Head of Engineering and Trading, HarmoniQ Insights

Christopher Rosa

Co Founder & Head of Engineering and Trading

HarmoniQ Insights

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul>
<li>
$240K Target: Bitcoin is projected to reach $240K by late Q3–Q4 2025, driven by global liquidity, the halving, and institutional demand via spot ETFs.</li>
<li>
Liquidity Drivers: Bitcoin’s bull run will be fueled by U.S. fiscal easing, China’s liquidity injections, spot ETF demand, and the upcoming 2024 halving event.</li>
<li>
Strategic Timing: Historical patterns suggest Bitcoin will peak in late Q3–Q4 2025, driven by synchronized global liquidity expansion and institutional adoption.</li>
</ul>



$240K Target: Bitcoin is projected to reach $240K by late Q3–Q4 2025, driven by global liquidity, the halving, and institutional demand via spot ETFs.

Liquidity Drivers: Bitcoin’s bull run will be fueled by U.S. fiscal easing, China’s liquidity injections, spot ETF demand, and the upcoming 2024 halving event.

Strategic Timing: Historical patterns suggest Bitcoin will peak in late Q3–Q4 2025, driven by synchronized global liquidity expansion and institutional adoption.


2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

William Mann

Independent Insight Provider

Cross Asset Strategy

<ul>
<li>A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications </li>
<li>I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations </li>
<li>Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process </li>
</ul>


A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications 
I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations 
Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process 


The LLM Quant Revolution: From ChatGPT to Wall Street

Equity Bottom-Up

Microchip Technology Incorporated designs, manufactures, and markets microcontrollers, related mixed-signal and memory products, and application development systems for high-volume embedded control applications. The Company also designs, develops, and markets linear/mixed-signal, power management, and thermal management products.

<ul>
<li>Initiate a short position in MCHP Target Price Range: $45-50 Time Horizon: 6-12 months </li>
<li>
Declining fundamentals: Q2 FY2025 revenue declined 48% YoY, with adjusted EPS falling 72% YoY. Valuation concerns: P/E of 36.8x vs. sector median of 22x, unsupported by current performance.  </li>
<li>
Geo-Political risk: 50% of sales from Asia, exposed to potential trade tensions. Operational challenges: Customer destocking and sluggish demand. ETF-Driven price support: Potential for sharp correction if sector rotation occurs. </li>
</ul>


Initiate a short position in MCHP Target Price Range: $45-50 Time Horizon: 6-12 months 

Declining fundamentals: Q2 FY2025 revenue declined 48% YoY, with adjusted EPS falling 72% YoY. Valuation concerns: P/E of 36.8x vs. sector median of 22x, unsupported by current performance.  

Geo-Political risk: 50% of sales from Asia, exposed to potential trade tensions. Operational challenges: Customer destocking and sluggish demand. ETF-Driven price support: Potential for sharp correction if sector rotation occurs. 


2025 High Conviction Short: Microchip Technology Inc. (MCHP)

<ul>
<li>Blockchain technology provides decentralized, transparent, and immutable digital ledgers, revolutionizing how transactions and data are managed without reliance on centralized authorities or intermediaries.</li>
<li>Tokens enable participation in blockchain ecosystems by providing access to services, governance rights, or value transfers, playing a key role in incentivizing user engagement and network growth.</li>
<li>Foundations and companies shape the development of blockchain projects, issuing tokens to fund innovation, promote decentralization, and drive community-driven governance, supporting the evolution of Web3 technologies.</li>
</ul>


Blockchain technology provides decentralized, transparent, and immutable digital ledgers, revolutionizing how transactions and data are managed without reliance on centralized authorities or intermediaries.
Tokens enable participation in blockchain ecosystems by providing access to services, governance rights, or value transfers, playing a key role in incentivizing user engagement and network growth.
Foundations and companies shape the development of blockchain projects, issuing tokens to fund innovation, promote decentralization, and drive community-driven governance, supporting the evolution of Web3 technologies.


Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

Quantitative Analysis

<ul>
<li>This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. </li>
<li>
<a href="https://skr.ma/KGAZA" target="_blank" rel="noopener">The report from Primer 2</a> is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.</li>
<li>We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  </li>
</ul>


This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. 

The report from Primer 2 is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.
We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  


Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

HarmoniQ Insights

2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025

Christopher Rosa

The LLM Quant Revolution: From ChatGPT to Wall Street

Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...

William Mann

2025 High Conviction Short: Microchip Technology Inc. (MCHP)

December 2, 2024, following US Market Close: Steve Sanghi, MCHP Chairman and interim CEO, said Monday that it would close a plant in Tempe,...

William Mann

Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

Understand the basics of digital assets and their role in blockchain. Learn how to segment digital assets to compare them effectively and create a...

Christopher Rosa

Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

Step 3 produces the GPT Quality Control Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...

William Mann

2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025

Christopher Rosa

The LLM Quant Revolution: From ChatGPT to Wall Street

​Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...

William Mann

2025 High Conviction Short: Microchip Technology Inc. (MCHP)

December 2, 2024, following US Market Close: Steve Sanghi, MCHP Chairman and interim CEO, said Monday that it would close a plant in Tempe,...

William Mann

Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

Understand the basics of digital assets and their role in blockchain. Learn how to segment digital assets to compare them effectively and create a...

Christopher Rosa

Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

Step 3 produces the GPT Quality Control ​Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...

William Mann

Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...

Step 3 produces the GPT Quality Control Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...