A daily screen. The settings stay in-house.

Lyra One is a systematic screen of the semiconductor market, built and run by Eleven Delta Partners. Every trading day it reads the same fixed universe, measures how far each name sits from its own recent range, and lists the few that are beyond a fixed band. It describes where prices are, not where they will go.

What we will say is this: every name goes through the same process. How far it sits from its range is scored, the days it has spent past the band are counted, and names near an earnings date are flagged. Names moving together are reported as pairs, so a list of five is not secretly a list of one.

What we will not say is how it is tuned. The band a name must cross and the events that hold one back are published — they are printed in every report. The estimators behind them, and the parameters that decide what reaches you, stay in-house. We have not shown that the names it lists go on to outperform or underperform: a pre-registered two-year backtest found no demonstrated forward returns.

Lyra One is not a list you can buy your way onto. Each request is read by a person, reviewed, and admitted one member at a time. We would rather be narrow and quiet than broad and loud.

Lyra One is a research tool, not investment advice.