Every name we track, one signal each.
The AI supply chain layer by layer, from substrates and chips to power and cloud, plus the adjacent waves. Each name carries a daily rules-based buy / hold / sell signal, held-out backtest results, and a public ledger of every closed signal, losers included.
Substrates & Materials
EDA & Chip IP
Fab Tools & Litho
Foundry
HBM & Packaging
AI Chips
Optical & Networking
Memory & Storage
AI Servers & Systems
AI Power & Grid
AI Cloud
AI Software
Cybersecurity
Big Tech
Genomics & AI-Health
TEMTempus AIRXRXRecursion PharmaSDGRSchrödingerCRSPCRISPR TherapeuticsNTLAIntelliaILMNIlluminaISRGIntuitive SurgicalVRTXVertex PharmaLLYEli LillyUNHUnitedHealthJNJJohnson & JohnsonGEHCGE HealthCarePACBPacific BiosciencesABCLAbCelleraGHGuardant HealthNVONovo NordiskRLAYRelay TherapeuticsREGNRegeneronMRNAModernaBIIBBiogenEWEdwards LifesciencesPODDInsulet
Robotics / Physical AI
Quantum
Space
Fintech & Crypto
Consumer & Internet
Industrials
Energy
Gold & Silver
Inflation Hedge
Index / ETF
Crypto
Signals are systematic and identical for everyone. Educational publication, not financial advice. Method on the methodology page, receipts on the track record page.