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Don’t miss the next AI move

Spot the next AI winners before the crowd.

  • See the move before it’s priced in
  • Know which stocks are levered to it
  • Never find out too late again
See plans

From $19/mo · cancel in one click · research, not advice

THE ENTITY · live map live
scanning the chain
Applicationsok
Modelsok
Infrastructureok
Chips & memoryok
Energyok
Names exposed
constraint who profits
Micron
MU
SK hynix
000660
Nvidia
NVDA

Illustrative · the live product tracks this in real time

Every major AI stock, already mapped

NVIDIAAMDIntelBroadcomArmQualcommMediaTekSTMicroelectronicsSamsungSupermicroDellLenovoCiscoGoogle CloudMetaTesla+85 more

Three answers every AI investor needs.

How it works, in three steps.

01

We map the whole chain

Every part AI depends on - power, chips, memory, networking - as one connected map.

02

We flag what’s tight - and what’s next

The model finds the part running short today, then forecasts where the squeeze moves.

03

You act on it

Each part links to the companies behind it, ranked by exposure - and the ones you own land in your Cockpit with live P&L.

Pick a layer. See which stocks profit.

Tap a layer of the chain and see the real companies exposed to it - a taste of the full stock map inside.

Companies exposed to Energy

Exposure score, 0-100 - how much of the company’s value rides on this layer.

  • VertivVRT
    90
  • Constellation EnergyCEG
    90
  • Quanta ServicesPWR
    90
  • Modine Manufacturing CompanyMOD
    90
  • CoolIT Systems
    90
  • Hitachi Energy
    90

Reading AI on your own - vs. with THE ENTITY.

On your own A headline drops. You guess who benefits.
With THE ENTITY You already know the names.
On your own A stock jumps. You never learn why.
With THE ENTITY You see the constraint behind it.
On your own You hear it’s tight after the move.
With THE ENTITY You hear it before.
On your own “The AI supply chain” - a vague idea.
With THE ENTITY A live map, with the tickers on it.
On your own Twelve tabs, no answer.
With THE ENTITY One screen, ranked by exposure.

One subscription. The whole AI chain, mapped.

Every plan is paid, so the room stays serious. Cancel in one click.

NewBuilt for institutional desks - now open to individual investors.
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Get in the game
Lite New
$15/ mo$19

billed yearly at $179 · save 21%

Get Lite

14-day money-back guarantee

  • The four-level course + briefings
  • The 20 core AI names + their pages
  • Live news, movers, methodology & glossary
Most Popular
Find the moves
Pro New
Founding offer
$29/ mo$49.00

12 months for $349 $588 · save 41%

Get Pro

14-day money-back guarantee

  • The Verdict - every AI name scored & called
  • The Edge + Receipts - mispricings, with the public track record
  • The Entity Portfolio + pre-IPO Pipeline
  • Portfolio Cockpit - live positions, valuation & thesis
  • Ask the Entity, signals, full 800+ universe & exports
Accredited only
Institutional
Terminal
$10,000/ yr

For accredited investors & asset managers.

Apply for access
  • Live nowcast & real-time alerts
  • Model API + bulk export
  • Priority data & desk support
  • Everything in Pro

Cancel anytime, in one click. Switch plans whenever you like and keep full access through the period you’ve paid for.

Founding access
The first 100 members become founders - a permanent number, at the founding rate.

Common questions

Is this investment advice?

No - research. We show where companies sit on the chain, with our sources. What you do with it is yours.

Do I need to be a pro investor?

No. It’s in plain English. If you follow AI in the news, you can use it.

Where does the data come from?

Public filings, market data and live news, mapped onto our model of the chain - sources shown.

Is there a free plan?

No. Every plan is paid, from $19/mo, cancel in one click. No free tier keeps the room serious.

What do I get on Lite?

The course, briefings, the 20 core AI names, movers and live news. Pro ($49/mo) adds every name, the forecast, the AI analyst and the Cockpit.

Find your next AI move.

The next squeeze is already forming somewhere on the chain. From $19/mo, cancel in one click.

THE ENTITY