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The edge institutions have - now open to you

Spot the next AI winners before the crowd.

  • See the move before it’s priced in
  • Know exactly which stocks profit from it
  • Get there a quarter ahead of the market
See plans

From $19/mo · cancel in one click

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+800 more
The mechanism → the payoff

Three steps. Three answers.

Everything we do maps to something you get. Each card turns to reveal its answer as you scroll.

01We map the whole chain

We map the whole chain

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

the mechanism ↓
turns into
Find who wins

Know exactly which stocks profit.

835 AI stocks, each mapped to the part of the chain it depends on — and who holds the pricing power when it gets tight.

the payoff
02We flag what’s tight — and what’s next

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

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

the mechanism ↓
turns into
See what’s moving

Get the reason, not the rumour.

A name jumps. You get the constraint behind it — and every other stock exposed to the same thing.

the payoff
03You act on it

You act on it

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

the mechanism ↓
turns into
Get there early

Be a quarter ahead of the market.

See where the next squeeze lands — a quarter or two before the market prices it in.

the payoff
What you see inside

Every screen answers a question you’re already asking.

The benefit, the live instrument that delivers it, and the number that proves it. Point by point.

Plus the rest of the terminal
The EdgePortfolio CockpitThesis WorkbenchThe Entity PortfolioThe PipelineScenario sandboxDependency ScreenerCompareHorizonMoversLive newsInsight feedLearnMethodologyScorecardGlossary

See every instrument →

The four jobs

Four jobs. One machine.

You’re not looking for another feed. You’re hiring for four jobs: know what to buy, see what the smart money sees, be early, and protect your book. THE ENTITY fills all four.

01
Job Nº 1The Verdict · The Edge

Know what to buy.

Everyone owns “AI.” Almost nobody can defend a single position.

A straight answer on every AI name.

The Verdict scores every AI name 0-100 and attaches a call - Strong Buy to Avoid. No hedging, no “it depends.”

645 listed names scored · re-scored nightly

See where the market has it wrong.

The Edge shows exactly where our read disagrees with the price - the mispricings, surfaced and ranked.

checked against live market data · price history to 2021

A score that never goes stale.

The whole graph re-scores itself overnight as filings, prices and news land - so tomorrow’s Verdict already knows about tonight.

835 companies · every single night

See The Verdict

Illustrative panel · live scores on all 645 listed names inside

02
Job Nº 2Smart Money

See what the smart money sees.

The elite funds file their trades in public. You’ve just never read them.

Know what elite funds actually bought.

Smart Money tracks the 13F book of an elite fund roster - every position dated from the filing, not from the interview.

103 elite funds tracked · 92 scored

Read a quarter of SEC filings in minutes.

The engine ingests the raw SEC feed every quarter and turns it into a tape you can actually read - who’s new, who’s adding, who’s out.

3.4M+ filing rows processed per quarter

Spot conviction clustering before the crowd.

Fund and insider flows are mapped onto the same supply chain - so you see when the smart money crowds one node of the trade.

80 chain nodes · every move dated from filings

See Smart Money

Illustrative tape · real roster, real filings - names unredacted inside

03
Job Nº 3Forecast · Signals · The Pipeline

Be early, not late.

Everyone else reads the news after the move.

See the next squeeze before it’s priced in.

The Constraint forecast runs the chain forward and flags where pressure lands next - so you’re positioned a quarter ahead, not a headline behind.

80 supply-chain nodes · 48 chokepoints watched

Watch the pressure build, plant by plant.

Signals shows the parts under pressure and what’s driving them - down to real facilities on a living, spinnable globe.

624 real facilities · 74 geographies

Meet the winners before they list.

The Pipeline tracks pre-IPO AI names before the ticker exists - mapped into the chain alongside everything they’ll disrupt.

on the map before the market can price them

See the Constraint forecast

Illustrative curve · the live model runs the whole chain forward, nightly

04
Job Nº 4Cockpit · Thesis · Copilot

Protect and grow your book.

Every thesis has a blind spot. Yours included.

Your whole AI book, live, on one screen.

The Portfolio Cockpit holds your positions against the chain: P&L, what changed overnight, what it’s worth, what to do next.

645 names with live market data

A thesis that gets attacked before the market does it for you.

Write your bull or bear case in the Thesis Workbench - the engine red-teams it and flags the day it breaks.

red-teamed against all 80 nodes of the chain

An analyst that builds the view - and acts on your book.

Copilot composes a live dashboard for any question, grounded in the graph and aware of your holdings - and proposes book actions you confirm.

871 sourced company narratives behind it

See the Portfolio Cockpit

Your positions, your theses - stress-tested by the machine every night

Point by point - what you get

Twelve things you’ll know that the crowd won’t.

Each one: the benefit, the instrument that delivers it, and the real number behind it. Pull through them.

01The Verdict

A straight call on every AI name - no hedging.

Scores each of the 645 listed names 0-100, Strong Buy to Avoid - the whole graph re-scored nightly.

02The Edge

See the mispricings before the market corrects them.

Surfaces every gap between our read and the current price - checked against live data, price history to 2021.

03Smart Money

Know what the elite money actually bought - dated.

Tracks 103 elite 13F funds (92 scored) straight from 3.4M+ SEC filing rows processed every quarter.

04Constraint forecast

Catch the next supply squeeze a quarter early.

Watches 48 chokepoints across 74 geographies and flags where pressure lands next.

05The Living map

Never ask “who benefits?” again.

Wires 835 companies into 80 supply-chain nodes - a headline lands, the exposed names light up.

06Copilot

Ask in plain language, get a live dashboard.

Composes a grounded dashboard for any question - reads your book, cites its work, and can act on it on your say-so.

07Portfolio Cockpit

See your own portfolio through the machine.

Your AI book live - P&L, chain exposure, what changed overnight, what to look at next.

08Dependency Screener

Screen by dependency, not by sector label.

Filters AI stocks by what they actually rely on - the only screener wired to a supply-chain graph.

09Scenario sandbox

Stress-test disasters before they happen.

Shock any of the 80 nodes and watch the hit propagate through the names.

10Ultra Globe

Watch the physical build-out, live.

Plots 624 real facilities, with coordinates, on a living, spinnable planet.

11Thesis Workbench

Get your own thesis red-teamed.

Takes your bull or bear case, attacks it, and flags the day it breaks.

12Receipts

Hold us accountable for every word.

Every call recorded the day it’s made, frozen, and graded in public - misses included.

The map is the moat

One machine underneath it all.

Every job you just saw runs on the same engine: the entire AI supply chain, mapped end to end - energy to chips to infrastructure to models to applications - with the real money followed through it, and the whole graph re-scored every night. That graph is the moat, so here’s its size.

Applicationswhere AI meets revenue
Modelsthe intelligence itself
Infrastructuredatacenters & networking
Chipscompute & memory
Energythe power underneath it all
835
companies mapped
645 publicly listed
80
chain nodes
power → applications
2,808
calibrated links
the graph, not a list
103
elite funds tracked
92 scored · 13F, dated nightly
624
real facilities
geo-located, on a live globe
48
chokepoints scored
74 geographies
871
sourced narratives
behind every answer
3.4M+
SEC rows / quarter
re-scored every night

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.
The math

Assemble this desk yourself. Here’s the bill.

The going monthly rate for each piece, bought separately - versus one subscription that already connects them.

Assemble it yourself/ month
Market-data terminal seat~$2,000
SEC filings & 13F intelligence service~$299
AI-sector research subscription~$150
Institutional-grade stock screener~$99
A live map of the entire AI chainSold nowhere else
The DIY total~$2,548 / mo
THE ENTITYfounding offer
from $29 / mo

≈ 1% of the bill · the one piece money can’t buy elsewhere, included

About 1% of the bill - with the one piece money can’t buy elsewhere included. If one insight a year pays for the decade, the math stops being interesting.

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.
Start here
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
  • 10 credits to sample the Pro tools - verdict reveals, unlocks, Vault draws
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
  • Smart Money - elite 13F & insider buys, dated from filings
  • The Entity Portfolio + pre-IPO Pipeline
  • Copilot, Portfolio Cockpit, 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.

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 a model of 835 companies, 80 chain nodes and 2,808 links, every source 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 Verdict and Edge, the AI analyst and the Cockpit.

Find your next AI move.

The next squeeze is already forming on the chain. THE ENTITY shows you where - and who profits. From $19/mo, cancel in one click.

Why we built this

THE ENTITY