Your AI-investing research desk.
From the constraint moving AI stocks today to the exact names levered to it - every tool runs on one calibrated, living model of the entire AI supply chain. The edge institutions have, now open to everyone.
Five layers, modeled as one runnable graph.
Energy
The physical and utility foundation - grid capacity, power delivery and cooling that turn electricity into usable compute headroom.
Chips
Compute silicon and the memory, packaging and interconnect components that turn power into computation.
Infrastructure
The networked systems - AI factories, fabrics, photonics and critical materials - that connect compute into coherent clusters.
Models
Training, inference, reasoning, multimodality and agents - plus the economics that govern how models are served.
Applications
The products and workflows built on top of models, where stack constraints ultimately surface as cost, latency and capability.
The instruments that turn the map into a decision.
- The VerdictproEvery AI name scored 0-100 with a call: Strong Buy to Avoid.
- The EdgeproWhere our read disagrees with the market - the mispricings.
- Smart MoneyproWhat the elite funds and insiders are actually buying - dated, from filings.
- ReceiptsproEvery call recorded the day it’s made, graded in public.
- The Entity PortfolioproA rules-based model portfolio, run from the engine’s calls.
- The PipelineproPre-IPO AI names, tracked before they list.
- CopilotproAsk in plain language; it builds you a live dashboard - and acts on your book.
- Living mapproThe whole chain as an interactive map of the names.
- Ultra GlobeproThe AI supply chain, on a living, spinnable planet.
- Dependency ScreenerproScreen AI stocks by what they depend on.
- Scenario sandboxproShock any part, see which names it hits.
- CompareproTwo parts side by side - pressure, role, exposure.
- Bottleneck radarproThe constraint driving the trade, proven.
Lite · Pro · Terminal - every feature is labelled by plan.
See it on your own screen.
One calibrated model of the AI build-out - the map, the forecast, the grounded analyst - the moment you sign in.
- 80
- chain nodes
- 170
- modeled links
- 835
- companies mapped
- 5
- stack layers
Plans from $19/mo · Research, not advice · Cancel anytime