AI Compute
Semiconductors, fabrication, networking, power, and cooling behind the buildout.
NVDA22%
TSM18%
AVGO16%
AMD14%
ASML12%
VRT10%
CEG8%
Get the daily circuitBusiness / Decision-grade context
See the business signal before the noise.
Company strategy, capital, chips, and regulation—organized around what changed, why it matters, and which evidence comes next.
Coverage map
22 companies. Four business systems.
Coverage is grouped by the operating question each company helps answer. Bar length shows company count, not price movement or conviction.
Company trackers
One page per company the desk tracks.
AI sector models
Build your own view of the AI economy.
Transparent editorial models—not funds, recommendations, live products, or performance claims. Each model totals 100%.
Open the interactive builder Swipe the sector cards →AI Platforms
Cloud distribution, model access, and products that turn infrastructure into revenue.
MSFT22%
GOOGL20%
AMZN18%
META15%
ORCL10%
AAPL8%
SNOW7%
AI Applications
Software, data, and security companies trying to convert AI into durable workflows.
PLTR20%
CRWD18%
SNOW17%
DDOG15%
MSFT12%
GOOGL10%
ORCL8%
Physical AI
Autonomy, robotics, launch, communications, and the energy systems around them.
TSLA22%
VRT18%
CEG16%
RKLB14%
ASTS12%
AVGO10%
LUNR8%
Concentration check
Where the models overlap.
Repeated holdings reveal shared exposure across different AI theses. More appearances mean more cross-basket concentration.
Latest reporting
Signals with business consequence.
Market Circuit · 2 min read
Only $100M of Salesforce’s $200M raise is organic
Market Circuit · 2 min read
Marvell’s quarter makes the AI infrastructure buildout a connectivity story too
Method / Ptolemais desk
The move is the prompt. The disclosure is the story.
Read the correspondent method