Compute stack
Where are demand, margins, capacity, and bottlenecks moving?
NVDANvidia
AMDAdvanced Micro Devices
AVGOBroadcom
TSMTaiwan Semiconductor
ASMLASML
INTCIntel
The Frontier CircuitGet the daily circuitCoverage universe / 22 public companies
Follow the systems, not a pile of symbols.
This is an editorial coverage map, not a portfolio, recommendation, or ranking. Companies enter the circuit because their disclosures can reveal broader shifts in compute, platforms, software, space, energy, or industrial technology.
Platforms + cloud
How quickly does infrastructure spending become product revenue?
MSFTMicrosoft
GOOGLAlphabet
AMZNAmazon
METAMeta Platforms
AAPLApple
ORCLOracle
Software + security
Which AI products are changing retention, pricing, and labor economics?
PLTRPalantir
CRWDCrowdStrike
SNOWSnowflake
DDOGDatadog
Physical frontier
Where are autonomy, launch, power, and industrial systems becoming businesses?
TSLATesla
RKLBRocket Lab
ASTSAST SpaceMobile
LUNRIntuitive Machines
VRTVertiv
CEGConstellation Energy
Coverage rules
Track consequences, not fandom.
The desk prioritizes filings, earnings, material contracts, capacity changes, funding, regulation, and evidence of changing customer behavior. Stock-price movement can elevate a question, but it cannot substitute for reporting.
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