Sectors
Net direction = confidence-weighted, time-decayed sum of signal directions per AI-infra sector. Hit-rate from matured signals only. Not investment advice — directional read on signal flow.
| sector | net direction | up | down | n | hit-rate | top entities |
|---|---|---|---|---|---|---|
| gpu | +23.59 | 96 | 25 | 122 | — | |
| asic | +16.77 | 53 | 1 | 58 | — | |
| memory | +9.05 | 23 | 3 | 26 | — | |
| hyperscaler | +6.79 | 39 | 19 | 63 | — | |
| software | -5.72 | 42 | 38 | 89 | — | |
| foundry | +4.78 | 16 | 4 | 20 | — | |
| semicap | +4.38 | 18 | 6 | 26 | — | |
| networking | +0.83 | 2 | 0 | 2 | — |