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 |
|---|---|---|---|---|---|---|
| software | +24.19 | 63 | 29 | 104 | — | |
| gpu | +18.68 | 58 | 18 | 81 | 50% | |
| server | +16.68 | 25 | 0 | 25 | 100% | |
| networking | +15.11 | 26 | 3 | 30 | 33% | |
| semicap | +12.50 | 35 | 11 | 51 | 0% | |
| hyperscaler | +10.71 | 29 | 20 | 54 | 33% | |
| memory | +10.20 | 20 | 4 | 26 | 40% | |
| foundry | +7.88 | 14 | 5 | 20 | — | |
| neocloud | +7.02 | 16 | 5 | 21 | 0% | |
| asic | +6.94 | 26 | 9 | 40 | — | |
| ip | +6.88 | 19 | 2 | 23 | — | |
| cooling | +5.81 | 10 | 0 | 10 | 0% | |
| hbm | +3.45 | 6 | 0 | 6 | — | |
| power | +3.02 | 8 | 2 | 11 | 33% | |
| optical | +1.77 | 3 | 0 | 3 | — | |
| packaging | +0.87 | 2 | 0 | 2 | — | |
| grid | +0.60 | 1 | 0 | 4 | — | |
| eda | +0.30 | 1 | 1 | 2 | — | |
| robotics | -0.29 | 0 | 1 | 1 | — |