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 | +44.75 | 188 | 57 | 246 | — | |
| asic | +23.85 | 86 | 19 | 113 | — | |
| memory | +17.75 | 39 | 5 | 44 | — | |
| hyperscaler | +16.19 | 90 | 55 | 159 | — | |
| software | -13.45 | 109 | 118 | 270 | — | |
| semicap | +10.32 | 47 | 12 | 63 | — | |
| foundry | +6.29 | 35 | 36 | 74 | — | |
| server | +4.07 | 12 | 0 | 12 | — | |
| neocloud | +1.51 | 5 | 0 | 5 | — | |
| networking | +1.15 | 4 | 3 | 7 | — | |
| robotics | +0.74 | 3 | 0 | 3 | — | |
| packaging | +0.70 | 2 | 0 | 2 | — | |
| power | +0.65 | 3 | 0 | 3 | — | |
| optical | +0.48 | 2 | 0 | 2 | — | |
| ip | +0.30 | 2 | 0 | 2 | — | |
| grid | +0.23 | 1 | 0 | 1 | — | |
| hbm | +0.15 | 1 | 0 | 3 | — | |
| capital | +0.11 | 1 | 0 | 1 | — | |
| sensors | 0.00 | 0 | 0 | 1 | — |