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 | +18.37 | 47 | 17 | 75 | — | |
| server | +12.79 | 21 | 0 | 21 | — | |
| gpu | +11.09 | 45 | 14 | 64 | — | |
| networking | +6.30 | 12 | 2 | 14 | — | |
| asic | +5.80 | 23 | 7 | 34 | — | |
| memory | +5.70 | 13 | 3 | 18 | — | |
| foundry | +5.35 | 10 | 5 | 16 | — | |
| ip | +5.10 | 17 | 2 | 21 | — | |
| hyperscaler | +4.72 | 15 | 14 | 34 | — | |
| semicap | +4.70 | 20 | 7 | 31 | — | |
| hbm | +1.63 | 3 | 0 | 3 | — | |
| optical | +1.62 | 3 | 0 | 3 | — | |
| power | +1.51 | 4 | 0 | 4 | — | |
| cooling | +0.82 | 2 | 0 | 2 | — | |
| packaging | +0.75 | 2 | 0 | 2 | — | |
| grid | +0.59 | 1 | 0 | 3 | — | |
| neocloud | +0.41 | 4 | 3 | 7 | — | |
| eda | +0.30 | 1 | 1 | 2 | — | |
| robotics | -0.27 | 0 | 1 | 1 | — |