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 | +99.64 | 313 | 101 | 420 | 50% | |
| hyperscaler | +43.28 | 156 | 101 | 279 | 33% | |
| memory | +37.39 | 68 | 12 | 82 | 40% | |
| asic | +36.49 | 133 | 43 | 200 | — | |
| semicap | +35.45 | 102 | 25 | 137 | 0% | |
| server | +31.68 | 44 | 0 | 44 | 100% | |
| networking | +19.24 | 39 | 9 | 49 | 33% | |
| ip | +12.69 | 34 | 2 | 39 | — | |
| software | +11.71 | 231 | 192 | 506 | — | |
| neocloud | +11.32 | 23 | 5 | 28 | 0% | |
| foundry | +9.51 | 57 | 73 | 134 | — | |
| cooling | +5.93 | 10 | 0 | 10 | 0% | |
| power | +5.64 | 14 | 2 | 17 | 33% | |
| hbm | +4.27 | 8 | 0 | 10 | — | |
| optical | +3.88 | 8 | 0 | 8 | — | |
| packaging | +2.53 | 5 | 0 | 5 | — | |
| robotics | +2.27 | 7 | 1 | 8 | — | |
| capital | +1.38 | 3 | 0 | 3 | — | |
| grid | +1.12 | 2 | 0 | 5 | — | |
| eda | +0.27 | 1 | 1 | 2 | — | |
| sensors | 0.00 | 0 | 0 | 1 | — |