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 | +21.35 | 56 | 23 | 91 | — | |
| gpu | +14.32 | 51 | 14 | 70 | 100% | |
| server | +14.00 | 22 | 0 | 22 | — | |
| networking | +7.57 | 16 | 3 | 19 | — | |
| hyperscaler | +7.46 | 22 | 16 | 43 | — | |
| memory | +7.43 | 17 | 3 | 22 | 67% | |
| asic | +7.17 | 26 | 7 | 38 | — | |
| foundry | +6.42 | 13 | 5 | 19 | — | |
| semicap | +6.03 | 25 | 10 | 39 | — | |
| ip | +5.25 | 17 | 2 | 21 | — | |
| cooling | +2.25 | 6 | 0 | 6 | — | |
| neocloud | +2.10 | 9 | 3 | 12 | — | |
| hbm | +1.77 | 3 | 0 | 3 | — | |
| optical | +1.71 | 3 | 0 | 3 | — | |
| power | +1.38 | 4 | 1 | 5 | — | |
| packaging | +0.82 | 2 | 0 | 2 | — | |
| grid | +0.60 | 1 | 0 | 3 | — | |
| eda | +0.30 | 1 | 1 | 2 | — | |
| robotics | -0.28 | 0 | 1 | 1 | — |