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 | +71.62 | 300 | 97 | 403 | — | |
| asic | +29.94 | 130 | 41 | 194 | — | |
| hyperscaler | +27.61 | 142 | 95 | 259 | — | |
| memory | +25.82 | 61 | 11 | 74 | — | |
| semicap | +19.82 | 87 | 21 | 117 | — | |
| server | +16.51 | 40 | 0 | 40 | — | |
| foundry | +6.12 | 53 | 73 | 130 | — | |
| networking | +6.10 | 25 | 8 | 33 | — | |
| ip | +6.01 | 32 | 2 | 37 | — | |
| software | -3.48 | 215 | 180 | 477 | — | |
| neocloud | +3.16 | 11 | 3 | 14 | — | |
| power | +2.52 | 10 | 0 | 10 | — | |
| optical | +2.27 | 8 | 0 | 8 | — | |
| packaging | +1.65 | 5 | 0 | 5 | — | |
| robotics | +1.63 | 7 | 1 | 8 | — | |
| hbm | +1.32 | 5 | 0 | 7 | — | |
| capital | +0.78 | 3 | 0 | 3 | — | |
| grid | +0.69 | 2 | 0 | 4 | — | |
| cooling | +0.38 | 2 | 0 | 2 | — | |
| eda | +0.14 | 1 | 1 | 2 | — | |
| sensors | 0.00 | 0 | 0 | 1 | — |