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 | +9.57 | 33 | 13 | 56 | — | |
| gpu | +7.57 | 40 | 10 | 55 | — | |
| server | +7.53 | 15 | 0 | 15 | — | |
| networking | +4.96 | 11 | 0 | 11 | — | |
| ip | +4.11 | 15 | 2 | 19 | — | |
| asic | +3.87 | 19 | 4 | 25 | — | |
| memory | +3.56 | 10 | 2 | 12 | — | |
| semicap | +2.59 | 15 | 3 | 20 | — | |
| foundry | +2.51 | 7 | 5 | 13 | — | |
| hyperscaler | +1.59 | 9 | 13 | 26 | — | |
| optical | +1.03 | 3 | 0 | 3 | — | |
| hbm | +0.77 | 1 | 0 | 1 | — | |
| grid | +0.58 | 1 | 0 | 2 | — | |
| power | +0.57 | 3 | 0 | 3 | — | |
| cooling | +0.46 | 1 | 0 | 1 | — | |
| eda | +0.29 | 1 | 1 | 2 | — | |
| neocloud | -0.21 | 2 | 2 | 4 | — | |
| packaging | +0.20 | 1 | 0 | 1 | — | |
| robotics | -0.17 | 0 | 1 | 1 | — |