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 | +13.23 | 52 | 14 | 66 | — | |
| asic | +9.53 | 32 | 0 | 33 | — | |
| memory | +4.41 | 12 | 1 | 13 | — | |
| software | -4.34 | 20 | 23 | 46 | — | |
| hyperscaler | +3.31 | 22 | 10 | 36 | — | |
| foundry | +2.96 | 9 | 2 | 11 | — | |
| semicap | +2.29 | 8 | 1 | 11 | — | |
| networking | +0.32 | 1 | 0 | 1 | — |