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 | +81.44 | 304 | 97 | 407 | 100% | |
| asic | +33.00 | 133 | 41 | 198 | — | |
| hyperscaler | +32.88 | 145 | 95 | 262 | — | |
| memory | +28.98 | 62 | 11 | 75 | 0% | |
| semicap | +23.45 | 89 | 22 | 120 | — | |
| server | +21.44 | 40 | 0 | 40 | — | |
| ip | +8.04 | 32 | 2 | 37 | — | |
| networking | +7.57 | 25 | 9 | 34 | — | |
| foundry | +6.71 | 53 | 73 | 130 | — | |
| neocloud | +3.94 | 12 | 3 | 15 | — | |
| power | +3.18 | 10 | 0 | 10 | — | |
| optical | +2.91 | 8 | 0 | 8 | — | |
| packaging | +2.00 | 5 | 0 | 5 | — | |
| robotics | +1.89 | 7 | 1 | 8 | — | |
| software | +1.89 | 221 | 183 | 487 | — | |
| hbm | +1.82 | 5 | 0 | 7 | — | |
| cooling | +1.11 | 4 | 0 | 4 | — | |
| capital | +1.02 | 3 | 0 | 3 | — | |
| grid | +0.86 | 2 | 0 | 4 | — | |
| eda | +0.19 | 1 | 1 | 2 | — | |
| sensors | 0.00 | 0 | 0 | 1 | — |