Product updates, market outlook, and the methodology behind what AI007 tracks — written weekly.
Seven universes, dozens of supply chain layers, one screen. Here's the idea behind the AI Universe Heatmap -- and what it's actually for, beyond "what's moving today."
Everyone assumes rising long-term yields crush high-multiple tech. Over the last seven weeks they didn't -- and the reason is more interesting than "rates went up."
They look like three separate features. They're really one workflow -- where money is rotating, whether that rotation is real, and which specific stocks to look at. Walked through with today's live data.
Seven universes, dozens of supply chain layers, one screen. Here's the idea behind the AI Universe Heatmap -- and what it's actually for, beyond "what's moving today."
Everyone assumes rising long-term yields crush high-multiple tech. Over the last seven weeks they didn't -- and the reason is more interesting than "rates went up."
They look like three separate features. They're really one workflow -- where money is rotating, whether that rotation is real, and which specific stocks to look at. Walked through with today's live data.
With the index and its biggest AI name both at highs, the obvious trade is already priced. Today's layer rotation data points somewhere less obvious: power, not chips.
AI007's Confluence Engine logged a volume-backed SpaceX move on Oct 2 and opened a 10-session thesis. Three sessions later SpaceX moved again by almost the same amount — but the confirming ETF side didn't follow, and volume thinned out. Here's what's still being tracked.
The iShares Ethereum Trust ETF started trading on a new share basis this morning. Three old shares became one new share — here's the mechanics, the reason, and what it does to the numbers you'll see on AI007.
Single-day price predictions miss how AI supply chains actually move. Here's the lead-lag framework we built instead — and the filters that keep it honest.
Micron beat estimates by 5% after the bell — but the biggest two-day gainers weren't memory stocks. They were the equipment makers that build memory fabs.
Straight-line support and resistance levels, detected after every close and validated against real touch points — not just connect-the-dots.
Every layer of the AI Supply Chain — from datacenters to robotics — ultimately depends on what happens in one layer: AI Chip Design.
A weekly look across all 7 universes — what led, what lagged, and the cross-universe signals worth watching into next week.
Not every company in an AI portfolio is equally exposed to AI. Here's how AI007 scores how much of a company's business actually is AI.