The AI build-out, scored and sourced.
Upside, safety and AI exposure, rated 0 to 10 the same way on every scored asset, from the power grid and the chip to platforms, funds and tokens. Every price names its source. Every thesis says whether a person has reviewed it.
234 assets26 with editorial scores5 themesEducational research, not advice
NVIDIA
NVDA · The platform every AI model runs on
- Upside
- 8.0
- Safety
- 7.5
- AI exposure
- 10.0
Not reviewed
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Today's largest moves
The biggest daily changes among observed quotes. Simulated prices are left out of the ranking.
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Advanced Micro Devices
AMD
Composite score7.7
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Not reviewed
NextEra Energy
NEE
Composite score8.0
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Not reviewed
Chainlink
LINK
Composite score6.2
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Not reviewed
VanEck Semiconductor ETF
SMH
Composite score7.8
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Not reviewed
Render
RENDER
Composite score6.7
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Not reviewed
Micron Technology
MU
Composite score7.2
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Not reviewed
iShares Global Clean Energy ETF
ICLN
Composite score6.3
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Not reviewed
Three lenses, the same on every asset.
A good thesis asks hard questions. Every scored asset goes through the same three lenses, so you can see the opportunity and what could go wrong, scored the same way every time.
- The upsideWhat could go right?
- The return potential if the thesis plays out, and the catalysts that could get it there.
- The safetyWhat could go wrong?
- Balance-sheet strength, business-model resilience, and how the asset behaves when the market changes its mind.
- The AI exposureHow deep is the connection?
- How structurally tied the asset is to the build-out of artificial intelligence.
- Upside
- 6.0
- Safety
- 9.5
- AI exposure
- 6.5
Not reviewed
26–32x forward earnings
- 2B+ active devices = unrivalled AI distribution
- On-device AI and silicon leadership protect privacy and margins
- Services revenue is a high-margin, recurring compounder
How to read the desk.
Each mark means the same thing on every card, chart and page.
Observed quotes print solid
Prices from CoinGecko or Finnhub carry the provider's name, and each asset page shows when the provider observed them.
Simulations are hatched
Where no feed is available, prices and charts are labelled illustrations. They are never presented as market data, and simulated charts carry the word across the plot.
A seal only for real reviews
Scores and theses are editorial opinions. A thesis is shown as reviewed only when a named reviewer, the review date, supporting sources and all three score rationales are recorded.
Five themes, named on every card
Energy, compute, platforms, baskets and crypto. Follow the whole value chain; every card names its theme.
Put up to three theses side by side, with their risks and review status.
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