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    SALP Thesis Tracker
    SALP Thesis Tracker
    Tracks Situational Awareness LP — Leopold Aschenbrenner's AI infrastructure fund. Based on actual Q4 2025 13F holdings across four layers: AI Cloud, Power, Photonics, and Semiconductors.
    alvinhungalvin0617
    12,579
    1
    OpenAI Cloud Shift Screener
    OpenAI Cloud Shift Screener
    MEMORY CYCLE STAGE TRACKER — DRAM / NAND / HBM + semi hardware names with Early / Mid / Late / Down stage labels Momentum 40% + Volume 25% + RevAccel 20% + Margin Inflection 15% — surfaces names where the memory cycle is turning
    yixuan-caiMacKinsey
    331
    0
    AI Infra Stocks Tracker
    AI Infra Stocks Tracker
    Daily verification of the three AI-infra thesis pillars: Mag7 hyperscaler capex direction, ASIC vs GPU share-take, and real beneficiary revenue translation across optical / HBM / enterprise-AI storage. Tracks an 18-name basket vs SMH with ADK-narrated thesis-divergence findings.
    siriusshensirius.shen
    1,606
    1
    Humanoid Robots Tracker (vF)
    Humanoid Robots Tracker (vF)
    The humanoid robots thesis Citrini published in May 2025, now monitored and tracked daily. 75 names across 9 supply-chain layers, scored against fresh news + market data every weekday — with the read delivered to your phone.
    lakeLakel
    209
    1
    Space & Defense Thesis Tracker
    Space & Defense Thesis Tracker
    Space and defense sector thesis tracker
    syeveline9syeveline9
    746
    2
    Theme Tracker - Humanoid Robots
    Theme Tracker - Humanoid Robots
    Citrini Research's humanoid robot supply-chain thesis tracked live: 83-name basket × 9 layers × 3 pillars (Cyclical / Cost / Embodied-AI) with daily quant + news + narrative pipelines.
    lakeLakel
    408
    0
    Trump China Trade Tracker
    Trump China Trade Tracker
    CEO DELEGATION TRACKER — 42 US stocks across On-Delegation / Excluded / China-Exposed / Tariff-Hit groups Delegation 50% + China Linkage 20% + News 20% + Trend/Volume 10% — who wins or loses as deals are announced from Beijing
    ivanivan
    97
    0
    Memory Cycle Screener
    Memory Cycle Screener
    The memory chip industry runs in deep boom-bust cycles driven by supply and demand imbalances. The current thesis: surging HBM demand for AI training is pulling wafer capacity away from DRAM and NAND, tightening supply and setting up a price upcycle. This screener tracks a curated universe of memory makers, HBM packagers, and semi-equipment names to identify which stocks are earliest in their revenue and margin recovery.
    ivanivan
    190
    0
    Kevin Xu Tweet Trader
    Kevin Xu Tweet Trader
    v3 + ratio-only gate; 5 plain-language pentagon dims; ticker-aggregated hit rate; redesigned signal cards
    furycomfuryfrog1993
    180
    0
    NVDA Analysis (New)
    NVDA Analysis (New)
    NVIDIA equity analysis with the redesigned chassis (designer-led layout: Alva Design System tokens, widget-grid layout, refined typography). Bull/Bear thesis, peer comps, Grok-X-driven daily commentary. Refreshed daily.
    lakeLakel
    97
    0
    Congressional Conviction Buys
    Congressional Conviction Buys
    Members of the US Congress must publicly disclose their stock trades. Research shows these trades historically outperform the market, likely because lawmakers gain early insight into policy and industry trends. This screener tracks Senate purchases over the last 90 days and ranks them to find names where multiple senators are independently making large, recent buys.
    yixuan-caiMacKinsey
    324
    0
    alvin617.eth Tweet Trader
    alvin617.eth Tweet Trader
    Automated backtest of @Alvin0617's tweet signals: full historical tweet classification → 3-profile long/short simulation → Pentagon v4 multi-dim scoring + AI thesis. Updated every 6h.
    furycomfuryfrog1993
    84
    0
    Hantavirus News Spike Screener
    Hantavirus News Spike Screener
    DISEASE OUTBREAK TRACKER — US biotech, diagnostics, PPE, ventilator, hygiene, pest control and poultry across hantavirus + H5N1 cycles News momentum × per-ticker mentions + price trend + volume surge — surfaces names reacting to outbreak news in real time
    ivanivan
    64
    0
    Jensen Huang AI Picks
    Jensen Huang AI Picks
    Jensen Huang's named AI winners. 2025: NBIS, INTC, SNDK, CRWV, TSM. 2026: ServiceNow (NOW).
    bluesccnBlue
    164
    0
    Congressional Conviction Buys
    Congressional Conviction Buys
    Members of the US Congress must publicly disclose their stock trades. Research shows these trades historically outperform the market, likely because lawmakers gain early insight into policy and industry trends. This screener tracks Senate purchases over the last 90 days and ranks them to find names where multiple senators are independently making large, recent buys.
    ivanivan
    424
    3
    AI Power Bottleneck Tracker
    AI Power Bottleneck Tracker
    Tracks the AI power infrastructure buildout thesis across 25 US-listed companies in 7 layers: power generation, grid equipment, electrical infrastructure, cooling, data center REITs, engineering, and hyperscaler demand. Live price metrics, basket performance, earnings calendar, and weekly signal tracking.
    shaobindu6Sdu
    51
    0
    AI Infra After Mag7 Earnings
    AI Infra After Mag7 Earnings
    AI infrastructure basket (equal-weight ANET/AVGO/MRVL/VRT/CRDO/NTAP) after each Mag7 earnings day, 2021-2025.
    stevensteven
    172
    0
    NVIDIA Analysis
    NVIDIA Analysis
    NVIDIA stock analysis — Bull and Bear thesis, financials, peer comps, curated commentary. Daily digest pushed to Telegram.
    lakeLakel
    83
    0
    Korea Semi Raw Numbers
    Korea Semi Raw Numbers
    Bare-bones KCS monitor for the two HS lines from the KOL post: DRAM/HBM (HS 8542.32) and SSD (HS 8523.51, the modern home after HS 8471.70.4010 was retired). Monthly export USD, weight, and implied unit price per group. No commentary, no equity proxies — just the raw numbers.
    bluesccnBlue
    43
    0
    Memory Chip Supercycle
    Memory Chip Supercycle
    AI-driven memory semiconductor thesis tracker: HBM demand + DRAM/NAND cycle recovery. Basket: MU, WDC, SNDK, RMBS vs SMH. Daily ADK narrative with catalysts, risks, and push alerts.
    siriusshensirius.shen
    130
    1