The Infrastructure of Tomorrow,
on the record.
A research database covering the picks-and-shovels of the AI and automation buildout — silicon, power, and the critical inputs that make both possible. The taxonomy is the navigation; the corpus is the asset.
Opinions go in writing. Methodology is public. The track record is immutable.
Three things the AI buildout actually needs.
Compute
Logic, memory, and the equipment that prints them. Every generation of accelerator demands a new generation of process steps — and the tool vendors win each transition.
GPU & Accelerators →Power
Interconnection queues are the new lead-time bottleneck — ahead of the chips themselves. Hyperscalers are signing PPAs that re-rated the nuclear stack for the first time in 30 years.
Nuclear Generation →Materials
The buildout consumes copper, rare earths, and specialty chemistries at scale. Single-supplier choke points and Western on-shoring shape the deliverable economics.
Rare Earths →The taxonomy is the navigation.
Where the scoring meets the conviction.
Top risk-adjusted names from the live universe, filtered to thesis fit of Conviction or higher. The scorecard moves daily on valuation; thesis fit is editorial and moves quarterly.
Three rules behind every score.
Computed, not narrated
Every score is deterministic TypeScript over disclosed inputs. The LLM extracts; code computes. Re-running the math produces the same number, every time.
Cite or omit
Every numeric input carries a source URL and a confidence flag. A scorecard dimension takes the lowest confidence of its inputs — honest uncertainty over false precision.
Opinions, on the record
The site has views and expresses them — ‘tracking for entry,’ ‘trimming on strength.’ No price-with-deadline targets, no imperative buy/sell. Every prescriptive line anchored to a scorecard.
Two ways to slice the universe.
Where it sits on the plane.
Compounders, Cyclical Leverage, Speculative Sleeve, Watchlist, Avoid. One name, one sleeve — market-cap aware so a $2T name can't pretend to be speculative.
See the sleeves →Role in the buildout.
The Power Stack, Compute Buildout, Nuclear Renaissance, Picks & Shovels OGs, Pre-revenue / Micro. One name lives in many themes — that's the design.
See the themes →The corpus is the asset.
Every company in the universe has a scorecard, an editorial overview, and a citation trail. Pick a tier, a name, or a basket — every entry point lands you in the same database.