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. The math is in code, not narration. Every input traces to a source.
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.