Everyone talks about AI. Almost nobody maps where the money actually flows: 18 parts of the AI supply chain, 100+ companies, from the chips to the power plants that run them. We track all of it, daily — and explain how to get exposure from anywhere in the world.
Most guides stop at “buy Nvidia or buy an ETF.” The real map has three routes, and each connects to the sectors above.
100+ companies across the supply chain — from GPU designers to the utilities powering data centers. Highest control, highest homework.
Browse all 18 sectors →02DiversifiedOne purchase, a basket of AI stocks — available in most countries. But no two “AI ETFs” hold the same thing. We break each one down by sector.
Open the ETF tracker →03RankedEvery month we rank the tracked universe by a transparent composite — analyst conviction, valuation vs target, trend. Reporting, not recommendations.
See this month’s board →Every AI ETF claims the same theme. Their holdings tell different stories. We map each fund against our 18 sectors — so you know what you really own.
The website shows you the map. The Weekly Pulse walks it with you — one email every Sunday, no daily noise.
The appetizer. One email, Sunday, no daily noise.
The meal. Deeper rankings and outlooks, sent less often.