TODAYMEMORY +5.3%SEMI EQUIPMENT +5.3%DC / NEOCLOUDS +5.3%OPTICAL +5.2%SEMI MATERIALS +4.9%PACKAGING +4.5%AI SOFTWARE -2.5%POWER GEN -3.5%
The newsletter

All of this, in your inbox

The website shows you the map. The Weekly Pulse walks it with you — one email every Sunday, no daily noise, no alerts.

What you get

A light free product on purpose. The depth lives in the reports — and those are free too, for now.

Free

The Weekly Pulse

The appetizer. Sundays, about a two-minute read.

  • Heatmap across all 18 sectors
  • One-line takeaway on what moved and why
  • Top two ranks per cap tier on the board
  • No daily emails, no alerts
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For funds and firms

Multi-seat access, raw data export, API access and earlier delivery — the same published research, sized for a desk rather than a person. Tell us what you need and we’ll come back with specifics.

We’ll reply with what the institutional tier covers. Nothing is charged and no account is created from this form. Prefer email? Write to aisectorwatch@gmail.com.

What it looks like

Weekly Pulse · Sunday

The heatmap, one line at a time

“Memory led the week at +37% on the month as packaging capacity stayed the binding constraint. Hyperscalers were the only sector red across all three timeframes.”

Every claim carries the number behind it.
Leadership Board · Monthly

Four cap tiers, one transparent Composite Score

“TSM scored 89 in Edition 03 at $248.40, against a mean analyst target of $301.00. It ranked #2 last month.”

Reporting on a published number, never a call.
Sector Outlook · Quarterly

Where analysts expect growth

“Analysts model the packaging sub-sector growing revenue fastest over the next four quarters, ahead of memory and foundry.”

Growth figures always attributed to analysts.

Before you subscribe

How often will you email me?

Once a week, on Sunday. There is no daily email and no alerts — deliberately. If you subscribe to the depth reports you also get the monthly Leadership Board and the quarterly Sector Growth Outlook.

What is actually in the Weekly Pulse?

The heatmap across every sector, a one-line takeaway on what moved and why, and the week's biggest movers. It is designed to be read in about two minutes.

Is it really free?

The Weekly Pulse is free permanently, and so are the top two ranks in each cap tier on the board. The depth — every ranked name, the score history and the Report Library — is Pro, at $8.99 a month.

Why $8.99?

It is a founding rate: the price will be $14.99 after launch. We have not charged $14.99 yet, so we do not show it struck through as though it were a discount off a price anyone has paid — it is simply what the price becomes.

Do you give investment advice?

No. We report data and explain what sectors do. We never tell you what to buy or sell, never claim a track record, and we are not registered investment advisers.

Can I unsubscribe easily?

Yes — one click in any email, no questions and no retention flow.

AI Sector Watch is an informational publication. Nothing in the newsletter is financial advice or a recommendation to buy or sell any security.