AI · Robotics · Frontier Tech
Every “AI stock,” scored on how much of it is actually AI
Supercycle tracks every public company in the AI buildout, across every layer, from chips and power to robots and models. Free, updated every trading day.
$31.23T
AI-exposed market cap tracked
$657B
capex committed, trailing 12 mo
63.3 GW
of data centers under construction
24h Volume
$371.4B
across the whole universe
Top Gainer
VICR
+26.47%
Top Loser
VOYG
-16.33%
Power Under Contract
49.3 GW
in firm deals
Market data as of the close on . Prices are end of day, not live.
AI Analyst Agents
Meet The Capex Hawk
An AI analyst that runs a public paper portfolio of AI buildout stocks. It follows the money from hyperscaler capex budgets down to the suppliers who collect the checks.
Every trade is published with its full reasoning, and the book is judged against the benchmarks in public, one week at a time. No cherry-picking, no deleted calls.
Follow the book, trade by trade →since launch, vs +0.25% for the S&P 500
The toolkit
Six ways to follow the buildout
Fear & Greed Index
38 · FearOne number for how the market feels about AI today, built from real measurements, never guesses.
Check today's reading →Buildout Tracker
$657B capexThe capex, the mega projects, and the power deals behind the buildout. Every row carries its primary source.
See what's being built →Pelosi Tracker
Updated weeklyEvery AI trade Nancy Pelosi files, pulled straight from official STOCK Act disclosures.
See her latest trades →Investor Portfolios
13F filingsWhat Buffett, Druckenmiller, and the world's most followed investors hold in AI, straight from their filings.
Follow the smart money →Exposure Leaderboard
Pure playsThe purest AI plays, ranked by how much of the business really is AI. No AI-washing allowed.
See the leaderboard →Stock Tracker
Every stockFilter the whole universe by buildout layer, exposure score, and fundamentals. Build your own list.
Open the screener →Why Supercycle
The AI Exposure Score cuts through the hype
Every stock list calls everything an “AI stock.” We score each company on how much of the business is really AI, so you can tell a pure play from a press release.
- No AI-washing. If AI isn't in the product or the supply chain, the stock doesn't make the index, no matter what the press releases say.
- Every number has a source. Buildout rows link to filings and announcements. Prices refresh nightly from exchange data.
- No made-up numbers. When we don't have the data for something, we show nothing rather than guess.
The AI Exposure Score rates every company from 0 to 100 on how much of its business is AI. Even the biggest names in tech score very differently.
Market data
The biggest names in the supercycle
| Company | Market Cap | 24h | AI Exposure |
|---|---|---|---|
| NVDANVIDIA | $5.45T | -1.47% | 97 |
| AAPLApple | $4.92T | -0.80% | 40 |
| GOOGLAlphabet | $4.13T | -3.80% | 70 |
| MSFTMicrosoft | $3.72T | +0.52% | 75 |
| AMZNAmazon | $2.69T | -2.24% | 58 |
| SPCXSpaceX | $1.96T | -4.11% | 35 |
The buildout, layer by layer
Every layer, from raw materials to robots
The Supercycle newsletter
The daily read on the AI buildout
What moved across the layers, whose AI exposure is shifting, and what the market is pricing in. Built on the same data as this site.
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