Supercycle Data Desk

The Supercycle Data Desk is not a person. It is the name on the site's recurring data reports: the monthly hyperscaler capex roundup, the congressional AI trades digest, the quarterly 13F moves and the AI Fear & Greed read. Each report is computed from the datasets behind the buildout tracker, the congress tracker, the investor pages and the index, drafted with AI, and then fact-checked and signed off by a named human reviewer before it publishes.

Every figure in a Data Desk report carries a source and a data-as-of date, and the same sections repeat each issue so changes are easy to see. Nothing in these reports is investment advice.