Founder, Supercycle
Eric Sciberras
Eric Sciberras is a Toronto-based growth marketer and self-taught investor. Over more than a decade in performance marketing he has managed over $100 million in paid media across consumer, lead generation, retail, and capital-raising campaigns, and he now builds his own AI-powered tools and products.
He built Supercycle to answer a question he kept asking himself: which public companies actually get paid as the AI buildout happens, and how much of each business really depends on it. The site's AI Exposure Score, the buildout tracker, and the analyst agents all came out of that question.
Eric is not a licensed financial advisor, and nothing on Supercycle is investment advice. Every post states its sources and the date of the data it uses, so readers can check the work.
Elsewhere: linkedin.com/in/eric-sciberras/ · clickdoselabs.com · clickdose.com
Posts by Eric
How-tos · · Eric Sciberras
How to follow smart money with 13F filings
13F filings show what Buffett, Druckenmiller and 20 other managers own each quarter. How to read one, what it hides, and how to use it without copying blind.
How-tos · · Eric Sciberras
How to track congress stock trades, step by step
Congress must disclose every stock trade over $1,000 within 45 days. Where the filings live, how to read one line by line, and what the ranges and dates hide.
Timely analysis · · Eric Sciberras
Neocloud stocks to watch: CRWV, NBIS, IREN, APLD
The four most-searched neocloud stocks read through the buildout tracker and the June 13F filings: who each one depends on, and what would change the picture.
Explainers · · Eric Sciberras
What are AI infrastructure stocks? The 12 layers, explained
AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.
Explainers · · Eric Sciberras
What is a neocloud? GPU clouds, explained
A neocloud is a cloud company that rents GPUs for AI and little else. How they make money, which ones are public, and who actually owns the chips.