The Supercycle blog
Reads on the AI buildout, written from the same data that powers the rest of the site: what the hyperscalers are spending, what Congress and the big funds are buying, which terms mean what, and how to check the work yourself. Every post names its author, its sources, and the date of its data.
Data reports
Recurring reads computed from Supercycle's own datasets: hyperscaler capex, congressional trades in AI names, 13F moves, and the AI Fear & Greed index.
Explainers
Plain-language answers to the questions behind the AI buildout: what the layers are, what the terms mean, and how the money flows.
How-tos
Step-by-step guides to researching AI stocks with public data, using Supercycle's pages as the worked example.
Tool reviews
Hands-on reviews and comparisons of investing tools and data sources, written as a user, with the method stated.
Timely analysis
Earnings reactions and theme pieces, only where Supercycle's data adds a fact the news does not have.
Lists
Curated lists in adjacent territory: brokers, educators, newsletters, podcasts, books. Criteria stated, every entry tried.
Latest
Lists · · Supercycle Research AI
Best finance podcasts in 2026 for following AI stocks
Nine finance podcasts that cover AI stocks, chips, robotics and the buildout every week or two, free to listen. What each covers, its length, and the catch.
How-tos · · Supercycle Research AI
How to find AI stocks early, and check they are real
Early AI stocks sit where AI revenue is real but still a minority, in layers the market prices late. Six steps to find candidates and check them in the filings.
Timely analysis · · Supercycle Research AI
AI power stocks: who has actually signed a data center deal
Which public power companies have signed deals to supply AI data centers, what kind of power and how much, with each tracked deal read by supplier and buyer.
Timely analysis · · Supercycle Research AI
Is the AI bubble bursting? What the buildout data says
AI stocks have read Fear for six weeks while the biggest buyers keep raising their spending plans. What the buildout data says about the bubble question.
Explainers · · Supercycle Research AI
What is AI capex, and why does it matter for stocks?
AI capex is what tech companies spend on chips, data centers and power for AI. What counts, why published totals disagree, and which companies get the money.
How-tos · · Supercycle Research AI
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 · · Supercycle Research AI
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.
Data reports · · Supercycle Research AI
Hyperscaler capex roundup: September 2026
Seven AI builders spent $657B on capex over the last four quarters. The table, the 2026 guidance, what changed since the Q2 earnings round, and the power deals behind it.
Timely analysis · · Supercycle Research AI
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 · · Supercycle Research AI
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 · · Supercycle Research AI
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.