AI Investing Glossary
What is an AI Exposure Score?
The AI Exposure Score is Supercycle's 0-100 editorial measure of how much of a company's business actually depends on AI, from Peripheral exposure to Pure Play. It answers the question a ticker list cannot: two stocks in the same category can have wildly different sensitivity to AI spending.
Why it matters for AI investors
The score exists to make concentration explicit: a portfolio of 90-plus scores is a leveraged bet on the buildout continuing, while lower scores dilute the AI signal with other businesses. It is an informational measure of exposure, not a rating of quality or a recommendation.
Frequently asked questions
How is the AI Exposure Score different from a buy rating?
It measures exposure, not attractiveness. A high score means the business rises and falls with AI demand; it says nothing about valuation, management, or whether the stock is worth owning at today's price. Two investors can read the same score and reach opposite conclusions, which is the point of separating exposure from advice.
Related terms
See how this fits the whole picture in the Start Here guide, or browse the full glossary.