AI Compute Buildout Dashboard
Now with Workers API routes for market snapshots, voice scorecards, and thesis/risk journaling.
Live mode via /api/* Educational only · Not financial advice
1) Opportunity Map
Power & Grid
- Utilities with load growth
- Transformers/switchgear
- Gas turbines & backup generation
Datacenter Infra
- Cooling systems
- Electrical distribution
- Racks & integration
Semicap & Foundry
- Equipment suppliers
- Wafer capacity adds
- Advanced process transitions
Memory & Packaging
- HBM supply
- CoWoS/advanced packaging
- Yield and lead-time constraints
Networking
- High-speed optics
- Switches/NICs
- Interconnect bottlenecks
Hyperscaler Monetization
- AI revenue conversion
- Inference economics
- Capex efficiency
2) Watchlist Companies (Starter)
| Company | Ticker | Theme | Why it matters | What to track |
|---|
| NVIDIA | NVDA | Compute | GPU platform leader | Datacenter revenue growth, gross margin, supply comments |
| AMD | AMD | Compute | Alternative accelerator stack | MI roadmap, hyperscaler wins |
| Broadcom | AVGO | Networking | AI networking + custom silicon | AI semiconductor mix, order visibility |
| Arista | ANET | Networking | Datacenter networking demand | Cloud capex commentary, lead times |
| TSMC | TSM | Foundry | Leading-edge manufacturing backbone | N3/N2 demand, utilization |
| ASML | ASML | Semicap | Critical lithography supplier | EUV bookings, service growth |
| Applied Materials | AMAT | Semicap | Process equipment breadth | Packaging exposure, ICAPS trends |
| Lam Research | LRCX | Semicap | Etch/deposition in advanced nodes | Memory + foundry split |
| Micron | MU | Memory | HBM and memory cycle leverage | HBM ASP, bit growth, margins |
| SK hynix | 000660.KS | Memory | HBM front-runner | HBM output and customer mix |
| Vertiv | VRT | Datacenter Infra | Power/cooling enabler | Backlog quality, margin expansion |
| Eaton | ETN | Power | Electrical infra for DC buildout | Order growth, utility exposure |
| Schneider Electric | SU.PA | Power | Grid + datacenter electrical stack | Data center segment momentum |
| Siemens Energy | ENR.DE | Power | Grid and generation exposure | Grid project pipeline |
| Digital Realty | DLR | DC REIT | Datacenter real estate | Leasing velocity, power availability |
4) X Tracker (No API via RSS mirrors)
5) Thesis / Risk Journal
6) Research Stack
- Koyfin / TIKR / Finchat for fundamentals and comps
- BamSEC / SEC EDGAR for filings and transcripts
- Quartr for earnings call audio + snippets
- X Lists + keyword monitors for social signal triage
- Custom tracker for capex guides, lead times, estimate revisions
7) Weekly KPI Checklist
- Hyperscaler AI capex guidance changes
- Accelerator lead times and allocation commentary
- HBM pricing and long-term supply commitments
- Advanced packaging capacity updates
- Grid interconnection delays / power availability
- Datacenter cooling + electrical backlog trends
- AI revenue vs AI capex conversion
8) Due-Diligence Filter for Social “Experts”
- Require timestamped, public calls (entry + exit)
- Check drawdown history, not only wins
- Prefer transparent position sizing and risk rules
- Look for repeatable framework, not narrative drift
- Verify multi-year record across market regimes