LIVE DATA
Intelligence Trade
Tracking the means of intelligence production
Control over AI production infrastructure determines 21st-century power dynamics
$render stack --market-cap
bubble = subcategory|bar width = total market cap
click layer to inspect | hover bars for details
Processors
cd ./details →GPUs, TPUs, AI accelerators — the engines of intelligence
# KEY_INSIGHT
NVIDIA holds 94% of the AI accelerator market. CUDA ecosystem is a 20-year moat.
top_holdings [4]
NVDA+0.00%
NVIDIA
$0.00
AMD+0.00%
AMD
$0.00
AVGO+0.00%
Broadcom
$0.00
QCOM+0.00%
Qualcomm
$0.00
$watch --congress-trades --ai-stack
🏛️ Congress Is Buying
Recent trades by U.S. Congress members in AI supply chain stocks
Trades (30d)
0
Buy Ratio
0%
Politicians
0
Tickers
0
Source: Clerk of the U.S. House — official STOCK Act filings
Full Stack Performance
equal-weight index of 80 tickers vs SPY
SPYFull Stack Portfolio
$analyze --signals --moving-averages
📊 Technical Signals
Moving averages, RSI, MACD, and price targets for AI stack stocks
Buy Signals
0
Neutral
0
Sell Signals
0
$ ls ./layers --performance
Processors [10]
view all →N
NVDAUS
NVIDIA
94% GPU market share, CUDA ecosystem
$0.00
+0.00%
A
AMDUS
AMD
MI series GPUs, ROCm ecosystem
$0.00
+0.00%
B
AVGOUS
Broadcom
Custom AI silicon for hyperscalers
$0.00
+0.00%
Q
QCOMUS
Qualcomm
Edge AI and mobile inference
$0.00
+0.00%
AH
ARMUK
ARM Holdings
Chip architecture licensing
$0.00
+0.00%
I
INTCUS
Intel
Gaudi AI accelerators, x86 processors
$0.00
+0.00%
MT
MRVLUS
Marvell Technology
Custom AI accelerators
$0.00
+0.00%
SM
SMCIUS
Super Micro Computer
AI server systems and GPU platforms
$0.00
+0.00%
X(
XLNXUS
Xilinx (AMD)
FPGAs for AI inference at the edge
$0.00
+0.00%
G(
GOOGUS
Google (TPU)
TPU custom silicon for AI training
$0.00
+0.00%