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The market’s story, live

22 stories across 4,949 US ETFs, measured every week.

Live: The AI compute core, week to Oct 23
0255075100LevelRank1Hard asset flightInvestor boards 40Reference pages 52News 72Video 59Search 8060.62Crypto convictionInvestor boards 54Reference pages 65News 56Video 73Search 5360.43Onchain infrastructureInvestor boards 53Reference pages 58News 66Video 66Search 5359.04Physical AI layerReference pages 49News 67Video 70Search 4958.85The productivity handoffInvestor boards 36Reference pages 80News 60Video 57Search 6158.76The AI compute coreInvestor boards 56Reference pages 54News 62Video 60Search 5457.16The rate regimeInvestor boards 37Reference pages 54News 57Video 62Search 7657.18The defense tradeInvestor boards 38Reference pages 54News 65Video 62Search 6256.2
Investor boardsReference pagesNewsVideoSearchLevel
The read

News carries the AI compute core at 62, 5 points above its level of 57.1; search trails at 54. The level ranks tied 6th of 22.

Idea

The story is in the press. Pitch it there.

Ranked by level. Five channels scored 0 to 100; the white mark is the level.
0%25%50%75%100%30405060Attention levelThe income overlay: level 48.7, top five hold 36% of 665 ETFsDollar displacement: level 49.4, top five hold 36% of 653 ETFsThe fear layer: level 48.9, top five hold 13% of 583 ETFsThe credit signal: level 36.8, top five hold 26% of 451 ETFsThe rate regime: level 57.1, top five hold 28% of 414 ETFsThe AI compute core: level 57.1, top five hold 69% of 395 ETFsCrypto conviction: level 60.4, top five hold 80% of 174 ETFsThe productivity handoff: level 58.7, top five hold 76% of 173 ETFsThe values trade: level 42.6, top five hold 36% of 161 ETFsHard asset flight: level 60.6, top five hold 75% of 108 ETFsGeopolitical supply: level 55.8, top five hold 64% of 108 ETFsPure narrative flow: level 54.6, top five hold 98% of 99 ETFsThe biology trade: level 46.7, top five hold 73% of 89 ETFsThe reshoring trade: level 43.2, top five hold 59% of 87 ETFsThe power constraint: level 53.4, top five hold 77% of 81 ETFsThe defense trade: level 56.2, top five hold 82% of 66 ETFsThe refinancing cycle: level 48.1, top five hold 71% of 64 ETFsPhysical AI layer: level 58.8, top five hold 88% of 52 ETFsOnchain infrastructure: level 59.0, top five hold 64% of 47 ETFsThe orbital economy: level 55.7, top five hold 95% of 46 ETFsThe trade-war tax: level 53.4, top five hold 98% of 34 ETFsThe quantum frontier: level 51.0, top five hold 100% of 25 ETFsThe AI compute core
Up: more of the capital in the top five ETFsSize: number of ETFs
The read

The AI compute core ranks tied 6th for attention, and its top five ETFs hold 69% of the capital across 395 ETFs. VGT leads at 24%; SMH is 3rd at 12%.

Idea

The AI compute core is held by a few ETFs. A newcomer needs a sharper angle, not a copy.

All stories. Color is the level band.
$1bn$10bn$100bn00.20.40.60.81Moves with the story (correlation, weekly, 3 years)VGT: $148bn, correlation 0.97XLK: $127bn, correlation 0.98SMH: $75bn, correlation 0.94SOXX: $48bn, correlation 0.93IYW: $27bn, correlation 0.98XLC: $23bn, correlation 0.62FTEC: $22bn, correlation 0.98BAI: $14bn, correlation 0.93IGM: $11bn, correlation 0.98AIQ: $10bn, correlation 0.95IXN: $9.7bn, correlation 0.99RSPT: $6.0bn, correlation 0.95VOX: $5.7bn, correlation 0.69MAGS: $5.5bn, correlation 0.82JTEK: $4.7bn, correlation 0.94ARTY: $4.2bn, correlation 0.92QTEC: $4.1bn, correlation 0.96XT: $4.0bn, correlation 0.88SOXQ: $3.2bn, correlation 0.96XSD: $3.1bn, correlation 0.90PSI: $2.9bn, correlation 0.89FXL: $2.8bn, correlation 0.91KOMP: $2.6bn, correlation 0.81CQQQ: $2.5bn, correlation 0.44XNTK: $2.1bn, correlation 0.97DTCR: $2.0bn, correlation 0.68CHAT: $1.9bn, correlation 0.94FCOM: $1.8bn, correlation 0.69FTXL: $1.4bn, correlation 0.93ALAI: $1.3bn, correlation 0.93TRFK: $1.2bn, correlation 0.95AGIX: $1.1bn, correlation 0.95AIS: $1.1bn, correlation 0.91IYZ: $1.1bn, correlation 0.55IVES: $1.0bn, correlation 0.87IETC: $0.7bn, correlation 0.93WTAI: $0.7bn, correlation 0.95PTF: $0.6bn, correlation 0.85PSCT: $0.5bn, correlation 0.81IDGT: $0.5bn, correlation 0.68SMHVGT
Each dot is one of the AI compute core’s 40 largest ETFsUp: more assets
The read

SMH is the AI compute core’s 3rd-largest ETF at $75bn, and moves with the story at 0.94; VGT, the largest at $148bn, is at 0.97.

Idea

Put SMH’s 0.94 on the fact sheet. “Trades like its story” becomes a fact a buyer can check.

Assets and correlation as shown on each ETF’s page.
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