Analysis
Pieces built on this board's own numbers - price, market sentiment and the daily X mention counts we collect ourselves - alongside explainers on how the AI silicon supply chain fits together and how every figure here is calculated.
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How did AI stocks perform last week? 33 of the 34 on this board fell
In the week to 21 August 2026 every AI silicon name on this board fell except one, and a single Tuesday session did most of the damage. The figures.
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SpaceX is building data centres in space. Which of these 34 AI stocks is actually involved?
SpaceX's Starmind orbital data centre programme names exactly one of the 34 AI stocks on this board. Here is who else is genuinely in the chain, and who is not.
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Why did memory stocks bounce back, and can it continue?
Memory went from the weakest segment on this board to the strongest in five sessions. The three catalysts behind it, and where an analyst sees it going.
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Hyperscalers vs neoclouds: what is the difference?
Hyperscalers fund AI capacity from cash flow; neoclouds borrow against the GPUs. Six mechanical differences, and what this board's own numbers show about both.
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Nebius stock jumped 34%, CoreWeave 19% - can it last?
NBIS jumped 34% and CRWV 19% on Q2 results. Nebius drew 9,116 posts on X, a board record - and our sentiment score says both are almost out of room.
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Bitcoin miners are now AI landlords - and the stocks are 40% off their highs
Seven listed bitcoin miners have signed $140bn of AI contracts. TeraWulf earns 71% of revenue from leases. The four on our board sit 40% below their highs.
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Power is the AI bottleneck everyone agrees on - so why are Vertiv and Eaton so quiet?
Eaton's data centre revenue grew 65% and its electrical backlog doubled. Vertiv guided to 31% organic growth. Both are among the quietest names on our board.
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Photonics is the AI infrastructure trade now - and 2027 is when it gets decided
Optical is the highest-scoring segment on our 34-name board, holding five of the top nine. Where photonics goes in 2027, and the companies positioned for it.
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Neocloud stocks are heating up - but only three of six
Nebius, CoreWeave and IREN took three of the seven biggest moves on the board on 12 August. TeraWulf and Cipher rank 31st and 32nd of 34. The split, measured.
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Optical and networking stocks are outperforming quietly - and X has barely noticed
Optical and networking was the best-performing AI silicon segment over the last five sessions, with four of the board's six highest sentiment scores. It drew 6.4% of the week's posts on X.
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Are memory stocks cooling off?
Memory was the only one of six AI silicon segments that did not rise over the last 10 sessions. What the board actually shows for MU, SNDK, STX and WDC.
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Goldman Sachs' 7.2% Nebius stake - and the 10.5% amendment filed 62 minutes later
Goldman filed a 7.2% passive stake in Nebius on 7 August 2026, then amended to 10.5% an hour later. What both filings say, and what they do not mean.
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Why is RAM so expensive right now? The AI memory shortage, and who is collecting the money
DRAM and NAND contract prices rose roughly 85% and 95% across two quarters. What caused it, when it might end, and which listed companies are collecting it.
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Is Marvell (MRVL) stock a buy right now? The case, and the one thing that breaks it
Marvell raised its fiscal 2028 revenue target twice in three months, then fell with the July chip selloff. The bull case, the valuation, and the real risk.
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China's AI chips vs Nvidia: does Huawei threaten AI infrastructure stocks?
Huawei's Ascend line, Alibaba's T-Head and MetaX are scaling fast inside China. What they can actually do, the three constraints holding them back, and which AI stocks are genuinely exposed.
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Do X mentions predict stock moves? What our own counts show
We count every post carrying an AI chip ticker's cashtag, daily. Here is what the numbers actually correlate with - and the one thing they have no relationship with at all.
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What are neoclouds? NBIS, CRWV and IREN explained
Neoclouds rent AI compute rather than general cloud services. How Nebius, CoreWeave and IREN differ, why Nvidia has taken equity in all three, and what the circular financing debate is really about.
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Roundhill launches LYTE photonics ETF - and why optics now runs AI infrastructure
The Roundhill Photonics & Optics ETF (LYTE) began trading 6 August 2026. What the fund holds, and why optical interconnect became the real bottleneck in AI data centres.
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AI stock predictions for 2027: what Wall Street actually forecasts
What JPMorgan, Morgan Stanley, Citi and Goldman have published on AI and semiconductor stocks into 2027 - including where they flatly disagree with each other.
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How to read Trump's stock disclosures - what the filings show, and what they hide
The 2026 federal ethics filings record chip purchases under President Trump's name. The format reports bands not amounts, transactions not holdings, and lands months late - here is how to read it without overstating what it says.
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How the ChipSentiment score is calculated
The full formula behind every sentiment number on this site - six components, all objective, no black box and no hand-set values.