AI Infrastructure: the physical layer

Like Motley Fool + Seeking Alpha, but opinionated: a fast feed for what matters, plus a screener for what to do next. Use the left rail to jump between analysis, news, market data, and tools.

Universe: 24 stocks Updated: Theme: Power • Cooling • Optical • Connectivity
Top upside (BUY)
Median Fwd P/E
Median EV/EBITDA
# BUY / HOLD / WATCH
Live Feed
Headlines + quick takes (auto-refresh)
offline sample
Quick Screener
Top names by upside (BUY)
Open
TickerRatingUpsideP/E
What changed
Designed to remove redundancies
  • Unified navigation: one rail, one routing model.
  • One screener implementation (filters + cards).
  • One source of truth for stock data (researchStocks).
  • News feed supports true live mode via a JSON endpoint you host.
Analysis
Opinionated summaries + catalysts/risks
Curated
News
Live headlines (polling) + watchlist filter
Market Data
Sortable snapshot built from your universe
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Click a ticker to open the stock drawer (quick details + add to watchlist).
Ticker Company Sector Price Upside P/E EV/EBITDA Rating
Top Stocks
Ranked by upside (BUY) + growth
Screen
Top ETFs
Theme proxies (swap to live quotes later)
Static list
Stock Screener
Filter, sort, and build a watchlist
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