Theme Zones

Jensen's five-layer cake — Energy → Chips → Infrastructure → Models → Applications

The AI build-out, layer by layer — from the power that feeds it, to the chips that compute it, to the models and apps that capture the value. Each layer's key public companies, with the supply-chain chokepoints flagged. Curated structure; live delayed prices from public data. Not investment advice.

The humanoid supply chain, module by module — brain, senses, joints, hands, motors, battery

The humanoid build-out mapped onto the robot itself — the brain, the senses, the joints, the hands, the motors, the battery, the simulation stack, and the integrators shipping whole robots. Click a part of the robot to see which US-listed companies live there. Honest gaps flagged: dexterous hands and battery cells have no clean US-listed pure play (the leaders are private or listed in Asia). Curated structure; live delayed prices from public data. Not investment advice.

Launch · satellites · defense-space primes · eVTOL

The space economy across four sub-themes — launch & infrastructure, satellites & direct-to-device, defense-space primes, and eVTOL air mobility. The defense primes are the quality anchors; many new-space names are recent IPOs or pre-revenue (flagged). Curated structure; live delayed prices. Not investment advice.

Where the enterprise AI budget gets spent

The application layer that captures the value of the AI build-out — enterprise software companies winning a growing share of the AI budget. (A standalone, value-capture angle on the same names in the AI flagship's Applications layer.) Curated structure; live delayed prices. Not investment advice.

The profitable obesity-drug duopoly + the oral challenger

The obesity / GLP-1 drug wave — the most fundamentally-grounded 10x theme, anchored by two profitable mega-cap leaders with real, large revenue today, plus a high-risk clinical-stage challenger. Curated structure; live delayed prices. Not investment advice.

Robotic surgery + the device majors riding it

Medical-device leaders with a robotics + AI tailwind — razor-and-blade surgical platforms and diversified device majors. More fundamentally-grounded than the speculative themes: profitable, durable compounders. Curated structure; live delayed prices. Not investment advice.

CRISPR editors + AI drug discovery — clinical-stage, binary readouts

Gene editing + computational/AI drug discovery — mostly clinical-stage, pre-revenue names whose value turns on binary trial readouts, anchored by one profitable, de-risked franchise. Curated structure; live delayed prices. Not investment advice.

The pure-play lottery tickets + the de-risked big-tech option

Quantum computing — the highest-risk/highest-reward theme here. The pure-plays trade on extreme multiples with minimal revenue and headline-driven swings; the real, profitable exposure is an embedded option inside mega-caps. Curated structure; live delayed prices. Not investment advice.