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The subset of mega-caps whose AI capex narrative dominates price action.
AMZN | GOOGL | META | MSFT | ORCL | |
|---|---|---|---|---|---|
| AMZN | · | 0.48 | 0.46 | 0.35 | 0.13 |
| GOOGL | 0.48 | · | 0.33 | 0.16 | 0.18 |
| META | 0.46 | 0.33 | · | 0.25 | 0.17 |
| MSFT | 0.35 | 0.16 | 0.25 | · | 0.35 |
| ORCL | 0.13 | 0.18 | 0.17 | 0.35 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.
Daily net ETF creations minus redemptions across primary ETFs in the bubble. Green = capital in, red = capital out. Computed nightly from issuer NAV + shares-outstanding data.