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Quant'AbondanceL'abondance, quantifiée.

Le supercycle de l'IA, sectorisé pour le trading.

~600 actions sur 86 secteurs - la carte du trader : compute, photonique, énergie, espace, et tout ce qui gravite autour. Les signaux du jour, les niveaux de Fibonacci clés, le découpage sectoriel qui pilote la routine matinale.

Ask the AI - free Ouvrir la carte des bulles Ou l'outil de corrélation

AI-supercycle stock research, sectorized

QuantAbundancia is an independent quant-research platform that maps the AI supercycle by capital flow. We organize ~600 US stocks across 86 sectors into 12 empirically validated bubbles and 17 themes, refreshed nightly and cross-checked with 252-day pairwise correlations. On top of the universe you get daily trading signals, key Fibonacci levels, hedge-fund 13F holdings, ETF flows, and a fleet of trading bots whose live trades are published in the open. Everything here is educational research - not investment advice. Free at the point of use; Pro adds the private layer.

Today's signals

195 alerts in the last 24h - most recent below

all alerts →

Daily moveBNAI
BNAI +5.7% on the day at $18.08 (vol $5.1M)
2026-07-01
Volume spikeCEG
CEG volume 2.1× 20d avg (8560026 vs 4094845)
2026-07-01
Daily moveWEN
WEN +7.8% on the day at $8.94 (vol $261.8M)
2026-07-01
Daily moveVSAT
VSAT -7.6% on the day at $83.02 (vol $587.0M)
2026-07-01
Daily moveUSAR
USAR -7.4% on the day at $19.98 (vol $261.6M)
2026-07-01

Coming events

Macro releases, earnings, and Fed-speaker waves on the next 14 days

6 events · 4 days

WedJul 1

Intraday

PENGPenguin Solutions

TueJul 7

Intraday

WedJul 8

Intraday

TMQTrilogy Metals

TueJul 14

Intraday

Today's movers

Biggest 1-day price moves across the universe · 2026-07-01

full digest →

01CANFCan-Fite BioPharma Ltd.$4.63
+55.89%
02DVLTDatavault AI Inc.$0.40
+15.40%
03UPXIUpexi, Inc.$0.90
+14.17%
04RDDTReddit, Inc.$197.76
+13.93%
05DLODLocal Limited$14.67
+12.89%
06OSCROscar Health, Inc.$31.90
+11.85%
07JZXNJiuzi Holdings, Inc.$1.15
+10.58%
08ASSTStrive, Inc.$12.02
+10.17%

Watchlists

Sélections triées sur le volet, transverses aux secteurs.

Claude-managed fund

Live AI-managed equity portfolio - current allocations of the publicly-documented Claude-run $50K book. Rebalanced by the model on its own cadence; weights here are the snapshot taken on 2026-05-01 after the ARDX position was opened. Useful as a reference for what a top-end LLM picks when given a real book and a wide universe.

claude-experiment-2026-05-01

10 Multibaggers

Cross-thematic high-conviction list - companies the user expects to multibag over the next 5 years.

user-2026-04-25

Top performers - 2026 YTD

The 15 biggest YTD gainers across the AI-buildout universe as of 2026-05-02. Heavy concentration in optical transceivers (AAOI, LITE, VIAV), compound semis (AXTI, NVTS), memory (SNDK, WDC, MU), semi test (AEHR), and datacenter power (BE, VRT) - the picks-and-shovels of the capacity bottleneck.

user-X-2026-05-02

White House Basket

Trump-policy-aligned conviction picks - companies positioned to benefit from government ownership stakes, revenue-sharing arrangements, Golden Dome defense, and other policy-favored themes.

user-2026-04-25-whitehouse

Tema Space ETF

Holdings of the new Tema Space ETF (US-listed names only). Excludes SpaceX (private), OHB (Frankfurt-listed), FPLSF (likely OTC EU).

user-2026-04-25-tema

Photonics & Power Watch

User-supplied 2026-04-25 follow-up - display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.

user-2026-04-25-followup

AI Infrastructure Stack

The full-stack AI buildout mapped as 6 layers - silicon → systems → memory → optics → cloud → power. Bottleneck rank annotated where applicable: Memory is the #1 constraint today (HBM sold out through 2026), Networking/Optics is #2 (bandwidth demand exploding with inference), Power/Grid is #3 (multi-year structural). Capital rotates layer-by-layer as each bottleneck binds.

BD-investing-infographic-2026-05-02

Korea - KOSPI Conviction Book

KOSPI exposure for US-based investors. Most names accessible via OTC ADRs; KRX-direct names (.KS suffix) need IBKR or a similar broker with Korea cash-equity access. Korea Discount is structurally narrowing - Value-Up Index +130% since Sep-2024, KOSPI +75% YoY, Macquarie projects +48% earnings growth for 2026, bank payout ratios mandated 36% → 50%+ by year-end. Holdco names (HYMTF, SSGQF, 402340.KS) trade at 40-50%+ NAV discounts - the "bargain bin" the user flagged. Memory leg overlaps with the AI memory bubble.

own-research-2026-05-02

Popular Stocks by PEG · 2026-05-03

PEG-ratio snapshot of 21 popular AI / mega-cap names, ranked high → low. PEG > 2 is the editorial "danger zone" (rich vs. expected growth); PEG < 1 flags potentially mispriced growth. Notable: NVDA, AMD, AVGO, MU all sit at PEG < 1 despite being the most-watched names in the AI buildout - growth still outpaces the multiple. PEG moves daily; this is a one-day snapshot, not a live tracker.

tweet-stocksavvyshay-2026-05-03

Photonics Stack - 8-layer breakdown

The entire photonics value chain mapped end-to-end, from MOCVD reactors to AI-cluster optical switches. Front-end fabrication (layers 1-4) covers equipment, photonic ICs, discrete components, and substrates. Back-end fabrication (layers 5-8) covers transceivers, packaging, test, and systems. Each layer flags one "top pick" (★) per The Analyst's framework. Companion to the $LYTE ETF coverage - same universe, different lens: the ETF wraps the thesis, this watchlist breaks it down by capability layer.

x-the-analyst-2026-05-21

Below SPX Forward PE · 2026-05-03

10 popular AI / mega-cap names trading below the S&P 500's 2026 forward earnings multiple (~22-23x). Ranked cheapest first: MU at 6x, SNDK at 8x, then ADBE, TTD, PATH, CRM, QCOM, META, OKTA, NOW. Convergent with prior screens - MU and SNDK keep showing up across YTD performers, the DRAM ETF, and the PEG snapshot. Multiples move daily; this is a one-day snapshot, not a live tracker.

tweet-stocksavvyshay-2026-05-03

Global Space Industry Enablers 2026

39 publicly-traded space enablers across 4 layers - Orbital Launch, Manufacturing & Supply, Satellite Operators, Space Infrastructure. Editorial thesis: 2026 is the "summer of space" with SpaceX IPO as forcing function (~92% implied prob, rumored $2T valuation), Golden Dome missile-defense buildout, and rising launch + satellite + defense demand. SpaceX itself is private and excluded; ULA exposure is via its parents BA and LMT (placed in M&S). Heavy in defense primes (RTX, LMT, NOC, BA, LHX, GE, HON) and pure-play sat ops (RKLB, ASTS, PL, IRDM, BKSY).

tweet-stocksavvyshay-2026-05-02

The Leading Stocks · 2026-05-03

49 momentum-ranked stocks across three editorial tiers - Market Leaders (go-to names), Next-Gen Leaders (young high-growth), and Speculative Leaders (story stocks with momentum). Sourced from fullstackinvestor.co's leaderboard, snapshot taken 2026-05-03. YTD performance ranges from +47% (Aeluma) to +458% (AXT). Heavy Memory + Power + Optical/Photonics representation in the top tier - convergent with our DRAM bubble + Datacenter Power theme.

fullstackinvestor.co via tweet @Speculator_io 2026-05-03

Semiconductors by Forward PE · 2026-05-03

30 semiconductor stocks with > $50B market cap ranked cheapest first on next-fiscal-year forward P/E. Memory + Asian names dominate the cheap end (SK Hynix 4.3x, Samsung 5.1x, MU 5.4x - all PEG <0.3); Arm sits at the top at 98.5x / PEG 4.67. NVDA, AVGO, AMD all sit at PEG <0.5 - convergent with the 038 PEG snapshot. Includes 9 foreign tickers (OTC ADRs + 2 China-domestic) so PEG and growth comparison spans the full global semi universe; foreign tickers do not get auto-populated earnings dates. PEG = fwd P/E ÷ next-year EPS growth; N.M. when growth is flat/negative.

tweet-intheassembly-2026-05-03

Top 5 for the Next Decade · 2026-05-03

Five-stock conviction list framed as long-duration buys riding the AI revolution - semiconductors (NVDA AI GPUs, AVGO custom chips, TSM foundry), cloud AI (MSFT Azure), and next-gen healthcare (LLY GLP-1). Editorial framing from the source; not financial advice.

tweet @FIREDUpWealth 2026-05-03

Semis 1-Month Performance · 2026-05-02

18 semiconductor names ranked by 1-month return as of 2026-05-02. Editorial signal: a sector beta catch-up month - laggards led (INTC +107%, CRDO +92%, ALAB +91%, AMD +72%) while YTD winners cooled (NVDA last at +13%). Memory mid-pack (MU +47%) despite cheapest on PEG. Design tools rallied (SNPS +23%, CDNS +22%, ARM +36%). 1-month windows roll daily; the date is in the slug.

tweet-jonerlichman-2026-05-02

Roundhill ETFs by Sector

Roundhill's full ETF lineup grouped by sector: single-ticker baskets spanning memory, AI, big tech, robotics, gaming, luxury, and factor strategies. Click any ticker for the live ETF page.

roundhill-lineup-2026-06-05

Apple iPhone 15 Chip Suppliers

The 11 publicly traded chip suppliers inside an iPhone 15 Pro, mapped to the three boards they sit on (Logic / Memory / Radio Frequency). Sourced from Quartr's teardown infographic of the device. Apple-revenue concentration matters here: CRUS is ~80% Apple-dependent, SWKS ~55%, QRVO ~30%, while diversified names like QCOM/AVGO/TXN have Apple as one of many customers. Useful for read-throughs from iPhone unit-volume data into single-name supplier earnings.

tweet-investmentbook1-2026-05-03

Trump-Praised Stocks

Companies Donald Trump has personally praised or championed on the public record - investment-commitment shout-outs, White House events, named CEO endorsements. Rhetorical-signal basket, not a 13F.

editorial

Jensen-Praised Stocks

Companies NVIDIA CEO Jensen Huang has publicly praised or named as flagship partners - GTC keynote shout-outs, earnings-call name-drops, joint AI-factory announcements. The "Jensen on stage with them" book.

editorial

Robotics Supply Chain (Rand Group)

Public-equity map of the humanoid + industrial robotics stack. Two layers - Brain (compute/software/semis) and Body (actuators/sensors/connectors/automation) - sourced from @randgroup. 50 picks across 13 categories. Underlying thesis: $725B AI capex in 2026, Tesla Optimus mass-production ramp, Hyundai humanoids already in service.

@randgroup tweet 2026-05-12

AI Drug Discovery

Pure-play AI-driven drug-discovery platforms - generative biology, computational chemistry, antibody design, and protein-structure prediction applied to therapeutic pipelines. Companies where AI is the differentiator, not a buzzword bolted onto a traditional biotech. Seed members are 2026's 4 cleanest public listings on this thesis; the basket will grow as new IPOs land and Insitro-class private names go public.

editorial 2026-05-18

Pro · the inner circle

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Private Telegram with operator commentary on every live trade, the Bot Trades feed, early access to new bots and articles, a direct line, and higher limits on the AI research assistant. $49/mo or $490/yr.

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