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The subset of mega-caps whose AI capex narrative dominates price action.
MSFT | ORCL | AMZN | META | GOOGL | |
|---|---|---|---|---|---|
| MSFT | · | 0.36 | 0.34 | 0.36 | 0.11 |
| ORCL | 0.36 | · | 0.12 | 0.19 | 0.11 |
| AMZN | 0.34 | 0.12 | · | 0.48 | 0.37 |
| META | 0.36 | 0.19 | 0.48 | · | 0.21 |
| GOOGL | 0.11 | 0.11 | 0.37 | 0.21 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.