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The subset of mega-caps whose AI capex narrative dominates price action.
MSFT | ORCL | AMZN | META | GOOGL | |
|---|---|---|---|---|---|
| MSFT | · | 0.39 | 0.34 | 0.28 | 0.13 |
| ORCL | 0.39 | · | 0.12 | 0.17 | 0.15 |
| AMZN | 0.34 | 0.12 | · | 0.45 | 0.45 |
| META | 0.28 | 0.17 | 0.45 | · | 0.28 |
| GOOGL | 0.13 | 0.15 | 0.45 | 0.28 | · |
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.