We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
The subset of mega-caps whose AI capex narrative dominates price action.
AMZN | GOOGL | META | MSFT | ORCL | |
|---|---|---|---|---|---|
| AMZN | · | 0.52 | 0.43 | 0.38 | 0.15 |
| GOOGL | 0.52 | · | 0.34 | 0.15 | 0.19 |
| META | 0.43 | 0.34 | · | 0.14 | 0.14 |
| MSFT | 0.38 | 0.15 | 0.14 | · | 0.37 |
| ORCL | 0.15 | 0.19 | 0.14 | 0.37 | · |
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.