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What this site is, how to read it, and what it will never do.

Mined consensus for the AI economy: assertive and dated.

The four other questions this site answers

What each page gives you

• Chain map · The home: every link colored by measured tightness, and below them the full chain, every segment and company in one tree, challengers with their clocks.
  Example: the Chips link reads high tension with its date. Open it and you see who makes the memory, who makes the machines that make it, and which Chinese challenger carries a 2-year clock.
• Radar · Every listed name in one sortable table: what today's price assumes, what the company delivered (2-year window), margins, crowding, shocks. Dated facts, refusals named.
  Example: sort by Growth the price demands and the names carrying the heaviest expectations rise to the top; the next column shows what each one actually delivered, so you see the gap yourself. Or filter Competition to monopoly-like and the table narrows to the names with no real rival.
• Compare · Any names side by side at base 100, plus the measured co-movement of their links. Two clicks to test a hunch.
  Example: pick SK Hynix and Micron, both start at 100, and six months of the two memory makers draw themselves on one axis. If the curves move together, owning both is closer to one bet than two.
• What the market thinks · Attributed third-party opinion, dated: analyst consensus counts per link, what Berkshire Hathaway's filings show it did, and the press's key points per stock.
  Example: on the Chips market page you see how many analysts lean positive on TSMC, what Berkshire's latest filing added or trimmed, and the week's key press arguments per stock, each with its source.
• The chain's moats · Every player's curated moat line beside its measurable shadow (gross margin, capex intensity). No computed verdict; the line stays curated and dated.
  Example: the two design-software firms show gross margins above 80% next to their curated duopoly line; a rare-earth quota holder shows the same layout at 12%. Same page, two very different moats, and you draw the conclusion.
• My exposure · One screenshot of your positions mapped onto the chain, in memory only, never stored: which names sit on the same constrained link and co-move.
  Example: a screenshot with SK Hynix, TSMC and ASML comes back mapped to one link, Chips: three lines in your account, one exposure in reality.
• Ask the agent · Questions answered from the record with citations, or an honest refusal when nothing citable exists. Nothing you type is stored.
  Example: ask Where does the HBM memory constraint stand? and every sentence of the answer cites a stored source. Ask something outside the record and the agent says so instead of improvising.
• Public log · The record of everything published, hash-chained: shocks, predictions and their scores, corrections. Nothing erased, only appended.
  Example: a shock alert from last week sits there with its source and date. If a prediction attached to it misses, the miss is scored in public and stays on the page forever.
• Basic investment literacy · Why each Radar column and each Compare element earns its place, and the practical access facts: which exchanges carry these names, and what reaches them.
  Example: it opens on the question people actually ask, what can I use to invest, names the regulated platforms that reach these markets, and shows how to recognize a messaging-app scammer.

How to read a cell, the four states

Specimen: the labels and dates below are illustrative. No figure in the data blocks of this page is invented.