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trending · last 30 days · top 50

companiesthemes
7d14d30d
scorementions
#
theme
score
insights
tail/head
pods
net
spark
01
AI Infrastructure
8.0
91
77/5
18
79%
02
AI Economics & Business Models
7.8
66
42/4
18
58%
03
AI Agents
8.2
57
50/0
15
88%
04
AI Safety & Alignment
7.4
56
9/5
11
7%
05
Robotics & Physical AI
7.6
49
44/1
11
88%
06
Data Center Infrastructure
8.0
42
29/4
8
60%
07
AI Geopolitics & Export Controls
7.4
41
11/9
10
5%
08
Frontier AI Models
8.0
35
24/3
7
60%
09
AI Hardware & Chip Architecture
7.8
35
27/0
11
77%
10
Open Source AI
7.9
31
25/3
10
71%
11
Semiconductors
7.4
32
22/2
9
63%
12
Memory & Storage
7.6
30
24/3
8
70%
13
AI Regulation & Policy
7.9
27
3/14
6
-41%
14
Enterprise AI Adoption
7.4
28
25/0
12
89%
15
Venture Capital
7.2
23
11/4
8
30%
16
AI Bubble / Capex Debate
7.7
21
7/3
8
19%
17
Grid & Power Infrastructure
7.6
21
17/2
6
71%
18
AI Drug Discovery
8.3
18
17/0
5
94%
19
AI Applications
7.9
17
16/0
9
94%
20
Cybersecurity
7.7
14
9/0
6
64%
21
Public Markets & Valuation
7.5
13
3/4
6
-8%
22
Defense Tech
7.8
12
9/0
6
75%
23
Space Economy
7.4
12
11/0
4
92%
24
Sovereign AI
7.0
12
6/0
4
50%
25
Advanced Manufacturing
6.8
12
8/0
8
67%
26
Consumer AI
7.3
11
11/0
5
100%
27
Geopolitics & Trade
7.7
10
4/4
4
0%
28
Neoclouds & Cloud Computing
7.4
10
7/2
8
50%
29
Macro & Rates
7.8
9
0/4
3
-44%
30
AI in Healthcare
7.3
9
9/0
4
100%
31
Tech Regulation & Antitrust
6.7
9
4/4
4
0%
32
AI Coding Agents
7.5
8
8/0
5
100%
33
SaaS Business Models
7.4
7
4/1
5
43%
34
AI Talent & Labor Market
7.3
7
0/5
5
-71%
35
Autonomous Vehicles
7.0
7
7/0
5
100%
36
Longevity & Aging
8.0
6
6/0
1
100%
37
Nuclear Energy
7.7
6
4/2
5
33%
38
Energy & Power Generation
7.3
6
5/0
3
83%
39
Payments & Banking Infrastructure
7.2
6
5/1
5
67%
40
Networking & Optical Infrastructure
7.6
5
5/0
4
100%
41
Government Technology
7.4
5
3/2
4
20%
42
Air & Space Mobility
7.8
4
3/0
4
75%
43
Smart Glasses & Wearables
7.3
4
4/0
1
100%
44
IPO Market
6.8
4
2/0
2
50%
45
Brain-Computer Interfaces
6.5
4
4/0
1
100%
46
Enterprise Software
8.0
3
3/0
3
100%
47
Critical Minerals & Supply Chain
7.3
3
1/0
3
33%
48
Developer Tools
7.0
3
3/0
2
100%
49
Electric Vehicles
7.5
2
2/0
2
100%
50
Gaming Industry
7.5
2
2/0
2
100%