All chart pages
One page per group of related charts. Every chart keeps a fixed id, so links never break when the data updates.
At a Glance and Warning Lights
O1 · The Worldview: Start Here
- AI Worldview: Start Here · Coming soon
- Supply and Demand: Four Lines, One Frame4
O2 · Warning Lights Dashboard
- Warning Lights by Section · Coming soon
Demand
D1 · AI Revenue: ARR and Products
D2 · Enterprise Adoption
D3 · Pricing Tiers
Supply and Spending
S1 · Compute Supply (Epoch)
S2 · CapEx Structure and the Earnings Hit
S3 · Supply-Demand Check
- 2027 Supply-Demand Check and S Warning Lights · Coming soon
S4 · Semi Supply Chain Earnings Calls
- Supply-Side AI Revenue vs CSP CapEx · Coming soon
- NVDA Breakdown: Customer Mix and Networking · Coming soon
- Custom ASICs: AVGO, MRVL · Coming soon
- Foundry: TSMC · Coming soon
- AMD · Coming soon
- Supply-Demand Check: Supplier Revenue vs CSP CapEx · Coming soon
- Guidance Check · Coming soon
- AI Compute Chips: GPU vs ASIC vs CPU · Coming soon
- AI Networking · Coming soon
- AI as a Share of Revenue, Company by Company · Coming soon
- Memory Makers · Coming soon
- Long-Term Outlook Check · Coming soon
- Three-Way Check: Chips, Money, Data Centers · Coming soon
S5 · Taiwan and Korea Supply Chain Check
- Taiwan Supply Chain Basket · Coming soon
- Monthly Revenue by Segment · Coming soon
- US Server Imports · Coming soon
- Korea Semiconductor Exports · Coming soon
- Quarterly Estimates Check and US Quarterly Cadence · Coming soon
- PMI Sell Signals · Coming soon
S6 · Power and Physical Bottlenecks
- The Physical Chain, End to End · Coming soon
- Construction and Supply · Coming soon
- Power Pipeline and Demand · Coming soon
- Scarcity Price Signals · Coming soon
- Equipment Bottlenecks · Coming soon
- Nuclear Deal Ledger and P Warning Lights · Coming soon
- GW Three-Tier Check · Coming soon
S7 · Macro Cross-Check
Financing
F1 · Financing Chain and Credit Tiers
- The Money Map · Coming soon
- Spread Tiers and CDS · Coming soon
- Bond Issuance, Deal by Deal · Coming soon
- How Collateral Evolved, and How the Money Loops · Coming soon
- Off-Balance-Sheet Commitments and RPO Concentration · Coming soon
- Five Charts on Balance-Sheet Health: Does It Hold? · Coming soon
- NVDA Exposure and F Warning Lights · Coming soon
- CSP Cash Flow and Headroom4
- CSP Debt, Issuance and Buybacks5
- Who's Buying the Bonds, and at What Cost4
F2 · Rate Anchor and Market Appetite
- What's Moving the 30-Year · Coming soon
- Supply: Treasuries Step Back, Corporates Step In · Coming soon
- Demand: Who's Taking It Down · Coming soon
- Treasuries as the Competing Price · Coming soon
- Two Stories, One Scoreboard, and R Warning Lights · Coming soon