PortWise — AI 投资顾问，将市场数据、公司公告、新闻资讯和交易信号转化为关于股票、ETF 和投资组合的通俗易懂的回答

@MarkZofMarkZ · X

Marketers who email - - still testing it, but I could use some help to validate.

laurentiurad · HN

I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements. The website looks at the quarterly forms from the 5 biggest hyperscalers and adds their CapEx into the mix, calculating a composite index in the end showing how likely it is for the AI race to slow down. Enjoy!