Names I track, with levels and dates.

NWAI computeChips, GPUs, neoclouds
NEFrontier labsModels, launches, who leads
WRoboticsFrontier hardware leaving the lab
EThe buildoutData centers, power, supply chain
SWMacroRates and the liquidity behind it
SECrypto x AI$BTC vs $QQQ, miners, AI tokens
Coming soon
Lists go live with the first research piece
Each name: the level, the date added, what takes it off.
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