L10
Hyperscalers
Cloud infrastructure giants that are the largest buyers of AI accelerators, networking gear, and custom silicon. Their capex cycles drive demand across the entire semiconductor supply chain.
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HYPOTHESIS
Hyperscaler capex is the primary demand signal for AI chips (NVDA, AMD) and networking (AVGO, MRVL). When hyperscalers pull back, the entire AI supply chain feels it.
CAPITAL CYCLE
Capex/Depreciation: 2.2x
Massive AI infrastructure buildout ongoing. Capex/D&A elevated as data center expansion accelerates.
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BETA SPY
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BETA SOXX
5
CONSTITUENTS
5
OPTIONS ELIGIBLE
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INTRA-LAYER CORRELATION
Single constituent — intra-layer correlation not applicable.
CONSTITUENTS
Live quotes via Tradier · Click ticker for details
| TICKER | COMPANY | LAST | CHG% | β SPY | β SOXX | SIGNALS | TAGS | |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Parent company of Google. Major cloud provider (GCP) and AI infrastructure investor. Develops custom... | ... | ... | — | — | OPTIONS | ai_infrastructure | |
| META | Meta Platforms Social media and metaverse company with massive AI infrastructure investments. Building custom MTIA ... | ... | ... | — | — | OPTIONS | ai_infrastructure | |
| AMZN | Amazon.com E-commerce and cloud giant. AWS is the largest cloud provider globally. Develops custom Graviton (CP... | ... | ... | — | — | OPTIONS | ai_infrastructure | |
| MSFT | Microsoft Cloud and software giant. Azure is the second-largest cloud provider. Major investor in OpenAI and A... | ... | ... | — | — | OPTIONS | ai_infrastructure | |
| ORCL | Oracle Enterprise software and cloud infrastructure company. Oracle Cloud Infrastructure (OCI) is rapidly e... | ... | ... | — | — | OPTIONS | ai_infrastructure |
SEMILENS v0.1 · Data via Tradier Production API · Not financial adviceBeta research: 5Y daily · Loading...