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KOSYSTEMS

AI CapEx investment sentiment

Analysis Eval

Tracked AI CapEx universe translated into investment actions for infrastructure exposure.

Aggregate Analysis

Overall scope combines company-level filing signals, language diffs, FRED transformer PPI, and GDELT news-pressure overlays. The Companies page shows the universe that contributes to this readout.

10-Q / 10-K Language Diffs

Aggregated company language diffs are included in the overall sentiment model.
No 10-Q / 10-K language diffs are available yet. Import at least two same-form filings for a company to assess changed AI and AI spending language.