AnthropicCompany · Frontier models and AI assistants
AI · Foundation models92RisingInvestment OS · Opportunity index
Where to invest now.
A cross-sector view of the most compelling opportunities today, balancing price, structural upside, momentum, quality, and risk.
RankOpportunitySector / themeScoreSignal
OpenAICompany · Models, assistants, and developer platform
AI · Foundation models91StableGoogle DeepMindCompany · AI research, models, and products
AI · Foundation models89RisingPerplexityCompany · Answer engine and AI-native discovery
AI · AI search85RisingAnysphereCompany · AI-native software development tools
AI · Coding84RisingMidjourneyCompany · Generative visual creation platform
AI · Image & video82StableElevenLabsCompany · Generative voice and audio platform
AI · Voice80RisingRunwayCompany · Generative video models and tools
AI · Image & video79WatchPrototype only. Current sample coverage is AI-heavy; the index is designed to compare companies, baskets, and themes across sectors.
Scoring system
A live ranking, not a permanent verdict.
Valuation
Price versus quality, growth, expectations, and downside.
Structural upside
Theme strength, market expansion, positioning, and catalysts.
Momentum
Adoption, execution, estimate revisions, and market confirmation.
Quality & risk
Moat, management, balance sheet, durability, and failure modes.