Follow the AI capex flood to its bottlenecks — before the market does.
Hundreds of billions in hyperscaler capex flow down a physical supply chain every year. CAPEX-IQ reads earnings-call language, filed backlogs, and customer concentration to find the narrowest link in the chain — and scores its own signals against the market.
Transcript Stress
NLP over every earnings call in the chain — allocation and sold-out language, quarters before consensus.
Filed Backlogs
XBRL order gaps straight from SEC filings: demand outrunning supply, proven on the balance sheet.
Dependency Graph
Stress propagates downstream through a curated supply-chain graph — see who inherits risk next.
Honest Scoreboard
Every signal is graded on forward returns vs the market. If the edge fades, the scoreboard says so.
Register — free during beta
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