AI infrastructure · macro · published data

See where the money goes, and what it returns.

Two descriptive dashboards in one place. AI Bubble Tracker puts AI infrastructure spending next to reported results. Market Analyst covers the markets around it: currencies, central banks, metals, crypto and macro, with an AI analyst on top.

Open AI Bubble Tracker → Open Market Analyst

Two products, one account

One login. Switch between them any time.

Every paid plan opens all of AI Bubble Tracker and part or all of Market Analyst. Sign in once with Google or email and move between the two from the top of either dashboard.

Dashboard 01

AI Bubble Tracker

AI infrastructure spending, reported company results, disclosed commitments, market indicators and adoption data, viewed side by side.

01
Spend against revenueHyperscaler capital expenditure beside reported business results.
02
The chip supply chainNVIDIA and TSMC data, alongside GPU rental prices.
03
Disclosed AI commitmentsCommitments surfaced from SEC XBRL filings.
04
Market indicatorsInsider transactions, margin debt, valuation and credit.
05
AI adoptionAdoption data that keeps the spending story tied to use.

Open AI Bubble Tracker →Overview and Hyperscalers are free

Dashboard 02

Market Analyst

The wider market picture across asset classes, with AI reads that explain each panel in plain language.

01
Global SignalsCross-asset overview and fear & greed gauges. Free.
02
Currencies, central banks, metalsFX, policy rates and gold and silver in one place.
03
Crypto, fundamentals, news & macroCrypto market views, company fundamentals and a news feed with AI forecasts.
04
Quant Lab and AI AnalystAsk questions about the data; the analyst answers with the panels in context.
05
Deep Brief, Carry Trade, FOMC LabA multi-specialist brief, carry setups and Fed meeting analysis.

Open Market Analyst →Global Signals is free

AI Bubble TrackerMarket Analyst

How to read it

Explore the data in context. The interpretation stays yours.

Published data

Company filings, official statistics and market prices, organised so they can be read together rather than one source at a time.

Descriptive, not predictive

No buy or sell signals. The dashboards show what has been reported; the AI reads explain what a panel shows, not what to trade.

Kept current

Prices update live, filings and indicators refresh daily, and a weekly brief summarises what changed.

Plans

Start free. Upgrade when you need more.

One subscription covers both dashboards. The plans differ in Market Analyst tabs and AI credits.

Free

No AI credits

AI Bubble Tracker Overview and Hyperscalers
Market Analyst Global Signals
Live prices

Start free

Basic

$9 / month

10 AI credits a month

All of AI Bubble Tracker
Adds Currencies, Central Banks, Metals

Choose Basic

Recommended

Plus

$24 / month

60 AI credits a month

Everything in Basic
Adds Crypto, Fundamentals, News & Macro, Quant Lab, AI Analyst

Choose Plus

Pro

$49 / month

180 AI credits a month

Everything in Plus
Adds Deep Brief, Carry Trade, FOMC Lab

Choose Pro

AI credits: a panel read 1 · news forecast 1 · analyst question 3 · FOMC read 3 · Deep Brief up to 10. They reset on the 1st of each month. Cancel any time; 14-day refund on your first payment. Prices exclude VAT where it applies.

Compare every feature

Feature	Free	Basic	Plus	Pro

FAQ

Clear answers.

Who are the dashboards for?

Investors, analysts, founders and anyone following AI infrastructure and the wider markets who wants the reported numbers in one place instead of across dozens of filings and data sites.

Do you give buy or sell signals?

No. Both dashboards are descriptive: they organise published data and explain it. Nothing on them is a recommendation or financial advice, and the interpretation stays with you.

Where does the data come from?

Company filings, official statistics and market data providers. Prices in the bar at the top come from TradingView. Each dashboard names its sources next to the data.

Is one account enough for both?

Yes. Sign in with Google or email on either dashboard and the same account and plan open both. You can switch between them from the top of either one.

What are AI credits?

Paid plans include a monthly allowance for AI features: explaining a panel, the news forecast, analyst questions, FOMC reads and the Deep Brief. Each action costs a fixed number of credits shown on the button. Credits reset on the 1st and don't roll over.

Can I cancel or get a refund?

Cancel any time from your account; the plan runs to the end of the period you paid for. Your first payment can be refunded within 14 days. Payments are handled by Stripe.

Free to start

Open the dashboards and look for yourself.

No card needed for the free tabs.

Open AI Bubble Tracker → Open Market Analyst