FOLLOW YOUR CURIOSITY
A world worth exploring.
Find the businesses, themes, and ideas that speak to you.
STRATEGY · 7 INSTRUMENTS
Magnificent Seven
The seven largest US tech companies, equal-weighted.
AA
MS
AM
GO
ME
+2
MSAMGOME+2STRATEGY · 6 INSTRUMENTS
AI Infrastructure
Compute, models, and the platforms deploying them.
NV
MSGOMEAM
+1
MSGOMEAM+1STRATEGY · 6 INSTRUMENTS
Silicon Stack
Chip designers, foundries, and memory manufacturers.
NVAMAV
IN
MU
+1
AMAVINMU+1STRATEGY · 5 INSTRUMENTS
Platform Giants
Consumer platforms with global reach and recurring revenue.
AAMSGOAMME
MSGOAMMEFind your perspective
AssetPrice / basis24h snapshotMarket valueNetwork
Themes are Obsidian’s editorial classifications of real listed companies, not investment recommendations.