The AI trade is crowded. See where.
Santro measures attention, crowding and valuation pressure across 100 AI stocks, 40 ETFs and AI crypto — one terminal, updated through the day. Hot means attention, not direction.
Filing-verified research · Not financial advice
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AI Bubble Risk
Hot AI tickers · sourced reasons
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One dial for the whole AI trade.
Valuation, momentum and crowding — weighted, published, updated daily. Risk context, not a crash prediction.
30-day history
Components: valuation · capital flows · adoption · sentiment · systemic risk · methodology
The AI trade is not one trade anymore.
It moves through compute, power, cloud, software, ETFs and crypto. 99 bubbles, sized by cap, colored by heat — the whole map is free to explore.
Explore the full mapIf the AI trade cracks, what happens to your portfolio?
Six historical scenarios. Hypothetical, not a forecast. Quotes delayed ~15 min.
Scenario 1 · Dot-com style AI de-rating
on the selected sample portfolio
Your AI universe, watched.
Watchlist
Pin tickers to your watchlist. Your list opens with the terminal, sorted by the day's move.
Alerts
Level and heat alerts on any ticker or the Bubble Index itself.
Daily brief
Email brief — coming soon, opt-in. We'd rather ship it late than broken.
Tweets are leads. Filings are sources.
Burry Short Watch
Disclosed AI puts, position by position — SEC-verified, never guessed.
Aschenbrenner Basket
Situational Awareness LP's 13F, tracked quarter by quarter.
IPO Watch
Ten AI filings on EDGAR watch — Anthropic to SK hynix.
Latest research note: — Get filing-change alerts — free account.
Terminal-grade market cards.
Post the day's heat, your stress result, or the Bubble Index — sourced and timestamped.
Bubble Index card
santroai.tech · watermark on preview
Heat leader card
sourced reason included
Free account: full tables, watchlists, alerts, saved valuations, your terminal setup.
Pro later: faster refresh and deeper history — when it's ready, not before.