Start Here
New to AI investing? Follow these six steps — from understanding the market to building long-term discipline. This site is educational: it gives you a framework, not buy/sell signals.
- 01→
Learn the layers of the AI market
First separate compute vs. infrastructure vs. applications vs. energy — each layer has a very different moat and risk.
- 02→
See how the legends are positioned
Rather than chase the theme, see how Buffett, Cathie Wood, Duan Yongping and others allocate to AI — and why.
- 03→
Compare consensus and divergence
Which names many hold in common (e.g. Alphabet), and where they clearly disagree (e.g. Nvidia and Amazon — some add, some exit).
- 04→
Research individual stocks
Go stock by stock: bull/risk view, themes, which legends hold it, and (optional) live price.
- 05→
Build long-term discipline
Turn competence, moats, valuation discipline, and position sizing into an actionable checklist.
- 06→
Look up any term as you go
13F, capex, HBM, moats, dollar-cost averaging… all in one place.
Three rules to remember
- 1Invest only in what you understand — know which layer you’re buying.
- 2The price you pay for growth determines your return — keep a margin of safety.
- 3Cap any single position — survive to compound.
FAQ
›What is the Compass Consensus Score (CCS)?
CCS quantifies eight legendary investors’ disclosed moves on each AI stock into an explainable 0–100 score: a holders base, an action score (new/added positions add points, trims/exits subtract), and a cross-style bonus. The formula is fully published and refreshes each 13F season. It is an educational analytic, not a price prediction.
›What is a 13F, and how often does the data refresh?
A 13F is the quarterly SEC filing in which large U.S. institutions disclose their equity holdings, due 45 days after quarter-end. This site verifies the eight investors’ latest filings each season and refreshes scores and analysis; data can lag and every figure carries an as-of date.
›Is this investment advice?
No. Everything on this site — including the Consensus Score, holdings, and analysis — is for education and information only. It is not investment advice or an offer to buy or sell any security. Investing involves risk; do your own research and consult a licensed professional.
›Why isn’t Nvidia’s score higher?
Because the legends disagree: Duan Yongping added sharply while Tepper and Coatue trimmed. CCS faithfully reflects the net direction of disclosed actions — the disagreement itself is the signal, which is exactly why quantifying positioning is useful.
›Where does the data come from?
Public sources: quarterly SEC 13F filings, investors’ public interviews, and mainstream financial media. Every figure links to its source on-site; optional live quotes come from Finnhub (delayed, for reference only).