INDICATORS
Turn cycle intuition into indicators
Each indicator has a definition, threshold, history and invalidation rule.
Memory cycle score
72 /100
A composite of prices, supply-demand, capital spending and earnings expectations.
Top risk index
61 /100
Measures fading price momentum, supply release and crowded earnings expectations.
2027 supply gap
2.29 EB
Base demand of 47.41 EB less forecast supply of 45.12 EB.
Spot/contract spread
18.4 %
Tests whether spot prices are turning ahead of contract prices.
AI memory increment
5.839 EB
Incremental 2027 demand from NVIDIA GPU racks and non-NVIDIA ASICs.