C+
Basket Temperature
0 100
Awaiting data
Heating
Neutral
Cooling
30-day history
AW25 Composite Index
1273.89
Sector Temperature
🔥 Hottest
❄ Coldest
25 Constituent Temperature Map
Grouped by sector · Hover for detail
Rotation Radar Directional Flow · daily
Flow changes inside AW25 — from our daily Directional Flow scan. What is heating up, what is cooling down across the 7 agentic-AI sectors. Coverage caveat: the scan currently covers a subset of AW25 names (the larger-cap MAG7/platform/data sleeve). Smaller AW25 constituents may not appear yet.
Directional-Flow scan refreshes after each US close.
Sector Sub-Indices (S1–S7)
60-day history · Equal-weight within sector
Active Signals
Auto-detected from constituent indicators · What do they mean? →
Fragility Score
Absorption ratio — proportion of variance explained by first eigenvalue of 20-day correlation matrix
Selloff Defense Map
Beta on QQQ down-days (≤ −1%, x-axis) vs Temperature (y-axis). Top-left = rising temperature while market sells off. Bottom-right = hit hardest on every selloff.
↖ Institutional defense ↗ Momentum rally ↙ Laggard wait ↘ Capitulation risk
Analysis Charts

Full charting with indicators, oscillators, and benchmark overlays. Murphy-framework toolset with three views — same surface as the Rubin Build-Out 100 page.

Index View
Analysis View (TradingView)
Benchmark Comparison
Symbol
Range
CL-AW25-EW
All Constituents
TickerSectorPriceTempPositionMomentumVolumeVolatilityFlags

Subscriber Multimedia · Coming soon

Multimedia dossier in production

We are building a multimedia companion for AW25 Agentic Winners 25 — the same surface that ships today on the Rubin Build-Out dossier. Available to C+ subscribers when it ships.

  • Video walkthroughvisual narration of the thesis
  • Audio deep-divelisten on the go
  • Slide deckpinned visuals + diagrams
  • Flashcardstest recall on the key terms