AI Buildout Index
100 constituents across 18 sectors tracking the Rubin → Feynman infrastructure cycle. Three weighting variants. Updated daily after market close.
Full charting with indicators, oscillators, and benchmark overlays. Murphy-framework toolset with three views.
Index View
Analysis View (TradingView)
Benchmark Comparison
Index charts render live after Worker deployment · Base: Feb 28, 2025 · USD
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Benchmark every Rubin sector against US and global indices. Does our silicon sector beat SMH? Does the full index beat Nasdaq?
Index vs Index — Headline Pairs
Rubin EW vs Rubin CW
Equal weight vs cap weight — the breadth test
EW÷CW
Rubin MW vs Rubin EW
Momentum factor premium over equal weight
MW÷EW
Rubin EW vs Euro-AI RI
Global buildout vs European sovereign
EURAI-RI
Rubin vs US Benchmarks
Rubin EW vs S&P 500
AI buildout vs US broad market
^GSPC
Rubin EW vs Nasdaq 100
Physical bottlenecks vs big tech
^NDX
Rubin EW vs Russell 2000
AI infrastructure vs US small caps
^RUT
Sector vs Sector — The Story Tests
S5 Deposition & Etch vs SMH
Process equipment vs VanEck Semiconductor
SMH
S4 Lithography vs SOXX
EUV/DUV monopoly vs iShares Semiconductor
SOXX
S2 Architects vs ^NDX
Chip designers vs Nasdaq 100
^NDX
S8 Memory vs SMH
HBM & NAND pure-play vs broad semi
SMH
S12 Grid & Power vs PAVE
AI power infrastructure vs US Infrastructure
PAVE
S14 Interconnects vs ARKK
Physical connectivity vs ARK Innovation
ARKK
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