AI Trade Regime Rotator

Inspired by market-beating tech funds that continuously reallocate capital as the AI mega-cycle migrates from primary silicon fabricators to utility-scale energy, liquid cooling, and monetized enterprise workflows.

Active Portfolio Beta 1.42 High Systematic Sensitivity
Energy Constraint Drag 68.5 PUE / Interconnect Pressure
Est. Annual Turnover 44.0% ~$220M Rebalanced
Capex Scrutiny Drawdown -19.4% Hyperscale Pause Stress
Silicon & Foundry (45%) Energy & Cooling (25%) Hyperscale Cloud (20%) Vertical Software (10%)

Macro Shock Stress Matrix vs. Passive Benchmark (QQQ)

Active Share: 68.4%
Historical / Future Stress Scenario Hyperscaler Catalyst QQQ Benchmark Active Rotated Portfolio Net Active Alpha Status
Ready. Adjust sliders or select a thematic regime to model portfolio reallocation.

1. The Four Epochs of Tech Trades

Market-beating technology funds outperform not by buy-and-holding initial hardware winners indefinitely, but by preemptively recognizing when capital expenditure cycles saturate foundational suppliers and shift downstream.

  • Phase 1: Enablers & Pick-and-Shovel infrastructure enjoy explosive multiple expansion.
  • Phase 2: Physical boundaries (power generation, substation transformers, water cooling) become the primary bottleneck.
  • Phase 3: Investors demand tangible software earnings to validate trillions in enterprise datacenter buildouts.

2. Managing Drift & Tax Friction

Unbridled momentum produces severe concentration risk. When a single chip foundry balloons to 25%+ of a portfolio, downside beta increases drastically during semiconductor cycle digestion periods.

  • Corridor Rebalancing: Maintain strict 3–5% tolerance bands to systematically harvest profit from overbought hardware into lagging downstream infrastructure.
  • Active Turnover Cost: Institutional trading slippage and liquidity friction are factored into simulated drag.

3. Real Stress Scenario Proofing

Test your strategy against real structural bottlenecks: what happens if utility interconnect queues stall AI cluster delivery, or if sovereign cloud spending accelerates faster than commercial enterprise adoption?

  • Energy Grid Interconnect Pause: Heavy drag on hardware, massive margin boost for independent power producers.
  • Enterprise ROI Air Pocket: Multiples contract across software if generative tooling fails to lower customer churn.
Enjoy this tool? Build your own with Super