Visual frameworks distilling the Vyzora research process — the AI capex cycle, sector demand flows, and conviction grading. Right-click any graphic to save it as SVG.
Framework · v1.0 · 2026
Vyzora 8-Wave AI Capex Timeline
Our editorial framework for tracking capital flow through the AI value chain, 2023→2030. Each wave is a structural bottleneck that shifts editorial focus.
Editorial commentary only. Not a recommendation to transact in any security shown. Wave assignments and tickers reflect Vyzora's current editorial view; conviction grades and timing are subject to change. See full methodology at vyzora.ai/methodology.
Demand Map · v1.0
AI Ecosystem Demand Map
How hyperscaler capex flows through the AI infrastructure stack. Each layer is a downstream beneficiary of the layer above; the bottlenecks shift over time.
Names listed are illustrative of Vyzora's editorial coverage at this date. Wave classifications and emphasis evolve quarterly. See research archive for the latest grade reviews.
Snapshot · April 2026
Conviction Grade Distribution
How Vyzora's 12-sector universe distributes across A–F editorial conviction grades as of the most recent monthly review. Heavily weighted to A/B reflects our high-conviction posture in active waves.
Conviction grades are editorial opinions reflecting our confidence in each thesis, not buy/sell recommendations. Distribution is revised monthly. See methodology for grading definitions.
Coming next
Sector Performance Heatmap (YTD) — color-coded grid of all 110 covered names by YTD return, sized by market cap.