Hiring decisions lead earnings by two-plus quarters. Layoff announcements are the end of a story the careers page has been telling for weeks. We turn that into a structured signal you can backtest, alert on, and overlay on your existing thesis.
JOLTS prints monthly, six weeks after the fact. The 8-K lands the morning the story breaks. Earnings calls confirm what the market already priced.
A company's careers page is the single earliest public artifact of capital allocation decisions — before the announcement, before the filing, before the ticker moves. We index it, reconcile it, and make it queryable.
"The hiring page is the earliest public artifact of a company's next quarter. We just had to go read it."
Every AI company categorized across five layers of the stack, with self-serve listing corrections via two-stage curator-approved verification.
GPU, TPU, custom silicon, networking fabric.
GPU-first operators running the compute fleet.
Foundation-model labs shipping weights + APIs.
Products built on models — copilots, agents, search.
Consulting, integration, managed AI delivery.
Hand-picked basket — the DJIA of AI.
Top ~500 by composite methodology.
Mid-cap breadth across the full stack.
Deep-tail coverage — every serious AI name.