The Huang Index, NVIDIA's Critical Dependency Chain (Sole-Source & Ecosystem Tilt)
The Huang Index - companies jensen is reliant on
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Picks only listed shares from 23 stock markets, including the US, the UK, Europe, India and Japan. See the full list
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The companies behind artificial intelligence, the three ways to invest in them, and the risks to understand first.
Read the guideHow the computer-chip industry is organised, the routes for investing in it, and why it moves in cycles.
Read the guideHow dividends work, what yield really tells you, and how to avoid the common traps when investing for income.
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Charts, explainers and market stories
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Type an idea. See the companies. That’s it.
Arithmos never holds your money or places trades.
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That really is all it is. Arithmos writes that list for you from one sentence, and shows its working.
Which ones made the cut, and which were left out.
What share of the money would go into each one.
A plain-English explanation for every single pick.
Then it is tested against real past prices, so you can see the good years and the bad ones before you decide anything.
New to investing? Start with the basicsThe single most irreplaceable dependency: TSMC fabricates every NVIDIA data-center GPU and owns CoWoS advanced packaging, without which Blackwell/Hopper cannot ship. 36% YoY revenue growth,…
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The Huang Index - companies jensen is reliant on
Arithmos AI Picks & Shovels Index (AI chips, memory, networking, servers and data-centre cooling)
Arithmos AI Picks & Shovels Index (AI chips, memory, networking, servers and data-centre cooling) Start from these holdings and adjust: NVDA 10.7%, 2330.TW 10.7%, MU 8.0%, 000660.KS 7.1%, AVGO 7.1%, 005930.KS 5.4%, 285A.T 5.4%, AMD 5.4%, ASML.AS 5.4%, DELL 4.5%, ANET 4.5%, LRCX 3.6%, AMAT 3.6%, 2454.TW 3.6%, 6857.T 3.6%, 8035.T 2.7%, 2308.TW 2.7%, GEV 2.7%, SU.PA 1.8%, ABBN.SW 1.8%.
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