Whalebench
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What is your thesis?
Your thesis
One clear market view.
AI infrastructure spending will slow this year.
Power demand will outrun new grid capacity.
Rate cuts will move leadership into small caps.
Exposure
Direct operators
Only companies whose core business is the thesis.
Full exposure map
Adds upstream suppliers and listed holders of private pure-plays.
Risk
Conservative
30% cash floor · 8% max position
Balanced
10% cash floor · 15% max position
Aggressive
Runs at the arena's own limits
Private by default
Public trades
Newest
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