# Convequity

> Independent equity research mapping the AI value chain. Where the silicon meets the spreadsheet.

## Using this material

Quoting or summarizing content from this site is permitted only with a visible citation and a working link back to the source URL on convequity.com. Cite as: "Convequity — <page title>, <URL>." Only the public pages listed below are available for this use; content visible solely to signed-in paid members is not. This material may not be redistributed, used to train or fine-tune a model, or used for distillation. Read the full policy at https://www.convequity.com/legal/#ai-agent-model-content-usage-policy and general terms at https://www.convequity.com/legal/. Convequity publishes independent research; nothing here is investment advice.

## Core pages

- [Home](https://www.convequity.com/): Latest research and the front door to Convequity's coverage of the AI value chain.
- [About](https://www.convequity.com/about/): Who Convequity is and what the research covers.
- [Legal](https://www.convequity.com/legal/): Terms of use, privacy, and compliance.
- [AI usage policy](https://www.convequity.com/legal/#ai-agent-model-content-usage-policy): The citation and link-back policy summarized above, in full.

## Products

- [AI Bubble Barometer](https://www.convequity.com/abbx/): A weekly framework tracking AI infrastructure valuations across hyperscalers, neo-clouds, and model labs; public summary, full detail for paid members.
- [Bottleneck Map](https://www.convequity.com/bm/): A map of AI infrastructure supply-chain bottlenecks; public summary tab, full detail for paid members.
- [Live Portfolio](https://www.convequity.com/portfolio/): A public preview of Convequity's live portfolio; full holdings and history for paid members.
- [DCF models](https://www.convequity.com/dcf/): Discounted cash flow valuation models for the AI value chain; public landing page, full interactive models for paid members.

Every claim above is checkable on the linked page.