About the show

Who actually gets paid when a trillion dollars gets spent on AI? That's the question. Every week I follow the money to find out.

The board

I break the AI build-out into 12 layers, from the wafers chips start life on to the companies that rent out AI computing. Each layer gets a score, 0 to 10.

What the score measures

Buyer pressure: how much buyers give up to get supply. Cash paid before the product exists is the top step. A seller saying it's sold out is the bottom one, because that's the seller talking. The score doesn't measure who keeps the money. Pressure isn't profit.

The receipt

Every score rests on a receipt: proof in a company's own filing or earnings call. Not a headline. Not an analyst note. Not a post. And it has to come from the same fixed list of companies, every time. See every receipt.

The record

When I make a call, it gets a date. I grade it in public, against the words I said that day. Misses read first. See the record.

The host

Money Mitch, your money flow monitor.

Disclosure

I hold positions across these layers. I never name them on air. No company gets a score or a rank. The featured layer is set before the week's research starts. No stock picks. No price targets. Layer scores. Not stock ratings. Educational only.