The market isconnected
The market was never a list.It's a living network of companies, technologies, industries, and dependencies. Now you can see it.
The economy is a network,
not a list of stocks.
A screener sorts companies into rows. It cannot tell you that the business you own depends on a supplier three steps away, or that two of your holdings are exposed to the same bottleneck. Market Atlas is not a screener and not a news feed. It is a map: companies, the industries they sit in, and the themes pulling them forward, drawn with the relationships that connect them intact.
Company
A single listed business. Carries its ticker, sector, market capitalisation and every ecosystem it touches.
NVIDIA · Palantir · Coherent · Joby · IonQ · Oklo
Industry
An ecosystem hub. Drawn larger than the companies inside it, because it is what those companies orbit.
Semiconductors · Data Centers · Robotics · Quantum Computing · Nuclear Energy
Macro theme
A decade-scale shift that cuts across industries. The layer where an investment thesis usually starts.
AI Revolution · Electrification · Autonomous Systems · Energy Transition
See the invisible connections.
Every link is a named economic relationship rather than a statistical resemblance. Follow one far enough and a position in a chip designer turns into a position on the electricity grid.
- 01NVIDIAcompute
- 02AI Computingindustry
- 03Data Centersbuildout
- 04Energy Infrastructureconstraint
- Supplier
Coherentsupplies optical componentsNVIDIA
Provides the optical technology carrying traffic inside high-speed AI data centres. If you own the compute, you are exposed to this link whether you tracked it or not.
- Customer
Palantirsells AI software platforms toDefense organizations
Revenue concentration is a relationship too. Knowing who buys tells you which budgets the thesis is actually riding on.
- Ecosystem
Semiconductorsis built intoData Centers
Industries stack. Demand at one layer shows up as a capital expenditure line at the next, usually a few quarters later.
- Competition
Teslacompetes withRivian
Two holdings that compete are not diversification. The map makes overlap visible before it becomes a correlated drawdown.
- Dependency
Quantum ComputingrequiresAdvanced Packaging
Some themes cannot advance until an upstream technology does. That prerequisite is often the more investable part of the story.
A universe you can move through.
- Search
Type anything, the camera flies to it
A ticker, a company, an industry or a theme. NVDA, Coherent, Data Centers, Quantum — the view moves to the object and its neighbourhood comes with it.
- Filters
Narrow the universe, keep the structure
Filter by sector, by theme, or by relationship type — suppliers, customers, competitors, partners, ecosystem links. Turning a relationship off removes the edges, not the map.
- Market cap mode
Size that means something
Switch it on and node volume tracks market capitalisation on a linear scale, not a logarithmic one. A four-trillion-dollar company should look like it dwarfs a two-billion-dollar one, because it does.
- Detail panel
From a node to a thesis
Open any company for its description, its position in the ecosystem, its suppliers and customers, and the themes it belongs to — ending with why the connection matters for a long-term holder.
Technology · Semiconductors
- Market cap
- $4.2T
- Connected to
- AI InfrastructureData CentersCoherentTSMC
- Ecosystem position
- Provides the compute foundation the rest of the AI infrastructure stack is built on.
Your investment universe.
- NVDA
- PLTR
- IONQ
- JOBY
- OKLO
- COHR
Enter your holdings and the map rebuilds around them. Your positions light up, and everything they quietly depend on appears with them — suppliers, the industries they sit inside, the constraints upstream, and the adjacent opportunities you are already half exposed to.
The useful discomfort is seeing it stated plainly: you own six companies, and this is the ecosystem all six are betting on.
Open a theme,
read the stack.
Click AI Infrastructure and the map answers with what it is made of, layer by layer, each with the companies operating there.
- 01ComputeNVIDIAThe processors the models run on.
- 02NetworkingCoherentOptical interconnect moving data between them.
- 03Data centresEquinixThe physical buildings and the land under them.
- 04EnergyGE VernovaGeneration and grid capacity to keep it running.
- 05SoftwarePalantirThe layer that turns capacity into a product.
Built for long-term investors.
What the map shows
- Relationships between businesses
- Infrastructure and supply chains
- Technology shifts over decades
- Where a company sits in its ecosystem
What it deliberately leaves out
- Daily price movements
- Trading signals and entries
- Short-term speculation
- Ranked lists of tickers
Where the atlas goes next.
Market events
A development lands on the node it affects and the node pulses, so news arrives attached to a position in the map rather than in a feed.
Thesis tracking
Write down what your case depends on — data centre buildout, chip demand, available power — and watch those specific assumptions rather than the whole sector.
Timeline mode
Scrub through time to see how an industry formed: research, then infrastructure, then the products built on top of it.
Market Atlas is a prototype. Relationships shown are illustrative examples of the mapping, not investment advice or a complete record of any company's suppliers, customers or competitors.
Stop reacting
to headlines.
Start tracking your thesis instead. Because long-term opportunities are often found when others are focused on short-term fear.
Basic is free, no credit card required