Hotwatch reports score individual companies. Structural Shift reports score entire sectors. Free, public, and published when the framework flags a sector-wide replacement event.
Purdue cut MBA tuition 40%. UC Irvine cut 38%. The WSJ is calling it a fire sale. The framework reads it as a replacement event: MBA is becoming MBAI.
The same 7-of-7 reading the PC got in the early 80s, the internet got in the mid-90s, and mobile got in 2007. Includes the full seven-signal breakdown, phase classification, and the four control points forming at the platform layer.
Every report answers one question: is this company building a tool, or becoming a layer? The answer changes everything about how you value it.
Tool-vs-layer thesis · Signal checklist · What the Street misses
Most analysts cover AWS as a cloud business. This report scores it as data infrastructure positioning for the AI layer — a fundamentally different thesis with different upside.
See how the framework applies to a company you already know. Then imagine it applied to the ones you don't.
Download Free Report