Free tool · No signup · Layer classification only
Quinn book · active positions across the Physical Layer
Most AI portfolios miss the
Physical Layer.
Drop your tickers. Find out if yours does. Free, instant, no signup. One verdict across Power, Compute, Data Center, Photonics & Quantum, Off-World.
Drop your portfolio screenshot
Robinhood · Schwab · Fidelity · Webull · E*TRADE · Public · M1
or type them
Physical Layer
—
Power · Compute · Data Center · Photonics & Quantum · Off-World
App-Layer · Other
—
Consumer apps, LLM wrappers, retail, fintech
Layer breakdown
Classification only.
This is not financial advice, not a buy/sell recommendation, and not a suggestion to swap anything.
It's a snapshot of how your tickers map to the Physical Layer of AI thesis.
Nothing more. Make your own decisions. Do your own research.
Why this matters
Every AI dollar flows through six layers. Most people own only one.
The models get all the headlines. But models don't train on promises. They train on power, memory, fiber, silicon, and interconnect. If your book is 80% App-Layer names riding the narrative, you're exposed to narrative risk, not compute physics. If it's 80% Physical Layer, you're invested in the stack that has to exist for the narrative to be true.
This tool just tells you which one you are.