Supply Chain Money Flow Tracker
See where capital is rotating across 31 semiconductor and Physical AI supply chain segments — from EUV lithography and advanced packaging to humanoid robot actuators and LiDAR. Updated daily from 200+ stocks.
The AI buildout is a supply chain story. Money doesn't flow into "semiconductors" as one block — it rotates between equipment, materials, packaging, memory, and design segments as the cycle progresses. The same is true for Physical AI: robots, drones, and autonomous vehicles each pull on different suppliers. This tracker aggregates momentum, money flow indicators (MFI/CMF), and volatility squeezes across every segment so you can see rotation before it shows up in the headlines.
Semiconductor Supply Chain
Physical AI Supply Chain
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Open Full DashboardHow to Read Money Flow Signals
Flow Signal — Composite of momentum, money flow index, Chaikin money flow, and moving-average breadth across all stocks in a segment. STRONG INFLOW means broad, volume-confirmed buying; STRONG OUTFLOW means distribution.
5d / 20d Momentum — Average price change of the segment's stocks. Divergence between the two (weak 20d, strong 5d) often marks the start of a rotation.
Squeezes — Count of stocks in a Bollinger/Keltner volatility squeeze. Compressed volatility inside an inflow segment frequently precedes breakouts.
Why supply chains? — When a downstream segment (e.g. AI servers) accelerates, orders flow upstream to packaging, substrates, and equipment with a 1-2 quarter lag. Watching segment-level rotation lets you position in the suppliers before the earnings prints.