themes / edge-ai · horizon 3-7 years · 20 companies
Edge AI
Inference workloads moving from centralized cloud to devices.
Trend vs pricing
Trend (reality)
58
company trend 58 · related-ETF flow 56 · growth 57
Market pricing
57
Expectations gap+1
Human needs
conveniencetimeconnection
Related ETFs
SMH
Constraint chain
Trend → Constraint → Required solution
Trend
Latency, privacy and cost push inference to the edgeConstraint
Power-efficient silicon, on-device memoryRequired solution
NPUs in phones/PCs/cars, low-power memoryAttention
32
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 32App Store —GitHub —YouTube —
Rising queries
ai phone callai phone assistantai phone answering serviceai phone numberai phone answering systemai phone answeringai phone agentai phone number lookupai phone call assistantai pcb designerai pc builderai pc build
Wikipedia · 3 articles
7d avg pageviews1563
vs 28d-26.5%
vs 1y-8.5%
z vs own history-0.43
Neural processing unitApple IntelligenceQualcomm Snapdragon
Apps · GitHub · YouTube
Apple Intelligencenot in top-100
GitHub repos4893
YouTube videos / day22.3
Measured over50 videos · 53.7 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · MiniCPM-V 4.7: a 35B open-source AI model running on an iPhone
- · AI News: Smart-Device AI Risk, Bank Scrutiny and Meta Agents
- · AI News: Smart-Device AI Risk, Bank Scrutiny and Meta Agents
- · Apple MacBook Pro M5 Tested: Is It Worth It for AI and Creators?
- · Stop Carrying Stacks of Paper: Go 100% Digital in 1 Tap #shorts
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | 50% | 1 | 30 | 41 | -11 | 15 | 70 | 71 |
| MCHP | Microchip Technology | 40% | 1 | 75 | 56 | +19 | 86 | 42 | 30 |
| AAPL | Apple | 30% | 1 | 69 | 72 | -3 | 69 | 76 | 41 |
| ADI | Analog Devices | 30% | 1 | 78 | 71 | +7 | 85 | 61 | 35 |
| AMD | Advanced Micro Devices | 20% | 1 | 79 | 86 | -7 | 91 | 55 | 15 |
| TSLA | Tesla | 30% | 2 | 52 | 73 | -21 | 54 | 35 | 7 |
| NXPI | NXP Semiconductors | 30% | 2 | 60 | 34 | +26 | 53 | 57 | 67 |
| SWKS | Skyworks Solutions | 30% | 2 | 22 | 60 | -38 | 11 | 46 | 51 |
| TXN | Texas Instruments | 20% | 2 | 69 | 67 | +2 | 73 | 64 | 34 |
| MU | Micron Technology | 20% | 2 | 93 | 45 | +48 | 99 | 79 | 80 |
| AKAM | Akamai Technologies | 20% | 2 | 41 | 33 | +8 | 30 | 68 | 71 |
| AMT | American Tower | 20% | 2 | 56 | 54 | +2 | 60 | 47 | 57 |
| CCI | Crown Castle | 20% | 2 | 55 | 59 | -4 | 36 | 58 | 33 |
| GRMN | Garmin | 20% | 2 | 61 | 68 | -7 | 61 | 64 | 29 |
| HPQ | HP Inc. | 20% | 2 | 55 | 41 | +14 | 54 | 57 | 90 |
| BBY | Best Buy | 20% | 3 | 49 | 48 | +1 | 47 | 58 | 76 |
| DELL | Dell Technologies | 15% | 3 | 80 | 68 | +12 | 93 | 53 | 56 |
| GLW | Corning Inc. | 15% | 3 | 57 | 47 | +10 | 71 | 44 | 35 |
| VZ | Verizon | 15% | 3 | 29 | 41 | -12 | 21 | 48 | 70 |
| ZBRA | Zebra Technologies | 15% | 3 | 58 | 63 | -5 | 57 | 53 | 63 |