Discover trends on aka

aka turns a belief about the world into a basket of companies, each with the reason it is there, and tracks whether reality proves it right. Simulated money only.

Discover · Creators

AI & tech

• ARK Invest Holdings: What ARK Invest disclosed in its Q2 2026 13F (by AKA Studio) TSLA, AMD, SPCX, TEM, HOOD, SHOP, TWST, TXG
• Coatue Holdings: What Coatue disclosed in its Q2 2026 13F (by AKA Studio) TSM, LRCX, MU, SPCX, AMAT, GEV, AMZN, AVGO
• Tiger Global Holdings: What Tiger Global disclosed in its Q2 2026 13F (by AKA Studio) TSM, AMZN, NVDA, GOOGL, META, LRCX, SE, AMAT
• Renaissance Technologies Holdings: What Renaissance Technologies disclosed in its Q2 2026 13F (by AKA Studio) NVDA, META, INTC, UTHR, PLTR, GOOGL, EXEL, VRSN
• Altimeter Capital Holdings: What Altimeter Capital disclosed in its Q2 2026 13F (by AKA Studio) NVDA, META, TSM, CRWV, ARM, AMZN, UBER, SNOW
• Google's Machine: Gemini, TPUs and the Capex Wave: Tracking Alphabet's own bet — AI infrastructure at any cost, cloud at 82%, and compute even in orbit. (by AKA Studio) NVDA, VRT, ETN, AVGO, TSM, ASML, MU, CRWV
• AI beyond NVIDIA: Look beyond the most obvious company. (by Alex Chen) NVDA, AVGO, AMD, TSM, ASML, MU, AMAT, KLAC
• The Memory Cycle, Taken Seriously: Micron's buyback as the signal — and the storage, equipment and AI buyers that move with it (by demo@workstream.is) MU, SNDK, WDC, STX, LRCX, AMAT, KLAC, ASML
• Data centers become real estate: Buildings and systems that host computing. (by AKA Studio) MSFT, AMZN, GOOGL, ORCL, EQIX, DLR, VRT, ETN
• The Huang Doctrine: Accelerated Computing Everywhere: Tracking Jensen Huang's bet that the computer becomes infrastructure and AI factories get built at scale (by AKA Studio) NVDA, TSM, MU, VRT, GEV, CEG, ETN, CRWV
• The AI chip boom: Compute is becoming essential infrastructure. (by Alex Chen) NVDA, AVGO, AMD, MU, TSM, ASML, AMAT, KLAC
• Situational Awareness Holdings: What Situational Awareness disclosed in its Q2 2026 13F (by AKA Studio) SNDK, MU, BE, TSM, CRWV, CORZ, STM, APLD
• The GPU Never Dies: A basket for the view that AI compute holds its value long after the next chip ships (by s) CRWV, NBIS, ORCL, NVDA, AVGO, TSM, MSFT, AMZN
• The AI chip boom · your take: Compute is becoming essential infrastructure. (by John Mark Grant) NVDA, AMD, AVGO, TSM, ASML, MU, AMAT, KLAC
• AI agents get to work: From answering questions to completing tasks. (by AKA Studio) NOW, CRM, SAP, MSFT, GOOGL, AMZN, ORCL, PLTR
• Every company needs a shield: The invisible infrastructure of trust. (by AKA Studio) PANW, CRWD, FTNT, ZS, MSFT, NET, PLTR, DDOG
• Decade of Compute: The Chip Layer: Owning the designers, foundries, memory and interconnect behind a ten-year AI computing build-out. (by demo@workstream.is) NVDA, TSM, AVGO, AMD, MU, ANET, MRVL, ALAB
• The Altman Buildout: Tracking the OpenAI CEO's bet that intelligence gets cheap, power gets scarce, and compute never stops (by AKA Studio) NVDA, AVGO, TSM, ORCL, CRWV, VRT, ETN, CEG
• The cloud keeps growing: Compute, data centers, and their software layer. (by AKA Studio) MSFT, AMZN, GOOGL, ORCL, EQIX, DLR, VRT, NVDA
• OpenAI: The Compute Bet: Tracking the listed companies that OpenAI's roadmap, partners and money actually flow through. (by AKA Studio) NVDA, TSM, AVGO, MU, MSFT, ORCL, AMZN, CRWV

Energy

• Water becomes a priority: Treatment, efficiency, and reliable supply. (by AKA Studio) XYL, ECL, PNR, AWK, WTRG, XLU, PWR, CAT
• Nuclear gets another chance: Round-the-clock power for a hungrier grid. (by AKA Studio) CEG, VST, SO, CCJ, BWXT, GEV, PWR, ETN
• AI needs more power: The grid, cooling, and power behind AI. (by AKA Studio) CEG, VST, NEE, EQT, ETN, GEV, HUBB, PWR
• The world needs more copper: The metal inside an electric future. (by AKA Studio) FCX, SCCO, BHP, RIO, ETN, GEV, PWR, VRT
• Solar finds its next chapter: A volatile path from generation to the grid. (by AKA Studio) FSLR, ENPH, ETN, GEV, PWR, HUBB, FIX, TSLA
• Keeping the world cool: Cooling is becoming critical infrastructure. (by AKA Studio) VRT, ECL, SMCI, TT, CARR, JCI, LII, ETN

Robotics

• The car drives itself: Mobility and the intelligence underneath. (by AKA Studio) GOOGL, UBER, TSLA, NVDA, QCOM, TER, GM, APTV
• Robots join the workforce: From warehouses to hospitals to factories. (by Maya Brooks) NVDA, TSLA, TER, ROK, HON, AMZN, SYM, APH
• The Musk Stack: Rockets, robots and a terawatt of compute: the listed ways to hold Elon Musk's view of the future. (by AKA Studio) SPCX, TSLA, NVDA, TSM, AMAT, MU, VST, CEG
• The self-running warehouse: Moving a package with fewer manual steps. (by AKA Studio) SYM, ROK, TER, AMZN, UPS, WMT, HON, EMR
• The Machines Behind the Robots: Owning the motion parts, controls and chips that show up in results before any humanoid does (by demo@workstream.is) ROK, EMR, HON, AME, SYM, ZBRA, TDY, PH

Health

• More healthy years: Devices, diagnostics, and the tools of care. (by Sam Rivera) ABT, MDT, BSX, SYK, ISRG, DXCM, LLY, VRTX
• Surgery gets smarter: Direct device makers and broader enablers. (by AKA Studio) ABT, DHR, ILMN, TMO, IQV, ISRG, MDT, NVDA
• The weight-loss ripple effect: A new habit can change an entire industry. (by Sam Rivera) LLY, NVO, AMGN, VRTX, PFE, TMO, DHR, WST

Industry

• Third Point Holdings: What Third Point disclosed in its Q2 2026 13F (by AKA Studio) WBD, AMZN, GOOGL, TDS, TSM, LYV, KEYS, SGI
• Citadel Holdings: What Citadel disclosed in its Q2 2026 13F (by AKA Studio) IVV, AMZN, NVDA, AAPL, MSFT, WBD, LLY, AVGO
• Baupost Group Holdings: What Baupost Group disclosed in its Q2 2026 13F (by AKA Studio) AMZN, ELV, QSR, GOOG, FERG, GPC, UNP, V
• Bridgewater Holdings: What Bridgewater disclosed in its Q2 2026 13F (by AKA Studio) SPY, IVV, NVDA, AVGO, AMZN, GOOGL, LRCX, VOO
• Himalaya Capital Holdings: What Himalaya Capital disclosed in its Q2 2026 13F (by AKA Studio) GOOGL, GOOG, PDD, BRK.B, EWBC, CROX, TME, AAPL
• Viking Global Holdings: What Viking Global disclosed in its Q2 2026 13F (by AKA Studio) V, TSM, APD, SHW, FTV, META, SCHW, TMO
• Gates Foundation Trust Holdings: What Gates Foundation Trust disclosed in its Q2 2026 13F (by AKA Studio) BRK.B, CAT, CNI, WM, DE, ECL, WMT, FDX
• Markel Holdings: What Markel disclosed in its Q2 2026 13F (by AKA Studio) GOOG, BRK.A, BRK.B, DE, BN, AMZN, ADI, GS
• Fundsmith Holdings: What Fundsmith disclosed in its Q2 2026 13F (by AKA Studio) MAR, SYK, WAT, V, UBER, MA, GOOGL, CHD
• Lone Pine Capital Holdings: What Lone Pine Capital disclosed in its Q2 2026 13F (by AKA Studio) HD, AMAT, MDLN, TER, GLW, CVNA, HUT, PFGC
• Akre Capital Holdings: What Akre Capital disclosed in its Q2 2026 13F (by AKA Studio) MA, MCO, BN, FICO, ROP, V, CSGP, CPRT
• Pershing Square Holdings: What Pershing Square disclosed in its Q2 2026 13F (by AKA Studio) UBER, BN, MSFT, AMZN, HHH, QSR, META, V
• Greenlight Capital Holdings: What Greenlight Capital disclosed in its Q2 2026 13F (by AKA Studio) GRBK, FLR, CNR, BHF, ACHC, PENN, FBIN, PCG
• Back to the Moon: The listed companies behind Artemis, lunar landers and a permanent base before China gets there (by alexandra) LMT, BA, NOC, LHX, SPCX, RKLB, BWXT, APD
• Berkshire Hathaway Holdings: What Berkshire Hathaway disclosed in its Q2 2026 13F (by AKA Studio) AAPL, AXP, KO, GOOGL, BAC, CVX, OXY, MCO
• More things made in America: Machinery, steel, and the companies that build. (by AKA Studio) ETN, EMR, ROK, CAT, URI, FIX, PWR, GEV
• The new space economy: Launch, communications, and orbital infrastructure. (by Maya Brooks) RKLB, ASTS, IRDM, GOOGL, AMZN, VRT, LMT, NOC
• Defense goes autonomous: Uncrewed systems and established manufacturers. (by AKA Studio) AVAV, KTOS, PLTR, LHX, LMT, RTX, NOC, GD
• Cap Rate Reckoning: Higher rates mark down buildings — own the capital, the data and the float, not the bricks. (by John Mark Grant) BX, APO, KKR, ARES, CBRE, CSGP, MSCI, MCO
• Icahn Holdings: What Icahn disclosed in its Q2 2026 13F (by AKA Studio) IEP, CVI, UAN, CTRI, IFF, ECHO, JBLU, MNRO
• Soros Fund Management Holdings: What Soros Fund Management disclosed in its Q2 2026 13F (by AKA Studio) AMZN, TSM, GOOGL, NVDA, AAPL, TKO, AEP, ETR
• Daily Journal Holdings: What Daily Journal disclosed in its Q2 2026 13F (by AKA Studio) WFC, BAC, BABA, USB
• Elliott Investment Management Holdings: What Elliott Investment Management disclosed in its Q2 2026 13F (by AKA Studio) TFPM, PSX, SU, HPE, LUV, UNIT, PINS, ETSY
• Appaloosa Holdings: What Appaloosa disclosed in its Q2 2026 13F (by AKA Studio) AMZN, MU, TSM, GOOG, UBER, EWY, META, VST
• Trian Holdings: What Trian disclosed in its Q2 2026 13F (by AKA Studio) GE, SOLV, WEN, GEHC
• Oaktree Capital Holdings: What Oaktree Capital disclosed in its Q2 2026 13F (by AKA Studio) EXE, GTX, INDV, TDS, VNOM, CORZ, TLN, B
• Duquesne Family Office Holdings: What Duquesne Family Office disclosed in its Q2 2026 13F (by AKA Studio) NTRA, TSM, STM, INSM, YPF, AMZN, GOOGL, EWZ
• Do more with less energy: The less visible side of the energy transition. (by AKA Studio) TT, CARR, JCI, HON, EMR, ROK, ETN, PWR
• Farms get smarter: Equipment and broad automation proxies. (by AKA Studio) DE, CAT, TRMB, HON, TDY, ROK, EMR, TER

Culture

• Women Support Will Go Big: Tracking the money moving into women's sports, women's health, and women-controlled wealth. (by demo@workstream.is) DIS, AMZN, CMCSA, LYV, AZN, LLY, ABT, BLK
• The Warriors Empire: Live Sports as an Asset Class: Joe Lacob's $10.8B bet that owning the arena, the audience, and the moment beats owning the roster. (by AKA Studio) LYV, TKO, DIS, NFLX, AMZN, CMCSA, META, APP
• Funflation: The Experience Economy Basket: Tracking the shift from buying things to buying nights out, tours, trips and tickets. (by Cindy) LYV, TKO, SPOT, BKNG, ABNB, MAR, RCL, VICI
• Everyone becomes a creator: The platforms behind independent audiences. (by AKA Studio) GOOGL, META, SPOT, AMZN, APP, RDDT, PINS, SHOP
• Games become social worlds: Entertainment platforms where people spend time. (by AKA Studio) RBLX, META, EA, TTWO, SONY, MSFT, GOOGL, AMZN
• After the Monologue: Attention Leaves Broadcast: Tracking the drift from late-night TV to streaming and short-form comedy (by demo@workstream.is) GOOGL, META, RDDT, NFLX, SPOT, RBLX, APP, AMZN
• Real life is the new luxury: Concerts, sport, and moments you cannot stream. (by Jules Park) LYV, TKO, DIS, BKNG, ABNB, DKS, NKE, SPOT
• Women’s sports keep winning: Media and retail proxies, not team ownership. (by Jules Park) NFLX, DIS, CMCSA, FOXA, GOOGL, META, XLC, LYV
• Curry Inc.: The Athlete as Operator: Tracking Steph Curry's brand deals, Thirty Ink businesses and Penny Jar bets into listed markets (by AKA Studio) NKE, DECK, LULU, DIS, TKO, LYV, CRWD, NOW

Everyday life

• Cash keeps disappearing: The rails beneath every tap and checkout. (by AKA Studio) V, MA, PYPL, XYZ, COIN, SHOP, SE, MELI
• The Cramer Trust Tracker: Mad Money's balanced barbell: beaten-down megacap tech on one side, defensive cash-flow on the other. (by AKA Studio) NVDA, AAPL, MSFT, AMZN, JNJ, HD, COST, MRK
• Shopping leaves the storefront: Software, logistics, and the digital checkout. (by AKA Studio) SHOP, AMZN, WMT, V, MA, PYPL, GOOGL, DASH
• Small businesses bounce back: Broad exposure with imperfect business proxies. (by AKA Studio) IWM, XLI, COF, JPM, HBAN, KKR, SHOP, PYPL

For learning only. Not investment advice.