The falsifiable claim, up front: a hard-to-fake signal firing on a private company up to 359 days before its funding round was announced — the measured lead, not a boast.
This is the proof. Every holding below is a company we tracked and scored while it was private, matched to its live public quote. Our conviction ordering (internal venture signal), against the market's verdict.
| ticker | company | our rating | price | momentum | 52-week range | vol |
|---|---|---|---|---|---|---|
| CRWV | CoreWeave | 79 | $89 | -11.5% | $61–$153 | 108% |
| PLTR | Palantir | 69 | $167 | +30.7% | $106–$208 | 81% |
| CGTX | Cognition | 45 | $0.96 | -14.2% | $0.55–$3.83 | 115% |
| SNOW | Snowflake | 33 | $329 | +41.3% | $118–$385 | 52% |
| ABCFF | Abacus | — | $0.02 | 0.0% | $0.01–$0.04 | 123% |
| APP | AppLovin | — | $324 | -34.8% | $298–$746 | 69% |
| GTAO | BitTensor | — | $5.37 | -35.3% | $3.98–$20 | 107% |
| KLAR | Klarna | — | $14 | -14.8% | $12–$47 | 68% |
The whole AI-infrastructure cohort. A broad umbrella — companies here span many stages and sub-markets, so market-level comparison is coarse.
no rounds · 120dInfrastructure that runs models in production — serving, GPU cloud, and high-throughput inference.
7 rounds · $3.5B 120d ▲Platforms and backends developers build on.
2 rounds · $600M 120d ▲Monitoring, evaluation, and quality tooling for AI systems in production.
1 round · $200M 120dGovernance, security, and compliance controls for enterprise AI.
1 round · $107M 120dAI applied to clinical and healthcare workflows.
1 round · $107M 120d newFrameworks and tooling for building agents that take actions on a user’s behalf.
1 round · $100M 120dUnified interfaces that route, proxy, and manage traffic across many model providers.
1 round · $40M 120d newSearch infrastructure built for embeddings and retrieval-augmented AI.
no rounds · 120d
