A canonical research database for the buildout of AI.
NerdStreet is an append-only Evidence Ledger and scoring system tracking public-company exposure to the physical infrastructure of intelligence — data centers, power, compute silicon, memory, cooling, networking, robotics, and quantum.
Evidence Ledger
Append-only, correctable, workspace-scoped.
Automated Scoring
Zero-based Evidence Score & Convergence, methodology-versioned.
Packet Import
Paste a ChatGPT research packet. Validate, dedupe, commit.
Portfolio Coverage
Map holdings against infrastructure systems.