New 160 names across 26 themes

Write what you believe.
See what it holds.

One sentence about the next decade goes in. A weighted portfolio comes out — and every single weight carries the reason it earned its size.

igitur.xyz/b/compute-is-the-binding-constraint
I believethat compute is the binding constraint on AI, not model design.
Compute buildoutAggressive3–5 years7 holdingsConfidence 54%
NVDA20.5%
TSM18.3%
ASML15.7%
AVGO13.8%
MU12%
VRT9.7%
SGOV10%
Lead positionConviction, descendingBallastWidths are weights · total 100%

26 themes, each with a written thesis and both sides of the argument

Compute buildoutGrid and load growthNuclear restartHealthspanPhysical labour automationLast-mile logisticsOrbital logisticsError-corrected quantumRearmamentWater scarcityTokenised marketsMedia consolidationBanking and creditHousing shortageCritical mineralsCyber defencePayments rewiringManufacturing relocationFood and agricultureClimate risk repricingAttention and brandsSoftware after agentsExperience spendingAgeing societiesStorage and flexibilitySkills and trainingCompute buildoutGrid and load growthNuclear restartHealthspanPhysical labour automationLast-mile logisticsOrbital logisticsError-corrected quantumRearmamentWater scarcityTokenised marketsMedia consolidationBanking and creditHousing shortageCritical mineralsCyber defencePayments rewiringManufacturing relocationFood and agricultureClimate risk repricingAttention and brandsSoftware after agentsExperience spendingAgeing societiesStorage and flexibilitySkills and training
Features

Research you can actually check.

Most tools hand you a list. Igitur hands you a list, the reasoning behind every line, the argument that would break it, and a page explaining exactly how the weights were set.

A reason on every holding

No weight appears without a sentence explaining what it is doing there. Remove any line and the rest reweight in front of you.

20.5%Nvidia
Sits on the critical path of nearly every frontier training run.
NVDA · Equity · $7.24 · $52B · Compute buildout
18.3%Taiwan Semiconductor
Leading-edge dies are fabricated here or they are not fabricated.
TSM · Equity · $76.43 · $58B · Compute buildout
15.7%ASML
Sole supplier of EUV lithography; there is no second source.
ASML · Equity · $337.84 · $287B · Compute buildout

Both sides, every time

A tool that only argues one way is a sales page.

The case for
Frontier training runs are gated by physical supply, not ideas.
The case against
Every capex supercycle in semiconductors has ended in a glut.

Weighted by conviction

Not equal weight. Not market cap. Size follows how directly a name carries your claim, and the formula is published.

Every book has an address

Send it to anyone. They open the exact same book, weight for weight. No account, nothing stored.

igitur.xyz/b/compute-is-the…Copy

Honestly benchmarked

The index is shown whether or not it flatters the book — and plenty of books lose to it.

It tells you when it doesn’t know

Write a premise outside the universe and Igitur stops, says so, and shows you what it does cover — instead of assembling a plausible-looking portfolio out of whatever was nearest. That refusal is the most important feature on this page.

I believe that my cat will become mayor
No theme in this universe carries that claim.
Nothing was generated. Pick a written thesis, or name a specific constraint, industry or resource.
How it works

Three steps, no spreadsheet.

1

Read the claim

Your sentence is matched against 26 written theses, with negative terms that stop a claim landing in the wrong sector.

2

Assign the weight

Each candidate carries a published conviction score. Size follows that score through a formula you can read, capped so no name dominates.

3

Show the working

Every holding arrives with its reason, its role, its price, and the case that would break it. Edit anything and the book reweights.

160
names in the universe
26
themes with a written thesis
5–8
holdings per book
100%
of weights carry a reason
The difference

Two ways to own an idea.

The usual way
With Igitur
What you start from
A ticker someone posted
A claim you can state
How it gets sized
Whatever felt right
Weighted to conviction
What you end up with
Unrelated positions
One coherent thesis
Why you own each thing
You can't quite say
Written, per holding
The other side of the trade
You never looked
Shown next to the case for
How the numbers were set
Nobody says
Published methodology
When it doesn't know
It answers anyway
It stops and says so
Community

The tool is free. The token is for the expensive part.

$IGITUR

Fixed supply of 1 billion on Robinhood Chain. It gates higher generation limits, published books, creator rewards and governance — not the research, which stays free.

Contract addressComing soon
Read the tokenomics

Two official channels

The contract address appears on this site and on X at the same moment, and nowhere else first. There is no presale, no whitelist and no team wallet taking deposits. Nobody from this project will message you first.

You already have a view. Go hold it properly.

Free, unlimited, no account and no wallet needed. Nothing here places an order — taking a position stays your decision.