AI Industry Reports

28 Industries. One Question Each: What Does AI Actually Do to This Sector?

Detailed AI disruption analysis for every major stock market industry. Not opinions. Not hype. Structured analysis across 8 dimensions, 5 time horizons, and 167 cross-industry connections.

Every brokerage gives you the same data: PE ratios, analyst ratings, 52-week ranges. Numbers about where a stock has been.

These reports answer a different question: where is this industry going as AI restructures it over the next 1, 2, 3, 5, and 10 years?

Each report covers one of the 28 industries that make up the AI vs Stocks Matrix — the same engine used by our full members to run custom scenarios and stress-test portfolios.

The 28 Industries

Cloud Platforms
Enterprise SaaS
Chip Design (Fabless)
Foundry & Equipment
Big Pharma
Biotech-AI
Banks
Insurance
Diversified Financials
Healthcare
Energy
Utilities
Real Estate
Automobiles
Transportation
Capital Goods
Materials
Retailing
Consumer Discretionary
Consumer Durables
Consumer Services
Food & Beverage
Food Retail
Household & Personal
Media
Comm Services
Telecom
Tech Hardware

What Each Report Covers

Every industry report includes:

Plus: The Synthesis Matrix Report

A 29th report that pulls all 28 industries together. Shows the full cross-industry cascade map, identifies the highest-risk and highest-opportunity sectors, and explains how the 167 connections between industries create chain reactions that single-industry analysis misses entirely.

Plus: Market Crash Scenario Report

What happens to all 28 industries if a major market downturn hits during the AI transition? This report stress-tests every sector under crash conditions — showing which industries are most exposed, which hold up, and how the 167 cross-industry cascade effects amplify or dampen the damage.

Who This Is For

Self-directed investors who hold stocks or ETFs across multiple sectors and want to understand how AI restructures the industries behind their holdings — not just which companies "use AI."

Financial advisors looking for structured, source-backed research to share with clients who are asking about AI's impact on their portfolios.

Anyone who's tired of hot takes. These reports don't tell you what to buy. They tell you what's structurally changing in each industry and when — so you can make your own decisions with real information.

Get All 28 Reports + Synthesis Matrix + Crash Scenario

$37

One-time purchase. All 30 reports, yours to keep.

  • 28 individual industry AI impact reports
  • 1 synthesis matrix report (cross-industry cascade overview)
  • 8-dimension analysis per industry
  • 5 time horizons per industry (1, 2, 3, 5, 10 years)
  • Boom, Base, and Doom scenario breakdowns
  • 150+ cross-industry connections mapped
  • Market Crash Scenario report — all 28 industries stress-tested under downturn conditions
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Full members get the interactive AI vs Stocks Matrix, Portfolio X-Ray, custom What-If scenarios, and weekly score updates. Reports are included — always up to date, always reflecting the latest data.

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