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AI Bubble Analysis Toolkit
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Systemic Risk Monitor

AI Bubble Analysis
Toolkit

Institutional-grade terminal for AI sector systemic risk verification, contagion analysis, and algorithmic asset protection protocols

68 Companies tracked
12 Risk factors
Q4 '25 Latest update
NWA AI Bubble Index™
73
Elevated Trend: ↑ Rising
0 Safe 25 50 75 100 Extreme

Market Dashboard

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Capital Protection Status
PEAK HIGH

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Recommended Actions

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Quick Stats

Market Snapshot
AI Leaders
Risk Analytics
Protocol Status

NASDAQ-100 vs NVDA (30 Days)

Early Warning Signals

Eight institutional-grade signals + Protocol triggers (T1-T5) monitored continuously.

Latest Alerts

Company Intelligence

68 companies analyzed through the lens of bubble risk. Each card includes protection protocols.

Contagion Map

Model the cascading impact of an NVIDIA shock across the AI ecosystem. Drag the slider to simulate.

NVIDIA Shock Scenario
-40%

NVIDIA DCF

Interactive discounted cash flow model with bubble-adjusted fair value.

Inputs

8.5%
25%
2.5%
25%

Results

Current Price
Fair Value (DCF)
Bubble-Adjusted FV
Upside/Downside
Recommendation

Analysis

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AI News Feed

Real-time RSS aggregation with sentiment analysis.

Positive: 0
Negative: 0
Neutral: 0
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AI Exposure Stress Test

Enter your holdings to calculate total AI exposure and model drawdown scenarios.

Your Portfolio
0%
Total AI Exposure
Soft Landing
AI Sector: -20%
Hard Correction
AI Sector: -40%
Dot-com Replay
AI Sector: -70%

Historical Overlay

Current AI cycle mapped against the Dot-com bubble (1995–2002). Time-indexed comparison.

Month 38
Current cycle position
Oct 1998
Dot-com equivalent
~18 months
Est. runway to structural risk

Methodology

The NWA AI Bubble Index™ is composed of 12 quantitative factors weighted by predictive power.