NWA TOOLKIT v5.4 — OPERATIONAL
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NWA Risk Proxy

AI Market Risk
Toolkit

NWA market-risk dashboard for AI sector monitoring, contagion proxy analysis, and portfolio scenario planning

68
12
Q4 '25
NWA AI Bubble Index™
Calculating NWA proxy

Market Dashboard

Market Risk Status
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Risk Playbook (not advice)

Quick Stats

Market Snapshot
AI Leaders
Risk Analytics
Protocol Status
Macro Stress Proxy
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VIX-derived, not yield curve
DXY Index
USD Strength
Fear & Greed Proxy
VIX-derived
S&P 500

NASDAQ-100 vs NVDA (30 Days)

Early Warning Signals

Eight NWA proxy signals + Protocol triggers (T1–T5). Data may be delayed, stale, or partially unavailable.

Latest Alerts

Company Intelligence

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

NVIDIA DCF

Interactive discounted cash flow model with bubble-adjusted fair value. Data: FY2025 consensus.

Inputs

8.5%
25%
2.5%
36%

Scenarios

Current Price
Bull Case Fair Value
Base Case Fair Value
Bear Case Fair Value
Bubble-Adjusted FV
Premium / Discount
Model Signal
Fair Value Range

Analysis

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AI News Feed

NWA intelligence aggregation with sentiment analysis.

Positive:
Negative:
Neutral:

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.