# Rotation Dashboard

> Personal investment-research dashboard tracking AI capex, macro regime, semiconductor supply chain, neoclouds, eVTOL, and per-ticker business breakdowns.

The site at https://rotation-dashboard.pages.dev is a JavaScript SPA. The endpoints below are static JSON / markdown / HTML — fetch them directly instead of parsing the rendered UI.

## Business Breakdowns

Single-page investment dashboards per ticker. Index updated 2026-06-01T18:46:55Z.

- [Breakdowns index (JSON)](/data/business-breakdowns/index.json): Catalog of all available ticker breakdowns.
- [ACHR breakdown (HTML)](/data/business-breakdowns/ACHR/index.html): ACHR Business Breakdown. Sources at /data/business-breakdowns/ACHR/sources.md.
- [ASML breakdown (HTML)](/data/business-breakdowns/ASML/index.html): ASML Business Breakdown. Sources at /data/business-breakdowns/ASML/sources.md.
- [ASTS breakdown (HTML)](/data/business-breakdowns/ASTS/index.html): ASTS Business Breakdown. Sources at /data/business-breakdowns/ASTS/sources.md.
- [BE breakdown (HTML)](/data/business-breakdowns/BE/index.html): BE Business Breakdown. Sources at /data/business-breakdowns/BE/sources.md.
- [CLSK breakdown (HTML)](/data/business-breakdowns/CLSK/index.html): CLSK Business Breakdown. Sources at /data/business-breakdowns/CLSK/sources.md.
- [CRWV breakdown (HTML)](/data/business-breakdowns/CRWV/index.html): CRWV Business Breakdown. Sources at /data/business-breakdowns/CRWV/sources.md.
- [GLW breakdown (HTML)](/data/business-breakdowns/GLW/index.html): GLW Business Breakdown. Sources at /data/business-breakdowns/GLW/sources.md.
- [HUMA breakdown (HTML)](/data/business-breakdowns/HUMA/index.html): HUMA Business Breakdown. Sources at /data/business-breakdowns/HUMA/sources.md.
- [IPWR breakdown (HTML)](/data/business-breakdowns/IPWR/index.html): IPWR Business Breakdown.
- [IREN breakdown (HTML)](/data/business-breakdowns/IREN/index.html): IREN Business Breakdown. Sources at /data/business-breakdowns/IREN/sources.md.
- [MRVL breakdown (HTML)](/data/business-breakdowns/MRVL/index.html): MRVL Business Breakdown. Sources at /data/business-breakdowns/MRVL/sources.md.
- [MU breakdown (HTML)](/data/business-breakdowns/MU/index.html): MU Business Breakdown. Sources at /data/business-breakdowns/MU/sources.md.
- [NBIS breakdown (HTML)](/data/business-breakdowns/NBIS/index.html): NBIS Business Breakdown. Sources at /data/business-breakdowns/NBIS/sources.md.
- [NOW breakdown (HTML)](/data/business-breakdowns/NOW/index.html): NOW Business Breakdown. Sources at /data/business-breakdowns/NOW/sources.md.
- [PL breakdown (HTML)](/data/business-breakdowns/PL/index.html): PL Business Breakdown. Sources at /data/business-breakdowns/PL/sources.md.
- [SNPS breakdown (HTML)](/data/business-breakdowns/SNPS/index.html): SNPS Business Breakdown. Sources at /data/business-breakdowns/SNPS/sources.md.

## Core data endpoints

- [/data/agent_external_candidates.json](/data/agent_external_candidates.json): External-candidate tickers Scout is monitoring.
- [/data/agent_scout.json](/data/agent_scout.json): Scout tab — agent-flagged events and emerging stories.
- [/data/agent_sources.json](/data/agent_sources.json): Source list backing the Scout agent.
- [/data/alert_state.json](/data/alert_state.json): Signal-alert dedup state.
- [/data/chipbook_gpu_price_history.json](/data/chipbook_gpu_price_history.json): Historical GPU pricing series for the ChipBook tab.
- [/data/chipbook_public.json](/data/chipbook_public.json): ChipBook — semiconductor capex, GPU pricing, supply chain signals.
- [/data/cross_asset.json](/data/cross_asset.json): Cross-asset performance grid (equities, rates, FX, commodities, crypto).
- [/data/current_positions.json](/data/current_positions.json): Active positions snapshot.
- [/data/daily_shot.json](/data/daily_shot.json): Daily Shot — curated cross-asset chart picks of the day.
- [/data/economy.json](/data/economy.json): Economy tab data — FRED series, recession indicators, leading data.
- [/data/evtol.json](/data/evtol.json): eVTOL tab — ACHR / JOBY / EHANG operational and certification signals.
- [/data/huma_catalyst.json](/data/huma_catalyst.json): Catalysts tab — HUMA catalyst tracker.
- [/data/huma_catalyst_state.json](/data/huma_catalyst_state.json): State backing the HUMA catalyst pipeline.
- [/data/hyperscaler_signals.json](/data/hyperscaler_signals.json): Hyperscaler capex / capacity / hiring signals (MSFT/META/GOOG/AMZN/ORCL).
- [/data/investment_committee.json](/data/investment_committee.json): Investment Committee snapshot — current views and conviction levels.
- [/data/iren_build_tracker.json](/data/iren_build_tracker.json): IREN data center build progress (Childress + Sweetwater).
- [/data/iren_jobs.json](/data/iren_jobs.json): IREN hiring postings — real-time signal.
- [/data/iren_jobs_history.json](/data/iren_jobs_history.json): Historical IREN hiring postings.
- [/data/macro_signal_records.json](/data/macro_signal_records.json): Historical record of macro signal state transitions.
- [/data/macro_signals.json](/data/macro_signals.json): Macro regime signals (cross-asset, rates, breadth, volatility).
- [/data/market_regime.json](/data/market_regime.json): HMM market regime — 2-state Gaussian HMM on SPY (Bull/Bear, P(flip), transition matrix, 90d history).
- [/data/predict.json](/data/predict.json): Predict tab — basket-level forward predictions.
- [/data/predict_stocks.json](/data/predict_stocks.json): Predict tab — single-stock forward predictions.
- [/data/screener.json](/data/screener.json): General-purpose stock screener output.
- [/data/screener_pass_history.json](/data/screener_pass_history.json): History of screener-pass events for tracked tickers.
- [/data/screener_reference.json](/data/screener_reference.json): Reference data backing the screener (universe, metadata).
- [/data/situational_awareness_13f_state.json](/data/situational_awareness_13f_state.json): 13F-monitor state (positions tracked across notable filers).
- [/data/social.json](/data/social.json): Social-sentiment aggregate (Twitter/Substack/Reddit-derived).
- [/data/substack_articles.json](/data/substack_articles.json): Substack feed — recent investment-research articles.
- [/data/substack_corpus_summary.json](/data/substack_corpus_summary.json): Aggregate summary across the Substack corpus.
- [/data/substack_sources.json](/data/substack_sources.json): Source list of Substacks the dashboard monitors.
- [/data/summary_rotation.json](/data/summary_rotation.json): Rotation tab summary across all baskets (relative strength, breadth).
- [/data/theme_screener.json](/data/theme_screener.json): Theme-based screener results.
- [/data/themes.json](/data/themes.json): Active investment themes the dashboard tracks.

## Static directories

- /data/business-breakdowns/: Per-ticker investment dashboards (single-page HTML + sources.md). See index.json for the catalog.
- /data/agent-scout-briefs/: Scout-generated research briefs (markdown).
- /data/basket_divergence/: Per-basket options-divergence series (call/put skew, IV term structure).
- /data/watchlist_divergence/: Per-ticker options-divergence series for the personal watchlist.
- /data/skew_history/: Historical skew computations per ticker.
- /data/iren_satellite/: Satellite-imagery snapshots tracking IREN data center construction.

## Other JSON endpoints

Auto-discovered, no curated description yet:

- /data/chipbook_gpu_wayback_backfill.json
- /data/econ_alerts_state.json
- /data/gpu_tape.json

## Notes for agents

- All data is read-only and same-origin; CORS is permissive for these paths.
- Refresh cadence varies by file (intraday for signals/social, daily for economy/screener, weekly for breakdowns).
- Each JSON file includes its own `updated` or timestamp field where applicable.
- Business breakdowns are self-contained HTML pages designed to be readable as-is.