Sector Overview

The Technology sector is the largest and most dynamic sector in the market. It encompasses everything from semiconductor manufacturers like NVIDIA and AMD to cloud computing giants like Microsoft and Amazon, to social media platforms like Meta. The AI revolution has supercharged this sector, with data center spending at all-time highs and every company racing to build AI infrastructure. The Trap Ledger covers tech with a focus on the companies that are actually generating revenue from AI, not just the hype. Semiconductor supply chains, cloud computing margins, and the software companies that are embedding AI into their products are all part of our coverage. This is the sector that moves the entire market.