On quiet days in the stock market, you sometimes find yourself wondering... what's next? What little companies, with no fame or fanfare today, will become economic juggernauts over the next 10 years? Unfortunately, this is usually where people start guessing — or listening to the next guy, who's also guessing. But AI changes one important part of the problem. A human investor can only keep track of so many industries, themes and companies at once. Software doesn't have that limitation. Sharestep maps listed companies into tens of thousands of highly specific economic niches, then continuously scans them for signs that something interesting is happening. Nobody has to think of the niche first. Nobody has to type the search query. When some obscure corner of the market starts coming to life, the system can surface it. That's the idea behind sharestep.co. No market hocus-pocus. Just a field of view that would be impractical for one person to maintain.

When you invest actively in thematic ETFs, do you actually know what's happening to your money? Take $BUG, one of the best performing ETFs this week, up +6.7%, focused on the cybersecurity industry. But take a closer look. Not all is as it seems. Cybersecurity, like any industry, has its own sub-industries, product lines and business models. Turns out, one of those has been flying recently... Secure web gateway software. Up +8.1% in a week, beating $BUG by 1.4 percentage points. Names $NTSK, $ZS and $FTNT are on fire. Why? Well, the internet is quickly becoming a swarm of automated AI processes. Servers are being inundated with inorganic activity. And so every needs to build a fortress around their infrastructure. Increasingly, ETFs are just an aid to show you where to look for alpha. But to spot the things others aren't seeing, you need tools that take you a little further than that. $CIBR $CRWD $SPY $QQQ

A few weeks ago, @nikitabier gifted investors a pretty big insider tip. He said bot management systems would be one of the biggest growth industries of the coming years. Then something strange happened. You're not going to get meaningful exposure to something as granular as "bot management systems" with $ARKK and chill. You need a much higher-resolution view of the market to invest in a niche like bot management. And it just so happens that in early September, a concentrated basket of bot management stocks started to rally. Names like $AKAM, $FSLY and $RDWR. Increasingly, if you want the extra alpha, you need tools that can pinpoint ideas like these quickly enough to act on them.

This one's for the chart wizards. We've now got a candlestick view in the dashboard. Not a full charting suite yet, but pretty damn useful for getting a quick read. Open niche ➜ Create dashboard ➜ Line setting

Pretty risk-off market, with $QQQ down over 5 days. But broad weakness can hide pockets of strength if you've got the right tools. Take $ARKG. Best performing ETF in a week, up +2.7%. It gives broad exposure to genomics... but broad exposure smooths over the fine details. Here's something better. We track over 40,000 stock micro-niches, going deeper than broad industry and sector sweeps (including in biotech and genomics). Right now, library preparation kit businesses are up +11.7%... a full 9 percentage points ahead of ARKG. Names include $ILMN, $TXG and $NAUT (an innovative proteomics business). Whatever the headlines or broad market movement, there can be very different things happening underneath. It's about finding them... And sharestep.co just makes that easier.

By popular demand, you can now search all our stock niches. I personally was really missing this feature. You can check in on just about any concentrated stock niche. If it's in the market you'll probably find it.

In fertilizer world, the war has been long $IPI and short $MOS. Intrepid is a domestic U.S. producer. Mosaic has a dependency on Hormuz sulfur. If a full deal is reached with a shipping access reset, I'd expect that pattern to reverse. Watch those stocks for the answer.

Since I posted this in the morning: $ENPH ⬆️ +10.16% today +44.63% in 5 days $SEDG ⬆️ +22.93% today +49.76% in 5 days $SHLS ⬆️ +11.31% today +17.92% in 5 days

🔴 SIGNAL ALERT — AI isn’t killing cybersecurity. It’s making it more valuable. Our AI cybersecurity tracker surged over the last 5 days: $PANW +19.4% $NXDR +16.7% $CRWD +15.7% +4 others. The AI arms race is creating new attack surfaces. ⬇️

🔴 AI SCAN 🇬🇧 — Nobody talks about British tech stocks. The UK market is a dark horse. So I scanned for UK tech names with strong balance sheets + momentum. Top 3M performers: $RPI +138.4% $FTC +81.7% +8 others. Quietly, UK tech is flying. ⬇️

🔴 SIGNAL ALERT — People missed the week's biggest move. After the silver hype faded, attention moved back to AI and chips. Now silver miners are quietly ripping again. Over 5 days: $EXK +22.8% $AG +19.8% +3 others. Our top-performing signal tracker. ⬇️

🔴 SIGNAL ALERT — AI was supposed to kill cybersecurity. A few weeks ago, people said AI agents would make security software irrelevant. Today, our cybersecurity tracker overtook advanced semiconductors. Over 1M: $FTNT +48.7% $CRWD +39.2% + 7 others. The narrative lost. ⬇️

Just ran a quick screen across space industry stocks, ranking by balance sheet quality and momentum. $RKLB and $PL made the top 10. $ASTS was further down, penalised by poorer margins and debt ratios.

🔴 AI SCAN — Shorts are circling semiconductors. The chips trade is getting frothy. So I scanned for semiconductor stocks with the biggest monthly rise in short interest. Biggest increase in shorting: $WOLF +4.3% $SWKS +2.3% + 8 others. Some major names in the top 10. ⬇️

🔴 AI SCAN — People are missing the space race winners. $RKLB crushed earnings. But I scanned satellite stocks YTD, and other names are leading: $SPIR +134.3% $IRDM +128.5% + 8 others ⬇️ The biggest winners aren't always in the headlines.

🔴 AI SCAN — People missed tech's biggest gains. While everyone watched $AMD, I ran a scan across mid-cap tech names. Top gainers over 5 days: $GBTG +65.7% $RIOT +45.9% + 8 others ⬇️ All between $2B and $8B market cap. Why are these stocks breaking out?