AI & AI-adjacent stocks up 100%+ in the last 12 months — fundamentals reality check.
Static · May 11, 2026
⚡ The AI Trade — Money In vs Money Earned
$5.68T
Total Market Cap
Gross capital invested
$539B
Total Revenue (TTM)
Actual sales last 12mo
10.5x
Aggregate P/S
Market pays $10 per $1 of sales
17 / 27
Profitable
10 still losing money
+440%
Avg TTM Return
12-month price gain
The bet:$2.4 trillion of market value is chasing $239B of actual revenue. Investors are pricing in 10x current sales — betting these companies grow into the valuation. The 7 unprofitable names ($88B combined revenue, $148B+ market cap) carry the most asymmetric risk.
Reality Check legend:Justified earnings & growth support price.
Stretched growing fast but valuation rich.
Disconnected pre-revenue or extreme P/S.
The AI Trade — Live Aggregate
Total market cap of all 27 stocks (live) vs. total trailing-12-month revenue (static). Updates every 60 seconds.
Market Cap
$5.68T
—
Revenue
$539B
static (TTM)
P/S Multiple
10.5x
premium
Filter
TTM Return — visual ranking
Trailing 12-month price return, sorted descending
Valuation vs Return
Forward P/E (x) vs TTM Return % (y). Bubble = market cap. N/M placed at right edge.
ChipsCloudStorageEnergyQuantum
Today's Movers — live % change (requires API key)
Live intraday price change vs previous close. Green up, red down. Updates every 60 seconds.
Market Cap vs Revenue — the disconnect, per company
Blue line = market cap. Green line = TTM revenue. Shaded area between = the AI premium investors are paying.
Today's Top Gainers
The 5 stocks moving up the most right now. Refreshes with live data every 60s.
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