Market Inflection Agent

Know when a market changes shape.

Market Inflection Signals are a thin interpretation layer built on top of SMI (Signal Momentum Index). They surface scarce, higher-order judgments when sustained SMI (Signal Momentum Index) acceleration suggests a structural market shift—then show the evidence trail.

SMI (Signal Momentum Index): A normalized measure of signal strength, velocity, and novelty over time.

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What Market Inflection is

A thin judgment layer that interprets SMI (Signal Momentum Index) patterns to tell you when a market is structurally shifting. It aggregates signals across multiple entities and emphasizes sustained acceleration, spread, and alignment factors to surface rare, high-confidence inflections.

Not a prediction: it’s evidence-backed prioritization. Use it to focus diligence, align teams, and decide what follow-up evidence would confirm or invalidate the shift.

Why it’s different

Scarce by design
Signals only when evidence crosses a high bar.
Market-level
Looks for coordinated movement across multiple companies.
Acceleration-first
Emphasizes turning points (second derivative), not noise.
Explainable
Each judgment includes rationale and an evidence trail.

The four triggers

The agent looks for these causal patterns—then combines them into an opinionated verdict with evidence.

Multi-entity acceleration
Multiple companies in a market show week-over-week signal lift (spread, not a one-off).
Second-derivative momentum
Acceleration (change in the rate of change) that often marks turning points.
Regulatory / platform alignment
Policy and platform dynamics reinforce adoption timing and durability.
Substitution pressure
Incumbents and challengers diverge—attention and momentum shift toward new winners.

The four classification states

A thin, explainable classification layer that helps you interpret what the agent is seeing.

Keep an Eye On
Early conditions are forming, but this isn’t yet a durable shift.
What it means: Early coordination forming
Breaking Out
Signals are spreading and accelerating—act and validate quickly.
What it means: Broadening + accelerating
Overheating
Momentum is elevated, but the pace is peaking—expect more noise.
What it means: Peak pace / noisy phase
Fading Fast
Momentum is rolling over—treat the spike as transient unless reinforced.
What it means: Rolling over

Example “Inflection Card”

This is what you’ll see in SignalMax: a verdict, a causal narrative, and evidence you can inspect.

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Inflection Verdict

Market Inflection: Breaking Out

AI Infrastructure · High confidence (88%)
Inflection score
92
Signals are spreading and accelerating—this is a market-level shift worth acting on.
Why this market is changing now
  • Multi-entity acceleration: multiple companies show week-over-week signal lift.
  • Second-derivative momentum: the pace of change is accelerating (turning point behavior).
  • Regulatory / platform alignment: policy + platform dynamics reinforce adoption timing.
  • Substitution pressure: incumbents and challengers diverge in attention and momentum.
Inflection detection emphasizes acceleration and spread—not just an absolute score.
Companies contributing
NVIDIA
CoreWeave
Databricks
Included because they show meaningful deltas consistent with spread.
Themes reinforcing
GPU supply
Inference economics
Enterprise adoption
Themes that recur across the cited evidence.
Industries affected
Cloud infrastructure
Enterprise software
Semiconductors
Best-effort inference from evidence companies and content.

FAQ

Clear answers for confidence and correct usage.

Is this a prediction?
No. Market Inflection is an evidence-backed prioritization signal. It tells you a market is structurally shifting based on observed acceleration, spread, and alignment factors—then provides the rationale and evidence so you can validate it.
How do I use it?
Use it to prioritize diligence: assign research, align your team, decide what follow-up evidence would confirm or invalidate the verdict, and trigger targeted outreach or monitoring.
How is it delivered?
Through an agent system: Market Inflection alerts, a Market Inflections section at the top of your daily digest, and an audit-friendly evidence trail (content + rationale).
Scarce, explainable signals—delivered daily

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