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This guide covers researching a whole sector rather than a single stock. Use it when you want to understand an industry, find the best names within it, or get oriented in a space before picking individual companies. The Skills behind this workflow are Sector Radar and Deep Research.

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When to use this

  • Entering a new sector and wanting the lay of the land
  • Finding the strongest companies within a theme
  • Understanding what is driving a sector’s moves
  • Building a shortlist to research individually

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Step 1: Map the sector

Start with a scan to see the structure: 
Run Sector Radar on [sector]. Show the leaders and laggards, relative strength, key metrics, and what's driving the dispersion within the group.
This gives you the shape of the sector: who is winning, who is lagging, and why.

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Step 2: Understand the drivers

Go a level deeper on what moves the whole group: 
Do a deep dive on [sector]. What are the structural drivers, the key risks, the secular trends, and which companies are best positioned for them?
A sector’s leaders only matter if you understand what they are leading on.

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Step 3: Build a shortlist

From this analysis, give me the 5 names most worth researching in detail, with the one reason each makes the shortlist.

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Step 4: Go deep on the best names

Hand the shortlist to single-stock workflows: 
Analyze [top name from shortlist] in detail, focused on the sector drivers we identified.

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Common mistakes

  • Confusing the hot name with the best name. The most-discussed company is not always the best investment in the sector.
  • Skipping the drivers. If you do not understand what powers the sector, you cannot judge which companies are durably positioned.
  • Casting too wide. Define the sector precisely; “AI” is not a sector, “AI data center infrastructure” is closer.

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Prompt variations

Map the [sector] supply chain and identify the public companies at each layer.

Which sub-segment of [sector] has the best fundamentals right now, and which names lead it?