coil · ai-infrastructure-coil · v1

AI Infrastructure Coil

whisper · The AI buildout pays the picks-and-shovels layer first

paper onlyFork this Coil MCP setup pack

Coil Health

85/100

structure heuristic

Holdings

Σ 10,000 bps

Fuses

all binding

Drift threshold

5.0%

hybrid

Forks

mock count

thesis

AI capex is a multi-year buildout: GPUs, memory, networking, power, and the clouds that rent them. This basket coils around the infrastructure layer rather than any single model lab — if inference demand grows, the toll collectors get paid regardless of which lab wins. Educational research output — not investment advice, not a recommendation, no guarantee of returns. Stock Tokens are not underlying stock ownership and are unavailable in many jurisdictions. Simulated results do not reflect real trading.

holdings · 7 assets · Σ 10,000 bps

Ticker	Weight	Canonical address	Broker symbol	Mock price	Oracle	Feed	Rationale
NVDA	30.0%	0xd060…9EEC	NVDA	$68.40	OK	feed pinned · 0x379E…9F15	Dominant AI accelerator supplier; the toll booth of training.
AMD	15.0%	0x8692…3fdC	AMD	$523.39	OK	feed pinned · 0x943A…2C72	Credible second source as buyers diversify accelerators.
MU	12.0%	0xfF08…4afD	MU	$840.03	OK	feed pinned · 0x425E…d596	HBM memory is the binding constraint on accelerator supply.
CRWV	13.0%	0x5f10…49C3	CRWV	$184.83	OK	feed pinned · 0xe1b3…487C	Pure-play GPU cloud levered to inference demand.
ORCL	10.0%	0xb099…EE03	ORCL	$451.53	OK	feed pinned · 0x0e6a…A844	AI datacenter backlog and OCI capacity buildout.
MSFT	12.0%	0xe932…2e74	MSFT	$152.29	OK	feed pinned · 0x45C3…Af2E	Hyperscaler with model distribution and enterprise lock-in.
BE	8.0%	0x822C…1867	BE	$491.09	OK	no published feed	Datacenters need power yesterday; on-site generation angle.

risk fuses · 11 binding constraints

⛨ No position may exceed 40.0% of the strategy.
⛨ No single order above $750.
⛨ Daily turnover capped at 25.0% of the book.
⛨ Explicit human confirmation for any order above $200.
⛨ Orders only during regular market hours.
⛨ No options, ever.
⛨ No margin, ever.
⛨ No crypto.
⛨ No leveraged ETFs.
⛨ Stop if any referenced price feed is stale, paused, or unavailable.
⛨ Stop if the Coil's receipt hash no longer matches the manifest.

triggers · when this coil asks for attention

• Drift threshold — review when any weight drifts 5.0% from target.
• Manual review — a human rereads the thesis before any session.

compile for robinhood mcp · mode-gated

This Coil is paper_only — the safest mode and the default. No execution capsule compiles here by design. Fork it, choose preview_only or human_confirm in the editor, and compile from there.

Fork & choose a mode Robinhood MCP setup pack

hiss · coil playbook

AI Infrastructure Coil

paper

NVDA 30.0%
AMD 15.0%
MU 12.0%
CRWV 13.0%
ORCL 10.0%
MSFT 12.0%
+1

⛨ No position may exceed 40.0% of the strategy.
⛨ No single order above $750.
⛨ Daily turnover capped at 25.0% of the book.

hrcpt_b2c866db80062ded9572 · health 85/100paper playbook

Thesis artifact, not a performance claim. Not investment advice.

manifest · schema 1.0.0

{
  "schemaVersion": "1.0.0",
  "id": "hiss-c9fe5223",
  "slug": "ai-infrastructure-coil",
  "name": "AI Infrastructure Coil",
  "symbol": "hAIC",
  "tagline": "The picks-and-shovels of the model economy.",
  "thesis": "AI capex is a multi-year buildout: GPUs, memory, networking, power, and the clouds that rent them. This basket coils around the infrastructure layer rather than any single model lab — if inference demand grows, the toll collectors get paid regardless of which lab wins.\n\nEducational research output — not investment advice, not a recommendation, no guarantee of returns. Stock Tokens are not underlying stock ownership and are unavailable in many jurisdictions. Simulated results do not reflect real trading.",
  "creator": {
    "displayName": "HISS Strategist (mock)",
    "source": "human"
  },
  "chain": {
    "chainId": 4663,
    "name": "Robinhood Chain"
  },
  "mode": "paper",
  "status": "paper",
  "assets": [
    {
      "ticker": "NVDA",
      "tokenAddress": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
      "type": "stock",
      "weightBps": 3000,
      "rationale": "Dominant AI accelerator supplier; the toll booth of training.",
      "priceFeedAddress": "0x379EC4f7C378F34a1B47E4F3cbeBCbAC3E8E9F15",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "AMD",
      "tokenAddress": "0x86923f96303D656E4aa86D9d42D1e57ad2023fdC",
      "type": "stock",
      "weightBps": 1500,
      "rationale": "Credible second source as buyers diversify accelerators.",
      "priceFeedAddress": "0x943A29E7ae51A4798823ca9eEd2ed533B2A22C72",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "MU",
      "tokenAddress": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD",
      "type": "stock",
      "weightBps": 1200,
      "rationale": "HBM memory is the binding constraint on accelerator supply.",
      "priceFeedAddress": "0x425EEFdCf05ed6526C3cE61Af99429A228a6d596",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "CRWV",
      "tokenAddress": "0x5f10A1C971B69e47e059e1dC91901B59b3fB49C3",
      "type": "stock",
      "weightBps": 1300,
      "rationale": "Pure-play GPU cloud levered to inference demand.",
      "priceFeedAddress": "0xe1b3aABCAFAd1c94708dc1367dcfF8Aa4407487C",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "ORCL",
      "tokenAddress": "0xb0992820E760d836549ba69BC7598b4af75dEE03",
      "type": "stock",
      "weightBps": 1000,
      "rationale": "AI datacenter backlog and OCI capacity buildout.",
      "priceFeedAddress": "0x0e6a64a2B58A6693a531E6c555f3A5d042eEA844",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "MSFT",
      "tokenAddress": "0xe93237C50D904957Cf27E7B1133b510C669c2e74",
      "type": "stock",
      "weightBps": 1200,
      "rationale": "Hyperscaler with model distribution and enterprise lock-in.",
      "priceFeedAddress": "0x45C3C877C15E6BA2EBB19eA114Ea508d14C1Af2E",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "BE",
      "tokenAddress": "0x822CC93fFD030293E9842c30BBD678F530701867",
      "type": "stock",
      "weightBps": 800,
      "rationale": "Datacenters need power yesterday; on-site generation angle.",
      "uiMultiplierSupported": true
    }
  ],
  "rebalance": {
    "method": "hybrid",
    "cadence": "monthly",
    "driftThresholdBps": 500,
    "minTradeUsd": 10,
    "maxSlippageBps": 50
  },
  "risk": {
    "maxSingleAssetWeightBps": 4000,
    "allowNonCanonicalAssets": false,
    "oracleStalenessSeconds": 3600,
    "liveExecutionAllowed": false,
    "requiresJurisdictionCheck": false,
    "notInvestmentAdvice": true,
    "notes": [
      "Not investment advice. $HISS is research and simulation software.",
      "Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.",
      "Paper performance is simulated and does not reflect real execution, fees, or slippage."
    ]
  },
  "social": {
    "emoji": "🐍",
    "shareTitle": "AI Infrastructure Coil — a $HISS basket",
    "shareDescription": "The picks-and-shovels of the model economy.",
    "hashtags": [
      "HISS",
      "BasketWars",
      "RobinhoodChain"
    ]
  },
  "createdAt": "2026-07-01T00:00:00.000Z",
  "updatedAt": "2026-07-01T00:00:00.000Z"
}

coil receipt · deterministic fingerprint

All receipts →

coil_manifesthrcpt_b2c866db80062ded9572verifies against this coil

manifest hash: df30ad01b7710943f832beb05ddafd68417eb6034ab1285e481372ea5581349a
fuse checksum: 917972738aa395d8b8a5ea8a1926859b00c9961bc7d6521ebaada48e871aa68f

mode paper_only · humanConfirmationRequired true · liveOrderSent: false · anchoring: paper (local receipts — nothing onchain)

coil health · structure heuristic, not a forecast

85/100

thesis clarity65
tradability100
concentration72
fuse coverage100
data freshness86
oracle availability86
liquidity assumption57
rebalance sanity100
agent readiness100

Coil Health 85/100 — a structure/readiness heuristic (clarity, bounds, fuse coverage, feed availability). Never a prediction of returns.

shed policy

• Method hybrid · drift threshold 5.0%
• Min trade $10 · max slippage 0.5%
• Educational playbook — not investment advice. Paper mode by default.

Run a drift check →

risk notes · always free

• Not investment advice. $HISS is research and simulation software.
• Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.
• Paper performance is simulated and does not reflect real execution, fees, or slippage.

lineage

An original Coil — no parent. Forks of it will record ai-infrastructure-coil as their lineage.

thesis

holdings · 7 assets · Σ 10,000 bps

Ticker	Weight	Canonical address	Broker symbol	Mock price	Oracle	Feed	Rationale
NVDA	30.0%	0xd060…9EEC	NVDA	$68.40	OK	feed pinned · 0x379E…9F15	Dominant AI accelerator supplier; the toll booth of training.
AMD	15.0%	0x8692…3fdC	AMD	$523.39	OK	feed pinned · 0x943A…2C72	Credible second source as buyers diversify accelerators.
MU	12.0%	0xfF08…4afD	MU	$840.03	OK	feed pinned · 0x425E…d596	HBM memory is the binding constraint on accelerator supply.
CRWV	13.0%	0x5f10…49C3	CRWV	$184.83	OK	feed pinned · 0xe1b3…487C	Pure-play GPU cloud levered to inference demand.
ORCL	10.0%	0xb099…EE03	ORCL	$451.53	OK	feed pinned · 0x0e6a…A844	AI datacenter backlog and OCI capacity buildout.
MSFT	12.0%	0xe932…2e74	MSFT	$152.29	OK	feed pinned · 0x45C3…Af2E	Hyperscaler with model distribution and enterprise lock-in.
BE	8.0%	0x822C…1867	BE	$491.09	OK	no published feed	Datacenters need power yesterday; on-site generation angle.

risk fuses · 11 binding constraints

⛨ No position may exceed 40.0% of the strategy.
⛨ No single order above $750.
⛨ Daily turnover capped at 25.0% of the book.
⛨ Explicit human confirmation for any order above $200.
⛨ Orders only during regular market hours.
⛨ No options, ever.
⛨ No margin, ever.
⛨ No crypto.
⛨ No leveraged ETFs.
⛨ Stop if any referenced price feed is stale, paused, or unavailable.
⛨ Stop if the Coil's receipt hash no longer matches the manifest.

share card · a thesis artifact, never a performance claim

hiss · coil playbook

AI Infrastructure Coil

paper

NVDA 30.0%
AMD 15.0%
MU 12.0%
CRWV 13.0%
ORCL 10.0%
MSFT 12.0%
+1

⛨ No position may exceed 40.0% of the strategy.
⛨ No single order above $750.
⛨ Daily turnover capped at 25.0% of the book.

hrcpt_b2c866db80062ded9572 · health 85/100paper playbook

Thesis artifact, not a performance claim. Not investment advice.

{ "schemaVersion": "1.0.0", "id": "hiss-c9fe5223", "slug": "ai-infrastructure-coil", "name": "AI Infrastructure Coil", "symbol": "hAIC", "tagline": "The picks-and-shovels of the model economy.", "thesis": "AI capex is a multi-year buildout: GPUs, memory, networking, power, and the clouds that rent them. This basket coils around the infrastructure layer rather than any single model lab — if inference demand grows, the toll collectors get paid regardless of which lab wins.\n\nEducational research output — not investment advice, not a recommendation, no guarantee of returns. Stock Tokens are not underlying stock ownership and are unavailable in many jurisdictions. Simulated results do not reflect real trading.", "creator": { "displayName": "HISS Strategist (mock)", "source": "human" }, "chain": { "chainId": 4663, "name": "Robinhood Chain" }, "mode": "paper", "status": "paper", "assets": [ { "ticker": "NVDA", "tokenAddress": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC", "type": "stock", "weightBps": 3000, "rationale": "Dominant AI accelerator supplier; the toll booth of training.", "priceFeedAddress": "0x379EC4f7C378F34a1B47E4F3cbeBCbAC3E8E9F15", "uiMultiplierSupported": true }, { "ticker": "AMD", "tokenAddress": "0x86923f96303D656E4aa86D9d42D1e57ad2023fdC", "type": "stock", "weightBps": 1500, "rationale": "Credible second source as buyers diversify accelerators.", "priceFeedAddress": "0x943A29E7ae51A4798823ca9eEd2ed533B2A22C72", "uiMultiplierSupported": true }, { "ticker": "MU", "tokenAddress": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD", "type": "stock", "weightBps": 1200, "rationale": "HBM memory is the binding constraint on accelerator supply.", "priceFeedAddress": "0x425EEFdCf05ed6526C3cE61Af99429A228a6d596", "uiMultiplierSupported": true }, { "ticker": "CRWV", "tokenAddress": "0x5f10A1C971B69e47e059e1dC91901B59b3fB49C3", "type": "stock", "weightBps": 1300, "rationale": "Pure-play GPU cloud levered to inference demand.", "priceFeedAddress": "0xe1b3aABCAFAd1c94708dc1367dcfF8Aa4407487C", "uiMultiplierSupported": true }, { "ticker": "ORCL", "tokenAddress": "0xb0992820E760d836549ba69BC7598b4af75dEE03", "type": "stock", "weightBps": 1000, "rationale": "AI datacenter backlog and OCI capacity buildout.", "priceFeedAddress": "0x0e6a64a2B58A6693a531E6c555f3A5d042eEA844", "uiMultiplierSupported": true }, { "ticker": "MSFT", "tokenAddress": "0xe93237C50D904957Cf27E7B1133b510C669c2e74", "type": "stock", "weightBps": 1200, "rationale": "Hyperscaler with model distribution and enterprise lock-in.", "priceFeedAddress": "0x45C3C877C15E6BA2EBB19eA114Ea508d14C1Af2E", "uiMultiplierSupported": true }, { "ticker": "BE", "tokenAddress": "0x822CC93fFD030293E9842c30BBD678F530701867", "type": "stock", "weightBps": 800, "rationale": "Datacenters need power yesterday; on-site generation angle.", "uiMultiplierSupported": true } ], "rebalance": { "method": "hybrid", "cadence": "monthly", "driftThresholdBps": 500, "minTradeUsd": 10, "maxSlippageBps": 50 }, "risk": { "maxSingleAssetWeightBps": 4000, "allowNonCanonicalAssets": false, "oracleStalenessSeconds": 3600, "liveExecutionAllowed": false, "requiresJurisdictionCheck": false, "notInvestmentAdvice": true, "notes": [ "Not investment advice. $HISS is research and simulation software.", "Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.", "Paper performance is simulated and does not reflect real execution, fees, or slippage." ] }, "social": { "emoji": "🐍", "shareTitle": "AI Infrastructure Coil — a $HISS basket", "shareDescription": "The picks-and-shovels of the model economy.", "hashtags": [ "HISS", "BasketWars", "RobinhoodChain" ] }, "createdAt": "2026-07-01T00:00:00.000Z", "updatedAt": "2026-07-01T00:00:00.000Z" }

AI Infrastructure Coil

thesis

holdings · 7 assets · Σ 10,000 bps

risk fuses · 11 binding constraints

triggers · when this coil asks for attention

compile for robinhood mcp · mode-gated

share card · a thesis artifact, never a performance claim

Manifest JSON

coil receipt · deterministic fingerprint

AI Infrastructure Coil

thesis

holdings · 7 assets · Σ 10,000 bps

risk fuses · 11 binding constraints

triggers · when this coil asks for attention

compile for robinhood mcp · mode-gated

share card · a thesis artifact, never a performance claim

Manifest JSON

coil receipt · deterministic fingerprint