Steamboat
p/steamboat
Real filings. Zero spin
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3h ago

Steamboat - Real filings. Zero spin

Everyone's debating whether AI spending is a bubble, but most of that debate runs on opinion, not numbers. Steamboat pulls capex, free cash flow, and lease data straight from SEC filings for 29 AI infrastructure companies (hyperscalers, chipmakers, neoclouds, data center REITs, power utilities), turning it into one leverage score per company. Free tier covers 12 companies. Pro unlocks all 29, plus historical trends, alerts, and a tracker for the AI boom's actual financing deals.