{"id":24641,"date":"2026-05-30T00:13:32","date_gmt":"2026-05-30T00:13:32","guid":{"rendered":"https:\/\/umang.pk\/2026\/05\/30\/nvidia-%d8%b3%db%92-%d8%a2%da%af%db%92-%d8%ac%db%81%d8%a7%da%ba-ai-%d8%a7%d9%86%d9%81%d8%b1%d8%a7%d8%b3%d9%b9%d8%b1%da%a9%da%86%d8%b1-%da%88%db%8c%d9%84%d8%b2-%d9%88%d8%a7%d9%82%d8%b9%db%8c-%d8%b8\/"},"modified":"2026-05-30T00:13:33","modified_gmt":"2026-05-30T00:13:33","slug":"nvidia-%d8%b3%db%92-%d8%a2%da%af%db%92-%d8%ac%db%81%d8%a7%da%ba-ai-%d8%a7%d9%86%d9%81%d8%b1%d8%a7%d8%b3%d9%b9%d8%b1%da%a9%da%86%d8%b1-%da%88%db%8c%d9%84%d8%b2-%d9%88%d8%a7%d9%82%d8%b9%db%8c-%d8%b8","status":"publish","type":"post","link":"https:\/\/umang.pk\/en_us\/2026\/05\/30\/nvidia-%d8%b3%db%92-%d8%a2%da%af%db%92-%d8%ac%db%81%d8%a7%da%ba-ai-%d8%a7%d9%86%d9%81%d8%b1%d8%a7%d8%b3%d9%b9%d8%b1%da%a9%da%86%d8%b1-%da%88%db%8c%d9%84%d8%b2-%d9%88%d8%a7%d9%82%d8%b9%db%8c-%d8%b8\/","title":{"rendered":"NVIDIA \u0633\u06d2 \u0622\u06af\u06d2: \u062c\u06c1\u0627\u06ba AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0688\u06cc\u0644\u0632 \u0648\u0627\u0642\u0639\u06cc \u0638\u0627\u06c1\u0631 \u06c1\u0648\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4"},"content":{"rendered":"\n<div id=\"\">\n<p>AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06cc \u062a\u062c\u0627\u0631\u062a \u067e\u0631 \u0639\u0627\u0645 \u0637\u0648\u0631 \u067e\u0631 \u0627\u06cc\u06a9 \u0635\u0627\u0641 \u062e\u06cc\u0627\u0644 \u06a9\u06cc \u0637\u0631\u062d \u0628\u062d\u062b \u06a9\u06cc \u062c\u0627\u062a\u06cc \u06c1\u06d2\u06d4 Capex \u06a9\u0627 \u0633\u06cc\u062f\u06be\u0627 \u0645\u0637\u0644\u0628 \u06c1\u06d2 \u0633\u0631\u0645\u0627\u0626\u06d2 \u06a9\u06d2 \u0627\u062e\u0631\u0627\u062c\u0627\u062a\u060c \u06cc\u0627 \u0648\u06c1 \u0631\u0642\u0645 \u062c\u0648 \u06a9\u0645\u067e\u0646\u06cc \u0637\u0648\u06cc\u0644 \u0645\u062f\u062a\u06cc \u0627\u062b\u0627\u062b\u0648\u06ba \u062c\u06cc\u0633\u06d2 \u0688\u06cc\u0679\u0627 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\u0646\u06c1\u06cc\u06ba\u06d4 \u0627\u06af\u0631 AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u062e\u0631\u0686 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0645\u06cc\u06ba \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06d2 \u0633\u0628 \u0633\u06d2 \u0628\u0691\u06d2 \u0686\u06a9\u0631\u0648\u06ba \u0645\u06cc\u06ba \u0633\u06d2 \u0627\u06cc\u06a9 \u0628\u0646 \u0631\u06c1\u0627 \u06c1\u06d2\u060c \u062a\u0648 \u0627\u06cc\u06a9 \u0628\u06c1\u062a\u0631 \u0633\u0648\u0627\u0644 \u06cc\u06c1 \u06c1\u06d2:<\/p>\n<blockquote>\n<p><em>&quot;AI \u0627\u0633\u0679\u0627\u06a9 \u06a9\u0633 \u0642\u0633\u0645 \u06a9\u06cc \u06a9\u0645\u067e\u0646\u06cc\u0627\u06ba \u06c1\u06cc\u06ba\u061f&#8221;<\/em><\/p>\n<\/blockquote>\n<p>\u062d\u0642\u06cc\u0642\u062a \u0645\u06cc\u06ba \u06cc\u06c1 \u06c1\u06d2:<\/p>\n<blockquote>\n<p><em>&quot;\u067e\u06cc\u0633\u06c1 \u0627\u0635\u0644 \u0645\u06cc\u06ba \u06a9\u06c1\u0627\u06ba \u062c\u0627\u062a\u0627 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\u06a9\u0645\u067e\u0646\u06cc\u0627\u06ba \u0627\u06cc\u06a9 \u0637\u0631\u062d \u0633\u06d2 \u062a\u06be\u06cc\u0645 \u06a9\u06d2 \u0633\u0627\u0645\u0646\u06d2 \u0622\u062a\u06cc \u06c1\u06cc\u06ba\u06d4 \u0648\u06c1 \u06a9\u0645\u067e\u0646\u06cc\u0627\u06ba \u062c\u0648 \u0688\u06cc\u0679\u0627 \u0633\u06cc\u0646\u0679\u0631\u0632 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0628\u0631\u0642\u06cc \u0646\u0638\u0627\u0645 \u0628\u0646\u0627\u062a\u06cc \u06c1\u06cc\u06ba \u0628\u0627\u0644\u06a9\u0644 \u0645\u062e\u062a\u0644\u0641 \u0627\u0646\u062f\u0627\u0632 \u0645\u06cc\u06ba \u0633\u0627\u0645\u0646\u06d2 \u0622\u062a\u06cc \u06c1\u06cc\u06ba\u06d4 \u062f\u0648\u0646\u0648\u06ba \u0627\u06cc\u06a9 \u06c1\u06cc \u0633\u0631\u0645\u0627\u0626\u06d2 \u06a9\u06d2 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u06a9\u06d2 \u0686\u06a9\u0631 \u0633\u06d2 \u0641\u0627\u0626\u062f\u06c1 \u0627\u0679\u06be\u0627 \u0633\u06a9\u062a\u06d2 \u06c1\u06cc\u06ba\u060c \u0644\u06cc\u06a9\u0646 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datetime import date, timedelta\nimport matplotlib.pyplot as plt\n<\/code><\/pre>\n<p>\u0627\u0633 \u067e\u06cc\u06a9\u06cc\u062c \u0645\u06cc\u06ba \u0648\u06c1 \u0633\u0628 \u06a9\u0686\u06be \u0634\u0627\u0645\u0644 \u06c1\u06d2 \u062c\u0633 \u06a9\u06cc \u0622\u067e \u06a9\u0648 \u06cc\u06c1\u0627\u06ba \u0636\u0631\u0648\u0631\u062a \u06c1\u06d2\u06d4<\/p>\n<p><code>requests<\/code>    EODHD API \u06a9\u0648 \u06a9\u0627\u0644 \u06a9\u0631\u06cc\u06ba\u060c <code>pandas<\/code> \u06c1\u0645 \u0645\u06cc\u0632 \u067e\u0631 \u06a9\u0627\u0631\u0631\u0648\u0627\u0626\u06cc \u06a9\u0631\u06cc\u06ba \u06af\u06d2\u060c <code>numpy<\/code> \u0627\u0633 \u0633\u06d2 \u0622\u067e \u06a9\u0648 \u0628\u0646\u06cc\u0627\u062f\u06cc \u062d\u0633\u0627\u0628 \u06a9\u062a\u0627\u0628 \u06a9\u0631\u0646\u06d2 \u0645\u06cc\u06ba \u0645\u062f\u062f \u0645\u0644\u06d2 \u06af\u06cc\u06d4 \u06c1\u0645 \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u06cc\u06ba \u06af\u06d2 <code>date<\/code> \u0627\u0648\u0631 <code>timedelta<\/code> 1 \u0633\u0627\u0644 \u06a9\u06cc \u0642\u06cc\u0645\u062a\u0648\u06ba \u06a9\u0627 \u062a\u0639\u06cc\u0646 \u06a9\u0631\u0646\u06d2 \u0648\u0627\u0644\u06cc \u0648\u0646\u0688\u0648 \u06a9\u06d2 \u0644\u06cc\u06d2 <code>matplotlib<\/code> \u0686\u0627\u0631\u0679 \u06a9\u06d2 \u0644\u06cc\u06d2\u06d4<\/p>\n<h2 id=\"heading-building-the-ai-capex-universe\">AI Capex Universe \u06a9\u06cc \u062a\u0639\u0645\u06cc\u0631<\/h2>\n<p>AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0627\u0633\u0679\u0627\u06a9 \u06a9\u0627 \u062a\u062c\u0632\u06cc\u06c1 \u06a9\u0631\u0646\u06d2 \u0645\u06cc\u06ba \u0627\u06cc\u06a9 \u0645\u0633\u0626\u0644\u06c1 \u06c1\u06d2\u06d4 AI \u06a9\u06cc\u067e\u06cc\u06a9\u0633 \u0627\u06cc\u06a9\u0633\u067e\u0648\u0632\u0631 \u0627\u06cc\u06a9 \u0635\u0627\u0641 \u0645\u0627\u0644\u06cc\u0627\u062a\u06cc \u0634\u0639\u0628\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u06cc\u0633\u0627 \u06a9\u0648\u0626\u06cc API \u0646\u06c1\u06cc\u06ba \u06c1\u06d2 \u062c\u0648 \u06c1\u0645\u06cc\u06ba \u0628\u0631\u0627\u06c1 \u0631\u0627\u0633\u062a \u0628\u062a\u0627\u062a\u0627 \u06c1\u0648 \u06a9\u06c1 \u06a9\u0645\u067e\u0646\u06cc &quot;AI \u0688\u06cc\u0679\u0627 \u0633\u06cc\u0646\u0679\u0631 \u06a9\u06d2 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u0633\u06d2 30\u066a \u0628\u06d2 \u0646\u0642\u0627\u0628 \u06c1\u06d2&#8221; \u06cc\u0627 \u06cc\u06c1 \u06a9\u06c1 &quot;GPU \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0633\u06d2 \u0628\u06c1\u062a \u0632\u06cc\u0627\u062f\u06c1 \u0645\u0646\u0633\u0644\u06a9 \u06c1\u06d2\u06d4&#8221; \u0644\u06c1\u0630\u0627 \u06c1\u0645\u06cc\u06ba \u067e\u06c1\u0644\u06d2 \u062a\u062d\u0642\u06cc\u0642\u06cc \u062f\u0646\u06cc\u0627 \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0633 \u0645\u0636\u0645\u0648\u0646 \u0645\u06cc\u06ba\u060c \u06c1\u0645 \u0646\u06d2 AI capex \u0686\u06cc\u0646 \u06a9\u06d2 \u067e\u06c1\u0644\u06d2 \u0648\u0631\u0698\u0646 \u06a9\u0627 \u0645\u0633\u0648\u062f\u06c1 \u062a\u06cc\u0627\u0631 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 LLM \u06a9\u0648 \u0628\u0637\u0648\u0631 \u0631\u06cc\u0633\u0631\u0686 \u0627\u0633\u0633\u0679\u0646\u0679 \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u06cc\u0627 \u0627\u0648\u0631 \u067e\u06be\u0631 EODHD \u0633\u06d2 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0627\u0648\u0631 \u0642\u06cc\u0645\u062a\u0648\u06ba \u06a9\u0627 \u0688\u06cc\u0679\u0627 \u0646\u06a9\u0627\u0644\u0646\u06d2 \u0633\u06d2 \u067e\u06c1\u0644\u06d2 \u062f\u0633\u062a\u06cc \u0637\u0648\u0631 \u067e\u0631 \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0627 \u062c\u0627\u0626\u0632\u06c1 \u0644\u06cc\u0627\u06d4<\/p>\n<p>\u06a9\u0627\u0626\u0646\u0627\u062a \u06a9\u0648 \u06a9\u0626\u06cc \u062a\u06c1\u0648\u06ba \u0645\u06cc\u06ba \u062a\u0642\u0633\u06cc\u0645 \u06a9\u06cc\u0627 \u06af\u06cc\u0627 \u06c1\u06d2:<\/p>\n<ul>\n<li>\n<p>\u0688\u06cc\u0645\u0627\u0646\u0688 \u0633\u0627\u0626\u06cc\u0688 \u06c1\u0627\u0626\u067e\u0631 \u0627\u0633\u06a9\u06cc\u0644\u0631<\/p>\n<\/li>\n<li>\n<p>AI \u06a9\u0645\u067e\u06cc\u0648\u0679\u0646\u06af \u0627\u0648\u0631 \u0686\u067e\u0633<\/p>\n<\/li>\n<li>\n<p>\u0633\u06cc\u0645\u06cc \u06a9\u0646\u0688\u06a9\u0679\u0631 \u06a9\u0627 \u0633\u0627\u0645\u0627\u0646<\/p>\n<\/li>\n<li>\n<p>\u0633\u0631\u0648\u0631\u0632 \u0627\u0648\u0631 \u0627\u0633\u0679\u0648\u0631\u06cc\u062c<\/p>\n<\/li>\n<li>\n<p>\u0646\u06cc\u0679 \u0648\u0631\u06a9\u0646\u06af<\/p>\n<\/li>\n<li>\n<p>\u0688\u06cc\u0679\u0627 \u0633\u06cc\u0646\u0679\u0631<\/p>\n<\/li>\n<li>\n<p>\u0628\u062c\u0644\u06cc \u0627\u0648\u0631 \u0628\u062c\u0644\u06cc<\/p>\n<\/li>\n<li>\n<p>\u06a9\u0648\u0644\u0646\u06af \u0627\u0648\u0631 \u0635\u0646\u0639\u062a\u06cc \u0646\u0638\u0627\u0645<\/p>\n<\/li>\n<li>\n<p>\u06a9\u0646\u0633\u0679\u0631\u06a9\u0634\u0646 \u0627\u06cc\u0646\u0688 \u0627\u0646\u062c\u06cc\u0646\u0626\u0631\u0646\u06af<\/p>\n<\/li>\n<\/ul>\n<pre><code class=\"language-python\">ai_capex_universe = [\n    {'ticker': 'MSFT.US', 'company': 'Microsoft', 'capex_layer': 'Demand-side hyperscalers', 'exposure_level': 'High', 'reason': 'Major cloud and AI infrastructure spender through Azure'},\n    {'ticker': 'AMZN.US', 'company': 'Amazon', 'capex_layer': 'Demand-side hyperscalers', 'exposure_level': 'High', 'reason': 'Large AI and cloud infrastructure spender through AWS'},\n    {'ticker': 'GOOGL.US', 'company': 'Alphabet', 'capex_layer': 'Demand-side hyperscalers', 'exposure_level': 'High', 'reason': 'Major AI infrastructure spender across Google Cloud and internal AI systems'},\n    {'ticker': 'META.US', 'company': 'Meta Platforms', 'capex_layer': 'Demand-side hyperscalers', 'exposure_level': 'High', 'reason': 'Large AI compute and data center spending program'},\n\n    {'ticker': 'NVDA.US', 'company': 'NVIDIA', 'capex_layer': 'AI compute and chips', 'exposure_level': 'Very High', 'reason': 'Core GPU and accelerator supplier for AI training and inference'},\n    {'ticker': 'AMD.US', 'company': 'Advanced Micro Devices', 'capex_layer': 'AI compute and chips', 'exposure_level': 'High', 'reason': 'AI accelerator and data center CPU exposure'},\n    {'ticker': 'AVGO.US', 'company': 'Broadcom', 'capex_layer': 'AI compute and chips', 'exposure_level': 'High', 'reason': 'Custom silicon and networking exposure for AI infrastructure'},\n    {'ticker': 'MRVL.US', 'company': 'Marvell Technology', 'capex_layer': 'AI compute and chips', 'exposure_level': 'High', 'reason': 'Custom silicon, networking, and data infrastructure exposure'},\n\n    {'ticker': 'AMAT.US', 'company': 'Applied Materials', 'capex_layer': 'Semiconductor equipment', 'exposure_level': 'High', 'reason': 'Supplies equipment used in advanced chip manufacturing'},\n    {'ticker': 'LRCX.US', 'company': 'Lam Research', 'capex_layer': 'Semiconductor equipment', 'exposure_level': 'High', 'reason': 'Semiconductor manufacturing equipment supplier'},\n    {'ticker': 'KLAC.US', 'company': 'KLA', 'capex_layer': 'Semiconductor equipment', 'exposure_level': 'High', 'reason': 'Process control and inspection tools for chip manufacturing'},\n    {'ticker': 'ASML.US', 'company': 'ASML', 'capex_layer': 'Semiconductor equipment', 'exposure_level': 'Very High', 'reason': 'Critical lithography equipment supplier for advanced chips'},\n\n    {'ticker': 'DELL.US', 'company': 'Dell Technologies', 'capex_layer': 'Servers and storage', 'exposure_level': 'High', 'reason': 'AI server and enterprise hardware exposure'},\n    {'ticker': 'HPE.US', 'company': 'Hewlett Packard Enterprise', 'capex_layer': 'Servers and storage', 'exposure_level': 'Medium', 'reason': 'Server, storage, and enterprise infrastructure exposure'},\n    {'ticker': 'SMCI.US', 'company': 'Super Micro Computer', 'capex_layer': 'Servers and storage', 'exposure_level': 'High', 'reason': 'AI server systems and data center hardware exposure'},\n\n    {'ticker': 'ANET.US', 'company': 'Arista Networks', 'capex_layer': 'Networking', 'exposure_level': 'High', 'reason': 'Data center networking supplier tied to AI cluster buildouts'},\n    {'ticker': 'CSCO.US', 'company': 'Cisco', 'capex_layer': 'Networking', 'exposure_level': 'Medium', 'reason': 'Networking and enterprise infrastructure exposure'},\n\n    {'ticker': 'EQIX.US', 'company': 'Equinix', 'capex_layer': 'Data centers', 'exposure_level': 'Medium', 'reason': 'Global data center and interconnection infrastructure'},\n    {'ticker': 'DLR.US', 'company': 'Digital Realty', 'capex_layer': 'Data centers', 'exposure_level': 'Medium', 'reason': 'Data center real estate exposure'},\n\n    {'ticker': 'VRT.US', 'company': 'Vertiv', 'capex_layer': 'Power and electrification', 'exposure_level': 'High', 'reason': 'Power and thermal infrastructure for data centers'},\n    {'ticker': 'ETN.US', 'company': 'Eaton', 'capex_layer': 'Power and electrification', 'exposure_level': 'Medium', 'reason': 'Electrical systems and power management exposure'},\n    {'ticker': 'PWR.US', 'company': 'Quanta Services', 'capex_layer': 'Power and electrification', 'exposure_level': 'Medium', 'reason': 'Grid, power, and infrastructure construction exposure'},\n    {'ticker': 'CEG.US', 'company': 'Constellation Energy', 'capex_layer': 'Power and electrification', 'exposure_level': 'Medium', 'reason': 'Power demand beneficiary from data center expansion'},\n\n    {'ticker': 'TT.US', 'company': 'Trane Technologies', 'capex_layer': 'Cooling and industrial systems', 'exposure_level': 'Medium', 'reason': 'Cooling and climate systems exposure for buildings and infrastructure'},\n    {'ticker': 'CARR.US', 'company': 'Carrier Global', 'capex_layer': 'Cooling and industrial systems', 'exposure_level': 'Medium', 'reason': 'Cooling, HVAC, and infrastructure systems exposure'},\n    {'ticker': 'JCI.US', 'company': 'Johnson Controls', 'capex_layer': 'Cooling and industrial systems', 'exposure_level': 'Medium', 'reason': 'Building systems, controls, and cooling infrastructure exposure'},\n\n    {'ticker': 'EME.US', 'company': 'EMCOR Group', 'capex_layer': 'Construction and engineering', 'exposure_level': 'Medium', 'reason': 'Electrical and mechanical construction exposure'},\n    {'ticker': 'FIX.US', 'company': 'Comfort Systems USA', 'capex_layer': 'Construction and engineering', 'exposure_level': 'Medium', 'reason': 'Mechanical and electrical services for commercial infrastructure'}\n]\n\nuniverse = pd.DataFrame(ai_capex_universe)\n\nuniverse.head()\n<\/code><\/pre>\n<p>\u06cc\u06c1 \u06c1\u0645\u06cc\u06ba \u062a\u062d\u0642\u06cc\u0642 \u06a9\u06cc \u062f\u0646\u06cc\u0627 \u0645\u06cc\u06ba \u0644\u0627\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u06c1\u0645 \u0628\u0627\u062a \u06cc\u06c1 \u06c1\u06d2 \u06a9\u06c1 \u06cc\u06c1 \u0645\u06cc\u0632 \u0628\u0630\u0627\u062a \u062e\u0648\u062f \u06a9\u0686\u06be \u062b\u0627\u0628\u062a \u0646\u06c1\u06cc\u06ba \u06a9\u0631\u062a\u0627\u06d4 \u06cc\u06c1 \u0635\u0631\u0641 \u0646\u0642\u0634\u06c1 \u06a9\u06cc \u0648\u0636\u0627\u062d\u062a \u06a9\u0631\u062a\u0627 \u06c1\u06d2\u06d4 \u0627\u0635\u0644 \u0645\u0648\u0627\u0632\u0646\u06c1 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0627\u0648\u0631 \u062a\u0627\u0631\u06cc\u062e\u06cc \u0642\u06cc\u0645\u062a \u06a9\u06d2 \u0627\u0639\u062f\u0627\u062f \u0648 \u0634\u0645\u0627\u0631 \u0633\u06d2 \u06c1\u0648\u062a\u0627 \u06c1\u06d2\u060c \u062c\u0633\u06d2 \u06c1\u0645 \u0622\u067e \u06a9\u06d2 \u0633\u0627\u0645\u0646\u06d2 \u0644\u0627\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<h2 id=\"heading-pulling-the-financial-data-behind-the-story\">\u06a9\u06c1\u0627\u0646\u06cc \u06a9\u06d2 \u067e\u06cc\u0686\u06be\u06d2 \u0645\u0627\u0644\u06cc\u0627\u062a\u06cc \u0688\u06cc\u0679\u0627 \u06a9\u0648 \u0646\u0646\u06af\u0627 \u06a9\u0631\u06cc\u06ba\u06d4<\/h2>\n<p>\u06a9\u0627\u0626\u0646\u0627\u062a \u06c1\u0645\u06cc\u06ba \u0627\u06cc\u06a9 \u0646\u0642\u0634\u06c1 \u0641\u0631\u0627\u06c1\u0645 \u06a9\u0631\u062a\u06cc \u06c1\u06d2\u060c \u0644\u06cc\u06a9\u0646 \u0646\u0642\u0634\u06c1 \u0627\u06cc\u06a9 \u062a\u062c\u0632\u06cc\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0628 \u06c1\u0645\u06cc\u06ba \u06c1\u0631 \u06a9\u0645\u067e\u0646\u06cc \u06a9\u06d2 \u0644\u06cc\u06d2 \u0627\u0635\u0644 \u0688\u06cc\u0679\u0627 \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u06c1\u06d2\u06d4 \u0627\u0633 \u0645\u0642\u0635\u062f \u06a9\u06d2 \u0644\u06cc\u06d2\u060c \u06c1\u0645 EODHD \u06a9\u06d2 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0627\u0635\u0648\u0644 \u0627\u0648\u0631 \u062a\u0627\u0631\u06cc\u062e\u06cc \u0642\u06cc\u0645\u062a\u06cc\u06ba \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u06cc\u06ba \u06af\u06d2\u06d4<\/p>\n<p>\u0628\u0646\u06cc\u0627\u062f\u06cc \u0628\u0627\u062a\u06cc\u06ba \u0622\u067e \u06a9\u06cc \u06a9\u0627\u0631\u0648\u0628\u0627\u0631\u06cc \u0637\u0627\u0642\u062a\u0648\u06ba \u06a9\u06cc \u0634\u0646\u0627\u062e\u062a \u0645\u06cc\u06ba \u0645\u062f\u062f \u06a9\u0631\u06cc\u06ba \u06af\u06cc\u06d4 \u0642\u06cc\u0645\u062a\u0648\u06ba \u06a9\u0627 \u062a\u0639\u06cc\u0646 \u06a9\u0631\u0646\u06d2 \u0648\u0627\u0644\u0627 \u0688\u06cc\u0679\u0627 \u0627\u0633 \u0628\u0627\u062a \u06a9\u0627 \u062a\u0639\u06cc\u0646 \u06a9\u0631\u0646\u06d2 \u0645\u06cc\u06ba \u0645\u062f\u062f \u06a9\u0631\u062a\u0627 \u06c1\u06d2 \u06a9\u06c1 \u0622\u06cc\u0627 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u06a9\u0645\u067e\u0646\u06cc \u06a9\u0648 AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u062a\u062c\u0627\u0631\u062a \u06a9\u06d2 \u062d\u0635\u06d2 \u06a9\u06d2 \u0637\u0648\u0631 \u067e\u0631 \u062a\u0633\u0644\u06cc\u0645 \u06a9\u0631 \u0686\u06a9\u06cc \u06c1\u06d2\u06d4<\/p>\n<h3 id=\"heading-fundamentals-data\">\u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06cc\u0679\u0627<\/h3>\n<p>\u0633\u0628 \u0633\u06d2 \u067e\u06c1\u0644\u06d2\u060c EODHD \u06a9\u06d2 \u067e\u0631\u0627\u0626\u0645\u0631\u06cc \u0627\u06cc\u0646\u0688 \u067e\u0648\u0627\u0626\u0646\u0679 \u06a9\u0627 \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u062a\u06d2 \u06c1\u0648\u0626\u06d2 \u067e\u0631\u0627\u0626\u0645\u0631\u06cc \u062d\u0627\u0635\u0644 \u06a9\u0631\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">api_key = 'YOUR EODHD API KEY'\n\ndef get_fundamentals(ticker):\n    url = f'https:\/\/eodhd.com\/api\/fundamentals\/{ticker}?api_token={api_key}&fmt=json'\n    data = requests.get(url).json()\n    return data\n<\/code><\/pre>\n<p><strong>\u0645\u06cc\u0645\u0648:<\/strong> \u062a\u0628\u062f\u06cc\u0644\u06cc <code>YOUR EODHD API KEY<\/code> \u0627\u067e\u0646\u06cc \u0627\u0635\u0644\u06cc EODHD API \u06a9\u0644\u06cc\u062f \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u06cc\u06ba\u06d4<\/p>\n<p>\u06cc\u06c1 \u0641\u0646\u06a9\u0634\u0646 \u0627\u06cc\u06a9 \u0679\u06a9\u0631 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0688\u06cc\u0641\u0627\u0644\u0679 \u0627\u06cc\u0646\u0688 \u067e\u0648\u0627\u0626\u0646\u0679 \u06a9\u0648 \u06a9\u0627\u0644 \u06a9\u0631\u062a\u0627 \u06c1\u06d2 \u0627\u0648\u0631 \u0645\u06a9\u0645\u0644 JSON \u062c\u0648\u0627\u0628 \u0648\u0627\u067e\u0633 \u06a9\u0631\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0686\u0648\u0646\u06a9\u06c1 \u06c1\u0645\u06cc\u06ba \u0627\u0633 \u062a\u062c\u0632\u06cc\u06c1 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0645\u06a9\u0645\u0644 \u062c\u0648\u0627\u0628\u0627\u062a \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u060c \u0627\u0633 \u0644\u06cc\u06d2 \u06c1\u0645 \u0635\u0631\u0641 \u062f\u0644\u0686\u0633\u067e\u06cc \u06a9\u06d2 \u0634\u0639\u0628\u06d2 \u0646\u06a9\u0627\u0644\u06cc\u06ba \u06af\u06d2\u06d4<\/p>\n<pre><code class=\"language-python\">def extract_fundamental_fields(ticker, data):\n    general = data.get('General', {})\n    highlights = data.get('Highlights', {})\n    valuation = data.get('Valuation', {})\n    technicals = data.get('Technicals', {})\n\n    return {\n        'ticker': ticker,\n        'sector': general.get('Sector'),\n        'industry': general.get('Industry'),\n        'market_cap': highlights.get('MarketCapitalization'),\n        'revenue_growth_yoy': highlights.get('QuarterlyRevenueGrowthYOY'),\n        'profit_margin': highlights.get('ProfitMargin'),\n        'operating_margin': highlights.get('OperatingMarginTTM'),\n        'return_on_equity': highlights.get('ReturnOnEquityTTM'),\n        'pe_ratio': highlights.get('PERatio'),\n        'forward_pe': valuation.get('ForwardPE'),\n        'beta': technicals.get('Beta')\n    }\n<\/code><\/pre>\n<p>\u06cc\u06c1 \u0641\u06cc\u0644\u0688\u0632 \u06c1\u0645\u06cc\u06ba \u062a\u0631\u0642\u06cc\u060c \u0645\u0646\u0627\u0641\u0639\u060c \u062a\u0634\u062e\u06cc\u0635\u060c \u0627\u0648\u0631 \u06a9\u0645\u067e\u0646\u06cc \u06a9\u06cc \u0635\u0648\u0631\u062a \u062d\u0627\u0644 \u06a9\u0627 \u0641\u0648\u0631\u06cc \u0646\u0638\u0631\u06cc\u06c1 \u062d\u0627\u0635\u0644 \u06a9\u0631\u0646\u06d2 \u06a9\u06cc \u0627\u062c\u0627\u0632\u062a \u062f\u06cc\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u0627\u0628 \u06c1\u0645 \u0627\u0633\u06d2 \u067e\u0648\u0631\u06cc \u06a9\u0627\u0626\u0646\u0627\u062a \u0645\u06cc\u06ba \u0686\u0644\u0627 \u0633\u06a9\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">fundamental_rows = []\n\nfor ticker in universe['ticker']:\n    try:\n        data = get_fundamentals(ticker)\n        row = extract_fundamental_fields(ticker, data)\n        fundamental_rows.append(row)\n        print(f'{ticker} DONE')\n\n    except Exception as e:\n        fundamental_rows.append({\n            'ticker': ticker,\n            'sector': np.nan,\n            'industry': np.nan,\n            'market_cap': np.nan,\n            'revenue_growth_yoy': np.nan,\n            'profit_margin': np.nan,\n            'operating_margin': np.nan,\n            'return_on_equity': np.nan,\n            'pe_ratio': np.nan,\n            'forward_pe': np.nan,\n            'beta': np.nan\n        })\n        print(f'{ticker} ERROR')\n\nfundamentals = pd.DataFrame(fundamental_rows)\n\nfundamentals.head()\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780099995_784_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06cc\u0679\u0627 (\u0645\u0635\u0646\u0641 \u06a9\u06cc \u062a\u0635\u0648\u06cc\u0631)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u0627\u06af\u0631 \u0627\u06cc\u06a9 \u0679\u06a9\u0631 \u0646\u0627\u06a9\u0627\u0645 \u06c1\u0648\u062c\u0627\u062a\u0627 \u06c1\u06d2 \u062a\u0648 \u0679\u0631\u0627\u0626\u06cc \u0628\u0644\u0627\u06a9 \u0627\u0633\u06a9\u06cc\u0646\u0646\u06af \u062c\u0627\u0631\u06cc \u0631\u06a9\u06be\u062a\u0627 \u06c1\u06d2\u06d4 \u06cc\u06c1 \u0636\u0631\u0648\u0631\u06cc \u06c1\u06d2 \u06a9\u06cc\u0648\u0646\u06a9\u06c1 \u062f\u0646\u06cc\u0627 \u0645\u062e\u062a\u0644\u0641 \u0642\u0633\u0645 \u06a9\u06cc \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0627 \u0645\u0631\u06a9\u0628 \u06c1\u06d2 \u0627\u0648\u0631 \u0627\u06cc\u06a9 \u0644\u0627\u067e\u062a\u06c1 \u0631\u062f\u0639\u0645\u0644 \u067e\u0648\u0631\u06d2 \u062a\u062c\u0632\u06cc\u06d2 \u06a9\u0648 \u0646\u06c1\u06cc\u06ba \u0631\u0648\u06a9 \u0633\u06a9\u062a\u0627\u06d4<\/p>\n<h3 id=\"heading-historical-prices-data\">\u062a\u0627\u0631\u06cc\u062e\u06cc \u0642\u06cc\u0645\u062a \u06a9\u0627 \u0688\u06cc\u0679\u0627<\/h3>\n<p>\u0627\u0633 \u06a9\u06d2 \u0628\u0639\u062f\u060c \u06c1\u0645 \u0627\u06cc\u06a9 \u0633\u0627\u0644 \u06a9\u06cc \u062a\u0627\u0631\u06cc\u062e\u06cc \u0642\u06cc\u0645\u062a\u06cc\u06ba \u062d\u0627\u0635\u0644 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 EODHD \u06a9\u0627 \u062a\u0627\u0631\u06cc\u062e\u06cc \u0642\u0631\u06cc\u0628\u06cc \u0627\u062e\u062a\u062a\u0627\u0645\u06cc \u0646\u0642\u0637\u06c1 \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">price_start = date.today() - timedelta(days=365)\nprice_end = date.today()\n\ndef get_price_history(ticker):\n    url = f'https:\/\/eodhd.com\/api\/eod\/{ticker}?api_token={api_key}&fmt=json&from={price_start.isoformat()}&to={price_end.isoformat()}&period=d'\n    data = requests.get(url).json()\n    prices = pd.DataFrame(data)\n\n    if prices.empty:\n        return pd.DataFrame()\n\n    prices['date'] = pd.to_datetime(prices['date'], errors=\"coerce\")\n    prices['adjusted_close'] = pd.to_numeric(prices['adjusted_close'], errors=\"coerce\")\n\n    prices = prices.dropna(subset=['date', 'adjusted_close'])\n    prices = prices.sort_values('date').reset_index(drop=True)\n\n    return prices[['date', 'adjusted_close']]\n<\/code><\/pre>\n<p>\u06c1\u0645 \u0627\u06cc\u0688\u062c\u0633\u0679 \u06a9\u0644\u0648\u0632 \u06a9\u0627 \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u062a\u06d2 \u06c1\u06cc\u06ba \u06a9\u06cc\u0648\u0646\u06a9\u06c1 \u06cc\u06c1 \u062a\u0642\u0633\u06cc\u0645 \u0627\u0648\u0631 \u0688\u06cc\u0648\u06cc\u0688\u0646\u0688 \u06a9\u06d2 \u0628\u0639\u062f \u06a9\u0645\u0627\u0626\u06cc \u06a9\u0627 \u062d\u0633\u0627\u0628 \u0644\u06af\u0627\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0628 \u0642\u06cc\u0645\u062a \u06a9\u06cc \u062a\u0627\u0631\u06cc\u062e \u06a9\u0648 \u06a9\u0686\u06be \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0633\u06af\u0646\u0644\u0632 \u0645\u06cc\u06ba \u062a\u0628\u062f\u06cc\u0644 \u06a9\u0631\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">def calculate_market_signals(prices):\n    if prices.empty or len(prices) < 60:\n        return {\n            'return_1y': np.nan,\n            'return_6m': np.nan,\n            'return_3m': np.nan,\n            'volatility_1y': np.nan,\n            'max_drawdown_1y': np.nan\n        }\n\n    prices = prices.copy()\n    prices['daily_return'] = prices['adjusted_close'].pct_change()\n\n    latest_close = prices['adjusted_close'].iloc[-1]\n\n    return_1y = (latest_close \/ prices['adjusted_close'].iloc[0]) - 1\n    return_6m = (latest_close \/ prices['adjusted_close'].iloc[-126]) - 1 if len(prices) >= 126 else np.nan\n    return_3m = (latest_close \/ prices['adjusted_close'].iloc[-63]) - 1 if len(prices) >= 63 else np.nan\n\n    volatility_1y = prices['daily_return'].std() * np.sqrt(252)\n\n    running_high = prices['adjusted_close'].cummax()\n    drawdown = (prices['adjusted_close'] \/ running_high) - 1\n    max_drawdown_1y = drawdown.min()\n\n    return {\n        'return_1y': return_1y,\n        'return_6m': return_6m,\n        'return_3m': return_3m,\n        'volatility_1y': volatility_1y,\n        'max_drawdown_1y': max_drawdown_1y\n    }\n<\/code><\/pre>\n<p>\u06cc\u06c1 \u0627\u0634\u0627\u0631\u06d2 \u06c1\u0645\u06cc\u06ba \u0628\u062a\u0627\u062a\u06d2 \u06c1\u06cc\u06ba \u06a9\u06c1 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0646\u06d2 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u06c1\u0631 \u06a9\u0645\u067e\u0646\u06cc \u067e\u0631 \u06a9\u062a\u0646\u0627 \u0633\u062e\u062a \u0631\u062f\u0639\u0645\u0644 \u0638\u0627\u06c1\u0631 \u06a9\u06cc\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0628 \u06c1\u0645 \u062a\u0645\u0627\u0645 \u0679\u06a9\u0631\u0632 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0627\u06cc\u06a9 \u06c1\u06cc \u0645\u0646\u0637\u0642 \u0686\u0644\u0627\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">market_rows = []\n\nfor ticker in universe['ticker']:\n    try:\n        prices = get_price_history(ticker)\n        signals = calculate_market_signals(prices)\n        signals['ticker'] = ticker\n        market_rows.append(signals)\n        print(f'{ticker} DONE')\n\n    except Exception:\n        market_rows.append({\n            'ticker': ticker,\n            'return_1y': np.nan,\n            'return_6m': np.nan,\n            'return_3m': np.nan,\n            'volatility_1y': np.nan,\n            'max_drawdown_1y': np.nan\n        })\n        print(f'{ticker} ERROR')\n\nmarket_signals = pd.DataFrame(market_rows)\n\nmarket_signals.head()\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780099996_827_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0645\u0627\u0631\u06a9\u06cc\u0679 \u0633\u06af\u0646\u0644\u0632 (\u062a\u0635\u0648\u06cc\u0631 \u0627\u0632 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u0622\u062e\u0631 \u0645\u06cc\u06ba\u060c \u06c1\u0645 \u06a9\u0627\u0626\u0646\u0627\u062a\u060c \u0628\u0646\u06cc\u0627\u062f\u06cc \u0627\u0635\u0648\u0644\u0648\u06ba\u060c \u0627\u0648\u0631 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0633\u06af\u0646\u0644\u0632 \u06a9\u0648 \u0627\u06cc\u06a9 \u0688\u06cc\u0679\u0627 \u0633\u06cc\u0679 \u0645\u06cc\u06ba \u0636\u0645 \u06a9\u0631 \u062f\u06cc\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">capex_data = universe.merge(fundamentals, on='ticker', how='left')\ncapex_data = capex_data.merge(market_signals, on='ticker', how='left')\n\nprint(capex_data.columns)\ncapex_data.head()\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780099998_655_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"Capex \u0688\u06cc\u0679\u0627 \u06a9\u0627\u0644\u0645 (\u0645\u0635\u0646\u0641 \u06a9\u06cc \u062a\u0635\u0648\u06cc\u0631)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780099999_894_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"Capex \u0688\u06cc\u0679\u0627 (\u062a\u0635\u0648\u06cc\u0631 \u0628\u0630\u0631\u06cc\u0639\u06c1 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<h2 id=\"heading-separating-business-strength-from-market-recognition\">\u06a9\u0627\u0631\u0648\u0628\u0627\u0631\u06cc \u0637\u0627\u0642\u062a \u0627\u0648\u0631 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u06a9\u06cc \u0622\u06af\u0627\u06c1\u06cc \u06a9\u0648 \u0627\u0644\u06af \u06a9\u0631\u06cc\u06ba\u06d4<\/h2>\n<p>\u0627\u0628 \u0648\u06c1 \u062d\u0635\u06c1 \u0622\u062a\u0627 \u06c1\u06d2 \u062c\u0648 \u062a\u062c\u0632\u06cc\u06c1 \u06a9\u0648 \u0645\u0641\u06cc\u062f \u0628\u0646\u0627\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u062c\u0628 \u0622\u067e \u0635\u0631\u0641 \u0627\u0633\u0679\u0627\u06a9 \u06a9\u06cc \u0648\u0627\u067e\u0633\u06cc \u06a9\u0648 \u062f\u06cc\u06a9\u06be\u062a\u06d2 \u06c1\u06cc\u06ba\u060c \u062a\u0648 \u0622\u067e \u0627\u0633 \u0686\u06cc\u0632 \u06a9\u0627 \u067e\u06cc\u0686\u06be\u0627 \u06a9\u0631 \u0631\u06c1\u06d2 \u06c1\u06cc\u06ba \u062c\u0648 \u067e\u06c1\u0644\u06d2 \u0633\u06d2 \u0645\u0646\u062a\u0642\u0644 \u06c1\u0648 \u0686\u06a9\u0627 \u06c1\u06d2\u06d4 \u0635\u0631\u0641 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0628\u0627\u062a\u0648\u06ba \u06a9\u0648 \u062f\u06cc\u06a9\u06be\u0646\u06d2 \u0633\u06d2 \u06cc\u0627\u062f \u0622\u062a\u0627 \u06c1\u06d2 \u06a9\u06c1 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0627\u0635\u0644 \u0645\u06cc\u06ba \u0627\u0633 \u0645\u0648\u0636\u0648\u0639 \u06a9\u0648 \u06a9\u06cc\u0633\u06d2 \u06c1\u06cc\u0646\u0688\u0644 \u06a9\u0631 \u0631\u06c1\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u0644\u06c1\u0630\u0627 \u0645\u06cc\u06ba \u0646\u06d2 \u062a\u062c\u0632\u06cc\u06c1 \u06a9\u0648 \u062f\u0648 \u0622\u0633\u0627\u0646 \u0627\u0634\u0627\u0631\u0648\u06ba \u0645\u06cc\u06ba \u062a\u0642\u0633\u06cc\u0645 \u06a9\u06cc\u0627:<\/p>\n<p>\u0633\u0628 \u0633\u06d2 \u067e\u06c1\u0644\u06d2\u060c \u06c1\u0645\u06cc\u06ba \u06c1\u0631 \u0645\u06cc\u0679\u0631\u06a9 \u06a9\u0648 \u0645\u0639\u0645\u0648\u0644 \u067e\u0631 \u0644\u0627\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0627\u06cc\u06a9 \u0645\u062f\u062f\u06af\u0627\u0631 \u0641\u0646\u06a9\u0634\u0646 \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u06c1\u06d2\u06d4<\/p>\n<pre><code class=\"language-python\">def min_max_score(series):\n    series = pd.to_numeric(series, errors=\"coerce\")\n\n    if series.isna().all():\n        return pd.Series(0, index=series.index)\n\n    min_val = series.min()\n    max_val = series.max()\n\n    if min_val == max_val:\n        return pd.Series(0.5, index=series.index)\n\n    return (series - min_val) \/ (max_val - min_val)\n<\/code><\/pre>\n<p>\u06cc\u06c1 \u062a\u0645\u0627\u0645 \u0645\u06cc\u0679\u0631\u06a9\u0633 \u06a9\u0648 0 \u0633\u06d2 1 \u0631\u06cc\u0646\u062c \u0645\u06cc\u06ba \u0644\u06d2 \u0622\u062a\u0627 \u06c1\u06d2\u060c \u062c\u0633 \u0633\u06d2 \u0622\u067e \u062d\u0642\u06cc\u0642\u06cc \u0627\u0642\u062f\u0627\u0645\u0627\u062a \u06a9\u0648 \u0645\u0644\u0627\u0626\u06d2 \u0628\u063a\u06cc\u0631 \u062a\u0631\u0642\u06cc\u060c \u0645\u0627\u0631\u062c\u0646\u060c \u0622\u0645\u062f\u0646\u06cc \u0627\u0648\u0631 \u06a9\u0645\u06cc \u06a9\u0627 \u0645\u0648\u0627\u0632\u0646\u06c1 \u06a9\u0631 \u0633\u06a9\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<h3 id=\"heading-fundamental-signal\">\u0628\u0646\u06cc\u0627\u062f\u06cc \u0633\u06af\u0646\u0644<\/h3>\n<p>\u0627\u0628 \u06c1\u0645 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0633\u06af\u0646\u0644 \u0628\u0646\u0627\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">capex_data['revenue_growth_score'] = min_max_score(capex_data['revenue_growth_yoy'])\ncapex_data['profit_margin_score'] = min_max_score(capex_data['profit_margin'])\ncapex_data['operating_margin_score'] = min_max_score(capex_data['operating_margin'])\ncapex_data['roe_score'] = min_max_score(capex_data['return_on_equity'])\n\ncapex_data['fundamental_signal'] = (\n    capex_data['revenue_growth_score'] * 0.35 +\n    capex_data['operating_margin_score'] * 0.30 +\n    capex_data['profit_margin_score'] * 0.20 +\n    capex_data['roe_score'] * 0.15\n) * 100\n\ncapex_data['fundamental_signal'] = capex_data['fundamental_signal'].round(2)\ncapex_data[['ticker', 'company', 'capex_layer', 'revenue_growth_yoy', 'operating_margin', 'profit_margin', 'return_on_equity', 'fundamental_signal']].sort_values('fundamental_signal', ascending=False).head(10)\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100001_856_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0628\u0646\u06cc\u0627\u062f\u06cc \u0633\u06af\u0646\u0644 (\u062a\u0635\u0648\u06cc\u0631 \u0627\u0632 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u0627\u0633 \u0633\u06af\u0646\u0644 \u06a9\u0627 \u0645\u0642\u0635\u062f \u0628\u06c1\u062a\u0631\u06cc\u0646 \u06a9\u0645\u067e\u0646\u06cc \u06a9\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0631\u0646\u0627 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u06d4 \u06cc\u06c1 \u0635\u0631\u0641 \u0627\u0633 \u0628\u0627\u062a \u06a9\u0648 \u06cc\u0642\u06cc\u0646\u06cc \u0628\u0646\u0627\u0646\u06d2 \u06a9\u06cc \u0628\u0627\u062a \u06c1\u06d2 \u06a9\u06c1 \u0622\u067e \u06a9\u0627 \u06a9\u0627\u0631\u0648\u0628\u0627\u0631\u06cc \u0688\u06cc\u0679\u0627 \u0622\u067e \u06a9\u06cc AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06cc \u06a9\u06c1\u0627\u0646\u06cc \u06a9\u0648 \u0633\u067e\u0648\u0631\u0679 \u06a9\u0631\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0645\u06cc\u0631\u06cc \u062f\u0648\u0691 \u0645\u06cc\u06ba\u060c NVIDIA \u0648\u0627\u0636\u062d \u0637\u0648\u0631 \u067e\u0631 \u0646\u0645\u0627\u06cc\u0627\u06ba \u062a\u06be\u0627 \u06a9\u06cc\u0648\u0646\u06a9\u06c1 \u0627\u0633 \u06a9\u06cc \u0622\u0645\u062f\u0646\u06cc \u0645\u06cc\u06ba \u0627\u0636\u0627\u0641\u06c1 \u0627\u0648\u0631 \u0645\u0627\u0631\u062c\u0646 \u0645\u062e\u062a\u0644\u0641 \u0633\u0637\u062d\u0648\u06ba \u067e\u0631 \u062a\u06be\u06d2\u06d4 \u0644\u06cc\u06a9\u0646 \u06cc\u06c1 \u0635\u0631\u0641 NVIDIA \u06c1\u06cc \u0646\u06c1\u06cc\u06ba \u062a\u06be\u0627 \u062c\u0648 \u062f\u0644\u0686\u0633\u067e \u062a\u06be\u0627\u06d4 KLA\u060c Arista\u060c Broadcom\u060c Microsoft\u060c Meta\u060c Lam Research\u060c Alphabet\u060c \u0627\u0648\u0631 Super Micro \u062c\u06cc\u0633\u06d2 \u0646\u0627\u0645 \u0628\u06be\u06cc \u0645\u062e\u062a\u0644\u0641 \u0648\u062c\u0648\u06c1\u0627\u062a \u06a9\u06cc \u0628\u0646\u0627 \u067e\u0631 \u0633\u0631\u0641\u06c1\u0631\u0633\u062a \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u06cc\u06c1 \u06c1\u0645\u06cc\u06ba \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u06a9\u0686\u06be \u0627\u06c1\u0645 \u0628\u062a\u0627\u062a\u0627 \u06c1\u06d2\u06d4 \u0627\u06d2 \u0622\u0626\u06cc \u06a9\u06cc\u067e\u06cc\u06a9\u0633 \u0686\u06cc\u0646 \u0645\u06cc\u06ba \u0645\u062e\u062a\u0644\u0641 \u0642\u0633\u0645 \u06a9\u06d2 \u0641\u0627\u062a\u062d \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u0627\u0639\u0644\u06cc \u0645\u0627\u0631\u062c\u0646 \u067e\u0644\u06cc\u0679 \u0641\u0627\u0631\u0645 \u06a9\u0627\u0631\u0648\u0628\u0627\u0631 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u0633\u06cc\u0645\u06cc \u06a9\u0646\u0688\u06a9\u0679\u0631 \u0622\u0644\u0627\u062a \u06a9\u06d2 \u0646\u0627\u0645 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u067e\u062a\u0644\u06d2 \u0645\u0627\u0631\u062c\u0646 \u06a9\u06d2 \u0633\u0627\u062a\u06be \u0627\u0639\u0644\u06cc \u0646\u0645\u0648 \u0648\u0627\u0644\u06d2 \u06c1\u0627\u0631\u0688 \u0648\u06cc\u0626\u0631 \u06a9\u06d2 \u0646\u0627\u0645 \u06c1\u06cc\u06ba\u06d4<\/p>\n<h3 id=\"heading-market-recognition-signal\">\u0645\u0627\u0631\u06a9\u06cc\u0679 \u0628\u06cc\u062f\u0627\u0631\u06cc \u06a9\u06d2 \u0627\u0634\u0627\u0631\u06d2<\/h3>\n<p>\u0627\u0628 \u06c1\u0645 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0628\u06cc\u062f\u0627\u0631\u06cc \u06a9\u06d2 \u0633\u06af\u0646\u0644 \u0628\u0646\u0627\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">capex_data['return_1y_score'] = min_max_score(capex_data['return_1y'])\ncapex_data['return_6m_score'] = min_max_score(capex_data['return_6m'])\ncapex_data['return_3m_score'] = min_max_score(capex_data['return_3m'])\ncapex_data['drawdown_score'] = min_max_score(capex_data['max_drawdown_1y'])\n\ncapex_data['market_recognition_signal'] = (\n    capex_data['return_1y_score'] * 0.40 +\n    capex_data['return_6m_score'] * 0.30 +\n    capex_data['return_3m_score'] * 0.20 +\n    capex_data['drawdown_score'] * 0.10\n) * 100\n\ncapex_data['market_recognition_signal'] = capex_data['market_recognition_signal'].round(2)\ncapex_data[['ticker','company','capex_layer','return_1y','return_6m','return_3m','max_drawdown_1y','market_recognition_signal']].sort_values('market_recognition_signal', ascending=False).head(10)\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100003_956_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0645\u0627\u0631\u06a9\u06cc\u0679 \u0628\u06cc\u062f\u0627\u0631\u06cc \u06a9\u06d2 \u0627\u0634\u0627\u0631\u06d2 (\u062a\u0635\u0648\u06cc\u0631\u06cc \u06a9\u0631\u06cc\u0688\u0679: \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u06cc\u06c1\u06cc\u06ba \u0633\u06d2 \u06a9\u06c1\u0627\u0646\u06cc \u0645\u0632\u06cc\u062f \u062f\u0644\u0686\u0633\u067e \u06c1\u0648 \u062c\u0627\u062a\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u0645\u0627\u0631\u06a9\u06cc\u0679 \u0628\u06cc\u062f\u0627\u0631\u06cc \u06a9\u06cc \u0641\u06c1\u0631\u0633\u062a \u0635\u0631\u0641 \u06c1\u0627\u0626\u067e\u0631 \u0627\u0633\u06a9\u06cc\u0644\u0631 \u06cc\u0627 \u0686\u067e \u06a9\u06d2 \u0646\u0627\u0645\u0648\u06ba \u0633\u06d2 \u0646\u06c1\u06cc\u06ba \u0628\u06be\u0631\u06cc \u06c1\u0648\u0626\u06cc \u06c1\u06d2\u06d4 \u06a9\u0645\u0641\u0631\u0679 \u0633\u0633\u0679\u0645\u0632\u060c \u0648\u0631\u0679\u06cc\u0648\u060c \u06a9\u0648\u0627\u0646\u0679\u0627 \u0633\u0631\u0648\u0633\u0632\u060c \u0688\u06cc\u0644\u060c \u0627\u067e\u0644\u0627\u0626\u06cc\u0688 \u0645\u06cc\u0679\u0631\u06cc\u0644\u0632 \u0627\u0648\u0631 \u0644\u06cc\u0645 \u0631\u06cc\u0633\u0631\u0686 \u0645\u0636\u0628\u0648\u0637 \u062a\u06be\u06d2\u06d4 \u06cc\u06c1 \u067e\u06c1\u0644\u06cc \u0648\u0627\u0636\u062d \u0639\u0644\u0627\u0645\u062a \u06c1\u06d2 \u06a9\u06c1 AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u062e\u0631\u0686 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0633\u0648\u062f\u06d2 \u0639\u0627\u0645 \u0633\u067e\u0631 \u0633\u0627\u0626\u0632 AI \u0679\u0648\u06a9\u0631\u06cc \u06a9\u06d2 \u0627\u0646\u062f\u0631 \u0646\u06c1\u06cc\u06ba \u0631\u06c1 \u0631\u06c1\u06d2 \u06c1\u06cc\u06ba\u060c \u0628\u0644\u06a9\u06c1 \u0641\u0632\u06cc\u06a9\u0644 \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u067e\u0631\u062a \u0645\u06cc\u06ba \u067e\u06be\u06cc\u0644 \u0631\u06c1\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<h2 id=\"heading-the-ai-capex-matrix-where-the-trade-actually-shows-up\">AI Capex \u0645\u06cc\u0679\u0631\u06a9\u0633: \u062c\u06c1\u0627\u06ba \u0679\u0631\u06cc\u0688\u0646\u06af \u0648\u0627\u0642\u0639\u06cc \u0638\u0627\u06c1\u0631 \u06c1\u0648\u062a\u06cc \u06c1\u06d2\u06d4<\/h2>\n<p>\u0627\u0633 \u0645\u0642\u0627\u0645 \u067e\u0631 \u062f\u0648 \u0627\u0644\u06af \u0627\u0644\u06af \u0644\u06cc\u0646\u0632 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u0627\u0628 \u0622\u067e \u062f\u0648\u0646\u0648\u06ba \u06a9\u0648 \u0627\u06cc\u06a9 \u06c1\u06cc \u0686\u0627\u0631\u0679 \u0645\u06cc\u06ba \u0688\u0627\u0644 \u0633\u06a9\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<pre><code class=\"language-python\">plt.figure(figsize=(12, 8))\n\nplot_data = capex_data.dropna(\n    subset=['market_recognition_signal', 'fundamental_signal', 'market_cap']\n).copy()\n\nplot_data['bubble_size'] = np.sqrt(plot_data['market_cap']) \/ 5000\n\nfor layer in plot_data['capex_layer'].unique():\n    layer_data = plot_data[plot_data['capex_layer'] == layer]\n\n    plt.scatter(\n        layer_data['market_recognition_signal'],\n        layer_data['fundamental_signal'],\n        s=layer_data['bubble_size'],\n        alpha=0.6,\n        label=layer\n    )\n\nfor _, row in plot_data.iterrows():\n    if row['market_recognition_signal'] > 55 or row['fundamental_signal'] > 45:\n        plt.text(row['market_recognition_signal'] + 0.8, row['fundamental_signal'] + 0.8, row['ticker'].replace('.US', ''), fontsize=10)\n\nplt.axvline(plot_data['market_recognition_signal'].median(), linestyle=\"--\", linewidth=1)\nplt.axhline(plot_data['fundamental_signal'].median(), linestyle=\"--\", linewidth=1)\n\nplt.text(median_market + 2, median_fundamental + 55, 'Strong fundamentals,nmore recognized',fontsize=10)\nplt.text(4, median_fundamental + 55,'Strong fundamentals,nless recognized',fontsize=10)\nplt.text(median_market + 2, 4, 'High market recognition,nweaker fundamentals',fontsize=10)\nplt.text(4, 4, 'Less clear in this framework', fontsize=10)\n\nplt.title('AI Capex Matrix: Fundamentals vs Market Recognition')\nplt.xlabel('Market Recognition Signal')\nplt.ylabel('Fundamental Signal')\nplt.legend(bbox_to_anchor=(1.05, 1), loc=\"upper left\")\nplt.tight_layout()\nplt.show()\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100005_886_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"AI Capex \u0645\u06cc\u0679\u0631\u06a9\u0633: \u0628\u0646\u06cc\u0627\u062f\u06cc \u0628\u0627\u062a\u06cc\u06ba \u0627\u0648\u0631 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u06a9\u06cc \u0622\u06af\u0627\u06c1\u06cc (\u062a\u0635\u0648\u06cc\u0631\u06cc \u06a9\u0631\u06cc\u0688\u0679: \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u06cc\u06c1 \u0645\u0637\u0627\u0644\u0639\u06c1 \u0645\u06cc\u06ba \u0633\u0628 \u0633\u06d2 \u0645\u0641\u06cc\u062f \u0686\u0627\u0631\u0679 \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u06cc\u06a9 \u0686\u06cc\u0632 \u0648\u0627\u0636\u062d \u06c1\u06d2: AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u062e\u0631\u0686 \u0627\u06cc\u06a9 \u0635\u0627\u0641 \u06a9\u0644\u0633\u0679\u0631 \u0645\u06cc\u06ba \u0638\u0627\u06c1\u0631 \u0646\u06c1\u06cc\u06ba \u06c1\u0648\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>NVIDIA \u0648\u0627\u0636\u062d \u0637\u0648\u0631 \u067e\u0631 \u0627\u06cc\u06a9 \u0628\u0646\u06cc\u0627\u062f\u06cc outlier \u06c1\u06d2\u06d4 \u06cc\u06c1 \u0633\u0645\u062c\u06be \u0645\u06cc\u06ba \u0622\u062a\u0627 \u06c1\u06d2. \u0627\u0633 \u06a9\u06cc \u0646\u0645\u0648 \u0627\u0648\u0631 \u0645\u0627\u0631\u062c\u0646 \u06a9\u0627 \u06a9\u0627\u0626\u0646\u0627\u062a \u0645\u06cc\u06ba \u06a9\u0633\u06cc \u0628\u06be\u06cc \u0686\u06cc\u0632 \u0633\u06d2 \u0645\u0648\u0627\u0632\u0646\u06c1 \u06a9\u0631\u0646\u0627 \u0645\u0634\u06a9\u0644 \u06c1\u06d2\u06d4<\/p>\n<p>\u0644\u06cc\u06a9\u0646 \u0686\u0627\u0631\u0679 \u06a9\u0627 \u062f\u0627\u0626\u06cc\u06ba \u062c\u0627\u0646\u0628 \u0648\u06c1 \u062c\u06af\u06c1 \u06c1\u06d2 \u062c\u06c1\u0627\u06ba \u0633\u06d2 \u0648\u0633\u06cc\u0639 \u062a\u0631 \u06a9\u06c1\u0627\u0646\u06cc \u0634\u0631\u0648\u0639 \u06c1\u0648\u062a\u06cc \u06c1\u06d2\u06d4 AMD, Marvell, Vertiv, Comfort Systems, Dell, Lam Research, Applied Materials, and Quanta Services \u0645\u0627\u0631\u06a9\u06cc\u0679 \u06a9\u06cc \u0645\u0636\u0628\u0648\u0637 \u0645\u0648\u062c\u0648\u062f\u06af\u06cc \u06a9\u0627 \u0645\u0638\u0627\u06c1\u0631\u06c1 \u06a9\u0631\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4 \u06cc\u06c1 \u0628\u06c1\u062a \u0645\u062e\u062a\u0644\u0641 \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0627 \u0645\u0631\u06a9\u0628 \u06c1\u06d2\u06d4 \u06a9\u0686\u06be \u0686\u067e \u0633\u06d2 \u0645\u062a\u0639\u0644\u0642 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u0622\u0644\u0627\u062a \u0633\u06d2 \u0645\u062a\u0639\u0644\u0642 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u0641\u0632\u06cc\u06a9\u0644 \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u06a9\u06d2 \u0646\u0627\u0645 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u06cc\u06c1 \u0627\u06c1\u0645 \u06c1\u06d2 \u06a9\u06cc\u0648\u0646\u06a9\u06c1 \u06cc\u06c1 \u0638\u0627\u06c1\u0631 \u06a9\u0631\u062a\u0627 \u06c1\u06d2 \u06a9\u06c1 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0646\u06c1 \u0635\u0631\u0641 \u0633\u0628 \u0633\u06d2 \u0646\u0645\u0627\u06cc\u0627\u06ba AI \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0648 \u0627\u0646\u0639\u0627\u0645 \u062f\u06d2 \u0631\u06c1\u06cc \u06c1\u06d2\u06d4 \u06cc\u06c1 \u0627\u0646 \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0648 \u0628\u06be\u06cc \u0627\u0646\u0639\u0627\u0645 \u062f\u06cc\u062a\u0627 \u06c1\u06d2 \u062c\u0648 \u0627\u067e\u0646\u06cc AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u0648 \u062d\u0642\u06cc\u0642\u06cc \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0645\u06cc\u06ba \u062a\u0631\u062c\u0645\u06c1 \u06a9\u0631\u0646\u06d2 \u0645\u06cc\u06ba \u0645\u062f\u062f \u06a9\u0631\u062a\u06cc \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u06cc\u06c1 \u0645\u0636\u0645\u0648\u0646 \u0645\u06cc\u06ba \u0628\u0646\u06cc\u0627\u062f\u06cc \u062a\u0628\u062f\u06cc\u0644\u06cc \u06c1\u06d2\u06d4 AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u062e\u0631\u0686 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0633\u0648\u062f\u06d2 \u0679\u06cc\u06a9\u0646\u0627\u0644\u0648\u062c\u06cc \u06a9\u06cc \u0679\u0648\u06a9\u0631\u06cc\u0648\u06ba \u06a9\u06cc \u0628\u062c\u0627\u0626\u06d2 \u062a\u0639\u06cc\u0646\u0627\u062a\u06cc \u0632\u0646\u062c\u06cc\u0631\u0648\u06ba \u06a9\u06cc \u0637\u0631\u062d \u0646\u0638\u0631 \u0622\u0646\u06d2 \u0644\u06af\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<h2 id=\"heading-which-ai-infrastructure-layers-has-the-market-rewarded-most\">\u0645\u0627\u0631\u06a9\u06cc\u0679 \u0645\u06cc\u06ba \u0633\u0628 \u0633\u06d2 \u0632\u06cc\u0627\u062f\u06c1 \u0641\u0627\u0626\u062f\u06c1 \u0645\u0646\u062f AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0679\u0627\u0626\u0631\u0632 \u06a9\u06cc\u0627 \u06c1\u06cc\u06ba\u061f<\/h2>\n<p>\u0645\u06cc\u0679\u0631\u06a9\u0633 \u06a9\u0645\u067e\u0646\u06cc \u06a9\u06cc \u0633\u0637\u062d \u067e\u0631 \u0645\u0641\u06cc\u062f \u06c1\u06cc\u06ba\u06d4 \u062a\u0627\u06c1\u0645\u060c AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06d2 \u0644\u06cc\u0646 \u062f\u06cc\u0646 \u06a9\u0648 \u0628\u06be\u06cc \u062a\u06c1\u06c1 \u06a9\u06d2 \u0644\u062d\u0627\u0638 \u0633\u06d2 \u062f\u06cc\u06a9\u06be\u0646\u06d2 \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u06c1\u06d2\u06d4<\/p>\n<p>\u062a\u0648 \u0627\u06af\u0644\u0627 \u06c1\u0645 \u0646\u06d2 \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0648 \u06af\u0631\u0648\u067e \u06a9\u06cc\u0627\u06d4 <code>capex_layer<\/code> \u062d\u0633\u0627\u0628 \u0634\u062f\u06c1 \u0645\u06cc\u0688\u06cc\u0646 \u0631\u06cc\u0679\u0631\u0646 \u0627\u0648\u0631 \u0645\u06cc\u0688\u06cc\u0646 \u0633\u06af\u0646\u0644 \u0633\u06a9\u0648\u0631\u06d4<\/p>\n<pre><code class=\"language-python\">layer_performance = capex_data.groupby('capex_layer').agg(\n    company_count=('ticker', 'count'),\n    median_return_1y=('return_1y', 'median'),\n    median_return_6m=('return_6m', 'median'),\n    median_fundamental_signal=('fundamental_signal', 'median'),\n    median_market_recognition=('market_recognition_signal', 'median')\n).reset_index()\n\nlayer_performance = layer_performance.sort_values('median_return_1y', ascending=False)\n\nlayer_performance\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100006_947_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u067e\u0631\u062a \u06a9\u06cc \u06a9\u0627\u0631\u06a9\u0631\u062f\u06af\u06cc \u06a9\u0627 \u062e\u0644\u0627\u0635\u06c1 (\u0645\u0635\u0646\u0641 \u06a9\u06cc \u062a\u0635\u0648\u06cc\u0631)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u067e\u06be\u0631 \u06c1\u0645 \u0646\u06d2 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06be\u0627\u0646\u0686\u06d2 \u06a9\u06d2 \u062f\u0631\u062c\u06d2 \u06a9\u06d2 \u0644\u062d\u0627\u0638 \u0633\u06d2 \u0627\u0648\u0633\u0637 \u0627\u06cc\u06a9 \u0633\u0627\u0644 \u06a9\u06cc \u0634\u0631\u062d \u0645\u0646\u0627\u0641\u0639 \u06a9\u06cc \u0645\u0646\u0635\u0648\u0628\u06c1 \u0628\u0646\u062f\u06cc \u06a9\u06cc\u06d4<\/p>\n<pre><code class=\"language-python\">plt.figure(figsize=(11, 6))\n\nplt.barh(layer_performance['capex_layer'], layer_performance['median_return_1y'] * 100)\n\nplt.gca().invert_yaxis()\n\nplt.title('Median 1Y Return by AI Infrastructure Layer', fontsize=14, pad=12)\nplt.xlabel('Median 1Y Return (%)')\nplt.ylabel('')\n\nplt.grid(axis=\"x\", alpha=0.25)\n\nplt.tight_layout()\nplt.show()\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100008_988_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0679\u0627\u0626\u0631 \u06a9\u06d2 \u0630\u0631\u06cc\u0639\u06c1 \u0627\u0648\u0633\u0637 \u0627\u06cc\u06a9 \u0633\u0627\u0644 \u06a9\u06cc \u0648\u0627\u067e\u0633\u06cc (\u062a\u0635\u0648\u06cc\u0631 \u0628\u0630\u0631\u06cc\u0639\u06c1 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u0627\u0633 \u0686\u0627\u0631\u0679 \u0645\u06cc\u06ba \u06a9\u06c1\u0627\u0646\u06cc \u0628\u06c1\u062a \u06a9\u0645 \u0648\u0627\u0636\u062d \u06c1\u0648 \u062c\u0627\u062a\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0648\u0633\u0637 \u0627\u06cc\u06a9 \u0633\u0627\u0644 \u06a9\u06cc \u0648\u0627\u067e\u0633\u06cc \u06a9\u06d2 \u0644\u062d\u0627\u0638 \u0633\u06d2 \u06a9\u0646\u0633\u0679\u0631\u06a9\u0634\u0646 \u0627\u06cc\u0646\u0688 \u0627\u0646\u062c\u06cc\u0646\u0626\u0631\u0646\u06af \u067e\u06c1\u0644\u06d2 \u0646\u0645\u0628\u0631 \u067e\u0631 \u06c1\u06d2\u060c \u0627\u0633 \u06a9\u06d2 \u0628\u0639\u062f \u0633\u06cc\u0645\u06cc \u06a9\u0646\u0688\u06a9\u0679\u0631 \u0622\u0644\u0627\u062a\u060c AI \u06a9\u0645\u067e\u06cc\u0648\u0679\u0646\u06af \u0627\u0648\u0631 \u0686\u067e\u0633\u060c \u0627\u0648\u0631 \u0633\u0631\u0648\u0631\u0632 \u0627\u0648\u0631 \u0627\u0633\u0679\u0648\u0631\u06cc\u062c\u06d4 \u06cc\u06c1 \u0648\u06c1 \u0639\u0627\u0645 \u0637\u0631\u06cc\u0642\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2 \u062c\u0648 \u0644\u0648\u06af AI \u0679\u0631\u06cc\u0688\u0646\u06af \u06a9\u06d2 \u0628\u0627\u0631\u06d2 \u0645\u06cc\u06ba \u0628\u0627\u062a \u06a9\u0631\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u0628\u0627\u062a \u06cc\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2 \u06a9\u06c1 \u062a\u0639\u0645\u06cc\u0631\u0627\u062a \u0627\u0648\u0631 \u0627\u0646\u062c\u06cc\u0646\u0626\u0631\u0646\u06af \u062e\u0648\u062f \u0628\u062e\u0648\u062f AI \u0633\u0631\u0645\u0627\u0626\u06d2 \u06a9\u06d2 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u06a9\u06d2 \u0627\u0639\u0644\u06cc \u062f\u0631\u062c\u06d2 \u06c1\u06cc\u06ba\u06d4 \u0686\u06be\u0648\u0679\u06d2 \u0646\u0645\u0648\u0646\u06d2 \u06a9\u06d2 \u0633\u0627\u0626\u0632 \u06a9\u06cc \u0648\u062c\u06c1 \u0633\u06d2\u060c \u0646\u062a\u0627\u0626\u062c \u06a9\u0648 \u062f\u0634\u0627\u062a\u0645\u06a9 \u06a9\u06d2 \u0637\u0648\u0631 \u067e\u0631 \u067e\u0691\u06be\u0646\u0627 \u0686\u0627\u06c1\u06cc\u06d2\u06d4 \u0644\u06cc\u06a9\u0646 \u06cc\u06c1 \u067e\u06be\u0631 \u0628\u06be\u06cc \u06c1\u0645\u06cc\u06ba \u06a9\u0686\u06be \u0645\u0641\u06cc\u062f \u0628\u062a\u0627\u062a\u0627 \u06c1\u06d2\u06d4 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0646\u06c1 \u0635\u0631\u0641 \u0686\u067e\u0633 \u06cc\u0627 \u06a9\u0644\u0627\u0624\u0688 \u0633\u0631\u0648\u0633\u0632 \u0628\u06cc\u0686\u0646\u06d2 \u0648\u0627\u0644\u06cc \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u0648 \u0628\u0644\u06a9\u06c1 AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u06a9\u06d2 \u0641\u0632\u06cc\u06a9\u0644 \u0628\u0644\u0688\u0646\u06af \u067e\u06c1\u0644\u0648\u0624\u06ba \u06a9\u0648 \u0628\u06be\u06cc \u0646\u0648\u0627\u0632 \u0631\u06c1\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u06cc\u06c1\u06cc \u0628\u0691\u0627 \u0646\u06a9\u062a\u06c1 \u06c1\u06d2\u06d4 \u062c\u06cc\u0633\u06d2 \u06c1\u06cc AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u062d\u0642\u06cc\u0642\u06cc \u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06be\u0627\u0646\u0686\u06c1 \u0628\u0646 \u062c\u0627\u0626\u06d2 \u06af\u06cc\u060c \u0622\u0644\u0627\u062a\u060c \u0633\u0631\u0648\u0631\u0632\u060c \u0628\u0631\u0642\u06cc \u06a9\u0627\u0645 \u0627\u0648\u0631 \u062a\u0639\u0645\u06cc\u0631\u0627\u062a \u0633\u06d2 \u0645\u062a\u0639\u0644\u0642 \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u0645\u06cc\u06ba \u0633\u0648\u062f\u06d2 \u0638\u0627\u06c1\u0631 \u06c1\u0648\u0646\u0627 \u0634\u0631\u0648\u0639 \u06c1\u0648 \u062c\u0627\u0626\u06cc\u06ba \u06af\u06d2\u06d4<\/p>\n<h2 id=\"heading-the-physical-infrastructure-layer-is-no-longer-hidden\">\u0641\u0632\u06cc\u06a9\u0644 \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u067e\u0631\u062a \u0627\u0628 \u067e\u0648\u0634\u06cc\u062f\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u06d4<\/h2>\n<p>\u06cc\u06c1 \u0648\u06c1 \u062d\u0635\u06c1 \u06c1\u06d2 \u062c\u0648 \u0645\u062c\u06be\u06d2 AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u0679\u0631\u06cc\u0688\u0646\u06af \u06a9\u06d2 \u0628\u0627\u0631\u06d2 \u0645\u06cc\u06ba \u0633\u0628 \u0633\u06d2 \u0632\u06cc\u0627\u062f\u06c1 \u0645\u0641\u06cc\u062f \u0644\u06af\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<p>\u0646\u0627\u0642\u0627\u0628\u0644 \u062a\u0631\u062f\u06cc\u062f AI \u06a9\u06c1\u0627\u0646\u06cc \u0686\u067e\u0633 \u0627\u0648\u0631 \u06c1\u0627\u0626\u067e\u0631 \u0627\u0633\u06a9\u06cc\u0644\u0631\u0632 \u0633\u06d2 \u0634\u0631\u0648\u0639 \u06c1\u0648\u062a\u06cc \u06c1\u06d2\u06d4 \u0644\u06cc\u06a9\u0646 \u062c\u0628 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u0627\u0635\u0644 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06be\u0627\u0646\u0686\u06c1 \u0628\u0646 \u062c\u0627\u062a\u06d2 \u06c1\u06cc\u06ba\u060c \u0641\u06c1\u0631\u0633\u062a \u0648\u0633\u06cc\u0639 \u062a\u0631 \u06c1\u0648 \u062c\u0627\u062a\u06cc \u06c1\u06d2\u06d4 AI \u0688\u06cc\u0679\u0627 \u0633\u06cc\u0646\u0679\u0631\u0632 \u06a9\u0648 \u0633\u0631\u0648\u0631\u0632\u060c \u0646\u06cc\u0679 \u0648\u0631\u06a9\u0646\u06af \u06a9\u0627 \u0633\u0627\u0645\u0627\u0646\u060c \u067e\u0627\u0648\u0631 \u0633\u0633\u0679\u0645\u060c \u06a9\u0648\u0644\u0646\u06af\u060c \u06af\u0631\u0688 \u0622\u067e\u0631\u06cc\u0634\u0646\u0632\u060c \u0628\u062c\u0644\u06cc \u06a9\u06cc \u062a\u0639\u0645\u06cc\u0631\u060c \u0627\u0648\u0631 \u062c\u0633\u0645\u0627\u0646\u06cc \u0635\u0644\u0627\u062d\u06cc\u062a \u06a9\u06cc \u0636\u0631\u0648\u0631\u062a \u06c1\u0648\u062a\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u0644\u06c1\u0630\u0627 \u06c1\u0645 \u0646\u06d2 \u06a9\u0645 \u0648\u0627\u0636\u062d \u0628\u0646\u06cc\u0627\u062f\u06cc \u0688\u06be\u0627\u0646\u0686\u06d2 \u06a9\u06cc \u062a\u06c1\u0648\u06ba \u067e\u0631 \u062a\u0648\u062c\u06c1 \u0645\u0631\u06a9\u0648\u0632 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0688\u06cc\u0679\u0627\u0633\u06cc\u0679 \u06a9\u0648 \u0641\u0644\u0679\u0631 \u06a9\u06cc\u0627\u06d4<\/p>\n<pre><code class=\"language-python\">physical_layers = ['Power and electrification', 'Cooling and industrial systems', 'Construction and engineering',\n                   'Data centers', 'Servers and storage', 'Networking']\n\nphysical_infra = capex_data[capex_data['capex_layer'].isin(physical_layers)].copy()\nphysical_infra = physical_infra.sort_values(['market_recognition_signal', 'fundamental_signal'], ascending=False)\nphysical_watchlist = physical_infra[['ticker', 'company', 'capex_layer', 'revenue_growth_yoy', 'operating_margin',\n                                     'return_1y', 'return_6m', 'fundamental_signal', 'market_recognition_signal']].head(12)\n\nphysical_watchlist.head(10)\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100010_664_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0641\u0632\u06cc\u06a9\u0644 \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u0648\u0627\u0686 \u0644\u0633\u0679 (\u062a\u0635\u0648\u06cc\u0631 \u0628\u0630\u0631\u06cc\u0639\u06c1 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>Comfort Systems, Vertiv, Dell, Quanta Services, Cisco, HPE, EMCOR, Equinix, Johnson Controls \u0627\u0648\u0631 Digital Realty \u0633\u0628\u06be\u06cc \u062c\u0633\u0645\u0627\u0646\u06cc \u062a\u0639\u0645\u06cc\u0631 \u06a9\u06d2 \u0645\u062e\u062a\u0644\u0641 \u062d\u0635\u0648\u06ba \u0645\u06cc\u06ba \u0648\u0627\u0642\u0639 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u0633\u0631\u0648\u0631\u0632 \u0633\u06d2 \u062c\u0691\u06d2 \u06c1\u0648\u0626\u06d2 \u06c1\u06cc\u06ba\u06d4 \u06a9\u0686\u06be \u06a9\u0627 \u062a\u0639\u0644\u0642 \u0628\u062c\u0644\u06cc \u0627\u0648\u0631 \u0628\u062c\u0644\u06cc \u0633\u06d2 \u06c1\u06d2\u06d4 \u06a9\u0686\u06be \u0688\u06cc\u0679\u0627 \u0633\u06cc\u0646\u0679\u0631\u0632\u060c \u06a9\u0648\u0644\u0646\u06af \u06cc\u0627 \u06a9\u0646\u0633\u0679\u0631\u06a9\u0634\u0646 \u0633\u06d2 \u0645\u062a\u0639\u0644\u0642 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u06a9\u0644\u06cc\u062f \u0633\u0627\u062f\u06c1 \u06c1\u06d2\u06d4 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0627\u067e\u0646\u06cc AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06cc \u06a9\u06c1\u0627\u0646\u06cc \u06a9\u06d2 \u062d\u0635\u06d2 \u06a9\u06d2 \u0637\u0648\u0631 \u067e\u0631 \u067e\u06c1\u0644\u06d2 \u0633\u06d2 \u06c1\u06cc \u06a9\u0686\u06be \u0641\u0632\u06cc\u06a9\u0644 \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u067e\u0631\u062a \u06a9\u0627 \u0627\u062d\u0627\u0637\u06c1 \u06a9\u0631 \u0631\u06c1\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u0627\u0633 \u06a9\u0627 \u0645\u0637\u0644\u0628 \u06cc\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2 \u06a9\u06c1 \u06cc\u06c1\u0627\u06ba \u062a\u0645\u0627\u0645 \u0646\u0627\u0645\u0648\u06ba \u06a9\u0627 \u0645\u0639\u06cc\u0627\u0631 \u06cc\u0627 \u0627\u06cc\u06a9 \u062c\u06cc\u0633\u06cc \u0637\u0627\u0642\u062a \u06c1\u06d2\u06d4 \u0628\u0646\u06cc\u0627\u062f\u06cc \u0633\u06af\u0646\u0644 \u0628\u06c1\u062a \u0645\u062a\u0646\u0648\u0639 \u06c1\u06cc\u06ba\u06d4 \u0644\u06cc\u06a9\u0646 \u06cc\u06c1 \u062c\u062f\u0648\u0644 \u062f\u06a9\u06be\u0627\u062a\u0627 \u06c1\u06d2 \u06a9\u06c1 \u0635\u0631\u0641 &quot;AI \u0633\u0627\u0641\u0679 \u0648\u06cc\u0626\u0631&#8221; \u06cc\u0627 &quot;AI chips&#8221; \u06a9\u06d2 \u0646\u0627\u0645\u0648\u06ba \u06a9\u0648 \u062f\u06cc\u06a9\u06be\u0646\u06d2 \u0633\u06d2 \u06c1\u06cc \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u06a9\u06d2 \u0633\u0644\u0633\u0644\u06d2 \u06a9\u0627 \u0627\u06cc\u06a9 \u0628\u0691\u0627 \u062d\u0635\u06c1 \u06a9\u06cc\u0648\u06ba \u0686\u06be\u0648\u0679 \u062c\u0627\u062a\u0627 \u06c1\u06d2\u06d4<\/p>\n<h2 id=\"heading-what-the-market-has-already-noticed\">\u062c\u0648 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u062f\u06cc\u06a9\u06be \u0686\u06a9\u06cc \u06c1\u06d2\u06d4<\/h2>\n<p>\u06cc\u06c1 \u062d\u0635\u06c1 \u0627\u06c1\u0645 \u06c1\u06d2 \u06a9\u06cc\u0648\u0646\u06a9\u06c1 \u062a\u0645\u0627\u0645 AI \u0633\u0631\u0645\u0627\u0626\u06d2 \u06a9\u06d2 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u06a9\u06d2 \u0646\u0627\u0645 \u0646\u0648\u0632\u0627\u0626\u06cc\u062f\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u0633\u0644\u0633\u0644\u06c1 \u0645\u06cc\u06ba \u06a9\u0686\u06be \u06a9\u0645\u067e\u0646\u06cc\u0627\u06ba \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u062c\u0627\u0631\u062d\u0627\u0646\u06c1 \u0627\u0646\u062f\u0627\u0632 \u0645\u06cc\u06ba \u0622\u06af\u06d2 \u0628\u0691\u06be \u0686\u06a9\u06cc \u06c1\u06cc\u06ba\u06d4 \u0627\u0633 \u0633\u06d2 \u06cc\u06c1 \u0627\u06cc\u06a9 \u06a9\u0645\u0632\u0648\u0631 \u06a9\u0645\u067e\u0646\u06cc \u0646\u06c1\u06cc\u06ba \u0628\u0646\u062a\u06cc\u060c \u0644\u06cc\u06a9\u0646 \u06cc\u06c1 \u0633\u0648\u0627\u0644 \u0628\u062f\u0644 \u062f\u06cc\u062a\u06cc \u06c1\u06d2\u06d4 \u0627\u0633 \u0648\u0642\u062a\u060c \u0633\u0648\u0627\u0644 \u0627\u0628 \u0635\u0631\u0641 \u06cc\u06c1 \u0646\u06c1\u06cc\u06ba \u06c1\u06d2 \u06a9\u06c1 \u0622\u06cc\u0627 \u06a9\u0645\u067e\u0646\u06cc \u06a9\u06d2 \u067e\u0627\u0633 AI \u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631 \u06a9\u06cc \u0646\u0645\u0627\u0626\u0634 \u06c1\u06d2\u06d4 \u0627\u06cc\u06a9 \u0628\u06c1\u062a\u0631 \u0633\u0648\u0627\u0644 \u06cc\u06c1 \u06c1\u06d2 \u06a9\u06c1 \u06a9\u06cc\u0627 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0646\u06d2 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u0627\u0633 \u0646\u0645\u0627\u0626\u0634 \u06a9\u06d2 \u0632\u06cc\u0627\u062f\u06c1 \u062a\u0631 \u062d\u0635\u06d2 \u06a9\u06cc \u0642\u06cc\u0645\u062a \u0644\u06af\u0627 \u062f\u06cc \u06c1\u06d2\u06d4<\/p>\n<p>\u06cc\u06c1 \u062c\u0627\u0646\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2\u060c \u06c1\u0645 \u0646\u06d2 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u06a9\u06cc \u0622\u06af\u0627\u06c1\u06cc \u06a9\u06cc \u0628\u0646\u06cc\u0627\u062f \u067e\u0631 \u06a9\u0627\u0626\u0646\u0627\u062a \u06a9\u0648 \u0645\u0646\u0638\u0645 \u06a9\u06cc\u0627\u06d4<\/p>\n<pre><code class=\"language-python\">market_already_noticed = capex_data.sort_values('market_recognition_signal', ascending=False).head(10).copy()\n\nmarket_already_noticed['return_1y'] = (market_already_noticed['return_1y'] * 100).round(2)\nmarket_already_noticed['return_6m'] = (market_already_noticed['return_6m'] * 100).round(2)\nmarket_already_noticed['return_3m'] = (market_already_noticed['return_3m'] * 100).round(2)\nmarket_already_noticed['max_drawdown_1y'] = (market_already_noticed['max_drawdown_1y'] * 100).round(2)\n\nmarket_already_noticed = market_already_noticed[['ticker', 'company', 'capex_layer', 'return_1y', 'return_6m', 'return_3m', \n                                                 'max_drawdown_1y', 'market_recognition_signal', 'fundamental_signal']]\n\nmarket_already_noticed\n<\/code><\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/umang.pk\/wp-content\/uploads\/2026\/05\/1780100012_641_NVIDIA-\u0633\u06d2-\u0622\u06af\u06d2-\u062c\u06c1\u0627\u06ba-AI-\u0627\u0646\u0641\u0631\u0627\u0633\u0679\u0631\u06a9\u0686\u0631-\u0688\u06cc\u0644\u0632-\u0648\u0627\u0642\u0639\u06cc-\u0638\u0627\u06c1\u0631-\u06c1\u0648\u062a\u06d2.png\" alt=\"\u0627\u0646 \u0686\u06cc\u0632\u0648\u06ba \u06a9\u06cc \u0641\u06c1\u0631\u0633\u062a \u062c\u0648 \u0645\u0627\u0631\u06a9\u06cc\u0679 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u062f\u06cc\u06a9\u06be \u0686\u06a9\u06cc \u06c1\u06d2 (\u062a\u0635\u0648\u06cc\u0631 \u0628\u0630\u0631\u06cc\u0639\u06c1 \u0645\u0635\u0646\u0641)\" style=\"display:block;margin:0 auto\" width=\"600\" height=\"400\" loading=\"lazy\" title=\"\"><\/p>\n<p>\u06cc\u06c1 \u0641\u06c1\u0631\u0633\u062a \u0627\u06cc\u06a9 \u0645\u0641\u06cc\u062f \u062d\u0642\u06cc\u0642\u062a \u06a9\u06cc \u062c\u0627\u0646\u0686 \u06c1\u06d2\u06d4<\/p>\n<p>Comfort Systems, AMD, Marvell, Vertiv, Lam Research, Dell, Applied Materials, Quanta Services, Cisco, and Alphabet \u0633\u0628\u06be\u06cc \u06a9\u06cc \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0645\u06cc\u06ba \u0645\u0636\u0628\u0648\u0637 \u0645\u0648\u062c\u0648\u062f\u06af\u06cc \u06c1\u06d2\u06d4 \u0645\u06a9\u0633 \u0627\u06c1\u0645 \u062d\u0635\u06c1 \u06c1\u06d2\u06d4 \u0627\u0646 \u0645\u06cc\u06ba \u0686\u067e\u0633\u060c \u0633\u06cc\u0645\u06cc \u06a9\u0646\u0688\u06a9\u0679\u0631 \u0622\u0644\u0627\u062a\u060c \u0633\u0631\u0648\u0631\u0632\u060c \u0646\u06cc\u0679 \u0648\u0631\u06a9\u0646\u06af\u060c \u067e\u0627\u0648\u0631\u060c \u06a9\u0646\u0633\u0679\u0631\u06a9\u0634\u0646 \u0627\u0648\u0631 \u06c1\u0627\u0626\u067e\u0631 \u0627\u0633\u06a9\u06cc\u0644\u0631\u0632 \u0634\u0627\u0645\u0644 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u0627\u0633 \u06a9\u0627 \u0645\u0637\u0644\u0628 \u06c1\u06d2 \u06a9\u06c1 AI \u06a9\u06cc\u067e\u0679\u0644 \u062e\u0631\u0686 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0633\u0648\u062f\u06d2 \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u0642\u06cc\u0645\u062a \u06a9\u06d2 \u0639\u0645\u0644 \u0645\u06cc\u06ba \u067e\u06be\u06cc\u0644 \u0686\u06a9\u06d2 \u06c1\u06cc\u06ba\u06d4 \u06cc\u06c1 \u0635\u0631\u0641 \u067e\u0633 \u0645\u0646\u0638\u0631 \u0645\u06cc\u06ba \u062e\u0627\u0645\u0648\u0634\u06cc \u0633\u06d2 \u0627\u0646\u062a\u0638\u0627\u0631 \u06a9\u0631\u0646\u0627 \u0646\u06c1\u06cc\u06ba 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\u0688\u06be\u0627\u0646\u0686\u06d2 \u06a9\u06cc \u06a9\u06c1\u0627\u0646\u06cc \u06a9\u06d2 \u0645\u0631\u06a9\u0632 \u06a9\u06d2 \u0642\u0631\u06cc\u0628 \u0631\u06c1\u062a\u06d2 \u06c1\u06cc\u06ba\u06d4<\/p>\n<p>\u062f\u0648\u0633\u0631\u0627\u060c \u0679\u0631\u06cc\u0688\u0646\u06af \u067e\u06c1\u0644\u06d2 \u06c1\u06cc \u0686\u067e \u06a9\u06cc \u0633\u0637\u062d \u0633\u06d2 \u0622\u06af\u06d2 \u0628\u0691\u06be \u0686\u06a9\u06cc \u06c1\u06d2\u06d4 \u0633\u06cc\u0645\u06cc \u06a9\u0646\u0688\u06a9\u0679\u0631 \u06a9\u0627 \u0633\u0627\u0645\u0627\u0646\u060c \u0633\u0631\u0648\u0631\u0632\u060c \u0646\u06cc\u0679 \u0648\u0631\u06a9\u0646\u06af\u060c \u067e\u0627\u0648\u0631\u060c \u062a\u0639\u0645\u06cc\u0631\u0627\u062a\u06cc \u0646\u0627\u0645\u060c \u0648\u063a\u06cc\u0631\u06c1 \u0633\u0628\u06be\u06cc \u0645\u0627\u0631\u06a9\u06cc\u0679 \u0628\u06cc\u062f\u0627\u0631\u06cc \u06a9\u06d2 \u0688\u06cc\u0679\u0627 \u0645\u06cc\u06ba \u0638\u0627\u06c1\u0631 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id=\"heading-conclusion\">\u0646\u062a\u06cc\u062c\u06c1<\/h2>\n<p>AI \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u0628\u0691\u06cc \u06a9\u0645\u067e\u0646\u06cc\u0648\u06ba \u06a9\u06d2 \u0644\u06cc\u06d2 \u0635\u0631\u0641 \u0679\u06cc\u06a9\u0646\u0627\u0644\u0648\u062c\u06cc \u06a9\u06cc \u06a9\u06c1\u0627\u0646\u06cc \u0646\u06c1\u06cc\u06ba \u06c1\u06d2\u06d4 \u0627\u062e\u0631\u0627\u062c\u0627\u062a \u06a9\u0627 \u0633\u0644\u0633\u0644\u06c1\u06d4<\/p>\n<p>\u0627\u06cc\u06a9 \u0628\u0627\u0631 \u062c\u0628 \u0622\u067e \u0627\u0633 \u0633\u0644\u0633\u0644\u06c1 \u06a9\u0648 \u0679\u0631\u06cc\u0633 \u06a9\u0631 \u0644\u06cc\u062a\u06d2 \u06c1\u06cc\u06ba\u060c \u062a\u0648 \u0645\u0648\u0636\u0648\u0639 \u0648\u0633\u06cc\u0639 \u0627\u0648\u0631 \u0632\u06cc\u0627\u062f\u06c1 \u062f\u0644\u0686\u0633\u067e \u06c1\u0648 \u062c\u0627\u062a\u0627 \u06c1\u06d2\u06d4 \u06cc\u06c1 \u0686\u067e\u0633 \u0633\u06d2 \u0633\u06cc\u0645\u06cc 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