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SoMaCoSF Platform — Full Session Build Log (2026-05-06/07)
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Thesis: $295B in Filed CapEx. Zero Polymarket Coverage.
Six hyperscaler CEOs have publicly committed $295 billion to AI datacenter infrastructure in FY2025.
That capital flows through a documented supply chain — copper miners, aluminum producers, cable tray manufacturers, liquid cooling companies.
How to Build a Domain Intelligence Corpus — thesis, network maps, signal timelines, UUID registry, harvesters, CSV schema, validation checklist
How to Build a Domain Intelligence Corpus
A practical guide for researchers, traders, and buildersMethodology extracted from production intelligence systems — applies to any domain with public data and market gaps
What Is a Domain Intelligence Corpus?
A corpus is a structured, machine-readable knowledge base built around a single thesis. It combines:
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THESIS: The AI datacenter build-out is the largest coordinated commodity procurement event since the interstate highway system. Aluminum, copper, and galvanized steel embedded in physical infrastructure are not priced into LME/SHFE/CME futures. Polymarket has zero coverage of this supply chain. First-mover market creation position available across 11 distinct commodity-prediction-market pairs.