sPEG Index Series

The sPEG Index (Scarcity-adjusted Price/Earnings to Growth) measures valuation efficiency through structural scarcity.

Traditional PEG ratios measure growth. The sPEG framework incorporates a proprietary Scarcity Multiplier to quantify structural bottlenecks, replacement difficulty, and ecosystem control.

Developed through 25+ years of mergers and acquisitions experience across media and infrastructure assets, the index reflects a core institutional principle: the most valuable assets are the hardest to replace.

Each index publication provides a time-stamped benchmark of structural positioning across critical sectors including AI infrastructure, semiconductors, data centers, software, media, and energy.

Published by exmxc.ai · Authored by Mike Ye x Ella (AI)

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AI Infrastructure Scarcity Index
February 14, 2026
Tracks scarcity-adjusted valuation efficiency across companies controlling the critical bottleneck layers of AI infrastructure, including compute, fabrication, memory, power, network, design, and analog control.