|SECTORS AND THEMES

Sector

Sector

Sector

How an industry works: its structure and profit pool, the drivers and metrics that matter, what is priced in, and where a named company sits.

Run it

“Semiconductor sector outlook”

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Run it

“Semiconductor sector outlook”

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Overview

Short answer

Sector is a sector and theme skill by Bigdata.com. How an industry works: its structure and profit pool, the drivers and metrics that matter, what is priced in, and where a named company sits. You give it a sector or industry. You get a cited sector note, or one comparison table for several sectors.

You give

A sector or industry · Optional: a company to place in it

You get

A cited sector note, or one comparison table for several sectors.

Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.

  1. 01Structure and profit pool
  2. 02The drivers and metrics that matter now
  3. 03Whether the price-implied bar is high or low
  4. 04Where a named company sits
  5. 05The live debate and what would settle it

Try asking

Prompt 01

“Semiconductor sector outlook”

Prompt 02

“Which sectors look interesting now?”

Prompt 03

“Where does our company sit in its industry?”

Open a prompt in Claude or ChatGPT, or copy it. Change the company or the quarter to your own. If Bigdata.com is not connected yet, the assistant helps you add it first.

Related skills

Sectors and themes

Theme

A theme or trend from end to end: how it works, the beneficiaries and the losers, the addressable market, and the companies with real exposure from segment revenue.

ClaudeChatGPTMicrosoft CopilotExplore

Risk and quality

Moat

The competitive advantage of one company: the profit pool, share stability, pricing power, entry and exit, the five forces, and how long the advantage lasts.

ClaudeChatGPTMicrosoft CopilotExplore

Valuation

Peer comparison

A comparison with peers picked by value drivers: multiples on one basis, with growth, margins and returns side by side.

ClaudeChatGPTMicrosoft CopilotExplore

Install once, in the tool you use

One install adds every skill and the connection to Bigdata.com. Sign in with your Bigdata.com account; new accounts start with free credits.

Claude

Open the Bigdata.com plugin in the Claude directory (Customize → Plugins → Browse → Partners) and click Install. Sign in with your Bigdata.com account when asked. On Team and Enterprise plans, an admin adds the Bigdata.com connector first.

Open the plugin in Claude

ChatGPT

Go to Settings → Apps, click Add more, choose Bigdata.com and click Connect to sign in with your Bigdata.com account. The skills come with the app. On Business and Enterprise workspaces, an admin enables the app first.

Open in ChatGPT

Copilot Cowork

Open Customize in Microsoft 365 Copilot Cowork, search for Bigdata and click Install. Sign in with your Bigdata.com account when asked.

Open in Copilot Cowork

Claude Code

Create an API key on the Bigdata.com Developer Platform and add the Bigdata.com MCP server with it. Then run /plugins in Claude Code and install the Bigdata plugin from the official marketplace.

claude mcp add --transport http bigdata_com https://mcp.bigdata.com/ --header "x-api-key: YOUR_API_KEY"
Read the Claude Code guide

Skills produce research and analysis, not investment advice. Check every number before you act on it.

Bigdata.comby RavenPack

Your data is never used to train models

Oxygen for your AI agents.

Create a free account and connect your first agent in minutes, or wire it into

Claude, ChatGPT, or your AI of choice.

No credit card required. Enterprise?

No credit card required. Enterprise?

© 2026 Bigdata.com by RavenPack. All rights reserved.

© 2026 Bigdata.com by RavenPack. All rights reserved.

© 2026 Bigdata.com by RavenPack. All rights reserved.