50 of the 61 AI stocks
on Solana cannot be bought.
Not by us, not by anyone. They exist as tokens and have no market behind them. We measured every one on August 11, 2026. This is the whole list.
How we measured it, and what broke →Two gates, both measured against live markets rather than assumed. A pool of at least $40,000, and under 1% to enter at $1,000. A market can look deep in aggregate and still charge every buyer a flat spread. Re-run it yourself with npm run sweep.
What these cost to enter is measured on a schedule, not once. 33 readings since August 1, taken at the open, at midday, at the close and overnight. The same asset can cost four times as much on a Saturday as it does on a Tuesday.
Chips and hardware
The picks and shovels. Two of them have a market.
| Asset | Pool | $100 | $1,000 | $5,000 | Verdict |
|---|---|---|---|---|---|
NVDAxNVIDIAin a portfolio· 1 impostor mint 0.16% whether Nasdaq is open or not | $1.8M | 0.20% | 0.21% | 0.25% | Buyable |
AVGOxBroadcomin a portfolio· 3 impostor mints 1.31% while Nasdaq is open, 1.76% when it is shut | $69k | 1.80% | 2.00% | 2.90% | Too expensive |
INTCxIntel· 1 impostor mint | $14k | 1.77% | 2.35% | 3.71% | Too expensive |
No market at all. AMD, TSM, MU, MRVL, ARM, QCOM, TXN, ASML, AMAT, LRCX, KLAC, SMCI, DELL, ANET, CRDO, ALAB. Listed as tokens, with nothing behind them.
The buyers
The companies whose capex is the story. The deepest markets here.
| Asset | Pool | $100 | $1,000 | $5,000 | Verdict |
|---|---|---|---|---|---|
MSFTxMicrosoftin a portfolio· 2 impostor mints 0.55% whether Nasdaq is open or not | $124k | 0.50% | 0.66% | 1.38% | Buyable |
GOOGLxAlphabetin a portfolio· 1 impostor mint 0.40% whether Nasdaq is open or not | $210k | 0.40% | 0.44% | 0.56% | Buyable |
AMZNxAmazonin a portfolio· 4 impostor mints 0.49% whether Nasdaq is open or not | $216k | 0.01% | 0.06% | 0.22% | Buyable |
METAxMeta· 1 impostor mint | $55k | 0.02% | 0.14% | 0.51% | Buyable |
AAPLxAppleverified, no portfolio holds it· 1 impostor mint 0.54% whether Nasdaq is open or not | $85k | 0.01% | 0.06% | 0.32% | Buyable |
PLTRxPalantir· 1 impostor mint | $85k | 0.35% | 0.63% | 1.45% | Buyable |
No market at all. ORCL, CRM, NOW, SNOW, IBM, ADBE, MDB, DDOG, NET, PANW, CRWD. Listed as tokens, with nothing behind them.
Neoclouds and AI-native
The purest AI exposure on the public markets, and none of it is here.
No market at all. CRWV, NBIS, IREN, APLD, CIFR, WULF, GDS, AI. Every name in this group is listed and untradeable.
Power and cooling
The bottleneck everyone agrees on. Entirely untradeable on Solana.
No market at all. VST, CEG, NRG, TLN, GEV, ETN, PWR, SMR, OKLO, VRT. Every name in this group is listed and untradeable.
Optics and networking
The interconnect. Nothing.
No market at all. CIEN, COHR, LITE, FN, AAOI. Every name in this group is listed and untradeable.
Index
The lazy answer, and the cheapest thing on this page.
| Asset | Pool | $100 | $1,000 | $5,000 | Verdict |
|---|---|---|---|---|---|
QQQxNasdaqin a portfolio· 2 impostor mints 0.01% whether Nasdaq is open or not | $2.1M | 0.21% | 0.21% | 0.23% | Buyable |
SPYxSP500verified, no portfolio holds it· 1 impostor mint 0.02% whether Nasdaq is open or not | $2.5M | 0.00% | 0.00% | 0.00% | Buyable |
The portfolios are what survived.
We did not start with themes and go shopping. We measured what could be bought and built around the answer, which is why the power-and-cooling thesis is not on this site. It was the best story of the set. Vertiv, GE Vernova, Eaton and Constellation are all listed, and none of them can be bought.
If the honest conclusion from this page is that you should buy the index and ignore us, that is a fair reading. QQQx is the cheapest thing here at any size, and we would rather say so than hide the row.
See what we built from it →