Methodology
HOW THE DEW POINT WORKS
The Dew Point is a single number (currently 34) that represents humanity's overall progress toward becoming a multiplanetary civilization. It aggregates data from all 39 tracked companies across 12 sectors, weighted by execution velocity, market sentiment, and milestone completion. The score will never reach 100 until humans are living sustainably on Mars.
SCORING FORMULA
Score = (Execution x 0.4) + (Sentiment x 0.25) + (Signals x 0.2) + (Coverage x 0.15)
Execution (40%)Contract wins, launches, milestones hit, revenue growth, and technical progress
Sentiment (25%)Market sentiment derived from news flow, social media, and analyst coverage
Signals (20%)SEC filings, insider trades, ARK transactions, NASA awards, and earnings surprises
Coverage (15%)How many of the 12 sectors have active, high-conviction companies
CONVICTION SCORES
70-100
High ConvictionCompany is executing strongly on the multiplanetary thesis
50-69
Moderate ConvictionSolid fundamentals but watch for headwinds
30-49
Low ConvictionMixed execution or early stage — potential but unproven
0-29
Minimal ConvictionSignificant concerns or pre-revenue with high uncertainty
SIGNALS
BUY
Strong conviction — the company is executing well on the multiplanetary thesis. Fundamentals, catalysts, and execution all align.
HOLD
Moderate conviction — worth watching but not adding. Mixed signals or waiting on a catalyst to confirm direction.
BEARISH
Low conviction — the thesis is weakening. Execution problems, dilution risk, or deteriorating fundamentals.