LIN
Guest preview — showing qualitative direction only.
LIN Analysis Summary
Linde plc (LIN) operates in Layer 0: Raw Materials & Components, in the Ultra Pure Gases sub-sector. With a $210.0B market cap and 18% AI-derived revenue, it sits in the upstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
LIN has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include AMAT, INTC, TSM.
Learn more about our signal methodology. View Signal History → Linde plc AI Visibility →
Analysis as of May 30, 2026 07:03 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.99 · Updated May 30, 2026 07:03 UTC (12.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Linde plc (AI HALO Stocks, 3% AI revenue). Signal: +0.16.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $210,000M (210.0B)
- Avg Daily Volume
- $300.0M
- AI Revenue %
- 18%
- Liquid Options
- Yes
- Layer
- 0 — Raw Materials & Components
- Sub-Sector
- Ultra Pure Gases
- Mega Cap
- Yes
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About LIN
- Company: Linde plc
- Supply Chain Position: Raw Materials & Components (Layer 0 of 10)
- Market Cap: $210.0B
- AI Revenue: 18%
- Sub-sector: Ultra Pure Gases
- Tier: Upstream
- Supply Chain Partners: 3 companies
LIN FAQ
What does Linde plc do in AI?
Linde plc (LIN) operates in the Raw Materials & Components layer of the AI supply chain, in the Ultra Pure Gases sub-sector.
Is LIN a buy or sell?
Full signal analysis for LIN is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is LIN in?
LIN is in Layer 0: Raw Materials & Components. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Linde plc's AI revenue exposure?
Linde plc derives approximately 18% of its revenue from AI-related activities. It has a market capitalization of $210.0B and sits in the upstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Linde plc when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.