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106,328 candidate doc → node links pending adjudication. Each was auto-generated by cosine similarity ≥ 0.55 between document and prediction embeddings (bge-base-en-v1.5, 768-dim). Showing page 5 of 26, 100 rows by similarity. Adjudicating updates doc_node_links.reviewed=true with the chosen polarity, writes per-link rows to audit_log, and removes the row from this queue. Phase 4 inference will use confirmed corroborates/contradicts links as Bayesian evidence.
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| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.60 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-11 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.60 | edgar_8k 2026-05-14 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-15 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-18 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-05-29 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-09 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-11 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-10 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.60 | edgar_8k 2026-06-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-18 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-22 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-25 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-15 | INF_043 Unit cost of intelligence will drop at a rate far exceeding Moore's Law, driving explosive demand growth that filters out to edge devices and localized small models. Marc Andreessen | AI | 47% | ||
| 0.60 | edgar_8k 2026-06-02 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.60 | edgar_8k 2026-06-03 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-06-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-16 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.60 | edgar_8k 2026-05-12 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-05-14 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.60 | edgar_8k 2026-05-15 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.60 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-06-08 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-15 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.60 | edgar_8k 2026-06-16 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-06-18 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-06-18 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-05 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.60 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-18 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.60 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-06-16 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-22 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.60 | edgar_8k 2026-06-25 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.60 | edgar_8k 2026-06-29 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.59 | edgar_8k 2026-05-04 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.59 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-08 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-13 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | SEM_030 S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap). Mike Wilson | Capital Markets | 43% | ||
| 0.59 | edgar_8k 2026-05-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.59 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.59 | edgar_8k 2026-05-29 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-05-29 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.59 | edgar_8k 2026-06-03 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-04 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.59 | edgar_8k 2026-06-05 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-06-11 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-06-10 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.59 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-06-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% |