Validations Queue

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 2 of 6, 500 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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All (106328)arxiv (50087)codex_research_pack (134)edgar_8k (3601)fda (4940)gdelt (1218)github_release (3157)manifold (10564)polymarket (32627)

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Confirm or label (corroborates / contradicts) all unreviewed links above a similarity threshold in one transaction. Each affected row writes a per-link audit_log entry. Capped at 1,000 links per call. Use Preview first.

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Sim	Doc	Source	Pred	Domain	Prior
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-06-16	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	Talen Energy Corp (TLN) (CIK 0001622536)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Broadcom Inc. (AVGO) (CIK 0001730168)	edgar_8k 2026-06-18	S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027	energy_grid_expansion	40%
0.59	Autodesk, Inc. (ADSK) (CIK 0000769397)	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%
0.59	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	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	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	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	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	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	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	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	GENERAL ELECTRIC CO (GE) (CIK 0000040545)	edgar_8k 2026-06-25	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	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-07-01	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	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-04-30	COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack	Biotech/Longevity	47%
0.59	Tempus AI, Inc. (TEM) (CIK 0001717115)	edgar_8k 2026-05-05	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	Palantir Technologies Inc. (PLTR) (CIK 0001321655)	edgar_8k 2026-05-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-05-11	COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack	Biotech/Longevity	47%
0.59	PROGRESSIVE CORP/OH/ (PGR) (CIK 0000080661)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Tenable Holdings, Inc. (TENB) (CIK 0001660280)	edgar_8k 2026-05-13	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Tempus AI, Inc. (TEM) (CIK 0001717115)	edgar_8k 2026-05-13	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	INTEL CORP (INTC) (CIK 0000050863)	edgar_8k 2026-05-15	SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang	Policy/Semis	66%
0.59	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-05-29	S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay	mars_uncrewed_landing	25%
0.59	CrowdStrike Holdings, Inc. (CRWD) (CIK 0001535527)	edgar_8k 2026-06-03	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	Lyft, Inc. (LYFT) (CIK 0001759509)	edgar_8k 2026-06-04	242_058 Cybercab owners will generate revenue via autonomous ridesharing fleets Peter Diamandis	Auto/Transport	51%
0.59	ARGAN INC (AGX) (CIK 0000100591)	edgar_8k 2026-06-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Palantir Technologies Inc. (PLTR) (CIK 0001321655)	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%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-06-10	COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack	Biotech/Longevity	47%
0.59	ARGAN INC (AGX) (CIK 0000100591)	edgar_8k 2026-06-10	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-06-15	S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay	mars_uncrewed_landing	25%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-06-15	COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack	Biotech/Longevity	47%
0.59	Bloom Energy Corp (BE) (CIK 0001664703)	edgar_8k 2026-06-17	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	PROGRESSIVE CORP/OH/ (PGR) (CIK 0000080661)	edgar_8k 2026-06-17	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Snowflake Inc. (SNOW) (CIK 0001640147)	edgar_8k 2026-06-30	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-05-05	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%
0.59	TransDigm Group INC (TDG) (CIK 0001260221)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	FLUOR CORP (FLR) (CIK 0001124198)	edgar_8k 2026-05-08	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	LiveRamp Holdings, Inc. (RAMP) (CIK 0000733269)	edgar_8k 2026-05-13	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	LiveRamp Holdings, Inc. (RAMP) (CIK 0000733269)	edgar_8k 2026-05-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-06-04	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	CATERPILLAR INC (CAT) (CIK 0000018230)	edgar_8k 2026-06-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	AMAZON COM INC (AMZN) (CIK 0001018724)	edgar_8k 2026-06-10	230_051 Amazon/hyperscalers will continue pouring free cash flow into AI data centers, robots and LEO satellites (opex cannibalized by capex). Alex Wissner-Gross	Markets/Stocks	38%
0.59	GENERAC HOLDINGS INC. (GNRC) (CIK 0001474735)	edgar_8k 2026-06-12	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	AMAZON COM INC (AMZN) (CIK 0001018724)	edgar_8k 2026-06-12	230_051 Amazon/hyperscalers will continue pouring free cash flow into AI data centers, robots and LEO satellites (opex cannibalized by capex). Alex Wissner-Gross	Markets/Stocks	38%
0.59	EXXON MOBIL CORP (XOM) (CIK 0000034088)	edgar_8k 2026-05-04	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	FLUOR CORP (FLR) (CIK 0001124198)	edgar_8k 2026-05-08	S_IPO_TRILLION_2027 First $1T+ IPO in 2027	ipo_trillion_plus	40%
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-05-08	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%
0.59	L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX) (CIK 0000202058)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-05-13	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-05-13	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-05-13	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	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	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%
0.59	Globalstar, Inc. (GSAT) (CIK 0001366868)	edgar_8k 2026-05-15	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-05-15	S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030	compute_scale	20%
0.59	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-05-29	S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030	compute_scale	20%
0.59	EXXON MOBIL CORP (XOM) (CIK 0000034088)	edgar_8k 2026-05-29	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	EchoStar CORP (SATS) (CIK 0001415404)	edgar_8k 2026-06-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-02	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-03	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	RICHTECH ROBOTICS INC. (RR) (CIK 0001963685)	edgar_8k 2026-06-03	CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock	Robotics	69%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-04	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	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%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-05	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	GENERAC HOLDINGS INC. (GNRC) (CIK 0001474735)	edgar_8k 2026-06-12	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%
0.59	RICHTECH ROBOTICS INC. (RR) (CIK 0001963685)	edgar_8k 2026-06-12	CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock	Robotics	69%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-15	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-06-16	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	RECURSION PHARMACEUTICALS, INC. (RXRX) (CIK 0001601830)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	EchoStar CORP (SATS) (CIK 0001415404)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	USA Rare Earth, Inc. (USAR) (CIK 0001970622)	edgar_8k 2026-06-18	SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley	Markets/Stocks	65%
0.59	MIDDLEBY Corp (MIDD) (CIK 0000769520)	edgar_8k 2026-06-17	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030	compute_scale	20%
0.59	Nano Nuclear Energy Inc. (NNE) (CIK 0001923891)	edgar_8k 2026-06-25	S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030	compute_scale	20%
0.59	EchoStar CORP (SATS) (CIK 0001415404)	edgar_8k 2026-06-25	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	MIDDLEBY Corp (MIDD) (CIK 0000769520)	edgar_8k 2026-06-29	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-07-01	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	EXXON MOBIL CORP (XOM) (CIK 0000034088)	edgar_8k 2026-07-01	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-05	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	Twist Bioscience Corp (TWST) (CIK 0001581280)	edgar_8k 2026-05-04	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-04	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-12	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-13	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	NUSCALE POWER Corp (SMR) (CIK 0001822966)	edgar_8k 2026-06-02	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	CRISPR Therapeutics AG (CRSP) (CIK 0001674416)	edgar_8k 2026-06-04	S_AGI_SLOW_2031 AGI slow: Schmidt/Hassabis 5-10 year path	agi_general_capability	25%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-08	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	Autodesk, Inc. (ADSK) (CIK 0000769397)	edgar_8k 2026-06-15	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-18	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	Autodesk, Inc. (ADSK) (CIK 0000769397)	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%
0.59	Bloom Energy Corp (BE) (CIK 0001664703)	edgar_8k 2026-06-17	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	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-30	247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin	Crypto	54%
0.59	Atlassian Corp (TEAM) (CIK 0001650372)	edgar_8k 2026-04-30	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	EKSO BIONICS HOLDINGS, INC. (EKSO) (CIK 0001549084)	edgar_8k 2026-05-04	CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla	Robotics	37%
0.59	FLUOR CORP (FLR) (CIK 0001124198)	edgar_8k 2026-05-08	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	FLUOR CORP (FLR) (CIK 0001124198)	edgar_8k 2026-05-08	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-05-11	COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack	Robotics	33%
0.59	TERADYNE, INC (TER) (CIK 0000097210)	edgar_8k 2026-05-11	246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis	AI	39%
0.59	L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX) (CIK 0000202058)	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%
0.59	InnovAge Holding Corp. (INNV) (CIK 0001834376)	edgar_8k 2026-05-12	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	InnovAge Holding Corp. (INNV) (CIK 0001834376)	edgar_8k 2026-05-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	CrowdStrike Holdings, Inc. (CRWD) (CIK 0001535527)	edgar_8k 2026-06-03	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	AMAZON COM INC (AMZN) (CIK 0001018724)	edgar_8k 2026-06-10	240_055 Anthropic heading to IPO, pursuing $50B from Amazon Dave Blundin	Markets/Stocks	47%
0.59	AMAZON COM INC (AMZN) (CIK 0001018724)	edgar_8k 2026-06-12	240_055 Anthropic heading to IPO, pursuing $50B from Amazon Dave Blundin	Markets/Stocks	47%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-18	COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack	Robotics	33%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-24	COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack	Robotics	33%
0.59	EXELON CORP (EXC) (CIK 0001109357)	edgar_8k 2026-04-30	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.59	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Uber Technologies, Inc (UBER) (CIK 0001543151)	edgar_8k 2026-05-08	INF_065 Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailored for robotaxis in major urban centers — starting with Los Angeles, the San Francisco Bay Area, and Dallas. Dara Khosrowshahi	Auto/Transport	70%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-05-11	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.59	Uber Technologies, Inc (UBER) (CIK 0001543151)	edgar_8k 2026-05-11	INF_065 Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailored for robotaxis in major urban centers — starting with Los Angeles, the San Francisco Bay Area, and Dallas. Dara Khosrowshahi	Auto/Transport	70%
0.59	ALLIENT INC (ALNT) (CIK 0000046129)	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%
0.59	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-05-11	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-05-11	FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis	Biotech/Longevity	31%
0.59	InnovAge Holding Corp. (INNV) (CIK 0001834376)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	AMPHENOL CORP /DE/ (APH) (CIK 0000820313)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	MICROSOFT CORP (MSFT) (CIK 0000789019)	edgar_8k 2026-05-14	SEM_040 Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance. Michael Saylor	Finance/Crypto	48%
0.59	ICHOR HOLDINGS, LTD. (ICHR) (CIK 0001652535)	edgar_8k 2026-05-14	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	ICHOR HOLDINGS, LTD. (ICHR) (CIK 0001652535)	edgar_8k 2026-05-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	InnovAge Holding Corp. (INNV) (CIK 0001834376)	edgar_8k 2026-05-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	AMERICAN TOWER CORP /MA/ (AMT) (CIK 0001053507)	edgar_8k 2026-05-19	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	X-Energy, Inc. (XE) (CIK 0002088896)	edgar_8k 2026-05-19	238_046 xAI will build every new data center at 1.2 gigawatts scale Gwynne Shotwell / xAI	Energy	44%
0.59	AMERICAN TOWER CORP /MA/ (AMT) (CIK 0001053507)	edgar_8k 2026-06-02	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-06-04	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	X-Energy, Inc. (XE) (CIK 0002088896)	edgar_8k 2026-06-04	238_046 xAI will build every new data center at 1.2 gigawatts scale Gwynne Shotwell / xAI	Energy	44%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-04	FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis	Biotech/Longevity	31%
0.59	AMERICAN TOWER CORP /MA/ (AMT) (CIK 0001053507)	edgar_8k 2026-06-04	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	MICROSOFT CORP (MSFT) (CIK 0000789019)	edgar_8k 2026-06-05	SEM_040 Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance. Michael Saylor	Finance/Crypto	48%
0.59	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-06-05	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	NETFLIX INC (NFLX) (CIK 0001065280)	edgar_8k 2026-06-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	INNODATA INC (INOD) (CIK 0000903651)	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%
0.59	Airbnb, Inc. (ABNB) (CIK 0001559720)	edgar_8k 2026-06-11	238_003 Moonshots podcast team will soon move into an Airbnb for continuous podcasting Peter Diamandis	Media/Ads	19%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-18	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.59	INNODATA INC (INOD) (CIK 0000903651)	edgar_8k 2026-06-17	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	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-25	FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis	Biotech/Longevity	31%
0.59	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-24	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.59	EKSO BIONICS HOLDINGS, INC. (EKSO) (CIK 0001549084)	edgar_8k 2026-05-04	CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock	Robotics	69%
0.59	TransDigm Group INC (TDG) (CIK 0001260221)	edgar_8k 2026-05-05	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%
0.59	TransDigm Group INC (TDG) (CIK 0001260221)	edgar_8k 2026-05-05	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.59	TransDigm Group INC (TDG) (CIK 0001260221)	edgar_8k 2026-05-05	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%
0.59	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-05-05	235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross	Markets/Stocks	39%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-05-11	S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027	compute_scale	60%
0.59	ENTERGY CORP /DE/ (ETR) (CIK 0000065984)	edgar_8k 2026-05-12	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	ENTERGY CORP /DE/ (ETR) (CIK 0000065984)	edgar_8k 2026-05-12	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	LOCKHEED MARTIN CORP (LMT) (CIK 0000936468)	edgar_8k 2026-05-13	COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack	Space	28%
0.59	Spire Global, Inc. (SPIR) (CIK 0001816017)	edgar_8k 2026-05-13	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	Spire Global, Inc. (SPIR) (CIK 0001816017)	edgar_8k 2026-05-29	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-04	S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027	compute_scale	60%
0.59	QuantumScape Corp (QS) (CIK 0001811414)	edgar_8k 2026-06-05	247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google	AI	46%
0.59	QuantumScape Corp (QS) (CIK 0001811414)	edgar_8k 2026-06-05	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	10x Genomics, Inc. (TXG) (CIK 0001770787)	edgar_8k 2026-06-08	234_027 Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026 Alex Wissner-Gross	Biotech/Longevity	42%
0.59	GENERAL ELECTRIC CO (GE) (CIK 0000040545)	edgar_8k 2026-06-11	235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross	Markets/Stocks	39%
0.59	Seagate Technology Holdings plc (STX) (CIK 0001137789)	edgar_8k 2026-06-12	S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027	energy_grid_expansion	40%
0.59	CHART INDUSTRIES INC (GTLS) (CIK 0000892553)	edgar_8k 2026-06-15	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-06-18	235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross	Markets/Stocks	39%
0.59	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-06-18	235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross	Markets/Stocks	39%
0.59	TRINET GROUP, INC. (TNET) (CIK 0000937098)	edgar_8k 2026-06-17	TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption)	—	12%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-25	S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027	compute_scale	60%
0.59	GENERAL ELECTRIC CO (GE) (CIK 0000040545)	edgar_8k 2026-06-25	235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross	Markets/Stocks	39%
0.59	Alcoa Corp (AA) (CIK 0001675149)	edgar_8k 2026-07-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Bit Digital, Inc (BTBT) (CIK 0001710350)	edgar_8k 2026-06-30	CMQ_060 Bitcoin will reach $21 million per coin by 2046 — driven by unprecedented political, regulatory, and policy shifts in the US. Michael Saylor	Crypto	20%
0.59	Alcoa Corp (AA) (CIK 0001675149)	edgar_8k 2026-07-02	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-05-01	SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban	Economy	30%
0.59	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-05-04	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%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-05	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	Palantir Technologies Inc. (PLTR) (CIK 0001321655)	edgar_8k 2026-05-04	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-04	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	AECOM (ACM) (CIK 0000868857)	edgar_8k 2026-05-11	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-05-11	S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027	energy_grid_expansion	40%
0.59	SPX Technologies, Inc. (SPXC) (CIK 0000088205)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-12	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-05-12	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%
0.59	LOCKHEED MARTIN CORP (LMT) (CIK 0000936468)	edgar_8k 2026-05-13	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.59	LOCKHEED MARTIN CORP (LMT) (CIK 0000936468)	edgar_8k 2026-05-13	TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption)	—	12%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-13	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	MICROSOFT CORP (MSFT) (CIK 0000789019)	edgar_8k 2026-05-14	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	AMERICAN INTERNATIONAL GROUP, INC. (AIG) (CIK 0000005272)	edgar_8k 2026-05-14	TK04 Macro Recession 2026-27 (Structural Deleveraging)	—	25%
0.59	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-05-18	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-06-01	SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban	Economy	30%
0.59	AECOM (ACM) (CIK 0000868857)	edgar_8k 2026-06-03	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-06-04	SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban	Economy	30%
0.59	CRISPR Therapeutics AG (CRSP) (CIK 0001674416)	edgar_8k 2026-06-04	COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack	Biotech/Longevity	47%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-04	S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027	energy_grid_expansion	40%
0.59	ARGAN INC (AGX) (CIK 0000100591)	edgar_8k 2026-06-04	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	QuantumScape Corp (QS) (CIK 0001811414)	edgar_8k 2026-06-05	247_038 Bitcoin upgrade will come before quantum threat does (Saylor) Michael Saylor	Crypto	48%
0.59	MICROSOFT CORP (MSFT) (CIK 0000789019)	edgar_8k 2026-06-05	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-05	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-08	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	Beam Therapeutics Inc. (BEAM) (CIK 0001745999)	edgar_8k 2026-06-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	Palantir Technologies Inc. (PLTR) (CIK 0001321655)	edgar_8k 2026-06-09	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-06-09	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%
0.59	AECOM (ACM) (CIK 0000868857)	edgar_8k 2026-06-11	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.59	CATERPILLAR INC (CAT) (CIK 0000018230)	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	ARGAN INC (AGX) (CIK 0000100591)	edgar_8k 2026-06-10	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	Seagate Technology Holdings plc (STX) (CIK 0001137789)	edgar_8k 2026-06-12	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%
0.59	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-16	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-18	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	SPX Technologies, Inc. (SPXC) (CIK 0000088205)	edgar_8k 2026-06-22	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-25	S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027	energy_grid_expansion	40%
0.59	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-30	247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor	Crypto	54%
0.59	MYR GROUP INC. (MYRG) (CIK 0000700923)	edgar_8k 2026-04-29	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	Atlassian Corp (TEAM) (CIK 0001650372)	edgar_8k 2026-04-30	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-04-30	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Vistra Corp. (VST) (CIK 0001692819)	edgar_8k 2026-05-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	RTX Corp (RTX) (CIK 0000101829)	edgar_8k 2026-05-04	SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang	Policy/Semis	66%
0.59	RTX Corp (RTX) (CIK 0000101829)	edgar_8k 2026-05-04	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-05-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	EQUINIX INC (EQIX) (CIK 0001101239)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX) (CIK 0000202058)	edgar_8k 2026-05-12	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%
0.59	MYR GROUP INC. (MYRG) (CIK 0000700923)	edgar_8k 2026-05-14	TK10 $100T Sovereign Debt Crisis	—	12%
0.59	APPLIED MATERIALS INC /DE (AMAT) (CIK 0000006951)	edgar_8k 2026-05-14	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%
0.59	ICHOR HOLDINGS, LTD. (ICHR) (CIK 0001652535)	edgar_8k 2026-05-14	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	Globalstar, Inc. (GSAT) (CIK 0001366868)	edgar_8k 2026-05-15	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	EQUINIX INC (EQIX) (CIK 0001101239)	edgar_8k 2026-05-15	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.59	ICHOR HOLDINGS, LTD. (ICHR) (CIK 0001652535)	edgar_8k 2026-05-18	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.59	X-Energy, Inc. (XE) (CIK 0002088896)	edgar_8k 2026-05-19	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.59	STEM, INC. (STEM) (CIK 0001758766)	edgar_8k 2026-06-03	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	CrowdStrike Holdings, Inc. (CRWD) (CIK 0001535527)	edgar_8k 2026-06-03	TK08 Humanoid Capital Collapse (Figure/Apptronik Flop)	—	22%
0.59	X-Energy, Inc. (XE) (CIK 0002088896)	edgar_8k 2026-06-04	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.59	SEMTECH CORP (SMTC) (CIK 0000088941)	edgar_8k 2026-06-08	TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption)	—	12%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-06-10	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Intellia Therapeutics, Inc. (NTLA) (CIK 0001652130)	edgar_8k 2026-06-15	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.59	Vistra Corp. (VST) (CIK 0001692819)	edgar_8k 2026-06-30	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	MASTEC INC (MTZ) (CIK 0000015615)	edgar_8k 2026-04-30	TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)	—	8%
0.58	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-05-04	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	Bristow Group Inc. (VTOL) (CIK 0001525221)	edgar_8k 2026-05-05	238_049 Archer Aviation plans to become operational in LA by 2028 Peter Diamandis	Auto/Transport	55%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-05-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Twist Bioscience Corp (TWST) (CIK 0001581280)	edgar_8k 2026-05-04	234_027 Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026 Alex Wissner-Gross	Biotech/Longevity	42%
0.58	RTX Corp (RTX) (CIK 0000101829)	edgar_8k 2026-05-04	SEM_011 Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. Jensen Huang	Capital Markets	86%
0.58	Galaxy Digital Inc. (GLXY) (CIK 0001859392)	edgar_8k 2026-05-08	CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives	Semis/Memory	62%
0.58	TERADYNE, INC (TER) (CIK 0000097210)	edgar_8k 2026-05-11	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%
0.58	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-05-11	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-05-12	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-05-13	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Roblox Corp (RBLX) (CIK 0001315098)	edgar_8k 2026-05-29	CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock	Robotics	69%
0.58	Palomar Holdings, Inc. (PLMR) (CIK 0001761312)	edgar_8k 2026-05-29	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	PEABODY ENERGY CORP (BTU) (CIK 0001064728)	edgar_8k 2026-05-29	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	PEABODY ENERGY CORP (BTU) (CIK 0001064728)	edgar_8k 2026-06-02	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Bristow Group Inc. (VTOL) (CIK 0001525221)	edgar_8k 2026-06-03	238_049 Archer Aviation plans to become operational in LA by 2028 Peter Diamandis	Auto/Transport	55%
0.58	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-04	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-06-05	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	SEMTECH CORP (SMTC) (CIK 0000088941)	edgar_8k 2026-06-08	CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives	Semis/Memory	62%
0.58	STERLING INFRASTRUCTURE, INC. (STRL) (CIK 0000874238)	edgar_8k 2026-06-09	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	GENERAL ELECTRIC CO (GE) (CIK 0000040545)	edgar_8k 2026-06-11	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-06-12	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	PEABODY ENERGY CORP (BTU) (CIK 0001064728)	edgar_8k 2026-06-15	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	SOLAREDGE TECHNOLOGIES, INC. (SEDG) (CIK 0001419612)	edgar_8k 2026-06-25	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	GENERAL ELECTRIC CO (GE) (CIK 0000040545)	edgar_8k 2026-06-25	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.58	Bristow Group Inc. (VTOL) (CIK 0001525221)	edgar_8k 2026-06-26	238_049 Archer Aviation plans to become operational in LA by 2028 Peter Diamandis	Auto/Transport	55%
0.58	PEABODY ENERGY CORP (BTU) (CIK 0001064728)	edgar_8k 2026-07-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	MASTEC INC (MTZ) (CIK 0000015615)	edgar_8k 2026-04-30	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-05-05	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-05-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-05-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-05-08	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	GENERAL DYNAMICS CORP (GD) (CIK 0000040533)	edgar_8k 2026-05-11	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-05-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	SPX Technologies, Inc. (SPXC) (CIK 0000088205)	edgar_8k 2026-05-12	S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay	mars_uncrewed_landing	25%
0.58	Nextpower Inc. (NXT) (CIK 0001852131)	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%
0.58	InnovAge Holding Corp. (INNV) (CIK 0001834376)	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%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-05-13	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-05-13	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	AKAMAI TECHNOLOGIES INC (AKAM) (CIK 0001086222)	edgar_8k 2026-05-13	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%
0.58	APPLIED MATERIALS INC /DE (AMAT) (CIK 0000006951)	edgar_8k 2026-05-14	FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis	Biotech/Longevity	31%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-05-14	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-05-18	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-05-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	InnovAge Holding Corp. (INNV) (CIK 0001834376)	edgar_8k 2026-05-18	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%
0.58	AKAMAI TECHNOLOGIES INC (AKAM) (CIK 0001086222)	edgar_8k 2026-05-18	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%
0.58	Palomar Holdings, Inc. (PLMR) (CIK 0001761312)	edgar_8k 2026-05-29	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	DYCOM INDUSTRIES INC (DY) (CIK 0000067215)	edgar_8k 2026-06-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Arista Networks, Inc. (ANET) (CIK 0001596532)	edgar_8k 2026-06-02	TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption)	—	12%
0.58	Broadcom Inc. (AVGO) (CIK 0001730168)	edgar_8k 2026-06-03	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.58	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-06-04	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-06-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-06-05	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-05	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	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%
0.58	Broadcom Inc. (AVGO) (CIK 0001730168)	edgar_8k 2026-06-11	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-06-15	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-06-16	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	Organogenesis Holdings Inc. (ORGO) (CIK 0001661181)	edgar_8k 2026-06-16	COD_BIO_005 Colossal adds at least one more de-extinction species to active embryo-transfer pipeline by end 2028 Codex Research Pack	Biotech/Longevity	47%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-16	240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin	Markets/Stocks	14%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-16	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	SoFi Technologies, Inc. (SOFI) (CIK 0001818874)	edgar_8k 2026-06-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Broadcom Inc. (AVGO) (CIK 0001730168)	edgar_8k 2026-06-18	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.58	MIDDLEBY Corp (MIDD) (CIK 0000769520)	edgar_8k 2026-06-17	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Nextpower Inc. (NXT) (CIK 0001852131)	edgar_8k 2026-06-22	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%
0.58	SPX Technologies, Inc. (SPXC) (CIK 0000088205)	edgar_8k 2026-06-22	S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay	mars_uncrewed_landing	25%
0.58	Navitas Semiconductor Corp (NVTS) (CIK 0001821769)	edgar_8k 2026-06-26	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	MIDDLEBY Corp (MIDD) (CIK 0000769520)	edgar_8k 2026-06-29	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	APPLIED OPTOELECTRONICS, INC. (AAOI) (CIK 0001158114)	edgar_8k 2026-07-01	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-05-01	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%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-05	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-04	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	ITRON, INC. (ITRI) (CIK 0000780571)	edgar_8k 2026-05-08	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%
0.58	TERAWULF INC. (WULF) (CIK 0001083301)	edgar_8k 2026-05-08	246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis	AI	39%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-12	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-05-12	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%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-13	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	LIGHTBRIDGE Corp (LTBR) (CIK 0001084554)	edgar_8k 2026-05-14	INF_040 Massive financial conglomerates will execute historic mergers to control underlying DC real-estate and fiber-optic assets: SoftBank's move to acquire DigitalBridge for its approximately $108 billion in infrastructure assets signals real-estate and fibe... SoftBank	Markets/Stocks	40%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-05-15	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%
0.58	ANALOG DEVICES INC (ADI) (CIK 0000006281)	edgar_8k 2026-05-19	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%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-05-29	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%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-06-01	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%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-03	244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi	Markets/Stocks	41%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-06-03	COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack	Robotics	27%
0.58	CrowdStrike Holdings, Inc. (CRWD) (CIK 0001535527)	edgar_8k 2026-06-03	S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028	humanoid_deployment	50%
0.58	Samsara Inc. (IOT) (CIK 0001642896)	edgar_8k 2026-06-04	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%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-08	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	SEMTECH CORP (SMTC) (CIK 0000088941)	edgar_8k 2026-06-08	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%
0.58	TERAWULF INC. (WULF) (CIK 0001083301)	edgar_8k 2026-06-10	246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis	AI	39%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-06-12	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%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-12	244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi	Markets/Stocks	41%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-18	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-18	244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi	Markets/Stocks	41%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-06-18	COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack	Robotics	27%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-06-22	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%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-30	CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross	Quantum/AI	15%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-07-02	COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack	Robotics	27%
0.58	ANALOG DEVICES INC (ADI) (CIK 0000006281)	edgar_8k 2026-07-02	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%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-05-05	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%
0.58	ENTEGRIS INC (ENTG) (CIK 0001101302)	edgar_8k 2026-05-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	ENTEGRIS INC (ENTG) (CIK 0001101302)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-05-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-05-13	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%
0.58	LIGHTBRIDGE Corp (LTBR) (CIK 0001084554)	edgar_8k 2026-05-14	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	DEXCOM INC (DXCM) (CIK 0001093557)	edgar_8k 2026-05-15	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%
0.58	UR-ENERGY INC (URG) (CIK 0001375205)	edgar_8k 2026-06-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Enovix Corp (ENVX) (CIK 0001828318)	edgar_8k 2026-06-12	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%
0.58	Accenture plc (ACN) (CIK 0001467373)	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%
0.58	BWX Technologies, Inc. (BWXT) (CIK 0001486957)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Kinsale Capital Group, Inc. (KNSL) (CIK 0001669162)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Astera Labs, Inc. (ALAB) (CIK 0001736297)	edgar_8k 2026-05-05	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%
0.58	Redwire Corp (RDW) (CIK 0001819810)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Rocket Lab Corp (RKLB) (CIK 0001819994)	edgar_8k 2026-05-08	COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack	Space	28%
0.58	IPG PHOTONICS CORP (IPGP) (CIK 0001111928)	edgar_8k 2026-05-15	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) (CIK 0001058290)	edgar_8k 2026-05-18	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%
0.58	Roblox Corp (RBLX) (CIK 0001315098)	edgar_8k 2026-05-29	TK08 Humanoid Capital Collapse (Figure/Apptronik Flop)	—	22%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-06-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-06-03	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) (CIK 0001058290)	edgar_8k 2026-06-03	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%
0.58	Rocket Lab Corp (RKLB) (CIK 0001819994)	edgar_8k 2026-06-05	COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack	Space	28%
0.58	Astera Labs, Inc. (ALAB) (CIK 0001736297)	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%
0.58	10x Genomics, Inc. (TXG) (CIK 0001770787)	edgar_8k 2026-06-08	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%
0.58	Redwire Corp (RDW) (CIK 0001819810)	edgar_8k 2026-06-09	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	MONOLITHIC POWER SYSTEMS INC (MPWR) (CIK 0001280452)	edgar_8k 2026-06-12	241_020 1 GW of power = ~$50 billion in hardware/software/data centers Eric Schmidt	Energy	49%
0.58	Redwire Corp (RDW) (CIK 0001819810)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Rocket Lab Corp (RKLB) (CIK 0001819994)	edgar_8k 2026-06-29	COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack	Space	28%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-07-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Redwire Corp (RDW) (CIK 0001819810)	edgar_8k 2026-07-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	NextDecade Corp (NEXT) (CIK 0001612720)	edgar_8k 2026-07-02	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	REGAL REXNORD CORP (RRX) (CIK 0000082811)	edgar_8k 2026-04-30	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	EXELON CORP (EXC) (CIK 0001109357)	edgar_8k 2026-04-30	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-05	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	DAVITA INC. (DVA) (CIK 0000927066)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Twist Bioscience Corp (TWST) (CIK 0001581280)	edgar_8k 2026-05-04	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-04	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	ALLIENT INC (ALNT) (CIK 0000046129)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	PLUG POWER INC (PLUG) (CIK 0001093691)	edgar_8k 2026-05-11	CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang	AI/Compute	54%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-12	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	Nextpower Inc. (NXT) (CIK 0001852131)	edgar_8k 2026-05-12	COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack	Robotics	27%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-05-13	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	MICROSOFT CORP (MSFT) (CIK 0000789019)	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%
0.58	Roblox Corp (RBLX) (CIK 0001315098)	edgar_8k 2026-05-29	CYB_013 The most resilient corporate moats in agentic commerce will NOT be built on software logic but on proprietary 'data flywheels' — platforms aggregating unbiased real-time consumer-intent data via continuous streams from millions of interacting autonomou... Dave Blundin	Markets/Stocks	52%
0.58	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-05-29	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-01	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	REGAL REXNORD CORP (RRX) (CIK 0000082811)	edgar_8k 2026-06-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Arista Networks, Inc. (ANET) (CIK 0001596532)	edgar_8k 2026-06-02	CYB_020 Starlink expansion — navigating regulatory regimes like India's IN-SPACe approvals — establishes a ubiquitous, high-bandwidth data canopy essential for routing planetary-scale AI agent communications without terrestrial fiber-optic latency. Gwynne Shotwell	Space	65%
0.58	QUANTUM CORP /DE/ (QMCO) (CIK 0000709283)	edgar_8k 2026-06-02	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	HIVE Digital Technologies Ltd. (HIVE) (CIK 0001720424)	edgar_8k 2026-06-02	SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore	Semis/Products	62%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-03	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	PLUG POWER INC (PLUG) (CIK 0001093691)	edgar_8k 2026-06-04	CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang	AI/Compute	54%
0.58	QUANTUM CORP /DE/ (QMCO) (CIK 0000709283)	edgar_8k 2026-06-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	MICROSOFT CORP (MSFT) (CIK 0000789019)	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%
0.58	ABM INDUSTRIES INC /DE/ (ABM) (CIK 0000771497)	edgar_8k 2026-06-05	CMQ_041 Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. Morgan Stanley	Semis/Memory	71%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-08	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	DAVITA INC. (DVA) (CIK 0000927066)	edgar_8k 2026-06-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	PEGASYSTEMS INC (PEGA) (CIK 0001013857)	edgar_8k 2026-06-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	CATERPILLAR INC (CAT) (CIK 0000018230)	edgar_8k 2026-06-11	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	PLUG POWER INC (PLUG) (CIK 0001093691)	edgar_8k 2026-06-11	CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang	AI/Compute	54%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-12	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	Powerfleet, Inc. (AIOT) (CIK 0001774170)	edgar_8k 2026-06-15	INF_067 Uber will execute "utilization guarantee agreements" with major charging networks — EVgo in the US; Electra, Hubber, and Ionity in Europe — giving autonomous fleets prioritized access to power grids and converting charging networks into fleet-demand-ce... Dara Khosrowshahi	Auto/Transport	64%
0.58	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-06-15	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	Autodesk, Inc. (ADSK) (CIK 0000769397)	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%
0.58	PLUG POWER INC (PLUG) (CIK 0001093691)	edgar_8k 2026-06-15	CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang	AI/Compute	54%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-18	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	Vertiv Holdings Co (VRT) (CIK 0001674101)	edgar_8k 2026-06-18	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	PEGASYSTEMS INC (PEGA) (CIK 0001013857)	edgar_8k 2026-06-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Autodesk, Inc. (ADSK) (CIK 0000769397)	edgar_8k 2026-06-18	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%
0.58	BILL Holdings, Inc. (BILL) (CIK 0001786352)	edgar_8k 2026-06-17	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Nextpower Inc. (NXT) (CIK 0001852131)	edgar_8k 2026-06-22	COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack	Robotics	27%
0.58	QUANTUM CORP /DE/ (QMCO) (CIK 0000709283)	edgar_8k 2026-06-25	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	HIVE Digital Technologies Ltd. (HIVE) (CIK 0001720424)	edgar_8k 2026-06-25	SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore	Semis/Products	62%
0.58	HIVE Digital Technologies Ltd. (HIVE) (CIK 0001720424)	edgar_8k 2026-06-25	SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore	Semis/Products	62%
0.58	QUALCOMM INC/DE (QCOM) (CIK 0000804328)	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%
0.58	Powerfleet, Inc. (AIOT) (CIK 0001774170)	edgar_8k 2026-07-01	INF_067 Uber will execute "utilization guarantee agreements" with major charging networks — EVgo in the US; Electra, Hubber, and Ionity in Europe — giving autonomous fleets prioritized access to power grids and converting charging networks into fleet-demand-ce... Dara Khosrowshahi	Auto/Transport	64%
0.58	Cloudflare, Inc. (NET) (CIK 0001477333)	edgar_8k 2026-07-01	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%
0.58	HIVE Digital Technologies Ltd. (HIVE) (CIK 0001720424)	edgar_8k 2026-07-01	SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore	Semis/Products	62%
0.58	D-Wave Quantum Inc. (QBTS) (CIK 0001907982)	edgar_8k 2026-06-30	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	Cloudflare, Inc. (NET) (CIK 0001477333)	edgar_8k 2026-06-30	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%
0.58	MASTEC INC (MTZ) (CIK 0000015615)	edgar_8k 2026-04-30	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%
0.58	Constellation Energy Corp (CEG) (CIK 0001868275)	edgar_8k 2026-05-01	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-05-05	SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang	Policy/Semis	66%
0.58	Lumentum Holdings Inc. (LITE) (CIK 0001633978)	edgar_8k 2026-05-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Schrodinger, Inc. (SDGR) (CIK 0001490978)	edgar_8k 2026-05-05	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Twist Bioscience Corp (TWST) (CIK 0001581280)	edgar_8k 2026-05-04	TK13 Biotech/Synbio Safety Event	—	15%
0.58	Brookfield Asset Management Ltd. (BAM) (CIK 0001937926)	edgar_8k 2026-05-08	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	Brookfield Asset Management Ltd. (BAM) (CIK 0001937926)	edgar_8k 2026-05-08	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-05-11	CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla	Robotics	37%
0.58	Brookfield Asset Management Ltd. (BAM) (CIK 0001937926)	edgar_8k 2026-05-11	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	VISA INC. (V) (CIK 0001403161)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Constellation Energy Corp (CEG) (CIK 0001868275)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	EQUINIX INC (EQIX) (CIK 0001101239)	edgar_8k 2026-05-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	ENTERGY CORP /DE/ (ETR) (CIK 0000065984)	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%
0.58	VISA INC. (V) (CIK 0001403161)	edgar_8k 2026-05-12	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	ENTERGY CORP /DE/ (ETR) (CIK 0000065984)	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%
0.58	LiveRamp Holdings, Inc. (RAMP) (CIK 0000733269)	edgar_8k 2026-05-13	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	EQUINIX INC (EQIX) (CIK 0001101239)	edgar_8k 2026-05-15	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	ONTO INNOVATION INC. (ONTO) (CIK 0000704532)	edgar_8k 2026-05-18	CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock	Robotics	69%
0.58	LiveRamp Holdings, Inc. (RAMP) (CIK 0000733269)	edgar_8k 2026-05-18	247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis	AI	42%
0.58	ANALOG DEVICES INC (ADI) (CIK 0000006281)	edgar_8k 2026-05-19	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	Lumentum Holdings Inc. (LITE) (CIK 0001633978)	edgar_8k 2026-06-01	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Constellation Energy Corp (CEG) (CIK 0001868275)	edgar_8k 2026-06-02	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Atkore Inc. (ATKR) (CIK 0001666138)	edgar_8k 2026-06-04	SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang	Policy/Semis	66%
0.58	Schrodinger, Inc. (SDGR) (CIK 0001490978)	edgar_8k 2026-06-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Brookfield Asset Management Ltd. (BAM) (CIK 0001937926)	edgar_8k 2026-06-09	TK10 $100T Sovereign Debt Crisis	—	12%
0.58	ADOBE INC. (ADBE) (CIK 0000796343)	edgar_8k 2026-06-11	AI_013 'SaaSpocalypse' — traditional Software-as-a-Service incumbents (Salesforce, Adobe, HubSpot) will see massive sustained declines in market capitalization; AI lowers the barrier to creating bespoke customized software, eliminating the SaaS subscription m... Morgan Stanley	Markets/Stocks	29%
0.58	MONOLITHIC POWER SYSTEMS INC (MPWR) (CIK 0001280452)	edgar_8k 2026-06-12	INF_010 US data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues. Morgan Stanley	Energy	56%
0.58	CHART INDUSTRIES INC (GTLS) (CIK 0000892553)	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%
0.58	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-18	CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla	Robotics	37%
0.58	Accenture plc (ACN) (CIK 0001467373)	edgar_8k 2026-06-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Serve Robotics Inc. /DE/ (SERV) (CIK 0001832483)	edgar_8k 2026-06-24	CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla	Robotics	37%
0.58	VISA INC. (V) (CIK 0001403161)	edgar_8k 2026-06-26	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Schrodinger, Inc. (SDGR) (CIK 0001490978)	edgar_8k 2026-06-29	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	ANALOG DEVICES INC (ADI) (CIK 0000006281)	edgar_8k 2026-07-02	SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore	Semis/Markets	53%
0.58	Lucid Group, Inc. (LCID) (CIK 0001811210)	edgar_8k 2026-04-29	AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi	Auto/Transport	76%
0.58	MASTEC INC (MTZ) (CIK 0000015615)	edgar_8k 2026-04-30	TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption)	—	12%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-05-05	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	AMERICAN ELECTRIC POWER CO INC (AEP) (CIK 0000004904)	edgar_8k 2026-05-05	247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross	AI	35%
0.58	Lucid Group, Inc. (LCID) (CIK 0001811210)	edgar_8k 2026-05-05	AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi	Auto/Transport	76%
0.58	Astera Labs, Inc. (ALAB) (CIK 0001736297)	edgar_8k 2026-05-05	246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis	AI	39%
0.58	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-05-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	DAVITA INC. (DVA) (CIK 0000927066)	edgar_8k 2026-05-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Robinhood Markets, Inc. (HOOD) (CIK 0001783879)	edgar_8k 2026-05-08	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	AbCellera Biologics Inc. (ABCL) (CIK 0001703057)	edgar_8k 2026-05-11	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	TERADYNE, INC (TER) (CIK 0000097210)	edgar_8k 2026-05-11	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	Lumen Technologies, Inc. (LUMN) (CIK 0000018926)	edgar_8k 2026-05-12	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	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%
0.58	AMPHENOL CORP /DE/ (APH) (CIK 0000820313)	edgar_8k 2026-05-12	TK04 Macro Recession 2026-27 (Structural Deleveraging)	—	25%
0.58	LIGHTBRIDGE Corp (LTBR) (CIK 0001084554)	edgar_8k 2026-05-14	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	APPLIED MATERIALS INC /DE (AMAT) (CIK 0000006951)	edgar_8k 2026-05-14	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	AMERICAN ELECTRIC POWER CO INC (AEP) (CIK 0000004904)	edgar_8k 2026-05-14	247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross	AI	35%
0.58	Lumen Technologies, Inc. (LUMN) (CIK 0000018926)	edgar_8k 2026-05-14	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	Spire Global, Inc. (SPIR) (CIK 0001816017)	edgar_8k 2026-05-13	242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets	Markets/Stocks	45%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	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%
0.58	Cerebras Systems Inc. (CBRS) (CIK 0002021728)	edgar_8k 2026-05-15	S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030	humanoid_deployment	20%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-05-18	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	ONTO INNOVATION INC. (ONTO) (CIK 0000704532)	edgar_8k 2026-05-18	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%
0.58	ONTO INNOVATION INC. (ONTO) (CIK 0000704532)	edgar_8k 2026-05-18	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	ANALOG DEVICES INC (ADI) (CIK 0000006281)	edgar_8k 2026-05-19	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-05-29	CMQ_039 TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafers/month by 2026 to meet baseline demand from NVIDIA, AMD, and hyperscaler ASICs. Morgan Stanley	Semis/Packaging	71%
0.58	Spire Global, Inc. (SPIR) (CIK 0001816017)	edgar_8k 2026-05-29	242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets	Markets/Stocks	45%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-05-29	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%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-06-01	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%
0.58	Lucid Group, Inc. (LCID) (CIK 0001811210)	edgar_8k 2026-06-01	AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi	Auto/Transport	76%
0.58	Robinhood Markets, Inc. (HOOD) (CIK 0001783879)	edgar_8k 2026-06-03	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	STEM, INC. (STEM) (CIK 0001758766)	edgar_8k 2026-06-03	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	AbCellera Biologics Inc. (ABCL) (CIK 0001703057)	edgar_8k 2026-06-05	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Lucid Group, Inc. (LCID) (CIK 0001811210)	edgar_8k 2026-06-05	AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi	Auto/Transport	76%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-05	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	Astera Labs, Inc. (ALAB) (CIK 0001736297)	edgar_8k 2026-06-08	246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis	AI	39%
0.58	DAVITA INC. (DVA) (CIK 0000927066)	edgar_8k 2026-06-08	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	Lumen Technologies, Inc. (LUMN) (CIK 0000018926)	edgar_8k 2026-06-11	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	Lumen Technologies, Inc. (LUMN) (CIK 0000018926)	edgar_8k 2026-06-10	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	AbCellera Biologics Inc. (ABCL) (CIK 0001703057)	edgar_8k 2026-06-12	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-06-12	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%
0.58	MONOLITHIC POWER SYSTEMS INC (MPWR) (CIK 0001280452)	edgar_8k 2026-06-12	COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack	Semis	50%
0.58	Seagate Technology Holdings plc (STX) (CIK 0001137789)	edgar_8k 2026-06-12	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%
0.58	AES CORP (AES) (CIK 0000874761)	edgar_8k 2026-06-12	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%
0.58	MOSAIC CO (MOS) (CIK 0001285785)	edgar_8k 2026-06-15	CMQ_039 TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafers/month by 2026 to meet baseline demand from NVIDIA, AMD, and hyperscaler ASICs. Morgan Stanley	Semis/Packaging	71%
0.58	Robinhood Markets, Inc. (HOOD) (CIK 0001783879)	edgar_8k 2026-06-16	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	AES CORP (AES) (CIK 0000874761)	edgar_8k 2026-06-16	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%
0.58	Organogenesis Holdings Inc. (ORGO) (CIK 0001661181)	edgar_8k 2026-06-16	230_001 A billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet). Alex Wissner-Gross	AI	43%
0.58	DOMINION ENERGY, INC (D) (CIK 0000715957)	edgar_8k 2026-06-16	SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore	Capital Markets	45%
0.58	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-06-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	PFIZER INC (PFE) (CIK 0000078003)	edgar_8k 2026-06-18	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	AbCellera Biologics Inc. (ABCL) (CIK 0001703057)	edgar_8k 2026-06-17	SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore	Capital Markets	55%
0.58	ACM Research, Inc. (ACMR) (CIK 0001680062)	edgar_8k 2026-06-22	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%
0.58	Lucid Group, Inc. (LCID) (CIK 0001811210)	edgar_8k 2026-06-22	AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi	Auto/Transport	76%
0.58	Robinhood Markets, Inc. (HOOD) (CIK 0001783879)	edgar_8k 2026-06-25	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	QUALCOMM INC/DE (QCOM) (CIK 0000804328)	edgar_8k 2026-06-24	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%
0.58	Robinhood Markets, Inc. (HOOD) (CIK 0001783879)	edgar_8k 2026-06-26	S_IPO_TRILLION_2026 First $1T+ IPO in 2026	ipo_trillion_plus	25%
0.58	AES CORP (AES) (CIK 0000874761)	edgar_8k 2026-06-26	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%
0.58	Energy Vault Holdings, Inc. (NRGV) (CIK 0001828536)	edgar_8k 2026-07-01	240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley	Energy	47%