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 3 of 13, 200 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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Bulk auto-confirm by similarity threshold

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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Bulk action
SimDocSourcePredDomainPrior
0.60edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-11
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.60edgar_8k
2026-05-12
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-05-12
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-05-15
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-05-18
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.60edgar_8k
2026-05-29
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.60edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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 Markets68%
0.60edgar_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 Markets55%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-06-11
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.60edgar_8k
2026-06-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-10
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.60edgar_8k
2026-06-10
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.60edgar_8k
2026-06-12
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-06-12
TK10
$100T Sovereign Debt Crisis
12%
0.60edgar_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
Semis72%
0.60edgar_8k
2026-06-18
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-06-22
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-06-25
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.60edgar_8k
2026-06-25
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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 Markets55%
0.60edgar_8k
2026-06-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-04-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-12
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.60edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-15
INF_043
Unit cost of intelligence will drop at a rate far exceeding Moore's Law, driving explosive demand growth that filters out to edge devices and localized small models.
Marc Andreessen
AI47%
0.60edgar_8k
2026-06-02
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.60edgar_8k
2026-06-03
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.60edgar_8k
2026-06-04
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.60edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-08
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis64%
0.60edgar_8k
2026-06-10
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.60edgar_8k
2026-06-16
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.60edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-07-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-07-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-07-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-04
TK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22%
0.60edgar_8k
2026-05-12
232_060
We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.
Alex Wissner-Gross
AI20%
0.60edgar_8k
2026-05-14
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.60edgar_8k
2026-05-15
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.60edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
232_060
We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.
Alex Wissner-Gross
AI20%
0.60edgar_8k
2026-06-08
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.60edgar_8k
2026-06-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-15
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.60edgar_8k
2026-06-16
232_060
We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.
Alex Wissner-Gross
AI20%
0.60edgar_8k
2026-06-18
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.60edgar_8k
2026-06-18
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.60edgar_8k
2026-06-24
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.60edgar_8k
2026-05-05
TK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)
8%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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
Semis72%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-05-18
247_003
Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO
Alex Wissner-Gross
AI35%
0.60edgar_8k
2026-06-03
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-06-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-12
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.60edgar_8k
2026-06-16
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.60edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-22
AUT_023
Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature.
Morgan Stanley
Auto/Transport47%
0.60edgar_8k
2026-06-25
AUT_023
Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature.
Morgan Stanley
Auto/Transport47%
0.60edgar_8k
2026-06-29
AUT_023
Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature.
Morgan Stanley
Auto/Transport47%
0.59edgar_8k
2026-05-04
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
humanoid_deployment20%
0.59edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-08
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.59edgar_8k
2026-05-13
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.59edgar_8k
2026-05-14
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.59edgar_8k
2026-05-14
SEM_030
S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap).
Mike Wilson
Capital Markets43%
0.59edgar_8k
2026-05-15
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-15
INF_050
Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely.
Jensen Huang
Energy39%
0.59edgar_8k
2026-05-15
INF_070
Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen...
Leopold Aschenbrenner
Energy57%
0.59edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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
Semis72%
0.59edgar_8k
2026-05-29
INF_050
Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely.
Jensen Huang
Energy39%
0.59edgar_8k
2026-05-29
INF_070
Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen...
Leopold Aschenbrenner
Energy57%
0.59edgar_8k
2026-06-03
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_8k
2026-06-04
TK13
Biotech/Synbio Safety Event
15%
0.59edgar_8k
2026-06-04
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets45%
0.59edgar_8k
2026-06-05
INF_001
Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.
Leopold Aschenbrenner
AI48%
0.59edgar_8k
2026-06-11
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-06-10
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets45%
0.59edgar_8k
2026-06-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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 Markets68%
0.59edgar_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
AI48%
0.59edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-18
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_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 Markets68%
0.59edgar_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
Energy39%
0.59edgar_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
Energy57%
0.59edgar_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
Energy39%
0.59edgar_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
Energy57%
0.59edgar_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 Markets68%
0.59edgar_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
AI48%
0.59edgar_8k
2026-04-30
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-05-05
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_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 Markets55%
0.59edgar_8k
2026-05-11
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-13
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_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/Semis66%
0.59edgar_8k
2026-05-29
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-06-04
242_058
Cybercab owners will generate revenue via autonomous ridesharing fleets
Peter Diamandis
Auto/Transport51%
0.59edgar_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 Markets55%
0.59edgar_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 Markets55%
0.59edgar_8k
2026-06-10
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_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 Markets55%
0.59edgar_8k
2026-06-15
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.59edgar_8k
2026-06-15
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-08
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_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 Markets55%
0.59edgar_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 Markets55%
0.59edgar_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 Markets68%
0.59edgar_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 Markets55%
0.59edgar_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/Stocks38%
0.59edgar_8k
2026-06-12
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.59edgar_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/Stocks38%
0.59edgar_8k
2026-05-04
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.59edgar_8k
2026-05-08
S_IPO_TRILLION_2027
First $1T+ IPO in 2027
ipo_trillion_plus40%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Stocks65%
0.59edgar_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/Stocks65%
0.59edgar_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 Markets68%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-05-15
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-15
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-05-29
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-05-29
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.59edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Stocks65%
0.59edgar_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/Stocks65%
0.59edgar_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
Robotics69%
0.59edgar_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/Stocks65%
0.59edgar_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 Markets68%
0.59edgar_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/Stocks65%
0.59edgar_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 Markets68%
0.59edgar_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
Robotics69%
0.59edgar_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/Stocks65%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Stocks65%
0.59edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-25
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-06-25
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-06-25
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-07-01
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.59edgar_8k
2026-05-05
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-04
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-12
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-13
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-01
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-01
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_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
Energy39%
0.59edgar_8k
2026-06-04
S_AGI_SLOW_2031
AGI slow: Schmidt/Hassabis 5-10 year path
agi_general_capability25%
0.59edgar_8k
2026-06-08
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-15
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_8k
2026-06-18
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-18
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_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
Energy57%
0.59edgar_8k
2026-06-30
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_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 Markets68%
0.59edgar_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
Robotics37%
0.59edgar_8k
2026-05-08
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.59edgar_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 Markets55%
0.59edgar_8k
2026-05-11
COD_ROB_003
At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027
Codex Research Pack
Robotics33%
0.59edgar_8k
2026-05-11
246_035
Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.
Peter Diamandis
AI39%
0.59edgar_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 Markets68%
0.59edgar_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 Markets55%
0.59edgar_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 Markets55%
0.59edgar_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 Markets55%
0.59edgar_8k
2026-06-10
240_055
Anthropic heading to IPO, pursuing $50B from Amazon
Dave Blundin
Markets/Stocks47%
0.59edgar_8k
2026-06-12
240_055
Anthropic heading to IPO, pursuing $50B from Amazon
Dave Blundin
Markets/Stocks47%