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106,328 candidate doc → node links pending adjudication. Each was auto-generated by cosine similarity ≥ 0.55 between document and prediction embeddings (bge-base-en-v1.5, 768-dim). Showing page 3 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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| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.58 | edgar_8k 2026-07-02 | 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 | edgar_8k 2026-07-02 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-04-29 | 238_033 Meta will someday be acquired by an AI company (largest-company-killer scenario) Alex Wissner-Gross | Markets/Stocks | 35% | ||
| 0.58 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-04-30 | 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 | edgar_8k 2026-05-05 | 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% | ||
| 0.58 | edgar_8k 2026-05-05 | 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 | 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 | edgar_8k 2026-05-04 | 246_002 SpaceX 2026 revenue will double to $20 billion (from $16B in 2025). Peter Diamandis | Markets/Stocks | 38% | ||
| 0.58 | edgar_8k 2026-05-04 | 238_033 Meta will someday be acquired by an AI company (largest-company-killer scenario) Alex Wissner-Gross | Markets/Stocks | 35% | ||
| 0.58 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-08 | AI_028 Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by Dorsey's launch of Bitchat — will become critical infrastructure for verifiable human communication as the internet is flooded with synthetic content and deep... Jack Dorsey | Crypto | 28% | ||
| 0.58 | edgar_8k 2026-05-11 | 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 | 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 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-14 | 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% | ||
| 0.58 | edgar_8k 2026-05-14 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.58 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-13 | 232_035 Apple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models. Alex Wissner-Gross | Markets/Stocks | 26% | ||
| 0.58 | edgar_8k 2026-05-15 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.58 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-19 | 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 | edgar_8k 2026-05-29 | 238_033 Meta will someday be acquired by an AI company (largest-company-killer scenario) Alex Wissner-Gross | Markets/Stocks | 35% | ||
| 0.58 | edgar_8k 2026-05-29 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-29 | 232_035 Apple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models. Alex Wissner-Gross | Markets/Stocks | 26% | ||
| 0.58 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-01 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-02 | 246_002 SpaceX 2026 revenue will double to $20 billion (from $16B in 2025). Peter Diamandis | Markets/Stocks | 38% | ||
| 0.58 | edgar_8k 2026-06-04 | 235_033 Chinese eVTOL taxi service moving toward commercial operations in 2027. Peter Diamandis | Auto/Transport | 52% | ||
| 0.58 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-05 | 246_002 SpaceX 2026 revenue will double to $20 billion (from $16B in 2025). Peter Diamandis | Markets/Stocks | 38% | ||
| 0.58 | edgar_8k 2026-06-05 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.58 | 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 | edgar_8k 2026-06-08 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.58 | edgar_8k 2026-06-11 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-10 | 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 | edgar_8k 2026-06-12 | INF_013 Natural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow... Morgan Stanley | Energy | 59% | ||
| 0.58 | edgar_8k 2026-06-12 | 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 | edgar_8k 2026-06-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-15 | 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% | ||
| 0.58 | edgar_8k 2026-06-16 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-16 | FUT_005 Emergence of 'Living Intelligence' 2026-2031: violent transformative convergence between biological science, silicon-based sensor networks, and algorithmic orchestration — biological cells programmed with same precision as silicon computers. Living cel... Amy Webb | Biotech/Longevity | 50% | ||
| 0.58 | edgar_8k 2026-06-16 | 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 | edgar_8k 2026-06-16 | INF_009 The first multi-behavior brain-organoid upload is imminent — wetware ('brain organoid') computing has progressed from Pong (2021) to Doom-class simulators (2025), and offers a pathway out of silicon thermal limits at ~20W per brain-equivalent compute. Alex Wissner-Gross | AI | 17% | ||
| 0.58 | edgar_8k 2026-06-18 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.58 | edgar_8k 2026-06-17 | 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 | edgar_8k 2026-06-22 | AI_028 Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by Dorsey's launch of Bitchat — will become critical infrastructure for verifiable human communication as the internet is flooded with synthetic content and deep... Jack Dorsey | Crypto | 28% | ||
| 0.58 | edgar_8k 2026-06-24 | 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 | 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 | edgar_8k 2026-07-01 | 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 | edgar_8k 2026-07-02 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.58 | 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 | 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 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-05 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.58 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-08 | 240_056 Anthropic enterprise market share to continue growing (went from 40% to 73% in 3 months) Peter Diamandis | AI | 54% | ||
| 0.58 | edgar_8k 2026-05-08 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | 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% | ||
| 0.58 | edgar_8k 2026-05-08 | 246_036 Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. Peter Diamandis | AI | 46% | ||
| 0.58 | edgar_8k 2026-05-11 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.58 | edgar_8k 2026-05-11 | 240_056 Anthropic enterprise market share to continue growing (went from 40% to 73% in 3 months) Peter Diamandis | AI | 54% | ||
| 0.58 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-11 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.58 | 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% | ||
| 0.58 | edgar_8k 2026-05-12 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.58 | 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% | ||
| 0.58 | 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 | 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% | ||
| 0.58 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | 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 | 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% | ||
| 0.58 | 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 | 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 | edgar_8k 2026-05-14 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.58 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-19 | 242_035 S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years Dave Blundin | Markets/Stocks | 36% | ||
| 0.58 | edgar_8k 2026-05-19 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | edgar_8k 2026-05-19 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-29 | 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 | edgar_8k 2026-06-02 | 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 | edgar_8k 2026-06-02 | 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 | edgar_8k 2026-06-02 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | 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 | edgar_8k 2026-06-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-04 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | edgar_8k 2026-06-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-05 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | 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 | edgar_8k 2026-06-11 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.58 | edgar_8k 2026-06-10 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.58 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-06-10 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-10 | 246_036 Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. Peter Diamandis | AI | 46% | ||
| 0.58 | edgar_8k 2026-06-12 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | 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 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | 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 | edgar_8k 2026-06-15 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.58 | edgar_8k 2026-06-15 | 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 | edgar_8k 2026-06-16 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-06-16 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-16 | 242_035 S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years Dave Blundin | Markets/Stocks | 36% | ||
| 0.58 | edgar_8k 2026-06-18 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.58 | 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 | 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 | edgar_8k 2026-06-17 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-17 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.58 | edgar_8k 2026-06-22 | 242_035 S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years Dave Blundin | Markets/Stocks | 36% | ||
| 0.58 | 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% | ||
| 0.58 | edgar_8k 2026-06-24 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.58 | edgar_8k 2026-07-01 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-07-02 | 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% | ||
| 0.57 | edgar_8k 2026-04-30 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-04-30 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-04 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-04 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-05 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.57 | edgar_8k 2026-05-05 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.57 | edgar_8k 2026-05-04 | 239_003 We are currently in AI hard takeoff Elon Musk | AI | 47% | ||
| 0.57 | edgar_8k 2026-05-04 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-05-04 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-11 | AUT_001 The HIM platform has demonstrated commercial viability of autonomous multi-agent corporate execution — 5-agent organizational structures running continuously from a single node, with product applications generating substantial revenue within minutes of... Alex Finn | AI | 51% | ||
| 0.57 | edgar_8k 2026-05-11 | INF_055 Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement. Sam Altman | Energy | 28% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-13 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-05-15 | S_COMPUTE_10GW_2028 Compute: 10GW total by Dec 2028 | compute_scale | 40% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-15 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-29 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-05-29 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-01 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.57 | edgar_8k 2026-06-02 | 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% | ||
| 0.57 | edgar_8k 2026-06-02 | 239_003 We are currently in AI hard takeoff Elon Musk | AI | 47% | ||
| 0.57 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-03 | 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% | ||
| 0.57 | edgar_8k 2026-06-05 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-06-05 | 239_003 We are currently in AI hard takeoff Elon Musk | AI | 47% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-15 | AUT_001 The HIM platform has demonstrated commercial viability of autonomous multi-agent corporate execution — 5-agent organizational structures running continuously from a single node, with product applications generating substantial revenue within minutes of... Alex Finn | AI | 51% | ||
| 0.57 | edgar_8k 2026-06-15 | INF_055 Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement. Sam Altman | Energy | 28% | ||
| 0.57 | edgar_8k 2026-06-18 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-18 | 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% | ||
| 0.57 | edgar_8k 2026-06-18 | 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% | ||
| 0.57 | edgar_8k 2026-06-17 | AUT_001 The HIM platform has demonstrated commercial viability of autonomous multi-agent corporate execution — 5-agent organizational structures running continuously from a single node, with product applications generating substantial revenue within minutes of... Alex Finn | AI | 51% | ||
| 0.57 | edgar_8k 2026-06-17 | INF_055 Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement. Sam Altman | Energy | 28% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-07-01 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-07-01 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-07-01 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-06-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-30 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-07-02 | 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% | ||
| 0.57 | edgar_8k 2026-07-02 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-04-29 | 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% | ||
| 0.57 | edgar_8k 2026-04-30 | 246_010 SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years. Peter Diamandis | Markets/Stocks | 43% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-05 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-05-05 | CMQ_036 SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. Morgan Stanley | Semis/Memory | 68% | ||
| 0.57 | edgar_8k 2026-05-08 | 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% | ||
| 0.57 | edgar_8k 2026-05-11 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-11 | 248_019 US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm. Alex Wissner-Gross | Space | 12% | ||
| 0.57 | edgar_8k 2026-05-11 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.57 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-12 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.57 | edgar_8k 2026-05-12 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.57 | edgar_8k 2026-05-12 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.57 | edgar_8k 2026-05-13 | CMQ_036 SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. Morgan Stanley | Semis/Memory | 68% | ||
| 0.57 | edgar_8k 2026-05-13 | 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% | ||
| 0.57 | edgar_8k 2026-05-13 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-18 | 238_027 OpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW friction Alex Wissner-Gross | AI | 35% | ||
| 0.57 | edgar_8k 2026-05-18 | 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% | ||
| 0.57 | edgar_8k 2026-05-19 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.57 | edgar_8k 2026-05-29 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.57 | edgar_8k 2026-06-02 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.57 | edgar_8k 2026-06-02 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-06-02 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.57 | edgar_8k 2026-06-02 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.57 | edgar_8k 2026-06-03 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-05 | 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% | ||
| 0.57 | edgar_8k 2026-06-05 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-08 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-09 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-12 | CMQ_036 SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. Morgan Stanley | Semis/Memory | 68% | ||
| 0.57 | edgar_8k 2026-06-15 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-15 | 248_019 US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm. Alex Wissner-Gross | Space | 12% | ||
| 0.57 | edgar_8k 2026-06-16 | 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% | ||
| 0.57 | edgar_8k 2026-06-18 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-17 | 248_019 US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm. Alex Wissner-Gross | Space | 12% | ||
| 0.57 | edgar_8k 2026-06-17 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-22 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-25 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-06-25 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.57 | edgar_8k 2026-06-25 | 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% | ||
| 0.57 | edgar_8k 2026-06-25 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.57 | edgar_8k 2026-06-25 | 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% | ||
| 0.57 | edgar_8k 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-24 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.57 | edgar_8k 2026-06-26 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-29 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-29 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.57 | edgar_8k 2026-07-01 | 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% | ||
| 0.57 | edgar_8k 2026-07-01 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.57 | edgar_8k 2026-07-01 | 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% | ||
| 0.57 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-05 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.57 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-05 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-11 | TK15 SpaceX Starship Catastrophic Failure | — | 12% | ||
| 0.57 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-13 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.57 | edgar_8k 2026-05-15 | S_COMPUTE_10GW_2028 Compute: 10GW total by Dec 2028 | compute_scale | 40% | ||
| 0.57 | edgar_8k 2026-05-15 | SPC_001 The global space industry, roughly $350 billion today, will surge past $1 trillion by 2040 — fueled by higher launch cadences, new product introductions, and mature policy support characterizing the 2026 fiscal landscape. Morgan Stanley | Space | 60% | ||
| 0.57 | edgar_8k 2026-05-18 | FUT_013 Exponential scaling of modular battery swapping infrastructure (Ample), mass production of clean-energy lithium-ion batteries (Northvolt), and low-GHG shipping + massive high-voltage ultra-long-distance transmission grids become economically viable pur... Ramez Naam | Auto/Transport | 44% | ||
| 0.57 | edgar_8k 2026-05-18 | 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% | ||
| 0.57 | edgar_8k 2026-05-29 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-29 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-29 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-02 | 246_036 Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. Peter Diamandis | AI | 46% | ||
| 0.57 | edgar_8k 2026-06-03 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-03 | COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack | Robotics | 33% | ||
| 0.57 | edgar_8k 2026-06-08 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-12 | COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack | Robotics | 33% | ||
| 0.57 | edgar_8k 2026-06-15 | TK15 SpaceX Starship Catastrophic Failure | — | 12% | ||
| 0.57 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-15 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.57 | edgar_8k 2026-06-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-17 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-17 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-17 | FUT_013 Exponential scaling of modular battery swapping infrastructure (Ample), mass production of clean-energy lithium-ion batteries (Northvolt), and low-GHG shipping + massive high-voltage ultra-long-distance transmission grids become economically viable pur... Ramez Naam | Auto/Transport | 44% | ||
| 0.57 | edgar_8k 2026-06-22 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-22 | SPC_001 The global space industry, roughly $350 billion today, will surge past $1 trillion by 2040 — fueled by higher launch cadences, new product introductions, and mature policy support characterizing the 2026 fiscal landscape. Morgan Stanley | Space | 60% | ||
| 0.57 | edgar_8k 2026-06-30 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-07-02 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-04-29 | CMQ_049 Traditional tech giants (Apple, Meta, Microsoft) with massive existing platform distribution will capture monopolistic shares of the consumer AI agent market via deep OS-level integration. Jason Calacanis | AI/Markets | 50% | ||
| 0.57 | edgar_8k 2026-05-05 | 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% | ||
| 0.57 | edgar_8k 2026-05-05 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.57 | edgar_8k 2026-05-05 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-05-05 | INF_007 OpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age. Alex Wissner-Gross | AI | 43% | ||
| 0.57 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-04 | CMQ_049 Traditional tech giants (Apple, Meta, Microsoft) with massive existing platform distribution will capture monopolistic shares of the consumer AI agent market via deep OS-level integration. Jason Calacanis | AI/Markets | 50% | ||
| 0.57 | edgar_8k 2026-05-13 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-18 | 231_017 A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. Alex Wissner-Gross | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-29 | CMQ_049 Traditional tech giants (Apple, Meta, Microsoft) with massive existing platform distribution will capture monopolistic shares of the consumer AI agent market via deep OS-level integration. Jason Calacanis | AI/Markets | 50% | ||
| 0.57 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-01 | 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% | ||
| 0.57 | edgar_8k 2026-06-02 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-05 | INF_007 OpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age. Alex Wissner-Gross | AI | 43% | ||
| 0.57 | edgar_8k 2026-06-05 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.57 | edgar_8k 2026-06-08 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.57 | edgar_8k 2026-06-08 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-11 | 231_017 A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. Alex Wissner-Gross | AI | 42% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-10 | 231_017 A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. Alex Wissner-Gross | AI | 42% | ||
| 0.57 | edgar_8k 2026-06-10 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-18 | 231_017 A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. Alex Wissner-Gross | AI | 42% | ||
| 0.57 | edgar_8k 2026-06-18 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-17 | 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% | ||
| 0.57 | edgar_8k 2026-06-25 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-29 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.57 | edgar_8k 2026-06-29 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-07-02 | INF_007 OpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age. Alex Wissner-Gross | AI | 43% | ||
| 0.57 | edgar_8k 2026-05-05 | 247_010 Anthropic will beat OpenAI in valuation trajectory Dave Blundin | AI | 40% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-05 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-04 | IND_020 Massive 'rerating' of Biotech industry — by 2026, generative biology achieves its 'De Novo' moment where an AI-designed drug candidate triggers multi-billion-dollar partnerships; AI expands Total Addressable Market (TAM) of gene editing by 100x, moving... Morgan Stanley | Biotech/Longevity | 36% | ||
| 0.57 | edgar_8k 2026-05-08 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.57 | edgar_8k 2026-05-08 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-05-08 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.57 | edgar_8k 2026-05-11 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.57 | edgar_8k 2026-05-11 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-05-11 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.57 | edgar_8k 2026-05-11 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.57 | edgar_8k 2026-05-11 | 248_001 Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors. Alex Wissner-Gross | Space | 34% | ||
| 0.57 | edgar_8k 2026-05-12 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-05-12 | 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% | ||
| 0.57 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-12 | TK11 Autonomous Regulatory Block (Level 4 Halt) | — | 10% | ||
| 0.57 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-29 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.57 | edgar_8k 2026-05-29 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.57 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-02 | INF_051 Tech-sector data centers will invert the tech-utility relationship: when operating below peak capacity, excess clean electricity from corporate-owned SMRs will flow back into municipal grids, positioning tech giants as primary energy providers to local... Jensen Huang | Energy | 28% | ||
| 0.57 | edgar_8k 2026-06-03 | 229_038 Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock). Dave Blundin | Macro/Economy | 11% | ||
| 0.57 | edgar_8k 2026-06-04 | 247_010 Anthropic will beat OpenAI in valuation trajectory Dave Blundin | AI | 40% | ||
| 0.57 | edgar_8k 2026-06-08 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-08 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.57 | edgar_8k 2026-06-09 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.57 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-12 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-12 | 229_038 Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock). Dave Blundin | Macro/Economy | 11% | ||
| 0.57 | edgar_8k 2026-06-12 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.57 | edgar_8k 2026-06-15 | 248_001 Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors. Alex Wissner-Gross | Space | 34% | ||
| 0.57 | edgar_8k 2026-06-18 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.57 | edgar_8k 2026-06-18 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.57 | edgar_8k 2026-06-17 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-22 | 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% | ||
| 0.57 | edgar_8k 2026-06-22 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-22 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-25 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.57 | edgar_8k 2026-06-24 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.57 | edgar_8k 2026-06-29 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-04-30 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-01 | 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% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-05 | SEM_048 OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition). OpenAI (Sam Altman-led) | AI/Corporate | 80% | ||
| 0.57 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-04 | 238_036 Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers Emad Mostaque | Media/Ads | 25% | ||
| 0.57 | edgar_8k 2026-05-04 | 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% | ||
| 0.57 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-11 | 247_010 Anthropic will beat OpenAI in valuation trajectory Dave Blundin | AI | 40% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-13 | 245_003 Colossal's $10B valuation is massively undervalued Ben Lamm | Markets/Stocks | 30% | ||
| 0.57 | edgar_8k 2026-05-13 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-13 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-15 | SPC_001 The global space industry, roughly $350 billion today, will surge past $1 trillion by 2040 — fueled by higher launch cadences, new product introductions, and mature policy support characterizing the 2026 fiscal landscape. Morgan Stanley | Space | 60% | ||
| 0.57 | edgar_8k 2026-05-18 | 247_010 Anthropic will beat OpenAI in valuation trajectory Dave Blundin | AI | 40% | ||
| 0.57 | edgar_8k 2026-05-18 | 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% | ||
| 0.57 | edgar_8k 2026-06-01 | 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% | ||
| 0.57 | edgar_8k 2026-06-01 | 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% | ||
| 0.57 | edgar_8k 2026-06-02 | 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% | ||
| 0.57 | edgar_8k 2026-06-03 | 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% | ||
| 0.57 | edgar_8k 2026-06-03 | 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% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-05 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.57 | edgar_8k 2026-06-05 | SEM_048 OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition). OpenAI (Sam Altman-led) | AI/Corporate | 80% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-11 | 247_010 Anthropic will beat OpenAI in valuation trajectory Dave Blundin | AI | 40% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-10 | 238_036 Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers Emad Mostaque | Media/Ads | 25% | ||
| 0.57 | edgar_8k 2026-06-10 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.57 | edgar_8k 2026-06-12 | 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% | ||
| 0.57 | edgar_8k 2026-06-18 | 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% | ||
| 0.57 | edgar_8k 2026-06-24 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-24 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-07-02 | 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% | ||
| 0.57 | edgar_8k 2026-07-02 | SEM_048 OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition). OpenAI (Sam Altman-led) | AI/Corporate | 80% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-05-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-05 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.57 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-08 | 248_001 Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors. Alex Wissner-Gross | Space | 34% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-11 | TK09 Energy Grid Cap (Data Center Power Wall) | — | 35% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-14 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-14 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-05-15 | SEM_004 Capital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities. Leopold Aschenbrenner | Investing | 77% | ||
| 0.57 | edgar_8k 2026-05-15 | INF_020 In-orbit data-center market will reach approximately $1.77 billion by 2029 and grow to approximately $39.1 billion by 2035 — a 67.4% CAGR driven by Starship economics, radiation-hardened TPU hardware, and mega-constellation filings. BIS Research | Space | 26% | ||
| 0.57 | edgar_8k 2026-05-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-18 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.57 | edgar_8k 2026-06-03 | TK09 Energy Grid Cap (Data Center Power Wall) | — | 35% | ||
| 0.57 | edgar_8k 2026-06-05 | 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% | ||
| 0.57 | edgar_8k 2026-06-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-09 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.57 | edgar_8k 2026-06-09 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-11 | TK09 Energy Grid Cap (Data Center Power Wall) | — | 35% | ||
| 0.57 | edgar_8k 2026-06-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.57 | edgar_8k 2026-06-12 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-15 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.57 | edgar_8k 2026-06-18 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-06-18 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-06-18 | COD_BIO_002 An AI-designed Isomorphic or peer drug enters or completes Phase 1 by end 2027 Codex Research Pack | Biotech/Longevity | 50% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-22 | INF_020 In-orbit data-center market will reach approximately $1.77 billion by 2029 and grow to approximately $39.1 billion by 2035 — a 67.4% CAGR driven by Starship economics, radiation-hardened TPU hardware, and mega-constellation filings. BIS Research | Space | 26% | ||
| 0.57 | edgar_8k 2026-06-24 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-07-02 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.57 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-05 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.57 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-04 | COD_AI_001 Vera Rubin becomes commercially available across major cloud and OEM partners by H2 2026 Codex Research Pack | Technology | 51% | ||
| 0.57 | edgar_8k 2026-05-04 | FUT_020 Profound structural collision: exponential AI cognitive bandwidth (Webb LAMs FUT_004) colliding with Zeihan demographic atrophy (FUT_007) forces corporations + sovereign states to delegate supply chain logistics, financial forecasting, infrastructure m... Multi-Forecaster Synthesis | Labor/Jobs | 45% | ||
| 0.57 | edgar_8k 2026-05-08 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.57 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-12 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-13 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-18 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-18 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.57 | edgar_8k 2026-05-29 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.57 | edgar_8k 2026-06-02 | 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% | ||
| 0.57 | edgar_8k 2026-06-02 | COD_AI_002 At least one 1 GW Vera Rubin frontier-training cluster reaches deployment by Q1 2027 Codex Research Pack | AI/Compute | 40% | ||
| 0.57 | edgar_8k 2026-06-02 | 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% | ||
| 0.57 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-09 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-09 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-10 | 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% | ||
| 0.57 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-15 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-06-15 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.57 | edgar_8k 2026-06-16 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-18 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.57 | edgar_8k 2026-06-25 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.57 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-07-01 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.57 | edgar_8k 2026-07-01 | 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% | ||
| 0.57 | edgar_8k 2026-06-30 | COD_AI_001 Vera Rubin becomes commercially available across major cloud and OEM partners by H2 2026 Codex Research Pack | Technology | 51% | ||
| 0.57 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-05 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | ||
| 0.57 | edgar_8k 2026-05-05 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-05-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-05-11 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.57 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-12 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-14 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-18 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.57 | edgar_8k 2026-05-19 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-05-29 | SEM_017 TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at 2nm and ~200K/mo at 3nm. TSMC (All-In Podcast analysis) | Semis | 59% | ||
| 0.57 | edgar_8k 2026-06-01 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.57 | edgar_8k 2026-06-03 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-04 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.57 | edgar_8k 2026-06-05 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.57 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-05 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-08 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.57 | edgar_8k 2026-06-11 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.57 | edgar_8k 2026-06-11 | 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% | ||
| 0.57 | edgar_8k 2026-06-11 | SPC_002 A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o... Morgan Stanley | Markets/Stocks | 45% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-10 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.57 | edgar_8k 2026-06-10 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.57 | edgar_8k 2026-06-10 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.57 | edgar_8k 2026-06-10 | CMQ_033 Global HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute critical resource constraint in the AI compute supply chain. Morgan Stanley | Semis/Memory | 75% | ||
| 0.57 | edgar_8k 2026-06-12 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.57 | 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% | ||
| 0.57 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.57 | edgar_8k 2026-06-15 | 248_019 US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm. Alex Wissner-Gross | Space | 12% | ||
| 0.57 | edgar_8k 2026-06-15 | SEM_017 TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at 2nm and ~200K/mo at 3nm. TSMC (All-In Podcast analysis) | Semis | 59% | ||
| 0.57 | edgar_8k 2026-06-16 | TK10 $100T Sovereign Debt Crisis | — | 12% |