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 5 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.
Pending (total)
106,328
Reviewed
13
Filtered
2,503
page 5 / 13
Showing on page
200
Filters
URL params control source + min-similarity threshold
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.
Source0 selected · 0 visible
Bulk action
| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.58 | edgar_8k 2026-05-14 | INF_040 Massive financial conglomerates will execute historic mergers to control underlying DC real-estate and fiber-optic assets: SoftBank's move to acquire DigitalBridge for its approximately $108 billion in infrastructure assets signals real-estate and fibe... SoftBank | Markets/Stocks | 40% | ||
| 0.58 | edgar_8k 2026-05-15 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-05-19 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-05-29 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-06-01 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.58 | edgar_8k 2026-06-01 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.58 | edgar_8k 2026-06-01 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.58 | edgar_8k 2026-06-03 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.58 | edgar_8k 2026-06-03 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.58 | edgar_8k 2026-06-03 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.58 | edgar_8k 2026-06-04 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.58 | edgar_8k 2026-06-08 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.58 | edgar_8k 2026-06-08 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-06-10 | 246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis | AI | 39% | ||
| 0.58 | edgar_8k 2026-06-12 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-06-12 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.58 | edgar_8k 2026-06-18 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.58 | edgar_8k 2026-06-18 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.58 | edgar_8k 2026-06-18 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.58 | edgar_8k 2026-06-22 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-06-30 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.58 | edgar_8k 2026-07-02 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.58 | edgar_8k 2026-07-02 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | 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 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 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 | 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 | 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 | 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 2026-05-15 | 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 2026-06-05 | 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 2026-06-12 | 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 2026-06-18 | 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 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 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 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-08 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.58 | edgar_8k 2026-05-15 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-05-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-05-29 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.58 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-03 | 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 2026-06-05 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.58 | 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 2026-06-08 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.58 | edgar_8k 2026-06-09 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-12 | 241_020 1 GW of power = ~$50 billion in hardware/software/data centers Eric Schmidt | Energy | 49% | ||
| 0.58 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-29 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.58 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 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 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-05 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-04 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-05-04 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 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 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.58 | edgar_8k 2026-05-12 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-05-12 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.58 | edgar_8k 2026-05-13 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 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 2026-05-29 | CYB_013 The most resilient corporate moats in agentic commerce will NOT be built on software logic but on proprietary 'data flywheels' — platforms aggregating unbiased real-time consumer-intent data via continuous streams from millions of interacting autonomou... Dave Blundin | Markets/Stocks | 52% | ||
| 0.58 | edgar_8k 2026-05-29 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-06-01 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-06-01 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-02 | CYB_020 Starlink expansion — navigating regulatory regimes like India's IN-SPACe approvals — establishes a ubiquitous, high-bandwidth data canopy essential for routing planetary-scale AI agent communications without terrestrial fiber-optic latency. Gwynne Shotwell | Space | 65% | ||
| 0.58 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-02 | SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore | Semis/Products | 62% | ||
| 0.58 | edgar_8k 2026-06-03 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-06-04 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.58 | 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 | 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 2026-06-05 | CMQ_041 Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. Morgan Stanley | Semis/Memory | 71% | ||
| 0.58 | edgar_8k 2026-06-08 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-11 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-11 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.58 | edgar_8k 2026-06-12 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-06-15 | INF_067 Uber will execute "utilization guarantee agreements" with major charging networks — EVgo in the US; Electra, Hubber, and Ionity in Europe — giving autonomous fleets prioritized access to power grids and converting charging networks into fleet-demand-ce... Dara Khosrowshahi | Auto/Transport | 64% | ||
| 0.58 | edgar_8k 2026-06-15 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-06-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-06-15 | CMQ_024 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy. Jensen Huang | AI/Compute | 54% | ||
| 0.58 | edgar_8k 2026-06-18 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-06-18 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-18 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-06-17 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-22 | COD_ROB_002 1X ships first paid NEO Early Access units to US homes in 2026 Codex Research Pack | Robotics | 27% | ||
| 0.58 | edgar_8k 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-25 | SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore | Semis/Products | 62% | ||
| 0.58 | edgar_8k 2026-06-25 | SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore | Semis/Products | 62% | ||
| 0.58 | edgar_8k 2026-06-24 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-07-01 | INF_067 Uber will execute "utilization guarantee agreements" with major charging networks — EVgo in the US; Electra, Hubber, and Ionity in Europe — giving autonomous fleets prioritized access to power grids and converting charging networks into fleet-demand-ce... Dara Khosrowshahi | Auto/Transport | 64% | ||
| 0.58 | edgar_8k 2026-07-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-07-01 | SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore | Semis/Products | 62% | ||
| 0.58 | edgar_8k 2026-06-30 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-06-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-04-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-05 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.58 | 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 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-04 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.58 | edgar_8k 2026-05-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-05-11 | CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla | Robotics | 37% | ||
| 0.58 | edgar_8k 2026-05-11 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 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_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-11 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | 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 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 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 2026-05-13 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-05-15 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-05-18 | CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock | Robotics | 69% | ||
| 0.58 | edgar_8k 2026-05-18 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.58 | edgar_8k 2026-05-19 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.58 | edgar_8k 2026-06-01 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-04 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.58 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-09 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.58 | edgar_8k 2026-06-11 | AI_013 'SaaSpocalypse' — traditional Software-as-a-Service incumbents (Salesforce, Adobe, HubSpot) will see massive sustained declines in market capitalization; AI lowers the barrier to creating bespoke customized software, eliminating the SaaS subscription m... Morgan Stanley | Markets/Stocks | 29% | ||
| 0.58 | edgar_8k 2026-06-12 | INF_010 US data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues. Morgan Stanley | Energy | 56% | ||
| 0.58 | 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 2026-06-18 | CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla | Robotics | 37% | ||
| 0.58 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-24 | CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla | Robotics | 37% | ||
| 0.58 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-07-02 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.58 | edgar_8k 2026-04-29 | AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi | Auto/Transport | 76% | ||
| 0.58 | edgar_8k 2026-04-30 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.58 | edgar_8k 2026-05-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | edgar_8k 2026-05-05 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.58 | edgar_8k 2026-05-05 | AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi | Auto/Transport | 76% | ||
| 0.58 | edgar_8k 2026-05-05 | 246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis | AI | 39% | ||
| 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 2026-05-05 | 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 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-11 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-12 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-05-12 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-05-12 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.58 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-14 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-05-14 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.58 | 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 2026-05-13 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | ||
| 0.58 | edgar_8k 2026-05-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-05-15 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.58 | edgar_8k 2026-05-18 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-05-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.58 | edgar_8k 2026-05-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-05-19 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-05-29 | CMQ_039 TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafers/month by 2026 to meet baseline demand from NVIDIA, AMD, and hyperscaler ASICs. Morgan Stanley | Semis/Packaging | 71% | ||
| 0.58 | edgar_8k 2026-05-29 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | ||
| 0.58 | edgar_8k 2026-05-29 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-06-01 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.58 | edgar_8k 2026-06-01 | AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi | Auto/Transport | 76% | ||
| 0.58 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-03 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-05 | AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi | Auto/Transport | 76% | ||
| 0.58 | edgar_8k 2026-06-05 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-06-08 | 246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis | AI | 39% | ||
| 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 2026-06-11 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-06-10 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | edgar_8k 2026-06-12 | 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 2026-06-12 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-06-12 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.58 | 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 | 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 2026-06-15 | CMQ_039 TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafers/month by 2026 to meet baseline demand from NVIDIA, AMD, and hyperscaler ASICs. Morgan Stanley | Semis/Packaging | 71% | ||
| 0.58 | 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 | 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 2026-06-16 | 230_001 A billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet). Alex Wissner-Gross | AI | 43% | ||
| 0.58 | edgar_8k 2026-06-16 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.58 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-17 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.58 | edgar_8k 2026-06-22 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.58 | edgar_8k 2026-06-22 | AUT_008 Uber has structured partnerships integrating Waymo, May Mobility, Lucid Group + Nuro manufacturing agreement to deploy up to 20,000 purpose-built autonomous vehicles globally — hybrid human+AV transportation networks will persist 20-30 years due to cur... Dara Khosrowshahi | Auto/Transport | 76% | ||
| 0.58 | edgar_8k 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-24 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.58 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.58 | edgar_8k 2026-06-26 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.58 | edgar_8k 2026-07-01 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% |