Validations Queue

107,075 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 7 of 13, 200 rows by similarity. Adjudicating updates doc_node_links.reviewed=true with the chosen polarity, writes per-link rows to audit_log, and removes the row from this queue. Phase 4 inference will use confirmed corroborates/contradicts links as Bayesian evidence.

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

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SimDocSourcePredDomainPrior
0.57edgar_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
Space12%
0.57edgar_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
Manufacturing86%
0.57edgar_8k
2026-06-18
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_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
Space12%
0.57edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-22
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-25
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.57edgar_8k
2026-06-25
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.57edgar_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/ASICs83%
0.57edgar_8k
2026-06-25
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.57edgar_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/ASICs83%
0.57edgar_8k
2026-06-25
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-24
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.57edgar_8k
2026-06-26
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-06-29
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-06-29
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.57edgar_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
Manufacturing86%
0.57edgar_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/Memory62%
0.57edgar_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/ASICs83%
0.57edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-05
CMQ_024
'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy.
Jensen Huang
AI/Compute54%
0.57edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-05
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.57edgar_8k
2026-05-04
SEM_028
Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.
Joseph Moore
Capital Markets55%
0.57edgar_8k
2026-05-11
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-05-11
TK15
SpaceX Starship Catastrophic Failure
12%
0.57edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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
Semis72%
0.57edgar_8k
2026-05-14
CMQ_024
'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the modern digital economy.
Jensen Huang
AI/Compute54%
0.57edgar_8k
2026-05-15
S_COMPUTE_10GW_2028
Compute: 10GW total by Dec 2028
compute_scale40%
0.57edgar_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
Space60%
0.57edgar_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/Transport44%
0.57edgar_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
Semis72%
0.57edgar_8k
2026-05-29
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-05-29
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-29
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-02
246_036
Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt.
Peter Diamandis
AI46%
0.57edgar_8k
2026-06-03
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-03
COD_ROB_003
At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027
Codex Research Pack
Robotics33%
0.57edgar_8k
2026-06-08
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.57edgar_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 Markets55%
0.57edgar_8k
2026-06-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-12
COD_ROB_003
At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027
Codex Research Pack
Robotics33%
0.57edgar_8k
2026-06-15
TK15
SpaceX Starship Catastrophic Failure
12%
0.57edgar_8k
2026-06-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-15
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.57edgar_8k
2026-06-18
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-18
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-18
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-17
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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/Transport44%
0.57edgar_8k
2026-06-22
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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
Space60%
0.57edgar_8k
2026-06-30
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-07-02
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_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/Markets50%
0.57edgar_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
Crypto20%
0.57edgar_8k
2026-05-05
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.57edgar_8k
2026-05-05
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.57edgar_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
AI43%
0.57edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_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/Markets50%
0.57edgar_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
Manufacturing86%
0.57edgar_8k
2026-05-14
COD_ROB_002
1X ships first paid NEO Early Access units to US homes in 2026
Codex Research Pack
Robotics27%
0.57edgar_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 Markets55%
0.57edgar_8k
2026-05-15
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_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
AI42%
0.57edgar_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/Markets50%
0.57edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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
Manufacturing86%
0.57edgar_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 Markets68%
0.57edgar_8k
2026-06-04
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_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 Markets55%
0.57edgar_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
AI43%
0.57edgar_8k
2026-06-05
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.57edgar_8k
2026-06-08
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.57edgar_8k
2026-06-08
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.57edgar_8k
2026-06-08
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_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
AI42%
0.57edgar_8k
2026-06-11
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_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
AI42%
0.57edgar_8k
2026-06-10
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.57edgar_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
Manufacturing86%
0.57edgar_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
AI42%
0.57edgar_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
Crypto20%
0.57edgar_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 Markets68%
0.57edgar_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/ASICs83%
0.57edgar_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
Manufacturing86%
0.57edgar_8k
2026-06-24
SEM_028
Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.
Joseph Moore
Capital Markets55%
0.57edgar_8k
2026-06-24
SEM_028
Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.
Joseph Moore
Capital Markets55%
0.57edgar_8k
2026-06-29
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.57edgar_8k
2026-06-29
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.57edgar_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
AI43%
0.57edgar_8k
2026-05-05
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI40%
0.57edgar_8k
2026-05-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-05-05
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-05-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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/Longevity36%
0.57edgar_8k
2026-05-08
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.57edgar_8k
2026-05-08
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.57edgar_8k
2026-05-08
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.57edgar_8k
2026-05-11
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
humanoid_deployment20%
0.57edgar_8k
2026-05-11
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.57edgar_8k
2026-05-11
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.57edgar_8k
2026-05-11
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.57edgar_8k
2026-05-11
248_001
Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors.
Alex Wissner-Gross
Space34%
0.57edgar_8k
2026-05-12
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_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 Markets86%
0.57edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-12
TK11
Autonomous Regulatory Block (Level 4 Halt)
10%
0.57edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-05-13
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-05-14
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_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 Markets68%
0.57edgar_8k
2026-05-29
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets45%
0.57edgar_8k
2026-05-29
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets45%
0.57edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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
Energy28%
0.57edgar_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/Economy11%
0.57edgar_8k
2026-06-04
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI40%
0.57edgar_8k
2026-06-08
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-06-08
TK13
Biotech/Synbio Safety Event
15%
0.57edgar_8k
2026-06-09
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.57edgar_8k
2026-06-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-12
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_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/Economy11%
0.57edgar_8k
2026-06-12
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.57edgar_8k
2026-06-15
248_001
Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors.
Alex Wissner-Gross
Space34%
0.57edgar_8k
2026-06-18
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
humanoid_deployment20%
0.57edgar_8k
2026-06-18
S_COMPUTE_1GW_2027
Compute: 1GW operational by Jun 2027
compute_scale60%
0.57edgar_8k
2026-06-17
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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 Markets55%
0.57edgar_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 Markets55%
0.57edgar_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 Markets86%
0.57edgar_8k
2026-06-22
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-06-22
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-06-25
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-06-24
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
humanoid_deployment20%
0.57edgar_8k
2026-06-29
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-06-29
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space28%
0.57edgar_8k
2026-06-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-04-30
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_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 Markets68%
0.57edgar_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/Stocks14%
0.57edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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/Corporate80%
0.57edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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/Ads25%
0.57edgar_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 Markets68%
0.57edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-05-08
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-11
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI40%
0.57edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-05-13
245_003
Colossal's $10B valuation is massively undervalued
Ben Lamm
Markets/Stocks30%
0.57edgar_8k
2026-05-13
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI42%
0.57edgar_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/Semis66%
0.57edgar_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/Stocks14%
0.57edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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
Space60%
0.57edgar_8k
2026-05-18
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI40%
0.57edgar_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/Semis66%
0.57edgar_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 Markets68%
0.57edgar_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/Stocks29%
0.57edgar_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/Stocks29%
0.57edgar_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 Markets86%
0.57edgar_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
Robotics37%
0.57edgar_8k
2026-06-04
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-05
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.57edgar_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/Corporate80%
0.57edgar_8k
2026-06-08
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-06-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-11
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI40%
0.57edgar_8k
2026-06-10
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.57edgar_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/Ads25%
0.57edgar_8k
2026-06-10
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.57edgar_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
Robotics37%
0.57edgar_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 Markets86%
0.57edgar_8k
2026-06-24
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-24
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-06-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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 Markets86%
0.57edgar_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/Corporate80%
0.57edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_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/Stocks14%
0.57edgar_8k
2026-05-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.57edgar_8k
2026-05-05
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.57edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-08
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-05-08
248_001
Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors.
Alex Wissner-Gross
Space34%
0.57edgar_8k
2026-05-11
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.57edgar_8k
2026-05-11
TK09
Energy Grid Cap (Data Center Power Wall)
35%
0.57edgar_8k
2026-05-12
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.57edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.57edgar_8k
2026-05-14
TK10
$100T Sovereign Debt Crisis
12%
0.57edgar_8k
2026-05-14
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%