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47,884 candidate doc → node links pending adjudication. Each was auto-generated by cosine similarity ≥ 0.55 between document and prediction embeddings (bge-base-en-v1.5, 768-dim). Showing page 2 of 8, 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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| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.60 | edgar_8k 2026-05-04 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.60 | edgar_8k 2026-05-05 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | 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 | 61% | ||
| 0.60 | 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 | 61% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-13 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-14 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-15 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-29 | 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% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-06-02 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.60 | edgar_8k 2026-06-04 | 245_031 99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadly Ben Lamm | Biotech/Longevity | 41% | ||
| 0.60 | edgar_8k 2026-06-05 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.60 | edgar_8k 2026-05-08 | 243_039 Uber will work with drone delivery companies including Zipline, Sky Trax, Manna Dara Khosrowshahi | Robotics | 39% | ||
| 0.60 | edgar_8k 2026-05-11 | 243_039 Uber will work with drone delivery companies including Zipline, Sky Trax, Manna Dara Khosrowshahi | Robotics | 39% | ||
| 0.60 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.60 | edgar_8k 2026-04-30 | 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% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-11 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-15 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-18 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-05-29 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-15 | INF_043 Unit cost of intelligence will drop at a rate far exceeding Moore's Law, driving explosive demand growth that filters out to edge devices and localized small models. Marc Andreessen | AI | 47% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-06-03 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-06-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.60 | edgar_8k 2026-05-12 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 44% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-15 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.60 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 44% | ||
| 0.60 | edgar_8k 2026-05-05 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | 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% | ||
| 0.60 | 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% | ||
| 0.60 | edgar_8k 2026-05-18 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.60 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-04 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.59 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-08 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-13 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | SEM_030 S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap). Mike Wilson | Capital Markets | 43% | ||
| 0.59 | edgar_8k 2026-05-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.59 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | 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% | ||
| 0.59 | edgar_8k 2026-05-29 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | 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% | ||
| 0.59 | edgar_8k 2026-06-03 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-04 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.59 | edgar_8k 2026-06-05 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-04-30 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.59 | edgar_8k 2026-05-05 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.59 | 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 | 61% | ||
| 0.59 | edgar_8k 2026-05-11 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.59 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-13 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.59 | edgar_8k 2026-05-15 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.59 | edgar_8k 2026-05-29 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.59 | edgar_8k 2026-06-03 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-06-04 | 242_058 Cybercab owners will generate revenue via autonomous ridesharing fleets Peter Diamandis | Auto/Transport | 51% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.59 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-08 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | 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 | 61% | ||
| 0.59 | edgar_8k 2026-05-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-04 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 46% | ||
| 0.59 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2027 First $1T+ IPO in 2027 | ipo_trillion_plus | 40% | ||
| 0.59 | edgar_8k 2026-05-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-13 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-05-13 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-05-13 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-14 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-15 | S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030 | compute_scale | 20% | ||
| 0.59 | edgar_8k 2026-05-29 | S_COMPUTE_100GW_2030 Compute: 100GW national-scale by Dec 2030 | compute_scale | 20% | ||
| 0.59 | edgar_8k 2026-05-29 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 46% | ||
| 0.59 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-06-02 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-06-03 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-06-03 | CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock | Robotics | 69% | ||
| 0.59 | edgar_8k 2026-06-04 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-06-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-06-05 | SPC_018 Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),... Morgan Stanley | Markets/Stocks | 65% | ||
| 0.59 | edgar_8k 2026-05-05 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-04 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-12 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-13 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-06-01 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-06-01 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-06-02 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-06-04 | S_AGI_SLOW_2031 AGI slow: Schmidt/Hassabis 5-10 year path | agi_general_capability | 25% | ||
| 0.59 | edgar_8k 2026-04-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-04 | CMQ_051 Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. Brett Adcock / Elon Musk / Vinod Khosla | Robotics | 37% | ||
| 0.59 | edgar_8k 2026-05-08 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 46% | ||
| 0.59 | 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 | 61% | ||
| 0.59 | edgar_8k 2026-05-11 | COD_ROB_003 At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 Codex Research Pack | Robotics | 33% | ||
| 0.59 | edgar_8k 2026-05-11 | 246_035 Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. Peter Diamandis | AI | 51% | ||
| 0.59 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | 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 | 61% | ||
| 0.59 | edgar_8k 2026-05-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.59 | 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 | 61% | ||
| 0.59 | edgar_8k 2026-04-30 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 42% | ||
| 0.59 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-08 | INF_065 Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailored for robotaxis in major urban centers — starting with Los Angeles, the San Francisco Bay Area, and Dallas. Dara Khosrowshahi | Auto/Transport | 70% | ||
| 0.59 | edgar_8k 2026-05-11 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.59 | edgar_8k 2026-05-11 | INF_065 Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailored for robotaxis in major urban centers — starting with Los Angeles, the San Francisco Bay Area, and Dallas. Dara Khosrowshahi | Auto/Transport | 70% | ||
| 0.59 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-11 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.59 | edgar_8k 2026-05-11 | FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis | Biotech/Longevity | 31% | ||
| 0.59 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-14 | SEM_040 Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance. Michael Saylor | Finance/Crypto | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-19 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-19 | 238_046 xAI will build every new data center at 1.2 gigawatts scale Gwynne Shotwell / xAI | Energy | 44% | ||
| 0.59 | edgar_8k 2026-06-02 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-06-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-06-04 | 238_046 xAI will build every new data center at 1.2 gigawatts scale Gwynne Shotwell / xAI | Energy | 44% | ||
| 0.59 | edgar_8k 2026-06-04 | FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis | Biotech/Longevity | 31% | ||
| 0.59 | edgar_8k 2026-06-04 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-06-05 | SEM_040 Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance. Michael Saylor | Finance/Crypto | 48% | ||
| 0.59 | edgar_8k 2026-06-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.59 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-04 | CYB_018 Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — backed by concentrated collective capital of the AI hardware-software industry (Microsoft, NVIDIA, OpenAI), signaling industry-wide belief that humanoid r... Brett Adcock | Robotics | 69% | ||
| 0.59 | edgar_8k 2026-05-05 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.59 | edgar_8k 2026-05-05 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.59 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-05-05 | 235_031 Eli Lilly perilously close to $1 trillion market cap at ~$950B. Alex Wissner-Gross | Markets/Stocks | 39% | ||
| 0.59 | edgar_8k 2026-05-11 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.59 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | 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 | 42% | ||
| 0.59 | edgar_8k 2026-05-13 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-29 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-06-04 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.59 | edgar_8k 2026-06-05 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.59 | edgar_8k 2026-06-05 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-01 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.59 | edgar_8k 2026-05-04 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.59 | edgar_8k 2026-05-05 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-04 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-11 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.59 | edgar_8k 2026-05-11 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-12 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-12 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.59 | edgar_8k 2026-05-13 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.59 | edgar_8k 2026-05-13 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.59 | edgar_8k 2026-05-13 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-05-14 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-14 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.59 | edgar_8k 2026-05-18 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.59 | edgar_8k 2026-06-01 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-06-01 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.59 | edgar_8k 2026-06-01 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.59 | edgar_8k 2026-06-03 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.59 | edgar_8k 2026-06-04 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.59 | edgar_8k 2026-06-04 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-04 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-06-05 | 247_038 Bitcoin upgrade will come before quantum threat does (Saylor) Michael Saylor | Crypto | 48% | ||
| 0.59 | edgar_8k 2026-06-05 | TK10 $100T Sovereign Debt Crisis | — | 12% |