Validations Queue

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

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Bulk action
SimDocSourcePredDomainPrior
0.56edgar_8k
2026-06-05
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/Longevity31%
0.56edgar_8k
2026-06-05
242_007
Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value
Prediction markets
Markets/Stocks38%
0.56edgar_8k
2026-06-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-01
S_COMPUTE_10GW_2028
Compute: 10GW total by Dec 2028
compute_scale40%
0.56edgar_8k
2026-05-05
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.56edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_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
Manufacturing86%
0.56edgar_8k
2026-05-08
COD_SPC_005
NASA Dragonfly launches on Falcon Heavy in the July 2028 window
Codex Research Pack
Space33%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-11
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%
0.56edgar_8k
2026-05-11
S_COMPUTE_10GW_2028
Compute: 10GW total by Dec 2028
compute_scale40%
0.56edgar_8k
2026-05-12
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.56edgar_8k
2026-05-12
246_001
SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.
Peter Diamandis
Markets/Stocks79%
0.56edgar_8k
2026-05-14
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.56edgar_8k
2026-05-15
S_COMPUTE_1GW_2027
Compute: 1GW operational by Jun 2027
compute_scale60%
0.56edgar_8k
2026-05-15
SPC_018
Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),...
Morgan Stanley
Markets/Stocks65%
0.56edgar_8k
2026-05-15
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.56edgar_8k
2026-05-15
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-05-15
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.56edgar_8k
2026-05-18
246_001
SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.
Peter Diamandis
Markets/Stocks79%
0.56edgar_8k
2026-05-18
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.56edgar_8k
2026-05-18
AI_029
Blockchain provenance protocols will be increasingly applied to enterprise workflows to detect deepfakes and verify the authenticity of AI model outputs — positioning cryptographic content-authentication as a mandatory enterprise trust layer.
Morgan Stanley
AI57%
0.56edgar_8k
2026-05-29
SEM_028
Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.
Joseph Moore
Capital Markets61%
0.56edgar_8k
2026-05-29
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.56edgar_8k
2026-05-29
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.56edgar_8k
2026-06-01
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-02
SEM_028
Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.
Joseph Moore
Capital Markets61%
0.56edgar_8k
2026-06-02
S_COMPUTE_10GW_2028
Compute: 10GW total by Dec 2028
compute_scale40%
0.56edgar_8k
2026-06-04
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/Transport76%
0.56edgar_8k
2026-06-05
COD_SPC_005
NASA Dragonfly launches on Falcon Heavy in the July 2028 window
Codex Research Pack
Space33%
0.56edgar_8k
2026-06-05
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.56edgar_8k
2026-04-30
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%
0.56edgar_8k
2026-05-04
CMQ_020
Nearly $2.5 trillion of AI-related infrastructure investment will flow through the global economy by 2028; >80% of that spending is still ahead of the market as of early 2026.
Morgan Stanley
Macro/Economy67%
0.56edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-05
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/Memory71%
0.56edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-08
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.56edgar_8k
2026-05-08
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.56edgar_8k
2026-05-11
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%
0.56edgar_8k
2026-05-11
CMQ_015
Algorithmic efficiencies will deliver ~0.5 OOMs per year of additional effective compute through 2027 — pure multiplier on raw FLOPs.
Leopold Aschenbrenner
AI50%
0.56edgar_8k
2026-05-11
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.56edgar_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%
0.56edgar_8k
2026-05-12
CMQ_020
Nearly $2.5 trillion of AI-related infrastructure investment will flow through the global economy by 2028; >80% of that spending is still ahead of the market as of early 2026.
Morgan Stanley
Macro/Economy67%
0.56edgar_8k
2026-05-13
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-13
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-14
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-15
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%
0.56edgar_8k
2026-05-15
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%
0.56edgar_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%
0.56edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-18
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/Longevity31%
0.56edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-19
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-19
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.56edgar_8k
2026-05-19
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-29
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/Longevity31%
0.56edgar_8k
2026-06-02
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.56edgar_8k
2026-06-02
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-02
248_019
US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm.
Alex Wissner-Gross
Space12%
0.56edgar_8k
2026-06-02
S_AI_PAUSE_2028
AI pause beginning 2028
ai_regulatory_pause10%
0.56edgar_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%
0.56edgar_8k
2026-06-03
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-03
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-03
CMQ_015
Algorithmic efficiencies will deliver ~0.5 OOMs per year of additional effective compute through 2027 — pure multiplier on raw FLOPs.
Leopold Aschenbrenner
AI50%
0.56edgar_8k
2026-06-03
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-06-04
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_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%
0.56edgar_8k
2026-06-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_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/Memory71%
0.56edgar_8k
2026-06-05
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-05
S_AI_PAUSE_2028
AI pause beginning 2028
ai_regulatory_pause10%
0.56edgar_8k
2026-06-05
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-04-29
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%
0.56edgar_8k
2026-04-30
INF_055
Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement.
Sam Altman
Energy28%
0.56edgar_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/Stocks42%
0.56edgar_8k
2026-05-04
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.56edgar_8k
2026-05-04
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.56edgar_8k
2026-05-04
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-05
235_031
Eli Lilly perilously close to $1 trillion market cap at ~$950B.
Alex Wissner-Gross
Markets/Stocks39%
0.56edgar_8k
2026-05-04
S_IPO_TRILLION_2027
First $1T+ IPO in 2027
ipo_trillion_plus40%
0.56edgar_8k
2026-05-08
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.56edgar_8k
2026-05-08
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-11
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.56edgar_8k
2026-05-12
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-05-13
INF_069
Bitcoin's total addressable market will ultimately reach approximately $270 trillion — positioning it as "digital capital" and apex reserve asset, capturing global store-of-value demand currently distributed across real estate, gold, sovereign debt, an...
Michael Saylor
Crypto15%
0.56edgar_8k
2026-05-14
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%
0.56edgar_8k
2026-05-15
INF_055
Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement.
Sam Altman
Energy28%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-15
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.56edgar_8k
2026-05-18
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.56edgar_8k
2026-05-29
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.56edgar_8k
2026-05-29
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.56edgar_8k
2026-05-29
S_IPO_TRILLION_2027
First $1T+ IPO in 2027
ipo_trillion_plus40%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-06-03
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-03
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/Stocks40%
0.56edgar_8k
2026-06-04
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-06-04
TK11
Autonomous Regulatory Block (Level 4 Halt)
10%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-01
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI45%
0.56edgar_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%
0.56edgar_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%
0.56edgar_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
Manufacturing86%
0.56edgar_8k
2026-05-05
INF_069
Bitcoin's total addressable market will ultimately reach approximately $270 trillion — positioning it as "digital capital" and apex reserve asset, capturing global store-of-value demand currently distributed across real estate, gold, sovereign debt, an...
Michael Saylor
Crypto15%
0.56edgar_8k
2026-05-05
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-05
COD_AI_002
At least one 1 GW Vera Rubin frontier-training cluster reaches deployment by Q1 2027
Codex Research Pack
AI/Compute40%
0.56edgar_8k
2026-05-04
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.56edgar_8k
2026-05-04
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/Products71%
0.56edgar_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%
0.56edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-11
CMQ_013
A 5-OOM (100,000x) effective-compute leap will occur between 2024-2027 — bridging GPT-4 high-schooler to fully automated AI researcher.
Leopold Aschenbrenner
AI40%
0.56edgar_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%
0.56edgar_8k
2026-05-12
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-12
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-12
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-12
242_007
Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value
Prediction markets
Markets/Stocks38%
0.56edgar_8k
2026-05-12
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/Memory71%
0.56edgar_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%
0.56edgar_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%
0.56edgar_8k
2026-05-14
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI45%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-14
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-15
TK09
Energy Grid Cap (Data Center Power Wall)
35%
0.56edgar_8k
2026-05-18
AI_003
AI-native companies are currently compressing what traditionally took a decade to reach $100 million in Annual Recurring Revenue (ARR) into just 12-24 months — an unprecedented monetization velocity.
Dario Amodei
Macro/Economy52%
0.56edgar_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 Markets61%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-18
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-06-01
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI45%
0.56edgar_8k
2026-06-01
TK10
$100T Sovereign Debt Crisis
12%
0.56edgar_8k
2026-06-01
235_031
Eli Lilly perilously close to $1 trillion market cap at ~$950B.
Alex Wissner-Gross
Markets/Stocks39%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-06-02
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
Manufacturing86%
0.56edgar_8k
2026-06-03
247_003
Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO
Alex Wissner-Gross
AI35%
0.56edgar_8k
2026-06-03
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%
0.56edgar_8k
2026-06-03
CMQ_013
A 5-OOM (100,000x) effective-compute leap will occur between 2024-2027 — bridging GPT-4 high-schooler to fully automated AI researcher.
Leopold Aschenbrenner
AI40%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-06-03
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%
0.56edgar_8k
2026-06-04
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.56edgar_8k
2026-06-04
247_010
Anthropic will beat OpenAI in valuation trajectory
Dave Blundin
AI45%
0.56edgar_8k
2026-06-04
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.56edgar_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/ASICs83%
0.56edgar_8k
2026-06-05
242_006
Terafab will reach 70% of TSMC's output
Peter Diamandis
AI45%
0.56edgar_8k
2026-06-05
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-04
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-04
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.56edgar_8k
2026-05-05
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-05-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.56edgar_8k
2026-05-04
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%
0.56edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-11
SEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.
Jensen Huang
Policy/Semis66%
0.56edgar_8k
2026-05-12
SEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.
Jensen Huang
Policy/Semis66%
0.56edgar_8k
2026-05-12
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.56edgar_8k
2026-05-12
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.56edgar_8k
2026-05-15
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.56edgar_8k
2026-05-15
238_027
OpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW friction
Alex Wissner-Gross
AI35%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-15
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.56edgar_8k
2026-05-18
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-05-18
237_016
A specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost.
Alex Finn
Markets/Stocks43%
0.56edgar_8k
2026-05-18
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.56edgar_8k
2026-05-29
246_023
Grok 5 release ~20% probability for Q2 2026 per PolyMarket.
PolyMarket
AI43%
0.56edgar_8k
2026-06-01
242_007
Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value
Prediction markets
Markets/Stocks38%
0.56edgar_8k
2026-06-01
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
Energy56%
0.56edgar_8k
2026-06-01
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%
0.56edgar_8k
2026-06-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-06-03
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.56edgar_8k
2026-06-03
242_034
AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)
Chamath Palihapitiya
Markets/Stocks38%
0.56edgar_8k
2026-06-04
CMQ_053
Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-labor shortages in automotive manufacturing.
Brett Adcock
Robotics55%
0.56edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-06-05
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-06-05
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.56edgar_8k
2026-04-29
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/Memory71%
0.56edgar_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%
0.56edgar_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%
0.56edgar_8k
2026-05-04
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.56edgar_8k
2026-05-05
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%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-05
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.56edgar_8k
2026-05-05
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.56edgar_8k
2026-05-05
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.56edgar_8k
2026-05-08
242_054
Terafab initial capex $25B, total buildout $150B+ minimum, possibly $500B
Peter Diamandis
AI45%
0.56edgar_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 Markets61%
0.56edgar_8k
2026-05-11
CMQ_053
Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-labor shortages in automotive manufacturing.
Brett Adcock
Robotics55%
0.56edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.56edgar_8k
2026-05-11
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.56edgar_8k
2026-05-11
TK10
$100T Sovereign Debt Crisis
12%