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49,835 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 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 | |
|---|---|---|---|---|---|---|
| 0.56 | 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% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-12 | SEM_026 Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. Joseph Moore | Semis/Products | 71% | ||
| 0.56 | edgar_8k 2026-05-14 | 239_003 We are currently in AI hard takeoff Elon Musk | AI | 47% | ||
| 0.56 | 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% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-18 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.56 | edgar_8k 2026-05-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-29 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-06-01 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 35% | ||
| 0.56 | edgar_8k 2026-06-01 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 42% | ||
| 0.56 | edgar_8k 2026-06-02 | INF_013 Natural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow... Morgan Stanley | Energy | 59% | ||
| 0.56 | edgar_8k 2026-06-02 | CMQ_053 Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-labor shortages in automotive manufacturing. Brett Adcock | Robotics | 55% | ||
| 0.56 | edgar_8k 2026-06-03 | SEM_048 OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition). OpenAI (Sam Altman-led) | AI/Corporate | 80% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-06-04 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 35% | ||
| 0.56 | edgar_8k 2026-06-05 | 246_036 Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. Peter Diamandis | AI | 46% | ||
| 0.56 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-04 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.56 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-08 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | ||
| 0.56 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-12 | COD_AI_001 Vera Rubin becomes commercially available across major cloud and OEM partners by H2 2026 Codex Research Pack | Technology | 51% | ||
| 0.56 | edgar_8k 2026-05-13 | INF_010 US data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues. Morgan Stanley | Energy | 56% | ||
| 0.56 | 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% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-19 | 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% | ||
| 0.56 | edgar_8k 2026-06-01 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.56 | edgar_8k 2026-06-01 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.56 | edgar_8k 2026-06-01 | 248_001 Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors. Alex Wissner-Gross | Space | 42% | ||
| 0.56 | edgar_8k 2026-06-01 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.56 | edgar_8k 2026-06-02 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.56 | edgar_8k 2026-06-02 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-06-03 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-06-04 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_8k 2026-06-05 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_8k 2026-06-05 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-06-05 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.56 | edgar_8k 2026-06-05 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.56 | 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% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-05 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_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/ASICs | 83% | ||
| 0.56 | edgar_8k 2026-05-08 | CMQ_041 Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. Morgan Stanley | Semis/Memory | 71% | ||
| 0.56 | edgar_8k 2026-05-08 | S_COMPUTE_1GW_2027 Compute: 1GW operational by Jun 2027 | compute_scale | 60% | ||
| 0.56 | edgar_8k 2026-05-08 | CMQ_041 Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. Morgan Stanley | Semis/Memory | 71% | ||
| 0.56 | edgar_8k 2026-05-11 | CMQ_041 Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. Morgan Stanley | Semis/Memory | 71% | ||
| 0.56 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2027 First $1T+ IPO in 2027 | ipo_trillion_plus | 40% | ||
| 0.56 | edgar_8k 2026-05-13 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.56 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-13 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.56 | edgar_8k 2026-05-13 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.56 | edgar_8k 2026-05-14 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-05-14 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-05-15 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | 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% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-05-29 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_8k 2026-05-29 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-05-29 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-06-01 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.56 | edgar_8k 2026-06-01 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.56 | edgar_8k 2026-06-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.56 | edgar_8k 2026-06-02 | 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% | ||
| 0.56 | edgar_8k 2026-06-02 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.56 | edgar_8k 2026-06-02 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.56 | 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% | ||
| 0.56 | edgar_8k 2026-06-03 | 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% | ||
| 0.56 | edgar_8k 2026-06-03 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.56 | edgar_8k 2026-06-03 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.56 | edgar_8k 2026-06-04 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.56 | edgar_8k 2026-06-04 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.56 | edgar_8k 2026-06-04 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.56 | edgar_8k 2026-06-04 | 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% | ||
| 0.56 | edgar_8k 2026-06-04 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.56 | edgar_8k 2026-06-05 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.56 | edgar_8k 2026-06-05 | 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% | ||
| 0.55 | edgar_8k 2026-04-29 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.55 | edgar_8k 2026-04-29 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.55 | edgar_8k 2026-04-29 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-04-30 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-05 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.55 | edgar_8k 2026-05-08 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.55 | edgar_8k 2026-05-08 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.55 | edgar_8k 2026-05-08 | 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% | ||
| 0.55 | edgar_8k 2026-05-08 | 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% | ||
| 0.55 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-11 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-13 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-14 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-05-15 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-19 | 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% | ||
| 0.55 | edgar_8k 2026-05-19 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.55 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.55 | edgar_8k 2026-06-01 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.55 | edgar_8k 2026-06-01 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.55 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.55 | edgar_8k 2026-06-03 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.55 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-03 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | edgar_8k 2026-06-04 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-06-05 | 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/ASICs | 83% | ||
| 0.55 | edgar_8k 2026-04-30 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-04 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.55 | edgar_8k 2026-05-04 | COD_AI_002 At least one 1 GW Vera Rubin frontier-training cluster reaches deployment by Q1 2027 Codex Research Pack | AI/Compute | 40% | ||
| 0.55 | edgar_8k 2026-05-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.55 | edgar_8k 2026-05-05 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 42% | ||
| 0.55 | edgar_8k 2026-05-04 | AI_028 Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by Dorsey's launch of Bitchat — will become critical infrastructure for verifiable human communication as the internet is flooded with synthetic content and deep... Jack Dorsey | Crypto | 28% | ||
| 0.55 | edgar_8k 2026-05-04 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 63% | ||
| 0.55 | edgar_8k 2026-05-11 | 234_050 Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities Alex Wissner-Gross | AI | 42% | ||
| 0.55 | edgar_8k 2026-05-13 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.55 | edgar_8k 2026-05-15 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.55 | edgar_8k 2026-05-19 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.55 | edgar_8k 2026-05-19 | 234_050 Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities Alex Wissner-Gross | AI | 42% | ||
| 0.55 | edgar_8k 2026-05-29 | CYB_013 The most resilient corporate moats in agentic commerce will NOT be built on software logic but on proprietary 'data flywheels' — platforms aggregating unbiased real-time consumer-intent data via continuous streams from millions of interacting autonomou... Dave Blundin | Markets/Stocks | 52% | ||
| 0.55 | edgar_8k 2026-06-01 | COD_AI_002 At least one 1 GW Vera Rubin frontier-training cluster reaches deployment by Q1 2027 Codex Research Pack | AI/Compute | 40% | ||
| 0.55 | edgar_8k 2026-06-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.55 | edgar_8k 2026-06-01 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.55 | edgar_8k 2026-06-01 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-06-02 | 234_050 Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities Alex Wissner-Gross | AI | 42% | ||
| 0.55 | edgar_8k 2026-06-02 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 55% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-06-04 | COD_AI_002 At least one 1 GW Vera Rubin frontier-training cluster reaches deployment by Q1 2027 Codex Research Pack | AI/Compute | 40% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-06-04 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-06-05 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.55 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-05-05 | INF_040 Massive financial conglomerates will execute historic mergers to control underlying DC real-estate and fiber-optic assets: SoftBank's move to acquire DigitalBridge for its approximately $108 billion in infrastructure assets signals real-estate and fibe... SoftBank | Markets/Stocks | 40% | ||
| 0.55 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-08 | S_COMPUTE_STARGATE_FAILURE Stargate failure: <500MW by 2029 | compute_scale | 15% | ||
| 0.55 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-11 | CMQ_036 SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. Morgan Stanley | Semis/Memory | 68% | ||
| 0.55 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-13 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.55 | edgar_8k 2026-05-15 | CMQ_036 SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. Morgan Stanley | Semis/Memory | 68% | ||
| 0.55 | edgar_8k 2026-05-18 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.55 | edgar_8k 2026-05-19 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.55 | edgar_8k 2026-05-19 | 229_028 Figure will NOT license out its neural net or hardware IP to third-party form-factor builders. Brett Adcock | Robotics | 69% | ||
| 0.55 | edgar_8k 2026-05-19 | 242_036 Mid-cap/small-cap firms with high-labor ops will triple FCF while multiple compresses Dave Blundin | Markets/Stocks | 42% | ||
| 0.55 | edgar_8k 2026-06-01 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-06-01 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.55 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-02 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.55 | edgar_8k 2026-06-03 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.55 | edgar_8k 2026-06-05 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.55 | edgar_8k 2026-04-30 | 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% | ||
| 0.55 | edgar_8k 2026-05-05 | AI_019 Copper and other critical base metals will be the premier investment assets of 2026 — insatiable, inelastic demand for data-center electrification and thermal management creates commodity supercycle not priced into public markets. Chamath Palihapitiya | Markets/Stocks | 37% | ||
| 0.55 | edgar_8k 2026-05-05 | 242_041 United Launch Alliance will get acquired by Jeff Bezos or similar Alex Wissner-Gross | Space | 37% | ||
| 0.55 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-05 | 235_011 PE fund will emerge shortly to buy medium/big companies and install AI digital twin infrastructure. Salim Ismail | Markets/Stocks | 47% | ||
| 0.55 | edgar_8k 2026-05-05 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-04 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.55 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-05-11 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.55 | 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% | ||
| 0.55 | edgar_8k 2026-05-14 | AI_019 Copper and other critical base metals will be the premier investment assets of 2026 — insatiable, inelastic demand for data-center electrification and thermal management creates commodity supercycle not priced into public markets. Chamath Palihapitiya | Markets/Stocks | 37% | ||
| 0.55 | edgar_8k 2026-05-15 | 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% | ||
| 0.55 | edgar_8k 2026-05-18 | 242_006 Terafab will reach 70% of TSMC's output Peter Diamandis | AI | 45% | ||
| 0.55 | edgar_8k 2026-05-18 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.55 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-01 | 244_006 Joby vertiports will need to be designed for mass market with multiple vehicles landing/taking off Dara Khosrowshahi | Auto/Transport | 43% | ||
| 0.55 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2028 First $1T+ IPO in 2028 | ipo_trillion_plus | 25% | ||
| 0.55 | edgar_8k 2026-06-03 | 242_006 Terafab will reach 70% of TSMC's output Peter Diamandis | AI | 45% | ||
| 0.55 | edgar_8k 2026-06-03 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.55 | edgar_8k 2026-06-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 61% | ||
| 0.55 | edgar_8k 2026-06-05 | TK10 $100T Sovereign Debt Crisis | — | 12% |