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 1 of 3, 500 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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Bulk auto-confirm by similarity threshold

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

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Bulk action
SimDocSourcePredDomainPrior
0.72edgar_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%
0.71edgar_8k
2026-05-08
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.70edgar_8k
2026-05-08
SPC_004
Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenue $602M (+38% YoY), market cap nearing $49B by early 2026 — as a key beneficiary of the SpaceX-ecosystem repricing wave.
Morgan Stanley
Markets/Stocks83%
0.70edgar_8k
2026-06-05
SPC_004
Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenue $602M (+38% YoY), market cap nearing $49B by early 2026 — as a key beneficiary of the SpaceX-ecosystem repricing wave.
Morgan Stanley
Markets/Stocks83%
0.69edgar_8k
2026-05-11
SPC_005
AST SpaceMobile (ASTS) will scale from $70.9M full-year 2025 revenue (guided $150M-$200M for 2026) to approximately $1 billion by 2027 — driven by direct-to-cell satellite technology commercialization.
Morgan Stanley
Markets/Stocks56%
0.68edgar_8k
2026-05-19
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.68edgar_8k
2026-06-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.67edgar_8k
2026-05-04
COD_SPC_005
NASA Dragonfly launches on Falcon Heavy in the July 2028 window
Codex Research Pack
Space33%
0.67edgar_8k
2026-05-08
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%
0.67edgar_8k
2026-06-02
COD_SPC_005
NASA Dragonfly launches on Falcon Heavy in the July 2028 window
Codex Research Pack
Space33%
0.67edgar_8k
2026-06-05
COD_SPC_005
NASA Dragonfly launches on Falcon Heavy in the July 2028 window
Codex Research Pack
Space33%
0.67edgar_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%
0.67edgar_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%
0.66edgar_8k
2026-05-08
240_007
Regulators will dust off antitrust legislation against NVIDIA
Dave Blundin
Geopolitics38%
0.66edgar_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/Semis66%
0.66edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.66edgar_8k
2026-05-11
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.66edgar_8k
2026-05-18
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.66edgar_8k
2026-05-05
SEM_018
SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses.
SMIC (All-In Podcast analysis)
Semis47%
0.66edgar_8k
2026-05-18
SEM_018
SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses.
SMIC (All-In Podcast analysis)
Semis47%
0.65edgar_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%
0.65edgar_8k
2026-05-04
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%
0.65edgar_8k
2026-05-11
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.65edgar_8k
2026-05-18
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.65edgar_8k
2026-06-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.65edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.64edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.64edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.64edgar_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/Semis66%
0.64edgar_8k
2026-05-11
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.64edgar_8k
2026-05-18
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.64edgar_8k
2026-06-02
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.64edgar_8k
2026-05-15
248_001
Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors.
Alex Wissner-Gross
Space42%
0.64edgar_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%
0.63edgar_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%
0.63edgar_8k
2026-05-15
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.63edgar_8k
2026-06-02
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.63edgar_8k
2026-05-05
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.63edgar_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%
0.63edgar_8k
2026-05-05
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.63edgar_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/Markets63%
0.63edgar_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%
0.63edgar_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/Memory62%
0.63edgar_8k
2026-06-02
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.63edgar_8k
2026-05-05
AUT_023
Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature.
Morgan Stanley
Auto/Transport47%
0.63edgar_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
Semis72%
0.63edgar_8k
2026-06-02
SPC_002
A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o...
Morgan Stanley
Markets/Stocks45%
0.63edgar_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 Markets68%
0.63edgar_8k
2026-06-03
AUT_023
Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature.
Morgan Stanley
Auto/Transport47%
0.63edgar_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%
0.63edgar_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%
0.63edgar_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%
0.63edgar_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%
0.63edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.63edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.63edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.63edgar_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%
0.63edgar_8k
2026-05-19
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.63edgar_8k
2026-06-04
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.63edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.63edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.63edgar_8k
2026-05-15
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.63edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_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 Markets68%
0.62edgar_8k
2026-05-05
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.62edgar_8k
2026-05-08
244_013
Uber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the US
Dara Khosrowshahi
Auto/Transport47%
0.62edgar_8k
2026-05-11
244_013
Uber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the US
Dara Khosrowshahi
Auto/Transport47%
0.62edgar_8k
2026-05-13
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.62edgar_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%
0.62edgar_8k
2026-05-05
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.62edgar_8k
2026-05-04
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.62edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_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%
0.62edgar_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%
0.62edgar_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 Markets68%
0.62edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_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 Markets68%
0.62edgar_8k
2026-06-03
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_8k
2026-05-05
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.62edgar_8k
2026-05-04
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.62edgar_8k
2026-05-08
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.62edgar_8k
2026-05-11
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.62edgar_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%
0.62edgar_8k
2026-05-05
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.62edgar_8k
2026-05-04
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%
0.62edgar_8k
2026-05-11
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%
0.62edgar_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%
0.62edgar_8k
2026-05-15
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.62edgar_8k
2026-05-18
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.62edgar_8k
2026-06-04
IND_005
Convergence of computational biology + AI-driven data modeling + CRISPR gene editing enables bringing back extinct species — Form Bio platform (spun out 2022) enables successful resurrection of woolly mammoth and Tasmanian tiger within the decade (by ~...
Ben Lamm
Biotech/Longevity33%
0.62edgar_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%
0.62edgar_8k
2026-04-29
238_036
Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers
Emad Mostaque
Media/Ads35%
0.62edgar_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%
0.62edgar_8k
2026-05-04
238_036
Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers
Emad Mostaque
Media/Ads35%
0.62edgar_8k
2026-05-29
238_036
Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers
Emad Mostaque
Media/Ads35%
0.62edgar_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/Longevity31%
0.62edgar_8k
2026-06-02
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.62edgar_8k
2026-06-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_8k
2026-06-03
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.62edgar_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%
0.61edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-05-11
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.61edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-05-11
INF_034
Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026.
Equinix
Real Estate54%
0.61edgar_8k
2026-05-15
INF_034
Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026.
Equinix
Real Estate54%
0.61edgar_8k
2026-06-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_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%
0.61edgar_8k
2026-04-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-05-12
232_012
US-China AI situation about to get more complicated regarding open source models and secrets.
Ben Horowitz
Geopolitics44%
0.61edgar_8k
2026-05-14
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.61edgar_8k
2026-06-03
232_012
US-China AI situation about to get more complicated regarding open source models and secrets.
Ben Horowitz
Geopolitics44%
0.61edgar_8k
2026-05-14
TK10
$100T Sovereign Debt Crisis
12%
0.61edgar_8k
2026-05-15
INF_045
Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%.
Morgan Stanley
Energy51%
0.61edgar_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%
0.61edgar_8k
2026-05-29
INF_045
Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%.
Morgan Stanley
Energy51%
0.61edgar_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%
0.61edgar_8k
2026-05-15
CMQ_037
Samsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4.
Morgan Stanley
Semis/Memory29%
0.61edgar_8k
2026-05-11
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.61edgar_8k
2026-05-12
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.61edgar_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%
0.61edgar_8k
2026-05-15
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.61edgar_8k
2026-05-18
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.61edgar_8k
2026-05-29
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.61edgar_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%
0.61edgar_8k
2026-05-08
244_032
Uber will cash flow $10B this year (2026)
Dara Khosrowshahi
Markets/Stocks55%
0.61edgar_8k
2026-05-11
244_032
Uber will cash flow $10B this year (2026)
Dara Khosrowshahi
Markets/Stocks55%
0.61edgar_8k
2026-05-19
246_010
SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.
Peter Diamandis
Markets/Stocks43%
0.61edgar_8k
2026-06-04
246_010
SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.
Peter Diamandis
Markets/Stocks43%
0.61edgar_8k
2026-05-05
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.61edgar_8k
2026-05-05
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_8k
2026-05-04
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.61edgar_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%
0.61edgar_8k
2026-05-04
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_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%
0.61edgar_8k
2026-05-11
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.61edgar_8k
2026-05-12
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_8k
2026-05-13
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_8k
2026-05-13
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.61edgar_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%
0.61edgar_8k
2026-06-01
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_8k
2026-06-01
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.61edgar_8k
2026-06-01
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.61edgar_8k
2026-06-04
SEM_020
Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.
Nvidia (All-In Podcast analysis)
Semis74%
0.61edgar_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%
0.61edgar_8k
2026-05-11
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%
0.61edgar_8k
2026-05-12
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.61edgar_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%
0.61edgar_8k
2026-06-02
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.61edgar_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%
0.61edgar_8k
2026-06-05
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.61edgar_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%
0.61edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_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%
0.61edgar_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 Markets61%
0.61edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.61edgar_8k
2026-06-01
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.61edgar_8k
2026-06-03
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.60edgar_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%
0.60edgar_8k
2026-05-11
242_007
Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value
Prediction markets
Markets/Stocks38%
0.60edgar_8k
2026-05-12
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-18
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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%
0.60edgar_8k
2026-06-05
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.60edgar_8k
2026-04-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-05
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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/Markets63%
0.60edgar_8k
2026-05-11
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.60edgar_8k
2026-05-13
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-14
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.60edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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 Markets68%
0.60edgar_8k
2026-06-04
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.60edgar_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%
0.60edgar_8k
2026-05-15
240_035
Meta secured 6.6 GW of clean nuclear power for 2035
Meta
Energy46%
0.60edgar_8k
2026-05-29
240_035
Meta secured 6.6 GW of clean nuclear power for 2035
Meta
Energy46%
0.60edgar_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%
0.60edgar_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 Markets68%
0.60edgar_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%
0.60edgar_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%
0.60edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-15
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.60edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-18
SEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.
Jensen Huang
Policy/Semis66%
0.60edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-02
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.60edgar_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%
0.60edgar_8k
2026-06-05
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.60edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-04-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-04
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.60edgar_8k
2026-05-05
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-05
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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%
0.60edgar_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%
0.60edgar_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%
0.60edgar_8k
2026-05-13
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-05-13
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.60edgar_8k
2026-05-14
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.60edgar_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%
0.60edgar_8k
2026-05-15
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.60edgar_8k
2026-05-18
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.60edgar_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 Markets68%
0.60edgar_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%
0.60edgar_8k
2026-06-02
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.60edgar_8k
2026-06-04
245_031
99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadly
Ben Lamm
Biotech/Longevity41%
0.60edgar_8k
2026-06-05
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.60edgar_8k
2026-05-08
243_039
Uber will work with drone delivery companies including Zipline, Sky Trax, Manna
Dara Khosrowshahi
Robotics39%
0.60edgar_8k
2026-05-11
243_039
Uber will work with drone delivery companies including Zipline, Sky Trax, Manna
Dara Khosrowshahi
Robotics39%
0.60edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.60edgar_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
Semis72%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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
Semis72%
0.60edgar_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/Memory62%
0.60edgar_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%
0.60edgar_8k
2026-05-12
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.60edgar_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%
0.60edgar_8k
2026-05-15
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_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/Memory62%
0.60edgar_8k
2026-05-29
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.60edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.60edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-04-30
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-12
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.60edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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
AI47%
0.60edgar_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%
0.60edgar_8k
2026-06-03
242_055
Activist investing will be disrupted by AI writing open letters to public firms
Alex Wissner-Gross
Markets/Stocks34%
0.60edgar_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%
0.60edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-04
TK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22%
0.60edgar_8k
2026-05-12
232_060
We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.
Alex Wissner-Gross
AI44%
0.60edgar_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/Stocks38%
0.60edgar_8k
2026-05-15
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.60edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-06-03
232_060
We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.
Alex Wissner-Gross
AI44%
0.60edgar_8k
2026-05-05
TK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)
8%
0.60edgar_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%
0.60edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_8k
2026-05-12
CMQ_028
NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).
Jensen Huang
Semis72%
0.60edgar_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%
0.60edgar_8k
2026-05-18
247_003
Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO
Alex Wissner-Gross
AI35%
0.60edgar_8k
2026-06-03
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.60edgar_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
Semis72%
0.60edgar_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%
0.59edgar_8k
2026-05-04
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
humanoid_deployment20%
0.59edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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
AI48%
0.59edgar_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
AI48%
0.59edgar_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
AI48%
0.59edgar_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 Markets43%
0.59edgar_8k
2026-05-15
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_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
Energy39%
0.59edgar_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
Energy57%
0.59edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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
Semis72%
0.59edgar_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
Energy39%
0.59edgar_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
Energy57%
0.59edgar_8k
2026-06-03
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_8k
2026-06-04
TK13
Biotech/Synbio Safety Event
15%
0.59edgar_8k
2026-06-04
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.59edgar_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
AI48%
0.59edgar_8k
2026-04-30
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-05-05
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_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%
0.59edgar_8k
2026-05-11
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-13
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-13
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_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/Semis66%
0.59edgar_8k
2026-05-29
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-06-04
242_058
Cybercab owners will generate revenue via autonomous ridesharing fleets
Peter Diamandis
Auto/Transport51%
0.59edgar_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%
0.59edgar_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%
0.59edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-08
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_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 Markets61%
0.59edgar_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%
0.59edgar_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%
0.59edgar_8k
2026-05-04
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.59edgar_8k
2026-05-08
S_IPO_TRILLION_2027
First $1T+ IPO in 2027
ipo_trillion_plus40%
0.59edgar_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%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Stocks65%
0.59edgar_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/Stocks65%
0.59edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.59edgar_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%
0.59edgar_8k
2026-05-15
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-15
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-05-29
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
compute_scale20%
0.59edgar_8k
2026-05-29
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.59edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Stocks65%
0.59edgar_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/Stocks65%
0.59edgar_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
Robotics69%
0.59edgar_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/Stocks65%
0.59edgar_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%
0.59edgar_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/Stocks65%
0.59edgar_8k
2026-05-05
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-04
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-12
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-05-13
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-01
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_8k
2026-06-01
247_039
Quantum not a risk to Bitcoin; Saylor is 100% right
Dave Blundin
Crypto54%
0.59edgar_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
Energy39%
0.59edgar_8k
2026-06-04
S_AGI_SLOW_2031
AGI slow: Schmidt/Hassabis 5-10 year path
agi_general_capability25%
0.59edgar_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 Markets68%
0.59edgar_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
Robotics37%
0.59edgar_8k
2026-05-08
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.59edgar_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%
0.59edgar_8k
2026-05-11
COD_ROB_003
At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027
Codex Research Pack
Robotics33%
0.59edgar_8k
2026-05-11
246_035
Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.
Peter Diamandis
AI51%
0.59edgar_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%
0.59edgar_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 Markets61%
0.59edgar_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%
0.59edgar_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%
0.59edgar_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%
0.59edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Transport70%
0.59edgar_8k
2026-05-11
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.59edgar_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/Transport70%
0.59edgar_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%
0.59edgar_8k
2026-05-11
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.59edgar_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/Longevity31%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/Crypto48%
0.59edgar_8k
2026-05-14
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-19
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-19
238_046
xAI will build every new data center at 1.2 gigawatts scale
Gwynne Shotwell / xAI
Energy44%
0.59edgar_8k
2026-06-02
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-06-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-06-04
238_046
xAI will build every new data center at 1.2 gigawatts scale
Gwynne Shotwell / xAI
Energy44%
0.59edgar_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/Longevity31%
0.59edgar_8k
2026-06-04
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_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/Crypto48%
0.59edgar_8k
2026-06-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.59edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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
Robotics69%
0.59edgar_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%
0.59edgar_8k
2026-05-05
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.59edgar_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%
0.59edgar_8k
2026-05-05
235_031
Eli Lilly perilously close to $1 trillion market cap at ~$950B.
Alex Wissner-Gross
Markets/Stocks39%
0.59edgar_8k
2026-05-11
S_COMPUTE_1GW_2027
Compute: 1GW operational by Jun 2027
compute_scale60%
0.59edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-12
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-13
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%
0.59edgar_8k
2026-05-13
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-29
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-06-04
S_COMPUTE_1GW_2027
Compute: 1GW operational by Jun 2027
compute_scale60%
0.59edgar_8k
2026-06-05
247_036
Google's Q-Day for quantum breaking RSA moved up to 2029
Google
AI46%
0.59edgar_8k
2026-06-05
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-05-01
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.59edgar_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/ASICs83%
0.59edgar_8k
2026-05-05
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-05-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-04
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-05-11
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_8k
2026-05-11
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_8k
2026-05-12
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-12
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_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/ASICs83%
0.59edgar_8k
2026-05-13
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.59edgar_8k
2026-05-13
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.59edgar_8k
2026-05-13
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-05-14
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-14
TK04
Macro Recession 2026-27 (Structural Deleveraging)
25%
0.59edgar_8k
2026-05-18
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.59edgar_8k
2026-06-01
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-06-01
247_037
Quantum computing will not break Bitcoin (Mike Saylor position)
Michael Saylor
Crypto54%
0.59edgar_8k
2026-06-01
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.59edgar_8k
2026-06-03
COD_TECH_001
A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps
Codex Research Pack
Semis50%
0.59edgar_8k
2026-06-04
SEM_009
The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+).
Mark Cuban
Economy30%
0.59edgar_8k
2026-06-04
COD_BIO_001
FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026
Codex Research Pack
Biotech/Longevity47%
0.59edgar_8k
2026-06-04
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
energy_grid_expansion40%
0.59edgar_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
AI48%
0.59edgar_8k
2026-06-05
247_038
Bitcoin upgrade will come before quantum threat does (Saylor)
Michael Saylor
Crypto48%
0.59edgar_8k
2026-06-05
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-06-05
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.59edgar_8k
2026-04-29
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-04-30
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.59edgar_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 Markets61%
0.59edgar_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%
0.59edgar_8k
2026-05-04
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/Semis66%
0.59edgar_8k
2026-05-04
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.59edgar_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%
0.59edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_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/ASICs83%
0.59edgar_8k
2026-05-14
TK10
$100T Sovereign Debt Crisis
12%
0.59edgar_8k
2026-05-14
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%
0.59edgar_8k
2026-05-14
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.59edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-15
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.59edgar_8k
2026-05-18
247_001
xAI will IPO at $2 trillion valuation this coming summer
Peter Diamandis
AI46%
0.59edgar_8k
2026-05-19
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.59edgar_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 Markets68%
0.59edgar_8k
2026-06-03
TK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22%
0.59edgar_8k
2026-06-04
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.58edgar_8k
2026-04-30
TK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)
8%
0.58edgar_8k
2026-05-04
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.58edgar_8k
2026-05-05
238_049
Archer Aviation plans to become operational in LA by 2028
Peter Diamandis
Auto/Transport55%
0.58edgar_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%
0.58edgar_8k
2026-05-04
234_027
Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026
Alex Wissner-Gross
Biotech/Longevity42%
0.58edgar_8k
2026-05-04
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%
0.58edgar_8k
2026-05-08
CMQ_040
AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron).
Samsung executives
Semis/Memory62%
0.58edgar_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%
0.58edgar_8k
2026-05-11
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.58edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-12
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.58edgar_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 Markets61%
0.58edgar_8k
2026-05-29
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
Robotics69%
0.58edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-29
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-06-02
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-06-03
238_049
Archer Aviation plans to become operational in LA by 2028
Peter Diamandis
Auto/Transport55%
0.58edgar_8k
2026-06-04
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-06-05
SEM_025
Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.
Joseph Moore
Capital Markets55%
0.58edgar_8k
2026-04-30
TK10
$100T Sovereign Debt Crisis
12%
0.58edgar_8k
2026-05-05
TK10
$100T Sovereign Debt Crisis
12%
0.58edgar_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%
0.58edgar_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%
0.58edgar_8k
2026-05-08
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.58edgar_8k
2026-05-11
240_034
Morgan Stanley forecasts 13-40GW data center power shortfall through 2028
Morgan Stanley
Energy47%
0.58edgar_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%
0.58edgar_8k
2026-05-12
S_MARS_2031PLUS
Mars uncrewed: 2031+ transfer window or further delay
mars_uncrewed_landing25%
0.58edgar_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%
0.58edgar_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%
0.58edgar_8k
2026-05-13
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.58edgar_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 Markets61%
0.58edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.58edgar_8k
2026-05-14
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%
0.58edgar_8k
2026-05-14
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.58edgar_8k
2026-05-18
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.58edgar_8k
2026-05-18
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_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 Markets68%
0.58edgar_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 Markets68%
0.58edgar_8k
2026-05-29
TK10
$100T Sovereign Debt Crisis
12%
0.58edgar_8k
2026-06-01
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-06-02
TK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12%
0.58edgar_8k
2026-06-03
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.58edgar_8k
2026-06-04
TK10
$100T Sovereign Debt Crisis
12%
0.58edgar_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%
0.58edgar_8k
2026-06-05
SEM_023
No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.
Joseph Moore
Semis/Markets63%
0.58edgar_8k
2026-06-05
240_026
Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company
Dave Blundin
Markets/Stocks42%
0.58edgar_8k
2026-06-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-01
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.58edgar_8k
2026-05-05
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_8k
2026-05-04
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_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%
0.58edgar_8k
2026-05-08
246_035
Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.
Peter Diamandis
AI51%
0.58edgar_8k
2026-05-12
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_8k
2026-05-12
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.58edgar_8k
2026-05-13
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_8k
2026-05-14
INF_040
Massive financial conglomerates will execute historic mergers to control underlying DC real-estate and fiber-optic assets: SoftBank's move to acquire DigitalBridge for its approximately $108 billion in infrastructure assets signals real-estate and fibe...
SoftBank
Markets/Stocks40%
0.58edgar_8k
2026-05-15
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.58edgar_8k
2026-05-19
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.58edgar_8k
2026-05-29
SEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).
Jensen Huang
Manufacturing86%
0.58edgar_8k
2026-06-01
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_8k
2026-06-01
CMQ_063
Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer.
Alex Wissner-Gross
Quantum/AI15%
0.58edgar_8k
2026-06-01
SEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.
Jack Dorsey
Semis/ASICs83%
0.58edgar_8k
2026-06-03
244_012
Uber will monetize its Didi stake at some point
Dara Khosrowshahi
Markets/Stocks41%
0.58edgar_8k
2026-06-03
COD_ROB_002
1X ships first paid NEO Early Access units to US homes in 2026
Codex Research Pack
Robotics31%
0.58edgar_8k
2026-06-03
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
humanoid_deployment50%
0.58edgar_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%
0.58edgar_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%
0.58edgar_8k
2026-05-08
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-11
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_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%
0.58edgar_8k
2026-05-13
SEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.
Joseph Moore
Capital Markets68%
0.58edgar_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%
0.58edgar_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%
0.58edgar_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 Markets61%
0.58edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_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%
0.58edgar_8k
2026-05-05
S_IPO_TRILLION_2026
First $1T+ IPO in 2026
ipo_trillion_plus25%
0.58edgar_8k
2026-05-08
COD_SPC_003
SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026
Codex Research Pack
Space42%