Candidates
Candidates
Which screened names may deserve a desk call next? Prototype: the pre-call origination queue contains lane-concentrated names that cleared a mechanical screen (basing-after-run, bottom-pop, wire-fired, VWAP-reclaim) but have NOT earned a desk call. A read list, not a call list.
Catalyst
ICHR electricity C pullback 50.2 +3.5% -47.3% 12d $ICHR revenue growth accelerating: +23% YoY (FQ2) vs +5% YoY (FQ1) - the second derivative is positive.
INTC electricity C pullback 43.4 -1.4% -26.4% 3d $INTC revenue growth accelerating: +25% YoY (FQ2) vs +7% YoY (FQ1) - the second derivative is positive.
MPWR electricity C pullback 55.3 +15.2% -19.1% 16d $MPWR revenue growth accelerating: +48% YoY (FQ2) vs +26% YoY (FQ1) - the second derivative is positive.
MU electricity C pullback 50.2 +0.1% -18.0% 17d $MU revenue growth accelerating: +346% YoY (FQ3) vs +196% YoY (FQ2) - the second derivative is positive.
TER electricity C pullback 52.6 +5.0% -17.5% 3d $TER revenue growth accelerating: +104% YoY (FQ2) vs +87% YoY (FQ1) - the second derivative is positive.
HOOD finance C pullback 45.8 -5.4% -29.0% 3d $HOOD revenue growth accelerating: +32% YoY (FQ2) vs +15% YoY (FQ1) - the second derivative is positive.
AAOI optical C downtrend 49.9 +1.6% -53.1% 9d $AAOI revenue growth accelerating: +86% YoY (FQ2) vs +51% YoY (FQ1) - the second derivative is positive.
MRVL semis-cpu C pullback 61.5 +17.1% -16.6% 3d $MRVL revenue growth accelerating: +37% YoY (FQ2) vs +28% YoY (FQ1) - the second derivative is positive.
TEAM software-rotation C uptrend 66.2 +16.3% -0.3% 3d $TEAM operating margin inflecting: +11.9% (FQ4) vs -3.1% prior-4Q median - margin expanded by +15.0 pts.
Research commissions
Which discoveries may deserve authored research next? Internal assignment-desk state: canonical commissions plus read-only nominations from the observation trial. Nothing here publishes, trades, or changes conviction.
Read-only observe mode since 2026-08-23. These are research questions, not conclusions; this page cannot create assignments, publish, trade, or alter conviction.
Assignments
Canonical commissions created by the desk Next
ORCLOracle and Project Jupiter: who pays when AI capacity is late?Jan explicitly requested a financing deep dive after September 24–25 Jupiter reporting; extend existing Oracle research with contract and loss-allocation evidence.CombinedInvestigation—Original commercial lease and notice · Current guarantee and recourse terms · Reconciled funding bridge · Customer payment and equipment ownership terms
Have actual spending revisions corroborated a capex-return reckoning?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Hyperscaler spending guide-downs · supplier cancellations and deteriorating software economics.
What actual filing establishes the next measurable AI issuance event?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Reconcile issuer float · lockup and passive-demand calendar and measured liquidity transmission.
Do named AI-host deliveries have complete funding and enforceable customer economics?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Reconcile remaining project expenditure · customer obligations · financing and cancellation exposure; keep equipment orders separate.
Which rack, board and die suppliers have current design-win conversion and defensible margins?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—GEV grid evidence cannot answer socket economics at the rack · board or die.
Is biotech issuance funding reaching downstream orders and commercial ROI?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—CRO/tool orders and platform ROI independently of aftermarket enthusiasm.
How much offshore weakness reflects earnings versus multiples?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Current governance · regulation and macro attribution against mainland equities.
Do CPU and substrate disclosures establish persistent constraints?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Merchant CPU allocation/pricing and ABF/OSAT utilization after captive substitution and capacity additions.
Which defense procurement lines convert into profitable revenue?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Budget/contract conversion · margins · execution · acquisition effects and dilution; assess revenue against share growth.
Does gold behavior establish safe-haven or dollar decoupling beyond the price flag?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Dated risk and dollar windows with bullion and miners separated.
Is the Qatar supply premise active and has it reached helium or fabrication?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Current official outage/restart evidence and transmission into helium allocation · pricing or fabrication.
Has official out-of-zone detection produced commercial transmission?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Current USDA/APHIS detection plus measurable animal-health demand and protein substitution.
Do inventory, contract pricing and commitments challenge the memory break test?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Verify capacity acceleration · negative pricing · inventory build and major HBM order reductions separately.
MUMicron entry proof — Campaign 1campaign-01: capital deployment window 2026-09-08EmittedCompany deep dive—Fresh filing and reconciled financial series; inventory and capacity; contract and cancellation risks; news and social; full-history RSI and flag confirmation
Do current nearline disclosures still support supply discipline?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—STX/WDC allocation · lead times · pricing and margins · including Toshiba capacity response.
Is nuclear demand transmitting into fuel-supplier economics?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Enrichment awards and production · uranium pricing and fuel commercial terms.
Do current optical supplier disclosures confirm the constraint?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—COHR/LITE allocation · lead times · capacity and margins; verify CIEN/CRDO developments separately.
Which scarce robot components have profitable commercial conversion?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Verified design wins · orders · defensible content and revenue conversion · including vertical integration and design-out risk.
What funding terms and repeatable commercial demand support quantum businesses?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Filed financing · usable runway and commercial demand; distinguish technical milestones and noncash accounting.
What did the original SpaceX issuance terms and event windows show?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Recover original filed float · lockup and index terms and contemporaneous funding · peer and sector outcomes.
Which direct policy statement produces a confound-resistant ticker response?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Direct dated primary statement and return path controlling earnings · analyst and sector effects.
Which physical event explains differentiated energy-company economics?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Verify oil · gas · LNG · producer · service and refiner transmission rather than infer blockade from prices.
Is there a direct resolution catalyst with a broad cross-asset effect?campaign-01: capital deployment window 2026-09-08Needs evidencePerspective update—Separate resolution-driven returns from earnings and sector confounds.
What does the desk BUY call record at 30 and 90 days warrant trusting?campaign-01: capital deployment window 2026-09-08EmittedInvestigation—1 linked output
Where is the climate for the September 8 capital window and what flips it?campaign-01: capital deployment window 2026-09-08EmittedInvestigation—1 linked output
Which pillars and perspectives deserve primary status for the September 8 window?campaign-01: capital deployment window 2026-09-08EmittedPerspective update—1 linked output
Which thesis names have confirmed entries or numeric waiting conditions for September 8?campaign-01: capital deployment window 2026-09-08EmittedInvestigation—1 linked output
MOSDBACFCTVA+3Food Security Cascade — does the retired thesis earn a reopen?The reopen trigger written into the 2026-05-23 closure — MOS above $25 with RSI over 50 SUSTAINED, and DBA above $28 — has both legs lit on the 2026-09-02 close for the first time since the thesis was retired with a failed-frame verdict. MOS closed $25.78 at RSI 68.1; DBA closed $29.27 at RSI 69.5 on a 52-week high with 2.38x relative volume. Two independent detectors surfaced it the same session without sharing state: the leveraged-speculation paper book flagged both legs during its entry screen, and the standing trigger-check screen reported MOS above $25 newly crossed one day ago, MOS RSI above 50 standing ten days, DBA above $28 standing thirteen days. The sector read corroborates — Food Security is the only lane both leading and still accelerating (30-day relative strength +16.2, acceleration +4.5, every name up, 60% strong-up), while hard assets, crypto, copper and biotech are all leading-but-fading. CF, CTVA and NTR register as stretched-momentum on real volume rather than thinning froth, and FMC closed +12.21% on the day, +20.49% on the week. What is NOT satisfied is the word sustained: the MOS price leg is day one, and this thesis was closed once already on a failed frame. The question to answer is whether this is the frame working late or a commodity bounce wearing its costume. Trigger text: research/perspectives/2026-05-03-food-security-cascade/README.md; tape from the 2026-09-02 settled close.KilledPerspective proposal—No next step recorded
NOWNOW August 28 blindside — cause and AI-capex thesis reconciliationNOW gained 12.59% over the week through 2026-08-28 without a pre-window desk flag; the user explicitly requested a cause review for a tracked name.CombinedPerspective updateTape + User assignmentprimary or independent cause receipt · explicit prior-thesis reconciliation
SIVEFSIVEF August 28 blindside — cause and optical thesis reconciliationSIVEF lost 27.37% over the week and 16.02% on 2026-08-28 without a pre-window desk flag; the user explicitly requested a cause review for an optical-supercycle key ticker.CombinedPerspective updateTape + User assignmentprimary or independent cause receipt · explicit prior-thesis reconciliation
Read-only nominations
11 ready · 65 needs evidence · 23 suppressed · 25 not qualified SubjectEditorial read
APO$APO: 2 independent reads converging - FUNDAMENTALS revenue growth accelerating: +64% YoY (FQ2) vs -9% YoY (FQ1); FILINGS 8-K filed 2026-10-05.ReadyCompany deep diveFiling + Fundamentals17Ready for editorial disposition
COP$COP revenue growth accelerating: +43% YoY (FQ2) vs -7% YoY (FQ1) inside Volume Setups, which the rotation board flags as emerging - fundamentals and rotation agree.ReadyCompany deep diveFundamentals + SECTOR + Tape14Ready for editorial disposition
GDXDoes the no-view verdict on GDX survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER14Ready for editorial disposition
AAPLAMDMRVL$AMD: 2 independent reads converging - TAPE +16.7% (30d) while its AI Bottlenecks basket sits at +1.7%; FUNDAMENTALS revenue growth accelerating: +50% YoY (FQ2) vs +38% YoY (FQ1).ReadySector articleFiling + Fundamentals + Tape12Ready for editorial disposition
ARGXDoes the intact verdict on ARGX survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER12Ready for editorial disposition
ELANDoes the intact-but-priced verdict on ELAN survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER12Ready for editorial disposition
SCCODoes the intact verdict on SCCO survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER12Ready for editorial disposition
DELLDoes the intact-but-priced verdict on DELL survive its reopen band firing?ReadyProfile refreshSTANDING TRIGGER6Ready for editorial disposition
FCXDoes the intact verdict on FCX survive its reopen band firing?ReadyProfile refreshSTANDING TRIGGER6Ready for editorial disposition
ILMNDoes the intact-but-priced verdict on ILMN survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER6Ready for editorial disposition
NTRADoes the intact-but-priced verdict on NTRA survive its reopen band firing?ReadyCompany deep diveSTANDING TRIGGER6Ready for editorial disposition
PCVXPCVX moved +26.4% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveFiling + Tape15a same-EOD cause receipt and an explicit prior-research reconciliation
QSIQSI moved +25.4% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveFiling + Tape14a same-EOD cause receipt and an explicit prior-research reconciliation
AEHRAEHR moved -21.1% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceTape refreshTape13a same-EOD cause receipt and an explicit prior-research reconciliation
ALMRALMR moved -26.5% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a same-EOD cause receipt and an explicit prior-research reconciliation
ARQQARQQ moved -30.0% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a same-EOD cause receipt and an explicit prior-research reconciliation
ATZ.TOATZ.TO moved +20.5% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a primary receipt or an independent event source explaining the move
AXTIAXTI moved -20.3% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape13a same-EOD cause receipt and an explicit prior-research reconciliation
BRUNBRUN moved -20.2% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape13a same-EOD cause receipt and an explicit prior-research reconciliation
EOSEEOSE moved -21.5% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a same-EOD cause receipt and an explicit prior-research reconciliation
HLSQHLSQ moved -20.8% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a same-EOD cause receipt and an explicit prior-research reconciliation
NAUTNAUT moved +23.6% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape13a same-EOD cause receipt and an explicit prior-research reconciliation
NVAXNVAX moved +21.9% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape13a primary receipt or an independent event source explaining the move
PENGPENG moved +24.3% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape13a primary receipt or an independent event source explaining the move
ALGNALGN — 1 mention (reddit). Consider adding to a watchlist.Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION12a decision-shaped company question supported by a primary or independent source
EOPSFEOS — 2 mentions (tweets). Consider adding to a watchlist.Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION12a decision-shaped company question supported by a primary or independent source
ETH-USDETH — 1 mention (tweets). Consider adding to a watchlist.Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION12a decision-shaped company question supported by a primary or independent source
SIVEFSIVE — 2 mentions (tweets). Consider adding to a watchlist.Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION12a decision-shaped company question supported by a primary or independent source
ABSIABSI moved +13.7% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a same-EOD cause receipt and an explicit prior-research reconciliation
ASTSASTS moved -10.5% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape12a primary receipt or an independent event source explaining the move
DNADNA moved +14.6% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a same-EOD cause receipt and an explicit prior-research reconciliation
FSLYFSLY moved +15.9% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a primary receipt or an independent event source explaining the move
MRNAMRNA moved +18.4% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape12a same-EOD cause receipt and an explicit prior-research reconciliation
MVISMVIS moved -18.9% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a same-EOD cause receipt and an explicit prior-research reconciliation
NJDCYNJDCY moved -16.2% despite a expected desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a primary receipt or an independent event source explaining the move
NTSKNTSK moved +17.0% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveTape12a primary receipt or an independent event source explaining the move
TT moved -10.8% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape12a primary receipt or an independent event source explaining the move
TLNTLN moved +18.0% despite a watched desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidencePerspective updateTape12a same-EOD cause receipt and an explicit prior-research reconciliation
TMUSTMUS moved -13.3% without a pre-window desk flag — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape12a primary receipt or an independent event source explaining the move
VZVZ moved -10.1% despite a contrary desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape12a primary receipt or an independent event source explaining the move
005930.KS005930.KS — 8 today (was 4 yesterday, 3.2 7d avg). +4 vs yesterday, +4.8 vs 7d avgNeeds evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape11a primary receipt or an independent event source explaining the move
6146.T6146.T — 2 mentions across 1 source (articles)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
AEHRAEHR — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
AMATAMAT — 3 mentions across 1 source (articles)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
APPAPP — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
BABABABA — 2 mentions across 2 sources (podcasts, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
BANDBAND — 11 today (was 6 yesterday, 4.7 7d avg). +5 vs yesterday, +6.3 vs 7d avgNeeds evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape11a primary receipt or an independent event source explaining the move
BTCBTC — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
BTC-USDBTC-USD — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
CCCC — 3 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
CCJCCJ — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
CCXICCXI — 4 mentions across 1 source (discord)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
CIENCIEN — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
CIFRCIFR — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
DDDD — 3 mentions across 1 source (discord)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
DRAMDRAM — 7 today (was 3 yesterday, 5.2 7d avg). +4 vs yesterdayNeeds evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape11a primary receipt or an independent event source explaining the move
ETET — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
GSEGS — 3 mentions across 2 sources (articles, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
HBMHBM — 10 today (was 5 yesterday, 5.8 7d avg). +5 vs yesterday, +4.2 vs 7d avgNeeds evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape11a primary receipt or an independent event source explaining the move
INTCINTC — 3 mentions across 2 sources (articles, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
LNGLNG — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
MRVLMRVL — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
MSMS — 3 mentions across 2 sources (articles, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
NEENEE — 2 mentions across 1 source (articles)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
NOWNOW — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
QCOMQCOM — 3 mentions across 1 source (articles)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
QQQQQQ — 5 mentions across 2 sources (reddit, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
SNDKSNDK — 5 mentions across 2 sources (articles, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
SONYSONY — 2 mentions across 2 sources (articles, discord)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
SPYSPY — 2 mentions across 2 sources (reddit, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
TMTM — 2 mentions across 1 source (articles)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
TSMTSM — 10 today (was 6 yesterday, 4.8 7d avg). +4 vs yesterday, +5.2 vs 7d avgNeeds evidenceCompany deep diveSOCIAL NEWS ATTENTION + Tape11a primary receipt or an independent event source explaining the move
UUUUUUUU — 2 mentions across 2 sources (reddit, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
WOLFWOLF — 4 mentions across 2 sources (articles, tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
ZETAZETA — 2 mentions across 1 source (tweets)Needs evidenceCompany deep diveSOCIAL NEWS ATTENTION11a primary receipt or an independent event source explaining the move
ZSZS moved +18.9% despite a expected desk read; size warrants a fresh review — what caused it, and does the prior research change?Needs evidenceTape refreshTape6a same-EOD cause receipt and an explicit prior-research reconciliation
MUMU — 10 mentions across 2 sources (articles, tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION11Already represented elsewhere
AAPLAAPL — 3 mentions across 2 sources (articles, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
AMDAMD — 9 mentions across 2 sources (articles, tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
AMZNAMZN — 6 mentions across 3 sources (articles, reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
ARMARM — 2 mentions across 2 sources (articles, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
AVGOAVGO — 6 today (was 3 yesterday, 3.3 7d avg). +3 vs yesterdaySuppressedProfile refreshSOCIAL NEWS ATTENTION + Tape5a material new trigger beyond the recent profile or deep dive
BEBE — 3 mentions across 1 source (tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
BOTBOT — 3 mentions across 1 source (discord)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
CRWVCRWV — 3 mentions across 1 source (tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
GOOGLGOOGL — 12 mentions across 3 sources (articles, reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
IRENIREN — 6 mentions across 2 sources (reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
LITELITE — 6 mentions across 2 sources (discord, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
METAMETA — 5 mentions across 2 sources (articles, tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
MSFTMSFT — 9 mentions across 3 sources (articles, reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
NBISNBIS — 8 mentions across 1 source (tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
NVDANVDA — 26 today (was 18 yesterday, 21.8 7d avg). +8 vs yesterday, +4.2 vs 7d avgSuppressedProfile refreshSOCIAL NEWS ATTENTION + Tape5a material new trigger beyond the recent profile or deep dive
ORCLORCL — 4 mentions across 2 sources (reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
PLTRPLTR — 7 mentions across 1 source (tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
RDDTRDDT — 6 mentions across 2 sources (reddit, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
RKLBRKLB — 3 mentions across 2 sources (articles, tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
SKHYSKHY — 6 mentions across 1 source (articles)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
SPCXSPCX — 23 mentions across 3 sources (articles, reddit, tweets)SuppressedCompany deep diveSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
TSLATSLA — 3 mentions across 2 sources (articles, tweets)SuppressedProfile refreshSOCIAL NEWS ATTENTION5a material new trigger beyond the recent profile or deep dive
AAOIAAOI — 4 mentions across 3 sources (articles, reddit, tweets)Not qualifiedCompany deep diveFiling + Fundamentals + SOCIAL NEWS ATTENTION13a second genuinely independent source family or a material primary receipt
CELHCELH — 1 mention (reddit). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
EEMMFEEMMF — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
ETLETL — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
FLYEFLYE — 1 mention (discord). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
JZJZ — 1 mention (discord). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
LACLAC — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
LBNKLBNK — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
LBNKFLBNKF — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
LENLEN — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
LIBLIB — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
MAXQMAXQ — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
MNMN — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
NEARNEAR — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
NRRNRR — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
NUAINUAI — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
OPAYOPAY — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
PHVSPHVS — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
PLTPLT — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
QQQIQQQI — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
RKTRKT — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
SLISLI — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
USUS — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
VLTLFVLTLF — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises
ZECZEC — 1 mention (tweets). Consider adding to a watchlist.Not qualifiedCompany deep diveSOCIAL NEWS ATTENTION11a subject symbol the security registry recognises