EOW tape-check: BE V-shaped reversal, GEV continuation, CEG collapse deepens (cross-ref nuclear)
Event
EOW tape-check: BE V-shaped reversal, GEV continuation, CEG collapse deepens (cross-ref nuclear)
Summary
- Type: monitoring-check (subtype: weekly tape-check) - event_id: 2026-07-07-ai-power-bottleneck-eow-tape-check - Source: , ; Phase 0b data table (2026-07-06 close) - Shift: BE reversed violently: RSI 43.2→52.4 over 10 sessions, +16.4% 30D, +8.9% in a single day (nvda-ecosystem), now +111.8% vs VWAP — the sharpest mov
Related
6 events DateTypeEvent
Jul 8 ArticleThe AI-Compute Landlords Are All On Sale — Only Two Balance Sheets Deserve the Dip Jul 11 ScanMonster Scan May 2 PodcastChase Lochmiller (Crusoe CEO) on AI data-center economics Jun 5 InvestigationAschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay Aug 8 ScanMonster Scan Aug 12 ScanMonster Scan No direct external sources are attached to this read.