EOW Phase 0a check: no fresh delivery-cohort tape; sector rotation still net-negative

Event

EOW Phase 0a check: no fresh delivery-cohort tape; sector rotation still net-negative

Summary

  • Type: monitoring-check (subtype: qualitative continuity, no fresh tape) - event_id: 2026-07-11-ai-power-delivery-phase-0a-eow-check - Source: (rotation-map read, dataDate 2026-07-08). - Shift: No fresh precompute tape or scan coverage of this cohort's specific tickers this cycle (Phase 0a runs ahead of Phase 1 fetch). The one relevant continuity s
3 events
DateTypeEvent
Jul 17 TweetSemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline) Jul 28 ArticleFifteen of twenty broke together

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