Alerts

· AMD

State changes, setup conditions, and structure tensions that crossed a meaningful threshold.

2026-05-14 · 35 alerts in last 7 days · 8 active today

Actorall ADBE AMD AMZN ANET ARM AVGO CRWV DDOG DELL GOOGL INTC META MP MRVL MSFT NBIS NFLX NVDA SMCI SNOW TSM TTD VST

Typeall deteriorating unresolved persistent improving

deteriorating1

Earlier this week

AMDdeterioratingtransition

2026-05-09early follow-through

AMD: Confirmation broke — price losing alignment with narrative

price confirming narrative→early follow-through· 2d in prior

After 2d in CONFIRMED, the state collapsed back to EARLY. Thesis challenged: AI GPU competition narrative vs NVDA

watchIf narr holds ≥55 the thesis may be repricing, not dying. If narr drops <50, treat as breakdown.

·2026-05-09Advanced Micro Devices (AMD) Reports Q1 2026 Revenue of $10.3B Driven by Data Center Growth ·2026-05-09Rocket Lab, Super Micro Computer, eBay And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week ·2026-05-09Jim Cramer Slams AMD Downgrade

Clear filter · show all 35 alerts

Alerts fire when a state transition or setup condition crosses a meaningful threshold — minimum 2 days in prior state, minimum narrative count of 15, fire-once suppression per state run. One-day flips are not reported.

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