Archived research surface·Last refreshed Jun 1, 2026. Not currently maintained as a daily product.

Alerts

· AMD

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

2026-06-01 · 39 alerts in last 7 days · 6 active today

Actorall AAPL ADBE AMD AMZN CEG CRM CRWV DELL GOOGL INTC MRVL MSFT MU NBIS NFLX NVDA ORCL PLTR SNDK SNOW TSM VRT

Typeall deteriorating unresolved persistent improving

deteriorating2

Active today · AMD

AMDdeterioratingtransition

2026-06-01early follow-through

AMD: Confirmation broke — price losing alignment with narrative

price confirming narrative→early follow-through· 3d in prior

After 3d 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.

·2026-06-01AMD Target Raised as AI CPU Demand Builds ·2026-06-01Nvidia Stock Jumps After New PC Push Triggers Selloff in Intel, AMD ·2026-06-01Intel, AMD, Qualcomm shares slide as Nvidia crashes the PC chip market

Earlier this week

AMDdeterioratingtransition

2026-05-26early 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.

·2026-05-26AMD Stock Soars to Record High as Next-Gen AI Chip Enters Production ·2026-05-26Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch ·2026-05-26Cathie Wood Is Dumping AMD and TSMC Stock. Here's What She's Buying Instead

Clear filter · show all 39 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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