Alerts

· AMZN

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

AMZNdeterioratinghightransition

2026-05-11story not being paid

AMZN: Repricing turning to divergence — narrative-price gap widening

price lagging narrative→story not being paid· 4d in prior

After 4d of REPRICING, price still hasn't followed the narrative. Story: Custom silicon (Trainium) + Globalstar buyout

watchIf narr stays elevated, gap may snap into confirmation. If narr fades, thesis is dying quietly.

historyHistorical PLN→SNB: +2.48pp avg, n=45

·2026-05-12Secure Code Warrior Signs Strategic Collaboration Agreement with AWS to Support Security-Conscious Developers with Amazo ·2026-05-11Microsoft boss to testify on his role in OpenAI's founding ·2026-05-11Nvidia (NVDA) Draws Bullish Goldman Sachs Call Ahead of Earnings

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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