Alerts

· ANET

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

ANETdeterioratinghightransition

2026-05-07story not being paid

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

price lagging narrative→story not being paid· 3d in prior

After 3d of REPRICING, price still hasn't followed the narrative. Story: AI networking infrastructure demand

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

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

·2026-05-07Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls ·2026-05-07Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180 ·2026-05-07Stocks making the biggest moves midday: Planet Fitness, Whirlpool, Vital Farms, Shake Shack & more

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.

Glossary →sue@topicspace.ai