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

Alerts

· CEG

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

deteriorating1

Active today · CEG

CEGdeterioratinghightransition

2026-06-01story not being paid

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

price lagging narrative→story not being paid· 2d in prior

After 2d of REPRICING, price still hasn't followed the narrative. Story: Nuclear power capacity for AI data centers; hyperscaler offtake deals

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

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

·2026-06-01Why Constellation Energy Stock Slumped on Monday ·2026-06-01Vistra vs. Constellation Energy: The Big Revenue Face-Off ·2026-06-01Constellation Energy Corporation Announces Pricing of Secondary Public Offering of Common Stock

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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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