Alerts

· SMCI

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

SMCIdeterioratingsetup

2026-05-10price confirming narrative

SMCI: Confirmation weakening — NDS compressing toward zero

In CONFIRMED for 4d but NDS=-89 — gap closing. Thesis: AI server demand; VAST Data partnership

watchIf rel drops below 3.0 while in CONFIRMED, T5 transition likely within 2 days.

·2026-05-10Nvidia Smuggling Allegations Put Export Controls And Investor Risks In Focus ·2026-05-10Assessing Nano Nuclear Energy (NNE) After AI Data Center Power MOU With Super Micro ·2026-05-10Could Nano Nuclear’s Microreactor Deal Quietly Redefine Supermicro’s (SMCI) Long-Term AI Data Center Edge?

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