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

improving1

Earlier this week

AMDimprovinghightransition

2026-05-28price confirming narrative

AMD: Narrative confirmed — price now validating the thesis

early follow-through→price confirming narrative· 2d in prior

After 2d in EARLY, price crossed the confirmation threshold. The narrative is now being paid: AI GPU competition narrative vs NVDA

watchMonitor for a 3-day hold. Transitions that revert within 2d carry no historical edge.

historyHistorical PLN→PCN: +2.15pp avg, n=16

·2026-05-28AI boom squeezes optical tech and Huawei makes a chip comeback ·2026-05-28Not Your Average AMD Win ·2026-05-28AMD: I Was Cautious, But The Story Has Improved (Rating Upgrade)

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.

Glossary →sue@topicspace.ai