2026-05-11story not being paid
VST: 5d divergence — extended narrative-price tension building
Narrative has been ahead of price for 5 consecutive days. Story: Gas and nuclear power generation serving AI data center demand
watchGap snap risk elevating. Next rel print above +1.5% may trigger T2 confirmation.
historyPLN→SNB: +2.48pp avg gap expansion, n=45
2026-05-10story not being paid
NFLX: 5d divergence — extended narrative-price tension building
Narrative has been ahead of price for 5 consecutive days. Story: Ad-supported tier growth; AI personalization and live sports expansion
watchGap snap risk elevating. Next rel print above +1.5% may trigger T2 confirmation.
historyPLN→SNB: +2.48pp avg gap expansion, n=45
2026-05-09price lagging narrative
GOOGL: High-NDS unconfirmed — 36pt gap persisting 3d
NDS=36 for 3d in REPRICING without confirmation. Story: AI search competition + Waymo
watchIf rel crosses +1.5% next print, T1/T9 confirmation is imminent.
historyPLN→PCN setup: +2.15pp avg when confirmed, n=16
2026-05-09price lagging narrative
AMZN: High-NDS unconfirmed — 32pt gap persisting 3d
NDS=32 for 3d in REPRICING without confirmation. Story: Custom silicon (Trainium) + Globalstar buyout
watchIf rel crosses +1.5% next print, T1/T9 confirmation is imminent.
historyPLN→PCN setup: +2.15pp avg when confirmed, n=16
2026-05-09price lagging narrative
MP: High-NDS unconfirmed — 32pt gap persisting 3d
NDS=32 for 3d in REPRICING without confirmation. Story: Rare earth mining; China tariff tailwind and supply chain angle
watchIf rel crosses +1.5% next print, T1/T9 confirmation is imminent.
historyPLN→PCN setup: +2.15pp avg when confirmed, n=16
2026-05-09early follow-through
NVDA: High-NDS unconfirmed — 30pt gap persisting 3d
NDS=30 for 3d in EARLY without confirmation. Story: AI infrastructure buildout; China market share erosion
watchIf rel crosses +1.5% next print, T1/T9 confirmation is imminent.
historyPLN→PCN setup: +2.15pp avg when confirmed, n=16