Alerts

· AMZN

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

persistent1

improving1

Active today · AMZN

AMZNimprovinghightransition

2026-05-14price lagging narrative

AMZN: Divergence compressing — watch for confirmation or narrative fade

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

After 2d of divergence, the gap is compressing. Resolves to confirmation or narrative collapse: Custom silicon (Trainium) + Globalstar buyout

watchNDS direction is the tell. Rising → confirmation path. Falling → narrative fading.

historyHistorical SNB→PLN: +1.39pp avg, n=40

·2026-05-14Anthony Scaramucci Says Bitcoin Poised To Follow The S-Curve Of Adoption Like Amazon, Microsoft: 'Cannot Be Devalued'·2026-05-14French court rejects Amazon book fee challenge – report ·2026-05-14Elon Musk Chimes In As Delta Picks Amazon Leo Over Starlink: They Wanted To Make It 'Painful, Difficult And Expensive'

Earlier this week

AMZNdeterioratinghightransition

2026-05-11story not being paid

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

price lagging narrative→story not being paid· 4d in prior

After 4d of REPRICING, price still hasn't followed the narrative. Story: Custom silicon (Trainium) + Globalstar buyout

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

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

·2026-05-12Secure Code Warrior Signs Strategic Collaboration Agreement with AWS to Support Security-Conscious Developers with Amazo ·2026-05-11Microsoft boss to testify on his role in OpenAI's founding ·2026-05-11Nvidia (NVDA) Draws Bullish Goldman Sachs Call Ahead of Earnings

AMZNpersistentsetup

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

·2026-05-09Thailand's SiamAI denies exporting US AI servers to China ·2026-05-09Prediction: Amazon Will Outperform the S&P 500 ·2026-05-09Alphabet, Microsoft, Amazon, and Meta Platforms Just Reported Earnings. Which Is the Best Buy?

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.

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