Alerts

· ARM

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

Active today · ARM

ARMdeterioratinghightransition

2026-05-14story not being paid

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

price lagging narrative→story not being paid· 6d in prior

After 6d of REPRICING, price still hasn't followed the narrative. Story: Architecture licensing expanding into AI chips

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

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

·2026-05-14AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)·2026-05-13What's Going On With Arm Stock Wednesday?·2026-05-13Arm, SoftBank Said to Have Tried to Buy Cerebras

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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