METAdeterioratinghightransition 2026-05-09story not being paid
META: Repricing turning to divergence — narrative-price gap widening
price lagging narrative→story not being paid· 2d in prior
After 2d of REPRICING, price still hasn't followed the narrative. Story: AI chips and data center build-out
watchIf narr stays elevated, gap may snap into confirmation. If narr fades, thesis is dying quietly.
historyHistorical PLN→SNB: +2.48pp avg, n=45
METAimprovinghightransition 2026-05-07price lagging narrative
META: Divergence compressing — watch for confirmation or narrative fade
story not being paid→price lagging narrative· 3d in prior
After 3d of divergence, the gap is compressing. Resolves to confirmation or narrative collapse: AI chips and data center build-out
watchNDS direction is the tell. Rising → confirmation path. Falling → narrative fading.
historyHistorical SNB→PLN: +1.39pp avg, n=40