Archived research surface·Last refreshed Jun 1, 2026. Not currently maintained as a daily product.

Alerts

· PLTR

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

deteriorating1

Earlier this week

PLTRdeterioratinghightransition

2026-05-28story not being paid

PLTR: 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: Government AI contracts + commercial growth

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

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

·2026-05-283 AI Stocks Worth Holding Until You Retire ·2026-05-28Anthropic, Palantir, and the theology of AI ·2026-05-28Palantir Contract Extension Highlights Long Term Commercial Use And Valuation Gap

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