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

Alerts

· SNDK

State changes, setup conditions, and structure tensions that crossed a meaningful threshold.

2026-06-01 · 39 alerts in last 7 days · 6 active today

ActorallAAPLADBEAMDAMZNCEGCRMCRWVDELLGOOGLINTCMRVLMSFTMUNBISNFLXNVDAORCLPLTRSNDKSNOWTSMVRT
Typealldeterioratingunresolvedpersistentimproving
deteriorating1
improving1
Earlier this week
SNDKimprovinghightransition
2026-05-26price confirming narrative
SNDK: Narrative confirmed — price now validating the thesis
early follow-through→price confirming narrative· 4d in prior
After 4d in EARLY, price crossed the confirmation threshold. The narrative is now being paid: Enterprise NAND demand for AI workloads; cheap-multiple value setup
watchMonitor for a 3-day hold. Transitions that revert within 2d carry no historical edge.
historyHistorical PLN→PCN: +2.15pp avg, n=16
SNDKdeterioratingsetup
2026-05-29price confirming narrative
SNDK: Confirmation weakening — NDS compressing toward zero
In CONFIRMED for 4d but NDS=-51 — gap closing. Thesis: Enterprise NAND demand for AI workloads; cheap-multiple value setup
watchIf rel drops below 3.0 while in CONFIRMED, T5 transition likely within 2 days.
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