TopicSpace

AI Ecosystem Narrative Intelligence Report

Mapping narrative flows across the AI economy
Report scope
Tech ecosystem + selected actor deep dives
Generated
2026-06-01
Actors covered
AAPL, ADBE, ALAB, AMD, AMZN, ANET, ANTHROPIC, ARM, ASML, AVGO, BTC, CEG, CLS, COHR, CRM, CRWV, DDOG, DELL, ETH, GOOGL, INTC, MELI, META, MP, MRVL, MSFT, MU, NBIS, NFLX, NVDA, ODC, OPENAI, ORCL, PLTR, SAMSNG, SKHX, SMCI, SNDK, SNOW, SOFI, TSLA, TSM, TTD, USAR, VRT, VST, WDC, ZETA
Prepared by
TopicSpace
1. Executive overview
p. 2
1B. Narrative map
p. 3
2. Narrative forecast
p. 4
2B. Narrative actions
p. 3
3. Strategic watchlist
p. 3
4. Narrative phase map
p. 4
5. Narrative lineages
p. 5
6. Narrative leadership
p. 6
7. Ecosystem view
p. 7
8. Actor narrative snapshots
p. 8+
9. Convergence & propagation
later
10. Methodology & Analytical Framework
final
A. Storm index
appendix

1. Executive overview

System state
Mixed confirmation, no dominant pattern
Apr 27, 2026
Narrative pressure is building across major AI names, but price validation remains uneven. A group of narrative-leading names still is not getting paid, a smaller set is confirming selectively, and a distinct pocket of price-led moves is already stretched. The board is active, but not aligned.

What changed today
  • ARM moved deeper into price-ahead-of-story territory.
  • CRWV remained a clean downside-confirmation case.
  • NFLX stood out as one of the strongest story-not-being-paid names.
  • AMD remained the clearest confirmation on the board.
  • Main pattern: unpaid narrative, selective confirmation, and stretched price-led movement are all active at once.
What's driving the system
  • AI model narrative losing traction — Developments in the AI model space, particularly around actors like OpenAI and Anthropic, have shown flat momentum with
  • Enterprise software guidance shows mixed signals — The guidance narrative around enterprise software is evolving but with unclear indicators, creating a mixed signal for stakeholders.
  • Lack of confidence in corporate enterprise rollouts — The uncertainty surrounding software rollout strategies by major enterprise players adds complexity to the existing guid
  • Absence of notable AI model advancements — Current AI model developments from leading actors like OpenAI and Anthropic stall further interest, potentially sidelini
What to watch next
  • This is the away_from part of the current rotation as the model narrative fails to engage attention, blocking consolidat
  • This indicates a toward signal that could evolve if clearer indicators emerge.
  • If leading companies articulate clear strategies for software evolution → a dominant narrative could emerge in enterpris
  • If these companies announce a significant new model or capability → attention could shift back to the model layer.

Updated daily as narratives shift across the AI ecosystem

What changed since last update
  • • INTC collapsed — momentum −98 Structural decline — failed acceleration
  • • CRM surged — momentum +96 Structural growth
  • • SNDK collapsed — momentum −93 Structural decline — failed acceleration
  • • MRVL fell sharply — momentum −48 Structural decline
  • • META rebounded — momentum +34 Structural growth

This is what shifted in the last window:

What's changing
COLLAPSEINTCStructural decline
• Momentum reversed sharply (−98), pressure near zero
• Exited the active narrative set — structural loss, not a short-term pullback
INSTABILITYMRVLStructural decline
• Narrative identity shifting (drift: 0.40), momentum still falling (−48)
• No coherent new position established — near-term signals unreliable
REVERSALCRM + TSLA
• Both flipped from negative to positive momentum in the same window (CRM +96, TSLA +26)
• Coordinated rebound — cross-actor propagation is the next confirmation signal
DIVERGENCESKHX vs SNDKStructural decline
• SNDK momentum fell (−93) while SKHX maintains dominant narrative flow
• Leadership diverging — SKHX is initiating direction, SNDK is increasingly reactive
Why it mattersThe system is splitting: some actors are reversing while others break down — no single actor is controlling narrative direction.
Part of this cooling reflects post-peak normalization, but the breadth of decline suggests a structural shift.
⚠ Narrative Misalignment
Company narratives no longer reinforced by ecosystem signals — management confidence is outpacing external momentum.
NVDASUSTAINED DIVERGENCEgap +0.56
internal  ███████░ 0.82  (Confident tone)
external  ██░░░░░░ 0.26  (eco=volatile, accel=+46, peak=2%)
NVDA management is raising guidance and projecting confidence, but external narrative momentum is at 2% of its all-ti…
Last transcript: 2026-02-25
METASUSTAINED DIVERGENCEgap +0.54
internal  ██████░░ 0.81  (Confident tone)
external  ██░░░░░░ 0.27  (eco=fading, accel=-136, peak=3%)
META management is raising guidance and projecting confidence, but external narrative momentum is at 3% of its all-ti…
Last transcript: 2026-01-28
MSFTSUSTAINED DIVERGENCEgap +0.52
internal  ██████░░ 0.75  (Confident tone)
external  ██░░░░░░ 0.23  (eco=fading, accel=-114, peak=3%)
MSFT management is raising guidance and projecting confidence, but external narrative momentum is at 3% of its all-ti…
Last transcript: 2026-01-29
AMDSUSTAINED DIVERGENCEgap +0.41
internal  ██████░░ 0.80  (Confident tone)
external  ███░░░░░ 0.39  (eco=fading, accel=-47, peak=14%)
AMD management is raising guidance and projecting confidence, but external narrative momentum is at 15% of its all-ti…
Last transcript: 2025-11-04
Events in storms
25059
Feb-Mar 2026
Actor storms
472
tracked narratives
Actor lineages
44
actor narratives
Ecosystem lineages
29
cross-actor narratives
Avg coherence
0.60
narrative clarity
Avg storm size
18
events per storm

Data sources

44825 raw events ingested from multiple sources, normalized and embedded for semantic analysis.

SourceEventsShareTime RangeRate
finnhub3762683.9%Nov 28, 2017 – Jun 01, 202612.1/day
reddit
r/ClaudeAI · r/ChatGPT · r/technology · r/Anthropic · r/OpenAI · r/LocalLLaMA · r/wallstreetbets · r/singularity · r/stocks
487010.9%Mar 24, 2026 – May 28, 202674.9/day
amplification14003.1%Mar 25, 2026 – Jun 02, 202620.6/day
newsapi4681.0%Feb 11, 2026 – Apr 07, 20268.5/day
x2240.5%Apr 17, 2026 – Apr 22, 202644.8/day
transcript
AMD (Q1'25, Q4'25) · AMZN (Q4'25, Q1'26) · META (Q4'25, Q1'26) · MSFT (Q4'25, Q1'26) · NVDA (Q4'25, Q1'26) · PLTR (Q4'25, Q1'26)
1320.3%Feb 04, 2025 – Feb 25, 20260.3/day
sec1020.2%Dec 03, 2025 – May 08, 20260.7/day

Narrative lineages

Actor narratives44 active
Ecosystem narratives29 active
Narrative hubsSKHX (originator), TSLA (amplifier), VRT (downstream hub)
Top actor narrativeAI Chip Market Dynamics — AAPL, AMD, AMZN, ANET, ANTHROPIC, ARM, A  ·  gravity 0.66
Top ecosystem narrativeAI Infrastructure Demand Surge — AAPL, ALAB, AMD, AMZN, ANET, ANTHROPIC,  ·  gravity 0.36
Strongest corridorSKHX → TSLA → TSM → TTD → VRT  ·  score 1.22
Retail amplificationDetected in 3 lineages, led by DELL Data Center Positioning

Lifecycle distribution

StateCountInterpretation
Emerging35New formations worth watching
Growing21Strengthening narratives
Peaking0High-attention storms
Fading87Attention cooling
Stable/Volatile329Persistent or shifting narratives

35 emerging storms suggest a new narrative cycle may be forming.

Narrative dynamics

Drift classCountShift type breakdown
Stable271 market noise, 26 stable
Gradual evolution11246 thematic, 32 market noise, 19 mixed, 15 stable
Major pivots333143 thematic, 120 market noise, 51 mixed, 19 stable
Interpretation: High narrative churn: 333 of 472 storms (71%) show major drift. However, 120 of those are market-noise shifts rather than genuine thematic pivots. 143 represent real thematic shifts worth monitoring.

Narrative pressure signals

High pressure

  • CoreWeave — Demand Surge ↑ expanding
    Expanding · 70 +31
    gravity low, gravity rising (0.75)

Building pressure

  • Adobe — Financial Performance ↑ expanding
    Building · 62 +27
    gravity low, gravity rising (0.35)
  • VRT — Partnership Expansion ↑ expanding
    Building · 61 +21
    gravity low, gravity rising, coherence stable (0.09)
  • Arm — Market Volatility ↑ expanding
    Building · 61 +23
    gravity low, gravity rising, coherence stable (0.18)
  • Dell — Partnership Expansion ↗ building
    Building · 58 +23
    gravity low, gravity rising (0.52)
  • Microsoft — Capacity Constraints ↑ expanding
    Building · 58 +21
    gravity low, gravity rising, coherence stable (0.09)
Interpretation: 1 narrative(s) under high pressure may expand further. 7 additional narrative(s) are building momentum.

Strategic watch summary

Priority watch0
Monitor closely3
Interpretation: Top lineage: AI Infrastructure Demand Surge — momentum 70, gravity 0.356, 568 storm window(s), pressure high.

What to watch next

Conditions that would confirm, break, or replace the current regime.

Energy becomes the dominant AI bottleneck
Why it matters: Energy is the only upstream constraint still gaining relevance while core infrastructure narratives cool.
Watch for
  • New hyperscaler power agreements (META, MSFT, GOOGL) at scale
  • Utility or grid partnerships involving CEG or VST
  • Narrative language shifting from compute constraints to power constraints in analyst coverage
System impact: If confirmed, the AI trade rotates from hardware procurement toward upstream energy infrastructure.
Data center demand stabilizes or breaks
Why it matters: The NVDA / ANET / VRT demand narrative is fading, but it is still the largest infrastructure cluster in the system.
Watch for
  • New capex announcements from hyperscalers
  • Pricing or lead-time signals indicating renewed GPU scarcity
  • NVDA narrative momentum turning positive again
System impact: If confirmed, infrastructure demand reasserts itself; if not, the prior AI buildout cycle is fully exhausted.
SoftBank-to-OpenAI capital becomes a broader financing wave
Why it matters: The $40B commitment is the clearest capital signal this week, but it remains isolated.
Watch for
  • Follow-on capital commitments from sovereign wealth, pension, or a second hyperscaler
  • New financing structures around compute or model infrastructure
  • Adjacent partnership momentum re-accelerating (ARM, portfolio companies)
System impact: If confirmed, capital deployment becomes the next system anchor and revives the infrastructure narrative.
Physical AI moves from analyst language to real narrative propagation
Why it matters: Physical AI is re-entering coverage (Bernstein, this week), but it has not yet become a durable multi-actor theme.
Watch for
  • Robotaxi milestones connecting TSLA thesis to price action
  • Industrial AI deployment announcements from NVDA
  • Propagation from TSLA or NVDA into broader ecosystem attention
System impact: If confirmed, narrative energy rotates from core compute infrastructure toward deployment in the physical world.
AI ecosystem — where key players are moving right now

Top-right = gaining attention fast  ·  Bottom-left = losing relevance  —  1 June 2026

NARRATIVE MOMENTUM (ATTENTION) →NARRATIVE VELOCITY (CHANGE) →PLTRemergingMetabridge — fadingIntelbridge — fadingNVIDIAweakeningModel layer(OpenAI + Anthropic)declining
Accelerating  ·  Active (unstable or anchoring)  ·  Early recovery  ·  Fading  ·  Declining

2. Narrative Forecast

Where is narrative energy going next? Three buckets: act now, watch closely, manage risk.

↑ Surging Narratives
CoreWeave — Demand Surge Evolving
Momentum: 70 (+31) · Expanding
Drivers: pressure trend ↑↑, acceleration ↑↑
Lead signal: HIGH (80)
Time horizon: Near-term (1–3 days)
~ Emerging Signals
SNOW — Market Positioning Emerging shift
Momentum: 49 (+23) · Building
Signals: pressure trend ↑↑, acceleration ↑↑
Lead signal: HIGH (79)
Time horizon: Near-term (2–5 days)
Adobe — Financial Performance Evolving
Momentum: 62 (+27) · Building
Signals: pressure trend ↑↑, acceleration ↑↑
Lead signal: HIGH (76)
Time horizon: Medium-term (5–10 days)
Arm — Market Volatility Emerging shift
Momentum: 61 (+23) · Building
Signals: pressure trend ↑↑, acceleration ↑↑
Lead signal: WATCH (74)
Time horizon: Near-term (2–5 days)
↓ At Risk / Reversal
Oracle — Partnership Expansion Narrative breakdown
Momentum: 1 (-30) · Cooling
Risk signals: pressure flattening, acceleration dropping, noise elevated
Time horizon: Immediate (1–2 days)
Adobe — Earnings Discrepancy Narrative breakdown
Momentum: 25 (-26) · Cooling
Risk signals: noise elevated
Time horizon: Immediate (1–2 days)
CoreWeave — Market Volatility Narrative breakdown
Momentum: 39 (-25) · Cooling
Risk signals: acceleration dropping
Time horizon: Immediate (1–2 days)

2B. Narrative Actions

Signal → interpretation → action → risk. One card per forecasted storm.

↑ CoreWeave — Demand Surge
Act Now
Momentum: 70 (+31) · Expanding
Thesis

eco_2026-03-17_309 is strengthening its narrative position with accelerating event coverage. Momentum is rising sharply (+31) and reinforcement is broad-based.

Action

Increase attention to this narrative. Track partnership announcements, cross-actor mentions, and spread to adjacent actors. Act while momentum is rising — window is near-term.

Time horizon

Near-term (1–7 days)

Confidence: Very High

strong momentum + acceleration + spread all confirming

Who benefits
  • (primary)
Who is at risk
  • Actors losing narrative share to
Confirm signals
  • Continued pressure increase in next 1–2 windows
  • New actors entering narrative (spread ↑)
Invalidate signals
  • Pressure flattening or reversing
  • Acceleration dropping below 50
  • Coherence breakdown (shift type → market noise)
~ SNOW — Market Positioning
Monitor
Momentum: 49 (+23) · Stable
Thesis

SNOW narrative shows early acceleration with a lead score above threshold but has not yet crossed the surging threshold. A emerging shift pattern suggests this may break out in the near term.

Action

Monitor closely but do not act yet. Wait for pressure confirmation and momentum crossing 65. Set alerts on actor spread and pressure trend.

Time horizon

Near-term (2–5 days)

Confidence: High

lead score elevated with acceleration confirming

Who benefits
  • SNOW (primary)
  • TSLA (via propagation, ~46h lag)
  • TSM (via propagation, ~27h lag)
Who is at risk
  • None confirmed yet (early stage)
Confirm signals
  • Pressure trend stays elevated
  • Momentum score crosses 65
  • Actor spread increases by ≥2
Invalidate signals
  • Acceleration stalls (ea < 50)
  • Momentum delta reverses to negative
  • Narrative returns to prior contraction phase
Secondary opportunity:
Watch TSLA for follow-on narrative acceleration (historical lag ~46h)
Watch TSM for follow-on narrative acceleration (historical lag ~27h)
~ Adobe — Financial Performance
Monitor
Momentum: 62 (+27) · Building
Thesis

eco_2025-12-09_794 narrative shows early acceleration with a lead score above threshold but has not yet crossed the surging threshold. A evolving pattern suggests this may break out in the near term.

Action

Monitor closely but do not act yet. Wait for pressure confirmation and momentum crossing 65. Set alerts on actor spread and pressure trend.

Time horizon

Short-term (5–14 days)

Confidence: Very High

high lead score + multiple confirming components

Who benefits
  • (primary)
Who is at risk
  • None confirmed yet (early stage)
Confirm signals
  • Pressure trend stays elevated
  • Momentum score crosses 65
  • Actor spread increases by ≥2
Invalidate signals
  • Acceleration stalls (ea < 50)
  • Momentum delta reverses to negative
  • Narrative returns to prior contraction phase
~ Arm — Market Volatility
Monitor
Momentum: 61 (+23) · Building
Thesis

ARM narrative shows early acceleration with a lead score above threshold but has not yet crossed the surging threshold. A emerging shift pattern suggests this may break out in the near term.

Action

Monitor closely but do not act yet. Wait for pressure confirmation and momentum crossing 65. Set alerts on actor spread and pressure trend.

Time horizon

Near-term (2–5 days)

Confidence: Very High

high lead score + multiple confirming components

Who benefits
  • ARM (primary)
  • INTC (via propagation, ~71h lag)
  • GOOGL (via propagation, ~52h lag)
Who is at risk
  • None confirmed yet (early stage)
Confirm signals
  • Pressure trend stays elevated
  • Momentum score crosses 65
  • Actor spread increases by ≥2
Invalidate signals
  • Acceleration stalls (ea < 50)
  • Momentum delta reverses to negative
  • Narrative returns to prior contraction phase
Secondary opportunity:
Watch INTC for follow-on narrative acceleration (historical lag ~71h)
Watch GOOGL for follow-on narrative acceleration (historical lag ~52h)
↓ Oracle — Partnership Expansion
Defend / Exit
Momentum: 1 (-30) · Cooling
Thesis

ORCL narrative is breaking down with pressure and acceleration declining sharply (delta -30). Reinforcement is collapsing across multiple signals.

Action

Reduce exposure or deprioritize. Shift attention to stronger adjacent narratives. Watch for reframing signals before re-engaging.

Time horizon

Immediate (1–5 days)

Confidence: High

strong negative momentum + multiple declining components

Who benefits
  • Competitors capturing ORCL narrative share
  • TSLA (via propagation, ~71h lag)
  • PLTR (via propagation, ~64h lag)
Who is at risk
  • ORCL (primary)
  • Dependent ecosystem narratives if contagion spreads
Confirm signals
  • Continued negative momentum delta
  • Pressure decline next window
  • Actor participation shrinking
Invalidate signals
  • Sudden acceleration spike
  • Narrative reframing (new phase / shift type change)
  • New actor entry reversing spread decline
↓ Adobe — Earnings Discrepancy
Defend / Exit
Momentum: 25 (-26) · Cooling
Thesis

eco_2025-12-02_20 narrative is breaking down with momentum declining sharply (delta -26). Reinforcement is collapsing across multiple signals.

Action

Reduce exposure or deprioritize. Shift attention to stronger adjacent narratives. Watch for reframing signals before re-engaging.

Time horizon

Immediate (1–5 days)

Confidence: Low

mild negative delta, may stabilize

Who benefits
  • Competitors capturing narrative share
Who is at risk
  • (primary)
  • Dependent ecosystem narratives if contagion spreads
Confirm signals
  • Continued negative momentum delta
  • Pressure decline next window
  • Actor participation shrinking
Invalidate signals
  • Sudden acceleration spike
  • Narrative reframing (new phase / shift type change)
  • New actor entry reversing spread decline
↓ CoreWeave — Market Volatility
Defend / Exit
Momentum: 39 (-25) · Cooling
Thesis

CRWV narrative is breaking down with acceleration declining sharply (delta -25). Reinforcement is collapsing across multiple signals.

Action

Reduce exposure or deprioritize. Shift attention to stronger adjacent narratives. Watch for reframing signals before re-engaging.

Time horizon

Immediate (1–5 days)

Confidence: Medium

falling momentum, fewer components declining

Who benefits
  • Competitors capturing CRWV narrative share
  • INTC (via propagation, ~71h lag)
  • NVDA (via propagation, ~79h lag)
Who is at risk
  • CRWV (primary)
  • Dependent ecosystem narratives if contagion spreads
Confirm signals
  • Continued negative momentum delta
  • Pressure decline next window
  • Actor participation shrinking
Invalidate signals
  • Sudden acceleration spike
  • Narrative reframing (new phase / shift type change)
  • New actor entry reversing spread decline

3. Strategic Watchlist

Ranked by 0.5 × momentum + 0.3 × gravity + 0.2 × velocity. Top 3 actor and top 3 ecosystem narratives.

Pressure × Leadership Matrix
Pressure × Leadership matrix. Top-right = strategic priority. Bubble size = event count. Color = narrative role.

Top lineage: AI Infrastructure Demand Surge — momentum 70, gravity 0.356, 568 storm window(s), pressure high.

Actor Narratives to Watch
NarrativeTypePrimary actorsMomentumGravityVelocityStorm countLatest windowRetail amp.Market read
AI Chip Market DynamicsActorAAPL, AMD, AMZN, ANET, ANTHROPIC610.660accelerating8112026-05-31📢 2 (1%)Cross-actor narrative with spillover potential. Retail amplification detected.
Oracle AI Infrastructure DynamicsActorSNOW490.144tentative accelerating92026-05-31—Early-stage narrative expansion; watch for broader spread.
TSLA NarrativeActorTSLA490.458accelerating22026-03-24—Early-stage narrative expansion; watch for broader spread.
Ecosystem Narratives to Watch
NarrativeTypePrimary actorsMomentumGravityVelocityStorm countLatest windowRetail amp.Market read
AI Infrastructure Demand SurgeEcosystemAAPL, ALAB, AMD, AMZN, ANET700.356Needs More Evidence5682026-05-26—Mixed signals; narrative direction unclear.
Earnings Performance DynamicsEcosystemADBE, ANET, AVGO, INTC, NVDA620.185Needs More Evidence132025-12-09—Mixed signals; narrative direction unclear.
Sora Video Funding DynamicsEcosystemDELL, INTC580.235Needs More Evidence72026-02-24—Mixed signals; narrative direction unclear.
⚠ Transcript Alignment Flags
Management narratives sustaining confidence against weakening ecosystem signals:
  • NVDA — Sustained divergence (alignment gap +0.56)last transcript 2026-02-25
  • META — Sustained divergence (alignment gap +0.54)last transcript 2026-01-28
  • MSFT — Sustained divergence (alignment gap +0.52)last transcript 2026-01-29
  • AMD — Sustained divergence (alignment gap +0.41)last transcript 2025-11-04
Narrative inflection signals
Narrative around METAVelocity inflection detected  -0.60 → +15.00
NVIDIA — Market [NVDA]Velocity inflection detected  -0.35 → +3.00

4. Narrative Phase Map

Gravity × velocity for all lineages. Bubble size = total events. Blue = actor lineage, orange = ecosystem lineage. Dashed outline = low velocity confidence. Top 8 by score are labeled.

Narrative Phase Map
Top-right (high gravity, positive velocity) = Strategic Expansion. Top-left = Emerging Signals. Bottom-right = Cooling but Important. Bottom-left = Background.

5. Narrative Lineages

Persistent narrative threads tracked across storm windows, ranked by gravitational weight.

AI Chip Market Dynamics📢 Retail ×2 (1%)

  • Actors: AAPL, AMD, AMZN, ANET, ANTHROPIC, ARM, ASML, AVGO, CEG, CRM, CRWV, DDOG, ETH, GOOGL, INTC, MELI, META, MP, MRVL, MSFT, MU, NBIS, NVDA, OPENAI, ORCL, PLTR, SAMSNG, SKHX, SMCI, TSLA, TSM, TTD, VRT
  • Period: 2025-12-01 → 2026-05-31 (5 phases, 811 windows)
  • Total events: 17871
  • Duration: 181d
  • Max gravity: 0.6599
  • Max velocity: 19.0000

Market read: Mixed signals; narrative direction unclear. Retail amplification detected.

The narrative centers on the evolving landscape of AI chip production and partnerships, highlighting the competitive positioning of major players and the implications of technological advancements on market dynamics. As companies navigate supply chain challenges and strategic collaborations, the narrative reflects a shift from initial growth to a more complex interplay of partnerships and market pressures.

Retail amplification
  • 2 events
  • 1 source
  • Mean attach score 0.67
  • Shared actor support present
Phase 1: Emerging Capacity Constraintsemergence
late Jan – early Feb  ·  TSM, ARM
Initial discussions around semiconductor capacity and manufacturing capabilities set the stage for competitive dynamics.
Phase 2: Partnership Formationexpansion
mid Feb  ·  AMD, META
Strategic partnerships begin to form, particularly between AMD and META, indicating a shift towards collaboration in AI chip development.
Phase 3: Market Volatility and Competitioncontraction
early Mar  ·  NVDA, GOOGL, TSLA
Increased volatility in the market reflects competitive pressures and the impact of external factors on AI chip strategies.
Phase 4: Strategic Infrastructure Investmentsconsolidation
mid Mar  ·  INTC, TSM
Focus shifts to significant investments in AI infrastructure, indicating a long-term commitment to scaling capabilities amidst market uncertainties.

Note: The narrative reflects structural shifts in the AI chip market driven by partnerships and competitive pressures rather than isolated events.

TSLA Narrative

  • Actors: TSLA
  • Period: 2026-03-18 → 2026-03-24 (2 phases, 2 windows)
  • Total events: 108
  • Duration: 6d
  • Max gravity: 0.4578
  • Max velocity: 1.5000

Market read: Mixed signals; narrative direction unclear.

This narrative emerged in March and developed across 2 storm windows over 6 days, centered on driving, gets as it propagated through TSLA.

Phase 1: Driving Gets — TSLAstable
2026-03-18  ·  TSLA
driving, gets, dutch
1 windows57 eventsgravity 0.458entropy -0.00▲ expanding
Phase 2: Earnings Watch — TSLAstable
2026-03-24  ·  TSLA
earnings, watch, trump
1 windows51 eventsgravity 0.450entropy -0.00▲ expanding

Amazon Data Center Capacity Expansion

  • Actors: ANTHROPIC
  • Period: 2026-02-04 → 2026-06-01 (4 phases, 32 windows)
  • Total events: 1308
  • Duration: 117d
  • Max gravity: 0.3616
  • Max velocity: 4.0000

Market read: Mixed signals; narrative direction unclear.

Amazon is navigating a complex landscape of growth and competition in the data center sector, driven by increasing demand for AI capabilities and regional commerce rivalries. The narrative reflects both the challenges and opportunities as Amazon seeks to enhance its infrastructure and market position.

Phase 1: Revenue Growth Anticipationemergence
early March 2026  ·  AMZN
Initial projections indicate strong revenue potential linked to AI demand, setting the stage for expansion.
Phase 2: Infrastructure Expansion Initiativesexpansion
early March 2026  ·  AMZN
Amazon's strategic moves to expand its data center capacity reflect a commitment to scaling operations amid rising demand.
Phase 3: Competitive Landscape Challengescontraction
early March 2026  ·  AMZN
Intensifying competition in Latin America highlights the need for Amazon to adapt its strategies to maintain market leadership.

Note: The narrative emphasizes structural shifts in Amazon's approach to data center capacity amid external pressures.

AI Infrastructure Demand Surge

  • Actors: AAPL, ALAB, AMD, AMZN, ANET, ANTHROPIC, ARM, AVGO, BTC, CLS, CRM, CRWV, DDOG, DELL, ETH, GOOGL, INTC, MELI, META, MP, MRVL, MSFT, MU, NBIS, NVDA, OPENAI, ORCL, SAMSNG, SKHX, SMCI, SNDK, SNOW, TSLA, TSM, VRT, WDC
  • Period: 2025-11-18 → 2026-05-26 (4 phases, 568 windows)
  • Total events: 8432
  • Duration: 189d
  • Max gravity: 0.3557
  • Max velocity: 1.0000

Market read: Mixed signals; narrative direction unclear.

The narrative centers around a significant increase in demand for AI infrastructure and chips, driven by strategic partnerships and investments among key players. This surge reflects a broader trend of companies positioning themselves to capitalize on the growing need for advanced AI capabilities.

Phase 1: Emerging Demandemergence
late Jan – early Feb  ·  NBIS
Initial signs of increasing interest in AI infrastructure and chip capabilities emerge, particularly from Nebius Group.
Phase 2: Strategic Partnershipsexpansion
mid Feb  ·  META, NVDA, NBIS
Key partnerships form between META, NVDA, and NBIS, indicating a collaborative approach to meet rising infrastructure needs.
Phase 3: Investment Accelerationconsolidation
early Mar  ·  META, NVDA, NBIS
A wave of investments solidifies the commitment of major players to enhance AI infrastructure capabilities, reflecting confidence in sustained demand.

Note: The narrative illustrates a structural shift in the AI landscape, driven by collaborative efforts and significant investments rather than isolated events.

SKHX AI Chip Narrative

  • Actors: SKHX
  • Period: 2026-05-24 → 2026-05-26 (1 phase, 3 windows)
  • Total events: 39
  • Duration: 1d
  • Max gravity: 0.3061
  • Max velocity: 1.0000

Market read: Mixed signals; narrative direction unclear.

This narrative emerged in May and developed across 3 storm windows within a single day, centered on trillion, memory as it propagated through SKHX.

Phase 1: Trillion Memory — SKHXstable
2026-05-24 → 2026-05-26  ·  SKHX
trillion, memory, hynix
3 windows39 eventsgravity 0.303entropy -0.00▼ contracting

TSMC Narrative

  • Actors: TSM
  • Period: 2026-01-04 → 2026-01-14 (2 phases, 3 windows)
  • Total events: 33
  • Duration: 9d
  • Max gravity: 0.2710
  • Max velocity: 18.0000

Market read: Mixed signals; narrative direction unclear.

This narrative emerged in January and developed across 3 storm windows over 9 days, centered on tsmc, edge as it propagated through TSM.

Phase 1: Tsmc Edge — TSMfading
2026-01-04  ·  TSM
tsmc, edge, premarket
1 windows5 eventsgravity 0.248entropy -0.00● stable
Phase 2: Tsmc Earnings — TSMfading
2026-01-13 → 2026-01-14  ·  TSM
tsmc, earnings, chip
2 windows28 eventsgravity 0.260entropy -0.00● stable

Rapid Delivery Capacity Expansion

  • Actors: ANTHROPIC, INTC, MSFT, MU, PLTR
  • Period: 2026-02-17 → 2026-04-07 (4 phases, 17 windows)
  • Total events: 237
  • Duration: 49d
  • Max gravity: 0.2424
  • Max velocity: 0.0000

Market read: Mixed signals; narrative direction unclear.

This narrative reflects Amazon's strategic push to enhance its rapid delivery capabilities, focusing on the expansion of its infrastructure to support faster service. The repeated emphasis on product launches indicates a commitment to integrating new solutions that facilitate this goal.

Phase 1: Initial Capacity Expansionemergence
mid-Feb – late Feb  ·  AMZN
Amazon begins to lay the groundwork for enhanced delivery speed through infrastructure expansion.
Phase 2: Infrastructure Scalingexpansion
early Mar  ·  AMZN
The narrative shifts to a focus on scaling existing capabilities to meet growing demand for rapid delivery.
Phase 3: Service Optimizationconsolidation
mid-Mar  ·  AMZN
The emphasis transitions to optimizing delivery services through new product launches that enhance operational efficiency.

Note: This narrative is driven by structural changes in Amazon's delivery capabilities rather than isolated events.

Sora Video Funding Dynamics

  • Actors: DELL, INTC
  • Period: 2025-12-23 → 2026-02-24 (4 phases, 7 windows)
  • Total events: 104
  • Duration: 63d
  • Max gravity: 0.2348
  • Max velocity: 0.0000

Market read: Mixed signals; narrative direction unclear.

The narrative centers on the evolving funding landscape for OpenAI's Sora video project, reflecting increasing scrutiny and strategic partnerships with major tech players. This dynamic illustrates the interplay between innovation and financial backing in the competitive AI video sector.

Phase 1: Emerging Scrutinyemergence
early March 2026  ·  OPENAI
Initial concerns surface regarding the viability and implications of OpenAI's Sora video technology.
Phase 2: Funding Mobilizationexpansion
mid March 2026  ·  OPENAI, AMZN, NVDA
A series of funding rounds are initiated, indicating strong financial interest and support from major players.
Phase 3: Strategic Partnershipsconsolidation
late March 2026  ·  OPENAI, INTC
Collaborations with Intel and other stakeholders solidify the project's infrastructure and market positioning.

Note: The narrative reflects structural shifts in funding and partnerships rather than isolated events.

6. Narrative leadership

Actor roles derived from 2000 propagation chains across 8 actors. Roles reflect where actors typically appear in narrative diffusion flows.

Role assignments

ActorRoleCentralityChainsInterpretation
TSLAAmplifier0.24832000TSLA tends to expand narratives into broader discussions.
ZETAReceiver0.0155244ZETA typically appears downstream as narratives propagate through the ecosystem.
TSMAmplifier0.17622000TSM tends to expand narratives into broader discussions.
WDCReceiver0.0557488WDC typically appears downstream as narratives propagate through the ecosystem.
TTDAmplifier0.09851155TTD tends to expand narratives into broader discussions.
VSTReceiver0.08391006VST typically appears downstream as narratives propagate through the ecosystem.
SKHXLeader0.04292000SKHX frequently originates narrative flows across the ecosystem.
VRTReceiver0.08501009VRT typically appears downstream as narratives propagate through the ecosystem.

Role summary

LeadersSKHXOriginate narrative flows
AmplifiersTSLA, TSM, TTDExpand narratives mid-chain
BridgesNone detectedConnect different narrative streams
ReceiversVRT, VST, WDC, ZETAAppear downstream

Theme-level leadership

ThemeLeaderAmplifierBridgeReceiver
No theme-level leadership detected

7. Ecosystem view

Ecosystem field visualization
Ecosystem-level field view. Use this to discuss cross-actor context, not company-specific detail.

Top narratives by gravity

AI Infrastructure Demand Surge
Actors: AAPL, ALAB, AMD, AMZN, ANET, ANTHROPIC, ARM, AVGO, BTC, CLS, CRM, CRWV, DDOG, DELL, ETH, GOOGL, INTC, MELI, META, MP, MRVL, MSFT, MU, NBIS, NVDA, OPENAI, ORCL, SAMSNG, SKHX, SMCI, SNDK, SNOW, TSLA, TSM, VRT, WDCWindows: 568Events: 8432
Declining·Moderate·High confidence

Partnership, data center, snowflake across AAPL, ALAB, AMD, +33

What changed: Declining in 258 of the most recent windows. Attention is contracting.

Why it matters: Coordinated decline across 36 actors signals this theme is exiting the active ecosystem narrative set.

What to watch
  • Any new event signal around partnership that could restart momentum
  • Whether AAPL or ALAB breaks from the fading trend
  • Rotation from partnership toward data center
Rapid Delivery Capacity Expansion
Actors: ANTHROPIC, INTC, MSFT, MU, PLTRWindows: 17Events: 237
Declining·Moderate·High confidence

Supply chain, anthropic, bessent across ANTHROPIC, INTC, MSFT, +2

What changed: Fading across all 17 windows (2026-02-17 to 2026-04-07). No recovery signal.

Why it matters: Coordinated decline across 5 actors signals this theme is exiting the active ecosystem narrative set.

What to watch
  • Any new event signal around supply chain that could restart momentum
  • Whether ANTHROPIC or INTC breaks from the fading trend
  • Rotation from supply chain toward anthropic
Sora Video Funding Dynamics
Actors: DELL, INTCWindows: 7Events: 104
Declining·Moderate·Medium confidence

Dell, earnings across DELL, INTC

What changed: Fading across all 7 windows (2025-12-23 to 2026-02-24). No recovery signal.

Why it matters: High-gravity narrative losing traction — watch for rotation into adjacent themes.

What to watch
  • Any new event signal around dell that could restart momentum
  • Whether DELL or INTC breaks from the fading trend
  • Rotation from dell toward earnings
Earnings Momentum in Tech Sector
Actors: ANTHROPIC, INTC, OPENAI, PLTRWindows: 17Events: 307
Declining·Moderate·High confidence

Revenue growth, palantir, usda across ANTHROPIC, INTC, OPENAI, +1

What changed: Fading across all 17 windows (2026-03-17 to 2026-04-28). No recovery signal.

Why it matters: Coordinated decline across 4 actors signals this theme is exiting the active ecosystem narrative set.

What to watch
  • Any new event signal around revenue growth that could restart momentum
  • Whether ANTHROPIC or INTC breaks from the fading trend
  • Rotation from revenue growth toward palantir

Ecosystem Lineages

Top 4 cross-actor narrative lineages by gravity. Each lineage groups ecosystem storms sharing semantic and thematic continuity.

LineageActorsTop themesDomain phrasesStormsEventsMomentum
AI Infrastructure Demand SurgeAAPL, ALAB, AMD, AMZN, ANET, ANTHROPIC, ARM, AVGO, BTC, CLS, CRM, CRWV, DDOG, DELL, ETH, GOOGL, INTC, MELI, META, MP, MRVL, MSFT, MU, NBIS, NVDA, OPENAI, ORCL, SAMSNG, SKHX, SMCI, SNDK, SNOW, TSLA, TSM, VRT, WDCearnings, chip, billionai chip, partnership56884320
Cooling
Rapid Delivery Capacity ExpansionANTHROPIC, INTC, MSFT, MU, PLTRanthropic, military, pentagonsupply chain172370
Cooling
Sora Video Funding DynamicsDELL, INTCdell, earnings, technologies—71040
Cooling
Earnings Momentum in Tech SectorANTHROPIC, INTC, OPENAI, PLTRpalantir, earnings, beatrevenue growth, partnership173070
Cooling

Ecosystem Diagnostics

Total ecosystem storms:801
Cross-actor storms:401
Single-actor storms:400
Average actors per storm:1.9
Average actor entropy:0.61

Actor-Dominant Narratives

Single-actor storms visible in ecosystem field (belong in actor sections)

StormStateEventsActorMomentum
MRVL — Demand Surgefading212MRVL33
Super Micro — Demand Surgefading205SMCI17
CoreWeave — Partnership Expansionfading194CRWV0
Super Micro — Capital Deploymentfading108SMCI-21
Micron — Demand Surgefading107MU0

8. Actor Narrative Snapshots

Recommended: include 3–4 actors for a printed briefing, one block per actor, and keep the rest in an appendix.

INTC

INTC field visualization
INTC field view with storm regions and trajectories.
Rocketing stock narrative around Intel
volatile
Events: 26Peak ratio: 0.08Coherence: High (0.60)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Intel's stock is experiencing significant upward movement today.

Narrative Details
  • State: volatile
  • Event count: 26
  • Peak ratio: 0.08
  • Narrative momentum: 29 Cooling
  • Pressure level13
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -98
  • Coherence: High (0.60)
  • Pressure: Low (0.18)
  • Narrative importance: 0.13
  • Dominant themes: intel, stock, today
  • Domain phrases: N/A
  • Related actors: INTC
Narrative Evolution
Drift: 0.167 Gradual evolution (limited data)Shift type: Market noise shiftNarrative state: Stable
Low drift, momentum flat: narrative holding steady
Formation: Initial discussion centered on stock, stocks, 2026.
Expansion: The narrative broadened to include stock, wall, street.
Representative Evidence
  • Why Is Intel (INTC) Stock Rocketing Higher Today
  • TSMC Stock Can Keep Winning From AI, J.P. Morgan Says. It’s Not Good for Intel.
  • Sandisk Stock Soars 22%. Stellar Earnings Expected From Memory Suppliers.

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Intel — Partnership ExpansionvolatileAccelerating13High (0.60)
Intel — Capital DeploymentvolatileAccelerating18Moderate (0.40)
Intel — Capacity ConstraintsvolatileAccelerating96N/A

AMZN

AMZN field visualization
AMZN field view with storm regions and trajectories.
Downgrade narrative around Marvell stock
volatile
Events: 15Peak ratio: 0.03Coherence: High (0.80)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

Concerns about Amazon's chip transitions have led to a focus on Marvell's stock downgrades.

Narrative Details
  • State: volatile
  • Event count: 15
  • Peak ratio: 0.03
  • Narrative momentum: 29 Cooling
  • Pressure level13
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -2
  • Coherence: High (0.80)
  • Pressure: Low (0.19)
  • Narrative importance: 0.13
  • Dominant themes: marvell, stock, amazon
  • Domain phrases: data center
  • Related actors: AMZN
Narrative Evolution
Drift: 0.116 Gradual evolution (limited data)Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on marvell, stock, amazon.
Expansion: The narrative broadened to include stock, marvell, (mrvl).
Representative Evidence
  • Marvell (MRVL) Stock Downgraded as Concerns Grow Over Amazon Trainium Transitions
  • Trump Closes in on Fed Chair Pick. It’s a Boost for Cryptos and These Stocks.
  • Marvell Stock Falls on Microsoft, Amazon Fears. ‘Block Out the Noise.’
Community Perspective
  • Posts: 3
  • Alignment: Divergent
  • Subreddits: cloudcomputing
  • Key themes: aws, pricing, custom, chips
  • Divergent themes: aws, pricing, custom

Community discussion diverges from institutional framing, emphasizing aws, pricing, custom.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Earnings Signal  2026-02-05
Early reinforcedconfident tonegap +0.06

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Amazon — Capacity ConstraintsvolatileAccelerating58High (0.75)
Ai Chips narrative around AMZNvolatileStabilizing5High (0.75)
Home Depot narrative around AMZNvolatileAccelerating5High (0.75)

NVDA

NVDA field visualization
NVDA field view with storm regions and trajectories.
Earnings interest around NVIDIA
stable
Events: 94Peak ratio: 0.02Coherence: High (0.60)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

There is sustained attention on NVIDIA following its recent earnings report.

Narrative Details
  • State: stable
  • Event count: 94
  • Peak ratio: 0.02
  • Narrative momentum: 41 Stable
  • Pressure level19
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: -7
  • Coherence: High (0.60)
  • Pressure: Low (0.09)
  • Narrative importance: 0.19
  • Dominant themes: nvidia, earnings, after
  • Domain phrases: earnings report
  • Related actors: NVDA
Narrative Evolution
Drift: 0.080 Stable narrativeShift type: Narrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on nvidia, stock, investors.
Expansion: The narrative broadened to include nvidia, stock, falls.
Peak: Attention focused on nvidia, stock, suffers.
Decline: Discussion shifted toward stocks, invest, anthropic’s.
Decline: Discussion shifted toward stock, nvidia, isn’t.
Decline: Discussion shifted toward nvidia, stock, rises..
Decline: Discussion shifted toward nvidia, stock, earnings.
Decline: Discussion shifted toward nvidia, stock, stocks.
Decline: Discussion shifted toward 5-star, analyst, sets.
Representative Evidence
  • Should You Buy NVIDIA After Impressive Q1 2027 Earnings and Guidance?
  • Nvidia: I'm Loading Up Before Q1 Earnings
  • Jensen Huang has bold new market cap prediction for Nvidia
Community Perspective
  • Posts: 5
  • Alignment: Divergent
  • Subreddits: nvidia
  • Key themes: still, power, gpu, margins
  • Divergent themes: still, power, gpu

Community discussion diverges from institutional framing, emphasizing still, power, gpu.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Earnings Signal  2026-02-25
Sustained diverging (2+ periods)confident tonegap +0.56

Additional storms visible in this actor field

StormStateStatusEventsCoherence
NVIDIA — Capacity ConstraintsstableAccelerating74Moderate (0.40)
NVIDIA — Capital DeploymentstableAccelerating3High (0.75)
NVIDIA — Partnership ExpansionstableDeclining2237High (0.75)

GOOGL

GOOGL field visualization
GOOGL field view with storm regions and trajectories.
Google — Market Volatility
fading
Events: 5Peak ratio: 0.08Coherence: Moderate (0.50)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

The discussion around Google's partnership on AI chips with Marvell is losing momentum.

Narrative Details
  • State: fading
  • Event count: 5
  • Peak ratio: 0.08
  • Narrative momentum: 32 (-19) Cooling
  • Pressure level14
    Pressure trend50
    Actor spread50
    Event acceleration9
    Coherence trend56
  • Acceleration: 12
  • Coherence: Moderate (0.50)
  • Pressure: Low (0.29)
  • Narrative importance: 0.22
  • Dominant themes: google, chip, with
  • Domain phrases: ai chips, ai chip
  • Related actors: GOOGL
Narrative Evolution
Drift: 0.126 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on google, marvell, chip.
Expansion: The narrative broadened to include google, compute, cloud.
Representative Evidence
  • Anthropic introduces Claude Opus 4.7
  • Opus 4.7 has been spotted on Google Vertex
  • Opus 4.7 spotted on Google Vertex
Community Perspective
  • Posts: 3
  • Alignment: Divergent
  • Subreddits: machinelearning
  • Key themes: google, gemini, improvements, real
  • Divergent themes: gemini, improvements, real

Community discussion diverges from institutional framing, emphasizing gemini, improvements, real.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Google — Partnership ExpansionfadingDeclining248Moderate (0.50)
Buildout narrative around GOOGLfadingDeclining5High (0.75)
Google — Capital DeploymentfadingAccelerating54Moderate (0.50)

OPENAI

OPENAI field visualization
OPENAI field view with storm regions and trajectories.
Chatgpt narrative around OPENAI
volatile
Events: 46Peak ratio: 0.03Coherence: Moderate (0.40)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

Rapidly shifting chatgpt narrative with high semantic drift.

Narrative Details
  • State: volatile
  • Event count: 46
  • Peak ratio: 0.03
  • Narrative momentum: 42 Stable
  • Pressure level22
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 17
  • Coherence: Moderate (0.40)
  • Pressure: Building (0.45)
  • Narrative importance: 0.22
  • Dominant themes: chatgpt, longer, generate
  • Domain phrases: N/A
  • Related actors: OPENAI
Narrative Evolution
Drift: 0.284 Major narrative pivotShift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on plans, chatgpt, purpose.
Expansion: The narrative broadened to include openai, chatgpt, altman.
Peak: Attention focused on chatgpt, facing, frustrating.
Decline: Discussion shifted toward chatgpt, removed, branching.
Decline: Discussion shifted toward 'there, sympathetic, characters'.
Decline: Discussion shifted toward chatgpt, openai, roll.
Decline: Discussion shifted toward elon, openai, like.
Decline: Discussion shifted toward chatgpt, hate, companies.
Representative Evidence
  • GPT-5.5 Instant is starting to roll out in ChatGPT.
  • Update to the LLM Debate Benchmark: GPT-5.5, Grok 4.3, DeepSeek V4 Pro, GLM-5.1, Kimi K2.6, Qwen 3.6 Max Preview, Xiaomi
  • Musk's lawyer challenges Altman's credibility as OpenAI trial nears end

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Volatile narrative around OpenAI leader…volatileDeclining25Moderate (0.50)
Slack Ceo narrative around OPENAIvolatileAccelerating6High (0.75)
Data Center narrative around OPENAIvolatileAccelerating6High (0.75)

AAPL

AAPL field visualization
AAPL field view with storm regions and trajectories.
AAPL — Partnership Expansion
emerging
Events: 6Peak ratio: 0.03Coherence: Moderate (0.40)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

Apple is developing a standalone AI app to rival ChatGPT.

Narrative Details
  • State: emerging
  • Event count: 6
  • Peak ratio: 0.03
  • Narrative momentum: 25 (-12) Cooling
  • Pressure level12
    Pressure trend33
    Actor spread50
    Event acceleration9
    Coherence trend50
  • Acceleration: 2
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.27)
  • Narrative importance: 0.19
  • Dominant themes: apple, turns, look
  • Domain phrases: N/A
  • Related actors: AAPL
Narrative Evolution
Drift: 0.125 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on apple, siri, 'apple.
Expansion: The narrative broadened to include apple, apple's, turns.
Peak: Attention focused on gavin, newsom, hails.
Representative Evidence
  • Amazon Eyes Smartphone Comeback — 'Transformer' Project Reportedly Targets AI-Driven Future
  • Exclusive-Amazon plans smartphone comeback more than a decade after Fire Phone flop
  • Amazon plans new smartphone more than a decade after Fire Phone flop

Additional storms visible in this actor field

StormStateStatusEventsCoherence
AAPL — Capacity ConstraintsemergingAccelerating12Moderate (0.50)
Ubs Reiterates narrative around AAPLemergingAccelerating8Mixed (0.38)
AAPL — Capital DeploymentemergingAccelerating8N/A

MSFT

MSFT field visualization
MSFT field view with storm regions and trajectories.
Microsoft — Capacity Constraints
stable
Events: 8Peak ratio: 0.02Coherence: High (0.70)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

There's ongoing concern regarding declines in software stock values, including Microsoft.

Narrative Details
  • State: stable
  • Event count: 8
  • Peak ratio: 0.02
  • Narrative momentum: 58 (+21) Building
  • Pressure level10
    Pressure trend66
    Actor spread50
    Event acceleration100
    Coherence trend100
  • Acceleration: -8
  • Coherence: High (0.70)
  • Pressure: Low (0.09)
  • Narrative importance: 0.10
  • Dominant themes: stocks, software, market
  • Domain phrases: N/A
  • Related actors: MSFT
Narrative Evolution
Drift: 0.125 Gradual evolution (limited data)Shift type: Mixed shiftNarrative state: Emerging shift
High drift + rising momentum: narrative is pivoting and accelerating
Formation: Initial discussion centered on software, microsoft, stocks.
Expansion: The narrative broadened to include stocks, market, better.
Representative Evidence
  • Dow drops 215 points on losses for shares of Amazon.com Inc., Microsoft
  • Software Stocks Were Falling From Favor Even Before Tuesday's Selloff
  • Arista Networks (ANET) Is Down 13.1% After AI Data Center Hype Meets Pre-Earnings Reality - What's Changed
Community Perspective
  • Posts: 3
  • Alignment: Divergent
  • Subreddits: machinelearning
  • Key themes: microsoft, enterprise, power, copilot
  • Divergent themes: enterprise, power, adoption

Community discussion diverges from institutional framing, emphasizing enterprise, power, adoption.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Earnings Signal  2026-01-29
Sustained diverging (2+ periods)confident tonegap +0.52

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Msft Guidance narrative around MSFTstableAccelerating7High (0.75)
Microsoft — Capital DeploymentstableAccelerating8High (0.75)
Data Center narrative around MSFTstableAccelerating7High (0.75)

TSLA

TSLA field visualization
TSLA field view with storm regions and trajectories.
Tesla — Partnership Expansion
stable
Events: 574Peak ratio: 0.04Coherence: Moderate (0.50)Narrative role: Amplifier
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

There is ongoing attention on the earnings performance of Tesla and ServiceNow.

Narrative Details
  • State: stable
  • Event count: 574
  • Peak ratio: 0.04
  • Narrative momentum: 34 (-2) Cooling
  • Pressure level36
    Pressure trend34
    Actor spread50
    Event acceleration5
    Coherence trend72
  • Acceleration: 26
  • Coherence: Moderate (0.50)
  • Pressure: Building (0.52)
  • Narrative importance: 0.66
  • Dominant themes: tesla, earnings, servicenow
  • Domain phrases: N/A
  • Related actors: TSLA
Narrative Evolution
Drift: 0.070 Stable narrativeShift type: Narrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on tesla, tesla's, stocks.
Expansion: The narrative broadened to include tesla, stock, terafab.
Peak: Attention focused on tesla, stock, spacex.
Decline: Discussion shifted toward stock, tesla, deliveries.
Decline: Discussion shifted toward tesla, stock, tsla.
Decline: Discussion shifted toward tesla, stock, market.
Decline: Discussion shifted toward tesla, stock, earnings.
Decline: Discussion shifted toward tesla, stock, rises..
Representative Evidence
  • Elon Musk’s Tesla Obtains License to Supply Electricity in Britain
  • Tesla and Google Team Up to Lower Electricity Bills
  • Where Could Tesla Be in 3 Years? The Base Case.

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Tesla — Capacity ConstraintsstableAccelerating3High (0.60)
Driving narrative around Tesla's softwa…stableAccelerating57Moderate (0.40)
Tesla — Capital DeploymentstableAccelerating275Moderate (0.50)

AMD

AMD field visualization
AMD field view with storm regions and trajectories.
AMD — Market Volatility
growing
Events: 5Peak ratio: 0.04Coherence: Moderate (0.40)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

There's a growing discussion about AMD's position relative to Nvidia in the market.

Narrative Details
  • State: growing
  • Event count: 5
  • Peak ratio: 0.04
  • Narrative momentum: 32 (-22) Cooling
  • Pressure level13
    Pressure trend52
    Actor spread50
    Event acceleration17
    Coherence trend44
  • Acceleration: -17
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.24)
  • Narrative importance: 0.29
  • Dominant themes: where, nvidia, market
  • Domain phrases: N/A
  • Related actors: AMD
Narrative Evolution
Drift: 0.112 Gradual evolutionShift type: Mixed shiftNarrative state: Fading
Moderate drift + falling momentum: narrative evolving away from peak
Formation: Initial discussion centered on amd,, think, where.
Expansion: The narrative broadened to include intel, amd:, rally.
Peak: Attention focused on nvidia, cracked, code?.
Decline: Discussion shifted toward data, center, says.
Decline: Discussion shifted toward server, intel, gains.
Decline: Discussion shifted toward invest, billion, taiwan's.
Decline: Discussion shifted toward much, bigger, market.
Decline: Discussion shifted toward nvidia, advanced, just.
Representative Evidence
  • AMD Is Where Nvidia was 4 Years Ago — This Is Where It Begins To Catch Up
  • Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
  • AMD Is Becoming The AI Market's Most Obvious Second Winner
Community Perspective
  • Posts: 4
  • Alignment: Divergent
  • Subreddits: amd
  • Key themes: share, amd, still, server
  • Divergent themes: share, still, server

Community discussion diverges from institutional framing, emphasizing share, still, server.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Earnings Signal  2025-11-04
Sustained diverging (2+ periods)confident tonegap +0.41

Additional storms visible in this actor field

StormStateStatusEventsCoherence
AMD — Partnership ExpansiongrowingStabilizing16High (0.75)
Amd Guidance narrative around AMDgrowingAccelerating6High (0.75)
Data Center narrative around AMDgrowingAccelerating6High (0.75)

META

META field visualization
META field view with storm regions and trajectories.
Meta — Market Volatility
stable
Events: 12Peak ratio: 0.02Coherence: High (0.80)Narrative role: N/A
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

Meta is focused on investing in its workforce to support its AI ambitions.

Narrative Details
  • State: stable
  • Event count: 12
  • Peak ratio: 0.02
  • Narrative momentum: 31 (-6) Cooling
  • Pressure level14
    Pressure trend45
    Actor spread50
    Event acceleration3
    Coherence trend80
  • Acceleration: 34
  • Coherence: High (0.80)
  • Pressure: Building (0.44)
  • Narrative importance: 0.40
  • Dominant themes: meta, workforce, could
  • Domain phrases: data center
  • Related actors: META
Narrative Evolution
Drift: 0.101 Gradual evolutionShift type: Thematic shiftNarrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on meta, google, zuckerberg.
Expansion: The narrative broadened to include meta, data, platforms.
Peak: Attention focused on meta, says, platforms.
Decline: Discussion shifted toward meta, billion, could.
Decline: Discussion shifted toward meta, talent, today.
Decline: Discussion shifted toward meta, 8,000, platforms.
Decline: Discussion shifted toward meta, (meta), growth.
Decline: Discussion shifted toward launching, subscription, services.
Representative Evidence
  • Meta plans to cut about 8K jobs amid ramped-up AI spending
  • Mark Zuckerberg rolls out a bizarre new update for Meta users
  • JLens Urges Meta Shareholders to Vote FOR Proposal 8 at the Company’s Annual Meeting on May 27, 2026
Earnings Signal  2026-01-28
Sustained diverging (2+ periods)confident tonegap +0.54

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Meta — Partnership ExpansionstableAccelerating614Moderate (0.40)
Meta — Capacity ConstraintsstableAccelerating106High (0.75)
Confident narrative around META's produ…stableAccelerating8High (0.67)

ANTHROPIC

ANTHROPIC field visualization
ANTHROPIC field view with storm regions and trajectories.
ANTHROPIC — Capacity Constraints
stable
Events: 5Peak ratio: 0.01Coherence: Moderate (0.40)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Investors are closely monitoring the impact of software developments at Anthropic.

Narrative Details
  • State: stable
  • Event count: 5
  • Peak ratio: 0.01
  • Narrative momentum: 27 Cooling
  • Pressure level7
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: 0
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.09)
  • Narrative importance: 0.07
  • Dominant themes: software, stocks, anthropic
  • Domain phrases: N/A
  • Related actors: ANTHROPIC
Narrative Evolution
Drift: 0.303 Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Why Salesforce (CRM) Stock Is Down Today
  • Why one Anthropic update wiped billions off software stocks
  • The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know

Additional storms visible in this actor field

StormStateStatusEventsCoherence
ANTHROPIC — Partnership ExpansionstableAccelerating78N/A
Wall Street narrative around ANTHROPICstableAccelerating4N/A
Cloud narrative around ANTHROPICstableAccelerating4N/A

TSM

TSM field visualization
TSM field view with storm regions and trajectories.
TSMC — Market Volatility
fading
Events: 188Peak ratio: 0.05Coherence: High (0.60)Narrative role: Amplifier
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

Interest in TSMC's chip demand is declining.

Narrative Details
  • State: fading
  • Event count: 188
  • Peak ratio: 0.05
  • Narrative momentum: 33 (-10) Cooling
  • Pressure level25
    Pressure trend46
    Actor spread50
    Event acceleration19
    Coherence trend27
  • Acceleration: 1
  • Coherence: High (0.60)
  • Pressure: Low (0.01)
  • Narrative importance: 0.34
  • Dominant themes: chip, demand, tsmc
  • Domain phrases: ai chip, chip demand
  • Related actors: TSM
Narrative Evolution
Drift: 0.065 Stable narrativeShift type: Narrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on taiwan, semiconductor, stock.
Expansion: The narrative broadened to include taiwan, semiconductor, chip.
Peak: Attention focused on taiwan, semiconductor, stock.
Decline: Discussion shifted toward taiwan, stock, semiconductor.
Representative Evidence
  • TSMC Q1 2026 earnings: Record revenue on strong AI chip demand
  • Barclays Maintains Overweight on Taiwan Semiconductor, Raises Price Target to $470
  • Taiwan Semiconductor Sees Q2 Sales $39.000B-$40.200B vs $39.520B Est
Community Perspective
  • Posts: 4
  • Alignment: Divergent
  • Subreddits: semiconductors
  • Key themes: tsmc, supply, packaging, timeline
  • Divergent themes: supply, packaging, timeline

Community discussion diverges from institutional framing, emphasizing supply, packaging, timeline.

⚠ Community data is currently synthetic. Real Reddit ingestion coming soon.

Additional storms visible in this actor field

StormStateStatusEventsCoherence
TSMC — Capacity ConstraintsfadingAccelerating4High (0.60)
TSMC — Capital DeploymentfadingAccelerating5Moderate (0.50)
Investment involving TSMfadingAccelerating6High (0.75)

DELL

DELL field visualization
DELL field view with storm regions and trajectories.
Dell — Partnership Expansion
fading
Events: 4Peak ratio: 0.04Coherence: High (0.70)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

Attention on Dell Technologies and its CEO is decreasing.

Narrative Details
  • State: fading
  • Event count: 4
  • Peak ratio: 0.04
  • Narrative momentum: 31 (+2) Cooling
  • Pressure level6
    Pressure trend46
    Actor spread50
    Event acceleration20
    Coherence trend62
  • Acceleration: -2
  • Coherence: High (0.70)
  • Pressure: Low (0.00)
  • Narrative importance: 0.08
  • Dominant themes: dell, technologies, michael
  • Domain phrases: data center
  • Related actors: DELL
Narrative Evolution
Drift: 0.141 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on dell, nvidia, enterprise.
Expansion: The narrative broadened to include dell, technologies, super.
Representative Evidence
  • Dell CEO Michael Dell: I've been through eight DRAM cycles since I started the company
  • Data Center Capex Surges 57 Percent in 2025 as AI Deployments Accelerate, According to Dell'Oro Group
  • Dell Technologies Says As Of January 30, 2026, We Had Approximately 97,000 Employees; Continued To Take Measures To Redu

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Dell — Capacity ConstraintsfadingStabilizing102High (0.75)
Dell — Capital DeploymentfadingAccelerating247Moderate (0.40)
Dell — Market VolatilityfadingStabilizing5N/A

ORCL

ORCL field visualization
ORCL field view with storm regions and trajectories.
Oracle — Euv Technology Maturation
stable
Events: 168Peak ratio: 0.02Coherence: Moderate (0.40)Narrative role: N/A
StatusStabilizing·StrengthStrongPrev: Accelerating → Now: Stabilizing

Oracle is experiencing backlash over perceived missteps in its investment timing.

Narrative Details
  • State: stable
  • Event count: 168
  • Peak ratio: 0.02
  • Narrative momentum: 29 (-12) Cooling
  • Pressure level14
    Pressure trend16
    Actor spread50
    Event acceleration24
    Coherence trend100
  • Acceleration: -5
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.09)
  • Narrative importance: 0.20
  • Dominant themes: oracle, here, stocks
  • Domain phrases: N/A
  • Related actors: ORCL
Narrative Evolution
Drift: 0.089 Stable narrativeShift type: Narrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on oracle, earnings, stocks.
Expansion: The narrative broadened to include oracle, stock, stocks.
Peak: Attention focused on oracle,, micron,, breaking.
Representative Evidence
  • Oracle: I Mistimed The Top, Now I Am Buying The Bottom
  • Oracle Earnings Will Be A Tell On Debt-Fueled AI Trade; Global Yields At 16-Year High Ahead Of Fed Cut
  • Option Volatility and Earnings Report for December 8 - 12

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Oracle — Partnership ExpansionstableDeclining263Moderate (0.50)
Oracle — Market VolatilitystableDeclining12High (0.70)
Oracle — Investment In Advanced Capabil…stableAccelerating40High (0.60)

MRVL

MRVL field visualization
MRVL field view with storm regions and trajectories.
MRVL — Partnership Expansion
volatile
Events: 5Peak ratio: 0.03Coherence: Moderate (0.40)Narrative role: N/A
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

There is uncertain investor sentiment regarding Marvell and its comparison to Broadcom stock.

Narrative Details
  • State: volatile
  • Event count: 5
  • Peak ratio: 0.03
  • Narrative momentum: 57 (+19) Building
  • Pressure level24
    Pressure trend83
    Actor spread50
    Event acceleration100
    Coherence trend0
  • Acceleration: -48
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.19)
  • Narrative importance: 0.24
  • Dominant themes: stock, marvell, broadcom
  • Domain phrases: N/A
  • Related actors: MRVL
Narrative Evolution
Drift: 0.088 Stable narrativeShift type: Narrative state: Evolving
Moderate drift + rising momentum: gradual thematic shift building
Formation: Initial discussion centered on stock, marvell, which.
Expansion: The narrative broadened to include marvell, stock, technology.
Peak: Attention focused on marvell, stock, stocks.
Decline: Discussion shifted toward marvell, stock, stocks.
Decline: Discussion shifted toward marvell, stock, (mrvl).
Decline: Discussion shifted toward marvell, stock, poet.
Representative Evidence
  • 3 Reasons Why Marvell Stock is a Buy Now
  • Power Integrations, Entegris, and Penguin Solutions Shares Are Soaring, What You Need To Know
  • AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks

Additional storms visible in this actor field

StormStateStatusEventsCoherence
MRVL — Capital DeploymentvolatileAccelerating12Moderate (0.50)
MRVL — Market VolatilityvolatileDeclining64High (0.60)
MRVL — Capacity ConstraintsvolatileAccelerating176N/A

CRM

CRM field visualization
CRM field view with storm regions and trajectories.
Salesforce — Capital Deployment
stable
Events: 24Peak ratio: 0.25Coherence: High (0.70)Narrative role: N/A
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

Discussion centers on Salesforce's performance in CRM despite concerns about AI impact.

Narrative Details
  • State: stable
  • Event count: 24
  • Peak ratio: 0.25
  • Narrative momentum: 45 Stable
  • Pressure level32
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 96
  • Coherence: High (0.70)
  • Pressure: High (0.77)
  • Narrative importance: 0.32
  • Dominant themes: salesforce, results, expansion
  • Domain phrases: revenue growth
  • Related actors: CRM
Narrative Evolution
Drift: 0.146 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on salesforce, sales, (crm).
Expansion: The narrative broadened to include salesforce, marc, benioff.
Representative Evidence
  • Salesforce Q1 Results 'Uninspiring': 'Nothing To Dispel The AI Threat Narrative'
  • Salesforce (CRM) Dropped Nearly 20% Due to AI Disruption Concerns
  • CRM Q1 Deep Dive: AI-Led Product Adoption and Platform Expansion Drive Results

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Salesforce — Partnership ExpansionstableDeclining6Moderate (0.50)
Salesforce — Market VolatilitystableDeclining94Moderate (0.50)
Salesforce — Capacity ConstraintsstableAccelerating53Moderate (0.50)

ADBE

ADBE field visualization
ADBE field view with storm regions and trajectories.
Adobe — Market Volatility
stable
Events: 58Peak ratio: 0.05Coherence: High (0.60)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Declining → Now: Stabilizing

Sustained investment narrative involving ADBE.

Narrative Details
  • State: stable
  • Event count: 58
  • Peak ratio: 0.05
  • Narrative momentum: 27 Cooling
  • Pressure level8
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -11
  • Coherence: High (0.60)
  • Pressure: Low (0.09)
  • Narrative importance: 0.08
  • Dominant themes: adobe, stock, 2026
  • Domain phrases: N/A
  • Related actors: ADBE
Narrative Evolution
Drift: 0.241 Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
  • Adobe Systems (ADBE) Beats Stock Market Upswing: What Investors Need to Know
  • Adobe Analytics Praise And UK AI Sales Data Shape Investor Story

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Adobe — Capital DeploymentstableDeclining186High (0.60)
Adobe — Infrastructure ExpansionstableAccelerating25High (0.60)

ANET

ANET field visualization
ANET field view with storm regions and trajectories.
ANET — Market Volatility
growing
Events: 47Peak ratio: 0.06Coherence: High (0.75)Narrative role: N/A
StatusDeclining·StrengthModeratePrev: Accelerating → Now: Declining

Rapidly intensifying arista networks narrative across ANET.

Narrative Details
  • State: growing
  • Event count: 47
  • Peak ratio: 0.06
  • Narrative momentum: 39 Stable
  • Pressure level14
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 2
  • Coherence: High (0.75)
  • Pressure: Low (0.26)
  • Narrative importance: 0.14
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: ANET
Narrative Evolution
Drift: 0.437 Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • See How Institutions Boost Arista Networks
  • Arista Networks, Inc. (ANET): The Next Trillion-Dollar Breakout?
  • Arista Networks (ANET) Ascends While Market Falls: Some Facts to Note

Additional storms visible in this actor field

StormStateStatusEventsCoherence
ANET — Capacity ConstraintsgrowingStabilizing3N/A
ANET — Partnership ExpansiongrowingAccelerating37N/A
ANET — Capital DeploymentgrowingAccelerating94N/A

CRWV

CRWV field visualization
CRWV field view with storm regions and trajectories.
CoreWeave — Market Volatility
volatile
Events: 150Peak ratio: 0.03Coherence: High (0.60)Narrative role: N/A
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

There is ongoing instability and discussion regarding the recent surge in CoreWeave's stock.

Narrative Details
  • State: volatile
  • Event count: 150
  • Peak ratio: 0.03
  • Narrative momentum: 39 (-25) Cooling
  • Pressure level12
    Pressure trend60
    Actor spread50
    Event acceleration24
    Coherence trend75
  • Acceleration: 0
  • Coherence: High (0.60)
  • Pressure: Low (0.19)
  • Narrative importance: 0.18
  • Dominant themes: coreweave, stock, surge
  • Domain phrases: N/A
  • Related actors: CRWV
Narrative Evolution
Drift: 0.063 Stable narrative (limited data)Shift type: Narrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on stock, coreweave, coreweave,.
Expansion: The narrative broadened to include coreweave, stock, price.
Peak: Attention focused on cramer, spills, beans.
Representative Evidence
  • Why Did CoreWeave Stock Surge This Week?
  • Stock Market Today, April 13: CoreWeave Surges on Analyst Upgrade and AI Contract Momentum
  • Jane Street Just Bought $1 Billion of CoreWeave Stock. Should You?

Additional storms visible in this actor field

StormStateStatusEventsCoherence
CoreWeave — Market Engagement DeclinevolatileDeclining30High (0.60)
CoreWeave — Partnership ExpansionvolatileAccelerating16High (0.60)
CoreWeave — Capital DeploymentvolatileDeclining6High (0.67)

MU

MU field visualization
MU field view with storm regions and trajectories.
Micron — Market Volatility
fading
Events: 4Peak ratio: 0.04Coherence: Moderate (0.40)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Stabilizing → Now: Stabilizing

The discussion about MU's advancements in memory technology is losing momentum.

Narrative Details
  • State: fading
  • Event count: 4
  • Peak ratio: 0.04
  • Narrative momentum: 40 Stable
  • Pressure level14
    Pressure trend52
    Actor spread50
    Event acceleration52
    Coherence trend50
  • Acceleration: -1
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.00)
  • Narrative importance: 0.14
  • Dominant themes: memory, tech, stealth
  • Domain phrases: N/A
  • Related actors: MU
Narrative Evolution
Drift: 0.078 Stable narrativeShift type: Narrative state: Drifting
Moderate drift, momentum stable: slow background shift
Formation: Initial discussion centered on micron, winners, leads.
Expansion: The narrative broadened to include micron, memory, demand.
Peak: Attention focused on micron, memory, billion.
Decline: Discussion shifted toward micron, (mu), memory.
Decline: Discussion shifted toward micron, trillion, memory.
Decline: Discussion shifted toward micron, technology, memory.
Representative Evidence
  • Best Year So Far (+ Current Positions)
  • Micron: Wall Street Went Extremely Greedy, Again
  • Tech-led stealth rally pushes markets to record highs

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Micron — Partnership ExpansionfadingAccelerating511Moderate (0.50)
Micron — Capital DeploymentfadingStabilizing41Moderate (0.40)
Micron — Capacity ConstraintsfadingAccelerating79N/A

PLTR

PLTR field visualization
PLTR field view with storm regions and trajectories.
PLTR — Partnership Expansion
stable
Events: 3Peak ratio: 0.04Coherence: High (0.70)Narrative role: N/A
StatusStabilizing·StrengthStrongPrev: Accelerating → Now: Stabilizing

Palantir is receiving steady attention due to its earnings performance.

Narrative Details
  • State: stable
  • Event count: 3
  • Peak ratio: 0.04
  • Narrative momentum: 37 (+25) Stable
  • Pressure level25
    Pressure trend35
    Actor spread50
    Event acceleration63
    Coherence trend15
  • Acceleration: -32
  • Coherence: High (0.70)
  • Pressure: Low (0.09)
  • Narrative importance: 0.32
  • Dominant themes: palantir, stock, earnings
  • Domain phrases: N/A
  • Related actors: PLTR
Narrative Evolution
Drift: 0.076 Stable narrativeShift type: Narrative state: Evolving
Moderate drift + rising momentum: gradual thematic shift building
Formation: Initial discussion centered on palantir, stock, what.
Expansion: The narrative broadened to include palantir, stock, next.
Peak: Attention focused on stock, palantir, buy?.
Decline: Discussion shifted toward palantir, stock, technologies.
Decline: Discussion shifted toward palantir, stock, michael.
Decline: Discussion shifted toward stock, palantir, says.
Decline: Discussion shifted toward palantir, stock, nvidia.
Decline: Discussion shifted toward palantir, stock, earnings.
Decline: Discussion shifted toward palantir, earnings, stock.
Decline: Discussion shifted toward palantir, stock, palantir:.
Decline: Discussion shifted toward palantir, stock, buying.
Decline: Discussion shifted toward palantir, stock, better.
Decline: Discussion shifted toward prediction:, palantir's, stock.
Representative Evidence
  • Buy 5 AI-Powered Internet Software Laggards for Huge Short-Term Upside
  • Palantir: The Valuation Still Makes No Sense
  • Should Palantir Stock Be in Your Portfolio Before Q1 Earnings?
Earnings Signal  2026-02-02
Sustained reinforced (2+ periods)confident tonegap -0.04

Additional storms visible in this actor field

StormStateStatusEventsCoherence
PLTR — Market VolatilitystableStabilizing3High (0.80)
PLTR — Capacity ConstraintsstableAccelerating18High (0.75)
PLTR — Capital DeploymentstableAccelerating8High (0.70)

SMCI

SMCI field visualization
SMCI field view with storm regions and trajectories.
Super Micro — Partnership Expansion
stable
Events: 153Peak ratio: 0.10Coherence: Moderate (0.40)Narrative role: N/A
StatusStabilizing·StrengthStrongPrev: Stabilizing → Now: Stabilizing

There's ongoing discussion about the risks associated with Super Micro stock and its potential removal from the S&P 500.

Narrative Details
  • State: stable
  • Event count: 153
  • Peak ratio: 0.10
  • Narrative momentum: 30 Cooling
  • Pressure level10
    Pressure trend36
    Actor spread50
    Event acceleration33
    Coherence trend50
  • Acceleration: -9
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.08)
  • Narrative importance: 0.16
  • Dominant themes: super, micro, stock
  • Domain phrases: N/A
  • Related actors: SMCI
Narrative Evolution
Drift: 0.062 Stable narrativeShift type: Narrative state: Drifting
Moderate drift, momentum stable: slow background shift
Formation: Initial discussion centered on super, micro, stock.
Expansion: The narrative broadened to include super, micro, stock.
Peak: Attention focused on super, micro, smci.
Representative Evidence
  • Super Micro Risks S&P 500 Removal. Here’s the Stock to Replace It
  • Dow Falls Over 100 Points; FedEx Posts Upbeat Earnings
  • Stock Market Today: Futures Drop Ahead Of 'Triple Witching' Session As Iran Threatens 'Zero Restraint'— FedEx, Super Mic

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Super Micro — Capacity ConstraintsstableStabilizing253High (0.78)
Super Micro — Market VolatilitystableAccelerating163High (0.75)
Super Micro — Capital DeploymentstableStabilizing15Moderate (0.40)

NBIS

NBIS field visualization
NBIS field view with storm regions and trajectories.
Nebius — Partnership Expansion
fading
Events: 123Peak ratio: 0.11Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Declining → Now: Accelerating

Attention on Nebius's partnerships and valuation is decreasing.

Narrative Details
  • State: fading
  • Event count: 123
  • Peak ratio: 0.11
  • Narrative momentum: 39 Stable
  • Pressure level14
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 15
  • Coherence: High (0.75)
  • Pressure: Low (0.26)
  • Narrative importance: 0.14
  • Dominant themes: nebius, deals, with
  • Domain phrases: partnership, partnerships
  • Related actors: NBIS
Narrative Evolution
Drift: 0.136 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on nebius, nvidia, nebius:.
Expansion: The narrative broadened to include nebius, deals, investment.
Representative Evidence
  • How The Nebius Group (NBIS) Investment Story Is Shifting With New AI Deals And Valuation Adjustments
  • Nebius: Meta And Nvidia Deals Plus New Capital Close 2026 Funding Gap, Driving $140 Price Target
  • Zacks Investment Ideas feature highlights: NVIDIA, Tesla, Micron, Nebius and IREN

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Nebius — Capacity ConstraintsfadingStabilizing4High (0.75)
Nebius — Capital DeploymentfadingDeclining4High (0.71)
Nebius — Market VolatilityfadingAccelerating8N/A

VST

VST field visualization
VST field view with storm regions and trajectories.
VST — Partnerships Without Impact
fading
Events: 29Peak ratio: 0.18Coherence: High (0.60)Narrative role: Receiver
StatusStabilizing·StrengthStrongPrev: Stabilizing → Now: Stabilizing

Attention on Vistra Corp and its stock is declining.

Narrative Details
  • State: fading
  • Event count: 29
  • Peak ratio: 0.18
  • Narrative momentum: 40 Stable
  • Pressure level18
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: -7
  • Coherence: High (0.60)
  • Pressure: Low (0.00)
  • Narrative importance: 0.18
  • Dominant themes: vistra, stock, corp
  • Domain phrases: N/A
  • Related actors: VST
Narrative Evolution
Drift: 0.077 Stable narrative (limited data)Shift type: Narrative state: Drifting
Moderate drift, momentum stable: slow background shift
Formation: Initial discussion centered on vistra, vistra,, stock.
Expansion: The narrative broadened to include vistra, price, vistra,.
Representative Evidence
  • Stock Market Today: Nasdaq Futures Pare Losses, Dow Drops After Scaling Record Highs— CoreWeave, Vistra, Microchip Techn
  • This AI Data Center Power Stock is About to Break Out. Spot the Trade as It Unfolds With This Chart Signal.
  • Vistra Corp. (VST) Stock Drops Despite Market Gains: Important Facts to Note

Additional storms visible in this actor field

StormStateStatusEventsCoherence
VST — Narrative ContractionfadingStabilizing12High (0.62)
VST — Recovery MomentumfadingAccelerating4High (0.60)
VST — Perceived LeadershipfadingDeclining8High (0.60)

AVGO

AVGO field visualization
AVGO field view with storm regions and trajectories.
Broadcom — Euv Technology Maturation
stable
Events: 67Peak ratio: 0.05Coherence: High (0.70)Narrative role: N/A
StatusDeclining·StrengthStrongPrev: Accelerating → Now: Declining

Broadcom faces declining investor confidence due to Oracle's project delays affecting the tech sector.

Narrative Details
  • State: stable
  • Event count: 67
  • Peak ratio: 0.05
  • Narrative momentum: 41 Stable
  • Pressure level19
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 4
  • Coherence: High (0.70)
  • Pressure: Low (0.20)
  • Narrative importance: 0.19
  • Dominant themes: broadcom, lower, oracle
  • Domain phrases: data center
  • Related actors: AVGO
Narrative Evolution
Drift: 0.070 Stable narrative (limited data)Shift type: Narrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Formation: Initial discussion centered on broadcom, earnings, stocks.
Expansion: The narrative broadened to include broadcom, stock, stocks.
Representative Evidence
  • Shares of companies within the broader technology sector are trading lower amid weakness in Broadcom after it issued cau
  • Fed Meeting, Broadcom Earnings: What to Watch Next Week
  • CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Broadcom — Market VolatilitystableDeclining258Moderate (0.50)
Dow Jones narrative around AVGOstableAccelerating5High (0.75)
Broadcom — Investment In Advanced Capab…stableStabilizing6High (0.60)

MELI

MELI field visualization
MELI field view with storm regions and trajectories.
MELI — Capital Deployment
stable
Events: 53Peak ratio: 0.09Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Sustained mercadolibre meli narrative involving MELI.

Narrative Details
  • State: stable
  • Event count: 53
  • Peak ratio: 0.09
  • Narrative momentum: 28 Cooling
  • Pressure level12
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: 6
  • Coherence: High (0.75)
  • Pressure: Low (0.19)
  • Narrative importance: 0.11
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: MELI
Narrative Evolution
Drift: 0.227 Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Why a Fintech-Focused Fund Just Added $44 Million of MercadoLibre Stock
  • JPMorgan Cuts MercadoLibre (MELI) Price Target after Earnings, Sees Margin Pressure Ahead
  • A Look At MercadoLibre (MELI) Valuation As Contrarian Interest Rises And Analyst Concerns Persist

Additional storms visible in this actor field

StormStateStatusEventsCoherence
MELI — Capacity ConstraintsstableAccelerating18High (0.60)
MELI — Partnership ExpansionstableAccelerating12N/A
MELI — Market VolatilitystableAccelerating6N/A

ASML

ASML field visualization
ASML field view with storm regions and trajectories.
ASML — Capital Deployment
volatile
Events: 12Peak ratio: 0.03Coherence: High (0.80)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Investors are increasingly focused on ASML's stock amidst fluctuating sentiment.

Narrative Details
  • State: volatile
  • Event count: 12
  • Peak ratio: 0.03
  • Narrative momentum: 23 (-16) Cooling
  • Pressure level10
    Pressure trend31
    Actor spread50
    Event acceleration27
    Coherence trend0
  • Acceleration: 0
  • Coherence: High (0.80)
  • Pressure: Low (0.19)
  • Narrative importance: 0.14
  • Dominant themes: asml, stock, holding
  • Domain phrases: N/A
  • Related actors: ASML
Narrative Evolution
Drift: 0.045 Stable narrative (limited data)Shift type: Narrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on asml, holding, (asml).
Expansion: The narrative broadened to include asml, stock, share.
Representative Evidence
  • Tata Electronics and ASML partner on India's first semiconductor fab
  • ASML, Tata Electronics to advance semiconductor production in India
  • ASML Expands Globally, Joins Tata for India Semiconductor Hub

Additional storms visible in this actor field

StormStateStatusEventsCoherence
ASML — Market VolatilityvolatileDeclining28Moderate (0.44)
Texas narrative around ASMLvolatileAccelerating4N/A
ASML — Partnership ExpansionvolatileAccelerating6N/A

CEG

CEG field visualization
CEG field view with storm regions and trajectories.
CEG — Capital Deployment
stable
Events: 3Peak ratio: 0.08Coherence: High (0.62)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Declining → Now: Accelerating

Focus on the public offering by Constellation Energy.

Narrative Details
  • State: stable
  • Event count: 3
  • Peak ratio: 0.08
  • Narrative momentum: 27 Cooling
  • Pressure level7
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -4
  • Coherence: High (0.62)
  • Pressure: Low (0.08)
  • Narrative importance: 0.07
  • Dominant themes: constellation, energy, offering
  • Domain phrases: N/A
  • Related actors: CEG
Narrative Evolution
Drift: 0.162 Shift type: Market noise shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Constellation Energy Share Offering And Buyback Raise Valuation Questions
  • Constellation Energy Corporation Announces Secondary Public Offering of Common Stock
  • Constellation Energy Corporation Announces Pricing of Secondary Public Offering of Common Stock

Additional storms visible in this actor field

StormStateStatusEventsCoherence
CEG — Capacity ConstraintsstableAccelerating6N/A
CEG — Market VolatilitystableDeclining3N/A
CEG — Partnership ExpansionstableAccelerating7N/A

DDOG

DDOG field visualization
DDOG field view with storm regions and trajectories.
DDOG — Capital Deployment
emerging
Events: 3Peak ratio: 0.06Coherence: High (0.75)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Stabilizing → Now: Stabilizing

Developing disclosure narrative involving DDOG.

Narrative Details
  • State: emerging
  • Event count: 3
  • Peak ratio: 0.06
  • Narrative momentum: 39 Stable
  • Pressure level13
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: -8
  • Coherence: High (0.75)
  • Pressure: Low (0.23)
  • Narrative importance: 0.13
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: DDOG
Narrative Evolution
Drift: 0.176 Shift type: Thematic shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Datadog and Carahsoft Announce Datadog’s Achievement of FedRAMP® High Certification for Its Observability and Security P
  • Datadog, Inc. (DDOG) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
  • Datadog And Carahsoft Announce Datadog For Government Secures Federal Risk And Authorization Management Program High Cer

Additional storms visible in this actor field

StormStateStatusEventsCoherence
DDOG — Capacity ConstraintsemergingStabilizing50Moderate (0.40)
DDOG — Market VolatilityemergingStabilizing6Moderate (0.57)
DDOG — Partnership ExpansionemergingAccelerating12N/A

ARM

ARM field visualization
ARM field view with storm regions and trajectories.
Arm — Market Volatility
volatile
Events: 3Peak ratio: 0.08Coherence: High (0.60)Narrative role: N/A
StatusStabilizing·StrengthStrongPrev: Accelerating → Now: Stabilizing

ARM's stock is experiencing fluctuating responses to its earnings announcements.

Narrative Details
  • State: volatile
  • Event count: 3
  • Peak ratio: 0.08
  • Narrative momentum: 61 (+23) Building
  • Pressure level18
    Pressure trend86
    Actor spread50
    Event acceleration100
    Coherence trend50
  • Acceleration: -4
  • Coherence: High (0.60)
  • Pressure: Low (0.18)
  • Narrative importance: 0.18
  • Dominant themes: holdings, results, earnings
  • Domain phrases: N/A
  • Related actors: ARM
Narrative Evolution
Drift: 0.076 Stable narrativeShift type: Narrative state: Emerging shift
High drift + rising momentum: narrative is pivoting and accelerating
Formation: Initial discussion centered on stock, holdings, market.
Expansion: The narrative broadened to include stock, holdings, holdings,.
Peak: Attention focused on holdings, holdings,, stock.
Decline: Discussion shifted toward what's, going, stock.
Representative Evidence
  • Arm Holdings Stock Rises On Intel's Q1 Results Boost
  • Compared to Estimates, Arm Holdings (ARM) Q4 Earnings: A Look at Key Metrics
  • TSMC Exit And OpenAI Concerns Test Arm’s AI Valuation Story

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Arm — Capital DeploymentvolatileAccelerating15High (0.75)
Ai Chip narrative around ARMvolatileDeclining5High (0.75)
Arm — Capacity ConstraintsvolatileAccelerating47Mixed (0.33)

VRT

VRT field visualization
VRT field view with storm regions and trajectories.
VRT — Market Volatility
stable
Events: 6Peak ratio: 0.04Coherence: High (0.60)Narrative role: Receiver
StatusAccelerating·StrengthStrongPrev: Stabilizing → Now: Accelerating

Sustained data center narrative involving VRT.

Narrative Details
  • State: stable
  • Event count: 6
  • Peak ratio: 0.04
  • Narrative momentum: 41 Stable
  • Pressure level21
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 0
  • Coherence: High (0.60)
  • Pressure: Low (0.09)
  • Narrative importance: 0.21
  • Dominant themes: vertiv, holdings, estimate
  • Domain phrases: data center
  • Related actors: VRT
Narrative Evolution
Drift: 0.087 Stable narrativeShift type: Narrative state: Drifting
Moderate drift, momentum stable: slow background shift
Formation: Initial discussion centered on vertiv, holdings, raises.
Expansion: The narrative broadened to include vertiv, holdings, (vrt).
Peak: Attention focused on vertiv, holdings, (vrt).
Representative Evidence
  • Vertiv Hldgs Q1 Adj. EPS $1.17 Beats $1.00 Estimate, Sales $2.650B Beat $2.627B Estimate
  • AI Demand Drives 30% Vertiv Revenue Growth
  • Vertiv Holdings Co (VRT) Reports Strong First Quarter

Additional storms visible in this actor field

StormStateStatusEventsCoherence
VRT — Partnership ExpansionstableAccelerating38High (0.60)
VRT — Capital DeploymentstableStabilizing3High (0.60)
VRT — Earnings AnticipationstableStabilizing32Moderate (0.50)

ETH

ETH field visualization
ETH field view with storm regions and trajectories.
ETH — Price Sensitivity Recognition
volatile
Events: 8Peak ratio: 0.16Coherence: High (0.70)Narrative role: N/A
StatusDeclining·StrengthModeratePrev: Accelerating → Now: Declining

Recent events have created a volatile narrative regarding the price of ETH.

Narrative Details
  • State: volatile
  • Event count: 8
  • Peak ratio: 0.16
  • Narrative momentum: 39 Stable
  • Pressure level13
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 3
  • Coherence: High (0.70)
  • Pressure: Low (0.22)
  • Narrative importance: 0.13
  • Dominant themes: after, price, recent
  • Domain phrases: N/A
  • Related actors: ETH
Narrative Evolution
Drift: 0.369 Shift type: Mixed shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Is Oracle (ORCL) Still Attractive After Its Strong Multi Year Share Price Rally
  • Does Datadog (DDOG) Offer Value After Recent Share Price Weakness?
  • Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness

Additional storms visible in this actor field

StormStateStatusEventsCoherence
ETH — Volatility EmergencevolatileAccelerating10Moderate (0.45)
Elite Group narrative around ETHvolatileAccelerating4N/A
ETH — Capital DeploymentvolatileAccelerating3N/A

NFLX

NFLX field visualization
NFLX field view with storm regions and trajectories.
NFLX — Micron S Stability Surge
volatile
Events: 6Peak ratio: 0.09Coherence: Moderate (0.40)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

The narrative highlights the ongoing merger discussions and investment efforts between Netflix and Warner Bros.

Narrative Details
  • State: volatile
  • Event count: 6
  • Peak ratio: 0.09
  • Narrative momentum: 38 Stable
  • Pressure level11
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: -5
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.18)
  • Narrative importance: 0.11
  • Dominant themes: netflix, warner, bros
  • Domain phrases: acquisition
  • Related actors: NFLX
Narrative Evolution
Drift: 0.109 Gradual evolution (limited data)Shift type: Thematic shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Formation: Initial discussion centered on netflix, deal, warner.
Expansion: The narrative broadened to include warner, bros., netflix.
Representative Evidence
  • Why Warner Bros Rejected Paramount’s Latest Offer in Favor of Netflix
  • Netflix Is Five Days From Answering A $59 Billion Question
  • Paramount fires back at Warner Bros. bid, launching proxy fight for board seats at annual meeting

Additional storms visible in this actor field

StormStateStatusEventsCoherence
NFLX — Capital DeploymentvolatileAccelerating18Moderate (0.40)
NFLX — Market VolatilityvolatileAccelerating179High (0.60)
NFLX — Capital DeploymentvolatileStabilizing86Moderate (0.40)

SAMSNG

SAMSNG field visualization
SAMSNG field view with storm regions and trajectories.
SAMSNG — Partnership Expansion
emerging
Events: 33Peak ratio: 0.29Coherence: High (0.70)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

Samsung faces challenges related to micron chip supply and shortages.

Narrative Details
  • State: emerging
  • Event count: 33
  • Peak ratio: 0.29
  • Narrative momentum: 17 (-12) Cooling
  • Pressure level11
    Pressure trend44
    Actor spread50
    Event acceleration24
    Coherence trend10
    Noise penalty−10
  • Acceleration: -4
  • Coherence: High (0.70)
  • Pressure: Low (0.21)
  • Narrative importance: 0.12
  • Dominant themes: micron, samsung, trouble
  • Domain phrases: chip supply, chip shortage
  • Related actors: SAMSNG
Narrative Evolution
Drift: 0.211 Shift type: Market noise shiftNarrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
  • AI-Powered Chips Rally Rages On. Intel, Micron Stocks Pop.
  • Samsung Stock Tanks In Seoul As Workers Push Ahead With 18-Day Strike Plan—CEO Warns Against 'Complacency'

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Next Gen narrative around SAMSNGemergingDeclining7High (0.75)
SAMSNG — Partnership ExpansionemergingAccelerating10High (0.75)
SAMSNG — Market PositioningemergingAccelerating13Moderate (0.50)

TTD

TTD field visualization
TTD field view with storm regions and trajectories.
TTD — Partnership Expansion
stable
Events: 39Peak ratio: 0.05Coherence: High (0.80)Narrative role: Amplifier
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

There is a consistent discussion surrounding the stock performance of Trade Desk.

Narrative Details
  • State: stable
  • Event count: 39
  • Peak ratio: 0.05
  • Narrative momentum: 41 (-23) Cooling
  • Pressure level19
    Pressure trend53
    Actor spread50
    Event acceleration33
    Coherence trend80
  • Acceleration: 4
  • Coherence: High (0.80)
  • Pressure: Low (0.14)
  • Narrative importance: 0.23
  • Dominant themes: trade, desk, stock
  • Domain phrases: N/A
  • Related actors: TTD
Narrative Evolution
Drift: 0.070 Stable narrative (limited data)Shift type: Narrative state: Narrative breakdown
High drift + falling momentum: narrative losing coherence and traction
Formation: Initial discussion centered on trade, desk, (ttd).
Expansion: The narrative broadened to include trade, desk, (ttd).
Representative Evidence
  • Trade Desk Shares Climb Monday: What's Driving The Move?
  • Is Trade Desk Stock Underperforming the Dow?
  • Why Are Trade Desk Shares Falling Wednesday?

Additional storms visible in this actor field

StormStateStatusEventsCoherence
TTD — Market VolatilitystableStabilizing49Moderate (0.50)
TTD — Capacity ConstraintsstableStabilizing21N/A
TTD — Capital DeploymentstableAccelerating4N/A

WDC

WDC field visualization
WDC field view with storm regions and trajectories.
WDC — Market Positioning
fading
Events: 39Peak ratio: 0.32Coherence: High (0.60)Narrative role: Receiver
StatusDeclining·StrengthModeratePrev: Accelerating → Now: Declining

Attention on Western Digital as a key player is diminishing.

Narrative Details
  • State: fading
  • Event count: 39
  • Peak ratio: 0.32
  • Narrative momentum: 30 (-14) Cooling
  • Pressure level12
    Pressure trend44
    Actor spread50
    Event acceleration26
    Coherence trend25
  • Acceleration: 11
  • Coherence: High (0.60)
  • Pressure: Low (0.11)
  • Narrative importance: 0.14
  • Dominant themes: western, digital, cloud
  • Domain phrases: N/A
  • Related actors: WDC
Narrative Evolution
Drift: 0.178 Shift type: Mixed shiftNarrative state: Fading
Moderate drift + falling momentum: narrative evolving away from peak
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Western Digital (WDC) Dips More Than Broader Market: What You Should Know
  • Is Western Digital (WDC) Pricing In Too Much After A 349% One Year Surge?
  • Why Western Digital (WDC) Is Up 6.7% After AI Cloud Demand Strains High-Capacity HDD Supply – And What's Next

Additional storms visible in this actor field

StormStateStatusEventsCoherence
WDC — Market PositioningfadingAccelerating20High (0.75)
WDC — Technological FoundationfadingStabilizing4High (0.60)
WDC — Partnership ExpansionfadingStabilizing56High (0.67)

MP

MP field visualization
MP field view with storm regions and trajectories.
MP — Partnership Expansion
volatile
Events: 6Peak ratio: 0.27Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Declining → Now: Accelerating

Rapidly shifting capacity expansion narrative with high semantic drift.

Narrative Details
  • State: volatile
  • Event count: 6
  • Peak ratio: 0.27
  • Narrative momentum: 40 Stable
  • Pressure level15
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 8
  • Coherence: High (0.75)
  • Pressure: Low (0.32)
  • Narrative importance: 0.15
  • Dominant themes: N/A
  • Domain phrases: capacity expansion
  • Related actors: MP
Narrative Evolution
Drift: 0.188 Shift type: Thematic shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • MP Materials Corp. (MP) Presents at JPMorgan Industrials Conference 2026 Transcript
  • Energy Fuels' Rare Earth Strategy: A Potential Growth Driver?
  • MP Materials Corp (MP) Sees Winning Formula in Capacity Expansion and Recycling

Additional storms visible in this actor field

StormStateStatusEventsCoherence
MP — Market VolatilityvolatileDeclining20High (0.60)
MP — Capacity ConstraintsvolatileAccelerating30N/A
Geopolitical narrative around MPvolatileAccelerating3N/A

COHR

COHR field visualization
COHR field view with storm regions and trajectories.
COHR — Growing Interest In Palantir
volatile
Events: 12Peak ratio: 0.50Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Declining → Now: Accelerating

Rapidly shifting coherent corp narrative with high semantic drift.

Narrative Details
  • State: volatile
  • Event count: 12
  • Peak ratio: 0.50
  • Narrative momentum: 38 Stable
  • Pressure level10
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 0
  • Coherence: High (0.75)
  • Pressure: Low (0.14)
  • Narrative importance: 0.10
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: COHR
Narrative Evolution
Drift: 0.332 Shift type: Mixed shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Coherent's Next Wave: Co-Packaged Optics and Systems Optionality
  • Coherent forecasts upbeat revenue betting on AI momentum
  • Coherent Corp. Reports Third Quarter Fiscal 2026 Results

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Data Center narrative around COHRvolatileAccelerating5High (0.75)
Investment involving COHRvolatileStabilizing5High (0.75)
COHR — Deepening PartnershipsvolatileStabilizing3N/A

SKHX

SKHX field visualization
SKHX field view with storm regions and trajectories.
Ai Chip narrative around SKHX
volatile
Events: 6Peak ratio: 0.30Coherence: High (0.75)Narrative role: Leader
StatusAccelerating·StrengthStrongPrev: Stabilizing → Now: Accelerating

Rapidly shifting ai chip narrative with high semantic drift.

Narrative Details
  • State: volatile
  • Event count: 6
  • Peak ratio: 0.30
  • Narrative momentum: 44 Stable
  • Pressure level31
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 0
  • Coherence: High (0.75)
  • Pressure: Low (0.16)
  • Narrative importance: 0.31
  • Dominant themes: N/A
  • Domain phrases: ai chip
  • Related actors: SKHX
Narrative Evolution
Drift: 0.189 Shift type: Mixed shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Samsung Electronics ships faster HBM4E chip samples to customers; shares jump
  • After Micron, Nvidia-Supplier SK Hynix Joins $1 Trillion Club As AI Chip Frenzy Reaches New Heights— Analyst Says Memory
  • SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Trillion valuation narrative around Hyn…volatileAccelerating13High (0.70)
SKHX — Partnership ExpansionvolatileDeclining3High (0.60)
Memory chip boom narrative around trill…volatileStabilizing20Moderate (0.50)

BTC

BTC field visualization
BTC field view with storm regions and trajectories.
BTC — Legal Challenge Impact
fading
Events: 6Peak ratio: 0.62Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthWeakPrev: Accelerating → Now: Accelerating

Previously dominant expansion narrative now declining.

Narrative Details
  • State: fading
  • Event count: 6
  • Peak ratio: 0.62
  • Narrative momentum: 27 Cooling
  • Pressure level6
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -3
  • Coherence: High (0.75)
  • Pressure: Low (0.00)
  • Narrative importance: 0.06
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: BTC
Narrative Evolution
Drift: 0.216 Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • IREN’s Nostrum Deal Expands European Power Pipeline And AI Ambitions
  • IREN Shares Jump as Nvidia Deal Sharpens Bitcoin Miner’s AI Pivot
  • IREN Shares Jump as Nvidia Deal Sharpens Bitcoin Miner’s AI Pivot

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Partnership involving BTCfadingAccelerating5High (0.75)
BTC — Narrative SaturationfadingAccelerating10High (0.60)
BTC — Partnerships Failing To RevivefadingDeclining14Mixed (0.38)

CLS

CLS field visualization
CLS field view with storm regions and trajectories.
CLS — Investment In Infrastructure
emerging
Events: 48Peak ratio: 0.19Coherence: High (0.60)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Stabilizing → Now: Accelerating

Analysts are raising the price targets for Celestica's stock.

Narrative Details
  • State: emerging
  • Event count: 48
  • Peak ratio: 0.19
  • Narrative momentum: 39 Stable
  • Pressure level13
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 2
  • Coherence: High (0.60)
  • Pressure: Low (0.25)
  • Narrative importance: 0.13
  • Dominant themes: celestica, raises, price
  • Domain phrases: N/A
  • Related actors: CLS
Narrative Evolution
Drift: 0.229 Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • CLS files 8-K
  • CLS files 10-Q
  • CLS files 8-K

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Celestica narrative around CLSemergingDeclining6High (0.60)
Celestica narrative around CLSemergingAccelerating4N/A
Celestica Inc narrative around CLSemergingAccelerating3N/A

SNOW

SNOW field visualization
SNOW field view with storm regions and trajectories.
SNOW — Market Positioning
fading
Events: 25Peak ratio: 0.05Coherence: Moderate (0.40)Narrative role: N/A
StatusDeclining·StrengthModeratePrev: Declining → Now: Declining

Discussion about Snowflake's price targets and updates is losing traction.

Narrative Details
  • State: fading
  • Event count: 25
  • Peak ratio: 0.05
  • Narrative momentum: 49 (+23) Stable
  • Pressure level14
    Pressure trend99
    Actor spread50
    Event acceleration100
    Coherence trend0
    Noise penalty−10
  • Acceleration: -2
  • Coherence: Moderate (0.40)
  • Pressure: Low (0.00)
  • Narrative importance: 0.14
  • Dominant themes: maintains, snowflake, raises
  • Domain phrases: N/A
  • Related actors: SNOW
Narrative Evolution
Drift: 0.291 Shift type: Market noise shiftNarrative state: Emerging shift
High drift + rising momentum: narrative is pivoting and accelerating
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Stifel Maintains Buy on Snowflake, Raises Price Target to $300
  • Bernstein Maintains Market Perform on Snowflake, Raises Price Target to $250
  • Why Snowflake Stock Is Soaring 38% After Earnings

Additional storms visible in this actor field

StormStateStatusEventsCoherence
SNOW — Partnership ExpansionfadingDeclining34High (0.80)
Revenue Growth narrative around SNOWfadingAccelerating6High (0.75)
Snowflake narrative around SNOWfadingAccelerating3N/A

ALAB

ALAB field visualization
ALAB field view with storm regions and trajectories.
Astera Labs narrative around ALAB
fading
Events: 6Peak ratio: 0.21Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Previously dominant astera labs narrative now declining.

Narrative Details
  • State: fading
  • Event count: 6
  • Peak ratio: 0.21
  • Narrative momentum: 38 Stable
  • Pressure level9
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 10
  • Coherence: High (0.75)
  • Pressure: Low (0.11)
  • Narrative importance: 0.09
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: ALAB
Narrative Evolution
Drift: 0.569 Shift type: Thematic shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • ALAB files 8-K
  • Astera Labs Q4 Adj. EPS $0.58 Beats $0.51 Estimate, Sales $270.583M Beat $249.468M Estimate
  • Astera Labs Sees Q1 Adj EPS $0.53-$0.54 vs $0.52 Est; Sees Sales $286.000M-$297.000M vs $259.302M Est

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Astera Labs narrative around ALABfadingStabilizing5High (0.75)
Astera Labs narrative around ALABfadingAccelerating5High (0.75)
Fading narrative around Astera Labs ear…fadingDeclining14High (0.70)

SNDK

SNDK field visualization
SNDK field view with storm regions and trajectories.
SNDK — Partnership Emergence
stable
Events: 184Peak ratio: 0.06Coherence: High (0.70)Narrative role: N/A
StatusAccelerating·StrengthStrongPrev: Accelerating → Now: Accelerating

There is ongoing scrutiny of SanDisk due to supply chain challenges linked to Samsung.

Narrative Details
  • State: stable
  • Event count: 184
  • Peak ratio: 0.06
  • Narrative momentum: 41 Stable
  • Pressure level19
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: -40
  • Coherence: High (0.70)
  • Pressure: Low (0.08)
  • Narrative importance: 0.19
  • Dominant themes: sandisk, sndk, samsung
  • Domain phrases: N/A
  • Related actors: SNDK
Narrative Evolution
Drift: 0.061 Stable narrativeShift type: Narrative state: Stable
Low drift, momentum flat: narrative holding steady
Formation: Initial discussion centered on sandisk, western, results.
Expansion: The narrative broadened to include sandisk, cramer, makes.
Peak: Attention focused on sandisk, micron, surge.
Decline: Discussion shifted toward sandisk, sandisk:, micron.
Decline: Discussion shifted toward sandisk, memory, barclays.
Representative Evidence
  • These 3 AI Stocks Under $50 Are Repurchasing Shares
  • Sandisk Q3 Earnings Call Highlights
  • Sandisk Earnings Were Excellent. Why This Analyst Says the Stock Could Double.

Additional storms visible in this actor field

StormStateStatusEventsCoherence
SNDK — Geopolitical Influence Recogniti…stableAccelerating66High (0.80)
SNDK — Consolidation Of Price StabilitystableStabilizing72Moderate (0.40)
SNDK — Disruption RecognitionstableAccelerating100High (0.75)

ZETA

ZETA field visualization
ZETA field view with storm regions and trajectories.
Zeta Global narrative around ZETA
stable
Events: 7Peak ratio: 0.57Coherence: High (0.75)Narrative role: Receiver
StatusAccelerating·StrengthModeratePrev: Accelerating → Now: Accelerating

Sustained zeta global narrative involving ZETA.

Narrative Details
  • State: stable
  • Event count: 7
  • Peak ratio: 0.57
  • Narrative momentum: 28 Cooling
  • Pressure level9
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -6
  • Coherence: High (0.75)
  • Pressure: Low (0.03)
  • Narrative importance: 0.09
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: ZETA
Narrative Evolution
Drift: 0.145 Shift type: Market noise shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • DA Davidson Maintains Buy on Zeta Global Holdings, Raises Price Target to $30
  • Zeta Global Holdings Corp. 2025 Q4 - Results - Earnings Call Presentation
  • Zeta Global Holdings Corp. (ZETA) Q4 2025 Earnings Call Transcript

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Zeta Global narrative around ZETAstableAccelerating7High (0.75)
ZETA — Price ConcernsstableAccelerating14High (0.75)
Zeta Global narrative around ZETAstableAccelerating5High (0.75)

SOFI

SOFI field visualization
SOFI field view with storm regions and trajectories.
Investment involving SOFI
fading
Events: 6Peak ratio: 0.50Coherence: High (0.75)Narrative role: N/A
StatusDeclining·StrengthWeakPrev: Accelerating → Now: Declining

Previously dominant investment narrative now declining.

Narrative Details
  • State: fading
  • Event count: 6
  • Peak ratio: 0.50
  • Narrative momentum: 27 Cooling
  • Pressure level6
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: -3
  • Coherence: High (0.75)
  • Pressure: Low (0.00)
  • Narrative importance: 0.06
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: SOFI
Narrative Evolution
Drift: 0.154 Shift type: Market noise shiftNarrative state: Drifting
Moderate drift, momentum stable: slow background shift
Insufficient data for narrative evolution analysis.
Representative Evidence
  • SoFi Stock Could Jump 26% as Market Overreacts to One Soft Segment
  • SOFI Technologies to Report Q1 Earnings: Here's What to Expect
  • SoFi Technologies Just Delivered Record Growth. Why Did Investors Want More?

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Robinhood Sofi narrative around SOFIfadingAccelerating5High (0.75)
Revenue Growth narrative around SOFIfadingAccelerating3N/A
Sofi narrative around SOFIfadingAccelerating3N/A

USAR

USAR field visualization
USAR field view with storm regions and trajectories.
Expansion involving USAR
stable
Events: 5Peak ratio: 0.60Coherence: High (0.75)Narrative role: N/A
StatusStabilizing·StrengthModeratePrev: Accelerating → Now: Stabilizing

Sustained expansion narrative involving USAR.

Narrative Details
  • State: stable
  • Event count: 5
  • Peak ratio: 0.60
  • Narrative momentum: 27 Cooling
  • Pressure level7
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
    Noise penalty−10
  • Acceleration: 0
  • Coherence: High (0.75)
  • Pressure: Low (0.03)
  • Narrative importance: 0.07
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: USAR
Narrative Evolution
Drift: 0.238 Shift type: Market noise shiftNarrative state: Turbulent
High drift, momentum flat: narrative in flux, direction unclear
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Salesforce Wins US$5.6b Army Deal As Government Role Expands
  • Is Salesforce’s (CRM) Army AI Deal Quietly Redefining Its Government Strategy?
  • Salesforce Army Megadeal Tests AI Vision And Leadership Stability

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Usa Rare narrative around USARstableAccelerating3N/A
Rare Earth narrative around USARstableAccelerating3N/A
Partnership involving USARstableAccelerating3N/A

ODC

ODC field visualization
ODC field view with storm regions and trajectories.
Oil Dri narrative around ODC
stable
Events: 5Peak ratio: 1.00Coherence: High (0.75)Narrative role: N/A
StatusAccelerating·StrengthWeakPrev: Accelerating → Now: Accelerating

Sustained oil dri narrative involving ODC.

Narrative Details
  • State: stable
  • Event count: 5
  • Peak ratio: 1.00
  • Narrative momentum: 37 Stable
  • Pressure level6
    Pressure trend50
    Actor spread50
    Event acceleration50
    Coherence trend50
  • Acceleration: 0
  • Coherence: High (0.75)
  • Pressure: Low (0.00)
  • Narrative importance: 0.06
  • Dominant themes: N/A
  • Domain phrases: N/A
  • Related actors: ODC
Narrative Evolution
Drift: 0.000 Shift type: Narrative state: Stable
Low drift, momentum flat: narrative holding steady
Insufficient data for narrative evolution analysis.
Representative Evidence
  • Oil-Dri Announces Highest Second Quarter Revenues on Record
  • Oil-Dri’s Board of Directors Declares Quarterly Dividends
  • Oil-Dri Corp of America Q2 EPS $0.87 Down From $0.89 YoY, Sales $117.737M Up From $116.914M YoY

Additional storms visible in this actor field

StormStateStatusEventsCoherence
Investment narrative around Oil-Dri CorpstableAccelerating8High (0.62)
Oil Dri narrative around ODCstableDeclining3N/A

9. Convergence and propagation

Convergence candidates

PairScoreShared themeInterpretation
A ↔ B0.65mixedPotential convergence

Propagation / narrative pathways

PathwayLagTheme corridorComment
SKHX → TSLA → TSM → TTD → VRT4 hopsmixedScore: 1.22
SKHX → TSLA → TSM → VRT → WDC4 hopsmixedScore: 1.19
SKHX → TSLA → TSM → VRT → VST4 hopsmixedScore: 1.19
Interpretation: Use this section cautiously. Treat propagation as narrative flow, not causality.

10. Narrative Lead–Lag Map

Which actors consistently trigger narratives that others follow. Computed from propagation edge timing at event level.

Actor Lead–Lag Pairs

Pairs with ≥5 edges and positive lag only. Average lag = how many hours earlier the source actor's narrative appeared.

Source → TargetEdgesAvg lagMedian lagLanes
AMZN → INTC29866.8h64.5hdefault → default
GOOGL → INTC27064.7h58.2hdefault → default
AMZN → GOOGL23249.6h36.4hdefault → default
INTC → NVDA22763.1h56.6hmarket → default
INTC → TSLA21766.8h49.5hdefault → market
GOOGL → NVDA19467.1h65.4hdefault → default
AMZN → TSLA18080.2h83.9hdefault → default
INTC → OPENAI17283.4h85.4hdefault → default
INTC → MU17060.2h42.2hmarket → market
AMZN → NVDA16968.9h66.7hdefault → default
AMZN → MSFT16260.0h49.2hdefault → default
NVDA → OPENAI16073.3h69.2hdefault → default

Lane Transitions

How narratives flow between content lanes across propagation edges.

TransitionCountAvg lagTop actors
default → default475364.2hAMZN→GOOGL, AMZN→INTC, AAPL→AMZN
default → market376163.9hGOOGL→INTC, AMZN→INTC, AMZN→TSM
market → default349271.1hINTC→OPENAI, INTC→MSFT, AMZN→GOOGL
market → market314569.5hAMZN→INTC, GOOGL→INTC, INTC→MU
default → tech166063.8hAMZN→INTC, AMZN→MU, GOOGL→INTC
default → corporate159461.2hAMZN→GOOGL, AMZN→INTC, GOOGL→INTC
corporate → default124864.6hAMZN→GOOGL, AMD→AMZN, AMZN→INTC
tech → default119766.0hNVDA→OPENAI, AMD→GOOGL, INTC→OPENAI
market → tech113771.3hINTC→NVDA, GOOGL→NVDA, MSFT→NVDA
market → corporate106567.8hINTC→META, AMZN→GOOGL, INTC→MU

Narrative Flow Summary

  • AMZN leads INTC narratives by avg 66.8h (298 edges, default→default)
  • GOOGL leads INTC narratives by avg 64.7h (270 edges, default→default)
  • AMZN leads GOOGL narratives by avg 49.6h (232 edges, default→default)
  • INTC leads NVDA narratives by avg 63.1h (227 edges, market→default)
  • INTC leads TSLA narratives by avg 66.8h (217 edges, default→market)
Top lane transition: Default narratives lead Default narratives by avg 64.2h (4753 edges)

10. Methodology & Analytical Framework

Pipeline

  1. Event ingestion & normalization — Events collected from multiple sources and standardized into a common schema.
  2. Semantic embedding — Events embedded in vector space for similarity analysis.
  3. Storm formation — Time-aware clustering groups semantically related events into short-lived "storms."
  4. Lane classification — Events assigned to thematic lanes (tech, market, policy, corporate).
  5. Narrative lineage formation — Related storms across time are grouped into persistent narrative threads.
  6. Macro-phase detection — Lineages are segmented into phases when themes or actor participation shifts.
  7. Ecosystem lineage detection — Cross-actor storms are grouped to reveal multi-company narratives across the tech ecosystem.
  8. Narrative propagation analysis — Event-level edges reveal how narratives spread between actors.
  9. Lead–lag estimation — Average timing differences identify which actors tend to lead or follow narrative shifts.
  10. Retail & community signal overlay — Retail and community discussions are attached to institutional narratives when similarity and actor overlap thresholds are met.

What to be careful about

  • Propagation is not causality — Propagation paths show narrative diffusion patterns across actors but do not imply that one company's actions caused another narrative to emerge.
  • Storm boundaries are approximate — Storm clustering is time- and similarity-based. Closely related discussions may occasionally split across storms during high-volume periods.
  • Ecosystem aggregation may blur distinct stories — Cross-actor storms and ecosystem lineages can merge related but distinct narratives when actor overlap is high.
  • Low-coherence storms often reflect mixed coverage — Some storms contain a blend of technical, market, and commentary articles. These should be interpreted as noisy narrative clusters rather than clean themes.
  • Lane classification is directional, not definitive — Keyword-based lane assignment (tech, market, policy, corporate) improves structural analysis but may under-classify nuanced topics.
  • Long lineages may represent narrative cycles — Large lineages can include multiple thematic phases within a broader macro narrative rather than a single uninterrupted storyline.
  • Retail/community overlays are signal-seeking — Retail or community discussions are attached using similarity thresholds and actor overlap; these should be interpreted as amplification signals rather than independent validation.
  • Human review remains important — Narrative labels and interpretations improve with iteration but should still be treated as analytical summaries rather than authoritative classifications.

Appendix: Storm Index

All detected storms grouped by narrative lineage. Storms not belonging to a lineage appear under Unassigned.

PhaseActorsEventsState
AI Chip Market DynamicsActors: AAPL, AMD, AMZN, ANET, ANTHROPIC, ARM, ASML, AVGO4 phases
Capacity Constraints ↓NVDA · DDOG · TSLA · CEG · AMZN · SMCI · NBIS · ARM · INTC · ANET · AMD · META · MSFT · ORCL1142stable
Partnership Expansion ↓ARM · META · PLTR · TSLA · CRM · MP · SMCI · SAMSNG · MSFT · CEG · GOOGL · ANET · SKHX · AAPL6098stable
Market VolatilityMP · TSM · TTD · AVGO · SAMSNG · CRWV · AMD · META · ASML · TSLA · MRVL · VRT · CRM · MELI1175stable
Capital DeploymentMRVL · ASML · TSM · CRWV · TTD · META · OPENAI · CRM · TSLA · MU · SMCI · VRT · NBIS · ORCL982stable
TSLA NarrativeActors: TSLA2 phases
Driving narrative around Tesla's software approvalTSLA57Moderate (0.40)
Earnings narrative around TeslaTSLA51Moderate (0.40)
AI Infrastructure Demand SurgeActors: AAPL, ALAB, AMD, AMZN, ANET, ANTHROPIC, ARM, AVGO3 phases
Demand Surge ↑MU · INTC · MP · META · SMCI · AMZN · NVDA · AVGO · ANET · NBIS · OPENAI · AAPL · CRWV · MRVL1147fading
Partnership ExpansionCLS · SNDK · ALAB41fading
Capital DeploymentCLS · SNDK · WDC · SNOW · SKHX · ALAB132fading
SKHX AI Chip NarrativeActors: SKHX3 phases
Trillion valuation narrative around HynixSKHX13High (0.70)
Memory chip boom narrative around trillion clubSKHX20Moderate (0.50)
Ai Chip narrative around SKHXSKHX6High (0.75)
TSMC NarrativeActors: TSM1 phase
Capacity ConstraintsTSM4fading
AI Leadership ErosionActors: AVGO, ORCL3 phases
Euv Technology Maturation ↓AVGO · ORCL235stable
Investment In Advanced CapabilitiesAVGO · ORCL46stable
Market PositioningORCL63stable
OPENAI Data Center NarrativeActors: OPENAI2 phases
Volatile narrative around OpenAI leadershipOPENAI25Moderate (0.50)
Data Center narrative around OPENAIOPENAI3N/A
OPENAI & CRM NarrativeActors: CRM, OPENAI3 phases
Slack Ceo narrative around CRMCRM3N/A
Slack Ceo narrative around OPENAIOPENAI6High (0.75)
Adobe narrative around OPENAIOPENAI4N/A
ETH Price Volatility DynamicsActors: SNDK3 phases
Partnership EmergenceSNDK184stable
Disruption RecognitionSNDK100stable
System ExpansionSNDK3stable
Earnings Performance DynamicsActors: ADBE, ANET, AVGO, INTC, NVDA, ORCL3 phases
Initial Optimism ↑ADBE59fading
Earnings Discrepancy ↑ORCL · ADBE40fading
Financial Performance ↑ORCL · ADBE · AVGO39fading
CRM Market DynamicsActors: VST3 phases
Perceived LeadershipVST8fading
Partnerships Without ImpactVST29fading
Fading InfluenceVST8fading
VRT Data Center NarrativeActors: VRT3 phases
Initial SkepticismVRT7stable
Cautious OptimismVRT9stable
Earnings AnticipationVRT32stable
Earnings Momentum in Tech SectorActors: ANTHROPIC, INTC, OPENAI, PLTR1 phase
Financial PerformanceANTHROPIC · PLTR63fading
European EV Market DynamicsActors: INTC, META, VST3 phases
Market PositioningVST · META32fading
Market Volatility ↗VST22fading
Sales Resilience ↓VST20fading
Cerebras Ipo Cerebras NarrativeActors: AMZN, INTC, MU3 phases
Cerebras IPO narrative amid chip rallyMU8N/A
Fading IPO narrative around CerebrasMU8N/A
Fading excitement around Cerebras chipsMU8N/A
DELL Data Center PositioningActors: VST2 phases
Recovery MomentumVST4fading
Narrative ContractionVST12fading
Broadcom-Google Partnership DynamicsActors: INTC1 phase
Initial Filing InsightsINTC56fading
Oracle AI Infrastructure DynamicsActors: SNOW2 phases
Market Positioning ↑SNOW25fading
Partnership Expansion ~SNOW34fading
Anthropic Strategic PositioningActors: WDC2 phases
Technological FoundationWDC4fading
Market PositioningWDC39fading
OPENAI NarrativeActors: OPENAI2 phases
Zeta Global narrative around OPENAIOPENAI3N/A
Partnership involving OPENAIOPENAI3N/A
Micron Supply Constraint DynamicsActors: AAPL, AMZN, INTC2 phases
Emerging Supply ThreatAAPL26fading
Sustained Memory Chip ConcernsAAPL13fading
ETH Price Stability DynamicsActors: CLS3 phases
Emergence Of Technological FocusCLS4emerging
Investment In InfrastructureCLS48emerging
Market Response And AdaptationCLS4emerging
AI Chip China NarrativeActors: AMD, ETH, INTC, NVDA2 phases
Ai Chip demand across NVDA, AMD, and INTCNVDA15N/A
Ai Chips demand across NVDA, AMD, and ETHNVDA15N/A
Bill Ackman Bill NarrativeActors: AMZN, GOOGL, INTC, MSFT, OPENAI4 phases
Partnership between MSFT and OPENAIMSFT9N/A
Fading narrative around Bill Ackman's Microsoft investmentMSFT9N/A
Bill Ackman narrative around MSFTMSFT9N/A
Fading narrative around Ackman's Microsoft betMSFT9N/A
ETH Price DynamicsActors: ETH3 phases
Volatility Emergence ↓ETH10volatile
Price Sensitivity RecognitionETH8volatile
Market Attractiveness ReevaluationETH7volatile
Amazon Data Center NarrativeActors: AMZN2 phases
Downgrade narrative around Marvell stockAMZN15High (0.80)
Volatile futures narrative around AmazonAMZN10Moderate (0.40)
EUV Lithography Capacity ExpansionActors: CRWV2 phases
Product IntroductionCRWV10volatile
Market Engagement Decline ↓CRWV30volatile
SNDK Data Center NarrativeActors: SNDK3 phases
Initial Stability PerceptionSNDK5stable
Geopolitical Influence RecognitionSNDK66stable
Consolidation Of Price StabilitySNDK72stable
Data Center Technology IntegrationActors: WDC2 phases
Partnership ExpansionWDC68fading
Ecosystem IntegrationWDC6fading
Foldable iPhone Market DynamicsActors: DDOG3 phases
Innovation Anticipation ↓DDOG42fading
Market Excitement ↗DDOG42fading
Shareholder AnxietyDDOG9fading
Market Dow Nasdaq NarrativeActors: DELL, NVDA1 phase
Investment across DELL and NVDADELL8N/A
CRM Partnership Ecosystem GrowthActors: NFLX2 phases
Narrative ContractionNFLX93volatile
Micron S Stability SurgeNFLX6volatile
Sora Video Funding DynamicsActors: DELL, INTC2 phases
Emerging Scrutiny ↓DELL24fading
Funding Mobilization ↓DELL40fading
Most Active P500 NarrativeActors: MU, NVDA3 phases
Most Active across NVDA and MUNVDA8N/A
Fading narrative around most active S&P 500 stocksNVDA8N/A
Most Active narrative around NVDANVDA8N/A
Oracle AI Compute InfrastructureActors: NFLX2 phases
Capital DeploymentNFLX18volatile
Market VolatilityNFLX179volatile
CRM Partnership DynamicsActors: PLTR2 phases
Market VolatilityPLTR3stable
Capital DeploymentPLTR8stable
COHR Market Sentiment DynamicsActors: COHR3 phases
Volatility In Ai InfrastructureCOHR7volatile
Growing Interest In PalantirCOHR12volatile
Deepening PartnershipsCOHR3volatile
AI Infrastructure and Partnership DynamicsActors: SAMSNG1 phase
Market PositioningSAMSNG13emerging
Rapid Delivery Capacity ExpansionActors: ANTHROPIC, INTC, MSFT, MU, PLTR3 phases
Initial Capacity ExpansionANTHROPIC42fading
Infrastructure ScalingANTHROPIC21fading
Service OptimizationANTHROPIC27fading
COHR Capacity Expansion NarrativeActors: COHR2 phases
Data Center narrative around COHRCOHR5High (0.75)
Capacity Expansion narrative around COHRCOHR4N/A
Full Self Full NarrativeActors: GOOGL, TSLA3 phases
Full Self narrative around TSLATSLA8N/A
Subscription narrative around TSLATSLA8N/A
Full Self across TSLA and GOOGLTSLA8N/A
ZETA NarrativeActors: ZETA1 phase
Zeta Global narrative around ZETAZETA7High (0.75)
ZETA NarrativeActors: ZETA3 phases
Initial OptimismZETA6stable
Price ConcernsZETA14stable
Continued WeaknessZETA4stable
ALAB Earnings Report NarrativeActors: ALAB2 phases
Astera Labs narrative around ALABALAB6High (0.75)
Fading narrative around Astera Labs earningsALAB14High (0.70)
ALAB NarrativeActors: ALAB2 phases
Fading narrative around Astera Labs upsideALAB8High (0.62)
Fading narrative around Astera LabsALAB11High (0.60)
Dell's Political Financial EngagementActors: DELL3 phases
Initial Financial CommitmentDELL34fading
Erosion Of SupportDELL34fading
Diminished RelevanceDELL10fading
Nebius Infrastructure Viability AssessmentActors: ADBE3 phases
Infrastructure ExpansionADBE25stable
Capital DeploymentADBE186stable
Market VolatilityADBE58stable
Memory Infrastructure DynamicsActors: DELL4 phases
Capacity ConstraintsDELL102fading
Partnership Expansion ↓DELL4fading
Market VolatilityDELL5fading
Capital DeploymentDELL247fading
Amazon Data Center Capacity ExpansionActors: ANTHROPIC4 phases
Capacity ConstraintsANTHROPIC5stable
Partnership ExpansionANTHROPIC78stable
Market VolatilityANTHROPIC30stable
Capital DeploymentANTHROPIC503stable
Apple Pay Settlement DynamicsActors: AMD, GOOGL1 phase
Settlement Erosion ~GOOGL69fading
Microsoft NarrativeActors: MSFT2 phases
Marvell narrative around MSFTMSFT3N/A
AI Arms Race narrative around MicrosoftMSFT8Moderate (0.50)
Rapid Delivery Infrastructure ExpansionActors: NFLX3 phases
Initial Capacity ScalingNFLX34fading
Infrastructure Optimization ↓NFLX41fading
Service SaturationNFLX17fading
Partnership and Disruption DynamicsActors: BTC3 phases
Legal Challenge ImpactBTC6fading
Partnerships Failing To Revive ↗BTC14fading
Narrative SaturationBTC10fading
Rapid Delivery Infrastructure ExpansionActors: MRVL2 phases
Infrastructure CommitmentMRVL13growing
Service Offering EnhancementMRVL13fading
Salesforce Crm Salesforce NarrativeActors: CRM2 phases
Salesforce Crm narrative around CRMCRM8N/A
Maintains Salesforce narrative around CRMCRM8N/A
Hour Delivery Hour NarrativeActors: AMZN1 phase
Launch narrative around AMZNAMZN14N/A
ODC NarrativeActors: ODC1 phase
Investment narrative around Oil-Dri CorpODC8High (0.62)
COHR NarrativeActors: COHR1 phase
Investment involving COHRCOHR4N/A
Data Center Constellation NarrativeActors: CEG2 phases
Constellation Energy narrative around CEGCEG11N/A
Data Center narrative around CEGCEG11N/A
ETH Price Volatility DynamicsActors: NVDA1 phase
Market VolatilityNVDA96stable
INTC Rebound PotentialActors: ADBE, INTC3 phases
Recovery MomentumADBE34fading
Sustained Rebound ConcernsADBE43fading
Fading Rebound Prospects ↓ADBE52fading
Pay Package Musk NarrativeActors: TSLA2 phases
Elon Musk narrative around TSLATSLA11N/A
Pay Package narrative around TSLATSLA11N/A
USAR NarrativeActors: USAR2 phases
Rare Earth narrative around USARUSAR3N/A
Usa Rare narrative around USARUSAR3N/A
Chip Manufacturing Capacity ExpansionActors: ETH, TTD2 phases
Initial BuildoutTTD13fading
Strategic ConsolidationTTD13fading
Adobe Leadership Transition DynamicsActors: AMZN, MU, NFLX1 phase
Leadership TransitionNFLX95fading
INTC Rebound PotentialActors: ANTHROPIC, ETH, INTC, META, TSLA1 phase
Recovery Momentum ↓TSLA13fading
MU AI Chips NarrativeActors: MU1 phase
Capacity ConstraintsMU79fading
Unassigned230 uncategorized
Capacity ConstraintsOPENAI6volatile
Market VolatilityGOOGL5fading
Sustained Price WeaknessAMZN12volatile
Amd Guidance narrative around AMDAMD6High (0.75)
Confident narrative around META's product innovationsMETA8High (0.67)
Confident narrative around AMZN cash flowAMZN10High (0.71)
Msft Guidance narrative around MSFTMSFT7High (0.75)
Operational confidence narrative around PLTRPLTR8Moderate (0.50)
Data Center narrative around AMDAMD6High (0.75)
Sandisk narrative around SNDKSNDK6Moderate (0.45)
Expansion involving DDOGDDOG3N/A
Ai Chips narrative around COHRCOHR3N/A
Revenue Growth narrative around SNOWSNOW6High (0.75)
Gemini narrative around GOOGLGOOGL4N/A
Snowflake narrative around SNOWSNOW3N/A
Wall Street narrative around METAMETA3N/A
Coherent narrative around COHRCOHR3N/A
Data Center narrative around AMZNAMZN3N/A
Broadcom narrative around AVGOAVGO3N/A
Netflix narrative around TSLATSLA3N/A
Ai Chip narrative around AMDAMD6High (0.75)
2025 narrative around INTCINTC3N/A
Investment involving NBISNBIS3N/A
Expansion involving SMCISMCI3N/A
Warner Bros narrative around MUMU3N/A
Ubs Reiterates narrative around AAPLAAPL8Mixed (0.38)
Intel Amd narrative around AMDAMD4N/A
Legal Dispute involving PLTRPLTR3N/A
Trump narrative around GOOGLGOOGL3N/A
Final Trades narrative around VRTVRT3N/A
2026 narrative around AMZNAMZN3N/A
Bitcoin narrative around BTCBTC3N/A
Analyst narrative around MSFTMSFT5Moderate (0.45)
Dow Jones narrative around PLTRPLTR3N/A
Amazon Fire narrative around AMZNAMZN3N/A
Amazon Fire narrative around METAMETA4N/A
California narrative around TSLATSLA3N/A
Prediction narrative around MSFTMSFT4N/A
Ai Chip narrative around AVGOAVGO3N/A
Advanced Micro narrative around AMDAMD3N/A
Data Center narrative around VRTVRT3N/A
Openai narrative around OPENAIOPENAI5High (0.60)
Most Searched narrative around TSLATSLA3N/A
Rocketing stock narrative around IntelINTC26High (0.60)
Nebius narrative around METAMETA3N/A
Sofi narrative around SOFISOFI3N/A
Record Profit narrative around SAMSNGSAMSNG4N/A
Memory narrative around SKHXSKHX4N/A
Apple Microsoft narrative around MSFTMSFT4N/A
Physical Unit narrative around ARMARM3N/A
Memory narrative around SAMSNGSAMSNG4N/A
Taiwan Semiconductor narrative around TSMTSM3N/A
Market Cap narrative around AAPLAAPL3N/A
Expansion involving OPENAIOPENAI3N/A
Acquisition involving VSTVST3N/A
Amazon Meta narrative around AMZNAMZN3N/A
Coreweave Ceo narrative around CRWVCRWV3N/A
Tsmc narrative around ASMLASML4N/A
Custom Silicon narrative around AVGOAVGO3N/A
Tesla Model narrative around TSLATSLA3N/A
India narrative around AAPLAAPL3N/A
Cathie Wood narrative around AVGOAVGO3N/A
Texas narrative around ASMLASML4N/A
Celestica Inc narrative around CLSCLS3N/A
Micron narrative around NVDANVDA3N/A
Investment involving TSMTSM3N/A
Heard Street narrative around BTCBTC3N/A
Expansion involving USARUSAR5High (0.75)
Next Gen narrative around SAMSNGSAMSNG7High (0.75)
Geopolitical narrative around MPMP3N/A
Broadcom narrative around NVDANVDA4N/A
Data Center narrative around CRMCRM3N/A
Jim Cramer narrative around DDOGDDOG3N/A
Investment involving ANTHROPICANTHROPIC3N/A
Meta narrative around METAMETA4N/A
China narrative around AAPLAAPL3N/A
China Sales narrative around TSLATSLA3N/A
Analyst narrative around AMDAMD4N/A
Celestica narrative around CLSCLS4N/A
Autodesk narrative around INTCINTC3N/A
Nvidia Fails narrative around AMZNAMZN3N/A
Earnings interest around NVIDIANVDA94High (0.60)
Investment involving ASMLASML3N/A
Oil Dri narrative around ODCODC5High (0.75)
Regulatory narrative around ORCLORCL3N/A
Model narrative around TSLATSLA3N/A
Investment involving MSFTMSFT3N/A
Partnership involving SMCISMCI3N/A
Ai Chips narrative around AMZNAMZN5High (0.75)
Drops narrative around GOOGLGOOGL4N/A
North America narrative around TSLATSLA4N/A
Expansion involving INTCINTC4N/A
Bank America narrative around MSFTMSFT3N/A
Offloading narrative around METAMETA4N/A
Wall Street narrative around ANTHROPICANTHROPIC4N/A
Gemini Flash narrative around GOOGLGOOGL3N/A
Final Trades narrative around AAPLAAPL3N/A
Dow Jones narrative around MSFTMSFT3N/A
Chatgpt narrative around OPENAIOPENAI46Moderate (0.40)
Model narrative around INTCINTC3N/A
Buildout narrative around GOOGLGOOGL5High (0.75)
Chatbots narrative around INTCINTC3N/A
Xrp narrative around NVDANVDA3N/A
Expansion involving METAMETA3N/A
Ai Infrastructure narrative around INTCINTC3N/A
Robinhood Sofi narrative around SOFISOFI5High (0.75)
Social Media narrative around GOOGLGOOGL3N/A
Data Center narrative around ASMLASML3N/A
852 Billion narrative around AMZNAMZN4N/A
Legal Dispute involving MSFTMSFT4N/A
Gemma narrative around NVDANVDA7High (0.60)
Ray Ban narrative around METAMETA3N/A
Buildout narrative around ANTHROPICANTHROPIC3N/A
Data Center narrative around ORCLORCL3N/A
Older Kindles narrative around AMZNAMZN3N/A
Google Openai narrative around GOOGLGOOGL3N/A
Senior Notes narrative around VSTVST3N/A
Buildout narrative around INTCINTC3N/A
Investment involving TSLATSLA3N/A
Partnership involving VRTVRT3N/A
Palantir narrative around PLTRPLTR3N/A
Tasks narrative around ANTHROPICANTHROPIC3N/A
Demand narrative around SAMSNGSAMSNG3N/A
Security Management narrative around MSFTMSFT4N/A
Wave Ceo narrative around OPENAIOPENAI3N/A
Legal Dispute involving AMZNAMZN4N/A
Apple Samsung narrative around SAMSNGSAMSNG3N/A
Amd narrative around OPENAIOPENAI4N/A
Sandisk Catch narrative around MUMU3N/A
Traders Ready narrative around NVDANVDA4N/A
Home Depot narrative around AMZNAMZN5High (0.75)
Investment involving OPENAIOPENAI4N/A
Expect narrative around NVDANVDA3N/A
Investment involving NVDANVDA3N/A
Taiwan Semiconductor narrative around ASMLASML3N/A
Bank narrative around TSLATSLA3N/A
Super Micro narrative around NVDANVDA3N/A
Partnership involving AMZNAMZN3N/A
Ai Infrastructure narrative around CRWVCRWV3N/A
Ai Infrastructure narrative around MSFTMSFT5High (0.75)
Chief Accounting narrative around INTCINTC3N/A
Altman Apologizes narrative around OPENAIOPENAI4N/A
31B narrative around GOOGLGOOGL3N/A
Partnership involving MUMU4N/A
Acquisition involving METAMETA3N/A
Apple Google narrative around GOOGLGOOGL3N/A
China Chery narrative around TSLATSLA3N/A
Ai Models narrative around GOOGLGOOGL4N/A
Softbank narrative around OPENAIOPENAI5High (0.60)
Oracle Drops narrative around ORCLORCL4N/A
Nadella Altman narrative around DELLDELL3N/A
Strix Halo narrative around AMDAMD4N/A
Cloud narrative around ANTHROPICANTHROPIC4N/A
Investment involving SOFISOFI6High (0.75)
Bitcoin Funk narrative around BTCBTC4N/A
Revenue Growth narrative around SOFISOFI3N/A
Samsung Electronics narrative around SAMSNGSAMSNG3N/A
Prices Nvidia narrative around NVDANVDA4N/A
Apple narrative around AAPLAAPL3N/A
Greta Gerwig narrative around NFLXNFLX3N/A
Jim Cramer narrative around OPENAIOPENAI4N/A
Investment involving ORCLORCL3N/A
Investment involving MUMU3N/A
Ireland narrative around ETHETH3N/A
Ai Chip narrative around ARMARM5High (0.75)
Asml Ceo narrative around ASMLASML3N/A
Buy Rating narrative around AMDAMD3N/A
Totalenergies narrative around DELLDELL3N/A
Partnership involving USARUSAR3N/A
Fedramp Certification narrative around MUMU3N/A
Buildout narrative around TSMTSM3N/A
Ai Chip narrative around OPENAIOPENAI3N/A
Investment involving MPMP3N/A
Wall Street narrative around ORCLORCL3N/A
Fitbit Air narrative around GOOGLGOOGL3N/A
Buildout narrative around SKHXSKHX3N/A
Partnership involving BTCBTC5High (0.75)
Top narrative around MSFTMSFT6High (0.60)
Ai Infrastructure narrative around AVGOAVGO3N/A
Cathie Wood narrative around TSLATSLA3N/A
Many narrative around OPENAIOPENAI3N/A
Data Center narrative around MSFTMSFT7High (0.75)
Micron Hynix narrative around SKHXSKHX3N/A
Redwood Materials narrative around TSLATSLA3N/A
Legal Dispute involving NFLXNFLX3N/A
Claude Aws narrative around AMZNAMZN3N/A
Supermicro Appoints narrative around SMCISMCI3N/A
Elite Group narrative around ETHETH4N/A
Rivals Access narrative around GOOGLGOOGL3N/A
Anthony Scaramucci narrative around BTCBTC3N/A
Trump Trading narrative around ORCLORCL4N/A
Dow Jones narrative around AVGOAVGO5High (0.75)
Decreases Stake narrative around METAMETA4N/A
Investment involving CRWVCRWV3N/A
Ai Chip narrative around NVDANVDA3N/A
Buy Tsm narrative around TSMTSM3N/A
Market narrative around AMDAMD3N/A
Elon Musk narrative around INTCINTC3N/A
Uipath narrative around MSFTMSFT3N/A
American narrative around INTCINTC3N/A
Llama Cpp narrative around AMDAMD3N/A
Johnson Johnson narrative around NFLXNFLX3N/A
Palantir Technologies narrative around INTCINTC3N/A
Ford Takes narrative around TSLATSLA3N/A
Ai Chip narrative around METAMETA3N/A
Partnership involving ANTHROPICANTHROPIC3N/A
Productivity narrative around INTCINTC3N/A
Week narrative around MRVLMRVL3N/A
Sanctions narrative around TSMTSM3N/A
Ai Models narrative around ANTHROPICANTHROPIC3N/A
Investment involving CRMCRM4N/A
Micron narrative around MRVLMRVL3N/A
Micron narrative around ETHETH3N/A
Tsmc narrative around TSMTSM4N/A
Omni narrative around OPENAIOPENAI5High (0.60)
Ethereum narrative around ETHETH3N/A
Market Share narrative around TTDTTD3N/A
Nikon narrative around ASMLASML3N/A
Blue Origin narrative around AMZNAMZN5High (0.75)
Ruling narrative around GOOGLGOOGL4N/A
Expansion involving ASMLASML3N/A
Tech narrative around METAMETA3N/A
Dow Jones narrative around TSLATSLA3N/A
Asml narrative around ASMLASML3N/A
Data Center narrative around ETHETH3N/A
Debt narrative around AMZNAMZN5High (0.60)
Cloud Rules narrative around MSFTMSFT3N/A
Partnership involving NVDANVDA4N/A
Data Center narrative around CRWVCRWV3N/A
Expansion involving TSMTSM3N/A