Intelligence
Alerts
Automated alerts for significant changes in rankings, alpha scores, and critical news.
Recent Alerts
[CRITICAL] Finland orders Google to stop work on two AI data centers over alleged deforestation
Nvidia partnership with US Government / Research Institutions ($1.0B)
GlobalFoundries supply agreement with TSMC ($2.0B)
Broadcom supply agreement with TSMC ($2.0B)
Nvidia supply agreement with TSMC ($2.0B)
Taiwan Semiconductor supply agreement with TSMC ($2.0B)
Advanced Micro Devices supply agreement with TSMC ($2.0B)
ARM Signal Lead: Alpha +17 vs Price -3.9% → divergence +36
KLAC Signal Lead: Alpha +27 vs Price 0.6% → divergence +24
ON Signal Lead: Alpha +0 vs Price -4.3% → divergence +22
IBM partnership with NTT DOCOMO BUSINESS
C3.ai partnership with DARPA ($0.3B)
TSM Signal Lead: Alpha +11 vs Price -2.1% → divergence +22
AMAT Signal Lead: Alpha +22 vs Price -1.8% → divergence +31
LRCX Signal Lead: Alpha +20 vs Price -1.3% → divergence +27
MRVL Froth Risk: Price +-0.8% vs Alpha -29 → divergence -25
HPE gained 10.4 alpha points (50.7 → 61.1)
AMAT gained 21.5 alpha points (42.5 → 64.0)
QCOM Signal Lead: Alpha +11 vs Price -2.2% → divergence +22
TXN Signal Lead: Alpha +10 vs Price -2.8% → divergence +24
ADI Signal Lead: Alpha +16 vs Price -2.5% → divergence +28
QCOM gained 10.8 alpha points (44.4 → 55.2)
[CRITICAL] Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders
[CRITICAL] Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders
KLAC Signal Lead: Alpha +24 vs Price -0.3% → divergence +26
AVGO Froth Risk: Price +0.2% vs Alpha -24 → divergence -25
ARM Signal Lead: Alpha +9 vs Price -2.7% → divergence +23
MRVL Froth Risk: Price +-0.8% vs Alpha -32 → divergence -28
TSM Signal Lead: Alpha +15 vs Price -2.1% → divergence +25
UPST lost 14.1 alpha points (40.8 → 26.8)
ON lost 17.2 alpha points (46.4 → 29.1)
ADI lost 20.1 alpha points (50.8 → 30.8)
CRUS lost 27.9 alpha points (57.6 → 29.7)
INFLECTION lost 17.8 alpha points (44.0 → 26.3)
STABILITY lost 17.8 alpha points (44.0 → 26.3)
ALGM lost 15.4 alpha points (42.2 → 26.8)
PINS lost 24.6 alpha points (51.3 → 26.8)
AMBA lost 14.3 alpha points (44.5 → 30.2)
AI21 lost 17.8 alpha points (44.0 → 26.3)
ZM lost 26.7 alpha points (53.5 → 26.8)
CFLT lost 12.8 alpha points (39.6 → 26.8)
DEEPSEEK lost 17.0 alpha points (48.3 → 31.3)
GRAB lost 11.1 alpha points (39.8 → 28.7)
HUGGINGFACE lost 17.8 alpha points (44.0 → 26.3)
COHERE lost 20.2 alpha points (51.5 → 31.3)
PI lost 12.0 alpha points (38.8 → 26.8)
MTSI lost 15.3 alpha points (42.1 → 26.8)
SLAB lost 13.0 alpha points (39.8 → 26.8)
ABNB lost 22.5 alpha points (49.3 → 26.8)
RBLX lost 16.1 alpha points (42.8 → 26.8)
TTD lost 19.3 alpha points (46.1 → 26.8)
DUOL lost 22.7 alpha points (49.4 → 26.8)
INTU lost 24.6 alpha points (51.4 → 26.8)
VEEV lost 26.5 alpha points (53.3 → 26.8)
BILL lost 23.8 alpha points (50.5 → 26.8)
ADBE lost 26.9 alpha points (55.0 → 28.1)
U lost 14.4 alpha points (41.1 → 26.8)
SNAP lost 13.6 alpha points (42.5 → 28.9)
GTLB lost 17.9 alpha points (44.6 → 26.8)
HUBS lost 21.1 alpha points (49.9 → 28.8)
ESTC lost 19.1 alpha points (50.2 → 31.1)
DOCN lost 18.8 alpha points (49.4 → 30.6)
TWLO lost 15.1 alpha points (44.0 → 28.8)
PATH lost 11.3 alpha points (53.4 → 42.1)
SWKS lost 27.7 alpha points (57.4 → 29.7)
MCHP lost 13.1 alpha points (40.2 → 27.1)
NXPI lost 19.4 alpha points (52.1 → 32.6)
DDOG lost 14.8 alpha points (54.8 → 40.0)
ARM gained 12.6 alpha points (38.7 → 51.3)
TXN lost 17.0 alpha points (51.0 → 34.0)
NVDA gained 10.2 alpha points (59.8 → 69.9)
INTC gained 18.9 alpha points (50.8 → 69.7)
TSM gained 14.7 alpha points (47.0 → 61.7)
ASML lost 18.6 alpha points (59.4 → 40.8)
STABILITY moved 23 positions down (#78 → #101)
HUGGINGFACE moved 20 positions down (#79 → #99)
CSCO gained 13.4 alpha points (43.1 → 56.5)
AVGO Froth Risk: Price +0.2% vs Alpha -24 → divergence -25
ARM Signal Lead: Alpha +9 vs Price -2.7% → divergence +22
KLAC Signal Lead: Alpha +24 vs Price -0.3% → divergence +26
KLAC gained 24.1 alpha points (33.0 → 57.1)
INFLECTION moved 3 positions up (#102 → #99)
LITE lost 10.0 alpha points (45.3 → 35.3)
OKTA lost 17.7 alpha points (51.7 → 34.0)