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000660.KS Chips 1418000.00 -7.1% 005930.KS Chips 225000.00 -3.0% 0100.HK AI Labs HK$161.30 -4.0% ■ 000660.KS The world's largest HBM supplier had no page in this coverage until now — its record shows Nvidia picking... 0981.HK Chips HK$42.98 -4.4% ALAB Chips 290.43 -2.3% AMD Chips 566.42 -2.1% ■ 005930.KS A dated 2024–2026 arc of Nvidia test failures and comebacks — real events, not commentary — but the... AMZN Big Tech 243.79 -4.2% ANT AI Labs — APLD Neocloud 19.41 -4.8% ■ AMD TEXXR's record has run AMD as tech's permanent second source since at least 2015 — but 2026's coverage... ASML Chips 1675.70 +0.8% AVGO Chips 345.00 -1.9% BABA AI Labs 99.54 -1.4% ■ AMZN Amazon closed its AGI lab and was caught overspending on Anthropic's Claude internally, then within eight... BE Infra 222.30 -2.5% CBRS Chips 115.16 +2.3% CEG Infra 264.58 +2.5% ■ ANT Anthropic has booked $19.2 billion of compute expense since 2023, against more than that in revenue. Its... CRM SaaS 230.90 -4.6% CRWV Neocloud 60.74 -5.0% CVLT SaaS 171.61 +3.1% ■ AVGO Broadcom designs the custom chips Google, Meta and OpenAI run. Since May it has also helped its buyers... FTNT SaaS 139.10 -20.1% GLW Infra 128.88 -1.8% GOOGL Big Tech 283.82 -12.6% ■ BABA Alibaba flipped Qwen from open to closed and back to open in five months, and its flagship model's claim... INTC Chips 92.07 -3.6% IREN Neocloud 26.25 -9.0% META Big Tech 624.52 +2.0% ■ CBRS Two withdrawn IPO filings and two years later, Cerebras reached Nasdaq — and its two biggest customers are... MRVL Chips 218.34 -13.2% MSFT Big Tech 530.14 -0.2% MU Chips 934.27 -5.0% ■ CRM AI agents don't need seats, and Salesforce built its business selling them by the seat. The coverage... NBIS Neocloud 171.99 -5.7% NET SaaS 310.30 -2.6% NUAI Infra 2.85 -14.3% ■ CRWV CoreWeave supplies compute to OpenAI, Meta and Anthropic while Nvidia owns a stake, sells it chips, and... NVDA Chips 213.66 -0.8% ORCL Big Tech 139.56 -3.5% PLTR SaaS 196.42 -0.2% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and lost a... RBRK SaaS 133.63 -1.7% S SaaS 25.71 +0.5% SNDK Chips 1330.05 -5.3% ■ INTC A hedge fund held calls on 20.2m Intel shares while the stock ran from $22.71 to $36.90, then flipped to... SPCX Neocloud 143.89 -0.9% STX Chips 700.47 +0.4% TENB SaaS 51.78 +6.3% ■ META Meta has raised the floor of its 2026 spending forecast three times since January, and its shares fell the... TSM Chips 431.81 -1.8% WULF Neocloud 12.75 -5.0% ZS SaaS 247.82 -3.1% ■ MRVL Marvell builds the chips hyperscalers design instead of buying — but a year of coverage shows talks, an... ■ MSFT Microsoft called OpenAI a competitor in a 2024 filing. Two renegotiations later, it is swapping some of... ■ NVDA TEXXR's coverage of Nvidia set a quarterly record in 2026Q3, after the stock's April record close and... ■ ORCL Oracle's borrowings reached $129.5 billion and its capex hit $55.7 billion in fiscal 2026, the year its... ■ PLTR Tech's most argued-over stock — the coverage record shows how the argument itself changed shape. ■ SPCX A rocket company, a satellite network and an AI lab traded as three stories for a decade — then became one... ■ TSM Apple's TSMC bill ran from $2B to $24B in eleven years, yet fell to a fifth of TSMC's revenue — the... 000660.KS Chips 1418000.00 -7.1% 005930.KS Chips 225000.00 -3.0% 0100.HK AI Labs HK$161.30 -4.0% ■ 000660.KS The world's largest HBM supplier had no page in this coverage until now — its record shows Nvidia picking... 0981.HK Chips HK$42.98 -4.4% ALAB Chips 290.43 -2.3% AMD Chips 566.42 -2.1% ■ 005930.KS A dated 2024–2026 arc of Nvidia test failures and comebacks — real events, not commentary — but the... AMZN Big Tech 243.79 -4.2% ANT AI Labs — APLD Neocloud 19.41 -4.8% ■ AMD TEXXR's record has run AMD as tech's permanent second source since at least 2015 — but 2026's coverage... ASML Chips 1675.70 +0.8% AVGO Chips 345.00 -1.9% BABA AI Labs 99.54 -1.4% ■ AMZN Amazon closed its AGI lab and was caught overspending on Anthropic's Claude internally, then within eight... BE Infra 222.30 -2.5% CBRS Chips 115.16 +2.3% CEG Infra 264.58 +2.5% ■ ANT Anthropic has booked $19.2 billion of compute expense since 2023, against more than that in revenue. Its... CRM SaaS 230.90 -4.6% CRWV Neocloud 60.74 -5.0% CVLT SaaS 171.61 +3.1% ■ AVGO Broadcom designs the custom chips Google, Meta and OpenAI run. Since May it has also helped its buyers... FTNT SaaS 139.10 -20.1% GLW Infra 128.88 -1.8% GOOGL Big Tech 283.82 -12.6% ■ BABA Alibaba flipped Qwen from open to closed and back to open in five months, and its flagship model's claim... INTC Chips 92.07 -3.6% IREN Neocloud 26.25 -9.0% META Big Tech 624.52 +2.0% ■ CBRS Two withdrawn IPO filings and two years later, Cerebras reached Nasdaq — and its two biggest customers are... MRVL Chips 218.34 -13.2% MSFT Big Tech 530.14 -0.2% MU Chips 934.27 -5.0% ■ CRM AI agents don't need seats, and Salesforce built its business selling them by the seat. The coverage... NBIS Neocloud 171.99 -5.7% NET SaaS 310.30 -2.6% NUAI Infra 2.85 -14.3% ■ CRWV CoreWeave supplies compute to OpenAI, Meta and Anthropic while Nvidia owns a stake, sells it chips, and... NVDA Chips 213.66 -0.8% ORCL Big Tech 139.56 -3.5% PLTR SaaS 196.42 -0.2% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and lost a... RBRK SaaS 133.63 -1.7% S SaaS 25.71 +0.5% SNDK Chips 1330.05 -5.3% ■ INTC A hedge fund held calls on 20.2m Intel shares while the stock ran from $22.71 to $36.90, then flipped to... SPCX Neocloud 143.89 -0.9% STX Chips 700.47 +0.4% TENB SaaS 51.78 +6.3% ■ META Meta has raised the floor of its 2026 spending forecast three times since January, and its shares fell the... TSM Chips 431.81 -1.8% WULF Neocloud 12.75 -5.0% ZS SaaS 247.82 -3.1% ■ MRVL Marvell builds the chips hyperscalers design instead of buying — but a year of coverage shows talks, an... ■ MSFT Microsoft called OpenAI a competitor in a 2024 filing. Two renegotiations later, it is swapping some of... ■ NVDA TEXXR's coverage of Nvidia set a quarterly record in 2026Q3, after the stock's April record close and... ■ ORCL Oracle's borrowings reached $129.5 billion and its capex hit $55.7 billion in fiscal 2026, the year its... ■ PLTR Tech's most argued-over stock — the coverage record shows how the argument itself changed shape. ■ SPCX A rocket company, a satellite network and an AI lab traded as three stories for a decade — then became one... ■ TSM Apple's TSMC bill ran from $2B to $24B in eleven years, yet fell to a fifth of TSMC's revenue — the...