deadrisk

Signal desk · coverage vs tape

The divergence board

Coverage heat against the 30-day tape, for every name on the registry. When both agree there is nothing to say. The two quadrants where they disagree are where this desk earns its name.

25 live names 2026Q3 · day 77 EOD delayed
Heat is this quarter’s daily article rate against the name’s own eight-quarter average — a name is loud relative to itself, not to Nvidia. 77 days into 2026Q3 the meter is live but young. Coverage intelligence, not advice — methodology.

The map

Vertical: coverage heat, log scale. Horizontal: 30-day EOD move, pinned at ±55%. Every chip is a dossier.

The ledger

Covered names ranked by coverage heat, with 30-day price change and the latest story on the record.
Name Heat 30d tape Reads as The receipt
000660.KS SK Hynix 4.8× +1.7% consensus Doc: Samsung and SK Hynix rejected KEPCO's proposal to prepay ~$18.7B for power supplies of planned chip clusters, citing uncertainty over long-term chip demand Reuters +11 more · 2026-09-14
SNDK SanDisk 2.8× -13.1% the argument Japan's Kioxia and Sandisk plan to spend $31B+ in Japan through 2032 to drive chip tech and expand production capacity, including an $11.3B Kitakami plant Reuters +12 more · 2026-08-28
WULF TeraWulf 2.7× -12.1% the argument Anthropic signs a 20-year, ~$19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity and to start delivering power in H2 2027 CNBC +21 more · 2026-07-07
0100.HK MiniMax Group 2.2× -29.7% the argument Humain launches humain-m3, an Arabic-language model developed with MiniMax, amid controversy among US allies over sovereign AI built with Chinese models Bloomberg +4 more · 2026-09-04
MU Micron 2.2× -8.7% the argument Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 Wall Street Journal +7 more · 2026-08-28
NBIS Nebius Group 2.1× -21.1% the argument Nvidia says its inference accelerator Groq 3 LPX has entered full production, with Nebius signing on as the first customer, and SpaceX will deploy Vera CPUs SiliconANGLE +32 more · 2026-08-25
NVDA Nvidia 2.0× -6.2% the argument At Dreamforce, Salesforce announces Koa, a specialized CRM reasoning model built on Nvidia's Nemotron architecture, designed to power AI agents in Agentforce SiliconANGLE +2 more · 2026-09-15
SPCX SpaceX 2.0× +1.3% consensus Filing: Vy Capital owns a 3.4% SpaceX stake; Vy is also the largest outside investor in BoringCo and Neuralink and committed $700M to Musk's Twitter acquisition Financial Times · 2026-09-14
BABA Alibaba Group Holding 1.9× -12.4% the argument Sources: Alibaba is set to lead a $300M round in AI model testing startup UniPat AI at a $2.5B valuation; UniPat founder Li Kuan worked at Alibaba's Tongyi Lab Bloomberg · 2026-09-10
META Meta 1.6× +17.0% consensus HTC Vive Eagle smart glasses review: useful controls, lightweight, and focused on privacy, but inessential, expensive at $499+, and imaging needs to improve Engadget · 2026-09-15
GOOGL Alphabet 1.5× +1.6% consensus Google DeepMind AI Safety and Alignment researcher Bilal Chughtai publicly resigns, saying “I earnestly believe that AI has the potential to kill us all” Bloomberg +13 more · 2026-09-15
AMD AMD 1.5× -2.5% on baseline AI-linked stocks fell worldwide on Monday after industry leaders called for slowing development; the Philadelphia chip index fell 6%, NVDA 3%, AMD 4%, and MU 5% Reuters +19 more · 2026-09-15
AMZN Amazon 1.5× -3.0% on baseline Amazon says its India quick delivery service, Amazon Now, crossed $1B in annualized gross revenue, with orders doubling QoQ since its launch in summer 2025 Bloomberg · 2026-09-15
CRM Salesforce 1.4× +35.9% on baseline At Dreamforce, Salesforce announces Koa, a specialized CRM reasoning model built on Nvidia's Nemotron architecture, designed to power AI agents in Agentforce SiliconANGLE +2 more · 2026-09-15
ASML ASML 1.3× -16.4% on baseline Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks Bloomberg +8 more · 2026-09-09
CBRS Cerebras Systems 1.2× -28.1% on baseline Cerebras unveils CS-4, a server rack with 50% fewer components built on its new Nexus architecture and powered by three WSE-3 Turbo chips, available in Q3 2026 Reuters +14 more · 2026-08-19
PLTR Palantir 1.1× +0.4% on baseline Nvidia and Booz Allen Hamilton limit Fable use as Anthropic doesn't guarantee zero data retention; source: Palantir hasn't made Fable available via its software The Information +4 more · 2026-09-15
MSFT Microsoft 1.1× +5.4% on baseline Microsoft rolls out emergency fix for critical issues caused by its September Patch Tuesday update, which addressed ~1,000 vulnerabilities but introduced bugs The Verge +7 more · 2026-09-15
ORCL Oracle 1.1× -1.3% on baseline How hyperscalers like Amazon, Microsoft, and Google are siding with consumers on data center power costs and sweetening offers for communities to gain support The Information +2 more · 2026-09-14
MRVL Marvell Technology 1.1× -6.6% on baseline Marvell and Google expand their chip development deal, and Marvell grants Google a warrant to buy as much as $12.2B of its shares; MRVL closes up 9.85% Bloomberg +15 more · 2026-08-20
INTC Intel 1.0× -6.1% on baseline Altera, which makes chips for AI, automation, and more, files confidentially for an IPO; Intel acquired it for ~$16.7B in 2015, and Silver Lake took 51% in 2025 Bloomberg · 2026-09-15
TSM TSMC 0.9× -3.0% on baseline MediaTek unveils the Dimensity 9600 Pro, its first phone SoC on TSMC's 2nm node, and the 3nm 9600M, with boosted AI performance, as it competes with Qualcomm Reuters +14 more · 2026-09-15
0981.HK SMIC 0.9× -19.2% on baseline Sources: Huawei is investing in Chinese lithography companies and helping secure deals with leading fabs like SMIC to end China's reliance on foreign suppliers Financial Times +3 more · 2026-09-08
GLW Corning 0.8× -17.1% on baseline Corning's stock closed down 12.1% after weak Q3 guidance, as production limits on its AI connectivity products squeeze its growth; Q2 sales rose 17% to $4.74B Wall Street Journal · 2026-07-29
CRWV CoreWeave 0.3× -21.7% left for dead CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., a $104B revenue backlog, and active power up nearly 500 MWs to 1.5 GW; CRWV jumps 20%+ CNBC +20 more · 2026-08-12

Heat compares a live quarter to eight complete ones, so early-quarter readings move as the quarter fills in. Not plotted — coverage record not live this quarter: 005930.KS, ALAB, APLD, BE, CEG, IREN.