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.

26 live names 2026Q4 · day 30 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. 30 days into 2026Q4 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
CEG Constellation Energy 18.2× +0.0% consensus Google contracts for 3,590 MW of power from Constellation Energy in the US' largest power grid, with new nuclear energy accounting for ~25% of that supply Reuters +21 more · 2026-10-07
IREN IREN 8.0× -36.6% the argument A look at Anthropic's data center lease economics, as analysts estimate a 245 MW site could yield ~$1.3B per month; sources say it signed a cloud deal with IREN The Information +6 more · 2026-10-12
AVGO Broadcom 5.6× -2.8% the argument Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal Wall Street Journal +11 more · 2026-10-28
MU Micron 5.3× -12.3% the argument A Micron labor union staged Taiwan's first-ever strike in the semiconductor industry on Thursday, demanding a regular profit-sharing scheme for its employees Nikkei Asia +4 more · 2026-10-22
CRWV CoreWeave 4.8× -29.3% the argument Neocloud General Compute, which specializes in bare-metal infrastructure, raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation TechCrunch +3 more · 2026-10-27
000660.KS SK Hynix 3.8× -20.2% the argument SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record CNBC +58 more · 2026-10-28
SPCX SpaceX 3.7× -3.6% the argument Source: Anthropic is “Customer B” cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government Bloomberg · 2026-10-29
NBIS Nebius Group 3.7× -27.5% the argument CoreWeave closed down 15.5% as yields on its bonds near 15% amid concern over tech companies' heavy AI borrowing; Oracle dropped 8.8%, Nebius 10%, Dell 11.3% CNBC +22 more · 2026-10-15
ASML ASML 3.4× -8.7% the argument ASML reports Q3 net sales of €11.66B, vs. €11.72B est., a €4.96B net profit, vs. €4.1B est., and raises its 2026 net sales forecast from €43B-€45B to €44B-€45B CNBC +4 more · 2026-10-15
ORCL Oracle 2.9× +1.3% consensus Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+ Reuters +11 more · 2026-10-29
NVDA Nvidia 2.6× -6.0% the argument Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct Reuters +15 more · 2026-10-29
0100.HK MiniMax Group 2.5× -35.5% the argument Chinese state media: DeepSeek and MiniMax completed registration and won approval to open-source and deploy AI models overseas under proposed export controls Bloomberg +4 more · 2026-10-23
TSM TSMC 2.3× -5.5% the argument A look at TSMC's first plant in Phoenix that has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers New York Times +1 more · 2026-10-27
MRVL Marvell Technology 2.1× -17.1% the argument Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week Bloomberg +15 more · 2026-10-29
META Meta 2.1× -15.5% the argument Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet” Engadget +3 more · 2026-10-29
STX Seagate 2.0× -23.3% the argument Sources: Seagate and Toshiba are making multibillion-dollar bids for TDK's HDD magnetic head business, competing to keep pace with AI data center storage demand Bloomberg +8 more · 2026-10-06
MSFT Microsoft 1.9× +4.2% consensus Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22% The Verge +23 more · 2026-10-29
CRM Salesforce 1.9× +2.5% consensus Inside Slack's Salesforce culture clash: Benioff didn't use Slack and had ~1 hour with CEO Butterfield pre-deal; Butterfield quit after a Davos will.i.am panel Building Slack · 2026-10-27
AMZN Amazon 1.9× -1.2% the argument Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel, lightweight, nice colors, and snappy performance, but expensive after price increases Wired +5 more · 2026-10-29
PLTR Palantir 1.5× +5.0% on baseline Q&A with Palantir CTO Shyam Sankar on diffusing intelligence, safety, AI lessons, forward-deployed engineering, Anthropic vs. the US, AI religion, and more Stratechery · 2026-10-29
GOOGL Alphabet 1.4× -16.8% on baseline Google unveils Google Multi-Party Compute (MPC), a digital-asset custody and security service in private preview, set for commercial availability in early 2027 CoinDesk +3 more · 2026-10-29
AMD AMD 1.2× -6.8% on baseline AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent CNBC +37 more · 2026-10-28
INTC Intel 1.2× -20.6% on baseline Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 16%+ after hours CNBC +7 more · 2026-10-29
SNDK SanDisk 1.1× -23.1% on baseline 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
BABA Alibaba Group Holding 1.0× -7.6% on baseline Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing Cohere +11 more · 2026-10-27
CBRS Cerebras Systems 0.9× -40.9% on baseline Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware CNBC +31 more · 2026-10-28

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, 0981.HK, ALAB, ANT, APLD, BE, CVLT, FTNT, GLW, NET, NUAI, RBRK, S, TENB, WULF, ZS.