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.

16 live names 2026Q4 · day 9 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. 9 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 10.0× -4.7% the argument 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
MU Micron 8.4× +3.6% consensus A Taiwan union representing Micron workers says it has secured member authorization to strike over the company's bonus scheme; the details are under discussion Reuters +1 more · 2026-10-08
NBIS Nebius Group 8.0× -9.9% the argument Nasdaq-listed neocloud Nebius acquires Inferize, whose tech helps optimize GPU utilization and reduce AI request costs, sources say for $100M to $150M CTech +1 more · 2026-10-04
ASML ASML 4.1× +0.3% consensus CTS: Chinese logic and memory chipmakers have imported 343 ASML immersion DUV lithography scanners from 2012 to early 2026, many of which can make 7nm chips Tom's Hardware +4 more · 2026-10-06
ORCL Oracle 3.6× -16.5% the argument Sources: Broadcom is trying to arrange $50B+ in financing for OpenAI's custom AI chip; Oracle is in talks with Apollo and Goldman to finance a big chip purchase Wall Street Journal +4 more · 2026-10-08
CRWV CoreWeave 3.3× -18.3% the argument An interview with CoreWeave Physical AI SVP Richard Ahlfeld on AI models failing real-world checks, the roles of synthetic data and physical tests, and more Superintelligence +1 more · 2026-10-06
SPCX SpaceX 2.8× +4.6% consensus Elon Musk claims “certain oligarchs” are stalling Starlink's India launch to protect a “monopolistic chokehold”; SpaceX signed MOUs with Jio and Airtel in 2025 CNBC +11 more · 2026-10-08
TSM TSMC 2.8× +4.3% consensus Elon Musk says his business empire will build and operate the Texas-based Terafab chipmaking project, quashing speculation about TSMC having an operational role Bloomberg +7 more · 2026-10-08
NVDA Nvidia 2.3× +2.1% consensus NYC-based Mecka, which collects human motion data to train humanoid robots, raised a $60M Series B led by Sequoia; Nvidia, M12, Samsung, and others invested too TechCrunch +4 more · 2026-10-08
META Meta 2.1× +17.5% consensus Manus' parent company Butterfly Effect raised $500M+, led by Boyu Capital and IDG, in its first funding since Beijing forced Meta to unwind its $2B acquisition CNBC +7 more · 2026-10-08
AMD AMD 2.0× +22.7% consensus AMD CEO Lisa Su says the company plans to “substantially increase” its supply in 2027 and needs “more advanced wafer capacity”, as she meets Foxconn and TSMC Reuters +4 more · 2026-10-07
AMZN Amazon 1.6× -1.1% the argument Amazon retires the Fire brand for tablets after 15 years, replacing it with Alexa Tablets that run Android and ship on October 14, including the $499 12 Pro The Verge +21 more · 2026-10-08
GOOGL Alphabet 1.5× +2.9% consensus Analysis: planned and active data center investments in Finland surpass €67B, driven by AI demand, cool climate conditions, and renewable energy access Bloomberg +1 more · 2026-10-08
MSFT Microsoft 1.5× +5.8% on baseline Google Cloud unveils a universal Gemini agent to handle multi-day enterprise workflows in Workspace, Microsoft 365, and Slack that supports several AI models VentureBeat +9 more · 2026-10-08
CRM Salesforce 1.5× -8.6% on baseline Salesforce agrees to acquire AI customer research startup Listen Labs for reportedly $2B; Listen Labs had raised a $69M Series B at a $500M valuation in January Axios +9 more · 2026-10-02
BABA Alibaba Group Holding 0.6× -6.2% left for dead Strands Labs, AWS's experimental agent-development project, unveils Strands Decider 2B, a free, open-source Jev competitor fine-tuned from an Alibaba Qwen base VentureBeat +9 more · 2026-10-02

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: 000660.KS, 005930.KS, 0100.HK, 0981.HK, ALAB, APLD, BE, CBRS, GLW, INTC, IREN, MRVL, PLTR, SNDK, WULF.