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.

13 live names 2026Q3 · day 31 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. 31 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
MU Micron 5.6× -24.2% the argument Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% CNBC +1 more · 2026-07-31
WULF TeraWulf 5.5× -27.9% 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 4.2× -35.4% the argument MiniMax releases H3, a video model that generates up to 15-second clips in 2K resolution with native stereo sound, and plans to release its weights within days Reuters +3 more · 2026-07-31
ASML ASML 3.0× -17.0% the argument ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ Bloomberg +29 more · 2026-07-28
SPCX SpaceX 2.8× -34.3% the argument Sources: Tesla prepared to separate its China unit before a potential SpaceX merger; advisers weighed a sale, spinoff, or closure; Musk calls it “fake news” Wall Street Journal +37 more · 2026-07-31
META Meta 2.1× -4.3% the argument Google, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this year Financial Times +11 more · 2026-07-31
CBRS Cerebras Systems 1.8× -8.1% the argument AMD is working with Cerebras to connect AMD's server racks to Cerebras wafers, running their chips simultaneously to make workloads faster; CBRS closed up 4.86% The Information +33 more · 2026-07-24
GOOGL Alphabet 1.6× -6.6% the argument Google rolls back an image generation tool in Google Earth to add “stronger guardrails” after concerns arose it can be used to create deepfake satellite imagery NPR +24 more · 2026-07-31
NVDA Nvidia 1.4× -2.5% on baseline An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management Wall Street Journal +6 more · 2026-07-31
TSM TSMC 1.3× -15.6% on baseline Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique The Information +1 more · 2026-07-30
PLTR Palantir 1.1× +4.8% on baseline In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas” CNBC +43 more · 2026-07-25
NBIS Nebius Group 1.0× -31.8% on baseline AI startup Reflection says it has signed a $1B+ deal to secure computing capacity from Nebius, including access to Nvidia chips, following a deal with SpaceX Reuters +7 more · 2026-07-14
CRWV CoreWeave 0.3× -25.8% left for dead Source: CoreWeave is exploring using financial derivatives as a potential hedge against a future drop in memory and storage chip prices, but hasn't hedged yet Reuters · 2026-07-15

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: ALAB, APLD, BE, CRM, IREN.