The feed
Atomic signals from the coverage record — lens takes, coverage-vs-price charts, the numbers that moved. Every card opens a real page.
signal
SpaceX: coverage against price
Sharpest recent signal: financial +30pts.
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number
158 SpaceX articles in TEXXR's corpus, Q2 2026 — the IPO quarter
vs. a ~16-article quarterly average across 2024–2025 — roughly 10x the trailing baseline
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signal
MiniMax Group: coverage against price
Sharpest recent signal: peak 11 in 2026Q1.
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number
79.7% round trip: MiniMax's slide from its March 2026 peak
from the roughly HK$1,330 March peak to the HK$270 September 11 close
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moved
What moved: The Chokepoint Rotation
2026-01-28ASML reports record Q4 bookings of €13.2B against a €6.32B estimate — the order book that makes the rest of the year's price fight possible.
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moved
What moved: The Chokepoint Rotation
2026-06-10ASML's stock is up 64% year to date but trailing the US chip sector, as spending shifts to etching and advanced packaging.
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moved
What moved: The Chokepoint Rotation
2026-06-24Micron reports fiscal Q3 revenue up 346%, a quarter larger than its whole prior fiscal year.
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moved
What moved: The Chokepoint Rotation
2026-07-15ASML raises full-year guidance for the second time, to €43B–€45B.
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moved
What moved: The Chokepoint Rotation
2026-07-16Sources cited by The Information say ASML discussed higher EUV prices with TSMC, planned to charge 10% more for DUV systems, and met resistance from TSMC.
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moved
What moved: The Chokepoint Rotation
2026-07-29SK Hynix reports operating profit up 557%, below estimates, and the sector sells off anyway.
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moved
What moved: The Chokepoint Rotation
2026-07-30Samsung reports operating profit up 1,814% on AI memory demand.
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moved
What moved: The Chokepoint Rotation
2026-08-06Nvidia is reported to be weighing lower-memory Rubin Ultra configurations over potential HBM supply, with at least three configurations tested.
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