The feed

Atomic signals from the coverage record — lens takes, coverage-vs-price charts, the numbers that moved. Every card opens a real page.

◆ lens The Graham lens on Alphabet cautious Alphabet’s lower share price has not settled Graham’s margin-of-safety question while spending exceeds operating cash and investment marks account for much of reported profit. ▬ library 7 Powers Seven barriers that actually hold, and the test each has to pass: does the advantage survive a competitor who knows exactly what you are doing? ◆ lens The Thaler lens on Fortinet cautious Fortinet’s post-earnings decline supplies a reference price, while its product and security records leave investor and customer decisions largely unobserved. ▮ signal Oracle: coverage against price Sharpest recent signal: launch -40pts. chart → ▮ signal Nvidia: coverage against price Sharpest recent signal: competitor +23pts. chart → ▮ signal SpaceX: coverage against price Sharpest recent signal: financial +30pts. chart → ▮ signal Microsoft: coverage against price Sharpest recent signal: financial +22pts. chart → ▮ signal CoreWeave: coverage against price Sharpest recent signal: launch -50pts. chart → ▮ signal Alphabet: coverage against price Sharpest recent signal: competitor +11pts. chart → # number 89 Oracle hyperedges referencing 'Abilene,' Texas most are near-duplicate extractions of a single March 2026 report — Oracle and OpenAI walking away from a planned expansion there, which Microsoft picked up instead → # number 193 articles, 2026Q1 2.3× the trailing 8-quarter average → # number 150 SpaceX articles in TEXXR's corpus, Q2 2026 — the IPO quarter vs. a 12-article quarterly average across 2024–2025 — about 12.5x →