The registry

Companies

Every name we hold a dossier on, grouped by what it actually sells.

A name earns a dossier two ways: the record carries enough coverage to show an arc, and that arc is worth reading. Some are the obvious ones. More of them are the second-order names — the supplier, the landlord, the lessor — where the exposure is real and the coverage is thin.

A dossier is not a recommendation. Each one traces how the coverage record framed the company over time: where coverage volume ran ahead of price, where it lagged, which relationships the knowledge graph has recorded and which it has somehow never seen. No ratings, no price targets. Read the methodology for how the record is assembled, or the trends for the mechanisms that cut across these names.

Chips

000660.KS SK Hynix The world's largest HBM supplier had no page in this coverage until now — its record shows Nvidia picking a winner in memory well before Samsung's marketing caught up. ₩1418000.00 -7.1% Second-order 005930.KS Samsung Electronics A dated 2024–2026 arc of Nvidia test failures and comebacks — real events, not commentary — but the freshest hard number still hands SK Hynix the volume. ₩225000.00 -3.0% Second-order 0981.HK SMIC SMIC's 7nm chip has been confirmed four times by the same outside teardown lab — the claims about how it was built have sat unresolved in TEXXR's graph for up to three years. HK$42.98 -4.4% Second-order ALAB Astera Labs Astera Labs sells the retimers every AI rack needs more of — yet TEXXR's knowledge graph has never once recorded its ties to Nvidia, AMD or Amazon. 258.70 -10.9% Frontier AMD AMD TEXXR's record has run AMD as tech's permanent second source since at least 2015 — but 2026's coverage shows a company signing its own hyperscaler deals, on a stock that gained 186% in three months and then fell 26% in one. 504.80 -10.9% Second-order ASML ASML One company builds the machine that prints every leading-edge chip — which puts it inside more export-control fights than any other name in the record. 1565.90 -6.5% Second-order AVGO Broadcom Broadcom designs the custom chips Google, Meta and OpenAI run. Since May it has also helped its buyers pay, with a lease backstop worth up to $29 billion and a $42 billion note facility for Anthropic's rent. 326.08 -5.5% Second-order CBRS Cerebras Systems Two withdrawn IPO filings and two years later, Cerebras reached Nasdaq — and its two biggest customers are turning into shareholders. 109.18 -5.2% Frontier INTC Intel Intel beat its own Q3 forecast, then guided Q4 about $1.8 billion below analysts as memory prices slowed PC sales and an accident shut its Israel fab. 65.76 -28.6% Second-order MRVL Marvell Technology Marvell builds the chips hyperscalers design instead of buying — but a year of coverage shows talks, an investment, and one acquisition, and not one confirmed shipment. 196.40 -10.1% Second-order MU Micron A US-listed pure-play on the memory wall — where AI's hunger for HBM flipped a boom-bust commodity into an input Wall Street now prices like oil. 884.74 -5.3% Second-order NVDA Nvidia TEXXR's coverage of Nvidia set a quarterly record in 2026Q3, after the stock's April record close and before its October one. 204.64 -4.2% Mag 7 SNDK SanDisk SanDisk sells NAND flash, not the DRAM or HBM the AI trade is actually short of — and its stock tracks Micron and the Korean memory makers most tightly exactly when that complex is under stress. 1150.89 -13.5% Second-order STX Seagate Seagate makes hard drives, not memory chips. The coverage record files it with the memory makers, its stock moves almost in step with Western Digital's, and since August the record has gone nearly quiet while the price kept falling. 644.58 -8.0% Second-order TSM TSMC Apple's TSMC bill ran from $2B to $24B in eleven years, yet fell to a fifth of TSMC's revenue — the plainest number for how one foundry became everyone's chokepoint. 406.13 -6.0% Second-order

Neocloud

APLD Applied Digital Applied Digital turned a bitcoin miner's power contracts into $36B of data-center leases — proof grid access, not silicon, is the scarce asset now. 17.82 -8.2% Frontier CRWV CoreWeave CoreWeave supplies compute to OpenAI, Meta and Anthropic while Nvidia owns a stake, sells it chips, and stands ready to buy back what it can't rent out. 54.87 -9.7% Frontier IREN IREN A bitcoin miner that fell to about a dollar rebuilt itself on the one input capital cannot buy forward — energized power — and in May Nvidia paid to prove it. 23.95 -8.8% Frontier NBIS Nebius Group What's left of a $31B Russian tech giant, gutted by war and sanctions, relisted on Nasdaq and pivoted whole into renting Nvidia GPUs to Microsoft and Meta. 154.14 -10.4% Frontier SPCX SpaceX A rocket company, a satellite network and an AI lab traded as three stories for a decade — then became one stock, each half still behaving differently. 134.72 -6.4% Frontier WULF TeraWulf TeraWulf turned a retired coal plant's grid into Google-backstopped AI leases, then signed a $19B Anthropic lease in Kentucky. 11.73 -8.0% Frontier

Infra

BE Bloom Energy Bloom's product is not the fuel cell. It is the one power plant a county will permit — which is what Oracle bought when its gas turbines would not clear. 203.17 -8.6% Second-order CEG Constellation Energy Constellation didn't build a reactor for the AI boom — it restarted one that already had a federal license, the one asset on the power wall that no amount of capital can produce on a faster clock. 262.38 -0.8% Second-order GLW Corning Corning had no AI story in the TEXXR record until 27 January 2026. In the nine months since, TEXXR has logged 13 articles naming it, against six in the two years before. 123.31 -4.3% Second-order NUAI New Era Energy & Digital A helium company that became a data-centre developer owns 493 acres in Odessa, has no signed tenant, a power contract signed only in September, and a first quarter its own audit committee told investors to stop relying on. 2.73 -4.2% Frontier

AI Labs

0100.HK MiniMax Group A Shanghai model lab beat OpenAI and Anthropic to a public listing, then showed Hong Kong traders what an 80%-plus round trip looks like on a 5% float. HK$161.30 -4.0% Frontier ANT Anthropic Anthropic has booked $19.2 billion of compute expense since 2023, against more than that in revenue. Its S-1 names compute deals worth more than thirty times as much. Frontier BABA Alibaba Group Holding Alibaba flipped Qwen from open to closed and back to open in five months, and its flagship model's claim to rank second only to Anthropic's Fable 5 rests on Alibaba's own benchmarks — inside a record that also holds Anthropic's accusation that Alibaba illicitly extracted Claude's model capabilities. 98.04 -1.5% Second-order

Big Tech

AMZN Amazon Amazon closed its AGI lab and was caught overspending on Anthropic's Claude internally, then within eight days completed a $50 billion stake in OpenAI and posted AWS's fastest growth since 2021. 240.35 -1.4% Mag 7 GOOGL Alphabet Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and lost a Nobel laureate to. The record untangles it. 279.84 -1.4% Mag 7 META Meta Meta has raised the floor of its 2026 spending forecast three times since January, and its shares fell the day after four of its last five reports. 614.99 -1.5% Mag 7 MSFT Microsoft Microsoft called OpenAI a competitor in a 2024 filing. Two renegotiations later, it is swapping some of OpenAI's models out of its own apps. 521.91 -1.6% Mag 7 ORCL Oracle Oracle's borrowings reached $129.5 billion and its capex hit $55.7 billion in fiscal 2026, the year its free cash flow fell to a $23.7 billion outflow — the AI-capex loop's plainest look yet at what building this fast costs a balance sheet. 130.67 -6.4% Second-order

SaaS

CRM Salesforce AI agents don't need seats, and Salesforce built its business selling them by the seat. The coverage record tracks its answer to the threat. 229.17 -0.8% Second-order CVLT Commvault Recovery has a growing subscription base; the next test is how much customer cash remains after compensation and financing. 165.13 -3.8% Second-order FTNT Fortinet Fortinet's product sales have accelerated. The test is whether new appliances produce durable service revenue while the vendor keeps its own systems secure. 136.08 -2.2% Second-order NET Cloudflare Cloudflare's PHP response shows why its network matters. The financial test is whether useful defenses and developer tools produce durable paid growth. 280.70 -9.5% Second-order PLTR Palantir Tech's most argued-over stock — the coverage record shows how the argument itself changed shape. 184.11 -6.3% Mag 7 RBRK Rubrik Recovery now reaches beyond stored data to the identities and AI agents that can change it. 124.15 -7.1% Second-order S SentinelOne Half or more of SentinelOne's ARR comes from outside endpoint security, while stock pay still exceeds its reported operating gains. 25.15 -2.2% Second-order TENB Tenable Tenable One reached half of new sales in Q2 2026; the next test is whether broader products can lift company growth beyond single digits. 50.75 -2.0% Second-order ZS Zscaler The move from protecting employee access to governing AI actions now has to earn its place in revenue. 237.83 -4.0% Second-order