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. ₩1690000.00 -0.4% 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. ₩248500.00 -0.2% Second-order 0981.HK SMIC SMIC's 7nm chip has been confirmed three times by the same outside teardown lab — every claim about how it was built has sat unresolved in TEXXR's graph for up to two and a half years. HK$60.75 -0.9% 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. 257.04 -11.7% 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 gave back a quarter of it in one. 493.41 -4.4% 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more export-control fights than any other name in the record. 1575.15 -7.2% Second-order CBRS Cerebras Systems Two withdrawn IPO filings and two years later, Cerebras reached Nasdaq — and its two biggest customers are turning into shareholders. 181.21 -5.6% Frontier INTC Intel A hedge fund held calls on 20.2m Intel shares while the stock ran from $22.71 to $36.90, then flipped to puts at $44.13 — and Intel rose another 107% by July, through a government stake and an Apple courtship the record turned on twice. 97.19 -5.6% 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. 218.82 -7.3% Second-order MU Micron The only 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. 924.03 -5.2% Second-order NVDA Nvidia TEXXR's own coverage volume for Nvidia peaked a full quarter before the stock's all-time high did, then cooled for two quarters running. 210.96 -3.4% 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. 1551.99 -5.0% Second-order TSM TSMC Apple's TSMC bill ran from $2B to $24B in a decade — a quarter of TSMC's revenue, and the plainest number for how one foundry became everyone's chokepoint. 418.01 -3.5% Second-order

Neocloud

APLD Applied Digital Applied Digital turned a bitcoin miner's power contracts into $16B of data-center leases — proof grid access, not silicon, is the scarce asset now. 24.58 -7.0% 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. 82.98 -6.8% 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. 43.17 -1.5% 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. 212.19 -5.5% 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. 148.15 -2.0% Frontier WULF TeraWulf TeraWulf turned a retired coal plant's grid into a $19B Anthropic lease — the Google-backstopped template now repeating across the bitcoin-miner cohort. 15.47 -7.6% 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. 257.05 -6.8% 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. 264.57 -7.1% Second-order GLW Corning Corning had no AI story in the TEXXR record until 27 January 2026. Six months later, 41 of the 48 hyperedges the graph has ever logged on the company sit after that date. 143.60 -13.7% Second-order

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$234.60 -7.0% 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. 109.23 -0.1% 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. 253.54 -1.3% Mag 7 GOOGL Alphabet Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and just lost a Nobel laureate to. The record untangles it. 349.39 +3.2% Mag 7 META Meta Meta raised its 2026 spending forecast twice in four months — first past the Street's estimate, then past its own — and investors' patience ran out. 665.60 +2.7% Mag 7 MSFT Microsoft Microsoft called OpenAI a competitor in a 2024 filing. The coverage graph didn't register the shift until 2026 — and then registered it fast. 505.41 +2.0% Mag 7 ORCL Oracle Oracle's debt balance reached $156 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. 144.79 -3.6% 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. 259.43 +4.7% Second-order PLTR Palantir Tech's most argued-over stock — the coverage record shows how the argument itself changed shape. 173.31 +3.6% Mag 7