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

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. 299.69 +20.0% Frontier 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more export-control fights than any other name in the record. 1651.44 +6.5% Second-order CBRS Cerebras Systems Two withdrawn IPO filings and two years later, Cerebras reached Nasdaq — and its two biggest customers are turning into shareholders. 203.07 +19.9% Frontier MU Micron The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. 874.66 +18.4% 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. 195.04 +2.6% Mag 7 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. 403.31 +7.6% 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. 27.97 +20.5% 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. 73.90 +21.5% 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. 38.26 +30.5% 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. 188.43 +27.1% 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. 112.20 -0.3% 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. 17.82 +18.1% 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. 207.12 +26.5% 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$230.60 +13.2% Frontier

Big Tech

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. 333.66 -0.9% 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. 539.03 -8.0% Mag 7

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. 180.71 -4.1% Second-order PLTR Palantir Tech's most argued-over stock — the coverage record shows how the argument itself changed shape. 122.26 -0.6% Mag 7