Living narratives

Stories

Each story is a durable cluster of tickers + authors + a thesis, tracked across weekly runs with a measured lifecycle.

storysignalsdeep divelifecyclebornlast seen#tickerstickers
Breadth rotation away from megacap1164/24h · 761/d avgdeep divepeak2026-07-032026-08-239DIA, IWM, MDY, NDX, QQQ, RSP, SPX, SPY …
Neocloud scarcity versus overbuild846/24h · 353/d avg ▲deep divepeak2026-07-032026-08-234CRWV, HIVE.TO, IREN, NBIS
Enterprise software value rebound525/24h · 230/d avg ▲deep divepeak2026-07-192026-08-236ADBE, ADSK, CRM, NOW, SNPS, WDAY
AI memory scarcity repricing384/24h · 806/d avgdeep divepeak2026-05-252026-08-237DRAM, MU, SKHY, SKHYNIX, SNDK, STX, WDC
Space connectivity consolidation wave153/24h · 105/d avgdeep divepeak2026-07-032026-08-239ASTS, BKSY, IRDM, LUNR, PL, RDW, RKLB, VOYG …
Optical bottleneck capacity squeeze123/24h · 128/d avgdeep divepeak2026-07-032026-08-237AAOI, AXTI, COHR, CRDO, GLW, LITE, MTSI
Crypto rails institutional adoption88/24h · 77/d avgdeep divepeak2026-07-032026-08-234ASST, DFDV, SATA, STRC
GLP-1 obesity optionality87/24h · 50/d avgdeep divepeak2026-07-052026-08-236ASND, KLRA, LLY, NOVO_B, NVO, VKTX
Cybersecurity leadership breakout72/24h · 38/d avgdeep divepeak2026-07-032026-08-235DDOG, NET, NTSK, PANW, ZS
Quantum security momentum basket8/24h · 53/d avg ▼deep divepeak2026-06-222026-08-235INFQ, IONQ, QBTS, QUBT, RGTI
Custom silicon displacement fight2683/24h · 2060/d avgdeep divebuilding2026-07-032026-08-2310AAPL, AMD, AMZN, GOOG, GOOGL, META, MRVL, MSFT …
Altcoin beta rotation726/24h · 762/d avgdeep divebuilding2026-07-052026-08-2311AAVE, BITO, BTC, BTCUSD, COIN, CRCL, ETH, ETHA …
Consumer growth absorbs execution shocks310/24h · 161/d avgdeep divebuilding2026-08-092026-08-235AFRM, HOOD, OSCR, SOFI, ZETA
Gold breakout meets tactical trimming106/24h · 73/d avgdeep divebuilding2026-08-162026-08-236GLD, GLL, IAU, SILJ, SL, SLV
Miner-to-AI compute rerating72/24h · 71/d avgdeep divebuilding2026-07-052026-08-238CIFR, CLSK, CORZ, HUT, NUAI, RIOT, SLNH, WULF
Sector rotation scorecard65/24h · 51/d avgdeep divebuilding2026-07-052026-08-2311XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE …
Refiner margin breakout45/24h · 22/d avg ▲deep divebuilding2026-07-192026-08-235DINO, MPC, PARR, PSX, VLO
Yield ETF growth wrappers35/24h · 19/d avgdeep divebuilding2026-07-052026-08-239GPIQ, GPIX, NEHI, OVL, QQQI, ROCQ, SOXY, TDAQ …
Precision medicine momentum premium28/24h · 34/d avgdeep divebuilding2026-07-262026-08-235DNA, MRVI, PSNL, SDGR, TEM
Earnings calendar dispersion20/24h · 17/d avgdeep divebuilding2026-07-192026-08-234HD, LOW, TGT, TJX
Low-float news runner tape16/24h · 12/d avgdeep divebuilding2026-07-052026-08-2312AIXC, BIVI, CAST, EHGO, MSS, PFSA, RCON, TNON …
Cross-sector quality revisions3/24h · 1/d avg ▲deep divebuilding2026-07-262026-08-234FLXS, FN, XP, YALA
Altcoin adoption breakout attempt183/24h · 160/d avgdeep diveborn2026-08-232026-08-238ADA, BNB, HYPE, LINK, SOL, SUI, XRP, ZEC
Cloud data leadership breakout141/24h · 44/d avg ▲deep diveborn2026-08-232026-08-236DOCN, GTLB, IOT, MDB, RBRK, SNOW
Cancer vaccine validation rerating79/24h · 97/d avgdeep diveborn2026-08-232026-08-238COCP, MRK, MRNA, MRNX, MRNY, ONCY, SMMT, TWST
Global autos autonomy reset60/24h · 37/d avgdeep diveborn2026-08-232026-08-238BYD, F, GM, LCID, LI, NIO, RIVN, TM
Retail earnings valuation test38/24h · 77/d avgdeep diveborn2026-08-232026-08-234BABA, COST, TCEHY, WMT
Premarket runners chase liquidity18/24h · 18/d avgdeep diveborn2026-08-232026-08-239FIEE, IPST, IVF, MYSZ, OSRH, TRUG, UCL, XPON …
AI grid capacity accumulation15/24h · 17/d avgdeep diveborn2026-08-232026-08-236AEP, CMS, DTE, FE, VIST, VST
Copper scarcity breakout13/24h · 20/d avgdeep diveborn2026-08-232026-08-234BHP, FCX, SCCO, TECK
Thematic income wrapper rotation10/24h · 10/d avgdeep diveborn2026-08-232026-08-237BLOX, FETH, GIAX, GLDN, KGLD, MLPI, SLVX
Earnings beats reward execution6/24h · 7/d avgdeep diveborn2026-08-232026-08-234BURL, FLO, OSIS, ROST
Earnings revisions widen leadership0/24h · 0/d avg ▼deep diveborn2026-08-232026-08-234AUNA, KEYS, MRCY, ZTO
Wafer equipment cycle resilience51/24h · 42/d avgdeep divesteady2026-08-162026-08-235AMKR, ASML, ASX, SIMO, TSM
Passive growth accumulation persists39/24h · 22/d avgdeep divesteady2026-08-162026-08-2310IVV, SCHD, SCHG, SGOV, SPYM, VEU, VOO, VT …
Payment-rail volume durability27/24h · 51/d avgdeep divesteady2026-08-022026-08-232MA, V
Cross-sector earnings dispersion persists23/24h · 153/d avg ▼deep divesteady2026-08-162026-08-238BMO, BNS, DKS, INTU, PDD, TD, XPEV, ZM
Nuclear power scarcity bid7/24h · 8/d avgdeep divesteady2026-07-192026-08-232ASPI, UUUU
Low-float runners outrun catalysts6/24h · 8/d avgdeep divesteady2026-08-162026-08-236AMBX, GOSS, HOWL, JUNS, SUGP, USDE
Morning runners seek confirmation1/24h · 1/d avgdeep divesteady2026-08-162026-08-236AUUD, EJH, ENRD, SGLY, SXTC, XOS
Private space unlock squeeze383/24h · 315/d avgdeep divefading2026-08-162026-08-165DXYZ, PWRL, SPCX, TSLA, VCX
Crude bottom retest55/24h · 22/d avg ▲deep divefading2026-07-052026-08-166BP, COP, CVX, SHEL, TTE, XOM
Enterprise hardware breakout reset38/24h · 26/d avgdeep divefading2026-08-162026-08-164DELL, HPE, NTAP, TSSI
IPO earnings catalysts resist cohesion35/24h · 26/d avgdeep divefading2026-08-162026-08-167CBRS, CSCO, DGXX, ENVX, NNE, STUB, VICR
Retail growth dip-buying34/24h · 41/d avgdeep divefading2026-08-022026-08-166DLO, GRAB, KSPI, MELI, NU, SE
Meme dilution breaks sponsorship27/24h · 16/d avgdeep divefading2026-08-162026-08-163AMC, EBAY, GME
Defense autonomy procurement wave20/24h · 115/d avg ▼deep divefading2026-06-222026-08-167AMPX, AVAV, KTOS, LPTH, RCAT, SPAI, UMAC
Silver miners breakout attempt19/24h · 13/d avgdeep divefading2026-07-052026-08-166ABX.NE, AEM, AG, B, CDE, NEM
Dollar policy divergence battle14/24h · 10/d avgdeep divefading2026-08-162026-08-167FXA, FXB, FXC, FXE, FXY, UDN, UUP
Berkshire cyclical portfolio rotation11/24h · 5/d avg ▲deep divefading2026-08-162026-08-164DAL, DHI, LEN, M
Retail optionality seeks squeeze8/24h · 10/d avgdeep divefading2026-08-092026-08-163ACHR, BA, JOBY
Premarket microcap squeeze tape5/24h · 6/d avgdeep divefading2026-07-052026-08-166AKAN, CAPR, ONFO, SURG, SXTC, WETO
Alternative assets regain momentum3/24h · 7/d avgdeep divefading2026-08-092026-08-165APO, BAM, BN, BX, KKR
Chinese runner tape stays promotional0/24h · 2/d avg ▼deep divefading2026-08-162026-08-166AIHS, FRTT, GLE, PLAG, WXM, WYHG
AI accelerator leadership fight1443/24h · 1447/d avgdeep divedead2026-07-192026-08-027AMD, ARM, AVGO, INTC, NVDA, QCOM, TSM
Crypto rails institutionalization301/24h · 907/d avg·dead2026-06-222026-06-2221ASST, BMNR, BTBT, BTC, COIN, CRCL, DOGE, ETH …
Custom silicon displacement fight262/24h · 1062/d avg ▼deep divedead2026-05-252026-07-0512AAPL, AMZN, GOOG, GOOGL, HOOD, IBM, META, MSFT …
Macro whipsaw and commodity hedges207/24h · 1075/d avg ▼deep divedead2026-06-222026-07-128031980, 036930, 042700, 089030, 089970, 095610, 240810, 403870
SpaceX halo public proxies171/24h · 800/d avg ▼deep divedead2026-05-252026-05-2519ASTS, BKSY, FJET, FLY, NASA, PL, RDW, RKLB …
Bitcoin treasury flywheel154/24h · 547/d avg ▼deep divedead2026-05-252026-05-2526ASST, AVAX, BKKT, BMNR, BNB, BTCUSD, CLSK, COIN …
Neocloud compute capacity rerating152/24h · 571/d avg ▼·dead2026-06-222026-06-2220APLD, BRUN, CBRS, CIFR, CLSK, CORZ, CRWV, DELL …
Neocloud compute land grab151/24h · 567/d avg ▼deep divedead2026-05-252026-05-2518AKAM, APLD, BTDR, CIFR, CORZ, CRWV, DELL, DOCN …
Healthcare rotation and obesity optionality148/24h · 82/d avgdeep divedead2026-07-032026-07-057DUOL, ELV, HIMS, OSCR, SPOT, UNH, ZETA
Macro breakout risk barbell119/24h · 529/d avg ▼deep divedead2026-05-252026-05-2527CL_F, DJI, DXY, GDX, GLD, IWM, NDX, NQ …
Advanced packaging capacity squeeze108/24h · 263/d avgdeep divedead2026-05-252026-05-2516AEHR, AMAT, AMKR, ASML, ASX, BESI, INTC, KLIC …
Telecom satellite disruption93/24h · 68/d avgdeep divedead2026-07-032026-07-035ASTS, NOK, QCOM, T, VZ
AI photonics bottleneck chase92/24h · 282/d avg·dead2026-06-222026-06-2217AAOI, AEHR, AXTI, CIEN, COHR, CRDO, GFS, GLW …
Korea collateral unwind90/24h · 64/d avgdeep divedead2026-07-032026-07-263SMH, SOX, SOXX
Turnaround earnings resist uniformity87/24h · 32/d avg ▲deep divedead2026-08-092026-08-096CGC, CLMT, TTWO, UAA, VST, WEN
Photonics interconnect scarcity78/24h · 223/d avgdeep divedead2026-05-252026-05-2518AAOI, ALAB, AXTI, COHR, CRDO, GLW, HIMX, IQE …
Software monetization rotation71/24h · 391/d avg ▼deep divedead2026-05-252026-07-262IBM, NOW
Consumer platform reset62/24h · 50/d avgdeep divedead2026-08-022026-08-095DIS, LYFT, RBLX, SHOP, UBER
Advanced packaging capacity squeeze53/24h · 168/d avgdeep divedead2026-06-222026-08-025AMKR, CLS, NVTS, RMBS, SANM
AI fabric bandwidth squeeze52/24h · 36/d avgdeep divedead2026-08-092026-08-095ALAB, ANET, CLS, CRDO, LSCC
Space liquidity and SpaceX proxies50/24h · 484/d avg ▼·dead2026-06-222026-06-2221ARKK, ASTS, CAST, FLY, HAWK, LUNR, MDA, MNTS …
SK Hynix access squeeze49/24h · 53/d avgdeep divedead2026-07-122026-07-124HY9H, KXIAY, SKHY, SKHYV
Korean memory price squeeze48/24h · 48/d avgdeep divedead2026-07-052026-07-124ALAB, APH, CRDO, SMTC
AI genomics biotech rotation45/24h · 46/d avgdeep divedead2026-07-052026-07-059ARKG, CRSP, IBRX, ILMN, NTLA, NWBO, PRME, TEM …
AI server hardware reset45/24h · 41/d avgdeep divedead2026-07-262026-07-263DELL, HPE, SMCI
Biotech catalyst and M&A optionality44/24h · 197/d avg ▼·dead2026-06-222026-06-2219ABBV, ABCL, ABVX, CNTX, CRVO, CYTK, ERAS, EWTX …
Futures trend continuation43/24h · 32/d avgdeep divedead2026-07-122026-07-125ES, NQ, RTY, XSP, YM
Oil ETF escalation hedge40/24h · 30/d avgdeep divedead2026-07-192026-08-024BNO, OIL, UCO, USO
Futures rebound tests resistance40/24h · 31/d avgdeep divedead2026-08-092026-08-094ES, NQ, RTY, YM
GLP-1 franchise expansion38/24h · 178/d avg ▼deep divedead2026-05-252026-05-255ABVX, HIMS, LLY, NVO, VKTX
Quality cash-flow participation34/24h · 39/d avgdeep divedead2026-07-262026-08-0213BATS, BMY, BTI, COST, EME, GSK, HSY, MO …
AI power scarcity trade33/24h · 165/d avg ▼deep divedead2026-05-252026-05-2522BLDP, CEG, ENPH, EOSE, F, FCEL, FLNC, GEV …
AI infrastructure earnings breadth33/24h · 66/d avgdeep divedead2026-08-022026-08-025BE, GLW, KLAC, TER, VRT
AI power grid scarcity32/24h · 208/d avg ▼deep divedead2026-06-222026-07-129BBAR, BMA, GGAL, PAM, PAMP, SUPV, TGS, VIST …
Financials and market plumbing breakout32/24h · 100/d avgdeep divedead2026-06-222026-07-265BMNR, COIN, CRCG, CRCL, MSTR
Healthcare platform recovery31/24h · 155/d avg ▼·dead2026-06-222026-06-2210ABT, BFLY, HIMS, ISRG, OSCR, TEM, TMDX, TWST …
Bank capital-return breakout26/24h · 35/d avgdeep divedead2026-07-052026-08-029BAC, C, GS, HSBC, JPM, MS, SCHW, UBS …
Physical AI autonomy stack25/24h · 195/d avg ▼deep divedead2026-05-252026-05-2515AEVA, AMBA, AVAV, BBAI, HYLN, KOPN, KRKNF, KTOS …
Emerging market platform rebound25/24h · 123/d avg ▼deep divedead2026-06-222026-07-1212DUOL, FOUR, GRAB, HIMS, LMND, ONDS, OSCR, RDDT …
China platform valuation rebound24/24h · 56/d avgdeep divedead2026-07-052026-07-057BABA, BIDU, FXI, JD, KC, KWEB, TCEHY
Strategic minerals sovereignty bid22/24h · 36/d avgdeep divedead2026-08-092026-08-097CRML, LAC, MP, NB, TMC, USAR, UUUU
Space infrastructure bottoming21/24h · 14/d avgdeep divedead2026-07-192026-07-198FLY, LHX, LUNR, MDA, PL, RDW, SATL, VOYG
Dollar regime crosscurrents20/24h · 12/d avgdeep divedead2026-07-262026-07-269CNY, FXA, FXB, FXC, FXE, FXF, FXY, UUP …
China recovery versus regulation19/24h · 63/d avg ▼deep divedead2026-05-252026-05-2511BABA, BIDU, BYDDY, CPNG, FUTU, FXI, JD, KWEB …
Strategic minerals security bid19/24h · 33/d avgdeep divedead2026-07-052026-07-196CRML, LAC, MP, UAMY, USAR, UUUU
Argentina reform equity bid19/24h · 13/d avgdeep divedead2026-07-122026-08-024GGAL, PAMP, VIST, YPF
Copper shortage miner bid18/24h · 27/d avgdeep divedead2026-07-122026-07-127BHP, COPX, FCX, HBM, RIO, SCCO, TECK
Social-platform monetization reset17/24h · 13/d avgdeep divedead2026-08-022026-08-022RBLX, RDDT
Token catalyst rotation15/24h · 13/d avgdeep divedead2026-08-022026-08-025BEAT, EIGEN, ENA, SUI, ZAMA
Korean memory contract surge14/24h · 21/d avgdeep divedead2026-08-022026-08-022000660.KS, 005930.KS
Physical AI autonomy rerate13/24h · 12/d avgdeep divedead2026-07-032026-07-1210AEVA, ALNT, AMBA, AMBQ, CGNX, HIMX, NOVT, OUST …
Earnings surprise watchlist13/24h · 9/d avgdeep divedead2026-07-192026-08-026AAL, ALK, DAL, JBLU, LUV, UAL
Global index breakout breadth13/24h · 8/d avgdeep divedead2026-07-052026-08-097AEX, CAC, DAX, DJIA, FTSE, NDAQ, UKX
Earnings beat quality screen12/24h · 16/d avgdeep divedead2026-07-052026-08-094AXP, BAC, KO, PEP
Retail microcap runner tape9/24h · 7/d avgdeep divedead2026-07-122026-07-129BYRN, DAL, FRMI, NTIC, PEP, SLP, SMPL, VOD …
AI power scarcity beneficiaries8/24h · 8/d avgdeep divedead2026-07-032026-08-022CEG, POWL
Federal quantum funding wave7/24h · 31/d avg ▼deep divedead2026-05-252026-05-2511ARQQ, BTQ, HON, INFQ, IONQ, LAES, QBTS, QTEX …
Strategic minerals reshoring6/24h · 27/d avg ▼deep divedead2026-05-252026-05-259CRML, FCX, LAC, LEU, MP, UAMY, USAR, UUUU …
Financial earnings breadth6/24h · 5/d avgdeep divedead2026-07-192026-07-267CB, COF, EWBC, FUTU, IBKR, NLY, WAL
Biotech premarket catalyst chase5/24h · 3/d avgdeep divedead2026-07-192026-07-199AGEN, BW, ELPW, FTRK, LGPS, MIMI, MTNB, PLSM …
Starlink fear proves overdone5/24h · 7/d avgdeep divedead2026-08-092026-08-093T, TMUS, VZ
Low float swing setups4/24h · 10/d avgdeep divedead2026-07-122026-08-096ADGM, AMIX, ENSC, NUWE, TNMG, XHLD
Short-squeeze liquidity cascade2/24h · 2/d avgdeep divedead2026-07-262026-07-265AGMH, OMH, STAK, TC, YMT
Microcap halt-and-volume chase1/24h · 4/d avg ▼deep divedead2026-07-052026-07-0510AZI, DCOY, INLF, NCRA, NNBR, PETS, SRFM, TNMG …
AI connectivity crowding test1/24h · 4/d avg ▼deep divedead2026-07-122026-07-129DRMP, GLDN, ISBG, ISSB, KYLD, ODTE, SLVX, SPCI …
Media merger regulatory fight1/24h · 8/d avg ▼deep divedead2026-07-262026-07-263PARA, PSKY, WBD
Microcap catalyst squeeze1/24h · 2/d avgdeep divedead2026-07-192026-08-096CYCU, DFNS, EDBL, FCUV, FUSE, PRFX
Consumer rebound quality test0/24h · 0/d avgdeep divedead2026-07-032026-07-126AZZ, HELE, LEVI, NRIX, PCYO, PSMT
Squeeze mechanics over fundamentals0/24h · 1/d avg ▼deep divedead2026-07-032026-07-1210AEHL, CIRC, ILLR, INHD, IQMX, JLHL, NAMI, PTLE …
Psychedelic biotech M&A halo0/24h · 3/d avg ▼deep divedead2026-07-192026-07-197ATAI, CDNA, CMPS, DFTX, GHRS, HELP, OPTH
China microcap gappers0/24h · 3/d avg ▼deep divedead2026-07-122026-07-265EHGO, EZGO, LGCL, PLAG, WBUY
Regional financial earnings pop0/24h · 0/d avgdeep divedead2026-07-192026-08-022BOH, HOPE
China-linked gapper tape0/24h · 0/d avg ▼deep divedead2026-07-192026-08-096INLF, JLHL, RGC, YXT, ZJYL, ZYBT
Broadcast consolidation unlocks spectrum0/24h · 0/d avg ▼deep divedead2026-08-092026-08-095EVC, GTN, NXST, SBGI, SSP