Pick N companies and a quarter; see where they hardened, where they eased, with the verbatim quotes side by side. The deterministic primitive — no LLM, just the belief-shift rows from the latest call.
Cohort presets
MU · Samsung · SK Hynix
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ASML · Tokyo Electron · Kokusai Electric · Lasertec · AMAT · LRCX · KLAC
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TSM · INTC
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NVDA · AMD · AVGO · INTC
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LITE · COHR · ANET
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AMD · INTC
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META · GOOGL · AMZN
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