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The 4 things that actually matter today. Already ranked.
Skip the pre-market scroll. One screen shows what moved, scored and linked to your names.
TODAY'S TOP SIGNALS
10Arm Launches AGI CPU Architecture
COMPUTE · LAUNCH · 7h
10SK Hynix Orders $8B in ASML EUV Tools
MEMORY · CONTRACT · 8h
10Applied Optoelectronics 800G Transceiver
NETWORKING · CONTRACT · 12h
10Microsoft AI-Nuclear Partnership
ENERGY · PARTNERSHIP · 8h
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See when your thesis is weakening — before everyone else.
When the evidence changes, you see it before the narrative catches up.
84DOMINANT CONTESTED
AI agents need payment rails — Mastercard and Google own the chokepoint
82DOMINANT
China's domestic chip push will cut NVIDIA's China revenue below 10%
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Catalysts, key risks, and what changed — linked to each company in your book.
GHOST MODE
Multi-year capital commitments from hyperscalers lock in demand floor even as spot GPU prices soften.
Crosscurrents 55▲ / 4▼
Morning prep in 5 minutes
A daily brief that tells you what changed and why it matters.
What changed overnight, linked to your names. Read it in 5 minutes. Walk in prepared.
DAILY CHAIN — MAR 25
Signals scored23
Narratives updated4
Regime shiftMRS ▲ 82
Names affected12
See it two quarters early
Spot supply shortages before they show up in guidance and earnings.
Compute, memory, and power bottlenecks are visible now — not next quarter.