live evidence
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search memory, tickers, evidence
Admin key: missing
consortium
few
AI/Semis/Infra
Memory matched
Possible ideas
Needs research
Alerts to review
Ops
tickers
standing company brain
5 configured names
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live refreshed tickers
fallback
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ticker universe preview
phase 1
$COHR — Coherent
Optical/networking
PRIMARY_VERIFIED / LONG_CONTINUATION
$NVDA — Nvidia
AI accelerators
TWEET_ONLY_UNVERIFIED / LONG_UNDERREACTION
$SOUN — SoundHound AI
Agentic infrastructure
SOCIAL_VELOCITY_ONLY / FADE_SHORT_OVERREACTION
$SMCI — Super Micro Computer
Servers/ODM
SEC_VERIFIED / FADE_SHORT_DILUTION_RISK
$VRT — Vertiv
Power infrastructure
CREDIBLE_SECONDARY / WATCH_ONLY