AI cycle desk
Follow the sold-out layer. Tape, filings, and geo refresh when you open this desk.
02:09 PM UTC
Live tape
Model sleeve
+1.16%
Nasdaq 100
+0.87%
+0.85% SPX
Bottleneck tape
Compute
Hottest layer today · +2.05%
Zones
Mechanical levels vs live last.
Wire
Wire is catching up. Open the tab if this stays empty.
Mechanical zones vs live last. Silence on hold and watch.
Trim
Extended
Starter
Add
Deep add
Last is live. Zone is computed.
| Name | Last | Starter | Add | Trim | Zone | Wt |
|---|---|---|---|---|---|---|
NVDA Accelerators | 218.29 | 210.00–240.00 | 185.00–210.00 | 280.00 | Starter | 12% |
AMD Accelerators | 516.13 | 400.00–440.00 | 360.00–400.00 | 550.00 | Extended | 4% |
AVGO Custom + fabric | 361.99 | 330.00–370.00 | 290.00–330.00 | 430.00 | Starter | 10% |
MU HBM / DRAM | 975.26 | 900.00–980.00 | 780.00–880.00 | 1,150.00 | Starter | 8% |
LITE Photonics | 927.03 | 760.00–840.00 | 680.00–760.00 | 1,000.00 | Extended | 6% |
VRT Thermal / time-to-power | 257.06 | 240.00–280.00 | 190.00–240.00 | 340.00 | Starter | 2% |
CRWV GPU cloud | 88.99 | 80.00–95.00 | 65.00–75.00 | 130.00 | Starter | 4% |
NBIS GPU cloud | 224.55 | 200.00–230.00 | 170.00–190.00 | 280.00 | Starter | — |
IREN Powered data centers | 43.83 | 35.00–45.00 | 28.00–34.00 | 60.00 | Starter | — |
MSFT Hyperscaler | 495.63 | 460.00–510.00 | 420.00–460.00 | 620.00 | Starter | 8% |
AMZN Hyperscaler | 256.78 | 240.00–270.00 | 215.00–240.00 | 340.00 | Starter | 7% |
CEG Nuclear + merchant power | 284.75 | 260.00–310.00 | 220.00–260.00 | 380.00 | Starter | 8% |
VST Gas / retail power | 148.38 | 130.00–155.00 | 110.00–130.00 | 190.00 | Starter | 6% |
PLTR AI applications | 167.23 | 155.00–175.00 | 130.00–150.00 | 200.00 | Starter | 4% |
Only events that can change a zone or a tripwire.
BOOK · Pre-market desk 08:00 ET
First weekday pre-open note. Tape, overnight 8-Ks, prior-session flow.
2026-09-10
3d ago
BOOK · Weekly ecosystem + SEC
Adds, removes, trims, EDGAR. Files to Drive BUILDOUT-Desk.
2026-09-13
today
MU · FQ4 FY26 after the close
HBM tightness vs an already-extended tape. Binding for tripwire #2.
2026-09-30
17d
NVDA · Hugging Face close (~$11.9B)
Phase-3 software lock-in. Does not change Phase-1 supply.
2027-H1
VRT · UIG / UtilityInnovation close
Time-to-power layer. Satellite. Starter 240–280 vs live tape.
TBD
CEG · Next AI offtake / PPA
Phase-2 confirmation for CEG, VST, PWR.
TBD
Never silent-edit the map. One line per call.
2026-09-09 · ADD-WATCH · VRT
8-K: UtilityInnovation ~$1.45B + earnout. Time-to-power. Not core on week 1.
2026-09-09 · ADD-WATCH · GOOGL
Largest tracked capex checkbook. Third ballast. Do not equal-weight.
2026-09-09 · NO-CHASE · MU
Own, don't chase. Add zone 780–880. FQ4 30 Sep is the tell.
2026-09-09 · NO-CHASE · LITE
Trim band 1000. Pre-define 25–33% scale if it extends without a rest.
2026-09-09 · WAIT · AMD
Starter waits at 400–440. Size only on a real dip.