Wednesday, August 26, 2026

Trading Signals

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Nine NVIDIA GTC Taipei Partners in 48 Hours Signal Q3-Q4 Data Center Revenue Beat

Adobe, Microsoft, Canonical, Red Hat, Cadence, Siemens, Synopsys, NYSE, CrowdStrike, and Palantir all announced NVIDIA partnerships within a 48-hour window at GTC Taipei. Historically, multi-sector partnership clusters at GTC events precede NVIDIA quarterly revenue beats by 1-2 quarters as partners convert announcements to hardware orders. The pattern predicts NVDA data center revenue acceleration in Q3-Q4 2026.

LM Salvado•Jun 8, 2026

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What we're seeing

AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom

High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.

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Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Broadcom Inc.

Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.

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