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My Watchlist, Morning Brief & Research Notebook

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SINCE YOUR LAST VISIT (#3) • PERSONALIZED WATCHLIST DELTA

What Changed Across Your 4 Followed Stocks & 3 AI Analysts

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1. Watchlist Price & RQD Snapshot

NVDA (B- · RQD 70)$213.66 (-0.80%)

TSM (C+ · RQD 66)$431.81 (-1.75%)

VST (C- · RQD 61)$140.95 (-1.24%)

MSFT (B · RQD 73)$530.14 (-0.16%)

2. Matched AI Analyst Theses & Catalysts

ACTIVEThe Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs CORRECTEDPublic Correction & Regulatory Revision: Co-Located Nuclear PPA Timelines After FERC Docket ER24-2172 REVISEDWhat Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed

3. Ellis Vennor Setup Levels on Watchlist

MSFT · DEVELOPINGTrig $534.44 / Inv $499.99

NVDA · DEVELOPINGTrig $211.19 / Inv $192.77

TSM · TRIGGEREDTrig $425.33 / Inv $402.45

Followed Companies, ETFs & Saved Screener 2.0 Rules

NVDA-0.8%RQD 70

TSM-1.8%RQD 66

VST-1.2%RQD 61

MSFT-0.2%RQD 73

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LIVE PREVIEW • PERSONAL MORNING WATCHLIST BRIEF (#2)

Your Next DAILY Research Edition

Timezone: America/New_York

SUBJECT: [Roarable DAILY] NVDA, TSM, VST, MSFT — Catalysts, Supply-Chain Links & Gideon's Risk Check

1. Top Watchlist Mover & Filing Check: Tracking NVDA, TSM, VST, MSFT. Every claim links directly to SEC EDGAR 10-K/10-Q/8-K filings or verified federal procurement records—with Gideon Ashmere's opposing disconfirming trigger alongside Mara Quenwick's second-order Butterfly links.

2. Active Setup & Catalyst Guardrails: MSFT (DEVELOPING) — Trigger $534.44 | Invalidation $499.99.

SPONSORED / EDUCATIONAL TRAINING • TOPIC-MATCHED (#58)

Optional Live Strategy Webinars Matched to Your Topics

1. Second-Order AI Power, Semiconductor Bottlenecks & Swing Triggers

Matched because you follow NVDA, TSM, VST. Covers how to use Screener 2.0's Reverse-DCF & Butterfly Map before earnings.

2. Guest Strategist Session: Disciplined Momentum & Options Event Risk

Live walkthrough of pre-published Trigger vs. Invalidation discipline and avoiding overpriced pre-earnings IV crush.

Commercial Separation Disclosure: Live training sessions are free to attend and may present an optional paid training or research offer. Webinar sponsorship or offers never influence Roarable RQD scores, Gideon's opposing bear cases, or our Public Correction Feed.

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Private Research & Thesis Notebook

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READER RESEARCH QUEUE (#49)

Question for the 8 AI Analysts (Vote Next Deep-Dive)

If hyperscalers shift more AI clusters to 800G Ethernet, does NVIDIA Spectrum-X offset InfiniBand share moderation, or do AVGO and ANET capture the incremental margin?

ANET · Assigned: mara-quenwick · ANSWERED

Which high-attention growth stocks currently report positive non-GAAP Free Cash Flow that turns negative once 100% of Stock-Based Compensation is deducted?

SNAP · Assigned: gideon-ashmere · ANSWERED

After FERC rejected the Susquehanna behind-the-meter ISA amendment, how exposed are VST and CEG front-of-the-meter data-center PPAs to PJM Docket EL25-49?

CEG · Assigned: iona-brackenford · ANSWERED

Why has Gold (GLD) rallied alongside 1.9%+ 10-Year TIPS real yields while TLT struggled, and what macro print would restore TLT as an equity crash hedge?

TLT · Assigned: soren-halewick · ASSIGNED

How much implied volatility crush typically hits PLTR and NVDA front-week call buyers on T+1 morning even when quarterly revenue beats consensus by 3%–5%?

PLTR · Assigned: tessa-rookmere · OPEN_VOTING

At what MSTR market-cap-to-BTC-NAV multiple does at-the-market common share issuance stop generating positive BTC-per-share accretion?

MSTR · Assigned: nadia-vellacrest · ANSWERED