Signal volume surged to 3,345 this week, up 58% from 2,118 last week — indicating heightened market activity across the semiconductor and data center ecosystem.
**Power Utility** signals jumped 107% week-over-week (14 → 29), the biggest increase across categories.
**SAMSUNG** was the most-mentioned company with 535 signal appearances across all categories.
Memory spot prices moved up an average of 114.0% week-over-week.
The **DC Build → Turbine Orders** thesis link shows strong correlation (r=0.71), reinforcing the investment chain signal.
| Category | This Week | Last Week | Change | Trend |
|---|---|---|---|---|
| HBM / Memory | 1,046 | 671 | ↑ 56% | |
| Hyperscaler Capex | 728 | 580 | ↑ 26% | |
| Gas Turbine | 654 | 572 | ↑ 14% | |
| DC Construction | 498 | 281 | ↑ 77% | |
| Macro Indicators | 326 | 0 | ↑ 100% | |
| Memory Prices | 64 | 0 | ↑ 100% | |
| Power Utility | 29 | 14 | ↑ 107% |
| Type | Spec | Price | WoW |
|---|---|---|---|
| dram | DRAM | — | +5.4% |
| hbm | HBM4 | — | — |
| dram | NAND Flash | — | — |
| nand | NAND Flash | — | — |
| dram | Server DRAM | — | — |
| dram | Memory (General) | — | — |
| nand | SSD | — | — |
| hbm | HBM | — | +26.3% |
| dram | DDR5-6000 | — | — |
| dram | DDR5 6400 | — | — |
Correlation between signal categories over the trailing 3-week window. The thesis: Macro → Capex → DC Build + HBM → Power + Turbine → Memory Prices.
Leading indicators derived from this week's signal patterns and historical correlations.
Expect increased power utility activity and gas turbine orders in 2-4 weeks as construction projects advance.
Based on: Construction signals up 77% WoW
HBM and memory demand signals likely to follow within 1-2 weeks based on historical Capex→HBM correlation (r≈0.85).
Based on: Hyperscaler signals up 26% WoW
Memory spot price pressure may emerge in coming weeks as demand narrative strengthens.
Based on: HBM signals up 56% WoW
Continued demand for power generation capacity signals sustained DC buildout momentum.
Based on: 654 turbine signals this week
Scraper health and data collection stats for the week.
| Scraper | Runs | Records | Success |
|---|---|---|---|
| news_scraper | 57 | 1774 | 100% |
| macro_scraper | 43 | 2727 | 100% |
| memory_price_scraper | 30 | 649 | 60% |
| alt_data_scraper | 17 | 680 | 100% |
| supply_chain_scraper | 17 | 136 | 100% |
| power_utility_scraper | 15 | 233 | 100% |
| pjm_queue_scraper | 14 | 29 | 100% |
| gas_turbine_scraper | 14 | 1180 | 100% |
| construction_permits_scraper | 14 | 2974 | 100% |
| em_macro_scraper | 9 | 584 | 89% |
| eia_monthly_scraper | 8 | 64 | 100% |