Narratives shift overnight.
Charts update every second.
Headlines change markets in minutes.
Wallets move before most people notice.
@HeySorinAI surfaces the signal among the noise.
Try it now with the link in our bio.
Narratives are harder to fact-check than individual claims and AI is making them easier to spread. Stanford HAI Student Affinity Groups members are exploring what it takes to combat disinformation beyond fact-checking:
Narrative follows price. Expect Wall St narrative on the AI bottleneck trade to change.
New narrative: peak earnings are in.
You were warned.
TSMC delivered record Q1 2026 results: revenue up ~40%, profit up ~58%, margins above 50%, driven by AI/HPC demand.
Yet the stock reaction was Muted.
Reflecting stretched valuation and geopolitical risk, and a growing consensus that earnings growth is near its peak, so no one should be surprised the market didn’t reward the beat.
Narrative violation: "The type safety we gave up hasn’t been noticeable in any concrete way yet, especially considering our test coverage has never been better."
But exactly what we see with Rails and LLMs. They're a beautiful and effective combination.