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Can AI Drive the Next Chapter?","url":"https://247wallst.com/investing/2026/10/05/broadcom-is-up-more-than-25x-in-10-years-can-ai-drive-the-next-chapter/"},{"id":"sb:o/15a7817a26c478c1eb045d60","kind":"observation","label":"Semiconductor Engineering · 2026-10-05 · The Agentic AI Super Cycle","url":"https://semiengineering.com/the-agentic-ai-supercycle/"}],"cursor":"c1.eyJpZCI6InNiOmUvNDg1OWU0ZWZmMGFjMDNhNTNjNjUwMjljIiwibCI6ImNoaWxkcmVuIiwibyI6MTAsImsiOm51bGwsImEiOiIyMDI2LTEwLTA4VDE5OjAxOjI4LjUxMjQ4MCswMDowMCJ9","order":"newest first; we keep the 12 newest receipts for this entity. Its other observations are counted in standing.evidence.supporting but are not addressable in v1"},"relations":{"count":10,"byKind":{"co-mentioned":10},"items":[{"kind":"relation","label":"co-mentioned with ai (123 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/e0cf1ec20b9568f1281eeb0e"},{"kind":"relation","label":"co-mentioned with google (120 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/4e7a09a2eaed1c0106cb5863"},{"kind":"relation","label":"co-mentioned with project suncatcher (70 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/36e274a0cb860433c334c7de"},{"kind":"relation","label":"co-mentioned with microsoft (64 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/6dcf83440e905d225066bfab"},{"kind":"relation","label":"co-mentioned with china (55 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/3c9e71f16177d76e3303fd7b"},{"kind":"relation","label":"co-mentioned with meta (51 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/257149d38ac66ebc07f36007"},{"kind":"relation","label":"co-mentioned with looks like (46 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/5eb0963ccdc9dacb93f6ce56"},{"kind":"relation","label":"co-mentioned with shopify (42 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/7e238ad31b87f7f1048ee56b"},{"kind":"relation","label":"co-mentioned with moss (41 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/6d10880a7ac7b2213f0a4a67"},{"kind":"relation","label":"co-mentioned with security russians (40 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/0f8c16759533073979468889"}],"cursor":null,"order":"situations first, then claims (the subject's own maintained record, then site-wide corroborated clusters; each label ends with its standing), then co-mentions by shared documents, descending. 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One knowledge cutoff is served: the deploy's."},"actions":[{"verb":"unfold","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/4859e4eff0ac03a53c65029c\",\"level\":\"children\"}"},{"verb":"fold","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/4859e4eff0ac03a53c65029c\"}"},{"verb":"panOut","lit":false,"effect":"read","layer":"cantina","reason":"An entity is a root: it is contained by nothing. Pan out by following R."},{"verb":"follow","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/4859e4eff0ac03a53c65029c\",\"level\":\"relations\"}"},{"verb":"receipts","lit":false,"effect":"read","layer":"cantina","reason":"receipts are the observations below this node; unfold to reach them"},{"verb":"edge","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/4859e4eff0ac03a53c65029c\"}"},{"verb":"asOf","lit":false,"effect":"read","layer":"cantina","reason":"v1 serves one knowledge cutoff, this deploy's; walking an earlier cutoff needs retained history (EQ-REPLAY), which v1 does not keep"},{"verb":"switchObserver","lit":false,"effect":"read","layer":"cantina","reason":"the public record is the same for every observer; traversal through a Watch's lens is not served in v1"},{"verb":"readOriginal","lit":false,"effect":"read","layer":"cantina","reason":"no translation is applied on this node; every label is the source's own text"},{"verb":"save","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"saving applies to a configured Watch; configure one around this node first (free), then save it"},{"verb":"deliver","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"delivery applies to a saved Watch"},{"verb":"format","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"output format applies to a saved Watch"},{"verb":"deltaR","lit":false,"effect":"read","layer":"workshop","reason":"Delta R needs a saved Watch with a previous reading"},{"verb":"read","lit":false,"effect":"read","layer":"docking-bay","reason":"one-time Reads are parked until the Commander decides their shape (#938)"}]}