The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.
| Mechanism: | Narrative strength (price/mu | Verified sheet |
| Bull: | Record revenue/EPS momentum | Verified sheet |
| Bear: | Forward P/E ~47× vs. semi me | Verified sheet |
| 15-yr LRCX or SOX average P/E | : NOT SOURCED — do NOT inven | Verified sheet |