The narrative field
window 2026-07-03 → 2026-07-09 (7d) · graph v0.3.0 · 11 live themes over 19 namespropagation — did the story follow the wiring?
edge-following = share of carrier pairs that are structurally coupled on the sector graph| theme | stage | quadrant | fabula | carriers | edge-following | mode |
|---|---|---|---|---|---|---|
sovereign_compute Sovereign / national quantum — governments buy the machines | fading | quiet-truth | 73% | IONQIQMXQBTSRGTI | 100% (6/6) | structural |
roadmap_milestone Roadmap / qubit-count / next-gen chip milestones | fading | quiet-truth | 67% | INFQIONQIQMXQBTS | 100% (6/6) | structural |
ipo_listing New listings / IPO supply | fading | noise | 20% | IQMXQNTRGTI | 100% (3/3) | structural |
ai_convergence Quantum + AI convergence | peaking | re-rating | 67% | IONQIQMXZPTA | 67% (2/3) | structural |
hype_skepticism Hype vs. skepticism / valuation debate | fading | noise | 0% | HQIONQQBTS | 67% (2/3) | structural |
analyst_sentiment Analyst / Wall-Street sentiment (often factless) | fading | noise | 22% | ARQQINFQIONQIQMXQNT | 60% (6/10) | structural |
contract_wins Commercial traction — contracts, deployments, partnerships | fading | quiet-truth | 73% | INFQIQMXLAESQBTSQNT | 50% (5/10) | structural |
insider_flow Insider / manager transactions | spreading | re-rating | 100% | ARQQIQMXLAES | 33% (1/3) | jumping |
earnings_revenue Revenue / earnings inflection | fading | quiet-truth | 50% | ARQQLAESQBTS | 33% (1/3) | jumping |
pqc_revenue PQC / quantum-security is the near-term revenue story | peaking | re-rating | 67% | LAES | single carrier | – |
fault_tolerance The race to fault tolerance / logical qubits | fading | quiet-truth | 100% | QBTS | single carrier | – |
exposure matrix B_t
cell = a name's share of the theme's cohort mentions (√-scaled)quiet-truth candidates
structurally adjacent to ≥2 carriers of a contagious theme, but silent- HQ silent on ai_convergence adjacent: IONQ, ZPTA
- INFQ silent on ai_convergence adjacent: IONQ, IQMX, ZPTA
- QBTS silent on ai_convergence adjacent: IONQ, IQMX
- QNCR.CN silent on ai_convergence adjacent: IONQ, IQMX
- QNT silent on ai_convergence adjacent: IONQ, IQMX, ZPTA
- QUBT silent on ai_convergence adjacent: IONQ, IQMX
- RGTI silent on ai_convergence adjacent: IONQ, IQMX, ZPTA
- XNDU silent on ai_convergence adjacent: IONQ, IQMX, ZPTA
- BTQ silent on insider_flow adjacent: ARQQ, LAES
- ONE silent on insider_flow adjacent: ARQQ, LAES
- QNC silent on insider_flow adjacent: ARQQ, LAES
jumping spread
contagious + unwired + thin fabula = narrative betanone this window
never co-mentioned edges
curated edges with zero news co-activation — triangulation input, not deletionsQNC ↔ QUBE same_modality456010.KQ ↔ QUBE same_modalityLAES ↔ QNC competes_product_market456010.KQ ↔ QNC competes_product_marketHQ ↔ ZPTA competes_product_marketXNDU ↔ ZPTA competes_product_marketQNCR.CN ↔ RGTI suppliesQNCR.CN ↔ IQMX suppliesQNCR.CN ↔ IONQ suppliesQNCR.CN ↔ INFQ suppliesQNCR.CN ↔ XNDU suppliesQNC ↔ LAES supplies
theme signatures
extractor · 2026-07-09 · 446 news rows| theme | stage | mentions | accel | breadth | outlets | fabula | 1d move | quadrant | protagonists |
|---|---|---|---|---|---|---|---|---|---|
| sovereign_compute | fading | 12 | 0.52 | 4 | 9 | 73% | -1.7% | quiet-truth | IQMX×3 QBTS×3 IONQ×1 RGTI×1 |
| contract_wins | fading | 11 | 0.50 | 5 | 6 | 73% | +0.6% | quiet-truth | IQMX×4 QBTS×3 INFQ×1 QNT×1 LAES×1 |
| analyst_sentiment | fading | 11 | 0.55 | 6 | 7 | 22% | +0.6% | noise | IONQ×3 QNT×2 INFQ×1 IBM×1 IQMX×1 |
| roadmap_milestone | fading | 10 | 0.43 | 5 | 8 | 67% | -1.2% | quiet-truth | IONQ×2 QBTS×2 INFQ×1 IQMX×1 ASPI×1 |
| ai_convergence | peaking | 7 | 1.00 | 3 | 3 | 67% | -5.9% | re-rating | IQMX×3 IONQ×2 ZPTA×1 |
| insider_flow | spreading | 6 | 1.50 | 3 | 4 | 100% | -2.7% | re-rating | IQMX×4 ARQQ×1 LAES×1 |
| pqc_revenue | peaking | 6 | 0.67 | 1 | 5 | 67% | +0.1% | re-rating | LAES×4 |
| earnings_revenue | fading | 6 | 0.46 | 4 | 6 | 50% | +1.0% | quiet-truth | LAES×1 IBM×1 ARQQ×1 QBTS×1 |
| ipo_listing | fading | 5 | 0.28 | 3 | 3 | 20% | +4.7% | noise | IQMX×3 RGTI×1 QNT×1 |
| hype_skepticism | fading | 5 | 0.50 | 3 | 3 | 0% | +2.6% | noise | IONQ×3 QBTS×1 HQ×1 |
| fault_tolerance | fading | 3 | 0.23 | 2 | 3 | 100% | +2.5% | quiet-truth | IBM×1 QBTS×1 |
| capital_dilution | fading | 1 | 0.06 | 1 | 1 | – | +3.2% | noise | IBM×1 |