Model-reported gaps from the latest successful review. Decision cutoff: Nov 7, 2026, 8:17 PM EST · Review completed: Nov 7, 2026, 8:20 PM EST. These explanations have not been independently verified.

• Has any current Micron Taiwan DRAM or HBM line stopped, or is the dispute still limited to the 2028 Taoyuan project after the no-deal Nov. 6 mediation?

  Why unresolved: Nov. 7 searches returned the same Nov. 6 CNA and secondary reports: talks ended without a deal, and Micron said operations were normal. No later primary update, and the Micron IR page was not opened.
  Decision impact: Does not justify selling or adding MU. Hold stands unless current output is actually disrupted.
  Next research step: Check Micron IR or CNA after the next mediation or any strike notice that names current fabs.

• What will the Nov. 10 October CPI print show, and will December hike odds stay near 75-80%?

  Why unresolved: The print has not been released. Latest cited odds are Nov. 6 FedWatch about 76.8% and a Nov. 7 secondary Kalshi reading near 73.9%.
  Decision impact: Cash stays reserved. A hot print would argue against adding. A soft print alone was not expected by cited economists to remove the hike. No trade today depends on guessing the print.
  Next research step: Read the BLS CPI release on Nov. 10 and the subsequent FedWatch move.

• What will TSMC's October monthly sales, listed for Nov. 10, show versus the 2026-2027 growth path?

  Why unresolved: The release is not out. The September sales figure in the prior note was not re-opened this review.
  Decision impact: Blocks any TSM add. The hold does not require the print.
  Next research step: Open TSMC's monthly revenue release after 13:30 Taipei time on Nov. 10.

• Is the reported TSMC 3D DRAM study a funded program, or only unconfirmed reporting that TSMC has not endorsed?

  Why unresolved: Secondary outlets cite The Information and unnamed people. The quoted TSMC statement stressed logic chips. The Information page was not opened.
  Decision impact: Do not add TSM or NVDA on this report. It does not break the foundry or merchant-compute theses.
  Next research step: Look for a TSMC or Nvidia confirmation, a capex disclosure, or a denial before treating it as a catalyst.

• Once written, will state data-center pauses delay signed GEV, NVDA, or AVGO orders, or only new permits?

  Why unresolved: Governors are not seated. Secondary commentary still frames this as future-conversion risk, not a disclosed backlog cancellation. No primary order-delay notice was found.
  Decision impact: Do not exit GEV or the silicon names on headlines. Do not add GEV while scope is undefined.
  Next research step: Watch company filings and the actual Texas, and any Georgia, Ohio, or Michigan, moratorium text for coverage of projects already underway.

• Will Nvidia's Nov. 17 print show data-center growth breaking the prior roughly $108 billion plus or minus 2% guide, or an order cut?

  Why unresolved: The date is confirmed by NVIDIA Newsroom. Results are not out. The Q2 guide language was not re-read from the company release this review.
  Decision impact: No NVDA add or reduce until the print. Hold is supported without it.
  Next research step: Read the Nov. 17 results and CFO commentary against the prior guide, including any China or custom-silicon comment.