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Órbita Telemetry, every Friday after the close.

What the desk did this week, one thesis from the universe and the catalysts ahead. Free, in your inbox.

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Issues

  1. October 9, 2026

    Telemetry #2: nuclear power up, chips down and two rule-based exits

    TSM exited on its stop and NVDA on the holding limit, both before chips kept falling. The Constellation–Google nuclear agreement moved the whole power group.

  2. October 2, 2026

    Telemetry #1: a week of chips, discipline and a result already priced in

    TSM closed at +3%, TER at −2.2%, and Micron showed that a great number isn't enough when the price already has it.

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