Signals
Signals is a data page on the Briefing desk of Glassbox Auditing. The cross-dataset signal engine: combinations of changes across desks, such as margins falling while debt rises or a state's unemployment rising while its labor force shrinks, plus single measures that set a record or break from all their peers, each with its evidence and counter-evidence. Signals are combinations worth a closer look, not findings.
Last updated: .
What is on this page today?
- New Mexico: Fewer public-school students while teacher numbers rise — High divergence · change measured 31 Dec 2021 to 31 Dec 2024 (NCES Common Core of Data, 7 Nov 2026)
- New Mexico: School closures rising while enrolment falls — High divergence · Contraction · change measured 31 Dec 2021 to 31 Dec 2024 (NCES Common Core of Data, 7 Nov 2026)
- My Size, Inc. (MYSZ): Margins falling while debt rises and cash falls — High divergence · Potential pressure · change measured 30 Jun 2025 to 30 Jun (SEC filings, 7 Nov 2026) MYSZ
- Ciena Corp (CIEN): Revenue, margins and free cash flow all rising — High divergence · Expansion · change measured 2 Aug 2025 to 1 Aug (SEC filings, 7 Nov 2026) CIEN
- Marvell Technology (MRVL): Buybacks rising while the diluted share count still grows — High divergence · Unusual pattern · change measured 2 Aug 2025 to 1 Aug (SEC filings, 7 Nov 2026) MRVL
- Synopsys (SNPS): Revenue growing while gross and operating margins shrink — High divergence · change measured 31 Jul 2025 to 31 Jul (SEC filings, 7 Nov 2026) SNPS
- NVIDIA (NVDA): Acquisition premium jumping with debt: a deal funded by borrowing — High divergence · Expansion · change measured 27 Jul 2025 to 26 Jul (SEC filings, 7 Nov 2026) NVDA
- Teradyne (TER): Debt falling while free cash flow rises — High divergence · Convergence · change measured 28 Sep 2025 to 27 Sep (SEC filings, 7 Nov 2026) TER
- Qualcomm (QCOM): AI-era capital spending surging while free cash flow falls — High divergence · Potential pressure · change measured 28 Sep 2025 to 27 Sep (SEC filings, 7 Nov 2026) QCOM
- Gentherm Inc (THRM): Valuation multiple up while free cash flow falls and debt rises — High divergence · change measured 26 Nov 2025 to 6 Nov (Yahoo Finance prices, 7 Nov 2026) THRM
- Revenue, margins and free cash flow all rising at 57 companies; margins falling while debt rises and cash falls at 10 companies — Many companies with all three rising reads as broad expansion, and many with margins falling while debt rises as widening strain: the two counts from the same scan separate the two · a company counts once while its… (SEC filings, 7 Nov 2026)
- Arizona: Fewer public-school students while teacher numbers rise — Significant · Divergence · change measured 31 Dec 2021 to 31 Dec 2024 (NCES Common Core of Data, 7 Nov 2026)
- Louisiana: Fewer public-school students while teacher numbers rise — Significant · Divergence · change measured 31 Dec 2021 to 31 Dec 2024 (NCES Common Core of Data, 7 Nov 2026)
- Vermont: Fewer public-school students while teacher numbers rise — Significant · Divergence · change measured 31 Dec 2021 to 31 Dec 2024 (NCES Common Core of Data, 7 Nov 2026)
- Sanmina Corp (SANM): record move against its own history in Debt — Significant · Anomaly · change measured 28 Jun 2025 to 27 Jun (SEC filings, 7 Nov 2026) SANM
- Nvidia (NVDA): record move against its own history in Debt — Significant · Anomaly · change measured 27 Jul 2025 to 26 Jul (SEC filings, 7 Nov 2026) NVDA
- Salesforce (CRM): record move against its own history in Debt — Significant · Anomaly · change measured 31 Jul 2025 to 31 Jul (SEC filings, 7 Nov 2026) CRM
- Montauk Renewables, Inc. (MNTK): record move against its own history in Debt — Significant · Anomaly · change measured 30 Jun 2025 to 30 Jun (SEC filings, 7 Nov 2026) MNTK
- Onto Innovation (ONTO): record move against its own history in Cash — Significant · Anomaly · change measured 28 Jun 2025 to 30 Jun (SEC filings, 7 Nov 2026) ONTO
- Datavault AI Inc. (DVLT): record move against its own history in Revenue (trailing 4 quarters) — Significant · Anomaly · change measured 30 Jun 2025 to 30 Jun (SEC filings, 7 Nov 2026) DVLT
Where does the data come from?
Items on this page come from NCES Common Core of Data; SEC filings; Yahoo Finance prices; Federal and state statistics (Census, BLS, CDC, FBI and others); Signal engine log (built from SEC, Census, BLS and other public data). Each item links to its own source. All sources, how items are checked.
What does this page lead to?
- Dividend Health (Companies): A margins-falling-while-debt-rises signal reads the same cash-flow and debt figures the dividend check uses; that combination leaves less cash to cover the payout. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Valuation (Companies): Divergence signals flag a share price or P/E rising while revenue or free cash flow falls, which leaves the valuation stretched against the company's own 10-year record. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Bond Issuance (Companies): Rising debt is a leg of the pressure signals; the bonds behind it, and whether borrowing runs ahead of the company's own pace, show on Bond Issuance. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Labor Market (Macro): When several states flag unemployment rising while the labor force shrinks, the national unemployment rate, which is built from the states', tends to be rising too. (moves the same way; same quarter; economy scale) Source: BLS Local Area Unemployment Statistics (states 1976+, counties 1990+).
- AI Supply Chain (AI): The AI capital-spending signal flags companies whose spending surges while free cash flow falls, the strain the AI supply chain is watched for layer by layer. (moves the same way; quarters; sector scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
What feeds this page?
- Search everything (Briefing): A hit on a signal opens the signal's evidence; the closest past signals sit under each card, so a new combination can be read against the ones that came before it. (either way, depending on the cause; same day; company scale) Source: model2vec potion-base-8M (MinishLab), run locally on this Mac.
- Company (Companies): Insider trades, filings and court events on a company are the evidence the signal engine counts; a new one on this page can add a live signal on the Signals board. (moves the same way; same day; company scale) Source: SEC Form 4 insider filings.
- Courts & Lawsuits (Companies): New filings, rulings and SEC actions are evidence the signal engine counts; a lawsuit stays an allegation until a court rules. (moves the same way; days; company scale) Source: CourtListener (Free Law Project), RECAP federal dockets and opinions.