Mon Aug-31 19:05:54
times in Europe/Lisbon
🚨 Alert #1013 Tue Jul-28 15:41:57
Corning Beats Q2 Earnings Estimates on Optical and Solar Growth
Corning reported Q2 earnings beats driven by AI infrastructure demand, announcing multiyear agreements with Amazon and NVIDIA to expand optical connectivity manufacturing capacity.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▲ bullish | REPRICING | -1.39% | -0.69% | 228.16 | 234.02 | |
| SMCI | ▲ bullish | PRICED | -7.38% | +0.25% | 27.27 | 28.69 | |
| TSM | ▲ bullish | PRICED | -4.12% | -0.66% | 381.24 | 395.36 | |
| AVGO | ▲ bullish | PRICED | -1.87% | +0.01% | 360.53 | 385.19 | |
| peer MSFT | ▲ bullish | PRICED | +1.51% | +0.24% | 391.72 | 399.95 | |
| META | ▲ bullish | REPRICING | -0.61% | -0.64% | 587.04 | 600.38 | |
| NVDA | ▲ bullish | REPRICING | -0.46% | +0.64% | 193.21 | 198.53 | |
| GOOGL | ▲ bullish | FRESH | +0.26% | -0.02% | 325.28 | 335.89 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict REPRICING, direction bullish -> long AMZN (earnings: Corning reported Q2 earnings beats driven by AI infrastructure demand, announcing multiyear agreements with Amazon and NVIDIA to expand optical connectivity manufacturing capacity.) [skipped: signal conflict — wanted long, netted, outranked by S1 short AMZN mat 85 (new mat 65)] → close +1.23% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | verdict PRICED — Δ prev close +1.51% · Δ 30m +0.24% · px 394.97 (prev 389.10) → close -0.49% |
| S4 | AMZN | ○ skip | — | overnight drift: long AMZN at close, exit next close (earnings: Corning reported Q2 earnings beats driven by AI infrastructure demand, announcing multiyear agreements with Amazon and NVIDIA to expand optical connectivity manufacturing capacity.) [skipped at close: outranked — mat 65 long lost to mat 85 short (decision 4360) for S4 AMZN exiting 2026-07-29] |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.