Mon Aug-31 20:10:46
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🚨 Alert #1137 Wed Jul-29 14:11:14
Qualcomm Completes Acquisition of Modular
Qualcomm has completed its acquisition of AI-native software platform Modular to enhance its generative and agentic AI capabilities across edge and cloud infrastructure.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | -4.27% | -0.19% | 143.70 | 164.29 | |
| AMD | · unclear | PRICED | -8.51% | +0.33% | 420.63 | 458.46 | |
| GOOGL | · unclear | PRICED | +2.79% | -0.06% | 329.81 | 342.09 | |
| MSFT | · unclear | PRICED | +1.34% | -0.12% | 389.74 | 425.60 | |
| AMZN | · unclear | FRESH | -0.41% | -0.02% | 224.70 | 232.52 | |
| META | · unclear | FRESH | -0.09% | -0.28% | 521.74 | 599.09 | |
| peer NVDA | · unclear | FRESH | +0.07% | +0.04% | 188.89 | 197.56 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -4.27% · Δ 30m -0.19% · px 162.78 (prev 170.04) → close -3.54% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -3.06% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -4.27% · Δ 30m -0.19% · px 162.78 (prev 170.04) |
📈 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.