Mon Aug-31 19:07:05
times in Europe/Lisbon
🚨 Alert #1200 Wed Jul-29 19:01:45
I Keep Buying Alphabet Because of This Silicon Shift Expected to Hit By Year End
Alphabet plans to begin selling its in-house Tensor Processing Units (TPUs) to external customers starting in late 2026, marking a strategic shift to monetize its AI silicon hardware.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary GOOGL | ▲ bullish | PRICED | +1.43% | +0.43% | 329.81 | 342.09 | |
| AMD | ▼ bearish | PRICED | -3.00% | +1.02% | 420.63 | 458.46 | |
| peer NVDA | ▼ bearish | PRICED | -2.11% | +0.47% | 188.89 | 197.56 | |
| MSFT | · unclear | FRESH | +0.89% | +0.19% | 389.74 | 425.60 | |
| META | · unclear | FRESH | +0.08% | +0.20% | 521.74 | 599.09 | |
| AMZN | · unclear | FRESH | 0.00% | +0.39% | 224.70 | 232.52 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close +1.43% · Δ 30m +0.43% · px 338.49 (prev 333.71) → close -0.71% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.11% · Δ 30m +0.47% · px 192.86 (prev 197.01) → close -1.16% |
| S4 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close +1.43% · Δ 30m +0.43% · px 338.49 (prev 333.71) |
📈 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.