Mon Aug-31 20:02:48
times in Europe/Lisbon
🚨 Alert #1233 Wed Jul-29 20:51:29
Jeff Bezos Gives Major Amazon Update After His Prediction the Company Will Go Bankrupt Resurfaces
Amazon Executive Chair Jeff Bezos stated that the company's custom silicon business is on track to become a core pillar of Amazon alongside AWS and Marketplace.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▲ bullish | REPRICING | -1.38% | -1.38% | 224.70 | 232.52 | |
| QCOM | · unclear | PRICED | -2.87% | -2.27% | 143.70 | 164.29 | |
| peer NVDA | ▼ bearish | PRICED | -2.72% | -1.30% | 188.89 | 197.56 | |
| META | · unclear | REPRICING | -1.49% | -1.39% | 521.74 | 599.09 | |
| AVGO | · unclear | REPRICING | -1.29% | -1.31% | 364.85 | 384.61 | |
| GOOGL | · unclear | REPRICING | +0.75% | -0.83% | 329.81 | 342.09 | |
| MSFT | · unclear | REPRICING | -0.38% | -1.51% | 389.74 | 425.60 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict REPRICING, direction bullish -> long AMZN (product: Amazon Executive Chair Jeff Bezos stated that the company's custom silicon business is on track to become a core pillar of Amazon alongside AWS and Marketplace.) [skipped: duplicate theme — already holding S1 long AMZN exiting 2026-07-29] → close -0.59% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close -2.72% · Δ 30m -1.30% · px 191.66 (prev 197.01) → close -0.54% |
| S4 | AMZN | ○ skip | — | overnight drift: long AMZN at close, exit next close (product: Amazon Executive Chair Jeff Bezos stated that the company's custom silicon business is on track to become a core pillar of Amazon alongside AWS and Marketplace.) [skipped at close: outranked — mat 65 long lost to mat 85 long (decision 4760) for S4 AMZN exiting 2026-07-30] |
📈 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.