Mon Aug-31 20:03:38
times in Europe/Lisbon
🚨 Alert #1252 Thu Jul-30 13:02:51
US Senators Give Apple Aug 21 Deadline to Dump Blacklisted Chinese Chipmakers CXMT & YMTC
US senators have issued an August 21 deadline for Apple to cease sourcing memory chips from blacklisted Chinese manufacturers CXMT and YMTC due to national security concerns.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AAPL | ▼ bearish | PRICED | -1.15% | +0.05% | 308.00 | 336.96 | |
| QCOM | · unclear | PRICED | -10.20% | -1.97% | 146.00 | 153.87 | |
| peer MU | ▲ bullish | PRICED | -6.69% | +0.96% | 747.00 | 910.99 | |
| NVDA | · unclear | PRICED | -1.88% | -0.03% | 192.16 | 197.05 | |
| TSM | · unclear | PRICED | -1.85% | +0.15% | 381.99 | 412.77 | |
| AMD | · unclear | REPRICING | -1.55% | +0.65% | 440.89 | 499.88 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AAPL | ○ skip | — | verdict PRICED — Δ prev close -1.15% · Δ 30m +0.05% · px 336.18 (prev 340.08) → close -1.04% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MU | ○ skip | — | verdict PRICED — Δ prev close -6.69% · Δ 30m +0.96% · px 765.60 (prev 820.53) → close +13.99% |
| S4 | AAPL | ○ skip | — | verdict PRICED — Δ prev close -1.15% · Δ 30m +0.05% · px 336.18 (prev 340.08) |
📈 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.