Mon Aug-31 19:05:08
times in Europe/Lisbon
🚨 Alert #1344 Thu Jul-30 16:03:00
EU launches €10bn drive to build AI Gigafactories across Europe
The European Commission has launched a €10 billion tender to build seven AI Gigafactories across Europe to boost regional AI computing infrastructure and technological independence.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | +2.49% | -0.93% | 192.16 | 197.05 | |
| MSFT | ▲ bullish | PRICED | +14.50% | -0.71% | 425.60 | 458.17 | |
| AMD | ▲ bullish | PRICED | +12.85% | -2.27% | 440.89 | 499.88 | |
| META | ▲ bullish | PRICED | -8.72% | +0.74% | 526.00 | 544.23 | |
| SMCI | ▲ bullish | PRICED | +7.88% | -0.17% | 26.27 | 28.40 | |
| ASML | ▲ bullish | PRICED | +6.75% | -0.99% | 1599.38 | 1684.28 | |
| TSM | ▲ bullish | PRICED | +6.49% | -1.54% | 381.99 | 412.77 | |
| AMZN | ▲ bullish | PRICED | +4.57% | -0.16% | 232.55 | 258.50 | |
| AVGO | ▲ bullish | PRICED | +3.43% | -0.92% | 374.22 | 391.00 | |
| QCOM | ▲ bullish | PRICED | -3.05% | +0.79% | 146.00 | 153.87 | |
| PLTR | ▲ bullish | PRICED | -1.35% | +0.32% | 120.48 | 123.42 | |
| peer GOOGL | ▲ bullish | PRICED | -1.18% | +0.30% | 331.43 | 337.96 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.49% · Δ 30m -0.93% · px 194.75 (prev 190.01) → close +0.01% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close -1.18% · Δ 30m +0.30% · px 332.74 (prev 336.71) → close +0.23% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.49% · Δ 30m -0.93% · px 194.75 (prev 190.01) |
📈 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.