Mon Aug-31 19:08:47
times in Europe/Lisbon
🚨 Alert #1361 Thu Jul-30 16:34:40
QCOM Q3 Earnings Call Highlights AI Expansion
Qualcomm outlined a strategic expansion into data center and AI infrastructure with updated 2029 revenue targets and confirmed the completion of its Modular acquisition during its Q3 earnings call.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▲ bullish | PRICED | -3.23% | +0.29% | 146.00 | 153.87 | |
| AMD | · unclear | PRICED | +12.53% | -1.16% | 440.89 | 499.88 | |
| AVGO | · unclear | PRICED | +3.47% | -0.57% | 374.22 | 391.00 | |
| counterparty AAPL | · unclear | PRICED | -2.06% | -0.17% | 308.00 | 336.96 | |
| peer NVDA | · unclear | REPRICING | +1.86% | -0.86% | 192.16 | 197.05 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -3.23% · Δ 30m +0.29% · px 150.65 (prev 155.68) → close +0.43% |
| S2 | AAPL | ○ skip | — | direction unclear for AAPL → close +0.44% |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close +0.64% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -3.23% · Δ 30m +0.29% · px 150.65 (prev 155.68) |
📈 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.