Mon Aug-31 20:11:41
times in Europe/Lisbon
🚨 Alert #1449 Thu Jul-30 20:11:23
Report Agrees With Nextbigfuture On 8 Gigawatts SpaceX AI Data Centers by 2027-2028
Reports indicate SpaceX is planning 8 gigawatts of AI data center capacity by 2027-2028, driven by significant orders for Nvidia GB300 and Rubin GPU clusters.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | +2.32% | +0.64% | 192.16 | 197.05 | |
| MSFT | ▲ bullish | PRICED | +16.57% | -0.33% | 425.60 | 458.17 | |
| peer AMD | ▲ bullish | PRICED | +14.01% | +0.50% | 440.89 | 499.88 | |
| META | ▲ bullish | PRICED | -9.02% | -0.27% | 526.00 | 544.23 | |
| counterparty SMCI | ▲ bullish | PRICED | +8.11% | +0.56% | 26.27 | 28.40 | |
| TSM | ▲ bullish | PRICED | +7.91% | +0.37% | 381.99 | 412.77 | |
| AMZN | ▲ bullish | PRICED | +5.05% | +0.35% | 232.55 | 258.50 | |
| AVGO | ▲ bullish | PRICED | +4.64% | +0.43% | 374.22 | 391.00 | |
| GOOGL | ▲ bullish | FRESH | -0.62% | +0.34% | 331.43 | 337.96 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.32% · Δ 30m +0.64% · px 194.42 (prev 190.01) → close +0.18% |
| S2 | SMCI | ○ skip | — | verdict PRICED — Δ prev close +8.11% · Δ 30m +0.56% · px 27.78 (prev 25.70) → close -0.18% |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close +14.01% · Δ 30m +0.50% · px 489.73 (prev 429.56) → close -1.00% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.32% · Δ 30m +0.64% · px 194.42 (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.