Mon Aug-31 20:13:16
times in Europe/Lisbon
🚨 Alert #1593 Fri Jul-31 20:11:58
《TAIPEI TIMES》 TAIEX jumps nearly 8 percent in largest-ever points gain
Taiwan's TAIEX index surged nearly 8% in its largest-ever points gain, driven by a global technology rally and renewed confidence in AI demand that lifted heavyweight electronics shares including TSMC.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSM | ▲ bullish | FRESH | +0.53% | -0.18% | 399.15 | 421.17 | |
| MU | ▲ bullish | PRICED | -4.20% | +0.23% | 812.48 | 926.39 | |
| QCOM | ▲ bullish | PRICED | -1.85% | +0.18% | 146.24 | 155.18 | |
| peer NVDA | ▲ bullish | PRICED | +1.70% | -0.15% | 195.33 | 201.78 | |
| SMCI | ▲ bullish | PRICED | +1.66% | -0.11% | 27.36 | 28.78 | |
| ASML | ▲ bullish | FRESH | -0.39% | -0.48% | 1622.50 | 1691.03 | |
| AMD | ▲ bullish | FRESH | +0.18% | -0.38% | 472.12 | 514.65 | |
| AVGO | ▲ bullish | FRESH | -0.02% | -0.19% | 380.52 | 397.37 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | verdict FRESH, direction bullish -> long TSM (other: Taiwan's TAIEX index surged nearly 8% in its largest-ever points gain, driven by a global technology rally and renewed confidence in AI demand that lifted heavyweight electronics shares including TSMC.) [skipped: duplicate theme — already holding S1 long TSM exiting 2026-07-31] → close +0.02% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +1.70% · Δ 30m -0.15% · px 198.36 (prev 195.04) → close +1.71% |
| S4 | TSM | ○ skip | — | overnight drift: long TSM at close, exit next close (other: Taiwan's TAIEX index surged nearly 8% in its largest-ever points gain, driven by a global technology rally and renewed confidence in AI demand that lifted heavyweight electronics shares including TSMC.) [skipped at close: outranked — mat 65 long lost to mat 75 short (decision 6168) for S4 TSM exiting 2026-08-03] |
📈 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.