Mon Aug-31 19:07:37
times in Europe/Lisbon
🚨 Alert #1610 Mon Aug-03 13:00:35
TSMC Approaching A New Milestone With Its 2nm Process By The End Of 2026 With 100,000 Monthly Wafers; NVIDIA, AMD, & Others Force Manufacturing Acceleration
Reports indicate TSMC is accelerating its 2nm and 3nm wafer production targets ahead of schedule due to strong demand from key customers including NVIDIA, AMD, and Broadcom.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | verdict PRICED — Δ prev close -1.42% · Δ 30m -0.30% · px 397.58 (prev 403.31) → close +2.21% |
| S2 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close +3.91% |
| S3 | - | ○ skip | — | no peer in universe |
| S4 | TSM | ○ skip | — | verdict PRICED — Δ prev close -1.42% · Δ 30m -0.30% · px 397.58 (prev 403.31) |
📈 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.