Mon Aug-31 19:06:49
times in Europe/Lisbon
🚨 Alert #1684 Mon Aug-03 17:50:04
Advanced Micro Devices prepares for earnings with strong server chip momentum
Advanced Micro Devices is preparing to report fiscal second-quarter 2026 earnings with strong projected growth in its data center segment, driven by EPYC server processors and Instinct GPU accelerators.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMD | ▲ bullish | PRICED | +1.04% | -0.28% | 457.76 | 495.13 | |
| peer NVDA | · unclear | PRICED | +3.16% | +0.01% | 197.69 | 208.66 | |
| QCOM | · unclear | FRESH | +0.99% | -0.29% | 143.27 | 152.20 | |
| TSM | ▲ bullish | FRESH | -0.44% | -0.41% | 390.66 | 409.80 | |
| AVGO | · unclear | FRESH | -0.20% | -0.27% | 376.04 | 392.45 | |
| MU | · unclear | FRESH | -0.01% | -0.03% | 777.38 | 840.85 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMD | ○ skip | — | verdict PRICED — Δ prev close +1.04% · Δ 30m -0.28% · px 481.11 (prev 476.15) → close +0.74% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close -0.44% |
| S4 | AMD | ○ skip | — | verdict PRICED — Δ prev close +1.04% · Δ 30m -0.28% · px 481.11 (prev 476.15) |
📈 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.