Mon Aug-31 20:12:08
times in Europe/Lisbon
🚨 Alert #1720 Mon Aug-03 21:20:34
Jeff Bezos just named Amazon's next big pillar
Jeff Bezos identified Amazon's custom silicon business as a future core pillar and announced the Trainium4 chip launch for 2027.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▲ bullish | PRICED | +4.33% | -0.71% | 275.80 | 286.78 | |
| META | · unclear | PRICED | +5.86% | -0.47% | 562.45 | 597.04 | |
| MSFT | · unclear | PRICED | +4.71% | -0.41% | 472.09 | 491.29 | |
| GOOGL | · unclear | PRICED | +4.61% | -0.40% | 361.61 | 375.97 | |
| peer NVDA | ▼ bearish | PRICED | +2.99% | -0.23% | 197.69 | 208.66 | |
| AMD | ▼ bearish | PRICED | +2.46% | +0.31% | 457.76 | 495.13 | |
| AVGO | ▼ bearish | FRESH | +0.81% | +0.23% | 376.04 | 392.45 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict PRICED — Δ prev close +4.33% · Δ 30m -0.71% · px 283.35 (prev 271.58) → close +0.63% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.99% · Δ 30m -0.23% · px 206.75 (prev 200.75) → close -0.27% |
| S4 | AMZN | ○ skip | — | verdict PRICED — Δ prev close +4.33% · Δ 30m -0.71% · px 283.35 (prev 271.58) |
📈 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.