Mon Aug-31 19:07:04
times in Europe/Lisbon
🚨 Alert #1798 Tue Aug-04 15:51:02
Abbott's data center moratorium stirs mixed reactions in Texas
Texas Governor Greg Abbott has imposed a moratorium on new data center approvals pending a grid reliability audit, potentially delaying infrastructure expansion for major tech companies in the state.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary MSFT | ▼ bearish | PRICED | +1.58% | +0.07% | 475.61 | 498.91 | |
| PLTR | ▼ bearish | PRICED | +26.85% | +2.04% | 143.62 | 164.00 | |
| AVGO | ▼ bearish | PRICED | +4.82% | +0.86% | 398.53 | 421.83 | |
| SMCI | ▼ bearish | PRICED | +3.98% | +2.04% | 29.18 | 31.80 | |
| AMZN | ▼ bearish | PRICED | -2.45% | -1.38% | 276.40 | 280.96 | |
| peer NVDA | ▼ bearish | PRICED | +2.07% | +0.67% | 208.89 | 216.89 | |
| META | ▼ bearish | PRICED | -1.48% | -0.37% | 575.50 | 592.28 | |
| GOOGL | ▼ bearish | REPRICING | +0.37% | -0.73% | 366.39 | 380.31 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | MSFT | ○ skip | — | verdict PRICED — Δ prev close +1.58% · Δ 30m +0.07% · px 495.37 (prev 487.65) → close -0.56% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.07% · Δ 30m +0.67% · px 210.91 (prev 206.64) → close +0.63% |
| S4 | MSFT | ○ skip | — | verdict PRICED — Δ prev close +1.58% · Δ 30m +0.07% · px 495.37 (prev 487.65) |
📈 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.