Mon Aug-31 19:03:40
times in Europe/Lisbon
🚨 Alert #1964 Wed Aug-05 16:50:48
Amazon CEO Andy Jassy's AI Spending Pitch Won Wall Street Over, Jim Cramer Says -- While Meta and Alphabet Are Still Struggling to Explain Theirs: 'The Same Numbers...'
CNBC's Jim Cramer highlighted that Amazon CEO Andy Jassy's clear explanation of AI spending ROI during earnings convinced Wall Street, contrasting with investor skepticism toward Meta and Alphabet.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | primary long contradicts tape: AMZN -1.37% since prev close → close -0.32% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | META | ○ skip | — | inferred short: materiality 65 below floor 75 → close +0.90% |
| S4 | AMZN | ○ skip | — | overnight drift: long AMZN at close, exit next close (earnings: CNBC's Jim Cramer highlighted that Amazon CEO Andy Jassy's clear explanation of AI spending ROI during earnings convinced Wall Street, contrasting with investor skepticism toward Meta and Alphabet.) [skipped at close: stale at close-fill — wanted long, verdict now PRICED (-1.69% since close, 244m after decision), order not placed] |
📈 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.