Mon Aug-31 20:01:01
times in Europe/Lisbon
🚨 Alert #1973 Wed Aug-05 17:30:12
Ban on data center transceiver imports would be 'terrible,' analysts say
Analysts warn that a proposed U.S. ban on Chinese data center transceiver imports would create supply bottlenecks and increase infrastructure costs for major cloud providers.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▼ bearish | PRICED | -1.56% | +0.05% | 271.14 | 282.14 | |
| NVDA | · unclear | PRICED | +4.41% | +1.01% | 215.00 | 222.10 | |
| peer GOOGL | ▼ bearish | PRICED | -3.34% | -2.48% | 359.64 | 383.81 | |
| META | ▼ bearish | FRESH | -0.84% | +0.20% | 581.55 | 603.17 | |
| MSFT | ▼ bearish | FRESH | -0.76% | +0.08% | 483.70 | 498.47 | |
| AVGO | · unclear | REPRICING | +0.74% | +0.50% | 414.40 | 426.25 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict PRICED — Δ prev close -1.56% · Δ 30m +0.05% · px 273.10 (prev 277.42) → close -0.13% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | GOOGL | ○ skip | — | verdict PRICED — Δ prev close -3.34% · Δ 30m -2.48% · px 365.02 (prev 377.65) → close -0.57% |
| S4 | AMZN | ○ skip | — | verdict PRICED — Δ prev close -1.56% · Δ 30m +0.05% · px 273.10 (prev 277.42) |
📈 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.